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Inspire Advisors’s Smith Douglas Homes SDHC Stock Holding History

Inspire Advisors’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,111
Closed -$214K – 631
2025
Q3 		$214K Buy
+12,111
New +$237K 0.02% 475

Other funds holding SDHC

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Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Inspire Advisors's SDHC Position: Q4 2025 in Review

Inspire Advisors sold out of Smith Douglas Homes (SDHC) in Q4 2025, closing a stake of 12,111 shares — an estimated $214K sold.

Inspire Advisors first reported a position in SDHC in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 46 funds tracked by Wall St. Rank hold SDHC as of Q4 2025.

  • Inspire Advisors reported no remaining Smith Douglas Homes position as of Q4 2025 after selling out during the quarter.
  • Inspire Advisors sold 12,111 Smith Douglas Homes shares in Q4 2025, an estimated $214K.
  • Inspire Advisors first reported a position in Smith Douglas Homes in Q3 2025 and held it in 1 quarter.
  • Inspire Advisors's Smith Douglas Homes position peaked at $214K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q4 2025.

Based on Inspire Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.