Fund Holdings

INCEPTIONR LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
WEC ENERGY GROUP INC(WEC)019,331+19,33102,237,9500.54%+2,237,950
DISNEY WALT CO(DIS)023,042+23,04202,220,7880.53%+2,220,788
AVALONBAY CMNTYS INC013,375+13,37502,184,8060.53%+2,184,806
EXXON MOBIL CORP(XOM)012,839+12,83902,178,2650.52%+2,178,265
QUALCOMM INC(QCOM)016,713+16,71302,152,3000.52%+2,152,300
OLD REP INTL CORP(ORI)051,379+51,37902,050,0220.49%+2,050,022
COOPER COS INC(COO)027,900+27,90001,994,8500.48%+1,994,850
TRUIST FINL CORP(TFC)042,748+42,74801,965,1260.47%+1,965,126
SS&C TECH HLDGS(SSNC)029,002+29,00201,959,6650.47%+1,959,665
UNITED PARCEL SVCS INC(UPS)019,591+19,59101,927,3630.46%+1,927,363
PACKAGING CORP AMER(PKG)010,324+10,32402,190,9590.53%+2,190,959
ACCENTURE PLC IRELAND09,666+9,66601,916,6710.46%+1,916,671
INTERCONTINENTAL EXCHANGE IN(ICE)012,139+12,13901,909,2220.46%+1,909,222
AMERICAN FINANCIAL GROUP INC014,374+14,37401,835,7040.44%+1,835,704
MUELLER INDS INC(MLI)016,177+16,17701,792,4120.43%+1,792,412
WP CAREY INC(WPC)026,239+26,23901,783,2020.43%+1,783,202
TE CONNECTIVITY PLC(TEL)08,470+8,47001,770,3990.43%+1,770,399
PORTLAND GEN ELEC CO(POR)033,420+33,42001,763,5730.42%+1,763,573
PUBLIC SVC ENTERPRISE GROUP(PEG)021,276+21,27601,722,2920.41%+1,722,292
PENTAIR PLC(PNR)019,757+19,75701,721,0320.41%+1,721,032
ROYALTY PHARMA PLC(RPRX)044,557+44,55702,137,3990.51%+2,137,399
TORO CO017,880+17,88001,670,7070.40%+1,670,707
PRICE T ROWE GROUP INC(TROW)018,275+18,27501,647,3090.40%+1,647,309
NIKE INC(NKE)030,993+30,99301,637,0500.39%+1,637,050
VEEVA SYS INC(VEEV)09,058+9,05801,591,1280.38%+1,591,128
CATERPILLAR INC(CAT)02,672+2,67201,893,0050.46%+1,893,005
METLIFE INC(MET)028,707+28,70702,030,1590.49%+2,030,159
CAPITAL ONE FINL CORP(COF)08,589+8,58901,566,8910.38%+1,566,891
WELLS FARGO & CO(WFC)019,561+19,56101,557,2510.37%+1,557,251
AERCAP HOLDINGS NV(AER)3,45714,950+11,493496,9782,050,8410.49%+1,553,863
INTERNATIONAL PAPER CO(IP)048,416+48,41601,728,4510.42%+1,728,451
NVR INC(NVR)0230+23001,515,6610.36%+1,515,661
JONES LANG LASALLE INC(JLL)04,900+4,90001,491,1680.36%+1,491,168
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)08,820+8,82001,741,9500.42%+1,741,950
RALPH LAUREN CORP(RL)04,015+4,01501,381,1200.33%+1,381,120
CAMDEN PPTY TR(CPT)019,167+19,16701,871,8490.45%+1,871,849
TEXAS ROADHOUSE INC(TXRH)08,324+8,32401,374,6250.33%+1,374,625
MONSTER BEVERAGE CORP NEW(MNST)018,942+18,94201,372,5370.33%+1,372,537
ONE GAS INC(OGS)015,685+15,68501,350,9490.33%+1,350,949
WARNER MUSIC GROUP CORP(WMG)052,874+52,87401,350,4020.33%+1,350,402
LAUDER ESTEE COS INC(EL)018,735+18,73501,344,6110.32%+1,344,611
EVERSOURCE ENERGY(ES)019,346+19,34601,340,2910.32%+1,340,291
PINNACLE FINL PARTNERS INC(PNFP)015,468+15,46801,332,4140.32%+1,332,414
DOW HLDGS INC(DOW)031,911+31,91101,329,0930.32%+1,329,093
DOLLAR GEN CORP(DG)011,001+11,00101,306,1490.31%+1,306,149
KLA CORP(KLAC)0883+88301,300,1380.31%+1,300,138
PERMIAN RESOURCES CORP(PR)060,854+60,85401,297,4070.31%+1,297,407
VISA INC(V)04,289+4,28901,296,3070.31%+1,296,307
