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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 30 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 857.0 $219K 0.02% NEW $256.03 -15.2%
582 LUV SOUTHWEST AIRLS CO Industrials 5,285.0 $218K 0.02% NEW $41.33 +4.6%
583 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 12,017.0 $218K 0.02% NEW $18.15 -1.5%
584 CTVA CORTEVA INC Basic Materials 3,246.0 $218K 0.02% -5K -59.1% $67.02 +20.2%
585 SKYWARD SPECIALTY INS GROUP 4,236.0 $217K 0.02% -727.0 -14.7% $51.11
586 SWK STANLEY BLACK & DECKER INC Industrials 2,911.0 $216K 0.02% -126.0 -4.2% $74.29 +6.9%
587 BLKB BLACKBAUD INC Technology 3,403.0 $215K 0.02% +185.0 +5.8% $63.32 -52.4%
588 TFC TRUIST FINL CORP Financial Services 4,376.0 $215K 0.02% -99.0 -2.2% $49.21 -2.9%
589 WEC WEC ENERGY GROUP INC Utilities 2,036.0 $215K 0.02% +91.0 +4.7% $105.46 +6.3%
590 VRTX VERTEX PHARMACEUTICALS INC Healthcare 473.0 $214K 0.02% -147.0 -23.7% $453.36 -1.4%
591 SYY SYSCO CORP Consumer Defensive 2,909.0 $214K 0.02% -49.0 -1.7% $73.70 +2.5%
592 IJH ISHARES TR 3,248.0 $214K 0.02% $66.00 +13.0%
593 LBRDK LIBERTY BROADBAND CORP Communication Services 4,391.0 $213K 0.02% NEW $48.60 -29.5%
594 EDV VANGUARD WORLD FD 3,275.0 $213K 0.02% NEW $65.01 -2.0%
595 ARM ARM HOLDINGS PLC Technology 1,943.0 $212K 0.02% -1K -42.7% $109.31 +215.0%
596 ALL ALLSTATE CORP Financial Services 1,020.0 $212K 0.02% +81.0 +8.6% $208.17 +0.2%
597 MTDR MATADOR RES CO Energy 5,000.0 $212K 0.02% $42.44 +27.2%
598 ETN EATON CORP PLC Industrials 666.0 $212K 0.02% -17.0 -2.5% $318.36 +26.6%
599 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,438.0 $211K 0.02% -304.0 -17.4% $146.56 -14.3%
600 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 7,536.0 $210K 0.02% NEW $27.85 +54.5%
Page 30 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%