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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 24 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MTCH MATCH GROUP INC NEW Communication Services 10,203.0 $329K 0.03% -4K -28.9% $32.29 +11.4%
462 DGX QUEST DIAGNOSTICS INC Healthcare 1,883.0 $327K 0.03% +664.0 +54.5% $173.53 +13.2%
463 DOLE DOLE PLC Consumer Defensive 21,701.0 $325K 0.03% -1K -5.2% $14.99 -4.4%
464 XLY SELECT SECTOR SPDR TR 2,722.0 $325K 0.03% +1K +73.9% $119.41 +1.5%
465 NTAP NETAPP INC Technology 3,022.0 $324K 0.03% $107.09 +78.8%
466 MANH MANHATTAN ASSOCIATES INC Technology 1,864.0 $323K 0.03% $173.31 -15.9%
467 PNC PNC FINL SVCS GROUP INC Financial Services 1,545.0 $322K 0.03% -137.0 -8.2% $208.71 +5.5%
468 PKG PACKAGING CORP AMER Consumer Cyclical 1,563.0 $322K 0.03% -488.0 -23.8% $206.29 +5.0%
469 PNW PINNACLE WEST CAP CORP Utilities 3,603.0 $320K 0.03% -2K -30.4% $88.70 +13.2%
470 AXS AXIS CAP HLDGS LTD Financial Services 2,983.0 $319K 0.03% -106.0 -3.4% $107.09 -10.5%
471 ENB ENBRIDGE INC Energy 6,669.0 $319K 0.03% +109.0 +1.7% $47.83 +15.5%
472 ENOV ENOVIS CORPORATION Industrials 11,869.0 $316K 0.03% +1K +9.4% $26.64 -13.9%
473 NVS NOVARTIS AG Healthcare 2,291.0 $316K 0.03% +19.0 +0.8% $137.89 +10.1%
474 MORN MORNINGSTAR INC Financial Services 1,451.0 $315K 0.03% NEW $217.31 -17.9%
475 TRMB TRIMBLE INC Technology 4,024.0 $315K 0.03% $78.35 -29.9%
476 J P MORGAN EXCHANGE TRADED F 6,225.0 $315K 0.03% +514.0 +9.0% $50.59
477 FIRST FNDTN INC 51,028.0 $314K 0.03% NEW $6.16
478 EVR EVERCORE INC Financial Services 921.0 $313K 0.03% -10.0 -1.1% $340.37 +2.4%
479 CSR CENTERSPACE Real Estate 4,683.0 $312K 0.03% $66.72 +0.2%
480 GTES GATES INDL CORP PLC Industrials 14,532.0 $312K 0.03% -31K -68.4% $21.47 +19.1%
Page 24 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%