Inceptionr LLC Portfolio Holdings
Inceptionr LLC
- $432 Billion
- Q2 2025
Inceptionr LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $432 Billion distributed in 629 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Paychex Inc with a value of $2.3B, Principal Financial Group Inc with a value of $2.3B, Trane Technologies PLC with a value of $2.3B, Waste Management Inc with a value of $2.29B, and Raymond James Financial Inc with a value of $2.3B.
Examining the 13F form we can see an increase of $97.7B in the current position value, from $335B to 432B.
Inceptionr LLC is based out at Lafayette, CA
Below you can find more details about Inceptionr LLC portfolio as well as his latest detailed transactions.
Portfolio value
$432 Billion
Financial Services: $74.3 Billion
Industrials: $72.2 Billion
Technology: $71.4 Billion
Consumer Cyclical: $44.8 Billion
Healthcare: $40.8 Billion
Real Estate: $31.4 Billion
Consumer Defensive: $25.2 Billion
Utilities: $22.2 Billion
Other: $42.1 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 629
- Current Value $432 Billion
- Prior Value $335 Billion
- Filing
- Period Q2 2025
- Filing Date August 12, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 372 stocks
- Additional Purchases 137 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks