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Portfolio (Quarterly) Guide ↗

Inscription Capital, LLC

· CIK 0001767868
13F Portfolio $974M AUM 682 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 122 New 263 Added 192 Reduced 78 Exited
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 CORPAY INC 723 $208K 0.02% SOLD
62 BROWN FORMAN CORP 7,686 $208K 0.02% SOLD
63 CHE CHEMED CORP NEW Healthcare 458 $205K 0.02% SOLD
64 LEN LENNAR CORP Consumer Cyclical 1,599 $202K 0.02% SOLD
65 DECK DECKERS OUTDOOR CORP Consumer Cyclical 1,979 $201K 0.02% SOLD
66 VSH VISHAY INTERTECHNOLOGY INC Technology 11,312 $173K 0.02% SOLD
67 JBLU JETBLUE AWYS CORP Industrials 33,746 $166K 0.02% SOLD
68 NRC NATIONAL RESH CORP Healthcare 10,724 $137K 0.01% SOLD
69 SNBR SLEEP NUMBER CORP Consumer Cyclical 12,944 $91K 0.01% SOLD
70 RPAY REPAY HLDGS CORP Technology 16,914 $88K 0.01% SOLD
71 MBI MBIA INC Financial Services 10,422 $78K 0.01% SOLD
72 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 11,320 $75K 0.01% SOLD
73 TTGT TECHTARGET INC Communication Services 12,710 $74K 0.01% SOLD
74 AHRT ARMADA HOFFLER PPTYS INC Financial Services 10,242 $72K 0.01% SOLD
75 HTZ HERTZ GLOBAL HLDGS INC Industrials 10,056 $68K 0.01% SOLD
76 ALDX ALDEYRA THERAPEUTICS INC Healthcare 12,633 $66K 0.01% SOLD
77 COTY COTY INC Consumer Defensive 13,279 $54K 0.01% SOLD
78 REAX THE REAL BROKERAGE INC Real Estate 10,583 $44K 0.01% SOLD
Page 4 of 4  ·  78 positions
Sector Allocation
Technology 24.6%
Financial Services 18.6%
Consumer Cyclical 11.7%
Industrials 9.4%
Healthcare 8.1%
Energy 8.1%
Consumer Defensive 7.7%
Communication Services 7.0%
Real Estate 2.3%
Utilities 1.3%