Fund HoldingsINCEPTIONR LLC

Total Portfolio Value
$415.39M
Total Bought
$282.94M
Total Sold
$227.69M
Net Transaction
+$55.24M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
WEC ENERGY GROUP INC(WEC)019,331+19,33102,2380.54%+2,238
DISNEY WALT CO(DIS)023,042+23,04202,2210.53%+2,221
AVALONBAY CMNTYS INC013,375+13,37502,1850.53%+2,185
EXXON MOBIL CORP012,839+12,83902,1780.52%+2,178
QUALCOMM INC(QCOM)016,713+16,71302,1520.52%+2,152
OLD REP INTL CORP(ORI)051,379+51,37902,0500.49%+2,050
COOPER COS INC(COO)027,900+27,90001,9950.48%+1,995
TRUIST FINL CORP(TFC)042,748+42,74801,9650.47%+1,965
SS&C TECH HLDGS(SSNC)029,002+29,00201,9600.47%+1,960
UNITED PARCEL SVCS INC(UPS)019,591+19,59101,9270.46%+1,927
PACKAGING CORP AMER(PKG)010,324+10,32402,1910.53%+2,191
ACCENTURE PLC IRELAND
SHS CLASS A
09,666+9,66601,9170.46%+1,917
INTERCONTINENTAL EXCHANGE IN(ICE)012,139+12,13901,9090.46%+1,909
AMERICAN FINANCIAL GROUP INC014,374+14,37401,8360.44%+1,836
MUELLER INDS INC(MLI)016,177+16,17701,7920.43%+1,792
WP CAREY INC(WPC)026,239+26,23901,7830.43%+1,783
TE CONNECTIVITY PLC(TEL)08,470+8,47001,7700.43%+1,770
PORTLAND GEN ELEC CO(POR)033,420+33,42001,7640.42%+1,764
PUBLIC SVC ENTERPRISE GROUP(PEG)021,276+21,27601,7220.41%+1,722
PENTAIR PLC(PNR)019,757+19,75701,7210.41%+1,721
ROYALTY PHARMA PLC(RPRX)044,557+44,55702,1370.51%+2,137
TORO CO017,880+17,88001,6710.40%+1,671
PRICE T ROWE GROUP INC(TROW)018,275+18,27501,6470.40%+1,647
NIKE INC(NKE)030,993+30,99301,6370.39%+1,637
VEEVA SYS INC(VEEV)09,058+9,05801,5910.38%+1,591
CATERPILLAR INC(CAT)02,672+2,67201,8930.46%+1,893
METLIFE INC(MET)028,707+28,70702,0300.49%+2,030
CAPITAL ONE FINL CORP(COF)08,589+8,58901,5670.38%+1,567
WELLS FARGO & CO(WFC)019,561+19,56101,5570.37%+1,557
AERCAP HOLDINGS NV(AER)014,950+14,95002,0510.49%+2,051
INTERNATIONAL PAPER CO(IP)048,416+48,41601,7280.42%+1,728
NVR INC(NVR)0230+23001,5160.36%+1,516
JONES LANG LASALLE INC(JLL)04,900+4,90001,4910.36%+1,491
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)08,820+8,82001,7420.42%+1,742
RALPH LAUREN CORP(RL)04,015+4,01501,3810.33%+1,381
CAMDEN PPTY TR(CPT)019,167+19,16701,8720.45%+1,872
TEXAS ROADHOUSE INC(TXRH)08,324+8,32401,3750.33%+1,375
MONSTER BEVERAGE CORP NEW(MNST)018,942+18,94201,3730.33%+1,373
ONE GAS INC(OGS)015,685+15,68501,3510.33%+1,351
WARNER MUSIC GROUP CORP(WMG)052,874+52,87401,3500.33%+1,350
LAUDER ESTEE COS INC(EL)018,735+18,73501,3450.32%+1,345
EVERSOURCE ENERGY(ES)019,346+19,34601,3400.32%+1,340
PINNACLE FINL PARTNERS INC(PNFP)015,468+15,46801,3320.32%+1,332
DOW HLDGS INC(DOW)031,911+31,91101,3290.32%+1,329
DOLLAR GEN CORP(DG)011,001+11,00101,3060.31%+1,306
KLA CORP(KLAC)0883+88301,3000.31%+1,300
PERMIAN RESOURCES CORP(PR)060,854+60,85401,2970.31%+1,297
