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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 29 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FMC FMC CORP Basic Materials 18,921.0 $218K 0.05% NEW $11.50 -5.6%
562 ZYMEWORKS INC 8,313.0 $217K 0.05% NEW $26.14
563 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,260.0 $217K 0.05% -17K -88.1% $96.12 -51.4%
564 STAG STAG INDUSTRIAL INC Real Estate 5,679.0 $216K 0.05% -23K -80.0% $38.06 -2.6%
565 VLYPN VALLEY NATL BANCORP 14,646.0 $215K 0.05% NEW $14.65
566 CTO CTO RLTY GROWTH INC NEW Real Estate 9,954.0 $214K 0.05% -12K -53.8% $21.51 -0.1%
567 OC OWENS CORNING NEW Industrials 1,338.0 $213K 0.05% -2K -60.4% $158.96 -9.8%
568 BLKB BLACKBAUD INC Technology 7,165.0 $212K 0.05% NEW $29.62 +65.3%
569 NET CLOUDFLARE INC Technology 863.0 $212K 0.05% NEW $245.28 +23.7%
570 ACADIAN ASSET MANAGEMENT INC 2,957.0 $211K 0.05% NEW $71.52
571 NGVT INGEVITY CORP Basic Materials 2,823.0 $211K 0.05% -235.0 -7.7% $74.67 -6.6%
572 APP APPLOVIN CORP Technology 409.0 $211K 0.05% -728.0 -64.0% $515.23 -39.5%
573 RPD RAPID7 INC Technology 25,725.0 $208K 0.05% NEW $8.10 +67.7%
574 STAA STAAR SURGICAL CO Healthcare 7,231.0 $207K 0.05% -14K -66.3% $28.69 -21.9%
575 QBTS D-WAVE QUANTUM INC Technology 8,645.0 $207K 0.05% NEW $23.99 -24.9%
576 HAS HASBRO INC Consumer Cyclical 2,498.0 $206K 0.05% -8K -75.9% $82.59 +14.2%
577 NVT NVENT ELEC PLC Industrials 1,214.0 $206K 0.05% NEW $169.61 -8.3%
578 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 5,650.0 $203K 0.05% NEW $35.90 -7.0%
579 BXP BXP INC Real Estate 3,055.0 $203K 0.05% -16K -84.3% $66.31 +5.9%
580 PBI PITNEY BOWES INC Industrials 11,521.0 $202K 0.05% NEW $17.52 -1.0%
Page 29 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%