Fund HoldingsINCEPTIONR LLC

Total Portfolio Value
$140.16M
Total Bought
$85.45M
Total Sold
$122.70M
Net Transaction
-$37.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ELEVANCE HEALTH INC(ELV)01,902+1,90208970.64%+897
ABBVIE INC(ABBV)05,777+5,77708950.64%+895
VERISIGN INC04,345+4,34508950.64%+895
SEI INVTS CO(SEIC)014,071+14,07108940.64%+894
MCDONALDS CORP(MCD)03,015+3,01508940.64%+894
AMERICAN INTL GROUP INC013,181+13,18108930.64%+893
AGREE RLTY CORP014,112+14,11208880.63%+888
ATMOS ENERGY CORP(ATO)07,522+7,52208720.62%+872
LEIDOS HOLDINGS INC(LDOS)07,924+7,92408580.61%+858
CENCORA INC04,010+4,01008240.59%+824
NEWMARKET CORP(NEU)01,505+1,50508210.59%+821
AECOM(ACM)08,621+8,62107970.57%+797
JACOBS SOLUTIONS INC(J)05,930+5,93007700.55%+770
LAMAR ADVERTISING CO NEW(LAMR)06,963+6,96307400.53%+740
MONDELEZ INTL INC(MDLZ)010,011+10,01107250.52%+725
BWX TECHNOLOGIES INC(BWXT)09,321+9,32107150.51%+715
FAIR ISAAC CORP(FICO)0610+61007100.51%+710
ROLLINS INC(ROL)015,793+15,79306900.49%+690
CUMMINS INC(CMI)02,811+2,81106730.48%+673
DARDEN RESTAURANTS INC(DRI)04,031+4,03106620.47%+662
BERKSHIRE HATHAWAY INC DEL01,854+1,85406610.47%+661
INTERPUBLIC GROUP COS INC020,057+20,05706550.47%+655
BOYD GAMING CORP(BYD)010,238+10,23806410.46%+641
FIDELITY NATIONAL FINANCIAL(FNF)012,409+12,40906330.45%+633
US FOODS HLDG CORP(USFD)013,925+13,92506320.45%+632
CROWN CASTLE INC(CCI)05,489+5,48906320.45%+632
GENPACT LIMITED
SHS
024,613+24,61308540.61%+854
CNA FINL CORP(CNA)014,822+14,82206270.45%+627
FOX CORP(FOX)021,027+21,02706240.45%+624
YUM CHINA HLDGS INC(YUMC)014,691+14,69106230.44%+623
EBAY INC.(EBAY)014,278+14,27806230.44%+623
APPLIED MATLS INC03,797+3,79706150.44%+615
WEST PHARMACEUTICAL SVSC INC(WST)01,722+1,72206060.43%+606
STEEL DYNAMICS INC(STLD)06,960+6,96008220.59%+822
GUIDEWIRE SOFTWARE INC(GWRE)05,529+5,52906030.43%+603
ICON PLC(ICLR)02,112+2,11205980.43%+598
PROCTER AND GAMBLE CO(PG)04,062+4,06205950.42%+595
DECKERS OUTDOOR CORP(DECK)0890+89005950.42%+595
TKO GROUP HOLDINGS INC(TKO)07,287+7,28705940.42%+594
PEPSICO INC(PEP)05,276+5,27608960.64%+896
MICRON TECHNOLOGY INC(MU)06,575+6,57505610.40%+561
SPOTIFY TECHNOLOGY S A(SPOT)02,972+2,97205580.40%+558
HEICO CORP NEW(HEI)03,096+3,09605540.40%+554
KIMBERLY-CLARK CORP(KMB)04,534+4,53405510.39%+551
FLOOR & DECOR HLDGS INC(FND)04,885+4,88505450.39%+545
AGCO CORP04,450+4,45005400.39%+540
ZURN ELKAY WATER SOLNS CORP(ZWS)018,335+18,33505390.38%+539
TRINET GROUP INC(TNET)04,526+4,52605380.38%+538
ARCHER DANIELS MIDLAND CO07,250+7,25005240.37%+524
