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Portfolio (Quarterly) Guide ↗

Inscription Capital, LLC

· CIK 0001767868
13F Portfolio $928M AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 638 New
Page 24 of 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ENB ENBRIDGE INC Energy 6,560.0 $331K 0.04% NEW $50.46 +10.1%
462 ESS ESSEX PPTY TR INC Real Estate 1,235.0 $331K 0.04% NEW $267.66 +3.3%
463 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,456.0 $331K 0.04% NEW $227.00 +63.0%
464 ENOV ENOVIS CORPORATION Industrials 10,853.0 $329K 0.04% NEW $30.34 -24.1%
465 IEMG ISHARES INC 4,995.0 $329K 0.04% NEW $65.92 +26.8%
466 UTZ UTZ BRANDS INC Consumer Defensive 27,063.0 $329K 0.04% NEW $12.15 -38.7%
467 TRMB TRIMBLE INC Technology 4,024.0 $329K 0.04% NEW $81.65 -32.7%
468 BNDW VANGUARD SCOTTSDALE FDS 4,692.0 $327K 0.04% NEW $69.66 -1.8%
469 VNT VONTIER CORPORATION Technology 7,726.0 $324K 0.04% NEW $41.97 -30.4%
470 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,355.0 $323K 0.04% NEW $238.18 -37.1%
471 ALLE ALLEGION PLC Industrials 1,813.0 $322K 0.04% NEW $177.35 -25.9%
472 EXPO EXPONENT INC Industrials 4,581.0 $318K 0.03% NEW $69.48 -15.9%
473 ASTRAZENECA PLC 4,125.0 $316K 0.03% NEW $76.73
474 PFFD GLOBAL X FDS 16,216.0 $315K 0.03% NEW $19.43 -2.2%
475 EVR EVERCORE INC Financial Services 931.0 $314K 0.03% NEW $337.42 +2.8%
476 AVT AVNET INC Technology 5,994.0 $313K 0.03% NEW $52.28 +66.6%
477 VST VISTRA CORP Utilities 1,590.0 $312K 0.03% NEW $195.97 -18.3%
478 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,742.0 $311K 0.03% NEW $178.71 -29.4%
479 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 21,216.0 $311K 0.03% NEW $14.64 +10.3%
480 LAD LITHIA MTRS INC Consumer Cyclical 975.0 $308K 0.03% NEW $316.00 -6.4%
Page 24 of 32  ·  638 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 25.0%
Financial Services 18.0%
Consumer Cyclical 11.4%
Industrials 9.3%
Consumer Defensive 8.3%
Energy 8.2%
Healthcare 7.4%
Communication Services 6.8%
Real Estate 2.8%
Utilities 1.5%