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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 7 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 KEY KEYCORP Financial Services 28,442 $570K 0.14% SOLD
122 SAFEHOLD INC 42,148 $570K 0.14% SOLD
123 FIBK FIRST INTST BANCSYSTEM INC Financial Services 16,967 $567K 0.14% SOLD
124 AA ALCOA CORP Basic Materials 8,492 $563K 0.14% SOLD
125 LIVN LIVANOVA PLC Healthcare 8,792 $559K 0.14% SOLD
126 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,613 $557K 0.13% SOLD
127 BKE BUCKLE INC Consumer Cyclical 10,980 $553K 0.13% SOLD
128 OFG OFG BANCORP Financial Services 13,628 $551K 0.13% SOLD
129 FANG DIAMONDBACK ENERGY INC Energy 2,779 $550K 0.13% SOLD
130 INTC INTEL CORP Technology 12,369 $546K 0.13% SOLD
131 FSLR FIRST SOLAR INC Energy 2,723 $537K 0.13% SOLD
132 MRK MERCK & CO INC Healthcare 4,442 $534K 0.13% SOLD
133 MBUU MALIBU BOATS INC Consumer Cyclical 20,565 $533K 0.13% SOLD
134 DTM DT MIDSTREAM INC Energy 3,958 $533K 0.13% SOLD
135 WDC WESTERN DIGITAL CORP Technology 1,936 $524K 0.13% SOLD
136 OPLN OPENLANE INC Consumer Cyclical 17,888 $521K 0.13% SOLD
137 MORN MORNINGSTAR INC Financial Services 3,070 $519K 0.12% SOLD
138 CCBG CAPITAL CITY BANK Financial Services 11,732 $510K 0.12% SOLD
139 EHC ENCOMPASS HEALTH CORP Healthcare 5,151 $497K 0.12% SOLD
140 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 10,683 $496K 0.12% SOLD
Page 7 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%