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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 26 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 VNT VONTIER CORPORATION Technology 7,681.0 $286K 0.03% -45.0 -0.6% $37.18 -22.5%
502 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,237.0 $282K 0.03% -3K -40.0% $53.93 +5.9%
503 MELI MERCADOLIBRE INC Consumer Cyclical 140.0 $282K 0.03% NEW $2014.26 -15.4%
504 OKTA OKTA INC Technology 3,257.0 $282K 0.03% -11K -77.4% $86.47 +34.5%
505 ROK ROCKWELL AUTOMATION INC Industrials 723.0 $281K 0.03% NEW $389.30 +17.0%
506 GWW WW GRAINGER INC Industrials 277.0 $280K 0.03% -203.0 -42.3% $1009.78 +23.1%
507 PII POLARIS INC Consumer Cyclical 4,421.0 $280K 0.03% NEW $63.25 +10.7%
508 MIDD MIDDLEBY CORP Industrials 1,868.0 $278K 0.03% -2K -49.2% $148.67 +3.8%
509 BSX BOSTON SCIENTIFIC CORP Healthcare 2,894.0 $276K 0.03% -4K -56.6% $95.35 -48.5%
510 GTM ZOOMINFO TECHNOLOGIES INC Technology 27,056.0 $275K 0.03% +4K +19.0% $10.17 -67.3%
511 HUDSON PAC PPTYS INC 25,226.0 $273K 0.03% NEW $10.83
512 ALLY ALLY FINL INC Financial Services 6,030.0 $273K 0.03% NEW $45.29 -5.0%
513 FORGE GLOBAL HOLDINGS INC 6,121.0 $273K 0.03% NEW $44.56
514 MAA MID-AMER APT CMNTYS INC Real Estate 1,959.0 $272K 0.03% -4K -65.6% $138.91 -6.9%
515 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,221.0 $267K 0.03% NEW $82.99 -34.8%
516 REGN REGENERON PHARMACEUTICALS Healthcare 345.0 $267K 0.03% NEW $772.60 -19.6%
517 NOBL PROSHARES TR 2,559.0 $266K 0.03% +310.0 +13.8% $104.07 -48.3%
518 GLOBUS MED INC 3,048.0 $266K 0.03% NEW $87.31
519 NOC NORTHROP GRUMMAN CORP Industrials 465.0 $265K 0.03% +23.0 +5.2% $570.60 -2.7%
520 TREEHOUSE FOODS INC 11,219.0 $265K 0.03% NEW $23.59
Page 26 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%