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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 19 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BBEU J P MORGAN EXCHANGE TRADED F 6,819.0 $500K 0.05% $73.30 +6.6%
362 BDX BECTON DICKINSON & CO Healthcare 2,559.0 $497K 0.05% +1K +93.7% $194.03 -23.5%
363 LH LABCORP HOLDINGS INC Healthcare 1,978.0 $496K 0.05% NEW $250.92 +4.8%
364 EGBN EAGLE BANCORP INC MD Financial Services 23,109.0 $495K 0.05% NEW $21.42 +26.7%
365 XHB SPDR SERIES TRUST 4,793.0 $493K 0.05% -147.0 -3.0% $102.95 +0.7%
366 EPAM EPAM SYS INC Technology 2,406.0 $493K 0.05% NEW $204.88 -49.8%
367 GDX VANECK ETF TRUST 5,747.0 $493K 0.05% $85.77 +1.6%
368 USB US BANCORP DEL Financial Services 9,142.0 $488K 0.05% $53.36 +2.3%
369 OGE OGE ENERGY CORP Utilities 11,409.0 $487K 0.05% -1K -10.4% $42.70 +10.6%
370 AAL AMERICAN AIRLS GROUP INC Industrials 31,708.0 $486K 0.05% -2K -4.6% $15.33 -3.7%
371 YUM YUM BRANDS INC Consumer Cyclical 3,208.0 $485K 0.05% -68.0 -2.1% $151.26 -1.0%
372 NEU NEWMARKET CORP Basic Materials 706.0 $485K 0.05% +68.0 +10.7% $686.79 +14.5%
373 BBJP J P MORGAN EXCHANGE TRADED F 7,340.0 $484K 0.05% $65.91 +14.4%
374 CERIBELL INC 22,027.0 $483K 0.05% NEW $21.93
375 SO SOUTHERN CO Utilities 5,504.0 $480K 0.05% +279.0 +5.3% $87.21 +5.6%
376 PCTY PAYLOCITY HLDG CORP Technology 3,130.0 $477K 0.05% -3K -52.1% $152.50 -25.2%
377 THC TENET HEALTHCARE CORP Healthcare 2,400.0 $477K 0.05% $198.72 -10.2%
378 CEF SPROTT ASSET MANAGEMENT LP Financial Services 10,400.0 $476K 0.05% +4K +73.3% $45.80 +3.5%
379 SBUX STARBUCKS CORP Consumer Cyclical 5,649.0 $476K 0.05% -590.0 -9.5% $84.20 +18.9%
380 FISV FISERV INC Technology 7,019.0 $471K 0.05% +3K +62.2% $67.17 -15.4%
Page 19 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%