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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 8 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 ETSY INC 9,912 $495K 0.12% SOLD
142 EWBC EAST WEST BANCORP INC Financial Services 4,603 $491K 0.12% SOLD
143 HCC WARRIOR MET COAL INC Energy 5,275 $491K 0.12% SOLD
144 MMSI MERIT MED SYS INC Healthcare 7,093 $489K 0.12% SOLD
145 CASS CASS INFORMATION SYS INC Industrials 10,984 $484K 0.12% SOLD
146 EXPAND ENERGY CORPORATION 4,399 $483K 0.12% SOLD
147 WT WISDOMTREE INC Financial Services 33,093 $482K 0.12% SOLD
148 UPWK UPWORK INC Industrials 43,932 $481K 0.12% SOLD
149 MC MOELIS & CO Financial Services 8,348 $476K 0.12% SOLD
150 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 8,255 $475K 0.11% SOLD
151 MWA MUELLER WTR PRODS INC Industrials 17,212 $473K 0.11% SOLD
152 SF STIFEL FINL CORP Financial Services 6,396 $473K 0.11% SOLD
153 PAGS PAGSEGURO DIGITAL LTD Technology 47,154 $472K 0.11% SOLD
154 HST HOST HOTELS & RESORTS INC Real Estate 24,644 $472K 0.11% SOLD
155 USFD US FOODS HLDG CORP Consumer Defensive 5,111 $471K 0.11% SOLD
156 LLY ELI LILLY & CO Healthcare 512 $471K 0.11% SOLD
157 PI IMPINJ INC Technology 4,567 $469K 0.11% SOLD
158 RMD RESMED INC Healthcare 2,086 $468K 0.11% SOLD
159 GKOS GLAUKOS CORP Healthcare 4,348 $468K 0.11% SOLD
160 EGBN EAGLE BANCORPORATION INC Financial Services 18,768 $467K 0.11% SOLD
Page 8 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%