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)

StockValue
AMTAMERICAN TOWER CORP NEW
$625K
YETIYETI HLDGS INC
$618K
SHELSHELL PLC
$616K
LFUSLITTELFUSE INC
$613K
APPAPPLOVIN CORP
$610K
GILDGILEAD SCIENCES INC
$607K
SHWSHERWIN WILLIAMS CO
$606K
DDDUPONT DE NEMOURS INC
$604K
CGNXCOGNEX CORP
$601K
CIENCIENA CORP
$597K
AGCOAGCO CORP
$596K
GRMNGARMIN LTD
$593K
XRPRETF OPPORTUNITIES TRUST
$590K
SAMBOSTON BEER INC
$589K
NRANRG ENERGY INC
$586K
BFAMBRIGHT HORIZONS FAM SOL IN D
$586K
MHKMOHAWK INDS INC
$583K
DTEDTE ENERGY CO
$580K
HOLXHOLOGIC INC
$579K
JNKSPDR SERIES TRUST
$579K
FTCSFIRST TR EXCHANGE-TRADED FD
$578K
FLOFLOWERS FOODS INC
$578K
PSAPUBLIC STORAGE OPER CO
$574K
VUGVANGUARD INDEX FDS
$572K
ESEVERSOURCE ENERGY
$572K
CEGCONSTELLATION ENERGY CORP
$565K
CMECME GROUP INC
$564K
VNDAVANDA PHARMACEUTICALS INC
$563K
LHXL3HARRIS TECHNOLOGIES INC
$562K
FDMOFIDELITY COVINGTON TRUST
$554K
FIXCOMFORT SYS USA INC
$553K
DLTRDOLLAR TREE INC
$549K
JAMFJAMF HLDG CORP
$548K
MUMICRON TECHNOLOGY INC
$548K
TWLOTWILIO INC
$544K
LUNRINTUITIVE MACHINES INC
$543K
NEMNEWMONT CORP
$542K
ITGRINTEGER HLDGS CORP
$542K
COLBCOLUMBIA BKG SYS INC
$542K
WWAYFAIR INC
$541K
EMREMERSON ELEC CO
$539K
GEVGE VERNOVA INC
$537K
PRCTPROCEPT BIOROBOTICS CORP
$536K
EVRGEVERGY INC
$533K
MOALTRIA GROUP INC
$529K
MMM3M CO
$527K
DGROISHARES TR
$522K
NRPNATURAL RESOURCE PARTNERS L
$522K
LWLAMB WESTON HLDGS INC
$522K
IVZINVESCO LTD
$521K
NVCRNOVOCURE LTD
$517K
TMOTHERMO FISHER SCIENTIFIC INC
$515K
FERGFERGUSON ENTERPRISES INC
$515K
DASHDOORDASH INC
$507K
USFDUS FOODS HLDG CORP
$507K
VNOMVIPER ENERGY INC
$507K
RNGRINGCENTRAL INC
$505K
CMGCHIPOTLE MEXICAN GRILL INC
$505K
VACMARRIOTT VACATIONS WORLDWIDE
$505K
GLWCORNING INC
$500K
BBEUJ P MORGAN EXCHANGE TRADED F
$499K
BDXBECTON DICKINSON & CO
$496K
LHLABCORP HOLDINGS INC
$496K
EGBNEAGLE BANCORP INC MD
$494K
XHBSPDR SERIES TRUST
$493K
EPAMEPAM SYS INC
$492K
GDXVANECK ETF TRUST
$492K
OGEOGE ENERGY CORP
$487K
USBUS BANCORP DEL
$487K
AALAMERICAN AIRLS GROUP INC
$486K
YUMYUM BRANDS INC
$485K
NEUNEWMARKET CORP
$484K
BBJPJ P MORGAN EXCHANGE TRADED F
$483K
CBLLCERIBELL INC
$483K
SOSOUTHERN CO
$479K
PCTYPAYLOCITY HLDG CORP
$477K
CEF/USPROTT ASSET MANAGEMENT LP
$476K
THCTENET HEALTHCARE CORP
$476K
SBUXSTARBUCKS CORP
$475K
FISVFISERV INC
$471K
SNOWSNOWFLAKE INC
$470K
CELCCELCUITY INC
$470K
FNBF N B CORP
$469K
FAFFIRST AMERN FINL CORP
$469K
GLPIGAMING & LEISURE PPTYS INC
$467K
NEENEXTERA ENERGY INC
$465K
MLPAGLOBAL X FDS
$456K
XLVSELECT SECTOR SPDR TR
$456K
ELANELANCO ANIMAL HEALTH INC
$454K
ITOTISHARES TR
$454K
FFIVF5 INC
$453K
COFCAPITAL ONE FINL CORP
$450K
CPBTHE CAMPBELLS COMPANY
$448K
KEYSKEYSIGHT TECHNOLOGIES INC
$446K
AMGNAMGEN INC
$445K
ADTADT INC DEL
$443K
AXPAMERICAN EXPRESS CO
$443K
PLNTPLANET FITNESS INC
$440K
DC4DEXCOM INC
$437K
NBISNEBIUS GROUP N.V.
$436K
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