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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 25 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PFFD GLOBAL X FDS 16,472.0 $311K 0.03% +256.0 +1.6% $18.91 -1.3%
482 IONQ IONQ INC Technology 6,916.0 $310K 0.03% +461.0 +7.1% $44.87 -14.6%
483 PEGA PEGASYSTEMS INC Technology 5,151.0 $308K 0.03% +581.0 +12.7% $59.73 -46.6%
484 EHC ENCOMPASS HEALTH CORP Healthcare 2,889.0 $307K 0.03% -474.0 -14.1% $106.15 +2.9%
485 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 18,583.0 $304K 0.03% NEW $16.35 +50.6%
486 FAST FASTENAL CO Industrials 7,521.0 $302K 0.03% NEW $40.13 +11.0%
487 MTZ MASTEC INC Industrials 1,379.0 $300K 0.03% +30.0 +2.2% $217.37 +61.8%
488 ITRI ITRON INC Technology 3,196.0 $297K 0.03% NEW $92.86 -8.9%
489 HEICO CORP NEW 1,168.0 $295K 0.03% +309.0 +36.0% $252.43
490 FCX FREEPORT-MCMORAN INC Basic Materials 5,802.0 $295K 0.03% +103.0 +1.8% $50.79 +21.5%
491 ACWI ISHARES TR 2,082.0 $295K 0.03% $141.49 +11.3%
492 DUK DUKE ENERGY CORP NEW Utilities 2,511.0 $294K 0.03% +152.0 +6.4% $117.22 +7.1%
493 TOST TOAST INC Technology 8,268.0 $294K 0.03% -3K -26.4% $35.51 -12.8%
494 RJF RAYMOND JAMES FINL INC Financial Services 1,822.0 $293K 0.03% +89.0 +5.1% $160.57 +6.2%
495 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 9,671.0 $291K 0.03% +3K +51.5% $30.10 -9.3%
496 CMS CMS ENERGY CORP Utilities 4,140.0 $290K 0.03% -921.0 -18.2% $69.93 +6.4%
497 ALLE ALLEGION PLC Industrials 1,813.0 $289K 0.03% $159.22 -14.6%
498 IQVIA HLDGS INC 1,274.0 $287K 0.03% $225.41
499 VV VANGUARD INDEX FDS 911.0 $287K 0.03% NEW $314.96 +10.4%
500 SPOT SPOTIFY TECHNOLOGY S A Communication Services 492.0 $286K 0.03% -547.0 -52.6% $580.71 -15.7%
Page 25 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 7.6%
Communication Services 7.0%
Real Estate 2.3%
Utilities 1.3%