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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 4 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 STLD STEEL DYNAMICS INC Basic Materials 5,504 $933K 0.26% SOLD
62 TPR TAPESTRY INC Consumer Cyclical 7,195 $919K 0.26% SOLD
63 TTD THE TRADE DESK INC Technology 24,081 $914K 0.25% SOLD
64 BSY BENTLEY SYS INC Technology 23,939 $914K 0.25% SOLD
65 ETN EATON CORP PLC Industrials 2,846 $906K 0.25% SOLD
66 PCAR PACCAR INC Industrials 8,149 $892K 0.25% SOLD
67 PFE PFIZER INC Healthcare 34,828 $867K 0.24% SOLD
68 SCI SERVICE CORP INTL Consumer Cyclical 11,059 $862K 0.24% SOLD
69 RITM RITHM CAPITAL CORP Real Estate 78,510 $856K 0.24% SOLD
70 INVH INVITATION HOMES INC Real Estate 30,440 $846K 0.23% SOLD
71 ROST ROSS STORES INC Consumer Cyclical 4,667 $841K 0.23% SOLD
72 MRVL MARVELL TECHNOLOGY INC Technology 9,860 $838K 0.23% SOLD
73 CMS CMS ENERGY CORP Utilities 11,760 $822K 0.23% SOLD
74 FRT FEDERAL RLTY INVT TR NEW Real Estate 8,128 $819K 0.23% SOLD
75 CFR CULLEN FROST BANKERS INC Financial Services 6,452 $817K 0.23% SOLD
76 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 5,724 $812K 0.23% SOLD
77 CFG CITIZENS FINL GROUP INC Financial Services 13,643 $797K 0.22% SOLD
78 DKNG DRAFTKINGS INC NEW Consumer Cyclical 22,969 $792K 0.22% SOLD
79 FR FIRST INDL RLTY TR INC Real Estate 13,490 $773K 0.21% SOLD
80 ENTERGY CORP NEW 8,020 $741K 0.21% SOLD
Page 4 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%