13F Filings History of INCEPTIONR LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$360,395,272
Signature - Title
Li Lu - Chief Compliance Officer
Location
Lafayette, CA
Summary
This page shows a list of all the recent 13F filings made by INCEPTIONR LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INCEPTIONR LLC reported 580 stock holdings with total value $360,395,272 as of Q4 2025. Top holdings included MDT, AMP, IRM, AMT, and NI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 580 $360,395,272 +$195,397,935 -$251,804,132 -$56,406,197 MDT, AMP, IRM, AMT, NI 13F-HR 11 Feb 2026, 16:38
Q3 2025 643 $414,217,341 +$245,597,245 -$278,566,537 -$32,969,292 ADP, ACM, PG, EOG, TSN 13F-HR 13 Nov 2025, 08:25
Q2 2025 629 $432,296,220 +$289,883,575 -$201,602,429 +$88,281,146 BAC, AZO, PAYX, TT, ACM 13F-HR 12 Aug 2025, 15:27
Q1 2025 517 $334,603,908 +$197,906,628 -$307,138,411 -$109,231,783 FI, GDDY, WMB, RSG, WM 13F-HR 12 May 2025, 09:27
Q4 2024 594 $448,317,419 +$284,649,642 -$240,037,785 +$44,611,857 TSN, ED, XOM, FRT, WM 13F-HR 06 Feb 2025, 16:01
Q3 2024 605 $409,642,814 +$261,902,986 -$224,215,324 +$37,687,662 HOLX, AMH, DOX, PM, MDLZ 13F-HR 08 Nov 2024, 10:59
Q2 2024 570 $354,243,777 +$236,057,311 -$265,136,176 -$29,078,865 WFC, KR, VOYA, CCEP, PG 13F-HR 13 Aug 2024, 15:09
Q1 2024 569 $388,570,693 +$324,057,264 -$82,120,829 +$241,936,435 CB, ITW, PKG, AME, WMT 13F-HR 09 May 2024, 12:49
Q4 2023 332 $140,163,325 +$84,423,671 -$129,393,471 -$44,969,800 ELV, PEP, ABBV, VRSN, MSI 13F-HR 08 Feb 2024, 10:19
Q3 2023 373 $176,305,410 +$114,148,723 -$121,167,129 -$7,018,406 POST, PEG, KDP, CVX, LMT 13F-HR 14 Nov 2023, 08:53
Q2 2023 396 $187,502,540 +$110,560,195 -$240,639,799 -$130,079,604 PPL, CTAS, ORLY, AMGN, ADC 13F-HR 11 Aug 2023, 11:13
Q1 2023 412 $311,649,142 +$238,456,843 -$120,220,519 +$118,236,324 UGI, BFB, BDX, DCI, ROP 13F-HR 12 May 2023, 11:54
Q4 2022 362 $190,084,969 $0 $0 $0 PM, PPL, CBSH, RMD, CMS 13F-HR 14 Feb 2023, 11:20