Fund Holdings — INCEPTIONR LLC

Total Portfolio Value
$414.22M
Total Bought
$249.71M
Total Sold
$270.15M
Net Transaction
-$20.43M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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EOG RES INC(EOG)019,303+19,30302,1640.52%+2,164
TYSON FOODS INC(TSN)038,767+38,76702,1050.51%+2,105
TE CONNECTIVITY PLC(TEL)08,957+8,95701,9660.47%+1,966
BERKSHIRE HATHAWAY INC DEL03,834+3,83401,9280.47%+1,928
DONALDSON INC(DCI)022,685+22,68501,8570.45%+1,857
WYNN RESORTS LTD(WYNN)014,415+14,41501,8490.45%+1,849
CONOCOPHILLIPS(COP)018,857+18,85701,7840.43%+1,784
VENTAS INC(VTR)023,963+23,96301,6770.40%+1,677
COUPANG INC(CPNG)051,680+51,68001,6640.40%+1,664
OTIS WORLDWIDE CORP(OTIS)018,060+18,06001,6510.40%+1,651
SOUTHERN CO(SO)017,175+17,17501,6280.39%+1,628
EDWARDS LIFESCIENCES CORP020,674+20,67401,6080.39%+1,608
D R HORTON INC(DHI)09,421+9,42101,5970.39%+1,597
PACKAGING CORP AMER(PKG)07,295+7,29501,5900.38%+1,590
PNC FINL SVCS GROUP INC(PNC)1,1238,632+7,5092091,7340.42%+1,525
NEWS CORP NEW(NWS)049,155+49,15501,5100.36%+1,510
PG&E CORP(PCG)25,651122,062+96,4113581,8410.44%+1,483
NEWMONT CORP(NEM)017,538+17,53801,4790.36%+1,479
FIRSTENERGY CORP(FE)031,985+31,98501,4660.35%+1,466
CARLYLE GROUP INC(CG)022,960+22,96001,4400.35%+1,440
PRUDENTIAL FINL INC(PFH)013,766+13,76601,4280.34%+1,428
HCA HEALTHCARE INC(HCA)03,345+3,34501,4260.34%+1,426
EAST WEST BANCORP INC(EWBC)3,22816,237+13,0093261,7280.42%+1,402
PENSKE AUTOMOTIVE GRP INC(PAG)07,992+7,99201,3900.34%+1,390
HORMEL FOODS CORP(HRL)055,404+55,40401,3710.33%+1,371
BORGWARNER INC030,957+30,95701,3610.33%+1,361
KEYCORP(KEY)072,252+72,25201,3500.33%+1,350
WYNDHAM HOTELS & RESORTS INC(WH)3,50220,134+16,6322841,6090.39%+1,324
MANHATTAN ASSOCIATES INC(MANH)06,399+6,39901,3120.32%+1,312
STRYKER CORPORATION(SYK)03,530+3,53001,3050.32%+1,305
NEW YORK TIMES CO(NYT)022,722+22,72201,3040.31%+1,304
TRAVELERS COMPANIES INC(TRV)2,3516,805+4,4546291,9000.46%+1,271
HONEYWELL INTL INC(HON)06,015+6,01501,2660.31%+1,266
TYLER TECHNOLOGIES INC(TYL)02,384+2,38401,2470.30%+1,247
LAS VEGAS SANDS CORP(LVS)023,015+23,01501,2380.30%+1,238
AMEREN CORP(AEE)011,700+11,70001,2210.29%+1,221
EQUITABLE HLDGS INC8,61133,558+24,9474831,7040.41%+1,221
ZIMMER BIOMET HOLDINGS INC(ZBH)012,359+12,35901,2170.29%+1,217
MOSAIC CO NEW(MOS)034,681+34,68101,2030.29%+1,203
INTEL CORP(INTC)035,671+35,67101,1970.29%+1,197
APPLIED MATLS INC05,751+5,75101,1770.28%+1,177
PINNACLE FINL PARTNERS INC012,523+12,52301,1750.28%+1,175
BLOCK INC(XYZ)3,50919,480+15,9712381,4080.34%+1,169
PUBLIC SVC ENTERPRISE GRP IN(PEG)013,817+13,81701,1530.28%+1,153
ESSENT GROUP LTD(ESNT)017,666+17,66601,1230.27%+1,123
JOHNSON & JOHNSON(JNJ)06,004+6,00401,1130.27%+1,113
ARCHER DANIELS MIDLAND CO018,457+18,45701,1030.27%+1,103
