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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 15 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Status
281 MADISON SQUARE GARDEN ENTMT 3,924 $231K 0.06% SOLD
282 ECVT ECOVYST INC Basic Materials 17,927 $231K 0.06% SOLD
283 ITRN ITURAN LOCATION AND CONTROL Technology 4,679 $229K 0.06% SOLD
284 SCHL SCHOLASTIC CORP Communication Services 5,852 $229K 0.06% SOLD
285 HTLD HEARTLAND EXPRESS INC Industrials 21,900 $228K 0.06% SOLD
286 LRN STRIDE INC Consumer Defensive 2,577 $227K 0.06% SOLD
287 PRCT PROCEPT BIOROBOTICS CORP Healthcare 9,048 $226K 0.05% SOLD
288 ATI ATI INC Industrials 1,546 $225K 0.05% SOLD
289 NBHC NATIONAL BK HLDGS CORP Financial Services 5,699 $223K 0.05% SOLD
290 Z ZILLOW GROUP INC Communication Services 5,372 $222K 0.05% SOLD
291 CTBI COMMUNITY TR BANCORP INC Financial Services 3,638 $221K 0.05% SOLD
292 SINCLAIR INC 17,025 $220K 0.05% SOLD
293 REZI RESIDEO TECHNOLOGIES INC Industrials 6,521 $220K 0.05% SOLD
294 SENEA SENECA FOODS CORP NEW Consumer Defensive 1,453 $220K 0.05% SOLD
295 AIN ALBANY INTL CORP Consumer Cyclical 4,186 $219K 0.05% SOLD
296 DVN DEVON ENERGY CORP NEW Energy 4,329 $218K 0.05% SOLD
297 NPK NATIONAL PRESTO INDS INC Industrials 1,573 $216K 0.05% SOLD
298 INDB INDEPENDENT BK CORP MASS Financial Services 2,862 $215K 0.05% SOLD
299 AR ANTERO RESOURCES CORP Energy 5,045 $214K 0.05% SOLD
300 GEN GEN DIGITAL INC Technology 11,353 $214K 0.05% SOLD
Page 15 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%