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Portfolio (Quarterly) Guide ↗

INCEPTIONR LLC

· CIK 0001821561
13F Portfolio $415M AUM 617 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 373 New 129 Added 114 Reduced 336 Exited
Page 16 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Status
301 HII HUNTINGTON INGALLS INDS INC Industrials 616 $209K 0.06% SOLD
302 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 14,425 $208K 0.06% SOLD
303 NVCR NOVOCURE LTD Healthcare 16,077 $208K 0.06% SOLD
304 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 4,103 $205K 0.06% SOLD
305 RELY REMITLY GLOBAL INC Technology 14,794 $204K 0.06% SOLD
306 DOX AMDOCS LTD Technology 2,531 $204K 0.06% SOLD
307 CDNA CAREDX INC Healthcare 10,807 $204K 0.06% SOLD
308 CBRE CBRE GROUP INC Real Estate 1,266 $204K 0.06% SOLD
309 ATEC ALPHATEC HLDGS INC Healthcare 9,654 $203K 0.06% SOLD
310 FOUR SHIFT4 PMTS INC Technology 3,222 $203K 0.06% SOLD
311 TDW TIDEWATER INC NEW Energy 4,000 $202K 0.06% SOLD
312 ITW ILLINOIS TOOL WKS INC Industrials 819 $202K 0.06% SOLD
313 UPST UPSTART HLDGS INC Financial Services 4,609 $202K 0.06% SOLD
314 TENB TENABLE HLDGS INC Technology 8,515 $200K 0.06% SOLD
315 MAGN MAGNERA CORP Industrials 13,227 $200K 0.06% SOLD
316 AMCX AMC NETWORKS INC Communication Services 20,687 $197K 0.06% SOLD
317 KODK EASTMAN KODAK CO Industrials 22,997 $195K 0.05% SOLD
318 FRSH FRESHWORKS INC Technology 15,192 $186K 0.05% SOLD
319 GPRE GREEN PLAINS INC Basic Materials 17,692 $173K 0.05% SOLD
320 MATIV HOLDINGS INC 12,637 $154K 0.04% SOLD
Page 16 of 17  ·  336 positions
Sector Allocation
Industrials 16.6%
Financial Services 15.8%
Technology 15.3%
Healthcare 11.8%
Consumer Cyclical 11.5%
Real Estate 7.8%
Consumer Defensive 5.3%
Utilities 4.8%
Communication Services 3.9%
Energy 3.9%