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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 12 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Status
221 GREAT LAKES DREDGE & DOCK CO 24,116 $316K 0.09% SOLD
222 NMRK NEWMARK GROUP INC Real Estate 18,141 $315K 0.09% SOLD
223 EXTR EXTREME NETWORKS Technology 18,625 $310K 0.09% SOLD
224 ZS ZSCALER INC Technology 1,368 $308K 0.09% SOLD
225 UPBOUND GROUP INC 17,468 $307K 0.09% SOLD
226 APARTMENT INVT & MGMT CO 51,486 $306K 0.09% SOLD
227 LMND LEMONADE INC Financial Services 4,282 $305K 0.09% SOLD
228 EXPD EXPEDITORS INTL WASH INC Industrials 2,043 $304K 0.08% SOLD
229 BXMT BLACKSTONE MTG TR INC Real Estate 15,814 $303K 0.08% SOLD
230 ELAN ELANCO ANIMAL HEALTH INC Healthcare 13,353 $302K 0.08% SOLD
231 KDP KEURIG DR PEPPER INC Consumer Defensive 10,627 $298K 0.08% SOLD
232 DIOD DIODES INC Technology 6,022 $297K 0.08% SOLD
233 LMAT LEMAITRE VASCULAR INC Healthcare 3,638 $295K 0.08% SOLD
234 WEN WENDYS CO Consumer Cyclical 35,284 $294K 0.08% SOLD
235 CLFD CLEARFIELD INC Technology 10,079 $294K 0.08% SOLD
236 MASI MASIMO CORP Healthcare 2,202 $286K 0.08% SOLD
237 PII POLARIS INC Consumer Cyclical 4,526 $286K 0.08% SOLD
238 KNF KNIFE RIVER CORP Basic Materials 4,039 $284K 0.08% SOLD
239 MOS MOSAIC CO NEW Basic Materials 11,794 $284K 0.08% SOLD
240 ABR ARBOR REALTY TRUST INC Real Estate 36,213 $281K 0.08% SOLD
Page 12 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%