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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 18 of 19  ·  373 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SCL STEPAN CO Basic Materials 4,269.0 $213K 0.05% NEW $49.98 +6.4%
342 UTL UNITIL CORP Utilities 4,072.0 $213K 0.05% NEW $52.24 -1.2%
343 ESQ ESQUIRE FINL HLDGS INC Financial Services 1,973.0 $212K 0.05% NEW $107.50 +4.7%
344 CPRX CATALYST PHARMACEUTICALS INC Healthcare 8,562.0 $212K 0.05% NEW $24.76 +26.5%
345 DAR DARLING INGREDIENTS INC Consumer Defensive 3,418.0 $211K 0.05% NEW $61.85 -4.0%
346 RDN RADIAN GROUP INC Financial Services 6,371.0 $211K 0.05% NEW $33.08 +8.0%
347 WEX WEX INC Technology 1,374.0 $210K 0.05% NEW $153.04 -1.6%
348 NX QUANEX BLDG PRODS CORP Industrials 11,543.0 $207K 0.05% NEW $17.97 +1.9%
349 OIS OIL STS INTL INC Energy 17,805.0 $207K 0.05% NEW $11.64 -24.4%
350 VIAV VIAVI SOLUTIONS INC Technology 6,227.0 $207K 0.05% NEW $33.28 +61.6%
351 WSFS WSFS FINL CORP Financial Services 3,162.0 $207K 0.05% NEW $65.46 +9.5%
352 OSK OSHKOSH CORP Industrials 1,392.0 $205K 0.05% NEW $147.21 -12.1%
353 KD KYNDRYL HLDGS INC Technology 15,576.0 $204K 0.05% NEW $13.12 -8.3%
354 HLX HELIX ENERGY SOLUTIONS GRP I Energy 20,631.0 $204K 0.05% NEW $9.89 +2.2%
355 ZETA ZETA GLOBAL HOLDINGS CORP Technology 12,759.0 $203K 0.05% NEW $15.92 +18.0%
356 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 911.0 $202K 0.05% NEW $222.07 +84.5%
357 KURA KURA ONCOLOGY INC Healthcare 24,823.0 $202K 0.05% NEW $8.13 +28.0%
358 LRMR LARIMAR THERAPEUTICS INC Healthcare 44,006.0 $198K 0.05% NEW $4.50 -22.9%
359 ADMA ADMA BIOLOGICS INC Healthcare 21,472.0 $193K 0.05% NEW $9.01 -9.5%
360 MAT MATTEL INC Consumer Cyclical 11,226.0 $163K 0.04% NEW $14.53 +3.7%
Page 18 of 19  ·  373 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
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%