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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
MP icon
901
MP Materials
MP
$8.79B
$638K 0.03%
11,383
+1,649
+17% +$100K
EPAM icon
902
EPAM Systems
EPAM
$6.04B
$636K 0.03%
8,012
-14,040
-64% -$1.48M
AGNC icon
903
AGNC Investment
AGNC
$11.7B
$632K 0.03%
+57,938
New +$610K
UWMC icon
904
UWM Holdings
UWMC
$434M
$629K 0.03%
274,739
-56,457
-17% -$175K
CUBE icon
905
CubeSmart
CUBE
$9.05B
$621K 0.03%
15,613
+1,891
+14% +$75.3K
GWRE icon
906
Guidewire Software
GWRE
$11.9B
$618K 0.03%
+5,020
New +$669K
CNM icon
907
Core & Main
CNM
$7.91B
$616K 0.03%
+12,769
New +$631K
UHAL icon
908
U-Haul Holding Co
UHAL
$12.5B
$616K 0.03%
+9,409
New +$516K
W icon
909
Wayfair
W
$14B
$613K 0.03%
+6,629
New +$488K
MDGL icon
910
Madrigal Pharmaceuticals
MDGL
$12.3B
$612K 0.03%
+1,140
New +$584K
AYI icon
911
Acuity Brands
AYI
$8.97B
$597K 0.02%
1,584
+221
+16% +$65.5K
UMBF icon
912
UMB Financial
UMBF
$10.2B
$592K 0.02%
+4,149
New +$533K
WTFC icon
913
Wintrust Financial
WTFC
$9.98B
$589K 0.02%
+3,664
New +$551K
DOCU
914
DocuSign
DOCU
$13.2B
$587K 0.02%
13,211
+1,614
+14% +$75.7K
GMED icon
915
Globus Medical
GMED
$9.96B
$582K 0.02%
7,366
-17,811
-71% -$1.51M
IONQ icon
916
IonQ
IONQ
$16.3B
$579K 0.02%
+10,879
New +$551K
EGP icon
917
EastGroup Properties
EGP
$10.8B
$560K 0.02%
2,765
+374
+16% +$74.9K
SF
918
Stifel
SF
$11.4B
$558K 0.02%
+8,001
New +$597K
ONB icon
919
Old National Bancorp
ONB
$9.69B
$548K 0.02%
21,147
+2,842
+16% +$68.3K
AR icon
920
Antero Resources
AR
$10.9B
$542K 0.02%
+15,414
New +$568K
ZION icon
921
Zions Bancorporation
ZION
$9.59B
$540K 0.02%
+7,810
New +$492K
CFR icon
922
Cullen/Frost Bankers
CFR
$9.92B
$535K 0.02%
+3,462
New +$492K
SMMT icon
923
Summit Therapeutics
SMMT
$14.1B
$533K 0.02%
+36,609
New +$649K
RMBS icon
924
Rambus
RMBS
$9.31B
$533K 0.02%
+4,017
New +$522K
COLB icon
925
Columbia Banking Systems
COLB
$8.47B
$532K 0.02%
16,602
+2,232
+16% +$66.3K
35 36
37
38 39

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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.