Fund Holdings

INCEPTIONR LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
EOG RES INC(EOG)019,303+19,30302,164,2520.52%+2,164,252
TYSON FOODS INC(TSN)038,767+38,76702,105,0480.51%+2,105,048
TE CONNECTIVITY PLC(TEL)08,957+8,95701,966,3300.47%+1,966,330
BERKSHIRE HATHAWAY INC DEL03,834+3,83401,927,5050.47%+1,927,505
DONALDSON INC(DCI)022,685+22,68501,856,7670.45%+1,856,767
WYNN RESORTS LTD(WYNN)014,415+14,41501,849,0120.45%+1,849,012
CONOCOPHILLIPS(COP)018,857+18,85701,783,6840.43%+1,783,684
VENTAS INC(VTR)023,963+23,96301,677,1700.40%+1,677,170
COUPANG INC(CPNG)051,680+51,68001,664,0960.40%+1,664,096
OTIS WORLDWIDE CORP(OTIS)018,060+18,06001,651,2260.40%+1,651,226
SOUTHERN CO(SO)017,175+17,17501,627,6750.39%+1,627,675
EDWARDS LIFESCIENCES CORP020,674+20,67401,607,8170.39%+1,607,817
D R HORTON INC(DHI)09,421+9,42101,596,5770.39%+1,596,577
PACKAGING CORP AMER(PKG)07,295+7,29501,589,7990.38%+1,589,799
PNC FINL SVCS GROUP INC(PNC)1,1238,632+7,509209,3501,734,4280.42%+1,525,078
NEWS CORP NEW(NWS)049,155+49,15501,509,5500.36%+1,509,550
PG&E CORP(PCG)25,651122,062+96,411357,5751,840,6950.44%+1,483,120
NEWMONT CORP(NEM)017,538+17,53801,478,6290.36%+1,478,629
FIRSTENERGY CORP(FE)031,985+31,98501,465,5530.35%+1,465,553
CARLYLE GROUP INC(CG)022,960+22,96001,439,5920.35%+1,439,592
PRUDENTIAL FINL INC(PFH)013,766+13,76601,428,0850.34%+1,428,085
HCA HEALTHCARE INC(HCA)03,345+3,34501,425,6390.34%+1,425,639
EAST WEST BANCORP INC(EWBC)3,22816,237+13,009325,9631,728,4290.42%+1,402,466
PENSKE AUTOMOTIVE GRP INC(PAG)07,992+7,99201,389,8890.34%+1,389,889
HORMEL FOODS CORP(HRL)055,404+55,40401,370,6950.33%+1,370,695
BORGWARNER INC030,957+30,95701,360,8700.33%+1,360,870
KEYCORP(KEY)072,252+72,25201,350,3900.33%+1,350,390
WYNDHAM HOTELS & RESORTS INC(WH)3,50220,134+16,632284,3971,608,7070.39%+1,324,310
MANHATTAN ASSOCIATES INC(MANH)06,399+6,39901,311,6670.32%+1,311,667
STRYKER CORPORATION(SYK)03,530+3,53001,304,9350.32%+1,304,935
NEW YORK TIMES CO(NYT)022,722+22,72201,304,2430.31%+1,304,243
TRAVELERS COMPANIES INC(TRV)2,3516,805+4,454628,9871,900,0920.46%+1,271,105
HONEYWELL INTL INC(HON)06,015+6,01501,266,1580.31%+1,266,158
TYLER TECHNOLOGIES INC(TYL)02,384+2,38401,247,2130.30%+1,247,213
LAS VEGAS SANDS CORP(LVS)023,015+23,01501,237,9770.30%+1,237,977
AMEREN CORP(AEE)011,700+11,70001,221,2460.29%+1,221,246
EQUITABLE HLDGS INC8,61133,558+24,947483,0771,704,0750.41%+1,220,998
ZIMMER BIOMET HOLDINGS INC(ZBH)012,359+12,35901,217,3620.29%+1,217,362
MOSAIC CO NEW(MOS)034,681+34,68101,202,7370.29%+1,202,737
INTEL CORP(INTC)035,671+35,67101,196,7620.29%+1,196,762
APPLIED MATLS INC05,751+5,75101,177,4600.28%+1,177,460
PINNACLE FINL PARTNERS INC012,523+12,52301,174,5320.28%+1,174,532
BLOCK INC(XYZ)3,50919,480+15,971238,3661,407,8200.34%+1,169,454
PUBLIC SVC ENTERPRISE GRP IN(PEG)013,817+13,81701,153,1670.28%+1,153,167
ESSENT GROUP LTD(ESNT)017,666+17,66601,122,8510.27%+1,122,851
JOHNSON & JOHNSON(JNJ)06,004+6,00401,113,2620.27%+1,113,262
ARCHER DANIELS MIDLAND CO018,457+18,45701,102,6210.27%+1,102,621
INTERDIGITAL INC(IDCC)03,189+3,18901,100,9380.27%+1,100,938
LAUDER ESTEE COS INC(EL)012,492+12,49201,100,7950.27%+1,100,795
