Signature Resources Capital Management Q2 2026 Portfolio Activity

Q2 Changes Overview

This report details observable changes to Signature Resources Capital Management's portfolio during the second quarter of 2026, based on filings available at Signature Resources Capital Management. The investment firm demonstrated a clear preference for Dimensional ETF Trust holdings and American Centy ETF TR shares.

Boosting Dimensional Holdings

The most significant movement in Signature Resources' portfolio this quarter was the substantial increase in its positions within Dimensional Fund series. This includes:

• DIMENSIONAL ETF TRUST (DFSD), which saw a notable rise of approximately 59,000 shares and experienced an 8.68% increase in its value within the portfolio.
• DIMENSIONAL ETF TRUST (DFAC), showing a healthy addition of about 30,000 shares and an 8.68% increase in its portfolio value.
• DIMENSIONAL ETF TRUST (DFIC), with a quarter-end allocation of 5.73%, indicating consistent growth, adding roughly 20,000 shares.
• DIMENSIONAL ETF TRUST (DFGP), also showing a positive change of about 17,000 shares added during the quarter.
• DIMENSIONAL ETF TRUST (DFNM), which experienced an increase in its portfolio allocation due to a significant share addition of around 5,000 shares.

These changes suggest strong confidence and continued investment interest from Signature Resources in Dimensional Fund offerings throughout this reporting period.

Growing American Centy ETF Exposure

In parallel with its Dimensional investments, the firm significantly boosted its allocation to American Century ETF TR holdings. This group includes:

• AMERICAN CENTY ETF TR (AVUS), which increased by approximately 27,000 shares and saw an impressive portfolio value growth of about 8.68%.
• AMERICAN CENTY ETF TR (AVDE), demonstrating a positive change with roughly 14,000 shares added and a portfolio allocation increase of about 7.98%.
• AMERICAN CENTY ETF TR (AVEM), which also showed an increase in its position, adding around 7,000 shares during the quarter.

The substantial growth across these American Century ETFs indicates a strategic focus on their product suite by Signature Resources Capital Management this quarter.

Adding New Position: Advanced Micro Devices (AMD)

A particularly noteworthy development was the addition of a new position in individual stocks. The firm invested approximately $4,883,710 worth of shares in ADVANCED MICRO DEVICES INC (AMD), representing an allocation percentage increase from the previous quarter.

Furthermore, Signature Resources significantly increased its stake in AMD during Q2. The portfolio value attributed to this stock jumped by a substantial 3508.15%, reflecting either a large initial purchase or a very significant boost to an existing position. This level of change underscores the firm's strong interest in Technology sector stocks like AMD.

Minor Exit: Capital Group Core Equity ETF

In contrast, Signature Resources also made a minor adjustment by reducing its stake slightly in CAPITAL GROUP CORE EQUITY E (CGUS). The change percentage was small at 1.52%, indicating that this position, while present, saw less dramatic movement compared to others.

Conclusion

Overall, Signature Resources Capital Management's Q2 activity profile is characterized by targeted growth in Dimensional Fund and American Century ETF holdings, alongside a significant new investment or increase in the individual stock Advanced Micro Devices (AMD). The firm appears focused on broadening its exposure within specific fund categories while also allocating capital to high-growth Technology names. For further details about Signature Resources' portfolio composition as of June 30th, 2026, please visit Signature Resources Capital Management.