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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 13 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SHOP SHOPIFY INC Technology 1,485.0 $239K 0.03% +26.0 +1.8% $160.97 -28.8%
242 TRP TC ENERGY CORP Energy 4,320.0 $238K 0.02% +114.0 +2.7% $55.01 +22.7%
243 HUBB HUBBELL INC Industrials 528.0 $234K 0.02% +10.0 +1.9% $444.11 +6.7%
244 MET METLIFE INC Financial Services 2,939.0 $232K 0.02% +115.0 +4.1% $78.95 +3.8%
245 CNA CNA FINL CORP Financial Services 4,834.0 $231K 0.02% +136.0 +2.9% $47.74 -11.2%
246 TM TOYOTA MOTOR CORP Consumer Cyclical 1,071.0 $229K 0.02% +13.0 +1.2% $214.09 -10.2%
247 BLKB BLACKBAUD INC Technology 3,403.0 $215K 0.02% +185.0 +5.8% $63.32 -51.4%
248 WEC WEC ENERGY GROUP INC Utilities 2,036.0 $215K 0.02% +91.0 +4.7% $105.46 +5.9%
249 ALL ALLSTATE CORP Financial Services 1,020.0 $212K 0.02% +81.0 +8.6% $208.17 -0.2%
250 KR KROGER CO Consumer Defensive 3,353.0 $209K 0.02% +244.0 +7.8% $62.47 +2.3%
251 VDE VANGUARD WORLD FD 1,634.0 $206K 0.02% +16.0 +1.0% $125.93 +27.7%
252 PCG PG&E CORP Utilities 10,879.0 $175K 0.02% +227.0 +2.1% $16.07 +1.8%
253 BGS B & G FOODS INC NEW Consumer Defensive 32,313.0 $139K 0.01% +13K +70.7% $4.30 -4.0%
254 ACDC PROFRAC HLDG CORP Energy 35,572.0 $138K 0.01% +11K +44.3% $3.89 +57.1%
255 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 23,248.0 $137K 0.01% +7K +39.2% $5.89 +56.6%
256 SAN BANCO SANTANDER SA Financial Services 11,157.0 $131K 0.01% +68.0 +0.6% $11.73 +6.0%
257 CVRX CVRX INC Healthcare 17,537.0 $125K 0.01% +283.0 +1.6% $7.10 -20.8%
258 CGEM CULLINAN THERAPEUTICS INC Healthcare 11,661.0 $121K 0.01% +377.0 +3.3% $10.35 +48.7%
259 AVO MISSION PRODUCE INC Consumer Defensive 10,404.0 $121K 0.01% +122.0 +1.2% $11.60 -2.8%
260 RGP RESOURCES CONNECTION INC Industrials 22,426.0 $113K 0.01% +159.0 +0.7% $5.04 -14.5%
Page 13 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%