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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 2 of 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 18,164.0 $8.1M 0.87% NEW $444.71 -0.8%
22 XOM EXXON MOBIL CORP Energy 70,555.0 $8.0M 0.86% NEW $112.75 +30.5%
23 VTI VANGUARD INDEX FDS 22,230.0 $7.3M 0.79% NEW $328.17 +13.2%
24 GS GOLDMAN SACHS GROUP INC Financial Services 9,035.0 $7.2M 0.78% NEW $796.39 +26.0%
25 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 68,831.0 $7.2M 0.77% NEW $104.04 -7.0%
26 NFLX NETFLIX INC Communication Services 5,841.0 $7.0M 0.76% NEW $1198.92 -92.8%
27 IAU ISHARES GOLD TR Financial Services 89,588.0 $6.5M 0.70% NEW $72.77 +16.4%
28 QUAL ISHARES TR 29,411.0 $5.7M 0.62% NEW $194.50 +10.9%
29 UNP UNION PAC CORP Industrials 23,926.0 $5.7M 0.61% NEW $236.37 +13.7%
30 META META PLATFORMS INC Communication Services 7,371.0 $5.4M 0.58% NEW $734.39 -13.8%
31 HD HOME DEPOT INC Consumer Cyclical 12,731.0 $5.2M 0.56% NEW $405.19 -21.1%
32 JNJ JOHNSON & JOHNSON Healthcare 26,305.0 $4.9M 0.53% NEW $185.42 +24.6%
33 RTX RTX CORPORATION Industrials 27,834.0 $4.7M 0.50% NEW $167.33 +7.5%
34 GLD SPDR GOLD TR Financial Services 12,929.0 $4.6M 0.49% NEW $355.48 +16.3%
35 BERKSHIRE HATHAWAY INC DEL 9,062.0 $4.6M 0.49% NEW $502.74
36 APH AMPHENOL CORP NEW Technology 35,739.0 $4.4M 0.48% NEW $123.75 +18.4%
37 V VISA INC Financial Services 12,767.0 $4.4M 0.47% NEW $341.37 -5.6%
38 GSG ISHARES S&P GSCI COMMODITY- Financial Services 189,267.0 $4.3M 0.47% NEW $22.97 +39.4%
39 ABBV ABBVIE INC Healthcare 17,900.0 $4.1M 0.45% NEW $231.54 -5.6%
40 PLTR PALANTIR TECHNOLOGIES INC Technology 20,623.0 $3.8M 0.41% NEW $182.42 -22.2%
Page 2 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%