test

Lejeana Love

@Inscription Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$673.077MTotal holdings368
Assets growth rate8.35%Assets growth rate (2-Q avg)60.14%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Inscription Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 368 positions.

Assets under management

The assets under management (AUM) of Inscription Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 673.077M in assets, with a quarterly growth rate of 8.35% and a 2-quarter average growth rate of 60.14%. The portfolio is managed by Lejeana Love, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.01%
5.55%
$37.33M
65,063 shares@ $573.76 avg price
GSSTGoldman Sachs Etf Tr
Recent Activity
Increased 254.06%
4.18%
$28.108M
555,063 shares@ $50.64 avg price
CVXChevron Corp New
Recent Activity
Increased 3.52%
1.7%
$11.425M
77,577 shares@ $147.27 avg price
NVDANvidia Corporation
Recent Activity
Increased 5.48%
1.64%
$11.034M
90,857 shares@ $121.45 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 6.17%
1.44%
$9.631M
51,690 shares@ $186.34 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.34%
1.06%
$7.069M
33,527 shares@ $210.86 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.98%
1.05%
$7.041M
60,067 shares@ $117.22 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.02%
0.92%
$6.146M
21,705 shares@ $283.16 avg price
PFGCPerformance Food Group Co
Recent Activity
Increased 605.95%
0.84%
$5.588M
71,300 shares@ $78.37 avg price
HDHome Depot Inc
Recent Activity
Increased 2.78%
0.65%
$4.359M
10,758 shares@ $405.22 avg price