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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 31 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 KR KROGER CO Consumer Defensive 3,353.0 $209K 0.02% +244.0 +7.8% $62.47 +1.9%
602 AON AON PLC Financial Services 592.0 $209K 0.02% -39.0 -6.2% $352.81 -9.8%
603 TROW PRICE T ROWE GROUP INC Financial Services 2,036.0 $208K 0.02% NEW $102.40 +1.1%
604 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,223.0 $208K 0.02% NEW $170.00 +38.5%
605 WEST WESTROCK COFFEE CO Consumer Defensive 50,838.0 $207K 0.02% NEW $4.07 +94.4%
606 VDE VANGUARD WORLD FD 1,634.0 $206K 0.02% +16.0 +1.0% $125.93 +27.7%
607 MASI MASIMO CORP Healthcare 1,570.0 $204K 0.02% -41.0 -2.5% $130.06 +37.2%
608 KHC KRAFT HEINZ CO Consumer Defensive 8,403.0 $204K 0.02% -4K -34.6% $24.25 +1.1%
609 DTM DT MIDSTREAM INC Energy 1,702.0 $204K 0.02% NEW $119.68 +19.8%
610 OVV OVINTIV INC Energy 5,190.0 $203K 0.02% $39.19 +42.8%
611 CMC COMMERCIAL METALS CO Basic Materials 2,938.0 $203K 0.02% NEW $69.22 +11.3%
612 IVE ISHARES TR 957.0 $203K 0.02% NEW $211.98 +7.7%
613 RGA REINSURANCE GRP OF AMERICA I Financial Services 983.0 $200K 0.02% -68.0 -6.5% $203.46 +0.3%
614 SGML SIGMA LITHIUM CORPORATION Basic Materials 15,000.0 $198K 0.02% $13.19 +21.2%
615 TE T1 ENERGY INC Industrials 28,600.0 $191K 0.02% $6.68 +66.5%
616 F FORD MTR CO Consumer Cyclical 13,936.0 $183K 0.02% -2K -9.8% $13.12 +25.7%
617 NX QUANEX BLDG PRODS CORP Industrials 11,760.0 $181K 0.02% -1K -10.2% $15.38 +21.3%
618 PAYSAFE LIMITED 21,803.0 $176K 0.02% NEW $8.09
619 PCG PG&E CORP Utilities 10,879.0 $175K 0.02% +227.0 +2.1% $16.07 +2.1%
620 SOC SABLE OFFSHORE CORP Energy 19,244.0 $174K 0.02% NEW $9.02 +49.9%
Page 31 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%