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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 28 of 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 HDB HDFC BANK LTD Financial Services 6,672.0 $228K 0.03% NEW $34.16 -30.7%
542 TFI SPDR SERIES TRUST 5,000.0 $228K 0.03% NEW $45.57 -0.1%
543 SCL STEPAN CO Basic Materials 4,747.0 $226K 0.02% NEW $47.70 +12.9%
544 SWK STANLEY BLACK & DECKER INC Industrials 3,037.0 $226K 0.02% NEW $74.34 +6.6%
545 SAP SAP SE Technology 843.0 $225K 0.02% NEW $267.18 -34.3%
546 TXT TEXTRON INC Industrials 2,665.0 $225K 0.02% NEW $84.49 +9.3%
547 AON AON PLC Financial Services 631.0 $225K 0.02% NEW $356.36 -10.7%
548 MTDR MATADOR RES CO Energy 5,000.0 $225K 0.02% NEW $44.93 +19.8%
549 MTB M & T BK CORP Financial Services 1,133.0 $224K 0.02% NEW $197.62 +8.4%
550 FCX FREEPORT-MCMORAN INC Basic Materials 5,699.0 $224K 0.02% NEW $39.22 +67.9%
551 HUBB HUBBELL INC Industrials 518.0 $223K 0.02% NEW $430.31 +10.1%
552 WEC WEC ENERGY GROUP INC Utilities 1,945.0 $223K 0.02% NEW $114.58 -1.3%
553 SHY ISHARES TR 2,682.0 $222K 0.02% NEW $82.95 -0.8%
554 IVW ISHARES TR 1,836.0 $222K 0.02% NEW $120.73 +15.6%
555 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,000.0 $220K 0.02% NEW $36.69 +28.9%
556 OMF ONEMAIN HLDGS INC Financial Services 3,894.0 $220K 0.02% NEW $56.46 -4.3%
557 CNA CNA FINL CORP Financial Services 4,698.0 $218K 0.02% NEW $46.46 -8.8%
558 HEICO CORP NEW 859.0 $218K 0.02% NEW $254.09
559 OTIS OTIS WORLDWIDE CORP Industrials 2,386.0 $218K 0.02% NEW $91.43 -22.1%
560 OKE ONEOK INC NEW Energy 2,989.0 $218K 0.02% NEW $72.97 +19.2%
Page 28 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%