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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 25 of 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DOLE DOLE PLC Consumer Defensive 22,900.0 $308K 0.03% NEW $13.44 +7.3%
482 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 3,679.0 $307K 0.03% NEW $83.34 -39.9%
483 VRSN VERISIGN INC Technology 1,094.0 $306K 0.03% NEW $279.63 +5.7%
484 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,721.0 $299K 0.03% NEW $173.91 -3.3%
485 RJF RAYMOND JAMES FINL INC Financial Services 1,733.0 $299K 0.03% NEW $172.56 -17.7%
486 AXS AXIS CAP HLDGS LTD Financial Services 3,089.0 $296K 0.03% NEW $95.80 -0.0%
487 CDNS CADENCE DESIGN SYSTEM INC Technology 833.0 $293K 0.03% NEW $351.26 +6.4%
488 DUK DUKE ENERGY CORP NEW Utilities 2,359.0 $292K 0.03% NEW $123.73 +0.0%
489 NVS NOVARTIS AG Healthcare 2,272.0 $291K 0.03% NEW $128.26 +18.0%
490 FPEI FIRST TR EXCH TRADED FD III 15,000.0 $290K 0.03% NEW $19.34 -0.6%
491 J P MORGAN EXCHANGE TRADED F 5,711.0 $290K 0.03% NEW $50.73
492 ARKK ARK ETF TR 3,349.0 $289K 0.03% NEW $86.30 -6.1%
493 ACWI ISHARES TR 2,082.0 $288K 0.03% NEW $138.24 +14.5%
494 MTZ MASTEC INC Industrials 1,349.0 $287K 0.03% NEW $212.81 +80.1%
495 MAN MANPOWERGROUP INC WIS Industrials 7,569.0 $287K 0.03% NEW $37.90 -20.0%
496 SHC SOTERA HEALTH CO Healthcare 18,235.0 $287K 0.03% NEW $15.73 +0.1%
497 VRE VERIS RESIDENTIAL INC Real Estate 18,774.0 $285K 0.03% NEW $15.20 +24.9%
498 WWD WOODWARD INC Industrials 1,123.0 $284K 0.03% NEW $252.73 +41.7%
499 MDLZ MONDELEZ INTL INC Consumer Defensive 4,530.0 $283K 0.03% NEW $62.47 -0.1%
500 FCN FTI CONSULTING INC Industrials 1,732.0 $280K 0.03% NEW $161.65 -4.2%
Page 25 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%