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Portfolio (Quarterly) Guide ↗

Inscription Capital, LLC

· CIK 0001767868
13F Portfolio $928M AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 638 New
Page 12 of 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FIP FTAI INFRASTRUCTURE INC Industrials 201,111.0 $877K 0.09% NEW $4.36 -1.7%
222 OZK BANK OZK LITTLE ROCK ARK Financial Services 17,006.0 $867K 0.09% NEW $50.98 +1.3%
223 TER TERADYNE INC Technology 6,233.0 $858K 0.09% NEW $137.63 +137.3%
224 LECO LINCOLN ELEC HLDGS INC Industrials 3,624.0 $855K 0.09% NEW $235.84 +6.3%
225 INGR INGREDION INC Consumer Defensive 6,973.0 $852K 0.09% NEW $122.12 -18.5%
226 HSY HERSHEY CO Consumer Defensive 4,517.0 $845K 0.09% NEW $187.05 -8.4%
227 ST SENSATA TECHNOLOGIES HLDG PL Technology 27,553.0 $842K 0.09% NEW $30.55 +43.6%
228 SAM BOSTON BEER INC Consumer Defensive 3,954.0 $836K 0.09% NEW $211.42 -18.5%
229 CCL CARNIVAL CORP Consumer Cyclical 28,855.0 $834K 0.09% NEW $28.91 -7.5%
230 LOPE GRAND CANYON ED INC Consumer Defensive 3,795.0 $833K 0.09% NEW $219.52 -36.5%
231 ORI OLD REP INTL CORP Financial Services 19,568.0 $831K 0.09% NEW $42.47 -4.1%
232 JBL JABIL INC Technology 3,811.0 $828K 0.09% NEW $217.18 +44.9%
233 CGNX COGNEX CORP Technology 18,147.0 $822K 0.09% NEW $45.30 +35.9%
234 EBAY EBAY INC. Consumer Cyclical 8,975.0 $816K 0.09% NEW $90.95 +24.4%
235 DIS DISNEY WALT CO Communication Services 7,104.0 $813K 0.09% NEW $114.50 -15.0%
236 AOS SMITH A O CORP Industrials 11,004.0 $808K 0.09% NEW $73.41 -18.2%
237 VWO VANGUARD INTL EQUITY INDEX F 14,753.0 $799K 0.09% NEW $54.18 +9.1%
238 IEFA ISHARES TR 9,105.0 $795K 0.09% NEW $87.31 +11.0%
239 MAA MID-AMER APT CMNTYS INC Real Estate 5,689.0 $795K 0.09% NEW $139.73 -5.1%
240 WMB WILLIAMS COS INC Energy 12,505.0 $792K 0.09% NEW $63.35 +17.7%
Page 12 of 32  ·  638 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 25.0%
Financial Services 18.0%
Consumer Cyclical 11.4%
Industrials 9.3%
Consumer Defensive 8.3%
Energy 8.2%
Healthcare 7.4%
Communication Services 6.8%
Real Estate 2.8%
Utilities 1.5%