Fund HoldingsINCEPTIONR LLC

Total Portfolio Value
$432.30M
Total Bought
$292.56M
Total Sold
$195.24M
Net Transaction
+$97.32M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BANK AMERICA CORP048,748+48,74802,3070.53%+2,307
PAYCHEX INC(PAYX)015,841+15,84102,3040.53%+2,304
AECOM(ACM)020,387+20,38702,3010.53%+2,301
PRINCIPAL FINANCIAL GROUP IN(PFG)028,937+28,93702,2980.53%+2,298
AMERICAN WTR WKS CO INC NEW016,078+16,07802,2370.52%+2,237
AMERICAN HOMES 4 RENT(AMH)060,915+60,91502,1970.51%+2,197
AMDOCS LTD(DOX)023,991+23,99102,1890.51%+2,189
BANK NEW YORK MELLON CORP022,812+22,81202,0780.48%+2,078
GALLAGHER ARTHUR J & CO(AJG)07,174+7,17402,2970.53%+2,297
DELTA AIR LINES INC DEL(DAL)037,919+37,91901,8650.43%+1,865
RAYMOND JAMES FINL INC(RJF)015,050+15,05002,3010.53%+2,301
VALERO ENERGY CORP(VLO)013,426+13,42601,8050.42%+1,805
ADOBE INC(ADBE)05,781+5,78102,2370.52%+2,237
PACCAR INC(PCAR)023,930+23,93002,2750.53%+2,275
WEYERHAEUSER CO MTN BE(WY)067,790+67,79001,7420.40%+1,742
MASTEC INC(MTZ)010,069+10,06901,7160.40%+1,716
LIVE NATION ENTERTAINMENT IN(LYV)011,279+11,27901,7060.39%+1,706
HUNTINGTON BANCSHARES INC(HBAN)0100,724+100,72401,6880.39%+1,688
CONSOLIDATED EDISON INC(ED)016,707+16,70701,6770.39%+1,677
CORTEVA INC(CTVA)022,269+22,26901,6600.38%+1,660
RENAISSANCERE HLDGS LTD(RNR)06,806+6,80601,6530.38%+1,653
CARMAX INC(KMX)024,267+24,26701,6310.38%+1,631
FEDERAL RLTY INVT TR NEW(FRT)017,250+17,25001,6200.37%+1,620
BRISTOL-MYERS SQUIBB CO(BMY)033,801+33,80101,5650.36%+1,565
BIOMARIN PHARMACEUTICAL INC(BMRN)036,605+36,60502,0120.47%+2,012
PAYLOCITY HLDG CORP(PCTY)08,466+8,46601,5340.35%+1,534
UNION PAC CORP(UNP)06,652+6,65201,5300.35%+1,530
ZOETIS INC(ZTS)011,887+11,88701,8540.43%+1,854
DIGITAL RLTY TR INC(DLR)08,722+8,72201,5210.35%+1,521
CARDINAL HEALTH INC(CAH)08,920+8,92001,4940.35%+1,494
AMERICAN INTL GROUP INC017,388+17,38801,4880.34%+1,488
KEYSIGHT TECHNOLOGIES INC(KEYS)08,901+8,90101,4590.34%+1,459
AUTOMATIC DATA PROCESSING IN06,791+6,79102,0940.48%+2,094
CRH PLC
ORD
015,585+15,58501,4310.33%+1,431
T-MOBILE US INC(TMUS)07,816+7,81601,8620.43%+1,862
EQUIFAX INC(EFX)05,469+5,46901,4180.33%+1,418
ROYAL GOLD INC(RGLD)07,946+7,94601,4130.33%+1,413
CARNIVAL CORP058,444+58,44401,6430.38%+1,643
MSCI INC(MSCI)02,423+2,42301,3970.32%+1,397
CF INDS HLDGS INC(CF)015,026+15,02601,3820.32%+1,382
CENTENE CORP DEL(CNC)034,358+34,35801,8650.43%+1,865
OVINTIV INC(OVV)036,179+36,17901,3770.32%+1,377
MEDTRONIC PLC(MDT)015,602+15,60201,3600.31%+1,360
LPL FINL HLDGS INC(LPLA)03,613+3,61301,3550.31%+1,355
WALMART INC(WMT)018,771+18,77101,8350.42%+1,835
FTAI AVIATION LTD(FTAI)011,578+11,57801,3320.31%+1,332
ALTRIA GROUP INC(MO)027,297+27,29701,6000.37%+1,600
NEXTERA ENERGY INC(NEE)028,444+28,44401,9750.46%+1,975
TJX COS INC NEW(TJX)010,457+10,45701,2910.30%+1,291
