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Portfolio (Quarterly) Guide ↗

Inscription Capital, LLC

· CIK 0001767868
13F Portfolio $928M AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 638 New
Page 21 of 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XLV SELECT SECTOR SPDR TR 2,966.0 $413K 0.04% NEW $139.16 +14.2%
402 CMCSA COMCAST CORP NEW Communication Services 13,105.0 $412K 0.04% NEW $31.42 -25.2%
403 NEM NEWMONT CORP Basic Materials 4,877.0 $411K 0.04% NEW $84.30 +13.4%
404 TOST TOAST INC Technology 11,236.0 $410K 0.04% NEW $36.51 -16.8%
405 WAB WABTEC Industrials 2,024.0 $406K 0.04% NEW $200.50 +29.5%
406 TRV TRAVELERS COMPANIES INC Financial Services 1,443.0 $403K 0.04% NEW $279.31 +18.3%
407 EXC EXELON CORP Utilities 8,920.0 $401K 0.04% NEW $45.01 +2.6%
408 CLS CELESTICA INC Technology 1,629.0 $401K 0.04% NEW $246.38 +35.3%
409 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,519.0 $398K 0.04% NEW $262.33 +36.5%
410 VIVAKOR INC 945,900.0 $397K 0.04% NEW $0.42
411 IONQ IONQ INC Technology 6,455.0 $397K 0.04% NEW $61.50 -38.9%
412 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,722.0 $393K 0.04% NEW $45.10 +29.9%
413 MSA MSA SAFETY INC Industrials 2,268.0 $390K 0.04% NEW $172.05 -2.3%
414 BIO BIO RAD LABS INC Healthcare 1,388.0 $389K 0.04% NEW $280.39 +5.4%
415 AXP AMERICAN EXPRESS CO Financial Services 1,166.0 $387K 0.04% NEW $332.29 +8.3%
416 W WAYFAIR INC Consumer Cyclical 4,322.0 $386K 0.04% NEW $89.33 +2.7%
417 VICI VICI PPTYS INC Real Estate 11,816.0 $385K 0.04% NEW $32.61 -18.9%
418 AHR AMERICAN HEALTHCARE REIT INC Real Estate 9,159.0 $385K 0.04% NEW $42.01 +29.8%
419 AZTA AZENTA INC Healthcare 13,389.0 $385K 0.04% NEW $28.72 -7.5%
420 MANH MANHATTAN ASSOCIATES INC Technology 1,871.0 $384K 0.04% NEW $204.98 -23.1%
Page 21 of 32  ·  638 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 25.0%
Financial Services 18.0%
Consumer Cyclical 11.4%
Industrials 9.3%
Consumer Defensive 8.3%
Energy 8.2%
Healthcare 7.4%
Communication Services 6.8%
Real Estate 2.8%
Utilities 1.5%