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Portfolio (Quarterly) Guide ↗

Signature Resources Capital Management, LLC

· CIK 0001940917
13F Portfolio $211M AUM 664 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 109 New 157 Added 119 Reduced 139 Exited
Page 25 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RL RALPH LAUREN CORP Consumer Cyclical 8.0 $3K 0.00% NEW $344.00 +8.7%
482 GPC GENUINE PARTS CO Consumer Cyclical 26.0 $3K 0.00% -2.0 -7.1% $105.77 -7.1%
483 IBTP ISHARES TR 107.0 $3K 0.00% NEW $25.63 -0.9%
484 CLNE CLEAN ENERGY FUELS CORP Energy 1,100.0 $3K 0.00% $2.48 -16.5%
485 RXO RXO INC Industrials 185.0 $3K 0.00% $14.62 +77.1%
486 CHWY CHEWY INC Consumer Cyclical 100.0 $3K 0.00% NEW $27.00 -20.5%
487 CMI CUMMINS INC Industrials 5.0 $3K 0.00% $538.00 +24.2%
488 BKR BAKER HUGHES COMPANY Energy 44.0 $3K 0.00% $61.05 +5.0%
489 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6.0 $3K 0.00% -18.0 -75.0% $446.50 -0.1%
490 RTO RENTOKIL INITIAL PLC Industrials 85.0 $3K 0.00% NEW $31.48 -2.5%
491 ICE INTERCONTINENTAL EXCHANGE I Financial Services 17.0 $3K 0.00% $157.29 -5.7%
492 RF REGIONS FINANCIAL CORP NEW Financial Services 102.0 $3K 0.00% -22.0 -17.7% $26.12 +6.6%
493 PICK ISHARES INC 47.0 $3K 0.00% NEW $56.60 +17.1%
494 PK PARK HOTELS & RESORTS INC Real Estate 252.0 $3K 0.00% +209.0 +486.1% $10.53 +15.5%
495 VERI VERITONE INC Technology 1,319.0 $3K 0.00% $1.97 +7.2%
496 CBOE CBOE GLOBAL MKTS INC Financial Services 9.0 $3K 0.00% $281.11 +22.7%
497 BITFARMS LTD 1,293.0 $3K 0.00% -4K -74.1% $1.95
498 DECK DECKERS OUTDOOR CORP Consumer Cyclical 25.0 $3K 0.00% NEW $100.08 +13.3%
499 IP INTERNATIONAL PAPER CO Consumer Cyclical 70.0 $2K 0.00% NEW $35.70 -6.9%
500 ANNALY CAPITAL MANAGEMENT I 117.0 $2K 0.00% $21.15
Page 25 of 34  ·  664 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Communication Services 20.4%
Financial Services 10.5%
Consumer Cyclical 9.1%
Industrials 8.0%
Energy 7.5%
Healthcare 4.7%
Basic Materials 4.0%
Consumer Defensive 2.7%
Utilities 0.5%