Fund HoldingsINCEPTIONR LLC

Total Portfolio Value
$388.57M
Total Bought
$328.38M
Total Sold
$80.55M
Net Transaction
+$247.83M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
CHUBB LIMITED
COM
08,114+8,11402,1030.54%+2,103
ILLINOIS TOOL WKS INC(ITW)07,824+7,82402,0990.54%+2,099
AMETEK INC011,444+11,44402,0930.54%+2,093
WALMART INC(WMT)034,687+34,68702,0870.54%+2,087
GALLAGHER ARTHUR J & CO(AJG)08,329+8,32902,0830.54%+2,083
STERIS PLC(STE)09,163+9,16302,0600.53%+2,060
AMEREN CORP(AEE)026,076+26,07601,9290.50%+1,929
ABBOTT LABS015,981+15,98101,8160.47%+1,816
MURPHY OIL CORP(MUR)039,705+39,70501,8150.47%+1,815
ASSURED GUARANTY LTD(AGO)020,606+20,60601,7980.46%+1,798
FIRSTENERGY CORP(FE)046,364+46,36401,7910.46%+1,791
HCA HEALTHCARE INC(HCA)05,360+5,36001,7880.46%+1,788
LAMB WESTON HLDGS INC(LW)016,439+16,43901,7510.45%+1,751
TRAVELERS COMPANIES INC(TRV)07,534+7,53401,7340.45%+1,734
MCKESSON CORP(MCK)03,221+3,22101,7290.45%+1,729
CHECK POINT SOFTWARE TECH LT
ORD
010,516+10,51601,7250.44%+1,725
STAG INDL INC(STAG)044,171+44,17101,6980.44%+1,698
GENERAL DYNAMICS CORP(GD)06,500+6,50001,8360.47%+1,836
ROSS STORES INC(ROST)010,961+10,96101,6090.41%+1,609
INTERCONTINENTAL EXCHANGE IN(ICE)011,629+11,62901,5980.41%+1,598
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)021,758+21,75801,5950.41%+1,595
WELLS FARGO CO NEW(WFC)027,249+27,24901,5790.41%+1,579
CONSTELLATION BRANDS INC(STZ)05,800+5,80001,5760.41%+1,576
AGILENT TECHNOLOGIES INC(A)010,774+10,77401,5680.40%+1,568
ALLSTATE CORP(ALL)011,726+11,72602,0290.52%+2,029
HOST HOTELS & RESORTS INC(HST)075,198+75,19801,5550.40%+1,555
MURPHY USA INC(MUSA)03,688+3,68801,5460.40%+1,546
POPULAR INC(BPOP)019,399+19,39901,7090.44%+1,709
THE CIGNA GROUP(CI)04,145+4,14501,5050.39%+1,505
DANAHER CORPORATION(DHR)05,998+5,99801,4980.39%+1,498
XCEL ENERGY INC(XEL)027,755+27,75501,4920.38%+1,492
PROCTER AND GAMBLE CO(PG)4,06212,827+8,7655952,0810.54%+1,486
PACKAGING CORP AMER(PKG)011,038+11,03802,0950.54%+2,095
HUNTINGTON INGALLS INDS INC(HII)1,4146,351+4,9373671,8510.48%+1,484
QUALCOMM INC(QCOM)08,663+8,66301,4670.38%+1,467
SYSCO CORP(SYY)017,814+17,81401,4460.37%+1,446
CISCO SYS INC(CSCO)028,685+28,68501,4320.37%+1,432
LANDSTAR SYS INC(LSTR)07,416+7,41601,4300.37%+1,430
ANNALY CAPITAL MANAGEMENT IN072,034+72,03401,4180.37%+1,418
CENTENE CORP DEL(CNC)020,700+20,70001,6250.42%+1,625
OMEGA HEALTHCARE INVS INC(OHI)044,070+44,07001,3960.36%+1,396
PILGRIMS PRIDE CORP(PPC)040,548+40,54801,3920.36%+1,392
CAMDEN PPTY TR(CPT)013,896+13,89601,3670.35%+1,367
MATTEL INC(MAT)068,968+68,96801,3660.35%+1,366
VEEVA SYS INC(VEEV)07,202+7,20201,6690.43%+1,669
CORNING INC(GLW)049,078+49,07801,6180.42%+1,618
NRG ENERGY INC(NRG)026,563+26,56301,7980.46%+1,798
EDISON INTL(EIX)019,099+19,09901,3510.35%+1,351
DOVER CORP(DOV)07,570+7,57001,3410.35%+1,341
