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Portfolio (Quarterly) Guide ↗

Signature Resources Capital Management, LLC

· CIK 0001940917
13F Portfolio $254M AUM 703 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 85 New 145 Added 56 Reduced 46 Exited
Page 29 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 VXF VANGUARD INDEX FDS 7.0 $2K 0.00% $246.14 -0.1%
562 TSN TYSON FOODS INC Consumer Defensive 30.0 $2K 0.00% $57.27 +1.3%
563 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 90.0 $2K 0.00% NEW $18.87 +9.7%
564 EVRG EVERGY INC Utilities 19.0 $2K 0.00% $86.42 -3.5%
565 BITB BITWISE BITCOIN ETF TR Financial Services 50.0 $2K 0.00% $31.86 +10.1%
566 TNA DIREXION SHARES ETF TRUST 21.0 $2K 0.00% $75.10 -2.2%
567 ED CONSOLIDATED EDISON INC Utilities 14.0 $2K 0.00% $110.64 -1.3%
568 XEL XCEL ENERGY INC Utilities 19.0 $2K 0.00% $80.32 -1.4%
569 QS QUANTUMSCAPE CORP Consumer Cyclical 200.0 $2K 0.00% $7.56 -23.8%
570 OTIS OTIS WORLDWIDE CORP Industrials 21.0 $2K 0.00% $71.62 -1.8%
571 ROK ROCKWELL AUTOMATION INC Industrials 3.0 $1K 0.00% $495.00 -12.4%
572 WYNN WYNN RESORTS LTD Consumer Cyclical 15.0 $1K 0.00% $98.13 +3.2%
573 BNDX VANGUARD CHARLOTTE FDS 30.0 $1K 0.00% $48.43 -1.7%
574 IEF ISHARES TR 15.0 $1K 0.00% $94.60 -1.8%
575 CSGP COSTAR GROUP INC Real Estate 50.0 $1K 0.00% $28.32 +10.8%
576 LULU LULULEMON ATHLETICA INC Consumer Cyclical 12.0 $1K 0.00% $114.17 +4.2%
577 RMD RESMED INC Healthcare 7.0 $1K 0.00% $194.86 +12.9%
578 BDX BECTON DICKINSON & CO Healthcare 9.0 $1K 0.00% $151.33 +19.5%
579 TDG TRANSDIGM GROUP INC Industrials 1.0 $1K 0.00% $1332.00 -7.4%
580 SYF SYNCHRONY FINANCIAL Financial Services 17.0 $1K 0.00% $76.06 +5.9%
Page 29 of 36  ·  703 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 49.0%
Communication Services 16.2%
Consumer Cyclical 8.6%
Financial Services 8.2%
Industrials 7.2%
Healthcare 3.8%
Basic Materials 2.4%
Consumer Defensive 2.4%
Energy 1.7%
Utilities 0.3%