Li Lu

Inceptionr Llc

Assets Managed

$415.39M

Holdings

617

Last Quarter

2026 - Q1

Filed Date

1mo 15d ago

Growth Rate

15.26%(2Q avg: 1.14%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Inceptionr Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 617 positions.

Assets under management

The assets under management (AUM) of Inceptionr Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 415.39M in assets, with a quarterly growth rate of 15.26% and a 2-quarter average growth rate of 1.14%. The portfolio is managed by Li Lu, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
WEC Wec Energy Group Inc Recent Activity New Position	0.54%	$2.238M 19,331 shares@ $115.78 avg price	New Position
PM Philip Morris International Recent Activity Increased 54.3%	0.54%	$2.226M 13,464 shares@ $165.35 avg price	Increased 54.3%
DIS Walt Disney Co The Recent Activity New Position	0.54%	$2.221M 23,042 shares@ $96.39 avg price	New Position
YUMC Yum China Holdings Inc Recent Activity Increased 95.08%	0.54%	$2.209M 45,287 shares@ $48.79 avg price	Increased 95.08%
PKG Packaging Corp Of America Recent Activity Increased 676.83%	0.53%	$2.191M 10,324 shares@ $212.22 avg price	Increased 676.83%
AVB Avalonbay Communities Inc Recent Activity New Position	0.53%	$2.185M 13,375 shares@ $163.35 avg price	New Position
XOM Exxon Mobil Corp Recent Activity New Position	0.53%	$2.178M 12,839 shares@ $169.67 avg price	New Position
USB Us Bancorp Recent Activity Increased 50.59%	0.53%	$2.163M 41,582 shares@ $52.02 avg price	Increased 50.59%
QCOM Qualcomm Inc Recent Activity New Position	0.52%	$2.152M 16,713 shares@ $128.78 avg price	New Position
AMP Ameriprise Financial Inc Recent Activity Increased 21.7%	0.52%	$2.151M 4,841 shares@ $444.4 avg price	Increased 21.7%

1-10 of 617