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Portfolio (Quarterly) Guide ↗

INCEPTIONR LLC

· CIK 0001821561
13F Portfolio $407M AUM 628 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 343 New 120 Added 163 Reduced 332 Exited
Page 10 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 APH AMPHENOL CORP Technology 3,134 $396K 0.10% SOLD
182 OFIX ORTHOFIX MED INC Healthcare 34,488 $396K 0.10% SOLD
183 GSAT GLOBALSTAR INC Communication Services 5,933 $394K 0.10% SOLD
184 NMIH NMI HLDGS INC Financial Services 10,458 $392K 0.09% SOLD
185 DOCU DOCUSIGN INC Technology 8,263 $392K 0.09% SOLD
186 HL HECLA MINING COMPANY Basic Materials 20,909 $390K 0.09% SOLD
187 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 4,073 $382K 0.09% SOLD
188 ATEN A10 NETWORKS INC Technology 16,531 $382K 0.09% SOLD
189 HLIT HARMONIC INC Technology 42,494 $382K 0.09% SOLD
190 VKTX VIKING THERAPEUTICS INC Healthcare 11,708 $381K 0.09% SOLD
191 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 25,195 $379K 0.09% SOLD
192 JXN JACKSON FINANCIAL INC Financial Services 3,493 $369K 0.09% SOLD
193 GLRE GREENLIGHT CAP RE LTD Financial Services 21,326 $369K 0.09% SOLD
194 TTMI TTM TECHNOLOGIES INC Technology 3,783 $369K 0.09% SOLD
195 NEBIUS GROUP N.V. 3,501 $363K 0.09% SOLD
196 CMC COMMERCIAL METALS CO Basic Materials 5,891 $362K 0.09% SOLD
197 MLAB MESA LABS INC Technology 4,078 $361K 0.09% SOLD
198 EVEREST GROUP LTD 1,095 $358K 0.09% SOLD
199 WFRD WEATHERFORD INTL PLC Energy 3,780 $358K 0.09% SOLD
200 ROCK GIBRALTAR INDS INC Industrials 8,870 $354K 0.09% SOLD
Page 10 of 17  ·  332 positions
Sector Allocation
Financial Services 18.2%
Industrials 17.1%
Technology 14.0%
Healthcare 12.0%
Consumer Cyclical 10.7%
Real Estate 6.8%
Consumer Defensive 5.6%
Energy 5.2%
Utilities 4.4%
Basic Materials 3.7%