Inscription Capital, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$973.9M

Holdings

682

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (682 positions)

#StockSharesValue% PortfolioType
101
PSXPHILLIPS 66
11,874$1.5M0.16%
102
CMICUMMINS INC
2,998$1.5M0.16%
103
CCLCARNIVAL CORP
49,776$1.5M0.16%
104
CPAINORTHERN LTS FD TR III
37,542$1.5M0.15%
105
WSMWILLIAMS SONOMA INC
8,386$1.5M0.15%
106
JMUBJ P MORGAN EXCHANGE TRADED F
29,629$1.5M0.15%
107
ULTAULTA BEAUTY INC
2,446$1.5M0.15%
108
FIVEFIVE BELOW INC
7,782$1.5M0.15%
109
IWMISHARES TR
5,908$1.5M0.15%
110
GSIEGOLDMAN SACHS ETF TR
33,739$1.4M0.15%
111
CVSCVS HEALTH CORP
18,186$1.4M0.15%
112
ZMZOOM COMMUNICATIONS INC
16,704$1.4M0.15%
113
TSNTYSON FOODS INC
24,436$1.4M0.15%
114
MSIMOTOROLA SOLUTIONS INC
3,715$1.4M0.15%
115
ANETARISTA NETWORKS INC
10,849$1.4M0.15%
116
VOOVANGUARD INDEX FDS
2,256$1.4M0.15%
117
ALSNALLISON TRANSMISSION HLDGS I
14,337$1.4M0.14%
118
SCHDSCHWAB STRATEGIC TR
50,793$1.4M0.14%
119
TNLTRAVEL PLUS LEISURE CO
19,598$1.4M0.14%
120
USMVISHARES TR
14,592$1.4M0.14%
121
SMHVANECK ETF TRUST
3,806$1.4M0.14%
122
CLHCLEAN HARBORS INC
5,780$1.4M0.14%
123
ORCLORACLE CORP
6,944$1.4M0.14%
124
AIRRFIRST TR EXCHANGE TRADED FD
13,751$1.4M0.14%
125
HBANHUNTINGTON BANCSHARES INC
77,833$1.4M0.14%
126
LVLNSPDR SERIES TRUST
20,800$1.3M0.14%
127
COPCONOCOPHILLIPS
14,360$1.3M0.14%
128
BYDBOYD GAMING CORP
15,758$1.3M0.14%
129
GKDGRAND CANYON ED INC
8,017$1.3M0.14%
130
AWMSKYWORKS SOLUTIONS INC
21,002$1.3M0.14%
131
OXYOCCIDENTAL PETE CORP
32,301$1.3M0.14%
132
CWCURTISS WRIGHT CORP
2,397$1.3M0.14%
133
OHIOMEGA HEALTHCARE INVS INC
29,814$1.3M0.14%
134
MASMASCO CORP
20,707$1.3M0.13%
135
TXG10X GENOMICS INC
80,336$1.3M0.13%
136
PHMPULTE GROUP INC
11,043$1.3M0.13%
137
KRCKILROY RLTY CORP
34,593$1.3M0.13%
138
PFEPFIZER INC
51,462$1.3M0.13%
139
ETENERGY TRANSFER L P
77,048$1.3M0.13%
140
VMIVALMONT INDS INC
3,121$1.3M0.13%
141
UHSUNIVERSAL HLTH SVCS INC
5,736$1.3M0.13%
142
FRFIRST INDL RLTY TR INC
21,771$1.2M0.13%
143
EGPEASTGROUP PPTYS INC
6,991$1.2M0.13%
144
MDBMONGODB INC
2,957$1.2M0.13%
145
ISRGINTUITIVE SURGICAL INC
2,192$1.2M0.13%
146
DWDMORGAN STANLEY
6,953$1.2M0.13%
147
DYHTARGET CORP
12,542$1.2M0.13%
148
BLDTOPBUILD CORP
2,938$1.2M0.13%
