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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
AAPL icon
926
Apple
AAPL
$4.72T
$70.6K ﹤0.01%
278
-2
-0.7% -$521
SID icon
927
Companhia Siderúrgica Nacional
SID
$1.41B
$64.9K ﹤0.01%
52,369
-1,314
-2% -$2.15K
HDB icon
928
HDFC Bank
HDB
$119B
$60.6K ﹤0.01%
2,436
+109
+5% +$3.39K
NVDA icon
929
NVIDIA
NVDA
$5.06T
$45.9K ﹤0.01%
263
+28
+12% +$5.14K
HR icon
930
Healthcare Realty
HR
$7.33B
$44.9K ﹤0.01%
+2,640
New +$46.3K
APLE icon
931
Apple Hospitality REIT
APLE
$3.92B
$44.4K ﹤0.01%
3,862
+3,736
+2,965% +$45.2K
GLRY icon
932
Inspire Growth ETF
GLRY
$168M
$41.4K ﹤0.01%
1,115
– –
JD icon
933
JD.com
JD
$40.6B
$38.8K ﹤0.01%
1,311
– –
HUN icon
934
Huntsman Corp
HUN
$2.25B
$35.7K ﹤0.01%
2,680
-8,835
-77% -$107K
ENB icon
935
Enbridge
ENB
$123B
$33.1K ﹤0.01%
611
– –
CWEN.A
936
DELISTED
Clearway Energy Class A
CWEN.A
$29.5K ﹤0.01%
754
+388
+106% +$13.8K
SLV icon
937
iShares Silver Trust
SLV
$27.8B
$22.8K ﹤0.01%
334
-16
-5% -$1.22K
XLV icon
938
State Street Health Care Select Sector SPDR ETF
XLV
$41.8B
$16.6K ﹤0.01%
113
– –
BABA icon
939
Alibaba
BABA
$273B
$16.4K ﹤0.01%
131
– –
STNG icon
940
Scorpio Tankers
STNG
$3.95B
$14.9K ﹤0.01%
200
+24
+14% +$1.61K
NB
941
NioCorp Developments
NB
$635M
$14.2K ﹤0.01%
3,186
– –
F icon
942
Ford
F
$56.4B
$12.2K ﹤0.01%
1,056
– –
BRK.B icon
943
Berkshire Hathaway Class B
BRK.B
$1.06T
$12K ﹤0.01%
25
– –
CIG icon
944
CEMIG Preferred Shares
CIG
$6.21B
$11.3K ﹤0.01%
4,738
+315
+7% +$693
MITT
945
TPG Mortgage Investment Trust
MITT
$231M
$11K ﹤0.01%
+1,500
New +$12.4K
MWA icon
946
Mueller Water Products
MWA
$3.89B
$10.8K ﹤0.01%
395
+27
+7% +$748
IAU icon
947
iShares Gold Trust
IAU
$62.9B
$10.7K ﹤0.01%
121
– –
LCII icon
948
LCI Industries
LCII
$2.54B
$10.1K ﹤0.01%
82
-27
-25% -$3.69K
OPEN icon
949
Opendoor
OPEN
$3.71B
$10.1K ﹤0.01%
2,152
– –
OZK icon
950
Bank OZK
OZK
$5.47B
$9.96K ﹤0.01%
217
-2,990
-93% -$141K
36 37
38
39 40

Similar funds

GC
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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.