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Portfolio (Quarterly) Guide ↗

Inscription Capital, LLC

· CIK 0001767868
13F Portfolio $928M AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 638 New
Page 32 of 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 MBI MBIA INC Financial Services 10,422.0 $78K 0.01% NEW $7.45 -21.5%
622 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 11,320.0 $75K 0.01% NEW $6.64 -42.8%
623 TTGT TECHTARGET INC Communication Services 12,710.0 $74K 0.01% NEW $5.81 -20.7%
624 AHRT ARMADA HOFFLER PPTYS INC Financial Services 10,242.0 $72K 0.01% NEW $7.01 -2.6%
625 PAYS PAYSIGN INC Technology 10,954.0 $69K 0.01% NEW $6.29 +13.0%
626 TRDA ENTRADA THERAPEUTICS INC Healthcare 11,835.0 $69K 0.01% NEW $5.80 +14.3%
627 HTZ HERTZ GLOBAL HLDGS INC Industrials 10,056.0 $68K 0.01% NEW $6.80 -22.6%
628 PUMP PROPETRO HLDG CORP Energy 13,046.0 $68K 0.01% NEW $5.24 +201.7%
629 CGEM CULLINAN THERAPEUTICS INC Healthcare 11,284.0 $67K 0.01% NEW $5.93 +161.7%
630 NIOCORP DEVS LTD 10,000.0 $67K 0.01% NEW $6.68
631 ALDX ALDEYRA THERAPEUTICS INC Healthcare 12,633.0 $66K 0.01% NEW $5.22 -67.2%
632 TE T1 ENERGY INC Industrials 28,600.0 $62K 0.01% NEW $2.18 +402.8%
633 NGL NGL ENERGY PARTNERS LP Energy 10,000.0 $60K 0.01% NEW $6.00 +179.7%
634 NATIONAL CINEMEDIA INC 12,968.0 $58K 0.01% NEW $4.51
635 COTY COTY INC Consumer Defensive 13,279.0 $54K 0.01% NEW $4.04 -46.8%
636 REAX THE REAL BROKERAGE INC Real Estate 10,583.0 $44K 0.01% NEW $4.18 -58.4%
637 RIG TRANSOCEAN LTD Energy 10,000.0 $31K 0.00% NEW $3.12 +98.1%
638 CTM CASTELLUM INC Technology 12,500.0 $14K 0.00% NEW $1.09 -25.7%
Page 32 of 32  ·  638 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 25.0%
Financial Services 18.0%
Consumer Cyclical 11.4%
Industrials 9.3%
Consumer Defensive 8.3%
Energy 8.2%
Healthcare 7.4%
Communication Services 6.8%
Real Estate 2.8%
Utilities 1.5%