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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 12 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Status
221 MDB MONGODB INC Technology 1,290 $316K 0.08% SOLD
222 LUV SOUTHWEST AIRLS CO Industrials 8,336 $313K 0.07% SOLD
223 CRSP CRISPR THERAPEUTICS AG Healthcare 6,577 $313K 0.07% SOLD
224 PENN PENN ENTERTAINMENT INC Consumer Cyclical 20,787 $312K 0.07% SOLD
225 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 7,249 $312K 0.07% SOLD
226 NBN NORTHEAST BK PORTLAND ME Financial Services 2,773 $312K 0.07% SOLD
227 BJRI BJS RESTAURANTS INC Consumer Cyclical 8,856 $311K 0.07% SOLD
228 PDFS PDF SOLUTIONS INC Technology 9,475 $310K 0.07% SOLD
229 CPB THE CAMPBELLS COMPANY Consumer Defensive 13,912 $310K 0.07% SOLD
230 AI C3 AI INC Technology 36,336 $306K 0.07% SOLD
231 BEPC BROOKFIELD RENEWABLE CORP Utilities 7,633 $304K 0.07% SOLD
232 KYMR KYMERA THERAPEUTICS INC Healthcare 3,618 $301K 0.07% SOLD
233 XMTR XOMETRY INC Industrials 7,372 $301K 0.07% SOLD
234 CSW INDUSTRIALS INC 1,153 $300K 0.07% SOLD
235 ALHC ALIGNMENT HEALTHCARE INC Healthcare 17,021 $300K 0.07% SOLD
236 HRL HORMEL FOODS CORP Consumer Defensive 13,126 $297K 0.07% SOLD
237 IRT INDEPENDENCE RLTY TR INC Real Estate 19,876 $296K 0.07% SOLD
238 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 6,396 $295K 0.07% SOLD
239 CDE COEUR MNG INC Basic Materials 15,699 $295K 0.07% SOLD
240 XPRO EXPRO GROUP HOLDINGS NV Energy 16,787 $292K 0.07% SOLD
Page 12 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%