Top 50 Inceptionr Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WEC | WEC ENERGY GROUP INC | 0.54% | 19.3K | $2.2M | new | $99.30(+12.43%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 0.54% | 13.5K | $2.2M | +54.30%(+4.74K) | $149.95(+27.95%) | 2026-03-31 | |
| DIS | DISNEY WALT CO | 0.53% | 23.0K | $2.2M | new | $105.06(+0.35%) | 2026-03-31 | |
| YUMC | YUM CHINA HLDGS INC | 0.53% | 45.3K | $2.2M | +95.08%(+22.07K) | $46.98(-2.13%) | 2026-03-31 | |
| PKG | PACKAGING CORP AMER | 0.53% | 10.3K | $2.2M | +676.82%(+8.99K) | $208.22(+5.70%) | 2026-03-31 | |
| AVB | AVALONBAY CMNTYS INC | 0.53% | 13.4K | $2.2M | new | $187.28(-2.00%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 0.52% | 12.8K | $2.2M | new | $115.24(+32.57%) | 2026-03-31 | |
| USB | US BANCORP | 0.52% | 41.6K | $2.2M | +50.58%(+13.97K) | $50.51(+5.75%) | 2026-03-31 | |
| QCOM | QUALCOMM INC | 0.52% | 16.7K | $2.2M | new | $149.92(+33.46%) | 2026-03-31 | |
| AMP | AMERIPRISE FINL INC | 0.52% | 4.8K | $2.2M | +21.69%(+863) | $477.61(-1.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.02% | +29.58% |
| Top 20 Holdings Unweighted | +9.41% | +30.97% |
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