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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 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVY AVERY DENNISON CORP Industrials 1,292.0 $235K 0.02% NEW $181.88 -11.1%
62 A AGILENT TECHNOLOGIES INC Healthcare 1,726.0 $235K 0.02% NEW $136.03 +0.6%
63 AGIO AGIOS PHARMACEUTICALS INC Healthcare 8,595.0 $234K 0.02% NEW $27.22 +11.1%
64 HWKN HAWKINS INC Basic Materials 1,644.0 $234K 0.02% NEW $142.06 +12.8%
65 WGO WINNEBAGO INDS INC Consumer Cyclical 5,738.0 $233K 0.02% NEW $40.52 -25.4%
66 HPQ HP INC Technology 10,336.0 $230K 0.02% NEW $22.28 +11.5%
67 KFRC KFORCE INC Industrials 7,421.0 $229K 0.02% NEW $30.92 +43.7%
68 INBK FIRST INTERNET BANCORP Financial Services 10,958.0 $229K 0.02% NEW $20.87 +15.6%
69 SLV ISHARES SILVER TR Financial Services 3,540.0 $228K 0.02% NEW $64.42 +6.2%
70 AMG AFFILIATED MANAGERS GROUP IN Financial Services 788.0 $227K 0.02% NEW $288.28 +5.9%
71 UHAL U HAUL HOLDING COMPANY Industrials 4,423.0 $223K 0.02% NEW $50.41 +15.7%
72 PRAA PRA GROUP INC Financial Services 12,497.0 $221K 0.02% NEW $17.69 -12.3%
73 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 857.0 $219K 0.02% NEW $256.03 -15.2%
74 LUV SOUTHWEST AIRLS CO Industrials 5,285.0 $218K 0.02% NEW $41.33 +4.7%
75 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 12,017.0 $218K 0.02% NEW $18.15 -2.5%
76 LBRDK LIBERTY BROADBAND CORP Communication Services 4,391.0 $213K 0.02% NEW $48.60 -29.1%
77 EDV VANGUARD WORLD FD 3,275.0 $213K 0.02% NEW $65.01 -1.9%
78 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 7,536.0 $210K 0.02% NEW $27.85 +55.4%
79 TROW PRICE T ROWE GROUP INC Financial Services 2,036.0 $208K 0.02% NEW $102.40 +0.9%
80 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,223.0 $208K 0.02% NEW $170.00 +38.7%
Page 4 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%