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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 15 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 REXR REXFORD INDL RLTY INC Real Estate 16,795.0 $563K 0.14% -12K -41.0% $33.50 +10.8%
282 VSAT VIASAT INC Technology 6,250.0 $561K 0.14% -1K -19.2% $89.81 -24.4%
283 MOOG INC 1,321.0 $560K 0.14% -2K -53.8% $423.84
284 LEIDOS HOLDINGS INC 5,436.0 $560K 0.14% +1K +35.5% $102.97
285 IP INTERNATIONAL PAPER CO Consumer Cyclical 14,683.0 $559K 0.14% -34K -69.7% $38.10 +3.4%
286 ES EVERSOURCE ENERGY Utilities 7,720.0 $558K 0.14% -12K -60.1% $72.27 -2.6%
287 DCOM DIME COML BANCSHARES INC Financial Services 13,719.0 $558K 0.14% NEW $40.65 -0.5%
288 CHRD CHORD ENERGY CORPORATION Energy 4,825.0 $551K 0.14% +3K +206.7% $114.30 +27.0%
289 PR PERMIAN RESOURCES CORP Energy 29,850.0 $550K 0.14% -31K -51.0% $18.41 +24.3%
290 MTH MERITAGE HOMES CORP Consumer Cyclical 6,547.0 $549K 0.14% NEW $83.85 -16.2%
291 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 25,720.0 $543K 0.13% NEW $21.11 -20.7%
292 OSCR OSCAR HEALTH INC Healthcare 18,999.0 $542K 0.13% NEW $28.52 +8.1%
293 AIR AAR CORP Industrials 3,784.0 $541K 0.13% NEW $142.93 -6.6%
294 LNTH LANTHEUS HLDGS INC Healthcare 4,868.0 $540K 0.13% -2K -27.3% $110.94 -9.4%
295 PRGO PERRIGO CO PLC Healthcare 51,202.0 $532K 0.13% NEW $10.39 +38.1%
296 HOG HARLEY DAVIDSON INC Consumer Cyclical 21,592.0 $528K 0.13% NEW $24.46 +14.9%
297 BKD BROOKDALE SR LIVING INC Healthcare 32,797.0 $528K 0.13% -5K -12.4% $16.09 -25.7%
298 CACC CREDIT ACCEP CORP MICH Financial Services 827.0 $527K 0.13% +288.0 +53.4% $636.74 -6.5%
299 BPOP POPULAR INC Financial Services 3,178.0 $522K 0.13% -4K -58.5% $164.18 +3.6%
300 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 8,547.0 $519K 0.13% NEW $60.67 +23.7%
Page 15 of 32  ·  628 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%