149
LDOSLEIDOS HOLDINGS INC
6,726$1.2M0.12%
150
MPLXMPLX LP
22,565$1.2M0.12%
151
ILMNILLUMINA INC
9,159$1.2M0.12%
152
BGCBGC GROUP INC
133,266$1.2M0.12%
153
TERTERADYNE INC
6,114$1.2M0.12%
154
PANWPALO ALTO NETWORKS INC
6,418$1.2M0.12%
155
IUSGISHARES TR
7,031$1.2M0.12%
156
MDTMEDTRONIC PLC
12,182$1.2M0.12%
157
RPMRPM INTL INC
11,253$1.2M0.12%
158
CCKCROWN HLDGS INC
11,343$1.2M0.12%
159
GBILGOLDMAN SACHS ETF TR
11,673$1.2M0.12%
160
GAPGAP INC
45,542$1.2M0.12%
161
BNDWVANGUARD SCOTTSDALE FDS
16,907$1.2M0.12%
162
KBDCKAYNE ANDERSON BDC INC
81,132$1.2M0.12%
163
CITHE CIGNA GROUP
4,192$1.2M0.12%
164
CALFPACER FDS TR
25,975$1.2M0.12%
165
PODDINSULET CORP
4,026$1.1M0.12%
166
DOCUDOCUSIGN INC
16,738$1.1M0.12%
167
GDGENERAL DYNAMICS CORP
3,390$1.1M0.12%
168
MUBISHARES TR
10,563$1.1M0.12%
169
STTSTATE STR CORP
8,727$1.1M0.12%
170
INTUINTUIT
1,674$1.1M0.11%
171
TELTE CONNECTIVITY PLC
4,864$1.1M0.11%
172
HEIHEICO CORP NEW
3,412$1.1M0.11%
173
BNDXVANGUARD CHARLOTTE FDS
22,504$1.1M0.11%
174
VHTVANGUARD WORLD FD
3,767$1.1M0.11%
175
CRLCHARLES RIV LABS INTL INC
5,429$1.1M0.11%
176
CAHCARDINAL HEALTH INC
5,268$1.1M0.11%
177
ASMLASML HOLDING N V
1,006$1.1M0.11%
178
EDCONSOLIDATED EDISON INC
10,781$1.1M0.11%
179
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,477$1.1M0.11%
180
MAMASTERCARD INCORPORATED
1,848$1.1M0.11%
181
TECHBIO-TECHNE CORP
17,862$1.1M0.11%
182
FTNTFORTINET INC
13,165$1.0M0.11%
183
EMLPFIRST TR EXCHANGE-TRADED FD
27,532$1.0M0.11%
184
QRVOQORVO INC
12,298$1.0M0.11%
185
XSMOINVESCO EXCHANGE TRADED FD T
14,428$1.0M0.11%
186
PNRPENTAIR PLC
9,947$1.0M0.11%
187
IJRISHARES TR
8,607$1.0M0.11%
188
EPREPR PPTYS
20,600$1.0M0.11%
189
DGDOLLAR GEN CORP NEW
7,610$1.0M0.10%
190
NSCNORFOLK SOUTHN CORP
3,496$1.0M0.10%
191
ABTABBOTT LABS
8,061$1.0M0.10%
192
FANGDIAMONDBACK ENERGY INC
6,686$1.0M0.10%
193
AMATAPPLIED MATLS INC
3,902$1.0M0.10%
194
BLKBLACKROCK INC
927$992K0.10%
195
SBACSBA COMMUNICATIONS CORP NEW
5,127$991K0.10%
196
CASYCASEYS GEN STORES INC
1,776$981K0.10%
197
DALDELTA AIR LINES INC DEL
14,115$979K0.10%
198
BKBANK NEW YORK MELLON CORP
8,426$978K0.10%
199
GGENPACT LIMITED
20,701$968K0.10%
200
TPRTAPESTRY INC
7,575$967K0.10%
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