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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 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OEC ORION S.A. Basic Materials 22,426.0 $118K 0.01% NEW $5.28 +44.5%
102 MEI METHODE ELECTRS INC Technology 16,799.0 $112K 0.01% NEW $6.64 +75.1%
103 DMRC DIGIMARC CORP NEW Technology 16,629.0 $109K 0.01% NEW $6.56 +130.0%
104 EXPI EXP WORLD HLDGS INC Real Estate 11,915.0 $108K 0.01% NEW $9.05 -45.4%
105 LAND GLADSTONE LD CORP Real Estate 11,726.0 $107K 0.01% NEW $9.15 +4.1%
106 SXC SUNCOKE ENERGY INC Energy 14,296.0 $103K 0.01% NEW $7.20 +28.0%
107 PTLO PORTILLOS INC Consumer Cyclical 20,349.0 $92K 0.01% NEW $4.54 -7.6%
108 FORR FORRESTER RESH INC Industrials 11,170.0 $91K 0.01% NEW $8.12 -15.0%
109 PAYO PAYONEER GLOBAL INC Technology 16,107.0 $91K 0.01% NEW $5.62 -10.1%
110 GOGO GOGO INC Communication Services 18,681.0 $87K 0.01% NEW $4.66 +2.8%
111 JBI JANUS INTERNATIONAL GROUP IN Industrials 13,007.0 $85K 0.01% NEW $6.54 -18.9%
112 OSG OCTAVE SPECIALTY GROUP INC Financial Services 10,800.0 $84K 0.01% NEW $7.78 -27.6%
113 HLX HELIX ENERGY SOLUTIONS GRP I Energy 13,243.0 $83K 0.01% NEW $6.27 +47.9%
114 ABR ARBOR REALTY TRUST INC Real Estate 10,136.0 $79K 0.01% NEW $7.76 -27.4%
115 ASPI ASP ISOTOPES INC Basic Materials 14,360.0 $77K 0.01% NEW $5.35 +45.1%
116 ULCC FRONTIER GROUP HLDGS INC Industrials 15,290.0 $72K 0.01% NEW $4.71 +20.7%
117 VIR VIR BIOTECHNOLOGY INC Healthcare 11,313.0 $68K 0.01% NEW $6.03 +58.5%
118 TBI TRUEBLUE INC Industrials 14,746.0 $67K 0.01% NEW $4.55 +32.9%
119 COMMERCE.COM INC 14,173.0 $58K 0.01% NEW $4.12
120 ALTG ALTA EQUIPMENT GROUP INC Industrials 12,135.0 $56K 0.01% NEW $4.60 +34.1%
Page 6 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%