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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 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ROK ROCKWELL AUTOMATION INC Industrials 723.0 $281K 0.03% NEW $389.30 +17.5%
42 PII POLARIS INC Consumer Cyclical 4,421.0 $280K 0.03% NEW $63.25 +10.9%
43 HUDSON PAC PPTYS INC 25,226.0 $273K 0.03% NEW $10.83
44 ALLY ALLY FINL INC Financial Services 6,030.0 $273K 0.03% NEW $45.29 -6.2%
45 FORGE GLOBAL HOLDINGS INC 6,121.0 $273K 0.03% NEW $44.56
46 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,221.0 $267K 0.03% NEW $82.99 -34.8%
47 REGN REGENERON PHARMACEUTICALS Healthcare 345.0 $267K 0.03% NEW $772.60 -19.5%
48 GLOBUS MED INC 3,048.0 $266K 0.03% NEW $87.31
49 TREEHOUSE FOODS INC 11,219.0 $265K 0.03% NEW $23.59
50 GTY GETTY RLTY CORP NEW Real Estate 9,665.0 $265K 0.03% NEW $27.37 +20.3%
51 WBD WARNER BROS DISCOVERY INC Communication Services 9,085.0 $262K 0.03% NEW $28.82 -6.2%
52 MKSI MKS INC. Technology 1,638.0 $262K 0.03% NEW $159.80 +104.2%
53 MAT MATTEL INC Consumer Cyclical 12,924.0 $256K 0.03% NEW $19.84 -25.2%
54 PRAXIS PRECISION MEDICINES I 866.0 $255K 0.03% NEW $294.74
55 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,404.0 $253K 0.03% NEW $57.49 +39.6%
56 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,645.0 $252K 0.03% NEW $95.26 +21.7%
57 ROP ROPER TECHNOLOGIES INC Industrials 558.0 $248K 0.03% NEW $445.18 -28.2%
58 FDX FEDEX CORP Industrials 858.0 $248K 0.03% NEW $288.97 +41.1%
59 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 2,330.0 $240K 0.03% NEW $102.79 -79.8%
60 RKT ROCKET COS INC Financial Services 12,278.0 $238K 0.02% NEW $19.36 -25.7%
Page 3 of 7  ·  122 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 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%