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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 32 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 EOLS EVOLUS INC Healthcare 16,213.0 $113K 0.03% NEW $6.94 +29.1%
622 MFA MFA FINL INC Real Estate 10,678.0 $103K 0.03% NEW $9.69 -9.4%
623 OI O-I GLASS INC Consumer Cyclical 10,265.0 $99K 0.02% NEW $9.63 -25.5%
624 IMMUNITYBIO INC 10,372.0 $91K 0.02% NEW $8.76
625 SVRA SAVARA INC Healthcare 14,674.0 $90K 0.02% -781.0 -5.0% $6.16 -9.8%
626 ORC ORCHID IS CAP INC Real Estate 11,425.0 $80K 0.02% NEW $6.97 -4.1%
627 MNKD MANNKIND CORP Healthcare 15,979.0 $68K 0.02% NEW $4.26 -5.0%
628 SFIX STITCH FIX INC Consumer Cyclical 10,945.0 $45K 0.01% NEW $4.11 -24.4%
Page 32 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%