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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 14 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HE HAWAIIAN ELEC INDUSTRIES Utilities 61,968.0 $762K 0.08% $12.30 +8.6%
262 AFL AFLAC INC Financial Services 6,873.0 $758K 0.08% +1K +24.2% $110.26 +2.8%
263 VXF VANGUARD INDEX FDS 3,562.0 $745K 0.08% +25.0 +0.7% $209.15 +12.3%
264 WFC WELLS FARGO CO NEW Financial Services 7,982.0 $744K 0.08% +2K +40.3% $93.20 -16.9%
265 ESS ESSEX PPTY TR INC Real Estate 2,812.0 $736K 0.08% +2K +127.7% $261.68 +5.1%
266 SCHW SCHWAB CHARLES CORP Financial Services 7,305.0 $730K 0.07% +154.0 +2.1% $99.91 -13.2%
267 XYL XYLEM INC Industrials 5,340.0 $727K 0.07% +198.0 +3.9% $136.18 -19.1%
268 DFAX DIMENSIONAL ETF TRUST 22,136.0 $725K 0.07% $32.73 +15.6%
269 T AT&T INC Communication Services 29,099.0 $723K 0.07% -7K -18.7% $24.84 -0.2%
270 SPUU DIREXION SHS ETF TR 3,897.0 $718K 0.07% +41.0 +1.1% $184.12 +20.1%
271 DT DYNATRACE INC Technology 16,521.0 $716K 0.07% -8K -32.6% $43.34 -2.6%
272 HSY HERSHEY CO Consumer Defensive 3,919.0 $713K 0.07% -598.0 -13.2% $181.97 +6.9%
273 MAIN MAIN STR CAP CORP Financial Services 11,799.0 $713K 0.07% $60.39 -15.2%
274 INTC INTEL CORP Technology 19,272.0 $711K 0.07% +7K +55.8% $36.90 +223.6%
275 BX BLACKSTONE INC Financial Services 4,591.0 $708K 0.07% +1K +30.2% $154.13 -25.0%
276 L LOEWS CORP Financial Services 6,712.0 $707K 0.07% +37.0 +0.6% $105.31 -0.5%
277 UAL UNITED AIRLS HLDGS INC Industrials 6,271.0 $701K 0.07% +322.0 +5.4% $111.82 +4.6%
278 GGG GRACO INC Industrials 8,310.0 $681K 0.07% +91.0 +1.1% $81.97 -7.7%
279 JCI JOHNSON CTLS INTL PLC Industrials 5,669.0 $679K 0.07% $119.74 +13.5%
280 AGO ASSURED GUARANTY LTD Financial Services 7,553.0 $679K 0.07% $89.87 -17.5%
Page 14 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%