VISA INC(V)04,289+4,28901,2960.31%+1,296
INCYTE CORP(INCY)013,713+13,71301,2910.31%+1,291
CARDINAL HEALTH INC(CAH)3,8499,851+6,0027912,0770.50%+1,286
REVOLUTION MEDICINES INC(RVMD)013,143+13,14301,2780.31%+1,278
GE AEROSPACE(GE)04,460+4,46001,2660.30%+1,266
ATLASSIAN CORPORATION018,494+18,49401,2620.30%+1,262
DICKS SPORTING GOODS INC(DKS)06,137+6,13701,2170.29%+1,217
RAYMOND JAMES FINL INC(RJF)013,595+13,59501,9610.47%+1,961
TRANSUNION(TRU)017,114+17,11401,1840.29%+1,184
DEERE & CO(DE)02,093+2,09301,1790.28%+1,179
GAMING & LEISURE P(GLPI)038,682+38,68201,7160.41%+1,716
GOLDMAN SACHS GROUP INC(GS)01,374+1,37401,1620.28%+1,162
ARMSTRONG WORLD INDS INC NEW(AWI)07,019+7,01901,1570.28%+1,157
ALLSTATE CORP(ALL)05,493+5,49301,1390.27%+1,139
DYCOM INDS INC(DY)03,344+3,34401,1330.27%+1,133
UNIVERSAL HLTH SVCS INC(UHS)07,975+7,97501,4270.34%+1,427
TEXTRON INC(TXT)017,304+17,30401,5150.36%+1,515
YUM CHINA HLDGS INC(YUMC)23,21545,287+22,0721,1082,2090.53%+1,101
GENERAL MTRS CO(GM)018,870+18,87001,4060.34%+1,406
LOCKHEED MARTIN CORP(LMT)01,800+1,80001,0880.26%+1,088
TELEDYNE TECHNOLOGIES INC(TDY)01,797+1,79701,0870.26%+1,087
NEWMONT CORP(NEM)015,574+15,57401,6860.41%+1,686
ECOLAB INC(ECL)3,0687,009+3,9418051,8650.45%+1,059
BANK AMERICA CORP033,718+33,71801,6440.40%+1,644
CYTOKINETICS INC(CYTK)015,974+15,97401,0530.25%+1,053
DOMINOS PIZZA INC(DPZ)02,842+2,84201,0200.25%+1,020
REGENCY CTRS CORP(REG)013,468+13,46801,0190.25%+1,019
BXP INC(BXP)019,410+19,41001,0070.24%+1,007
SOMNIGROUP INTERNATIONAL INC(SGI)013,201+13,20109760.23%+976
XYLEM INC(XYL)08,145+8,14509730.23%+973
TALEN ENERGY CORP(TLN)02,992+2,99209550.23%+955
UNIVERSAL DISPLAY CORP(OLED)010,271+10,27109410.23%+941
REXFORD INDL RLTY INC(REXR)028,473+28,47309320.22%+932
VICI PPTYS INC(VICI)033,733+33,73309220.22%+922
SYNCHRONY FINANCIAL(SYF)013,393+13,39309110.22%+911
BROADRIDGE FINL SOLUTIONS IN(BR)05,579+5,57909060.22%+906
AMGEN INC(AMGN)05,432+5,43201,9110.46%+1,911
CARETRUST REIT INC(CTRE)024,071+24,07108820.21%+882
EBAY INC.(EBAY)09,680+9,68008810.21%+881
ADOBE INC(ADBE)03,556+3,55608640.21%+864
ROYAL GOLD INC(RGLD)03,392+3,39208630.21%+863
CENCORA INC02,706+2,70608500.20%+850
INSMED INC(INSM)05,172+5,17208460.20%+846
TYLER TECHNOLOGIES INC(TYL)02,458+2,45808420.20%+842
STERIS PLC(STE)03,792+3,79208390.20%+839
PG&E CORP(PCG)062,206+62,20601,0930.26%+1,093
AMETEK INC03,858+3,85808270.20%+827
PHILIP MORRIS INTL INC(PM)013,464+13,46402,2260.54%+2,226
RTX CORPORATION(RTX)4,4258,447+4,0228121,6290.39%+818
VALMONT INDS INC(VMI)02,043+2,04308160.20%+816
UNITED RENTALS INC(URI)01,115+1,11508120.20%+812
METALLUS INC049,427+49,42708080.19%+808
REINSURANCE GROUP AMER INC(RGA)05,874+5,87401,1990.29%+1,199
Page 1 of 1