UNITED AIRLS HLDGS INC(UAL)027,975+27,97501,3390.34%+1,339
FASTENAL CO(FAST)017,338+17,33801,3370.34%+1,337
CME GROUP INC(CME)07,785+7,78501,6760.43%+1,676
ELECTRONIC ARTS INC(EA)010,036+10,03601,3310.34%+1,331
CREDICORP LTD(BAP)09,081+9,08101,5390.40%+1,539
THERMO FISHER SCIENTIFIC INC(TMO)02,677+2,67701,5560.40%+1,556
GAMING & LEISURE PPTYS INC(GLPI)028,396+28,39601,3080.34%+1,308
STONECO LTD(STNE)078,353+78,35301,3010.33%+1,301
EPAM SYS INC(EPAM)04,706+4,70601,3000.33%+1,300
NORFOLK SOUTHN CORP(NSC)05,094+5,09401,2980.33%+1,298
JOHNSON & JOHNSON(JNJ)2,57810,760+8,1824041,7020.44%+1,298
ELEMENT SOLUTIONS INC(ESI)051,546+51,54601,2880.33%+1,288
KLA CORP(KLAC)02,164+2,16401,5120.39%+1,512
RED ROCK RESORTS INC(RRR)021,200+21,20001,2680.33%+1,268
JPMORGAN CHASE & CO(JPM)06,300+6,30001,2620.32%+1,262
FIFTH THIRD BANCORP(FITB)033,648+33,64801,2520.32%+1,252
AMERICAN TOWER CORP NEW(AMT)1,9408,438+6,4984191,6670.43%+1,248
REGENERON PHARMACEUTICALS(REGN)5481,792+1,2444811,7250.44%+1,243
AUTOLIV INC(ALV)011,923+11,92301,4360.37%+1,436
LEAR CORP(LEA)08,450+8,45001,2240.32%+1,224
DOW INC(DOW)021,028+21,02801,2180.31%+1,218
EATON CORP PLC(ETN)03,892+3,89201,2170.31%+1,217
GRACO INC(GGG)013,017+13,01701,2170.31%+1,217
L3HARRIS TECHNOLOGIES INC(LHX)05,678+5,67801,2100.31%+1,210
SERVICE CORP INTL(SCI)016,266+16,26601,2070.31%+1,207
WILLIS TOWERS WATSON PLC LTD(WTW)04,375+4,37501,2030.31%+1,203
INGERSOLL RAND INC(IR)6,36517,810+11,4454921,6910.44%+1,199
PROGRESS SOFTWARE CORP(PRGS)022,337+22,33701,1910.31%+1,191
GLOBE LIFE INC010,192+10,19201,1860.31%+1,186
EQUITY LIFESTYLE PPTYS INC(ELS)018,405+18,40501,1850.31%+1,185
CHARTER COMMUNICATIONS INC N(CHTR)04,067+4,06701,1820.30%+1,182
CF INDS HLDGS INC(CF)014,189+14,18901,1810.30%+1,181
MONSTER BEVERAGE CORP NEW(MNST)019,853+19,85301,1770.30%+1,177
KIMCO RLTY CORP(KIM)059,884+59,88401,1740.30%+1,174
M & T BK CORP(MTB)08,037+8,03701,1690.30%+1,169
CHIPOTLE MEXICAN GRILL INC(CMG)0467+46701,3570.35%+1,357
EVERCORE INC(EVR)08,596+8,59601,6560.43%+1,656
TAYLOR MORRISON HOME CORP(TMHC)018,279+18,27901,1360.29%+1,136
PHILIP MORRIS INTL INC(PM)012,373+12,37301,1340.29%+1,134
NUCOR CORP(NUE)2,4997,894+5,3954351,5620.40%+1,127
BAXTER INTL INC026,286+26,28601,1230.29%+1,123
WEYERHAEUSER CO MTN BE(WY)031,247+31,24701,1220.29%+1,122
CASEYS GEN STORES INC(CASY)03,449+3,44901,0980.28%+1,098
LIBERTY MEDIA CORP DEL036,661+36,66101,0890.28%+1,089
TE CONNECTIVITY LTD(TEL)07,454+7,45401,0830.28%+1,083
DOLLAR GEN CORP NEW(DG)06,936+6,93601,0820.28%+1,082
AT&T INC(T)061,500+61,50001,0820.28%+1,082
POST HLDGS INC(POST)015,366+15,36601,6330.42%+1,633
CREDIT ACCEP CORP MICH(CACC)01,950+1,95001,0760.28%+1,076
REXFORD INDL RLTY INC(REXR)020,879+20,87901,0500.27%+1,050
PTC INC(PTC)07,267+7,26701,3730.35%+1,373
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