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INCEPTIONR LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ESCO Technologies Inc.ESE3.57K$1.25M
T-Mobile US, Inc.TMUS3.64K$611.04K
Assurant, Inc.AIZ3.65K$978.79K
Sun Communities, Inc.SUI3.67K$439.71K
WESCO International, Inc.WCC3.7K$1.28M
Uber Technologies, Inc.UBER3.7K$267.14K
AAR Corp.AIR3.78K$540.85K
GeneDx Holdings Corp.WGS3.79K$259.91K
AST SpaceMobile, Inc.ASTS3.8K$337.94K
Amazon.com, Inc.AMZN3.81K$907.6K
The Scotts Miracle-Gro CompanySMG3.83K$260.66K
Polaris Inc.PII3.84K$263.08K
Universal Health Services, Inc.UHS3.85K$572.9K
V2X, Inc.VVX3.86K$288.1K
Marsh & McLennan Companies, Inc.MRSH3.87K$645.51K
The Toro CompanyTTC3.91K$381.11K
Wells Fargo & CompanyWFC3.92K$324.11K
Choice Hotels International, Inc.CHH3.95K$434.65K
Analog Devices, Inc.ADI3.98K$1.58M
Republic Services, Inc.RSG4.01K$855.3K