Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

INCEPTIONR LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

INCEPTIONR LLC (CIK 1821561) reported $415.4M across 616 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WEC ($2.2M, 0.54%), PM ($2.2M, 0.54%), DIS ($2.2M, 0.53%), AVB ($2.2M, 0.53%), YUMC ($2.2M, 0.53%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1WECWEC ENERGY GROUP INC$2.2M0.54%19,331New
2PMPHILIP MORRIS INTL INC$2.2M0.54%13,464Added
3DISDISNEY WALT CO$2.2M0.53%23,042New
4AVBAVALONBAY CMNTYS INC$2.2M0.53%13,375New
5YUMCYUM CHINA HLDGS INC$2.2M0.53%45,287Added
6PKGPACKAGING CORP AMER$2.2M0.53%10,324Added
7XOMEXXON MOBIL CORP$2.2M0.52%12,839New
8AMPAMERIPRISE FINL INC$2.2M0.52%4,841Added
9USBUS BANCORP$2.2M0.52%41,582Added
10QCOMQUALCOMM INC$2.2M0.52%16,713New
11RPRXROYALTY PHARMA PLC$2.1M0.51%44,557Added
12CAHCARDINAL HEALTH INC$2.1M0.50%9,851Added
13AERAERCAP HOLDINGS NV$2.1M0.49%14,950Added
14METMETLIFE INC$2.0M0.49%28,707Added
15ORIOLD REP INTL CORP$2.1M0.49%51,379New
16COOCOOPER COS INC$2.0M0.48%27,900New
17GDGENERAL DYNAMICS CORP$1.9M0.47%5,635Added
18TFCTRUIST FINL CORP$2.0M0.47%42,748New
19SSNCSS&C TECH HLDGS$2.0M0.47%29,002New
20RJFRAYMOND JAMES FINL INC$2.0M0.47%13,595Added
21ICEINTERCONTINENTAL EXCHANGE IN$1.9M0.46%12,139New
22CATCATERPILLAR INC$1.9M0.46%2,672Added
23AMGNAMGEN INC$1.9M0.46%5,432Added
24ACNACCENTURE PLC IRELAND$1.9M0.46%9,666New
25VTRVENTAS INC$1.9M0.46%23,580Added

Source: SEC Form 13F filings · as of 2026-03-31