StockDrifts LogoStockDrifts

Inceptionr Llc

Portfolio Manager
Inceptionr Llc
Performance
-2.41% (2025 Q4)
AUM (13F)
$415.39M
# of Holdings
617
Performance Rank
Allocation (Top 20)
10.12%

Inceptionr Llc Holdings Map

Top 50 Inceptionr Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WEC
WEC ENERGY GROUP INC
0.54%19.3K$2.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 19.3K shares
$99.30(+12.43%)
2026-03-31
PM
PHILIP MORRIS INTL INC
0.54%13.5K$2.2M
+54.30%(+4.74K)
2025-Q1: 6.1K shares2025-Q2: 6.3K shares2025-Q3: 11.9K shares2025-Q4: 8.7K shares2026-Q1: 13.5K shares
$149.95(+27.95%)
2026-03-31
DIS
DISNEY WALT CO
0.53%23.0K$2.2Mnew2025-Q1: 9.5K shares2025-Q2: 9.1K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 23.0K shares
$105.06(+0.35%)
2026-03-31
YUMC
YUM CHINA HLDGS INC
0.53%45.3K$2.2M
+95.08%(+22.07K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 23.2K shares2026-Q1: 45.3K shares
$46.98(-2.13%)
2026-03-31
PKG
PACKAGING CORP AMER
0.53%10.3K$2.2M
+676.82%(+8.99K)
2025-Q1: 8.2K shares2025-Q2: 0 shares2025-Q3: 7.3K shares2025-Q4: 1.3K shares2026-Q1: 10.3K shares
$208.22(+5.70%)
2026-03-31
AVB
AVALONBAY CMNTYS INC
0.53%13.4K$2.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 13.4K shares
$187.28(-2.00%)
2026-03-31
XOM
EXXON MOBIL CORP
0.52%12.8K$2.2Mnew2025-Q1: 11.5K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 12.8K shares
$115.24(+32.57%)
2026-03-31
USB
US BANCORP
0.52%41.6K$2.2M
+50.58%(+13.97K)
2025-Q1: 38.6K shares2025-Q2: 15.0K shares2025-Q3: 5.3K shares2025-Q4: 27.6K shares2026-Q1: 41.6K shares
$50.51(+5.75%)
2026-03-31
QCOM
QUALCOMM INC
0.52%16.7K$2.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 16.7K shares
$149.92(+33.46%)
2026-03-31
AMP
AMERIPRISE FINL INC
0.52%4.8K$2.2M
+21.69%(+863)
2025-Q1: 1.1K shares2025-Q2: 1.5K shares2025-Q3: 3.4K shares2025-Q4: 4.0K shares2026-Q1: 4.8K shares
$477.61(-1.17%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Inceptionr Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all