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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
ASTS icon
301
AST SpaceMobile
ASTS
$18.8B
$1.66M 0.07%
18,677
+2,014
+12% +$176K
CRS icon
302
Carpenter Technology
CRS
$20.2B
$1.65M 0.07%
+2,667
New +$1.26M
CPAY icon
303
Corpay
CPAY
$26.5B
$1.64M 0.07%
4,928
+664
+16% +$221K
AFRM icon
304
Affirm
AFRM
$23.7B
$1.64M 0.07%
+20,108
New +$1.31M
EXE
305
Expand Energy Corp
EXE
$20.4B
$1.63M 0.07%
17,884
-9,642
-35% -$916K
CPNG icon
306
Coupang
CPNG
$26B
$1.62M 0.07%
+93,455
New +$1.69M
RVMD icon
307
Revolution Medicines
RVMD
$42.2B
$1.61M 0.07%
+8,616
New +$1.26M
EQT icon
308
EQT Corp
EQT
$31.5B
$1.61M 0.07%
30,326
-20,979
-41% -$1.18M
LYB icon
309
LyondellBasell Industries
LYB
$20.8B
$1.6M 0.07%
30,484
+3,888
+15% +$268K
CVLT icon
310
Commault Systems
CVLT
$6.17B
$1.6M 0.07%
11,273
-6,841
-38% -$735K
ALSN icon
311
Allison Transmission
ALSN
$9.89B
$1.58M 0.07%
14,054
+2,716
+24% +$330K
DTE icon
312
DTE Energy
DTE
$27.1B
$1.58M 0.06%
10,343
+1,411
+16% +$206K
MTSI icon
313
MACOM Technology Solutions
MTSI
$20.1B
$1.54M 0.06%
+4,059
New +$1.35M
BG icon
314
Bunge Global
BG
$22.9B
$1.54M 0.06%
14,435
+2,327
+19% +$286K
AEE icon
315
Ameren
AEE
$28.8B
$1.53M 0.06%
+13,535
New +$1.5M
FRT icon
316
Federal Realty Investment Trust
FRT
$9.71B
$1.52M 0.06%
12,292
+5,205
+73% +$606K
BRO icon
317
Brown & Brown
BRO
$21.8B
$1.52M 0.06%
23,648
+3,416
+17% +$208K
EIX icon
318
Edison International
EIX
$21.4B
$1.5M 0.06%
20,122
+208
+1% +$14.8K
PKG icon
319
Packaging Corp of America
PKG
$21B
$1.5M 0.06%
6,287
+691
+12% +$151K
MDB icon
320
MongoDB
MDB
$31.7B
$1.49M 0.06%
4,431
+589
+15% +$177K
RS icon
321
Reliance Steel & Aluminium
RS
$20.5B
$1.48M 0.06%
3,956
+334
+9% +$122K
HUBB icon
322
Hubbell
HUBB
$23.4B
$1.47M 0.06%
+2,814
New +$1.42M
IP icon
323
International Paper
IP
$18.8B
$1.47M 0.06%
38,562
+4,595
+14% +$157K
FTAI icon
324
FTAI Aviation
FTAI
$20B
$1.44M 0.06%
+5,340
New +$1.34M
SNA icon
325
Snap-on
SNA
$19.2B
$1.43M 0.06%
3,564
+411
+13% +$155K
11 12
13
14 15

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LPU
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GIM
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RCM
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FBIL
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OWP
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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.