Fund HoldingsINCEPTIONR LLC

Total Portfolio Value
$448.32M
Total Bought
$281.01M
Total Sold
$241.92M
Net Transaction
+$39.09M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TYSON FOODS INC(TSN)041,731+41,73102,3970.53%+2,397
EXXON MOBIL CORP022,216+22,21602,3900.53%+2,390
ANNALY CAPITAL MANAGEMENT IN0130,157+130,15702,3820.53%+2,382
LIVE NATION ENTERTAINMENT IN(LYV)018,254+18,25402,3640.53%+2,364
BIOMARIN PHARMACEUTICAL INC(BMRN)034,019+34,01902,2360.50%+2,236
NETAPP INC(NTAP)019,089+19,08902,2160.49%+2,216
FIDELITY NATIONAL FINANCIAL(FNF)038,812+38,81202,1790.49%+2,179
WP CAREY INC(WPC)036,449+36,44901,9860.44%+1,986
WASTE MGMT INC DEL(WM)011,816+11,81602,3840.53%+2,384
CROWN HLDGS INC(CCK)023,688+23,68801,9590.44%+1,959
ACUITY BRANDS INC(AYI)06,618+6,61801,9330.43%+1,933
KEYSIGHT TECHNOLOGIES INC(KEYS)011,905+11,90501,9120.43%+1,912
NASDAQ INC(NDAQ)030,741+30,74102,3770.53%+2,377
DTE ENERGY CO(DTB)015,653+15,65301,8900.42%+1,890
CONSOLIDATED EDISON INC(ED)026,788+26,78802,3900.53%+2,390
GEN DIGITAL INC(GEN)067,467+67,46701,8470.41%+1,847
CARLISLE COS INC(CSL)04,975+4,97501,8350.41%+1,835
AMERICAN WTR WKS CO INC NEW014,361+14,36101,7880.40%+1,788
CNX RES CORP(CNX)048,744+48,74401,7870.40%+1,787
TEXTRON INC(TXT)023,325+23,32501,7840.40%+1,784
PENTAIR PLC(PNR)017,609+17,60901,7720.40%+1,772
BOOKING HOLDINGS INC(BKNG)0352+35201,7490.39%+1,749
AKAMAI TECHNOLOGIES INC(AKAM)018,106+18,10601,7320.39%+1,732
PEPSICO INC(PEP)011,389+11,38901,7320.39%+1,732
ALTRIA GROUP INC(MO)032,779+32,77901,7140.38%+1,714
POST HLDGS INC(POST)014,943+14,94301,7100.38%+1,710
FEDERAL RLTY INVT TR NEW(FRT)021,317+21,31702,3860.53%+2,386
LOEWS CORP(L)028,143+28,14302,3830.53%+2,383
PRICE T ROWE GROUP INC(TROW)016,388+16,38801,8530.41%+1,853
NNN REIT INC(NNN)053,470+53,47002,1840.49%+2,184
PACKAGING CORP AMER(PKG)010,583+10,58302,3830.53%+2,383
WILLIAMS COS INC(WMB)028,603+28,60301,5480.35%+1,548
MERIT MED SYS INC(MMSI)015,660+15,66001,5150.34%+1,515
FORTUNE BRANDS INNOVATIONS I(FBIN)021,946+21,94601,5000.33%+1,500
RAMBUS INC DEL(RMBS)028,362+28,36201,4990.33%+1,499
UNION PAC CORP(UNP)010,440+10,44002,3810.53%+2,381
ECOLAB INC(ECL)06,243+6,24301,4630.33%+1,463
IDACORP INC(IDA)013,264+13,26401,4490.32%+1,449
FMC CORP(FMC)029,044+29,04401,4120.31%+1,412
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)018,328+18,32801,4090.31%+1,409
CARETRUST REIT INC(CTRE)085,718+85,71802,3190.52%+2,319
RALPH LAUREN CORP(RL)05,950+5,95001,3740.31%+1,374
KROGER CO(KR)021,935+21,93501,3410.30%+1,341
SELECTIVE INS GROUP INC(SIGI)021,446+21,44602,0060.45%+2,006
INSULET CORP(PODD)05,083+5,08301,3270.30%+1,327
SAREPTA THERAPEUTICS INC(SRPT)010,908+10,90801,3260.30%+1,326
PRINCIPAL FINANCIAL GROUP IN(PFG)017,116+17,11601,3250.30%+1,325
L3HARRIS TECHNOLOGIES INC(LHX)06,223+6,22301,3090.29%+1,309
