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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 17 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FTCS FIRST TR EXCHANGE-TRADED FD 6,252.0 $578K 0.06% -706.0 -10.2% $92.52 +1.3%
322 FLO FLOWERS FOODS INC Consumer Defensive 53,161.0 $578K 0.06% +41K +334.9% $10.88 -29.0%
323 PSA PUBLIC STORAGE OPER CO Real Estate 2,215.0 $575K 0.06% $259.52 +18.7%
324 ES EVERSOURCE ENERGY Utilities 8,504.0 $573K 0.06% +285.0 +3.5% $67.33 +2.0%
325 VUG VANGUARD INDEX FDS 1,173.0 $572K 0.06% -28.0 -2.3% $487.80 -81.7%
326 CEG CONSTELLATION ENERGY CORP Utilities 1,600.0 $565K 0.06% +291.0 +22.2% $353.18 -18.8%
327 CME CME GROUP INC Financial Services 2,066.0 $564K 0.06% +26.0 +1.3% $273.10 +2.3%
328 VNDA VANDA PHARMACEUTICALS INC Healthcare 63,878.0 $563K 0.06% +48K +293.5% $8.82 -26.9%
329 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,915.0 $562K 0.06% +563.0 +41.6% $293.56 +6.1%
330 FDMO FIDELITY COVINGTON TRUST 6,610.0 $555K 0.06% $83.96 +13.8%
331 FIX COMFORT SYS USA INC Industrials 593.0 $554K 0.06% +34.0 +6.1% $933.96 +92.4%
332 DLTR DOLLAR TREE INC Consumer Defensive 4,466.0 $549K 0.06% -42.0 -0.9% $123.01 -7.5%
333 JAMF HLDG CORP 42,191.0 $549K 0.06% NEW $13.01
334 MU MICRON TECHNOLOGY INC Technology 1,923.0 $549K 0.06% -76.0 -3.8% $285.37 +234.9%
335 TWLO TWILIO INC Communication Services 3,825.0 $544K 0.06% +206.0 +5.7% $142.24 +29.9%
336 LUNR INTUITIVE MACHINES INC Industrials 33,507.0 $544K 0.06% $16.23 +142.9%
337 ITGR INTEGER HLDGS CORP Healthcare 6,921.0 $543K 0.06% NEW $78.43 +14.5%
338 NEM NEWMONT CORP Basic Materials 5,435.0 $543K 0.06% +558.0 +11.4% $99.85 +8.6%
339 COLB COLUMBIA BKG SYS INC Financial Services 19,408.0 $542K 0.06% $27.95 +6.2%
340 W WAYFAIR INC Consumer Cyclical 5,393.0 $542K 0.06% +1K +24.8% $100.41 -27.3%
Page 17 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%