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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 17 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Status
321 TALO TALOS ENERGY INC Energy 13,753 $152K 0.04% SOLD
322 KRNT KORNIT DIGITAL LTD Industrials 10,380 $149K 0.04% SOLD
323 HTZ HERTZ GLOBAL HLDGS INC Industrials 27,980 $144K 0.04% SOLD
324 SFIX STITCH FIX INC Consumer Cyclical 27,096 $142K 0.04% SOLD
325 ESRT EMPIRE ST RLTY TR INC Real Estate 21,763 $142K 0.04% SOLD
326 LIBERTY GLOBAL LTD 12,569 $139K 0.04% SOLD
327 AHRT ARMADA HOFFLER PPTYS INC Financial Services 20,132 $133K 0.04% SOLD
328 PD PAGERDUTY INC Technology 10,087 $132K 0.04% SOLD
329 GCMG GCM GROSVENOR INC Financial Services 11,261 $127K 0.04% SOLD
330 GTM ZOOMINFO TECHNOLOGIES INC Technology 11,024 $112K 0.03% SOLD
331 CLSK CLEANSPARK INC Technology 11,067 $112K 0.03% SOLD
332 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 13,631 $106K 0.03% SOLD
333 HLMN HILLMAN SOLUTIONS CORP Industrials 12,011 $104K 0.03% SOLD
334 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 12,204 $78K 0.02% SOLD
335 RIG TRANSOCEAN LTD Energy 16,664 $69K 0.02% SOLD
336 STGW STAGWELL INC Communication Services 10,224 $50K 0.01% SOLD
Page 17 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%