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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WEST WESTROCK COFFEE CO Consumer Defensive 50,838.0 $207K 0.02% NEW $4.07 +95.4%
82 DTM DT MIDSTREAM INC Energy 1,702.0 $204K 0.02% NEW $119.68 +20.0%
83 CMC COMMERCIAL METALS CO Basic Materials 2,938.0 $203K 0.02% NEW $69.22 +11.0%
84 IVE ISHARES TR 957.0 $203K 0.02% NEW $211.98 +7.6%
85 PAYSAFE LIMITED 21,803.0 $176K 0.02% NEW $8.09
86 SOC SABLE OFFSHORE CORP Energy 19,244.0 $174K 0.02% NEW $9.02 +49.9%
87 BUR BURFORD CAP LTD Financial Services 18,832.0 $168K 0.02% NEW $8.92 -49.6%
88 FA FIRST ADVANTAGE CORP NEW Industrials 11,559.0 $168K 0.02% NEW $14.53 +9.3%
89 BIOHAVEN LTD 13,869.0 $157K 0.02% NEW $11.29
90 RWT REDWOOD TRUST INC Real Estate 28,089.0 $155K 0.02% NEW $5.53 -2.8%
91 SAFEHOLD INC 11,087.0 $152K 0.02% NEW $13.69
92 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 12,788.0 $148K 0.01% NEW $11.56 +38.0%
93 ASC ARDMORE SHIPPING CORP Industrials 13,755.0 $146K 0.01% NEW $10.59 +58.3%
94 MYGN MYRIAD GENETICS INC Healthcare 23,372.0 $144K 0.01% NEW $6.15 -31.6%
95 CRGY CRESCENT ENERGY COMPANY Energy 16,525.0 $139K 0.01% NEW $8.39 +41.2%
96 GOOD GLADSTONE COMMERCIAL CORP Real Estate 12,308.0 $131K 0.01% NEW $10.67 +19.2%
97 MRTN MARTEN TRANS LTD Industrials 10,936.0 $124K 0.01% NEW $11.38 +52.9%
98 THRY THRYV HLDGS INC Communication Services 20,364.0 $123K 0.01% NEW $6.05 -38.1%
99 TG TREDEGAR CORP Industrials 16,987.0 $122K 0.01% NEW $7.18 +11.1%
100 ANIK ANIKA THERAPEUTICS INC Healthcare 12,666.0 $122K 0.01% NEW $9.61 +53.9%
Page 5 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%