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Portfolio (Quarterly) Guide ↗

INCEPTIONR LLC

· CIK 0001821561
13F Portfolio $415M AUM 617 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 373 New 129 Added 114 Reduced 336 Exited
Page 10 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 XEL XCEL ENERGY INC Utilities 5,329 $394K 0.11% SOLD
182 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3,148 $392K 0.11% SOLD
183 D DOMINION ENERGY INC Utilities 6,470 $379K 0.10% SOLD
184 AAOI APPLIED OPTOELECTRONICS INC Technology 10,855 $378K 0.10% SOLD
185 COMERICA INC 4,331 $376K 0.10% SOLD
186 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 11,516 $376K 0.10% SOLD
187 RF REGIONS FINANCIAL CORP NEW Financial Services 13,867 $376K 0.10% SOLD
188 CSL CARLISLE COS INC Industrials 1,172 $375K 0.10% SOLD
189 OII OCEANEERING INTL INC Energy 15,595 $375K 0.10% SOLD
190 DORM DORMAN PRODS INC Consumer Cyclical 3,011 $371K 0.10% SOLD
191 LFST LIFESTANCE HEALTH GROUP INC Healthcare 52,145 $367K 0.10% SOLD
192 RWT REDWOOD TRUST INC Real Estate 65,963 $365K 0.10% SOLD
193 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 6,186 $364K 0.10% SOLD
194 UFPI UFP INDUSTRIES INC Basic Materials 3,969 $361K 0.10% SOLD
195 MIR MIRION TECHNOLOGIES INC Industrials 15,428 $361K 0.10% SOLD
196 GEF GREIF INC Consumer Cyclical 5,337 $361K 0.10% SOLD
197 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,254 $359K 0.10% SOLD
198 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 9,823 $357K 0.10% SOLD
199 CDW CDW CORP Technology 2,612 $356K 0.10% SOLD
200 BH BIGLARI HLDGS INC Consumer Cyclical 1,061 $353K 0.10% SOLD
Page 10 of 17  ·  336 positions
Sector Allocation
Industrials 16.6%
Financial Services 15.8%
Technology 15.3%
Healthcare 11.8%
Consumer Cyclical 11.5%
Real Estate 7.8%
Consumer Defensive 5.3%
Utilities 4.8%
Communication Services 3.9%
Energy 3.9%