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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 10 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TECH BIO-TECHNE CORP Healthcare 17,862.0 $1.1M 0.11% -1K -6.4% $58.81 -14.3%
182 FORTINET INC 13,165.0 $1.0M 0.11% +6K +78.7% $79.41
183 EMLP FIRST TR EXCHANGE-TRADED FD 27,532.0 $1.0M 0.11% -245.0 -0.9% $37.87 +14.8%
184 QRVO QORVO INC Technology 12,298.0 $1.0M 0.11% +4K +55.3% $84.51 +25.5%
185 XSMO INVESCO EXCHANGE TRADED FD T 14,428.0 $1.0M 0.11% $72.01 +23.8%
186 PNR PENTAIR PLC Industrials 9,947.0 $1.0M 0.11% $104.14 -31.6%
187 IJR ISHARES TR 8,607.0 $1.0M 0.11% -118.0 -1.4% $120.18 +16.3%
188 EPR EPR PPTYS Real Estate 20,600.0 $1.0M 0.11% +7K +53.7% $49.90 +16.7%
189 DG DOLLAR GEN CORP NEW Consumer Defensive 7,610.0 $1.0M 0.10% -4K -37.0% $132.77 -16.8%
190 ABT ABBOTT LABS Healthcare 8,061.0 $1.0M 0.10% +2K +44.6% $125.28 -31.5%
191 NSC NORFOLK SOUTHN CORP Industrials 3,496.0 $1.0M 0.10% $288.69 +7.6%
192 FANG DIAMONDBACK ENERGY INC Energy 6,686.0 $1.0M 0.10% -51.0 -0.8% $150.34 +29.2%
193 AMAT APPLIED MATLS INC Technology 3,902.0 $1.0M 0.10% -429.0 -9.9% $256.98 +76.9%
194 BLK BLACKROCK INC Financial Services 927.0 $992K 0.10% $1070.38 -1.9%
195 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 5,127.0 $992K 0.10% +230.0 +4.7% $193.44 +4.5%
196 CASY CASEYS GEN STORES INC Consumer Cyclical 1,776.0 $982K 0.10% NEW $552.73 +40.9%
197 DAL DELTA AIR LINES INC DEL Industrials 14,115.0 $980K 0.10% +4K +42.5% $69.40 +18.0%
198 BK BANK NEW YORK MELLON CORP Financial Services 8,426.0 $978K 0.10% +102.0 +1.2% $116.09 +19.8%
199 G GENPACT LIMITED Technology 20,701.0 $968K 0.10% -8K -28.1% $46.78 -31.7%
200 TPR TAPESTRY INC Consumer Cyclical 7,575.0 $968K 0.10% +950.0 +14.3% $127.78 +12.6%
Page 10 of 35  ·  682 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%