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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 5 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PB PROSPERITY BANCSHARES INC Financial Services 27,693.0 $1.9M 0.20% $69.11 -0.3%
82 HON HONEYWELL INTL INC Industrials 9,398.0 $1.8M 0.19% +3K +37.5% $195.08 +18.7%
83 SHLD GLOBAL X FDS 28,134.0 $1.8M 0.19% +7K +31.6% $64.79 +1.1%
84 ADSK AUTODESK INC Technology 6,139.0 $1.8M 0.19% +428.0 +7.5% $296.01 -19.9%
85 VBIL VANGUARD INSTL INDEX FD 23,809.0 $1.8M 0.18% +12K +104.3% $75.43 +0.3%
86 CAT CATERPILLAR INC Industrials 3,131.0 $1.8M 0.18% +1K +52.5% $572.79 +58.9%
87 CYBERARK SOFTWARE LTD 4,018.0 $1.8M 0.18% $446.06
88 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 23,149.0 $1.8M 0.18% -2K -8.4% $76.67 +16.4%
89 BKNG BOOKING HOLDINGS INC Consumer Cyclical 326.0 $1.7M 0.18% -113.0 -25.7% $5358.84 -96.9%
90 DMLP DORCHESTER MINERALS LP Energy 75,000.0 $1.7M 0.17% +3K +4.2% $22.36 +20.2%
91 PM PHILIP MORRIS INTL INC Consumer Defensive 10,340.0 $1.7M 0.17% +621.0 +6.4% $160.41 +13.5%
92 CRUS CIRRUS LOGIC INC Technology 13,733.0 $1.6M 0.17% +988.0 +7.8% $118.50 +46.5%
93 GE GE AEROSPACE Industrials 5,264.0 $1.6M 0.17% +88.0 +1.7% $308.06 +3.0%
94 ABNB AIRBNB INC Consumer Cyclical 11,629.0 $1.6M 0.16% -3K -19.6% $135.72 -2.7%
95 KLAC KLA CORP Technology 1,294.0 $1.6M 0.16% -46.0 -3.4% $1215.40 +61.0%
96 ADBE ADOBE INC Technology 4,470.0 $1.6M 0.16% -766.0 -14.6% $349.99 -31.9%
97 DCI DONALDSON INC Industrials 17,528.0 $1.6M 0.16% $88.66 -5.6%
98 FOXA FOX CORP Communication Services 21,230.0 $1.6M 0.16% +504.0 +2.4% $73.07 -10.4%
99 FTWO EA SERIES TRUST 37,982.0 $1.5M 0.16% +4K +11.9% $40.64 +9.7%
100 AGG ISHARES TR 15,361.0 $1.5M 0.16% -3K -14.3% $99.88 -1.1%
Page 5 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%