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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 30 of 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TFC TRUIST FINL CORP Financial Services 4,475.0 $205K 0.02% NEW $45.72 +4.7%
582 AMGN AMGEN INC Healthcare 722.0 $204K 0.02% NEW $282.14 +19.4%
583 VDE VANGUARD WORLD FD 1,618.0 $204K 0.02% NEW $125.89 +27.9%
584 ESTC ELASTIC N V Technology 2,395.0 $202K 0.02% NEW $84.49 -31.1%
585 TM TOYOTA MOTOR CORP Consumer Cyclical 1,058.0 $202K 0.02% NEW $191.17 +0.6%
586 RGA REINSURANCE GRP OF AMERICA I Financial Services 1,051.0 $202K 0.02% NEW $192.13 +6.3%
587 ALL ALLSTATE CORP Financial Services 939.0 $202K 0.02% NEW $214.76 -3.2%
588 LEN LENNAR CORP Consumer Cyclical 1,599.0 $202K 0.02% NEW $126.05 -28.9%
589 DECK DECKERS OUTDOOR CORP Consumer Cyclical 1,979.0 $201K 0.02% NEW $101.37 +12.0%
590 NX QUANEX BLDG PRODS CORP Industrials 13,088.0 $186K 0.02% NEW $14.22 +31.8%
591 F FORD MTR CO Consumer Cyclical 15,443.0 $185K 0.02% NEW $11.96 +39.5%
592 VSH VISHAY INTERTECHNOLOGY INC Technology 11,312.0 $173K 0.02% NEW $15.30 +246.3%
593 JBLU JETBLUE AWYS CORP Industrials 33,746.0 $166K 0.02% NEW $4.92 +10.1%
594 PCG PG&E CORP Utilities 10,652.0 $161K 0.02% NEW $15.08 +8.5%
595 FLO FLOWERS FOODS INC Consumer Defensive 12,223.0 $160K 0.02% NEW $13.05 -41.2%
596 KW KENNEDY-WILSON HOLDINGS INC Real Estate 17,096.0 $142K 0.01% NEW $8.32 +32.4%
597 OI O-I GLASS INC Consumer Cyclical 10,876.0 $141K 0.01% NEW $12.97 -29.8%
598 CVRX CVRX INC Healthcare 17,254.0 $139K 0.01% NEW $8.07 -30.5%
599 NRC NATIONAL RESH CORP Healthcare 10,724.0 $137K 0.01% NEW $12.78 +54.8%
600 AVNS AVANOS MED INC Healthcare 11,707.0 $135K 0.01% NEW $11.56 +114.2%
Page 30 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%