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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 5 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RPM RPM INTL INC Basic Materials 11,253.0 $1.2M 0.12% +7K +171.8% $104.00 +1.2%
82 GBIL GOLDMAN SACHS ETF TR 11,673.0 $1.2M 0.12% +574.0 +5.2% $99.94 +0.2%
83 GAP GAP INC Consumer Cyclical 45,542.0 $1.2M 0.12% +3K +6.6% $25.60 -6.1%
84 BNDW VANGUARD SCOTTSDALE FDS 16,907.0 $1.2M 0.12% +12K +260.3% $68.74 -0.6%
85 CALF PACER FDS TR 25,975.0 $1.2M 0.12% +300.0 +1.2% $44.37 +10.5%
86 DOCU DOCUSIGN INC Technology 16,738.0 $1.1M 0.12% +9K +116.9% $68.40 -29.2%
87 PODD INSULET CORP Healthcare 4,026.0 $1.1M 0.12% +767.0 +23.5% $284.24 -48.6%
88 GD GENERAL DYNAMICS CORP Industrials 3,390.0 $1.1M 0.12% +82.0 +2.5% $336.64 +1.8%
89 STT STATE STR CORP Financial Services 8,727.0 $1.1M 0.12% +203.0 +2.4% $129.01 +22.4%
90 INTU INTUIT Technology 1,674.0 $1.1M 0.11% +714.0 +74.4% $662.61 -53.6%
91 TEL TE CONNECTIVITY PLC Technology 4,864.0 $1.1M 0.11% +100.0 +2.1% $227.51 -8.2%
92 HEI HEICO CORP NEW Industrials 3,412.0 $1.1M 0.11% +1K +62.6% $323.59 -4.4%
93 VHT VANGUARD WORLD FD 3,767.0 $1.1M 0.11% +34.0 +0.9% $287.87 -3.5%
94 CAH CARDINAL HEALTH INC Healthcare 5,268.0 $1.1M 0.11% +301.0 +6.1% $205.52 -2.8%
95 FORTINET INC 13,165.0 $1.0M 0.11% +6K +78.7% $79.41
96 QRVO QORVO INC Technology 12,298.0 $1.0M 0.11% +4K +55.3% $84.51 +23.0%
97 EPR EPR PPTYS Real Estate 20,600.0 $1.0M 0.11% +7K +53.7% $49.90 +16.2%
98 ABT ABBOTT LABS Healthcare 8,061.0 $1.0M 0.10% +2K +44.6% $125.28 -31.6%
99 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 5,127.0 $992K 0.10% +230.0 +4.7% $193.44 +3.5%
100 DAL DELTA AIR LINES INC DEL Industrials 14,115.0 $980K 0.10% +4K +42.5% $69.40 +17.9%
Page 5 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%