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Portfolio (Quarterly) Guide ↗

INCEPTIONR LLC

· CIK 0001821561
13F Portfolio $360M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 580 New
Page 14 of 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CRBG COREBRIDGE FINL INC Financial Services 17,602.0 $531K 0.15% NEW $30.17 -8.6%
262 ALKS ALKERMES PLC Healthcare 18,913.0 $529K 0.15% NEW $27.98 +34.1%
263 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 14,463.0 $528K 0.15% NEW $36.49 +14.6%
264 NU NU HLDGS LTD Financial Services 31,449.0 $526K 0.15% NEW $16.74 -21.7%
265 CWEN CLEARWAY ENERGY INC Utilities 15,827.0 $526K 0.15% NEW $33.26 +22.1%
266 ILMN ILLUMINA INC Healthcare 4,012.0 $526K 0.15% NEW $131.16 +10.1%
267 OZK BANK OZK LITTLE ROCK ARK Financial Services 11,285.0 $519K 0.14% NEW $46.02 +5.5%
268 GIS GENERAL MLS INC Consumer Defensive 11,165.0 $519K 0.14% NEW $46.50 -27.0%
269 NRG NRG ENERGY INC Utilities 3,257.0 $519K 0.14% NEW $159.24 -13.6%
270 AVGO BROADCOM INC Technology 1,496.0 $518K 0.14% NEW $346.10 +21.3%
271 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 6,211.0 $515K 0.14% NEW $82.88 +3.6%
272 IPAR INTERPARFUMS INC Consumer Defensive 6,014.0 $510K 0.14% NEW $84.83 +12.6%
273 EWBC EAST WEST BANCORP INC Financial Services 4,524.0 $508K 0.14% NEW $112.39 +10.7%
274 LAD LITHIA MTRS INC Consumer Cyclical 1,527.0 $507K 0.14% NEW $332.33 -10.8%
275 BYD BOYD GAMING CORP Consumer Cyclical 5,928.0 $505K 0.14% NEW $85.24 -3.6%
276 IT GARTNER INC Technology 1,971.0 $497K 0.14% NEW $252.28 -36.7%
277 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 37,425.0 $497K 0.14% NEW $13.28 -2.7%
278 AER AERCAP HOLDINGS NV Industrials 3,457.0 $497K 0.14% NEW $143.76 -0.7%
279 CDE COEUR MNG INC Basic Materials 27,838.0 $496K 0.14% NEW $17.83 +1.2%
280 TT TRANE TECHNOLOGIES PLC Industrials 1,275.0 $496K 0.14% NEW $389.20 +18.7%
Page 14 of 29  ·  580 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
Financial Services 16.8%
Industrials 16.1%
Technology 15.9%
Healthcare 11.1%
Consumer Cyclical 10.1%
Real Estate 8.0%
Consumer Defensive 6.2%
Basic Materials 4.5%
Utilities 4.5%
Energy 3.8%