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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 18 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EMR EMERSON ELEC CO Industrials 4,064.0 $539K 0.06% +120.0 +3.0% $132.71 +7.5%
342 GEV GE VERNOVA INC Utilities 822.0 $537K 0.06% $653.29 +47.4%
343 PRCT PROCEPT BIOROBOTICS CORP Healthcare 17,067.0 $537K 0.06% NEW $31.46 -13.7%
344 EVRG EVERGY INC Utilities 7,356.0 $533K 0.06% +72.0 +1.0% $72.49 +13.8%
345 MO ALTRIA GROUP INC Consumer Defensive 9,182.0 $529K 0.05% $57.66 +23.2%
346 MMM 3M CO Industrials 3,293.0 $527K 0.05% +1K +47.5% $160.11 -3.9%
347 DGRO ISHARES TR 7,527.0 $523K 0.05% $69.42 +7.9%
348 LW LAMB WESTON HLDGS INC Consumer Defensive 12,464.0 $522K 0.05% NEW $41.89 +2.6%
349 NRP NATURAL RESOURCE PARTNERS L Energy 5,000.0 $522K 0.05% $104.40 -0.4%
350 IVZ INVESCO LTD Financial Services 19,851.0 $521K 0.05% $26.27 +7.4%
351 NVCR NOVOCURE LTD Healthcare 40,018.0 $517K 0.05% +5K +13.1% $12.93 +31.0%
352 FERG FERGUSON ENTERPRISES INC Industrials 2,316.0 $516K 0.05% $222.61 +1.0%
353 TMO THERMO FISHER SCIENTIFIC INC Healthcare 889.0 $515K 0.05% -87.0 -8.9% $579.56 -15.6%
354 USFD US FOODS HLDG CORP Consumer Defensive 6,742.0 $508K 0.05% -297.0 -4.2% $75.32 +8.6%
355 VNOM VIPER ENERGY INC Energy 13,133.0 $507K 0.05% -88.0 -0.7% $38.63 +17.2%
356 DASH DOORDASH INC Communication Services 2,240.0 $507K 0.05% -1K -40.0% $226.48 -29.8%
357 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 13,666.0 $506K 0.05% +7K +101.7% $37.00 -12.0%
358 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 8,759.0 $505K 0.05% NEW $57.69 +49.7%
359 RNG RINGCENTRAL INC Technology 17,489.0 $505K 0.05% -163.0 -0.9% $28.88 +46.3%
360 GLW CORNING INC Technology 5,716.0 $500K 0.05% -215.0 -3.6% $87.56 +99.9%
Page 18 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%