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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 15 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ETHA ISHARES ETHEREUM TR Financial Services 30,198.0 $677K 0.07% $22.43 -32.7%
282 TCBX THIRD COAST BANCSHARES INC Financial Services 17,792.0 $676K 0.07% -2K -10.0% $38.01 +1.2%
283 IEFA ISHARES TR 7,460.0 $667K 0.07% -2K -18.1% $89.46 +10.2%
284 CDW CDW CORP Technology 4,886.0 $666K 0.07% +3K +212.8% $136.21 -9.8%
285 TIP ISHARES TR 6,041.0 $664K 0.07% -218.0 -3.5% $109.91 +1.2%
286 JHG JANUS HENDERSON GROUP PLC Financial Services 13,938.0 $663K 0.07% +279.0 +2.0% $47.57 +8.9%
287 SPHY SPDR SERIES TRUST 27,983.0 $662K 0.07% -2K -6.4% $23.67 -0.7%
288 NXST NEXSTAR MEDIA GROUP INC Communication Services 3,252.0 $660K 0.07% +26.0 +0.8% $203.05 -10.5%
289 ADI ANALOG DEVICES INC Technology 2,432.0 $660K 0.07% +439.0 +22.0% $271.22 +51.5%
290 FFIN FIRST FINL BANKSHARES INC Financial Services 21,800.0 $651K 0.07% -347.0 -1.6% $29.87 +9.8%
291 BBCA J P MORGAN EXCHANGE TRADED F 6,959.0 $647K 0.07% $93.00 +8.3%
292 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,889.0 $645K 0.07% +2K +113.2% $223.18 -31.8%
293 CADENCE BANK 15,000.0 $643K 0.07% $42.84
294 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 6,987.0 $637K 0.07% -276.0 -3.8% $91.21 -3.1%
295 CFG CITIZENS FINL GROUP INC Financial Services 10,902.0 $637K 0.07% +175.0 +1.6% $58.41 +6.4%
296 WCC WESCO INTL INC Industrials 2,595.0 $635K 0.07% +51.0 +2.0% $244.64 +48.7%
297 MCK MCKESSON CORP Healthcare 773.0 $634K 0.07% +6.0 +0.8% $820.41 -8.9%
298 FRANKLIN XRP TRUST 31,811.0 $633K 0.07% NEW $19.91
299 CRI CARTERS INC Consumer Cyclical 19,304.0 $626K 0.06% +3K +17.0% $32.43 +20.0%
300 TYL TYLER TECHNOLOGIES INC Technology 1,379.0 $626K 0.06% +26.0 +1.9% $453.95 -32.3%
Page 15 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%