EXACT SCIENCES CORP(EXK)024,103+24,10301,2810.30%+1,281
PROCTER AND GAMBLE CO(PG)014,377+14,37702,2910.53%+2,291
COPART INC(CPRT)031,121+31,12101,5270.35%+1,527
CHEWY INC(CHWY)029,527+29,52701,2580.29%+1,258
EATON CORP PLC(ETN)03,517+3,51701,2560.29%+1,256
ANTERO RESOURCES CORP(AR)031,055+31,05501,2510.29%+1,251
3M CO(MMM)08,202+8,20201,2490.29%+1,249
EASTGROUP PPTYS INC(EGP)07,442+7,44201,2440.29%+1,244
TRANE TECHNOLOGIES PLC(TT)05,263+5,26302,3020.53%+2,302
DYNATRACE INC(DT)022,362+22,36201,2350.29%+1,235
PTC INC(PTC)5,71912,287+6,5688862,1180.49%+1,231
STANLEY BLACK & DECKER INC(SWK)018,077+18,07701,2250.28%+1,225
TRIMBLE INC(TRMB)015,965+15,96501,2130.28%+1,213
RIVIAN AUTOMOTIVE INC(RIVN)087,714+87,71401,2050.28%+1,205
CIRRUS LOGIC INC(CRUS)011,529+11,52901,2020.28%+1,202
MICRON TECHNOLOGY INC(MU)014,765+14,76501,8200.42%+1,820
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)019,527+19,52701,5240.35%+1,524
PPL CORP(PPL)034,751+34,75101,1780.27%+1,178
HILTON WORLDWIDE HLDGS INC(HLT)05,896+5,89601,5700.36%+1,570
CNH INDL N V
SHS
089,734+89,73401,1630.27%+1,163
WORKDAY INC(WDAY)04,824+4,82401,1580.27%+1,158
CITIGROUP INC(C)16,06326,816+10,7531,1402,2830.53%+1,142
MERIT MED SYS INC(MMSI)014,878+14,87801,3910.32%+1,391
CORE & MAIN INC(CNM)018,852+18,85201,1380.26%+1,138
BOEING CO(BA)05,409+5,40901,1330.26%+1,133
ALNYLAM PHARMACEUTICALS INC(ALNY)04,576+4,57601,4920.35%+1,492
WELLS FARGO CO NEW(WFC)014,115+14,11501,1310.26%+1,131
BOSTON SCIENTIFIC CORP(BSX)010,384+10,38401,1150.26%+1,115
TECHNIPFMC PLC(FTI)032,198+32,19801,1090.26%+1,109
MARTIN MARIETTA MATLS INC(MLM)02,512+2,51201,3790.32%+1,379
PINNACLE WEST CAP CORP(PNW)012,367+12,36701,1060.26%+1,106
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
09,570+9,57001,3810.32%+1,381
BALCHEM CORP06,832+6,83201,0880.25%+1,088
EVERSOURCE ENERGY(ES)016,872+16,87201,0730.25%+1,073
LULULEMON ATHLETICA INC(LULU)04,515+4,51501,0730.25%+1,073
JPMORGAN CHASE & CO.(JPM)03,688+3,68801,0690.25%+1,069
CDW CORP(CDW)7,02512,239+5,2141,1262,1860.51%+1,060
SOUTHWEST AIRLS CO(LUV)032,518+32,51801,0550.24%+1,055
UDR INC(UDR)025,771+25,77101,0520.24%+1,052
PAYCOM SOFTWARE INC(PAYC)06,697+6,69701,5500.36%+1,550
CINCINNATI FINL CORP(CINF)07,006+7,00601,0430.24%+1,043
TEXAS ROADHOUSE INC(TXRH)05,494+5,49401,0300.24%+1,030
WATERS CORP(WAT)02,917+2,91701,0180.24%+1,018
FEDERAL SIGNAL CORP(FSS)09,562+9,56201,0180.24%+1,018
DUOLINGO INC(DUOL)02,452+2,45201,0050.23%+1,005
IRON MTN INC DEL(IRM)015,785+15,78501,6190.37%+1,619
M & T BK CORP(MTB)05,098+5,09809890.23%+989
DELL TECHNOLOGIES INC(DELL)08,044+8,04409860.23%+986
UNITY SOFTWARE INC(U)040,486+40,48609800.23%+980
VISTRA CORP(VST)05,008+5,00809710.22%+971
EBAY INC.(EBAY)017,422+17,42201,2970.30%+1,297
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