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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
MCDMcdonalds Corp
Recent Activity
Decreased -1.08%
0.56%
$3.71M
12,183 shares@ $304.52 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.83%
0.56%
$3.71M
18,786 shares@ $197.49 avg price
ETEnergy Transfer L P
Recent Activity
Decreased -2.91%
0.54%
$3.6M
224,312 shares@ $16.06 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -6.33%
0.54%
$3.599M
22,210 shares@ $162.06 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -6.36%
0.54%
$3.569M
34,376 shares@ $103.82 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -5.12%
0.48%
$3.181M
5,441 shares@ $584.73 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.21%
0.47%
$3.158M
43,951 shares@ $71.86 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -2.91%
0.47%
$3.114M
140,976 shares@ $22.1 avg price
TRGPTarga Res Corp
Recent Activity
Decreased -4.89%
0.47%
$3.101M
20,949 shares@ $148.01 avg price
OKEOneok Inc New
Recent Activity
Decreased -15.07%
0.45%
$2.988M
32,786 shares@ $91.14 avg price