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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
GT icon
426
Goodyear
GT
$2.07B
$604K 0.04%
91,168
+24,123
+36% +$203K
APPF icon
427
AppFolio
APPF
$5.84B
$601K 0.04%
3,806
+2,406
+172% +$456K
KRC icon
428
Kilroy Realty
KRC
$4.58B
$599K 0.03%
21,229
+6,139
+41% +$202K
THO icon
429
Thor Industries
THO
$3.99B
$597K 0.03%
7,478
+1,895
+34% +$193K
PRGS icon
430
Progress Software
PRGS
$1.55B
$592K 0.03%
23,092
+9,869
+75% +$377K
QTWO icon
431
Q2 Holdings
QTWO
$3.42B
$590K 0.03%
12,482
+4,478
+56% +$252K
UNIT
432
Uniti Group
UNIT
$2.63B
$578K 0.03%
61,655
-5,454
-8% -$42.8K
UP icon
433
Wheels Up
UP
$220M
$576K 0.03%
55,716
+16,670
+43% +$217K
DTM icon
434
DT Midstream
DTM
$14.9B
$570K 0.03%
4,235
+4,226
+46,956% +$551K
PEB icon
435
Pebblebrook Hotel Trust
PEB
$2.16B
$559K 0.03%
44,262
+2,784
+7% +$34.1K
DRH icon
436
Diamondrock Hospitality Co
DRH
$2.63B
$557K 0.03%
59,394
+7,471
+14% +$71.2K
OPAL icon
437
OPAL Fuels
OPAL
$67.1M
$554K 0.03%
+220,025
New +$505K
PPC icon
438
Pilgrim's Pride
PPC
$6.82B
$550K 0.03%
14,561
+11,874
+442% +$479K
DOCU
439
DocuSign
DOCU
$9.63B
$550K 0.03%
11,597
+10,168
+712% +$520K
ARRY icon
440
Array Technologies
ARRY
$818M
$541K 0.03%
74,841
+24,374
+48% +$226K
JELD icon
441
JELD-WEN Holding
JELD
$94.8M
$541K 0.03%
436,305
+242,883
+126% +$531K
PHR icon
442
Phreesia
PHR
$632M
$537K 0.03%
64,082
+36,385
+131% +$481K
UPBD icon
443
Upbound Group
UPBD
$1.19B
$537K 0.03%
29,733
+2,639
+10% +$51.4K
EOSE icon
444
Eos Energy Enterprises
EOSE
$1.23B
$534K 0.03%
107,588
+66,146
+160% +$711K
OXM icon
445
Oxford Industries
OXM
$577M
$533K 0.03%
13,849
-151
-1% -$5.69K
PNW icon
446
Pinnacle West Capital
PNW
$12.9B
$533K 0.03%
5,292
+5,289
+176,300% +$510K
OGS icon
447
ONE Gas
OGS
$5.05B
$532K 0.03%
6,182
-69
-1% -$5.72K
KOPN icon
448
Kopin
KOPN
$663M
$532K 0.03%
236,248
+33,176
+16% +$80.3K
WEST icon
449
Westrock Coffee
WEST
$741M
$531K 0.03%
125,038
+9,319
+8% +$41.6K
LWAY icon
450
Lifeway Foods
LWAY
$465M
$531K 0.03%
27,459
+7,874
+40% +$168K
16 17
18
19 20

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OMC
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WJA
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MSR
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ESBC
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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
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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.