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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 22 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IEMG ISHARES INC 5,951.0 $400K 0.04% +956.0 +19.1% $67.22 +24.4%
422 PYPL PAYPAL HLDGS INC Financial Services 6,824.0 $398K 0.04% -1K -16.7% $58.38 -23.7%
423 PSN PARSONS CORP DEL Industrials 6,441.0 $398K 0.04% NEW $61.80 -5.6%
424 CLS CELESTICA INC Technology 1,345.0 $398K 0.04% -284.0 -17.4% $295.61 +26.9%
425 PR PERMIAN RESOURCES CORP Energy 28,175.0 $395K 0.04% $14.03 +37.2%
426 ETSY INC 7,126.0 $395K 0.04% -14K -66.1% $55.44
427 EIPI FIRST TR EXCHNG TRADED FD VI 19,829.0 $394K 0.04% NEW $19.87 +10.7%
428 LEG LEGGETT & PLATT INC Consumer Cyclical 35,370.0 $389K 0.04% -6K -15.2% $11.00 -5.2%
429 GEN GEN DIGITAL INC Technology 14,246.0 $387K 0.04% -27K -65.2% $27.19 -8.8%
430 ICUI ICU MED INC Healthcare 2,703.0 $386K 0.04% -6K -67.7% $142.67 -3.2%
431 EQT EQT CORP Energy 7,193.0 $386K 0.04% +551.0 +8.3% $53.60 +2.7%
432 DPZ DOMINOS PIZZA INC Consumer Cyclical 924.0 $385K 0.04% -488.0 -34.6% $416.89 -25.5%
433 ASTRAZENECA PLC 4,169.0 $383K 0.04% +44.0 +1.1% $91.94
434 BAX BAXTER INTL INC Healthcare 20,000.0 $382K 0.04% $19.11 -0.5%
435 OLMA OLEMA PHARMACEUTICALS INC Healthcare 15,273.0 $382K 0.04% NEW $25.00 -49.3%
436 EME EMCOR GROUP INC Industrials 622.0 $381K 0.04% +78.0 +14.3% $611.74 +35.2%
437 PTC PTC INC Technology 2,184.0 $380K 0.04% NEW $174.21 -22.1%
438 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,456.0 $377K 0.04% $258.65 +42.4%
439 CRH PLC 3,009.0 $376K 0.04% +48.0 +1.6% $124.81
440 ITT ITT INC Industrials 2,153.0 $374K 0.04% +84.0 +4.1% $173.51 +11.8%
Page 22 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%