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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 7 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ITOT ISHARES TR 3,057.0 $455K 0.05% -69.0 -2.2% $148.68 +11.0%
122 FFIV F5 INC Technology 1,777.0 $454K 0.05% -3K -64.5% $255.26 +53.8%
123 ADT ADT INC DEL Industrials 54,914.0 $443K 0.05% -404.0 -0.7% $8.07 -14.7%
124 PLNT PLANET FITNESS INC Consumer Cyclical 4,065.0 $441K 0.04% -207.0 -4.8% $108.47 -51.0%
125 AZTA AZENTA INC Healthcare 13,112.0 $436K 0.04% -277.0 -2.1% $33.26 -32.7%
126 AHR AMERICAN HEALTHCARE REIT INC Real Estate 8,883.0 $418K 0.04% -276.0 -3.0% $47.06 +5.4%
127 AIG AMERICAN INTL GROUP INC Financial Services 4,802.0 $411K 0.04% -70.0 -1.4% $85.55 -12.4%
128 RMD RESMED INC Healthcare 1,702.0 $410K 0.04% -432.0 -20.2% $240.94 -15.4%
129 ZION ZIONS BANCORPORATION N A Financial Services 6,938.0 $406K 0.04% -2K -25.5% $58.54 +6.0%
130 PYPL PAYPAL HLDGS INC Financial Services 6,824.0 $398K 0.04% -1K -16.7% $58.38 -23.9%
131 CLS CELESTICA INC Technology 1,345.0 $398K 0.04% -284.0 -17.4% $295.61 +19.9%
132 ETSY INC 7,126.0 $395K 0.04% -14K -66.1% $55.44
133 LEG LEGGETT & PLATT INC Consumer Cyclical 35,370.0 $389K 0.04% -6K -15.2% $11.00 -5.4%
134 GEN GEN DIGITAL INC Technology 14,246.0 $387K 0.04% -27K -65.2% $27.19 -7.8%
135 ICUI ICU MED INC Healthcare 2,703.0 $386K 0.04% -6K -67.7% $142.67 -1.3%
136 DPZ DOMINOS PIZZA INC Consumer Cyclical 924.0 $385K 0.04% -488.0 -34.6% $416.89 -25.4%
137 OZK BANK OZK LITTLE ROCK ARK Financial Services 7,865.0 $362K 0.04% -9K -53.8% $46.02 +4.7%
138 OMC OMNICOM GROUP INC Communication Services 4,116.0 $332K 0.03% -524.0 -11.3% $80.75 -8.6%
139 UBER UBER TECHNOLOGIES INC Technology 4,041.0 $330K 0.03% -179.0 -4.2% $81.71 -13.1%
140 MTCH MATCH GROUP INC NEW Communication Services 10,203.0 $329K 0.03% -4K -28.9% $32.29 +12.1%
Page 7 of 10  ·  192 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%