Inceptionr LLC expanded its holdings across four companies in the first quarter: AvalonBay Communities, Camden Property Trust, General Dynamics, and Boyd Gaming. It added 13,375 AVB shares, about $2.19 million, making AVB roughly 0.5% of its portfolio and the sixth-largest holding. It boosted CPT by 325.8% to 19,167 shares worth about $1.87 million, with CPT also accounting for around 0.5% of the portfolio. It increased GD by 33.4% to 5,635 shares valued at about $1.93 million, positioning GD as roughly the 20th-largest holding. It lifted BYD by 141.4% to 14,313 shares worth about $1.18 million, a move that coincided with notable BYD news including a CEO sale of 100,000 shares and favorable earnings coverage. The period’s activity also reflected broad investor interest in these names, as other institutions similarly expanded or adjusted stakes in the same stocks.