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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 9 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BNDW VANGUARD SCOTTSDALE FDS 16,907.0 $1.2M 0.12% +12K +260.3% $68.74 -0.6%
162 KBDC KAYNE ANDERSON BDC INC Financial Services 81,132.0 $1.2M 0.12% $14.32 +3.6%
163 CI THE CIGNA GROUP Healthcare 4,192.0 $1.2M 0.12% -2K -34.1% $275.21 +3.8%
164 CALF PACER FDS TR 25,975.0 $1.2M 0.12% +300.0 +1.2% $44.37 +10.5%
165 DOCU DOCUSIGN INC Technology 16,738.0 $1.1M 0.12% +9K +116.9% $68.40 -29.2%
166 PODD INSULET CORP Healthcare 4,026.0 $1.1M 0.12% +767.0 +23.5% $284.24 -48.6%
167 GD GENERAL DYNAMICS CORP Industrials 3,390.0 $1.1M 0.12% +82.0 +2.5% $336.64 +1.8%
168 MUB ISHARES TR 10,563.0 $1.1M 0.12% -2K -12.7% $107.11 -0.2%
169 STT STATE STR CORP Financial Services 8,727.0 $1.1M 0.12% +203.0 +2.4% $129.01 +22.4%
170 INTU INTUIT Technology 1,674.0 $1.1M 0.11% +714.0 +74.4% $662.61 -53.6%
171 TEL TE CONNECTIVITY PLC Technology 4,864.0 $1.1M 0.11% +100.0 +2.1% $227.51 -8.2%
172 HEI HEICO CORP NEW Industrials 3,412.0 $1.1M 0.11% +1K +62.6% $323.59 -4.4%
173 BNDX VANGUARD CHARLOTTE FDS 22,504.0 $1.1M 0.11% -203.0 -0.9% $48.32 -0.2%
174 VHT VANGUARD WORLD FD 3,767.0 $1.1M 0.11% +34.0 +0.9% $287.87 -3.5%
175 CRL CHARLES RIV LABS INTL INC Healthcare 5,429.0 $1.1M 0.11% -467.0 -7.9% $199.48 -17.5%
176 CAH CARDINAL HEALTH INC Healthcare 5,268.0 $1.1M 0.11% +301.0 +6.1% $205.52 -2.8%
177 ASML ASML HOLDING N V Technology 1,006.0 $1.1M 0.11% -26.0 -2.5% $1069.44 +49.4%
178 ED CONSOLIDATED EDISON INC Utilities 10,781.0 $1.1M 0.11% -685.0 -6.0% $99.32 +8.7%
179 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 3,477.0 $1.1M 0.11% $303.89 +39.1%
180 MA MASTERCARD INCORPORATED Financial Services 1,848.0 $1.1M 0.11% $570.82 -13.3%
Page 9 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%