BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 12 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XLY SELECT SECTOR SPDR TR 2,722.0 $325K 0.03% +1K +73.9% $119.41 +2.2%
222 ENB ENBRIDGE INC Energy 6,669.0 $319K 0.03% +109.0 +1.7% $47.83 +16.3%
223 ENOV ENOVIS CORPORATION Industrials 11,869.0 $316K 0.03% +1K +9.4% $26.64 -13.4%
224 NVS NOVARTIS AG Healthcare 2,291.0 $316K 0.03% +19.0 +0.8% $137.89 +9.8%
225 J P MORGAN EXCHANGE TRADED F 6,225.0 $315K 0.03% +514.0 +9.0% $50.59
226 PFFD GLOBAL X FDS 16,472.0 $311K 0.03% +256.0 +1.6% $18.91 +0.4%
227 IONQ IONQ INC Technology 6,916.0 $310K 0.03% +461.0 +7.1% $44.87 +56.3%
228 PEGA PEGASYSTEMS INC Technology 5,151.0 $308K 0.03% +581.0 +12.7% $59.73 -43.0%
229 MTZ MASTEC INC Industrials 1,379.0 $300K 0.03% +30.0 +2.2% $217.37 +76.1%
230 HEICO CORP NEW 1,168.0 $295K 0.03% +309.0 +36.0% $252.43
231 FCX FREEPORT-MCMORAN INC Basic Materials 5,802.0 $295K 0.03% +103.0 +1.8% $50.79 +29.4%
232 DUK DUKE ENERGY CORP NEW Utilities 2,511.0 $294K 0.03% +152.0 +6.4% $117.22 +5.6%
233 RJF RAYMOND JAMES FINL INC Financial Services 1,822.0 $293K 0.03% +89.0 +5.1% $160.57 -11.3%
234 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 9,671.0 $291K 0.03% +3K +51.5% $30.10 -2.1%
235 GTM ZOOMINFO TECHNOLOGIES INC Technology 27,056.0 $275K 0.03% +4K +19.0% $10.17 -68.3%
236 NOBL PROSHARES TR 2,559.0 $266K 0.03% +310.0 +13.8% $104.07 -48.1%
237 NOC NORTHROP GRUMMAN CORP Industrials 465.0 $265K 0.03% +23.0 +5.2% $570.60 -2.2%
238 ALMS ALUMIS INC Healthcare 26,667.0 $260K 0.03% +6K +30.5% $9.76 +117.1%
239 HDB HDFC BANK LTD Financial Services 6,857.0 $251K 0.03% +185.0 +2.8% $36.54 -35.2%
240 OKE ONEOK INC NEW Energy 3,322.0 $244K 0.03% +333.0 +11.1% $73.49 +18.8%
Page 12 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%