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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 30 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CHTR CHARTER COMMUNICATIONS INC Communication Services 9.0 $1K 0.00% $142.22 +6.2%
582 PSA PUBLIC STORAGE Real Estate 4.0 $1K 0.00% $318.25 +2.5%
583 KHC KRAFT HEINZ CO Consumer Defensive 54.0 $1K +1.0 +1.9% $23.48 +6.3%
584 VRSK VERISK ANALYTICS INC Industrials 7.0 $1K $179.57 +0.4%
585 AEP AMERICAN ELEC PWR CO INC Utilities 9.0 $1K NEW $136.78 -7.5%
586 MQY BLACKROCK MUNIYILD QULT FD Financial Services 106.0 $1K NEW $11.60 -4.1%
587 ROL ROLLINS INC Consumer Cyclical 29.0 $1K $41.72 -12.4%
588 SNA SNAP ON INC Industrials 3.0 $1K $402.33 -0.9%
589 IYH ISHARES TR 18.0 $1K NEW $67.00 +7.2%
590 MOH MOLINA HEALTHCARE INC Healthcare 5.0 $1K $228.80 -10.3%
591 YUMC YUM CHINA HLDGS INC Consumer Cyclical 28.0 $1K $40.86 +15.0%
592 LUV SOUTHWEST AIRLS CO Industrials 22.0 $1K $51.41 -17.4%
593 SPG SIMON PPTY GROUP INC NEW Real Estate 5.0 $1K $223.60 -1.1%
594 NDAQ NASDAQ INC Financial Services 14.0 $1K $78.79 +23.8%
595 EQIX EQUINIX INC Real Estate 1.0 $1K $1042.00 +4.2%
596 SPTL SPDR SERIES TRUST 39.0 $1K $26.23 -4.7%
597 PVL PERMIANVILLE RTY TR Energy 600.0 $1K $1.69 +5.3%
598 TIP ISHARES TR 9.0 $985.0 NEW $109.44 -2.2%
599 CCI CROWN CASTLE INC Real Estate 13.0 $984.0 $75.69 -1.9%
600 ARKK ARK ETF TR 12.0 $970.0 NEW $80.83 -1.9%
Page 30 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%