JACOBS SOLUTIONS INC(J)09,706+9,70601,2970.29%+1,297
PPL CORP(PPL)039,327+39,32701,2770.28%+1,277
OLD DOMINION FREIGHT LINE IN(ODFL)07,205+7,20501,2710.28%+1,271
HEALTHPEAK PROPERTIES INC(DOC)061,295+61,29501,2420.28%+1,242
MARKEL GROUP INC(MKL)0896+89601,5470.35%+1,547
BALL CORP022,295+22,29501,2290.27%+1,229
WEYERHAEUSER CO MTN BE(WY)043,637+43,63701,2280.27%+1,228
WABTEC(WAB)07,638+7,63801,4480.32%+1,448
ALBEMARLE CORP(ALB)014,254+14,25401,2270.27%+1,227
VENTAS INC(VTR)030,309+30,30901,7850.40%+1,785
MSCI INC(MSCI)02,029+2,02901,2170.27%+1,217
VERISK ANALYTICS INC(VRSK)04,410+4,41001,2150.27%+1,215
FRANKLIN RESOURCES INC(BEN)059,654+59,65401,2100.27%+1,210
FLOWSERVE CORP(FLS)020,979+20,97901,2070.27%+1,207
CMS ENERGY CORP(CMS)017,876+17,87601,1910.27%+1,191
PAYPAL HLDGS INC(PYPL)013,808+13,80801,1790.26%+1,179
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
013,600+13,60001,1740.26%+1,174
MSA SAFETY INC(MSA)06,969+6,96901,1550.26%+1,155
PROCTER AND GAMBLE CO(PG)08,577+8,57701,4380.32%+1,438
TRANSUNION(TRU)012,286+12,28601,1390.25%+1,139
CAL MAINE FOODS INC(CALM)011,060+11,06001,1380.25%+1,138
GENTEX CORP(GNTX)039,463+39,46301,1340.25%+1,134
ALLSTATE CORP(ALL)05,839+5,83901,1260.25%+1,126
HOST HOTELS & RESORTS INC(HST)063,657+63,65701,1150.25%+1,115
MERCK & CO INC(MRK)011,197+11,19701,1140.25%+1,114
NXP SEMICONDUCTORS N V
COM
05,353+5,35301,1130.25%+1,113
MANHATTAN ASSOCIATES INC(MANH)04,070+4,07001,1000.25%+1,100
MARSH & MCLENNAN COS INC(MRSH)08,974+8,97401,9060.43%+1,906
FIRSTENERGY CORP(FE)20,50350,424+29,9219092,0060.45%+1,097
LAM RESEARCH CORP(LRCX)014,959+14,95901,0800.24%+1,080
NORTHERN TR CORP(NTRS)018,079+18,07901,8530.41%+1,853
DIGITAL RLTY TR INC(DLR)06,019+6,01901,0670.24%+1,067
REGIONS FINANCIAL CORP NEW(RF)045,278+45,27801,0650.24%+1,065
CSW INDUSTRIALS INC(CSW)03,011+3,01101,0620.24%+1,062
CONSTELLATION BRANDS INC(STZ)04,708+4,70801,0400.23%+1,040
OREILLY AUTOMOTIVE INC(ORLY)01,374+1,37401,6290.36%+1,629
INTRA-CELLULAR THERAPIES INC012,375+12,37501,0340.23%+1,034
COMFORT SYS USA INC(FIX)02,417+2,41701,0250.23%+1,025
INGREDION INC(INGR)07,448+7,44801,0250.23%+1,025
BRISTOL-MYERS SQUIBB CO(BMY)018,030+18,03001,0200.23%+1,020
CHARTER COMMUNICATIONS INC N(CHTR)02,925+2,92501,0030.22%+1,003
PROGRESSIVE CORP(PGR)06,360+6,36001,5240.34%+1,524
LOWES COS INC(LOW)04,038+4,03809970.22%+997
WIX COM LTD
SHS
05,993+5,99301,2860.29%+1,286
INGERSOLL RAND INC(IR)015,232+15,23201,3780.31%+1,378
TOLL BROTHERS INC(TOL)013,941+13,94101,7560.39%+1,756
ELASTIC N V
ORD SHS
09,707+9,70709620.21%+962
CORNING INC(GLW)020,074+20,07409540.21%+954
DAYFORCE INC020,152+20,15201,4640.33%+1,464
OSI SYSTEMS INC(OSIS)05,635+5,63509430.21%+943
TRANE TECHNOLOGIES PLC(TT)03,282+3,28201,2120.27%+1,212
ILLUMINA INC(ILMN)07,003+7,00309360.21%+936
Page 1 of 1