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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 26 of 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 KKR KKR & CO INC Financial Services 2,126.0 $276K 0.03% NEW $129.96 -27.6%
502 CSR CENTERSPACE Real Estate 4,683.0 $276K 0.03% NEW $58.90 +14.9%
503 NOC NORTHROP GRUMMAN CORP Industrials 442.0 $269K 0.03% NEW $609.33 -8.2%
504 DHR DANAHER CORPORATION Healthcare 1,347.0 $267K 0.03% NEW $198.27 -8.9%
505 REGCO REGENCY CTRS CORP Real Estate 3,652.0 $266K 0.03% NEW $72.90 -68.8%
506 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,774.0 $265K 0.03% NEW $39.19 -17.3%
507 MTN VAIL RESORTS INC Consumer Cyclical 1,773.0 $265K 0.03% NEW $149.57 -10.4%
508 CLX CLOROX CO DEL Consumer Defensive 2,149.0 $265K 0.03% NEW $123.31 -22.0%
509 PEGA PEGASYSTEMS INC Technology 4,570.0 $263K 0.03% NEW $57.50 -41.1%
510 TMUS T-MOBILE US INC Communication Services 1,096.0 $262K 0.03% NEW $239.46 -21.1%
511 GIS GENERAL MLS INC Consumer Defensive 5,161.0 $260K 0.03% NEW $50.42 -32.8%
512 ODDITY TECH LTD 4,160.0 $259K 0.03% NEW $62.30
513 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 433.0 $258K 0.03% NEW $596.26 +13.9%
514 DINO HF SINCLAIR CORP Energy 4,924.0 $258K 0.03% NEW $52.34 +30.4%
515 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 4,890.0 $257K 0.03% NEW $52.53 +49.4%
516 VGT VANGUARD WORLD FD 344.0 $257K 0.03% NEW $746.00 -84.1%
517 ETN EATON CORP PLC Industrials 683.0 $256K 0.03% NEW $374.29 +7.4%
518 PAYC PAYCOM SOFTWARE INC Technology 1,210.0 $252K 0.03% NEW $208.06 -34.2%
519 TJX TJX COS INC NEW Consumer Cyclical 1,735.0 $251K 0.03% NEW $144.51 +7.2%
520 CDW CDW CORP Technology 1,562.0 $249K 0.03% NEW $159.31 -27.1%
Page 26 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%