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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 4 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EW EDWARDS LIFESCIENCES CORP Healthcare 28,872.0 $2.5M 0.25% $85.25 +1.5%
62 VLO VALERO ENERGY CORP Energy 14,996.0 $2.4M 0.25% -500.0 -3.2% $162.79 +47.6%
63 VEA VANGUARD TAX-MANAGED FDS 38,999.0 $2.4M 0.25% +9K +29.4% $62.47 +14.3%
64 ACN ACCENTURE PLC IRELAND Technology 8,970.0 $2.4M 0.25% -1K -10.4% $268.31 -34.3%
65 QCOM QUALCOMM INC Technology 14,020.0 $2.4M 0.25% +965.0 +7.4% $171.05 +36.4%
66 BA BOEING CO Industrials 10,960.0 $2.4M 0.24% -890.0 -7.5% $217.12 +3.3%
67 LRCX LAM RESEARCH CORP Technology 13,861.0 $2.4M 0.24% -90.0 -0.7% $171.18 +86.3%
68 EOG EOG RES INC Energy 22,016.0 $2.3M 0.24% -2K -6.9% $105.01 +27.9%
69 BAC BANK AMERICA CORP Financial Services 41,637.0 $2.3M 0.23% +601.0 +1.5% $55.00 -7.1%
70 DELL DELL TECHNOLOGIES INC Technology 17,431.0 $2.2M 0.23% +9K +109.0% $125.88 +142.3%
71 SDVY FIRST TR EXCHANGE-TRADED FD 56,311.0 $2.2M 0.22% +640.0 +1.1% $38.32 +8.9%
72 AROC ARCHROCK INC Energy 82,842.0 $2.2M 0.22% NEW $26.02 +39.8%
73 RL RALPH LAUREN CORP Consumer Cyclical 6,090.0 $2.2M 0.22% -390.0 -6.0% $353.62 +6.4%
74 TRGP TARGA RES CORP Energy 11,385.0 $2.1M 0.22% -616.0 -5.1% $184.50 +42.9%
75 RSP INVESCO EXCHANGE TRADED FD T 10,907.0 $2.1M 0.21% +713.0 +7.0% $191.56 +8.3%
76 CB CHUBB LIMITED Financial Services 6,680.0 $2.1M 0.21% +455.0 +7.3% $312.11 +2.7%
77 RECS COLUMBIA ETF TR I 50,147.0 $2.0M 0.21% +3K +6.9% $40.84 +6.3%
78 UNH UNITEDHEALTH GROUP INC Healthcare 6,108.0 $2.0M 0.21% +525.0 +9.4% $330.12 +16.3%
79 COMB GRANITESHARES ETF TR 92,780.0 $2.0M 0.20% -11K -10.2% $21.11 +24.7%
80 EXPE EXPEDIA GROUP INC Consumer Cyclical 6,892.0 $2.0M 0.20% -975.0 -12.4% $283.30 -20.0%
Page 4 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%