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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 27 of 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FRME FIRST MERCHANTS CORP Financial Services 5,830.0 $219K 0.06% NEW $37.48 +9.3%
522 CPNG COUPANG INC Consumer Cyclical 9,221.0 $218K 0.06% NEW $23.59 -34.4%
523 WRLD WORLD ACCEP CORPORATION Financial Services 1,548.0 $217K 0.06% NEW $140.39 +13.9%
524 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 8,283.0 $216K 0.06% NEW $26.13 +53.0%
525 VOYA VOYA FINANCIAL INC Financial Services 2,886.0 $215K 0.06% NEW $74.49 +10.6%
526 GPC GENUINE PARTS CO Consumer Cyclical 1,733.0 $213K 0.06% NEW $122.96 -21.1%
527 KIDS ORTHOPEDIATRICS CORP Healthcare 11,964.0 $212K 0.06% NEW $17.76 +0.8%
528 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,394.0 $212K 0.06% NEW $39.39 -18.9%
529 AIR AAR CORP Industrials 2,560.0 $212K 0.06% NEW $82.79 +36.2%
530 IESC IES HLDGS INC Industrials 544.0 $212K 0.06% NEW $389.02 +79.1%
531 BBSI BARRETT BUSINESS SVCS INC Industrials 5,840.0 $211K 0.06% NEW $36.21 -14.5%
532 AMSF AMERISAFE INC Financial Services 5,500.0 $211K 0.06% NEW $38.41 -19.8%
533 RCUS ARCUS BIOSCIENCES INC Healthcare 8,811.0 $210K 0.06% NEW $23.83 +1.3%
534 HII HUNTINGTON INGALLS INDS INC Industrials 616.0 $209K 0.06% NEW $340.07 -5.6%
535 LNTH LANTHEUS HLDGS INC Healthcare 3,138.0 $209K 0.06% NEW $66.55 +50.4%
536 BKD BROOKDALE SR LIVING INC Healthcare 19,280.0 $208K 0.06% NEW $10.79 +24.9%
537 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 14,425.0 $208K 0.06% NEW $14.42 +48.2%
538 NVCR NOVOCURE LTD Healthcare 16,077.0 $208K 0.06% NEW $12.93 +41.2%
539 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 4,103.0 $205K 0.06% NEW $50.02 -23.2%
540 RELY REMITLY GLOBAL INC Technology 14,794.0 $204K 0.06% NEW $13.80 +47.8%
Page 27 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%