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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 8 of 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 G GENPACT LIMITED Technology 28,801.0 $1.2M 0.13% NEW $41.89 -22.6%
142 DT DYNATRACE INC Technology 24,504.0 $1.2M 0.13% NEW $48.45 -16.4%
143 HUM HUMANA INC Healthcare 4,556.0 $1.2M 0.13% NEW $260.18 +18.6%
144 DELL DELL TECHNOLOGIES INC Technology 8,342.0 $1.2M 0.13% NEW $141.76 +123.6%
145 CPT CAMDEN PPTY TR Real Estate 11,032.0 $1.2M 0.13% NEW $106.78 +1.2%
146 EGP EASTGROUP PPTYS INC Real Estate 6,915.0 $1.2M 0.13% NEW $169.26 +21.0%
147 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 19,623.0 $1.2M 0.13% NEW $59.49 +14.8%
148 NOW SERVICENOW INC Technology 1,267.0 $1.2M 0.13% NEW $920.28 -88.2%
149 FR FIRST INDL RLTY TR INC Real Estate 22,641.0 $1.2M 0.13% NEW $51.47 +21.5%
150 DD DUPONT DE NEMOURS INC Basic Materials 14,948.0 $1.2M 0.12% NEW $77.90 -38.7%
151 GEN GEN DIGITAL INC Technology 40,882.0 $1.2M 0.12% NEW $28.39 -13.5%
152 IUSG ISHARES TR 7,031.0 $1.2M 0.12% NEW $164.54 +15.8%
153 UHS UNIVERSAL HLTH SVCS INC Healthcare 5,639.0 $1.2M 0.12% NEW $204.44 -24.5%
154 BLD TOPBUILD CORP Industrials 2,949.0 $1.2M 0.12% NEW $390.86 +7.6%
155 ED CONSOLIDATED EDISON INC Utilities 11,466.0 $1.2M 0.12% NEW $100.52 +5.8%
156 BGC BGC GROUP INC Financial Services 121,266.0 $1.1M 0.12% NEW $9.46 +10.8%
157 TTC TORO CO Industrials 14,988.0 $1.1M 0.12% NEW $76.20 +18.4%
158 GTES GATES INDL CORP PLC Industrials 45,956.0 $1.1M 0.12% NEW $24.82 +2.7%
159 TGT TARGET CORP Consumer Defensive 12,628.0 $1.1M 0.12% NEW $89.70 +43.4%
160 GD GENERAL DYNAMICS CORP Industrials 3,308.0 $1.1M 0.12% NEW $341.03 +2.3%
Page 8 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%