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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 9 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BRIGHTSTAR LOTTERY PLC 15,013.0 $161K 0.04% -17K -53.6% $10.72
162 F FORD MTR CO Consumer Cyclical 11,284.0 $157K 0.04% -90K -88.8% $13.90 +0.6%
163 SVRA SAVARA INC Healthcare 14,674.0 $90K 0.02% -781.0 -5.0% $6.16 -10.0%
Page 9 of 9  ·  163 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%