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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 16 of 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 JHG JANUS HENDERSON GROUP PLC Financial Services 13,659.0 $608K 0.07% NEW $44.51 +16.7%
302 BBCA J P MORGAN EXCHANGE TRADED F 6,959.0 $607K 0.07% NEW $87.23 +17.6%
303 MO ALTRIA GROUP INC Consumer Defensive 9,156.0 $605K 0.07% NEW $66.06 +6.8%
304 BX BLACKSTONE INC Financial Services 3,526.0 $603K 0.07% NEW $170.87 -25.7%
305 SHEL SHELL PLC Energy 8,389.0 $600K 0.07% NEW $71.53 +18.2%
306 MCK MCKESSON CORP Healthcare 767.0 $592K 0.06% NEW $772.19 +4.4%
307 IDXX IDEXX LABS INC Healthcare 927.0 $592K 0.06% NEW $638.89 -12.1%
308 OGE OGE ENERGY CORP Utilities 12,739.0 $589K 0.06% NEW $46.27 +5.9%
309 NRG NRG ENERGY INC Utilities 3,620.0 $586K 0.06% NEW $161.94 -14.9%
310 ES EVERSOURCE ENERGY Utilities 8,219.0 $585K 0.06% NEW $71.14 +3.9%
311 RMD RESMED INC Healthcare 2,134.0 $584K 0.06% NEW $273.77 -27.4%
312 VUG VANGUARD INDEX FDS 1,201.0 $576K 0.06% NEW $479.81 -81.8%
313 JNK SPDR SERIES TRUST 5,877.0 $576K 0.06% NEW $97.99 -2.0%
314 UAL UNITED AIRLS HLDGS INC Industrials 5,949.0 $574K 0.06% NEW $96.50 +23.9%
315 CRM SALESFORCE INC Technology 2,420.0 $573K 0.06% NEW $236.95 -29.4%
316 CFG CITIZENS FINL GROUP INC Financial Services 10,727.0 $570K 0.06% NEW $53.16 +33.3%
317 SEIC SEI INVTS CO Financial Services 6,704.0 $569K 0.06% NEW $84.85 +15.7%
318 JBHT HUNT J B TRANS SVCS INC Industrials 4,200.0 $564K 0.06% NEW $134.17 +104.2%
319 CADENCE BANK 15,000.0 $563K 0.06% NEW $37.54
320 DAL DELTA AIR LINES INC DEL Industrials 9,908.0 $562K 0.06% NEW $56.75 +51.2%
Page 16 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%