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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
U icon
476
Unity
U
$18B
$721K 0.03%
+25,228
New +$671K
UP icon
477
Wheels Up
UP
$123M
$721K 0.03%
80,376
+24,660
+44% +$188K
PEN icon
478
Penumbra
PEN
$12.5B
$721K 0.03%
+2,283
New +$740K
DTM icon
479
DT Midstream
DTM
$12.9B
$718K 0.03%
4,893
+658
+16% +$93.1K
SOLV icon
480
Solventum
SOLV
$15.2B
$715K 0.03%
+9,265
New +$676K
DT icon
481
Dynatrace
DT
$15.9B
$714K 0.03%
+16,261
New +$633K
APPF icon
482
AppFolio
APPF
$7.63B
$714K 0.03%
4,450
+644
+17% +$103K
VECO icon
483
Veeco
VECO
$2.56B
$707K 0.03%
9,329
-6,151
-40% -$351K
TWST icon
484
Twist Bioscience
TWST
$10.8B
$706K 0.03%
6,862
-4,237
-38% -$276K
AEVA
485
Aeva Technologies
AEVA
$1.02B
$706K 0.03%
24,566
-14,345
-37% -$282K
WTS icon
486
Watts Water Technologies
WTS
$11.7B
$703K 0.03%
1,795
+230
+15% +$71.7K
AUR icon
487
Aurora
AUR
$12.7B
$701K 0.03%
+102,762
New +$629K
INDI icon
488
indie Semiconductor
INDI
$712M
$699K 0.03%
+155,781
New +$621K
HLF icon
489
Herbalife
HLF
$1.24B
$699K 0.03%
53,124
-88,153
-62% -$1.22M
CERT icon
490
Certara
CERT
$1.26B
$698K 0.03%
+106,580
New +$601K
GRPN icon
491
Groupon
GRPN
$751M
$698K 0.03%
28,997
-14,933
-34% -$247K
HYLN icon
492
Hyliion Holdings
HYLN
$732M
$697K 0.03%
+133,855
New +$557K
WBS
493
DELISTED
Webster Financial
WBS
$697K 0.03%
+9,125
New +$664K
WMS icon
494
Advanced Drainage Systems
WMS
$9.51B
$697K 0.03%
4,443
-11,400
-72% -$1.63M
UPBD icon
495
Upbound Group
UPBD
$1B
$697K 0.03%
32,830
+3,097
+10% +$57.9K
PB icon
496
Prosperity Bancshares
PB
$8.42B
$697K 0.03%
9,538
+1,761
+23% +$122K
PCOR icon
497
Procore
PCOR
$7.77B
$696K 0.03%
17,141
+4,617
+37% +$228K
DNA icon
498
Ginkgo Bioworks
DNA
$519M
$696K 0.03%
70,246
-13,659
-16% -$114K
VSAT icon
499
Viasat
VSAT
$10.3B
$696K 0.03%
7,749
-37,714
-83% -$2.5M
WLDN icon
500
Willdan Group
WLDN
$1.22B
$696K 0.03%
8,794
+2,011
+30% +$171K
18 19
20
21 22

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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.