CORPAY INC(CPAY)03,788+3,78801,091,1710.26%+1,091,171
SMUCKER J M CO(SJM)09,685+9,68501,051,7910.25%+1,051,791
AXSOME THERAPEUTICS INC(AXSM)08,659+8,65901,051,6360.25%+1,051,636
JONES LANG LASALLE INC(JLL)03,479+3,47901,037,7160.25%+1,037,716
ILLUMINA INC(ILMN)010,917+10,91701,036,7870.25%+1,036,787
EQUINIX INC(EQIX)01,322+1,32201,035,4430.25%+1,035,443
MCDONALDS CORP(MCD)2,1915,427+3,236640,1441,649,2110.40%+1,009,067
PHILLIPS 66(PSX)07,271+7,2710989,0010.24%+989,001
PARAMOUNT SKYDANCE CORP(PSKY)051,669+51,6690977,5770.24%+977,577
SUN CMNTYS INC(SUI)07,447+7,4470960,6630.23%+960,663
COUSINS PPTYS INC(CUZ)032,991+32,9910954,7600.23%+954,760
NEBIUS GROUP N.V.(NBIS)08,472+8,4720951,1510.23%+951,151
APPLIED INDL TECHNOLOGIES IN(AIT)03,626+3,6260946,5670.23%+946,567
GEN DIGITAL INC(GEN)21,20354,734+33,531623,3681,553,8980.38%+930,530
ENCOMPASS HEALTH CORP(EHC)2,82310,033+7,210345,7051,272,4850.31%+926,780
CARLISLE COS INC(CSL)02,814+2,8140925,6930.22%+925,693
COCA COLA CO(KO)013,947+13,9470924,9650.22%+924,965
ASSURED GUARANTY LTD(AGO)010,922+10,9220924,5470.22%+924,547
AKAMAI TECHNOLOGIES INC(AKAM)012,157+12,1570921,0140.22%+921,014
EXPEDITORS INTL WASH INC(EXPD)07,511+7,5110920,7730.22%+920,773
FAIR ISAAC CORP(FICO)0610+6100912,8830.22%+912,883
BLOOM ENERGY CORP010,758+10,7580909,8040.22%+909,804
BROADRIDGE FINL SOLUTIONS IN(BR)03,818+3,8180909,3330.22%+909,333
TEXTRON INC(TXT)010,712+10,7120905,0570.22%+905,057
PERFORMANCE FOOD GROUP CO(PFGC)7,47114,976+7,505653,4881,558,1030.38%+904,615
COEUR MNG INC(CDE)047,477+47,4770890,6690.22%+890,669
NMI HLDGS INC(NMIH)023,150+23,1500887,5710.21%+887,571
LAM RESEARCH CORP(LRCX)06,553+6,5530877,4470.21%+877,447
AMERIPRISE FINL INC(AMP)1,5113,415+1,904806,4661,677,6190.41%+871,153
DT MIDSTREAM INC(DTM)4,01311,525+7,512441,0691,303,0170.31%+861,948
WP CAREY INC(WPC)10,74522,665+11,920670,2731,531,4740.37%+861,201
CATERPILLAR INC(CAT)01,801+1,8010859,3470.21%+859,347
VERIZON COMMUNICATIONS INC(VZ)15,92335,203+19,280688,9881,547,1720.37%+858,184
GENERAC HLDGS INC(GNRC)05,087+5,0870851,5640.21%+851,564
KRATOS DEFENSE & SEC SOLUTIO(KTOS)09,274+9,2740847,3650.20%+847,365
NUCOR CORP(NUE)06,160+6,1600834,2490.20%+834,249
RPM INTL INC(RPM)07,065+7,0650832,8220.20%+832,822
CLEAN HARBORS INC(CLH)03,582+3,5820831,8120.20%+831,812
LEIDOS HOLDINGS INC(LDOS)04,399+4,3990831,2350.20%+831,235
LOWES COS INC(LOW)03,289+3,2890826,5590.20%+826,559
GAMING & LEISURE PPTYS INC(GLPI)26,86444,588+17,7241,254,0122,078,2470.50%+824,235
EXPEDIA GROUP INC(EXPE)03,789+3,7890809,8990.20%+809,899
ALLIANT ENERGY CORP(LNT)012,000+12,0000808,9200.20%+808,920
FORD MTR CO(F)20,32286,053+65,731220,4941,029,1940.25%+808,700
DRAFTKINGS INC NEW(DKNG)021,236+21,2360794,2260.19%+794,226
TOPBUILD CORP02,024+2,0240791,1010.19%+791,101
PHILIP MORRIS INTL INC(PM)6,29911,940+5,6411,147,2371,936,6680.47%+789,431
GOLDMAN SACHS GROUP INC(GS)0991+9910789,1830.19%+789,183
MOOG INC(MOG-A)03,800+3,8000789,1460.19%+789,146
SYSCO CORP(SYY)10,97319,560+8,587831,0951,610,5700.39%+779,475
ASSURANT INC(AIZ)03,590+3,5900777,5940.19%+777,594
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