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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 27 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 GTY GETTY RLTY CORP NEW Real Estate 9,665.0 $265K 0.03% NEW $27.37 +19.9%
522 GNRC GENERAC HLDGS INC Industrials 1,937.0 $264K 0.03% -2K -49.0% $136.37 +104.9%
523 CTRA COTERRA ENERGY INC Energy 9,983.0 $263K 0.03% -6K -37.3% $26.32 +23.7%
524 WBD WARNER BROS DISCOVERY INC Communication Services 9,085.0 $262K 0.03% NEW $28.82 -5.8%
525 MKSI MKS INC. Technology 1,638.0 $262K 0.03% NEW $159.80 +102.4%
526 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 434.0 $262K 0.03% $602.90 +12.7%
527 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,652.0 $261K 0.03% -69.0 -4.0% $158.29 +6.2%
528 ALMS ALUMIS INC Healthcare 26,667.0 $260K 0.03% +6K +30.5% $9.76 +119.3%
529 VGT VANGUARD WORLD FD 344.0 $259K 0.03% $753.89 -84.2%
530 INGR INGREDION INC Consumer Defensive 2,347.0 $259K 0.03% -5K -66.3% $110.24 -6.4%
531 DHR DANAHER CORPORATION Healthcare 1,128.0 $258K 0.03% -219.0 -16.3% $228.88 -21.1%
532 ARKK ARK ETF TR 3,349.0 $258K 0.03% $76.92 +5.3%
533 LIN LINDE PLC Basic Materials 603.0 $257K 0.03% -571.0 -48.6% $426.47 +17.7%
534 MAT MATTEL INC Consumer Cyclical 12,924.0 $256K 0.03% NEW $19.84 -24.9%
535 TJX TJX COS INC NEW Consumer Cyclical 1,663.0 $255K 0.03% -72.0 -4.2% $153.58 +0.9%
536 PRAXIS PRECISION MEDICINES I 866.0 $255K 0.03% NEW $294.74
537 TXN TEXAS INSTRS INC Technology 1,465.0 $254K 0.03% -450.0 -23.5% $173.46 +83.0%
538 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,404.0 $253K 0.03% NEW $57.49 +39.2%
539 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,645.0 $252K 0.03% NEW $95.26 +19.0%
540 RPRX ROYALTY PHARMA PLC Healthcare 6,514.0 $252K 0.03% $38.64 +41.0%
Page 27 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%