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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 16 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Status
301 UTL UNITIL CORP Utilities 4,072 $213K 0.05% SOLD
302 ESQ ESQUIRE FINL HLDGS INC Financial Services 1,973 $212K 0.05% SOLD
303 CPRX CATALYST PHARMACEUTICALS INC Healthcare 8,562 $212K 0.05% SOLD
304 RDN RADIAN GROUP INC Financial Services 6,371 $211K 0.05% SOLD
305 S SENTINELONE INC Technology 16,170 $208K 0.05% SOLD
306 NX QUANEX BLDG PRODS CORP Industrials 11,543 $207K 0.05% SOLD
307 OIS OIL STS INTL INC Energy 17,805 $207K 0.05% SOLD
308 WSFS WSFS FINL CORP Financial Services 3,162 $207K 0.05% SOLD
309 IMAX IMAX CORP Communication Services 5,425 $206K 0.05% SOLD
310 EVR EVERCORE INC Financial Services 685 $204K 0.05% SOLD
311 HXL HEXCEL CORP NEW Industrials 2,513 $203K 0.05% SOLD
312 ZETA ZETA GLOBAL HOLDINGS CORP Technology 12,759 $203K 0.05% SOLD
313 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 911 $202K 0.05% SOLD
314 KURA KURA ONCOLOGY INC Healthcare 24,823 $202K 0.05% SOLD
315 LRMR LARIMAR THERAPEUTICS INC Healthcare 44,006 $198K 0.05% SOLD
316 TROX TRONOX HOLDINGS PLC Basic Materials 18,722 $183K 0.04% SOLD
317 HUN HUNTSMAN CORP Basic Materials 13,666 $182K 0.04% SOLD
318 AVPT AVEPOINT INC Technology 18,350 $175K 0.04% SOLD
319 MAT MATTEL INC Consumer Cyclical 11,226 $163K 0.04% SOLD
320 BIOHAVEN LTD 18,664 $158K 0.04% SOLD
Page 16 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%