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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 4 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 RGLD ROYAL GOLD INC Basic Materials 3,392 $863K 0.21% SOLD
62 STE STERIS PLC Healthcare 3,792 $839K 0.20% SOLD
63 AME AMETEK INC Industrials 3,858 $827K 0.20% SOLD
64 URI UNITED RENTALS INC Industrials 1,115 $812K 0.20% SOLD
65 METALLUS INC 49,427 $808K 0.19% SOLD
66 AJG GALLAGHER ARTHUR J & CO Financial Services 3,720 $806K 0.19% SOLD
67 SNA SNAP ON INC Industrials 2,215 $805K 0.19% SOLD
68 SNPS SYNOPSYS INC Technology 2,028 $804K 0.19% SOLD
69 JBHT HUNT J B TRANS SVCS INC Industrials 3,685 $781K 0.19% SOLD
70 HALO HALOZYME THERAPEUTICS INC Healthcare 11,923 $771K 0.19% SOLD
71 BAP CREDICORP LTD Financial Services 2,234 $758K 0.18% SOLD
72 GIS GENERAL MILLS INC Consumer Defensive 20,251 $754K 0.18% SOLD
73 WSM WILLIAMS SONOMA INC Consumer Cyclical 4,133 $754K 0.18% SOLD
74 BDX BECTON DICKINSON & CO Healthcare 4,739 $745K 0.18% SOLD
75 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,277 $745K 0.18% SOLD
76 JKHY HENRY JACK & ASSOC INC Technology 4,692 $742K 0.18% SOLD
77 FSK FS KKR CAP CORP Financial Services 72,112 $734K 0.18% SOLD
78 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 11,057 $731K 0.18% SOLD
79 LAD LITHIA MTRS INC Consumer Cyclical 2,904 $725K 0.17% SOLD
80 GDDY GODADDY INC Technology 8,723 $721K 0.17% SOLD
Page 4 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%