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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
GTLS
276
DELISTED
Chart Industries
GTLS
$1.99M 0.08%
9,510
+5,894
+163% +$1.22M
PLXS icon
277
Plexus
PLXS
$6.55B
$1.98M 0.08%
6,600
-4,189
-39% -$1.09M
BSY icon
278
Bentley Systems
BSY
$9.49B
$1.98M 0.08%
66,190
+7,082
+12% +$230K
LTRX icon
279
Lantronix
LTRX
$272M
$1.97M 0.08%
+335,880
New +$2.15M
BLDR icon
280
Builders FirstSource
BLDR
$6.21B
$1.96M 0.08%
21,866
+644
+3% +$51.4K
CPRT icon
281
Copart
CPRT
$27.5B
$1.94M 0.08%
68,746
+11,172
+19% +$361K
NEXA icon
282
Nexa Resources
NEXA
$1.71B
$1.92M 0.08%
+156,600
New +$2.18M
DXCM icon
283
DexCom
DXCM
$33.2B
$1.9M 0.08%
28,281
+3,881
+16% +$259K
PHM icon
284
Pultegroup
PHM
$22.6B
$1.9M 0.08%
13,833
+1,422
+11% +$173K
WAL icon
285
Western Alliance Bancorporation
WAL
$8.67B
$1.88M 0.08%
22,831
+2,948
+15% +$233K
CINF icon
286
Cincinnati Financial
CINF
$26.1B
$1.86M 0.08%
10,049
+1,073
+12% +$178K
SFM icon
287
Sprouts Farmers Market
SFM
$6.49B
$1.85M 0.08%
21,896
+2,591
+13% +$210K
RF icon
288
Regions Financial
RF
$24.3B
$1.85M 0.08%
61,317
+6,392
+12% +$179K
CRWV
289
CoreWeave
CRWV
$44.1B
$1.84M 0.08%
+18,525
New +$2M
AWK icon
290
American Water Works
AWK
$27.5B
$1.79M 0.07%
13,627
+2,026
+17% +$260K
AOS icon
291
A.O. Smith
AOS
$7.74B
$1.78M 0.07%
28,445
+3,813
+15% +$231K
AGCO icon
292
AGCO
AGCO
$8.51B
$1.78M 0.07%
14,873
+1,518
+11% +$176K
RMD icon
293
ResMed
RMD
$33B
$1.78M 0.07%
9,119
+1,308
+17% +$271K
HAL icon
294
Halliburton
HAL
$28.4B
$1.73M 0.07%
50,972
+8,411
+20% +$329K
WRB icon
295
W.R. Berkley
WRB
$26B
$1.71M 0.07%
24,286
+3,075
+14% +$206K
ERIE icon
296
Erie Indemnity
ERIE
$12.8B
$1.71M 0.07%
7,129
+3,313
+87% +$760K
SBAC icon
297
SBA Communications
SBAC
$19.2B
$1.7M 0.07%
+9,648
New +$1.99M
CCI icon
298
Crown Castle
CCI
$31.4B
$1.68M 0.07%
22,215
+3,026
+16% +$266K
MKL icon
299
Markel Group
MKL
$22.1B
$1.66M 0.07%
850
+110
+15% +$205K
ALGN icon
300
Align Technology
ALGN
$10.6B
$1.66M 0.07%
9,840
+824
+9% +$143K
10 11
12
13 14

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KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.43B AUM 28.59% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
SCP
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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.