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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 23 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VRT VERTIV HOLDINGS CO Industrials 2,248.0 $364K 0.04% $162.02 +90.7%
442 MSA MSA SAFETY INC Industrials 2,267.0 $363K 0.04% $160.17 +5.8%
443 NOW SERVICENOW INC Technology 2,369.0 $363K 0.04% +1K +87.0% $153.19 -20.5%
444 IWD ISHARES TR 1,724.0 $363K 0.04% $210.35 +13.2%
445 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 15,812.0 $362K 0.04% NEW $22.92 -4.8%
446 OZK BANK OZK LITTLE ROCK ARK Financial Services 7,865.0 $362K 0.04% -9K -53.8% $46.02 +5.3%
447 WMS ADVANCED DRAIN SYS INC DEL Industrials 2,495.0 $361K 0.04% NEW $144.83 -3.5%
448 VRE VERIS RESIDENTIAL INC Real Estate 23,693.0 $353K 0.04% +5K +26.2% $14.88 +27.6%
449 AMH AMERICAN HOMES 4 RENT Real Estate 10,896.0 $350K 0.04% NEW $32.10 +1.0%
450 SPYM SPDR SERIES TRUST 4,329.0 $347K 0.04% +66.0 +1.6% $80.22 +11.0%
451 WWD WOODWARD INC Industrials 1,143.0 $346K 0.04% +20.0 +1.8% $302.35 +16.0%
452 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 5,089.0 $343K 0.04% NEW $67.39 +18.3%
453 KW KENNEDY-WILSON HOLDINGS INC Real Estate 35,437.0 $343K 0.04% +18K +107.3% $9.67 +13.9%
454 AXTA AXALTA COATING SYS LTD Basic Materials 10,592.0 $342K 0.04% NEW $32.31 -4.8%
455 NSP INSPERITY INC Industrials 8,821.0 $342K 0.04% NEW $38.72 -11.6%
456 BBSI BARRETT BUSINESS SVCS INC Industrials 9,343.0 $338K 0.04% NEW $36.21 -11.0%
457 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 9,216.0 $335K 0.03% NEW $36.30 +7.7%
458 OMC OMNICOM GROUP INC Communication Services 4,116.0 $332K 0.03% -524.0 -11.3% $80.75 -9.5%
459 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 21,233.0 $331K 0.03% $15.59 +2.9%
460 UBER UBER TECHNOLOGIES INC Technology 4,041.0 $330K 0.03% -179.0 -4.2% $81.71 -12.9%
Page 23 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%