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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
DYN icon
876
Dyne Therapeutics
DYN
$3.95B
$169K 0.01%
+9,303
New +$160K
PAHC icon
877
Phibro Animal Health
PAHC
$1.38B
$158K 0.01%
+2,858
New +$136K
AROC icon
878
Archrock
AROC
$6.73B
$149K 0.01%
+4,271
New +$136K
PBR icon
879
Petrobras
PBR
$122B
$147K 0.01%
7,062
+574
+9% +$9.18K
TDY icon
880
Teledyne Technologies
TDY
$30.2B
$139K 0.01%
229
-9
-4% -$5.62K
WFC icon
881
Wells Fargo
WFC
$261B
$133K 0.01%
1,676
– –
HRMY icon
882
Harmony Biosciences
HRMY
$2.07B
$130K 0.01%
+4,637
New +$152K
EC icon
883
Ecopetrol
EC
$33.6B
$128K 0.01%
8,546
-220
-3% -$2.79K
A icon
884
Agilent Technologies
A
$39.5B
$127K 0.01%
1,111
+1,096
+7,307% +$139K
SBS icon
885
Sabesp
SBS
$20.1B
$120K 0.01%
19,675
+985
+5% +$5.41K
GSAT icon
886
Globalstar
GSAT
$10.2B
$120K 0.01%
1,803
-950
-35% -$57.9K
UGP icon
887
Ultrapar
UGP
$7.01B
$118K 0.01%
21,447
+722
+3% +$3.49K
ALNT icon
888
Allient
ALNT
$1.51B
$114K 0.01%
1,932
-21,192
-92% -$1.33M
TIMB icon
889
TIM SA
TIMB
$10.1B
$111K 0.01%
4,191
+386
+10% +$9.45K
KALU icon
890
Kaiser Aluminum
KALU
$2.95B
$108K 0.01%
892
-10,247
-92% -$1.3M
LMT icon
891
Lockheed Martin
LMT
$131B
$108K 0.01%
178
+1
+0.6% +$616
ASX icon
892
ASE Group
ASX
$86.6B
$107K 0.01%
4,947
-2,364
-32% -$49.7K
ARWR icon
893
Arrowhead Research
ARWR
$12.2B
$107K 0.01%
+1,709
New +$108K
IRMD icon
894
iRadimed
IRMD
$1.2B
$107K 0.01%
+1,108
New +$111K
ASH icon
895
Ashland
ASH
$3.05B
$102K 0.01%
1,839
-298
-14% -$17.6K
KB icon
896
KB Financial Group
KB
$42.4B
$99.1K 0.01%
994
+14
+1% +$1.41K
SHG icon
897
Shinhan Financial Group
SHG
$33.6B
$98.8K 0.01%
1,612
-42
-3% -$2.58K
AMZN icon
898
Amazon
AMZN
$2.51T
$97.9K 0.01%
470
-10
-2% -$2.2K
NXST icon
899
Nexstar Media Group
NXST
$5.53B
$96.9K 0.01%
536
-5
-0.9% -$1.12K
UMC icon
900
United Microelectronic
UMC
$52.4B
$96.8K 0.01%
10,778
-156,134
-94% -$1.52M
34 35
36
37 38

Similar funds

GC
Glenorchy Capital Boorolite, Australia $1.72B AUM 91.26% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
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.