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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
LIVN icon
251
LivaNova
LIVN
$4.32B
$1.63M 0.09%
+25,597
New +$1.65M
IHS icon
252
IHS Holding
IHS
$2.77B
$1.63M 0.09%
197,628
+26,313
+15% +$211K
AOS icon
253
A.O. Smith
AOS
$8.2B
$1.62M 0.09%
24,632
+6,223
+34% +$448K
TBLA icon
254
Taboola.com
TBLA
$1.31B
$1.62M 0.09%
+523,014
New +$1.87M
YOU icon
255
Clear Secure
YOU
$5.22B
$1.62M 0.09%
+33,475
New +$1.33M
RPRX icon
256
Royalty Pharma
RPRX
$26.2B
$1.62M 0.09%
33,746
-7,424
-18% -$325K
LFST icon
257
Lifestance Health
LFST
$4.13B
$1.6M 0.09%
+251,525
New +$1.75M
RNR icon
258
RenaissanceRe
RNR
$13.5B
$1.6M 0.09%
5,372
+719
+15% +$209K
CBOE icon
259
Cboe Global Markets
CBOE
$29.8B
$1.6M 0.09%
5,679
+4,383
+338% +$1.22M
ESEA icon
260
Euroseas
ESEA
$534M
$1.59M 0.09%
+23,805
New +$1.43M
INNV icon
261
InnovAge Holding
INNV
$1.52B
$1.59M 0.09%
+198,320
New +$1.48M
ITRN icon
262
Ituran Location and Control
ITRN
$1.09B
$1.59M 0.09%
+32,391
New +$1.53M
BBW icon
263
Build-A-Bear
BBW
$424M
$1.59M 0.09%
+42,346
New +$2.23M
BTSG icon
264
BrightSpring Health Services
BTSG
$13.7B
$1.58M 0.09%
+37,059
New +$1.49M
AWK icon
265
American Water Works
AWK
$26.2B
$1.58M 0.09%
11,601
+9,086
+361% +$1.2M
TCMD icon
266
Tactile Systems Technology
TCMD
$619M
$1.56M 0.09%
+59,794
New +$1.71M
CCI icon
267
Crown Castle
CCI
$32.5B
$1.56M 0.09%
19,189
+19,188
+1,918,800% +$1.65M
CTRA
268
DELISTED
Coterra Energy
CTRA
$1.56M 0.09%
44,329
+31,670
+250% +$952K
AGCO icon
269
AGCO
AGCO
$8.49B
$1.55M 0.09%
13,355
+2,919
+28% +$354K
HRTG icon
270
Heritage Insurance Holdings
HRTG
$796M
$1.55M 0.09%
+58,915
New +$1.55M
ALGN icon
271
Align Technology
ALGN
$12B
$1.55M 0.09%
9,016
+6,928
+332% +$1.21M
BG icon
272
Bunge Global
BG
$23.7B
$1.54M 0.09%
12,108
+8,305
+218% +$964K
MITK icon
273
Mitek Systems
MITK
$718M
$1.54M 0.09%
113,860
-5,567
-5% -$68.8K
DXCM icon
274
DexCom
DXCM
$27.2B
$1.53M 0.09%
24,400
+20,631
+547% +$1.44M
EVER icon
275
EverQuote
EVER
$867M
$1.53M 0.09%
99,131
+53,303
+116% +$1.01M
9 10
11
12 13

Similar funds

GC
Glenorchy Capital Boorolite, Australia $1.72B AUM 91.26% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
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
FDP
Financiere des Professionnels Montreal, Quebec, Canada $1.71B AUM 21.77% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 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.