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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 6 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 THC TENET HEALTHCARE CORP Healthcare 3,170 $630K 0.17% SOLD
102 AMD ADVANCED MICRO DEVICES INC Technology 2,936 $629K 0.17% SOLD
103 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 6,190 $628K 0.17% SOLD
104 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 3,963 $627K 0.17% SOLD
105 MTB M & T BK CORP Financial Services 3,040 $612K 0.17% SOLD
106 SFBS SERVISFIRST BANCSHARES INC Financial Services 8,471 $608K 0.17% SOLD
107 GXO GXO LOGISTICS INCORPORATED Industrials 11,373 $599K 0.17% SOLD
108 WIX WIX COM LTD Technology 5,740 $596K 0.17% SOLD
109 BCO BRINKS CO Industrials 5,100 $595K 0.17% SOLD
110 ANNALY CAPITAL MANAGEMENT IN 26,553 $594K 0.17% SOLD
111 VIRT VIRTU FINL INC Financial Services 17,703 $590K 0.16% SOLD
112 NTAP NETAPP INC Technology 5,489 $588K 0.16% SOLD
113 ALLY ALLY FINL INC Financial Services 12,860 $582K 0.16% SOLD
114 TER TERADYNE INC Technology 2,992 $579K 0.16% SOLD
115 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 21,086 $578K 0.16% SOLD
116 UMH UMH PPTYS INC Real Estate 36,192 $576K 0.16% SOLD
117 WMT WALMART INC Consumer Defensive 5,147 $573K 0.16% SOLD
118 PRIM PRIMORIS SVCS CORP Industrials 4,591 $570K 0.16% SOLD
119 KO COCA COLA CO Consumer Defensive 8,079 $565K 0.16% SOLD
120 WK WORKIVA INC Technology 6,481 $559K 0.15% SOLD
Page 6 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%