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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 3 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CL COLGATE PALMOLIVE CO Consumer Defensive 48,317.0 $3.8M 0.39% +12K +32.5% $79.02 +15.5%
42 JPM JPMORGAN CHASE & CO. Financial Services 11,740.0 $3.8M 0.39% $322.21 -7.1%
43 QQQ INVESCO QQQ TR Financial Services 5,817.0 $3.6M 0.37% +1K +27.1% $614.29 +18.7%
44 EMB ISHARES TR 36,806.0 $3.5M 0.36% -1K -3.5% $96.28 -0.3%
45 IYW ISHARES TR 17,512.0 $3.5M 0.36% +854.0 +5.1% $199.68 +23.4%
46 QTUM ETF SER SOLUTIONS 29,700.0 $3.3M 0.33% +10K +53.4% $109.66 +42.7%
47 MCD MCDONALDS CORP Consumer Cyclical 10,552.0 $3.2M 0.33% -236.0 -2.2% $305.63 -8.1%
48 CSCO CISCO SYS INC Technology 41,532.0 $3.2M 0.33% +7K +18.9% $77.03 +55.4%
49 AVGO BROADCOM INC Technology 8,908.0 $3.1M 0.32% +575.0 +6.9% $346.12 +21.9%
50 BERKSHIRE HATHAWAY INC DEL 4.0 $3.0M 0.31% $754800.00
51 PEP PEPSICO INC Consumer Defensive 20,884.0 $3.0M 0.31% +331.0 +1.6% $143.52 +2.9%
52 LLY ELI LILLY & CO Healthcare 2,655.0 $2.9M 0.29% +874.0 +49.1% $1074.51 +0.8%
53 C CITIGROUP INC Financial Services 24,295.0 $2.8M 0.29% -1K -4.8% $116.69 +7.4%
54 KMI KINDER MORGAN INC DEL Energy 100,460.0 $2.8M 0.28% +3K +2.7% $27.49 +17.2%
55 IBM INTERNATIONAL BUSINESS MACHS Technology 9,291.0 $2.8M 0.28% +2K +23.6% $296.22 -13.8%
56 HCA HCA HEALTHCARE INC Healthcare 5,510.0 $2.6M 0.26% -329.0 -5.6% $466.88 -16.0%
57 MRK MERCK & CO INC Healthcare 23,941.0 $2.5M 0.26% -539.0 -2.2% $105.26 +14.2%
58 COST COSTCO WHSL CORP NEW Consumer Defensive 2,890.0 $2.5M 0.26% -794.0 -21.6% $862.42 +16.4%
59 IWY ISHARES TR 8,936.0 $2.5M 0.25% +1K +13.7% $276.93 +6.5%
60 KO COCA COLA CO Consumer Defensive 35,275.0 $2.5M 0.25% +1K +3.0% $69.91 +16.8%
Page 3 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%