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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 30 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PVL PERMIANVILLE RTY TR Energy 600.0 $1K 0.00% $1.85 +3.8%
582 RSG REPUBLIC SVCS INC Industrials 5.0 $1K 0.00% +3.0 +150.0% $219.00 -6.1%
583 SNA SNAP ON INC Industrials 3.0 $1K 0.00% -2.0 -40.0% $363.33 +2.4%
584 PSA PUBLIC STORAGE OPER CO Real Estate 4.0 $1K 0.00% $271.00 +13.2%
585 ROK ROCKWELL AUTOMATION INC Industrials 3.0 $1K 0.00% $359.00 +27.0%
586 CCI CROWN CASTLE INC Real Estate 13.0 $1K 0.00% -7.0 -35.0% $81.31 +11.8%
587 HUM HUMANA INC Healthcare 6.0 $1K $173.33 +76.7%
588 SPTL SPDR SERIES TRUST 39.0 $1K $26.31 -1.5%
589 EQIX EQUINIX INC Real Estate 1.0 $980.0 $980.00 +9.2%
590 FETH FIDELITY ETHEREUM FD Financial Services 46.0 $960.0 -54.0 -54.0% $20.87 -2.0%
591 QETH INVESCO GALAXY ETHEREUM ETF Financial Services 46.0 $960.0 -54.0 -54.0% $20.87 -2.1%
592 SPG SIMON PPTY GROUP INC NEW Real Estate 5.0 $933.0 $186.60 +10.8%
593 TNA DIREXION SHARES ETF TRUST 21.0 $927.0 $44.14 +55.8%
594 NSC NORFOLK SOUTHN CORP Industrials 3.0 $861.0 $287.00 +13.5%
595 WDS WOODSIDE ENERGY GROUP LTD Energy 36.0 $860.0 $23.89 -9.2%
596 GLPI GAMING & LEISURE P Real Estate 19.0 $843.0 -10.0 -34.5% $44.37 +7.6%
597 LUV SOUTHWEST AIRLS CO Industrials 22.0 $827.0 $37.59 +16.2%
598 B BARRICK MNG CORP Basic Materials 20.0 $816.0 $40.80 +1.1%
599 RBLX ROBLOX CORP Technology 14.0 $792.0 -24.0 -63.2% $56.57 -19.3%
600 SES SES AI CORPORATION Consumer Cyclical 750.0 $722.0 $0.96 +31.9%
Page 30 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%