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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 21 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NEBIUS GROUP N.V. 5,210.0 $436K 0.04% +2K +58.2% $83.70
402 WAB WABTEC Industrials 2,016.0 $430K 0.04% $213.49 +22.3%
403 VRNS VARONIS SYS INC Technology 13,112.0 $430K 0.04% NEW $32.80 +1.0%
404 SHC SOTERA HEALTH CO Healthcare 24,229.0 $427K 0.04% +6K +32.9% $17.64 -10.9%
405 BIO BIO RAD LABS INC Healthcare 1,403.0 $425K 0.04% +15.0 +1.1% $302.99 +4.5%
406 EEM ISHARES TR 7,745.0 $424K 0.04% $54.71 +25.2%
407 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,524.0 $419K 0.04% $275.14 +17.0%
408 TRV TRAVELERS COMPANIES INC Financial Services 1,444.0 $419K 0.04% $290.03 +1.9%
409 AHR AMERICAN HEALTHCARE REIT INC Real Estate 8,883.0 $418K 0.04% -276.0 -3.0% $47.06 +3.5%
410 AVNS AVANOS MED INC Healthcare 36,990.0 $415K 0.04% +25K +216.0% $11.23 +120.5%
411 PSK SPDR SERIES TRUST 13,063.0 $414K 0.04% $31.69 -1.7%
412 AIG AMERICAN INTL GROUP INC Financial Services 4,802.0 $411K 0.04% -70.0 -1.4% $85.55 -11.5%
413 RMD RESMED INC Healthcare 1,702.0 $410K 0.04% -432.0 -20.2% $240.94 -16.9%
414 FPEI FIRST TR EXCH TRADED FD III 21,009.0 $407K 0.04% +6K +40.1% $19.39 -0.7%
415 M MACYS INC Consumer Cyclical 18,466.0 $407K 0.04% NEW $22.05 +0.3%
416 ZION ZIONS BANCORPORATION N A Financial Services 6,938.0 $406K 0.04% -2K -25.5% $58.54 +7.1%
417 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 8,298.0 $406K 0.04% +5K +125.5% $48.94 +1.9%
418 EXC EXELON CORP Utilities 9,311.0 $406K 0.04% +391.0 +4.4% $43.59 +4.8%
419 SANDISK CORP 1,707.0 $405K 0.04% NEW $237.38
420 HAS HASBRO INC Consumer Cyclical 4,893.0 $401K 0.04% NEW $82.00 +5.6%
Page 21 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%