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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 29 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AGIO AGIOS PHARMACEUTICALS INC Healthcare 8,595.0 $234K 0.02% NEW $27.22 +11.8%
562 HWKN HAWKINS INC Basic Materials 1,644.0 $234K 0.02% NEW $142.06 +12.7%
563 WGO WINNEBAGO INDS INC Consumer Cyclical 5,738.0 $233K 0.02% NEW $40.52 -26.2%
564 MET METLIFE INC Financial Services 2,939.0 $232K 0.02% +115.0 +4.1% $78.95 +3.8%
565 CNA CNA FINL CORP Financial Services 4,834.0 $231K 0.02% +136.0 +2.9% $47.74 -11.3%
566 HPQ HP INC Technology 10,336.0 $230K 0.02% NEW $22.28 +12.3%
567 EQNR EQUINOR ASA Energy 9,730.0 $230K 0.02% -175.0 -1.8% $23.63 +54.7%
568 KFRC KFORCE INC Industrials 7,421.0 $229K 0.02% NEW $30.92 +44.6%
569 TM TOYOTA MOTOR CORP Consumer Cyclical 1,071.0 $229K 0.02% +13.0 +1.2% $214.09 -10.4%
570 INBK FIRST INTERNET BANCORP Financial Services 10,958.0 $229K 0.02% NEW $20.87 +15.7%
571 TFI SPDR SERIES TRUST 5,000.0 $229K 0.02% $45.71 -0.4%
572 SLV ISHARES SILVER TR Financial Services 3,540.0 $228K 0.02% NEW $64.42 +6.1%
573 AMG AFFILIATED MANAGERS GROUP IN Financial Services 788.0 $227K 0.02% NEW $288.28 +5.1%
574 DINO HF SINCLAIR CORP Energy 4,924.0 $227K 0.02% $46.08 +48.1%
575 IVW ISHARES TR 1,838.0 $227K 0.02% $123.27 +13.2%
576 CDNS CADENCE DESIGN SYSTEM INC Technology 715.0 $223K 0.02% -118.0 -14.2% $312.58 +19.6%
577 UHAL U HAUL HOLDING COMPANY Industrials 4,423.0 $223K 0.02% NEW $50.41 +3.2%
578 MTB M & T BK CORP Financial Services 1,102.0 $222K 0.02% -31.0 -2.7% $201.50 +6.4%
579 PRAA PRA GROUP INC Financial Services 12,497.0 $221K 0.02% NEW $17.69 -12.9%
580 EA ELECTRONIC ARTS INC Communication Services 1,075.0 $220K 0.02% -1K -51.4% $204.24 -1.5%
Page 29 of 35  ·  682 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%