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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 9 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MCK MCKESSON CORP Healthcare 773.0 $634K 0.07% +6.0 +0.8% $820.41 -7.5%
162 CRI CARTERS INC Consumer Cyclical 19,304.0 $626K 0.06% +3K +17.0% $32.43 +24.7%
163 TYL TYLER TECHNOLOGIES INC Technology 1,379.0 $626K 0.06% +26.0 +1.9% $453.95 -33.0%
164 GILD GILEAD SCIENCES INC Healthcare 4,952.0 $608K 0.06% +296.0 +6.4% $122.74 +10.2%
165 DD DUPONT DE NEMOURS INC Basic Materials 15,040.0 $605K 0.06% +92.0 +0.6% $40.20 +18.9%
166 AGCO AGCO CORP Industrials 5,721.0 $597K 0.06% +4K +158.5% $104.32 +9.7%
167 ETF OPPORTUNITIES TRUST 39,409.0 $590K 0.06% +10K +35.0% $14.98
168 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 5,785.0 $587K 0.06% +2K +68.7% $101.40 -37.8%
169 NRG NRG ENERGY INC Utilities 3,682.0 $586K 0.06% +62.0 +1.7% $159.23 -12.9%
170 JNK SPDR SERIES TRUST 5,966.0 $580K 0.06% +89.0 +1.5% $97.21 -0.5%
171 HOLOGIC INC 7,784.0 $580K 0.06% +81.0 +1.1% $74.49
172 FLO FLOWERS FOODS INC Consumer Defensive 53,161.0 $578K 0.06% +41K +334.9% $10.88 -28.9%
173 ES EVERSOURCE ENERGY Utilities 8,504.0 $573K 0.06% +285.0 +3.5% $67.33 +3.7%
174 CEG CONSTELLATION ENERGY CORP Utilities 1,600.0 $565K 0.06% +291.0 +22.2% $353.18 -18.5%
175 CME CME GROUP INC Financial Services 2,066.0 $564K 0.06% +26.0 +1.3% $273.10 +2.5%
176 VNDA VANDA PHARMACEUTICALS INC Healthcare 63,878.0 $563K 0.06% +48K +293.5% $8.82 -24.9%
177 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,915.0 $562K 0.06% +563.0 +41.6% $293.56 +6.8%
178 FIX COMFORT SYS USA INC Industrials 593.0 $554K 0.06% +34.0 +6.1% $933.96 +100.3%
179 TWLO TWILIO INC Communication Services 3,825.0 $544K 0.06% +206.0 +5.7% $142.24 +30.4%
180 NEM NEWMONT CORP Basic Materials 5,435.0 $543K 0.06% +558.0 +11.4% $99.85 +8.2%
Page 9 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%