DROPBOX INC(DBX)025,428+25,42807500.53%+750
ROCKWELL AUTOMATION INC(ROK)01,625+1,62505050.36%+505
F5 INC(FFIV)02,807+2,80705020.36%+502
INGERSOLL RAND INC(IR)06,365+6,36504920.35%+492
LENNOX INTL INC(LII)01,092+1,09204890.35%+489
DOMINOS PIZZA INC(DPZ)01,172+1,17204830.34%+483
REGENERON PHARMACEUTICALS(REGN)0548+54804810.34%+481
SYNOVUS FINL CORP012,726+12,72604790.34%+479
XYLEM INC(XYL)07,814+7,81408940.64%+894
EXXON MOBIL CORP08,933+8,93308930.64%+893
GODADDY INC(GDDY)04,440+4,44004710.34%+471
TEXTRON INC(TXT)05,856+5,85604710.34%+471
AMERICOLD REALTY TRUST INC(COLD)026,333+26,33307970.57%+797
AUTOZONE INC(AZO)0182+18204710.34%+471
BIO RAD LABS INC01,434+1,43404630.33%+463
BORGWARNER INC012,852+12,85204610.33%+461
BROWN & BROWN INC(BRO)06,443+6,44304580.33%+458
PRUDENTIAL FINL INC(PFH)08,253+8,25308560.61%+856
HEALTHPEAK PROPERTIES INC(DOC)022,930+22,93004540.32%+454
COSTAR GROUP INC(CSGP)05,038+5,03804400.31%+440
OWENS CORNING NEW(OC)02,948+2,94804370.31%+437
NUCOR CORP(NUE)02,499+2,49904350.31%+435
CARETRUST REIT INC(CTRE)019,142+19,14204280.31%+428
TELEFLEX INCORPORATED(TFX)01,718+1,71804280.31%+428
SMARTSHEET INC08,825+8,82504220.30%+422
AMERICAN TOWER CORP NEW(AMT)01,940+1,94004190.30%+419
POLARIS INC(PII)04,369+4,36904140.30%+414
BOK FINL CORP(BOKF)04,810+4,81004120.29%+412
RYMAN HOSPITALITY PPTYS INC(RHP)03,740+3,74004120.29%+412
THOR INDS INC(THO)05,636+5,63606660.48%+666
JOHNSON & JOHNSON(JNJ)02,578+2,57804040.29%+404
APTIV PLC(APTV)04,486+4,48604020.29%+402
PHILLIPS 66(PSX)02,987+2,98703980.28%+398
MARTIN MARIETTA MATLS INC(MLM)0787+78703930.28%+393
COLUMBIA SPORTSWEAR CO(COLM)04,932+4,93203920.28%+392
LIBERTY GLOBAL LTD(LBTYA)020,907+20,90703900.28%+390
SIMPLY GOOD FOODS CO(SMPL)09,687+9,68703840.27%+384
AMERICAN FINL GROUP INC OHIO03,198+3,19803800.27%+380
RITHM CAPITAL CORP(RITM)047,407+47,40705060.36%+506
APPLE HOSPITALITY REIT INC(APLE)022,674+22,67403770.27%+377
VALERO ENERGY CORP(VLO)02,897+2,89703770.27%+377
REGAL REXNORD CORPORATION(RRX)02,540+2,54003760.27%+376
NORDSON CORP(NDSN)01,415+1,41503740.27%+374
METLIFE INC(MET)011,929+11,92907890.56%+789
NORTHERN TR CORP(NTRS)04,396+4,39603710.26%+371
CARDINAL HEALTH INC(CAH)03,652+3,65203680.26%+368
OSHKOSH CORP(OSK)03,391+3,39103680.26%+368
HUNTINGTON INGALLS INDS INC(HII)01,414+1,41403670.26%+367
CLEAN HARBORS INC(CLH)02,101+2,10103670.26%+367
PROGRESSIVE CORP(PGR)02,287+2,28703640.26%+364
ROYAL CARIBBEAN GROUP
COM
02,798+2,79803620.26%+362
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