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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
SERV
476
Serve Robotics
SERV
$409M
$524K 0.03%
62,065
+16,927
+38% +$183K
BKU icon
477
Bankunited
BKU
$3.38B
$524K 0.03%
11,599
+850
+8% +$39.7K
BHVN icon
478
Biohaven
BHVN
$2.16B
$524K 0.03%
61,915
+20,765
+50% +$227K
ECPG icon
479
Encore Capital Group
ECPG
$1.93B
$524K 0.03%
7,469
-1,135
-13% -$69.8K
AMPX icon
480
Amprius Technologies
AMPX
$1.31B
$524K 0.03%
31,051
-29,191
-48% -$381K
VIA
481
Via Transportation Inc
VIA
$1.44B
$523K 0.03%
+34,898
New +$696K
DCH
482
Dauch Corp
DCH
$1.3B
$523K 0.03%
88,237
+14,870
+20% +$103K
HELE icon
483
Helen of Troy
HELE
$663M
$523K 0.03%
36,282
+14,255
+65% +$249K
LNN icon
484
Lindsay Corp
LNN
$1.16B
$523K 0.03%
4,394
+379
+9% +$48.1K
SSII
485
SS Innovations International
SSII
$696M
$523K 0.03%
104,624
+21,851
+26% +$105K
FRME icon
486
First Merchants
FRME
$2.72B
$523K 0.03%
13,502
+753
+6% +$29.4K
OI icon
487
O-I Glass
OI
$1.39B
$523K 0.03%
49,753
+49,674
+62,878% +$684K
ENOV icon
488
Enovis
ENOV
$1.56B
$523K 0.03%
+22,979
New +$543K
GRPN icon
489
Groupon
GRPN
$980M
$523K 0.03%
43,930
+17,589
+67% +$235K
CRVL icon
490
CorVel
CRVL
$3.05B
$523K 0.03%
9,561
+2,672
+39% +$154K
PB icon
491
Prosperity Bancshares
PB
$8.77B
$522K 0.03%
7,777
+882
+13% +$61.8K
SR icon
492
Spire
SR
$4.92B
$522K 0.03%
5,770
+36
+0.6% +$3.16K
PI icon
493
Impinj
PI
$3.89B
$522K 0.03%
5,086
+2,382
+88% +$317K
AWR icon
494
American States Water
AWR
$3.39B
$522K 0.03%
6,904
+340
+5% +$25.1K
KN icon
495
Knowles
KN
$3.22B
$522K 0.03%
20,327
-1,515
-7% -$38.3K
AIOT
496
PowerFleet Inc
AIOT
$500M
$522K 0.03%
169,474
+81,406
+92% +$341K
ADNT icon
497
Adient
ADNT
$1.6B
$522K 0.03%
25,814
+1,178
+5% +$26.2K
KWR icon
498
Quaker Houghton
KWR
$2.63B
$522K 0.03%
4,199
+766
+22% +$113K
VIAV icon
499
Viavi Solutions
VIAV
$9.75B
$522K 0.03%
15,673
-10,419
-40% -$275K
RBCAA icon
500
Republic Bancorp
RBCAA
$1.84B
$521K 0.03%
7,391
+439
+6% +$31K
18 19
20
21 22

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OMC
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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.