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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 11 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DXCM DEXCOM INC Healthcare 6,588.0 $437K 0.04% +3K +85.2% $66.37 +9.0%
202 NEBIUS GROUP N.V. 5,210.0 $436K 0.04% +2K +58.2% $83.70
203 SHC SOTERA HEALTH CO Healthcare 24,229.0 $427K 0.04% +6K +32.9% $17.64 -10.7%
204 BIO BIO RAD LABS INC Healthcare 1,403.0 $425K 0.04% +15.0 +1.1% $302.99 +5.0%
205 AVNS AVANOS MED INC Healthcare 36,990.0 $415K 0.04% +25K +216.0% $11.23 +120.5%
206 FPEI FIRST TR EXCH TRADED FD III 21,009.0 $407K 0.04% +6K +40.1% $19.39 -0.8%
207 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 8,298.0 $406K 0.04% +5K +125.5% $48.94 +2.2%
208 EXC EXELON CORP Utilities 9,311.0 $406K 0.04% +391.0 +4.4% $43.59 +4.7%
209 IEMG ISHARES INC 5,951.0 $400K 0.04% +956.0 +19.1% $67.22 +24.2%
210 EQT EQT CORP Energy 7,193.0 $386K 0.04% +551.0 +8.3% $53.60 +3.4%
211 ASTRAZENECA PLC 4,169.0 $383K 0.04% +44.0 +1.1% $91.94
212 EME EMCOR GROUP INC Industrials 622.0 $381K 0.04% +78.0 +14.3% $611.74 +38.9%
213 CRH PLC 3,009.0 $376K 0.04% +48.0 +1.6% $124.81
214 ITT ITT INC Industrials 2,153.0 $374K 0.04% +84.0 +4.1% $173.51 +11.3%
215 NOW SERVICENOW INC Technology 2,369.0 $363K 0.04% +1K +87.0% $153.19 -28.5%
216 VRE VERIS RESIDENTIAL INC Real Estate 23,693.0 $353K 0.04% +5K +26.2% $14.88 +27.6%
217 SPYM SPDR SERIES TRUST 4,329.0 $347K 0.04% +66.0 +1.6% $80.22 +10.7%
218 WWD WOODWARD INC Industrials 1,143.0 $346K 0.04% +20.0 +1.8% $302.35 +17.7%
219 KW KENNEDY-WILSON HOLDINGS INC Real Estate 35,437.0 $343K 0.04% +18K +107.3% $9.67 +13.9%
220 DGX QUEST DIAGNOSTICS INC Healthcare 1,883.0 $327K 0.03% +664.0 +54.5% $173.53 +13.2%
Page 11 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%