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Portfolio (Quarterly) Guide ↗

Inscription Capital, LLC

· CIK 0001767868
13F Portfolio $974M AUM 682 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 122 New 263 Added 192 Reduced 78 Exited
Page 10 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 W WAYFAIR INC Consumer Cyclical 5,393.0 $542K 0.06% +1K +24.8% $100.41 -25.9%
182 EMR EMERSON ELEC CO Industrials 4,064.0 $539K 0.06% +120.0 +3.0% $132.71 +6.8%
183 EVRG EVERGY INC Utilities 7,356.0 $533K 0.06% +72.0 +1.0% $72.49 +14.9%
184 MMM 3M CO Industrials 3,293.0 $527K 0.05% +1K +47.5% $160.11 -5.3%
185 NVCR NOVOCURE LTD Healthcare 40,018.0 $517K 0.05% +5K +13.1% $12.93 +34.7%
186 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 13,666.0 $506K 0.05% +7K +101.7% $37.00 -13.1%
187 BDX BECTON DICKINSON & CO Healthcare 2,559.0 $497K 0.05% +1K +93.7% $194.03 -24.2%
188 NEU NEWMARKET CORP Basic Materials 706.0 $485K 0.05% +68.0 +10.7% $686.79 +14.9%
189 SO SOUTHERN CO Utilities 5,504.0 $480K 0.05% +279.0 +5.3% $87.21 +6.7%
190 CEF SPROTT ASSET MANAGEMENT LP Financial Services 10,400.0 $476K 0.05% +4K +73.3% $45.80 +3.4%
191 FISV FISERV INC Technology 7,019.0 $471K 0.05% +3K +62.2% $67.17 -16.5%
192 SNOW SNOWFLAKE INC Technology 2,145.0 $471K 0.05% +24.0 +1.1% $219.36 +11.1%
193 CELC CELCUITY INC Healthcare 4,717.0 $470K 0.05% +35.0 +0.8% $99.74 +31.3%
194 FAF FIRST AMERN FINL CORP Financial Services 7,639.0 $469K 0.05% +181.0 +2.4% $61.44 +8.7%
195 NEE NEXTERA ENERGY INC Utilities 5,794.0 $465K 0.05% +182.0 +3.2% $80.28 +9.6%
196 COF CAPITAL ONE FINL CORP Financial Services 1,858.0 $450K 0.05% +70.0 +3.9% $242.36 -23.5%
197 CPB THE CAMPBELLS COMPANY Consumer Defensive 16,082.0 $448K 0.05% +6K +52.0% $27.87 -25.0%
198 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,195.0 $446K 0.05% +85.0 +4.0% $203.19 +67.0%
199 AMGN AMGEN INC Healthcare 1,362.0 $446K 0.05% +640.0 +88.6% $327.30 +2.8%
200 AXP AMERICAN EXPRESS CO Financial Services 1,198.0 $443K 0.05% +32.0 +2.7% $370.03 -15.5%
Page 10 of 14  ·  263 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
Technology 24.6%
Financial Services 18.6%
Consumer Cyclical 11.7%
Industrials 9.4%
Healthcare 8.1%
Energy 8.1%
Consumer Defensive 7.7%
Communication Services 7.0%
Real Estate 2.3%
Utilities 1.3%