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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 32 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HONEYWELL INTL INC 3.0 $672.0 NEW $224.00
622 HONEYWELL AEROSPACE INC 3.0 $663.0 NEW $221.00
623 OGN ORGANON & CO Healthcare 48.0 $650.0 +2.0 +4.3% $13.54 +1.1%
624 UDR UDR INC Real Estate 16.0 $639.0 $39.94 -6.6%
625 WDC WESTERN DIGITAL CORP Technology 1.0 $639.0 NEW $639.00 -21.6%
626 VOD VODAFONE GROUP PLC Communication Services 47.0 $622.0 $13.23 +22.4%
627 IDV ISHARES TR 15.0 $621.0 NEW $41.40 +7.8%
628 OHI OMEGA HEALTHCARE INVS INC Real Estate 13.0 $620.0 $47.69 -2.1%
629 HGER HARBOR ETF TRUST 21.0 $616.0 NEW $29.33 +16.5%
630 PK PARK HOTELS & RESORTS INC Real Estate 43.0 $613.0 -209.0 -82.9% $14.26 +8.3%
631 FEDEX FGHT HLDG CO INC 4.0 $604.0 NEW $151.00
632 VTRS VIATRIS INC Healthcare 38.0 $600.0 +30.0 +375.0% $15.79 +3.7%
633 TFC TRUIST FINL CORP Financial Services 12.0 $598.0 NEW $49.83 +5.1%
634 EMAT EVOLUTION METALS & TECH COR Basic Materials 90.0 $595.0 NEW $6.61 -53.7%
635 APOS APOLLO GLOBAL MGMT INC Financial Services 5.0 $592.0 $118.40 -78.5%
636 SPIB SPDR SERIES TRUST 17.0 $569.0 $33.47 -1.1%
637 SOUN SOUNDHOUND AI INC Technology 87.0 $563.0 NEW $6.47 +9.8%
638 SPTM SPDR SERIES TRUST 6.0 $545.0 $90.83 +2.8%
639 SBAC SBA COMMUNICATIONS CORP Real Estate 3.0 $529.0 $176.33 +4.3%
640 AVDV AMERICAN CENTY ETF TR 5.0 $515.0 $103.00 +6.8%
Page 32 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%