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Inspire Investing Portfolio holdings

AUM $1.71B
1-Year Est. Return 31.76%
This Fund
S&P 500
This Quarter Est. Return
+5.48%
1 Year Est. Return
+31.76%
3 Year Est. Return
+77.15%
5 Year Est. Return
+100.59%
10 Year Est. Return
–
AUM
$1.71B
AUM Growth
+$602M
Cap. Flow
+$595M
Cap. Flow %
34.71%
Top 10 Hldgs %
17.69%
Holding
1,178
New
70
Increased
713
Reduced
229
Closed
70

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$74.6M
2
HD icon
Home Depot
HD
+$16.9M
3
PLTR icon
Palantir
PLTR
+$14M
4
CAT icon
Caterpillar
CAT
+$12.5M
5
APH icon
Amphenol
APH
+$9.94M

Top Sells

Rank Stock Value
1
BJ icon
BJs Wholesale Club
BJ
+$3.55M
2
WWJD icon
Inspire International ETF
WWJD
+$3.23M
3
KNSL icon
Kinsale Capital Group
KNSL
+$2.36M
4
IRDM icon
Iridium Communications
IRDM
+$1.91M
5
UMC icon
United Microelectronic
UMC
+$1.52M

Sector Composition

Rank Sector Weight
1 Technology 24.8%
2 Industrials 19.67%
3 Financials 9.24%
4 Real Estate 7.93%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
1
Broadcom
AVGO
$1.8T
$75.8M 4.43%
245,064
+226,835
+1,244% +$74.6M
CAT icon
2
Caterpillar
CAT
$398B
$46.3M 2.7%
65,386
+18,071
+38% +$12.5M
KLAC icon
3
KLA
KLAC
$271B
$32.9M 1.92%
223,480
+51,170
+30% +$7.49M
APH icon
4
Amphenol
APH
$185B
$28.9M 1.69%
228,847
+70,584
+45% +$9.94M
IBD icon
5
Inspire Corporate Bond ETF
IBD
$483M
$23.6M 1.38%
988,722
+256,075
+35% +$6.17M
ANET icon
6
Arista Networks
ANET
$213B
$23M 1.34%
187,111
+68,340
+58% +$9.14M
WELL icon
7
Welltower
WELL
$173B
$19.8M 1.15%
100,098
+30,839
+45% +$6.09M
PLD icon
8
Prologis
PLD
$138B
$17.9M 1.05%
135,791
+42,228
+45% +$5.64M
HD icon
9
Home Depot
HD
$332B
$17.7M 1.04%
53,966
+46,280
+602% +$16.9M
PGR icon
10
Progressive
PGR
$123B
$17.1M 1%
86,237
+27,790
+48% +$5.74M
SCHO icon
11
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$16.7M 0.98%
689,358
-48,376
-7% -$1.18M
IBKR icon
12
Interactive Brokers
IBKR
$40.8B
$16.3M 0.95%
243,602
+51,812
+27% +$3.7M
PH icon
13
Parker-Hannifin
PH
$120B
$16.2M 0.94%
18,066
+5,674
+46% +$5.37M
MPWR icon
14
Monolithic Power Systems
MPWR
$65.3B
$13.9M 0.81%
12,724
+2,619
+26% +$2.86M
WWJD icon
15
Inspire International ETF
WWJD
$544M
$13.9M 0.81%
371,527
-84,836
-19% -$3.23M
PLTR icon
16
Palantir
PLTR
$323B
$13.6M 0.79%
92,990
+91,656
+6,871% +$14M
VRT icon
17
Vertiv
VRT
$112B
$13.5M 0.79%
53,705
+15,380
+40% +$3.41M
EME icon
18
Emcor
EME
$33.1B
$13.2M 0.77%
17,872
+2,923
+20% +$2.13M
FCX icon
19
Freeport-McMoran
FCX
$84.5B
$13.1M 0.76%
222,308
+80,391
+57% +$4.86M
CTAS icon
20
Cintas
CTAS
$80.7B
$10.9M 0.63%
64,253
+22,997
+56% +$4.41M
SLB icon
21
SLB Ltd
SLB
$69.4B
$10.6M 0.62%
206,124
+49,730
+32% +$2.41M
KMI icon
22
Kinder Morgan
KMI
$72.5B
$10.5M 0.61%
312,773
+96,084
+44% +$3M
TPL icon
23
Texas Pacific Land
TPL
$28B
$10.2M 0.6%
21,535
+3,907
+22% +$1.68M
MSCI icon
24
MSCI
MSCI
$45.5B
$10.2M 0.59%
18,833
+6,733
+56% +$3.8M
RSG icon
25
Republic Services
RSG
$67.8B
$9.9M 0.58%
45,224
+13,783
+44% +$3.02M
1
2 3 4 5

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OMC
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WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
ESBC
E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
FDP
Financiere des Professionnels Montreal, Quebec, Canada $1.71B AUM 21.77% 1-Year Est. Return

Inspire Investing's Q1 2026 Portfolio in Review

As of Q1 2026, Inspire Investing held 1,178 positions worth $1.71B, up 54% from $1.11B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Inspire Investing deployed $595M of net new capital in Q1 2026, opening 70 new positions and adding to 713 existing holdings. Its largest new stake was Fortinet: 106,964 shares worth $8.74M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 21% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Inspire International ETF, an estimated $3.23M trimmed.

  • Inspire Investing's largest Q1 2026 buy was Fortinet: 106,964 shares worth $8.74M.
  • Inspire Investing added most to Broadcom in Q1 2026, an estimated $74.6M increase.
  • Inspire Investing's biggest Q1 2026 reduction was Inspire International ETF, cutting an estimated $3.23M.
  • Inspire Investing fully exited BJs Wholesale Club in Q1 2026, selling an estimated $3.55M.
  • Inspire Investing's ten largest holdings make up 18% of its $1.71B portfolio in Q1 2026.
  • Inspire Investing opened 70 new positions and closed 70 in Q1 2026.
  • Inspire Investing's portfolio value rose 54% quarter-over-quarter to $1.71B.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.