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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 28 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 HDB HDFC BANK LTD Financial Services 6,857.0 $251K 0.03% +185.0 +2.8% $36.54 -35.2%
542 VST VISTRA CORP Utilities 1,553.0 $250K 0.03% -37.0 -2.3% $161.28 -0.6%
543 TT TRANE TECHNOLOGIES PLC Industrials 643.0 $250K 0.03% -199.0 -23.6% $389.26 +16.2%
544 APA APA CORPORATION Energy 10,199.0 $249K 0.03% $24.46 +49.3%
545 ROP ROPER TECHNOLOGIES INC Industrials 558.0 $248K 0.03% NEW $445.18 -28.2%
546 FDX FEDEX CORP Industrials 858.0 $248K 0.03% NEW $288.97 +42.4%
547 PSKY PARAMOUNT SKYDANCE CORP Communication Services 18,457.0 $247K 0.03% $13.40 -19.3%
548 FOX FOX CORP Communication Services 3,784.0 $246K 0.03% $64.93 -8.8%
549 OKE ONEOK INC NEW Energy 3,322.0 $244K 0.03% +333.0 +11.1% $73.49 +18.4%
550 CTAS CINTAS CORP Industrials 1,292.0 $243K 0.03% -976.0 -43.0% $188.07 -8.0%
551 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 2,330.0 $240K 0.03% NEW $102.79 -79.8%
552 SHOP SHOPIFY INC Technology 1,485.0 $239K 0.03% +26.0 +1.8% $160.97 -28.5%
553 RKT ROCKET COS INC Financial Services 12,278.0 $238K 0.02% NEW $19.36 -25.6%
554 TRP TC ENERGY CORP Energy 4,320.0 $238K 0.02% +114.0 +2.7% $55.01 +22.9%
555 POR PORTLAND GEN ELEC CO Utilities 4,916.0 $236K 0.02% $47.99 +5.6%
556 AVY AVERY DENNISON CORP Industrials 1,292.0 $235K 0.02% NEW $181.88 -11.4%
557 A AGILENT TECHNOLOGIES INC Healthcare 1,726.0 $235K 0.02% NEW $136.03 -0.4%
558 ONEQ FIDELITY COMWLTH TR 2,566.0 $235K 0.02% $91.41 +16.0%
559 HUBB HUBBELL INC Industrials 528.0 $234K 0.02% +10.0 +1.9% $444.11 +6.7%
560 OKLO OKLO INC Utilities 3,263.0 $234K 0.02% -1K -28.9% $71.76 -5.1%
Page 28 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%