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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 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SMH VANECK ETF TRUST 3,806.0 $1.4M 0.14% -37.0 -1.0% $360.16 +65.3%
42 COP CONOCOPHILLIPS Energy 14,360.0 $1.3M 0.14% -1K -8.9% $93.61 +23.0%
43 OXY OCCIDENTAL PETE CORP Energy 32,301.0 $1.3M 0.14% -433.0 -1.3% $41.12 +38.3%
44 CW CURTISS WRIGHT CORP Industrials 2,397.0 $1.3M 0.14% -156.0 -6.1% $551.27 +34.7%
45 TXG 10X GENOMICS INC Healthcare 80,336.0 $1.3M 0.14% -16K -16.3% $16.31 +56.4%
46 ET ENERGY TRANSFER L P Energy 77,048.0 $1.3M 0.13% -811.0 -1.0% $16.49 +17.2%
47 FR FIRST INDL RLTY TR INC Real Estate 21,771.0 $1.2M 0.13% -870.0 -3.8% $57.27 +10.1%
48 ISRG INTUITIVE SURGICAL INC Healthcare 2,192.0 $1.2M 0.13% -34.0 -1.5% $566.36 -26.1%
49 MDB MONGODB INC Technology 2,957.0 $1.2M 0.13% -276.0 -8.5% $419.69 -29.8%
50 MS MORGAN STANLEY Financial Services 6,953.0 $1.2M 0.13% -74.0 -1.1% $177.53 +13.6%
51 TGT TARGET CORP Consumer Defensive 12,542.0 $1.2M 0.13% -86.0 -0.7% $97.75 +31.3%
52 ILMN ILLUMINA INC Healthcare 9,159.0 $1.2M 0.12% -2K -19.7% $131.16 +14.5%
53 TER TERADYNE INC Technology 6,114.0 $1.2M 0.12% -119.0 -1.9% $193.55 +94.2%
54 PANW PALO ALTO NETWORKS INC Technology 6,418.0 $1.2M 0.12% -2K -20.3% $184.20 +34.9%
55 MDT MEDTRONIC PLC Healthcare 12,182.0 $1.2M 0.12% -950.0 -7.2% $96.06 -20.9%
56 CI THE CIGNA GROUP Healthcare 4,192.0 $1.2M 0.12% -2K -34.1% $275.21 +3.8%
57 MUB ISHARES TR 10,563.0 $1.1M 0.12% -2K -12.7% $107.11 -0.2%
58 BNDX VANGUARD CHARLOTTE FDS 22,504.0 $1.1M 0.11% -203.0 -0.9% $48.32 -0.2%
59 CRL CHARLES RIV LABS INTL INC Healthcare 5,429.0 $1.1M 0.11% -467.0 -7.9% $199.48 -17.5%
60 ASML ASML HOLDING N V Technology 1,006.0 $1.1M 0.11% -26.0 -2.5% $1069.44 +49.4%
Page 3 of 10  ·  192 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%