INCYTE CORP(INCY)013,713+13,71301,290,6680.31%+1,290,668
CARDINAL HEALTH INC(CAH)09,851+9,85102,076,5810.50%+2,076,581
REVOLUTION MEDICINES INC(RVMD)013,143+13,14301,278,1570.31%+1,278,157
GE AEROSPACE(GE)04,460+4,46001,265,6140.30%+1,265,614
ATLASSIAN CORPORATION018,494+18,49401,262,2160.30%+1,262,216
DICKS SPORTING GOODS INC(DKS)06,137+6,13701,216,9060.29%+1,216,906
RAYMOND JAMES FINL INC(RJF)013,595+13,59501,961,0790.47%+1,961,079
TRANSUNION(TRU)017,114+17,11401,184,1180.29%+1,184,118
DEERE & CO(DE)02,093+2,09301,178,9870.28%+1,178,987
GAMING & LEISURE P(GLPI)038,682+38,68201,716,3200.41%+1,716,320
GOLDMAN SACHS GROUP INC(GS)01,374+1,37401,162,3900.28%+1,162,390
ARMSTRONG WORLD INDS INC NEW(AWI)07,019+7,01901,156,7310.28%+1,156,731
ALLSTATE CORP(ALL)05,493+5,49301,138,9190.27%+1,138,919
DYCOM INDS INC(DY)03,344+3,34401,133,0140.27%+1,133,014
UNIVERSAL HLTH SVCS INC(UHS)07,975+7,97501,427,2860.34%+1,427,286
TEXTRON INC(TXT)017,304+17,30401,515,1380.36%+1,515,138
YUM CHINA HLDGS INC(YUMC)045,287+45,28702,209,1000.53%+2,209,100
GENERAL MTRS CO(GM)018,870+18,87001,405,8150.34%+1,405,815
LOCKHEED MARTIN CORP(LMT)01,800+1,80001,087,9020.26%+1,087,902
TELEDYNE TECHNOLOGIES INC(TDY)01,797+1,79701,087,2030.26%+1,087,203
NEWMONT CORP(NEM)015,574+15,57401,685,8860.41%+1,685,886
ECOLAB INC(ECL)07,009+7,00901,864,5340.45%+1,864,534
BANK AMERICA CORP10,69833,718+23,020588,3901,643,7530.40%+1,055,363
CYTOKINETICS INC(CYTK)015,974+15,97401,052,8460.25%+1,052,846
DOMINOS PIZZA INC(DPZ)02,842+2,84201,019,6810.25%+1,019,681
REGENCY CTRS CORP(REG)013,468+13,46801,018,9890.25%+1,018,989
BXP INC(BXP)019,410+19,41001,007,3790.24%+1,007,379
SOMNIGROUP INTERNATIONAL INC(SGI)013,201+13,2010975,8180.23%+975,818
XYLEM INC(XYL)08,145+8,1450973,3280.23%+973,328
TALEN ENERGY CORP(TLN)02,992+2,9920955,1360.23%+955,136
UNIVERSAL DISPLAY CORP(OLED)010,271+10,2710941,4400.23%+941,440
REXFORD INDL RLTY INC(REXR)028,473+28,4730931,9210.22%+931,921
VICI PPTYS INC(VICI)033,733+33,7330921,5860.22%+921,586
SYNCHRONY FINANCIAL(SYF)013,393+13,3930910,9920.22%+910,992
BROADRIDGE FINL SOLUTIONS IN(BR)05,579+5,5790906,4760.22%+906,476
AMGEN INC(AMGN)3,0955,432+2,3371,013,0241,911,2490.46%+898,225
CARETRUST REIT INC(CTRE)024,071+24,0710882,2020.21%+882,202
EBAY INC.(EBAY)09,680+9,6800881,0740.21%+881,074
ADOBE INC(ADBE)03,556+3,5560864,3920.21%+864,392
ROYAL GOLD INC(RGLD)03,392+3,3920863,2300.21%+863,230
CENCORA INC02,706+2,7060850,0630.20%+850,063
INSMED INC(INSM)05,172+5,1720845,7250.20%+845,725
TYLER TECHNOLOGIES INC(TYL)02,458+2,4580841,5700.20%+841,570
STERIS PLC(STE)03,792+3,7920838,5250.20%+838,525
PG&E CORP(PCG)062,206+62,20601,092,9590.26%+1,092,959
AMETEK INC03,858+3,8580827,0010.20%+827,001
PHILIP MORRIS INTL INC(PM)013,464+13,46402,226,1380.54%+2,226,138
RTX CORPORATION(RTX)08,447+8,44701,629,4260.39%+1,629,426
VALMONT INDS INC(VMI)02,043+2,0430816,3220.20%+816,322
UNITED RENTALS INC(URI)01,115+1,1150812,3440.20%+812,344
METALLUS INC049,427+49,4270807,6370.19%+807,637
REINSURANCE GROUP AMER INC(RGA)05,874+5,87401,199,2360.29%+1,199,236
Page 1 of 10