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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 5 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 BSX BOSTON SCIENTIFIC CORP Healthcare 7,659 $730K 0.20% SOLD
82 CBSH COMMERCE BANCSHARES INC Financial Services 13,843 $725K 0.20% SOLD
83 PTC PTC INC Technology 4,156 $724K 0.20% SOLD
84 WAB WABTEC Industrials 3,378 $721K 0.20% SOLD
85 FEDERATED HERMES INC 13,638 $710K 0.20% SOLD
86 SWKS SKYWORKS SOLUTIONS INC Technology 11,174 $709K 0.20% SOLD
87 PAX PATRIA INVESTMENTS LIMITED Financial Services 44,009 $699K 0.19% SOLD
88 FNB F N B CORP Financial Services 40,771 $697K 0.19% SOLD
89 PCTY PAYLOCITY HLDG CORP Technology 4,458 $680K 0.19% SOLD
90 DVA DAVITA INC Healthcare 5,975 $679K 0.19% SOLD
91 YUM YUM BRANDS INC Consumer Cyclical 4,470 $676K 0.19% SOLD
92 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7,356 $671K 0.19% SOLD
93 SBLK STAR BULK CARRIERS CORP. Industrials 34,787 $669K 0.19% SOLD
94 PRVA PRIVIA HEALTH GROUP INC Healthcare 28,065 $665K 0.18% SOLD
95 IOSP INNOSPEC INC Basic Materials 8,582 $657K 0.18% SOLD
96 CSCO CISCO SYS INC Technology 8,462 $652K 0.18% SOLD
97 ESI ELEMENT SOLUTIONS INC Basic Materials 26,043 $651K 0.18% SOLD
98 BRKR BRUKER CORP Healthcare 13,802 $650K 0.18% SOLD
99 CSGP COSTAR GROUP INC Real Estate 9,598 $645K 0.18% SOLD
100 CHDN CHURCHILL DOWNS INC Consumer Cyclical 5,576 $634K 0.18% SOLD
Page 5 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%