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Inspire Investing Portfolio holdings

AUM $2.43B
1-Year Est. Return 49.04%
This Fund
S&P 500
This Quarter Est. Return
+24.71%
1 Year Est. Return
+49.04%
3 Year Est. Return
+108.47%
5 Year Est. Return
+128.46%
10 Year Est. Return
–
AUM
$2.43B
AUM Growth
+$720M
Cap. Flow
+$434M
Cap. Flow %
17.83%
Top 10 Hldgs %
19.05%
Holding
1,340
New
232
Increased
677
Reduced
261
Closed
74

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$32.6M
2
AVGO icon
Broadcom
AVGO
+$16.2M
3
GEV icon
GE Vernova
GEV
+$14.2M
4
LIN icon
Linde
LIN
+$12.4M
5
NEE icon
NextEra Energy
NEE
+$9.03M

Top Sells

Rank Stock Value
1
PLD icon
Prologis
PLD
+$19.2M
2
NEM icon
Newmont
NEM
+$9.51M
3
FTNT icon
Fortinet
FTNT
+$8.74M
4
QCOM icon
Qualcomm
QCOM
+$6.4M
5
IDCC icon
InterDigital
IDCC
+$6.06M

Sector Composition

Rank Sector Weight
1 Technology 27%
2 Industrials 20.23%
3 Financials 9.37%
4 Energy 6.83%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLYW icon
226
Flywire
FLYW
$2.16B
$2.47M 0.1%
+140,832
New +$2.08M
QUAD icon
227
Quad
QUAD
$494M
$2.47M 0.1%
292,680
+39,793
+16% +$299K
AVAH icon
228
Aveanna Healthcare
AVAH
$3.05B
$2.45M 0.1%
+286,416
New +$2.02M
BKE icon
229
Buckle
BKE
$2.08B
$2.44M 0.1%
+57,896
New +$2.86M
EZPW icon
230
Ezcorp Inc
EZPW
$1.94B
$2.43M 0.1%
+70,416
New +$2.22M
ELS icon
231
Equity Lifestyle Properties
ELS
$11.9B
$2.43M 0.1%
37,770
+3,985
+12% +$252K
YOU icon
232
Clear Secure
YOU
$4.13B
$2.42M 0.1%
43,416
+9,941
+30% +$544K
OXY icon
233
Occidental Petroleum
OXY
$59.3B
$2.42M 0.1%
49,797
-20,478
-29% -$1.16M
HG icon
234
Hamilton Insurance Group
HG
$3.47B
$2.41M 0.1%
+71,064
New +$2.23M
EG icon
235
Everest Group
EG
$14.6B
$2.39M 0.1%
6,699
+6,691
+83,638% +$2.29M
MD icon
236
Pediatrix Medical
MD
$2.07B
$2.39M 0.1%
+94,392
New +$2.15M
EFX icon
237
Equifax
EFX
$18.9B
$2.37M 0.1%
14,902
+7,516
+102% +$1.28M
VMC icon
238
Vulcan Materials
VMC
$31.7B
$2.36M 0.1%
8,013
+965
+14% +$277K
SANM icon
239
Sanmina
SANM
$10.5B
$2.35M 0.1%
9,288
-3,950
-30% -$866K
LIVN icon
240
LivaNova
LIVN
$4.29B
$2.34M 0.1%
28,512
+2,915
+11% +$206K
ARE icon
241
Alexandria Real Estate Equities
ARE
$9.7B
$2.32M 0.1%
43,911
+4,677
+12% +$224K
BHC icon
242
Bausch Health
BHC
$2.11B
$2.31M 0.09%
+467,640
New +$2.51M
BPOP icon
243
Popular Inc
BPOP
$10.3B
$2.31M 0.09%
14,040
+1,510
+12% +$228K
STLN
244
Starling Oncology
STLN
$676M
$2.3M 0.09%
+424,008
New +$1.78M
PAGS icon
245
PagSeguro Digital
PAGS
$2.64B
$2.29M 0.09%
+252,936
New +$2.45M
BAP icon
246
Credicorp
BAP
$30.5B
$2.27M 0.09%
5,832
+820
+16% +$280K
NVR icon
247
NVR
NVR
$16.6B
$2.24M 0.09%
329
+148
+82% +$940K
OGE icon
248
OGE Energy
OGE
$9.56B
$2.23M 0.09%
45,847
+10,704
+30% +$512K
WEC icon
249
WEC Energy
WEC
$34.1B
$2.22M 0.09%
19,029
+2,572
+16% +$293K
COIN icon
250
Coinbase
COIN
$45.9B
$2.21M 0.09%
15,136
+2,217
+17% +$400K
8 9
10
11 12

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LPU
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GIM
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FBIL
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OWP
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Inspire Investing's Q2 2026 Portfolio in Review

As of Q2 2026, Inspire Investing held 1,340 positions worth $2.43B, up 42% from $1.71B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Inspire Investing deployed $434M of net new capital in Q2 2026, opening 232 new positions and adding to 677 existing holdings. Its largest new stake was ExxonMobil: 218,045 shares worth $29.8M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Prologis, an estimated $19.2M trimmed.

  • Inspire Investing's largest Q2 2026 buy was ExxonMobil: 218,045 shares worth $29.8M.
  • Inspire Investing added most to Broadcom in Q2 2026, an estimated $16.2M increase.
  • Inspire Investing's biggest Q2 2026 reduction was Prologis, cutting an estimated $19.2M.
  • Inspire Investing fully exited Fortinet in Q2 2026, selling an estimated $8.74M.
  • Inspire Investing's ten largest holdings make up 19% of its $2.43B portfolio in Q2 2026.
  • Inspire Investing opened 232 new positions and closed 74 in Q2 2026.
  • Inspire Investing's portfolio value rose 42% quarter-over-quarter to $2.43B.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.