INCA Investments LLC

CIK 0001513137 · Q1 2026

13F Equity AUM

$281.8M

-1.4% QoQ

Positions

+1 QoQ

AUM Rank

#6,087

Top 49%

Skill Alpha (FF)

+1.3%/yr^ns

No Clear Edge

Rank #1,457 · Top 18%

vs S&P -10.4%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 79.1%Top 10: 100.0%Top 20: 100.0%

BAP24.8%

GGAL15.6%

BSAC15.0%

LTM14.2%

CPA9.6%

NU7.7%

MLB14.6%

FMX4.3%

BVXB2.3%

ARCO1.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services63.1%

Industrials23.7%

Consumer Cyclical6.5%

Consumer Defensive4.3%

Financials2.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 10Median: 8.65%Avg: 10.00%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

2(4.2%)

3–5%

2(8.9%)

5%+

6(86.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 10Unique: 0vs 20 funds

0.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.2%

JPMORGAN CHASE & CO

0.2%

BANK OF AMERICA CORP /DE/

0.2%

BlackRock, Inc.

0.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.2%

STATE STREET CORP

0.2%

FMR LLC

0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.2%

GEODE CAPITAL MANAGEMENT, LLC

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New1Increased1Decreased5Exited0

New Positions

CPA9.6%

+237K

Increased

BSAC15.0%

+200K(+19%)

Decreased

FMX4.3%

-285,157(-72%)

ARCO1.9%

-133,609(-17%)

BVXB2.3%

-128,290(-14%)

BAP24.8%

-22,063(-10%)

NU7.7%

-18,641(-1%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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