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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 24 of 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BEACON FINANCIAL CORP. 10,246.0 $270K 0.07% NEW $26.37
462 LXU LSB INDS INC Basic Materials 31,708.0 $270K 0.07% NEW $8.50 +57.2%
463 PAYO PAYONEER GLOBAL INC Technology 47,799.0 $269K 0.07% NEW $5.62 -11.9%
464 SHOO MADDEN STEVEN LTD Consumer Cyclical 6,451.0 $269K 0.07% NEW $41.64 +2.7%
465 VCTR VICTORY CAP HLDGS INC Financial Services 4,252.0 $268K 0.07% NEW $63.09 +39.2%
466 MPC MARATHON PETE CORP Energy 1,649.0 $268K 0.07% NEW $162.63 +52.5%
467 AAL AMERICAN AIRLS GROUP INC Industrials 17,462.0 $268K 0.07% NEW $15.33 -3.2%
468 ITIC INVESTORS TITLE CO NC Financial Services 1,063.0 $265K 0.07% NEW $249.64 -2.9%
469 CRS CARPENTER TECHNOLOGY CORP Industrials 838.0 $264K 0.07% NEW $314.84 +44.1%
470 RVTY REVVITY INC Healthcare 2,721.0 $263K 0.07% NEW $96.75 +0.1%
471 RDWR RADWARE LTD Technology 10,785.0 $260K 0.07% NEW $24.09 +24.1%
472 PCG PG&E CORP Utilities 16,121.0 $259K 0.07% NEW $16.07 +2.2%
473 S SENTINELONE INC Technology 17,223.0 $258K 0.07% NEW $15.00 +23.7%
474 DCOM DIME CMNTY BANCSHARES INC Financial Services 8,584.0 $258K 0.07% NEW $30.09 +25.2%
475 NHC NATIONAL HEALTHCARE CORP Healthcare 1,881.0 $258K 0.07% NEW $137.09 +38.6%
476 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 8,245.0 $257K 0.07% NEW $31.22 +7.6%
477 HZO MARINEMAX INC Consumer Cyclical 10,467.0 $254K 0.07% NEW $24.23 +43.0%
478 EZPW EZCORP INC Financial Services 13,059.0 $254K 0.07% NEW $19.42 +78.3%
479 RGNX REGENXBIO INC Healthcare 17,440.0 $251K 0.07% NEW $14.40 -56.2%
480 MWA MUELLER WTR PRODS INC Industrials 10,514.0 $250K 0.07% NEW $23.82 +8.2%
Page 24 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%