INTERDIGITAL INC(IDCC)03,189+3,18901,1010.27%+1,101
LAUDER ESTEE COS INC(EL)012,492+12,49201,1010.27%+1,101
CORPAY INC(CPAY)03,788+3,78801,0910.26%+1,091
SMUCKER J M CO(SJM)09,685+9,68501,0520.25%+1,052
AXSOME THERAPEUTICS INC(AXSM)08,659+8,65901,0520.25%+1,052
JONES LANG LASALLE INC(JLL)03,479+3,47901,0380.25%+1,038
ILLUMINA INC(ILMN)010,917+10,91701,0370.25%+1,037
EQUINIX INC(EQIX)01,322+1,32201,0350.25%+1,035
MCDONALDS CORP(MCD)2,1915,427+3,2366401,6490.40%+1,009
PHILLIPS 66(PSX)07,271+7,27109890.24%+989
PARAMOUNT SKYDANCE CORP(PSKY)051,669+51,66909780.24%+978
SUN CMNTYS INC(SUI)07,447+7,44709610.23%+961
COUSINS PPTYS INC(CUZ)032,991+32,99109550.23%+955
NEBIUS GROUP N.V.(NBIS)08,472+8,47209510.23%+951
APPLIED INDL TECHNOLOGIES IN(AIT)03,626+3,62609470.23%+947
GEN DIGITAL INC(GEN)21,20354,734+33,5316231,5540.38%+931
ENCOMPASS HEALTH CORP(EHC)2,82310,033+7,2103461,2720.31%+927
CARLISLE COS INC(CSL)02,814+2,81409260.22%+926
COCA COLA CO(KO)013,947+13,94709250.22%+925
ASSURED GUARANTY LTD(AGO)010,922+10,92209250.22%+925
AKAMAI TECHNOLOGIES INC(AKAM)012,157+12,15709210.22%+921
EXPEDITORS INTL WASH INC(EXPD)07,511+7,51109210.22%+921
FAIR ISAAC CORP(FICO)0610+61009130.22%+913
BLOOM ENERGY CORP010,758+10,75809100.22%+910
BROADRIDGE FINL SOLUTIONS IN(BR)03,818+3,81809090.22%+909
TEXTRON INC(TXT)010,712+10,71209050.22%+905
PERFORMANCE FOOD GROUP CO(PFGC)7,47114,976+7,5056531,5580.38%+905
COEUR MNG INC(CDE)047,477+47,47708910.22%+891
NMI HLDGS INC(NMIH)023,150+23,15008880.21%+888
LAM RESEARCH CORP(LRCX)06,553+6,55308770.21%+877
AMERIPRISE FINL INC(AMP)1,5113,415+1,9048061,6780.41%+871
DT MIDSTREAM INC(DTM)4,01311,525+7,5124411,3030.31%+862
WP CAREY INC(WPC)10,74522,665+11,9206701,5310.37%+861
CATERPILLAR INC(CAT)01,801+1,80108590.21%+859
VERIZON COMMUNICATIONS INC(VZ)15,92335,203+19,2806891,5470.37%+858
GENERAC HLDGS INC(GNRC)05,087+5,08708520.21%+852
KRATOS DEFENSE & SEC SOLUTIO(KTOS)09,274+9,27408470.20%+847
NUCOR CORP(NUE)06,160+6,16008340.20%+834
RPM INTL INC(RPM)07,065+7,06508330.20%+833
CLEAN HARBORS INC(CLH)03,582+3,58208320.20%+832
LEIDOS HOLDINGS INC(LDOS)04,399+4,39908310.20%+831
LOWES COS INC(LOW)03,289+3,28908270.20%+827
GAMING & LEISURE PPTYS INC(GLPI)26,86444,588+17,7241,2542,0780.50%+824
EXPEDIA GROUP INC(EXPE)03,789+3,78908100.20%+810
ALLIANT ENERGY CORP(LNT)012,000+12,00008090.20%+809
FORD MTR CO(F)20,32286,053+65,7312201,0290.25%+809
DRAFTKINGS INC NEW(DKNG)021,236+21,23607940.19%+794
TOPBUILD CORP02,024+2,02407910.19%+791
PHILIP MORRIS INTL INC(PM)6,29911,940+5,6411,1471,9370.47%+789
GOLDMAN SACHS GROUP INC(GS)0991+99107890.19%+789
MOOG INC(MOG-A)03,800+3,80007890.19%+789
SYSCO CORP(SYY)10,97319,560+8,5878311,6110.39%+779
ASSURANT INC(AIZ)03,590+3,59007780.19%+778
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INCEPTIONR LLC — 13F Holdings — Q3 2025 | TickerTrail