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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 4 of 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COMB GRANITESHARES ETF TR 103,302.0 $2.3M 0.24% NEW $21.80 +21.9%
62 EW EDWARDS LIFESCIENCES CORP Healthcare 28,872.0 $2.2M 0.24% NEW $77.77 +11.3%
63 QCOM QUALCOMM INC Technology 13,055.0 $2.2M 0.23% NEW $166.36 +47.0%
64 IWY ISHARES TR 7,859.0 $2.2M 0.23% NEW $273.66 +8.9%
65 IBM INTERNATIONAL BUSINESS MACHS Technology 7,516.0 $2.1M 0.23% NEW $282.15 -6.6%
66 BAC BANK AMERICA CORP Financial Services 41,036.0 $2.1M 0.23% NEW $51.59 -1.7%
67 SDVY FIRST TR EXCHANGE-TRADED FD 55,671.0 $2.1M 0.23% NEW $38.02 +9.1%
68 MRK MERCK & CO INC Healthcare 24,480.0 $2.1M 0.22% NEW $83.93 +42.5%
69 RL RALPH LAUREN CORP Consumer Cyclical 6,480.0 $2.0M 0.22% NEW $313.55 +18.2%
70 QTUM ETF SER SOLUTIONS 19,359.0 $2.0M 0.22% NEW $104.91 +51.5%
71 TRGP TARGA RES CORP Energy 12,001.0 $2.0M 0.22% NEW $167.55 +57.5%
72 RSP INVESCO EXCHANGE TRADED FD T 10,194.0 $1.9M 0.21% NEW $189.69 +9.8%
73 CYBERARK SOFTWARE LTD 4,002.0 $1.9M 0.21% NEW $483.15
74 UNH UNITEDHEALTH GROUP INC Healthcare 5,583.0 $1.9M 0.21% NEW $345.31 +10.5%
75 MSI MOTOROLA SOLUTIONS INC Technology 4,159.0 $1.9M 0.20% NEW $457.31 -9.8%
76 RECS COLUMBIA ETF TR I 46,925.0 $1.9M 0.20% NEW $40.35 +8.1%
77 LRCX LAM RESEARCH CORP Technology 13,951.0 $1.9M 0.20% NEW $133.90 +138.1%
78 DMLP DORCHESTER MINERALS LP Energy 72,000.0 $1.9M 0.20% NEW $25.89 +4.2%
79 ADBE ADOBE INC Technology 5,236.0 $1.8M 0.20% NEW $352.75 -31.3%
80 CI THE CIGNA GROUP Healthcare 6,363.0 $1.8M 0.20% NEW $288.23 -1.0%
Page 4 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%