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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 17 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Status
321 RUN SUNRUN INC Energy 11,629 $158K 0.04% SOLD
322 LAND GLADSTONE LD CORP Real Estate 14,755 $151K 0.04% SOLD
323 ABUS ARBUTUS BIOPHARMA CORP Healthcare 32,580 $147K 0.04% SOLD
324 VYX NCR VOYIX CORPORATION Technology 21,121 $134K 0.03% SOLD
325 REPL REPLIMUNE GROUP INC Healthcare 17,225 $132K 0.03% SOLD
326 ANGO ANGIODYNAMICS INC Healthcare 10,131 $115K 0.03% SOLD
327 MPT MEDICAL PROPERTIES TRUST INC Financial Services 22,294 $103K 0.03% SOLD
328 LUMN LUMEN TECHNOLOGIES INC Communication Services 14,818 $103K 0.03% SOLD
329 GNL GLOBAL NET LEASE INC Real Estate 10,206 $96K 0.02% SOLD
330 CDZI CADIZ INC Utilities 19,077 $94K 0.02% SOLD
331 PHR PHREESIA INC Healthcare 10,509 $88K 0.02% SOLD
332 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 15,172 $85K 0.02% SOLD
Page 17 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%