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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 20 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SNOW SNOWFLAKE INC Technology 2,145.0 $471K 0.05% +24.0 +1.1% $219.36 +13.3%
382 CELC CELCUITY INC Healthcare 4,717.0 $470K 0.05% +35.0 +0.8% $99.74 +29.2%
383 FNB F N B CORP Financial Services 27,468.0 $470K 0.05% $17.10 +2.8%
384 FAF FIRST AMERN FINL CORP Financial Services 7,639.0 $469K 0.05% +181.0 +2.4% $61.44 +8.1%
385 GLPI GAMING & LEISURE PPTYS INC Real Estate 10,465.0 $468K 0.05% -4K -27.5% $44.69 +5.8%
386 NEE NEXTERA ENERGY INC Utilities 5,794.0 $465K 0.05% +182.0 +3.2% $80.28 +7.8%
387 MLPA GLOBAL X FDS 9,438.0 $457K 0.05% -70.0 -0.7% $48.41 +10.3%
388 XLV SELECT SECTOR SPDR TR 2,950.0 $457K 0.05% -16.0 -0.5% $154.82 -3.1%
389 ELAN ELANCO ANIMAL HEALTH INC Healthcare 20,099.0 $455K 0.05% NEW $22.63 +7.0%
390 ITOT ISHARES TR 3,057.0 $455K 0.05% -69.0 -2.2% $148.68 +11.0%
391 FFIV F5 INC Technology 1,777.0 $454K 0.05% -3K -64.5% $255.26 +50.7%
392 COF CAPITAL ONE FINL CORP Financial Services 1,858.0 $450K 0.05% +70.0 +3.9% $242.36 -22.2%
393 CPB THE CAMPBELLS COMPANY Consumer Defensive 16,082.0 $448K 0.05% +6K +52.0% $27.87 -24.7%
394 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,195.0 $446K 0.05% +85.0 +4.0% $203.19 +62.3%
395 AMGN AMGEN INC Healthcare 1,362.0 $446K 0.05% +640.0 +88.6% $327.30 +2.7%
396 AXP AMERICAN EXPRESS CO Financial Services 1,198.0 $443K 0.05% +32.0 +2.7% $370.03 -14.5%
397 ADT ADT INC DEL Industrials 54,914.0 $443K 0.05% -404.0 -0.7% $8.07 -16.2%
398 PLNT PLANET FITNESS INC Consumer Cyclical 4,065.0 $441K 0.04% -207.0 -4.8% $108.47 -50.5%
399 DXCM DEXCOM INC Healthcare 6,588.0 $437K 0.04% +3K +85.2% $66.37 +10.3%
400 AZTA AZENTA INC Healthcare 13,112.0 $436K 0.04% -277.0 -2.1% $33.26 -32.0%
Page 20 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%