We are live on ! Find out more
II

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
BURL icon
976
Burlington
BURL
$21.4B
$3.21K ﹤0.01%
10
+1
+11% +$306
PFE icon
977
Pfizer
PFE
$143B
$2.98K ﹤0.01%
106
– –
VZ icon
978
Verizon
VZ
$183B
$2.96K ﹤0.01%
59
– –
ECHO
979
EchoStar
ECHO
$26.5B
$2.92K ﹤0.01%
25
-3
-11% -$344
AZN icon
980
AstraZeneca
AZN
$261B
$2.77K ﹤0.01%
14
– –
PBF icon
981
PBF Energy
PBF
$7.33B
$2.68K ﹤0.01%
56
+3
+6% +$112
DVA icon
982
DaVita
DVA
$15B
$2.63K ﹤0.01%
17
– –
BKD icon
983
Brookdale Senior Living
BKD
$3.46B
$2.62K ﹤0.01%
192
+13
+7% +$182
EG icon
984
Everest Group
EG
$14.9B
$2.6K ﹤0.01%
8
– –
ITW icon
985
Illinois Tool Works
ITW
$79.7B
$2.58K ﹤0.01%
10
+1
+11% +$272
BBAX icon
986
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.51B
$2.56K ﹤0.01%
43
– –
NTES icon
987
NetEase
NTES
$76.9B
$2.35K ﹤0.01%
21
-9,306
-100% -$1.15M
UNP icon
988
Union Pacific
UNP
$181B
$2.19K ﹤0.01%
9
– –
BEN icon
989
Franklin Resources
BEN
$16.8B
$2.19K ﹤0.01%
93
+7
+8% +$180
MRK icon
990
Merck
MRK
$322B
$2.17K ﹤0.01%
18
– –
MTB icon
991
M&T Bank
MTB
$35.6B
$2.1K ﹤0.01%
10
– –
OUT icon
992
Outfront Media
OUT
$5.61B
$1.98K ﹤0.01%
75
– –
SYY icon
993
Sysco
SYY
$39.1B
$1.98K ﹤0.01%
28
+2
+8% +$165
CFA icon
994
VictoryShares US 500 Volatility Wtd ETF
CFA
$533M
$1.92K ﹤0.01%
21
– –
AX icon
995
Axos Financial
AX
$5.42B
$1.9K ﹤0.01%
22
+1
+5% +$91
PATH icon
996
UiPath
PATH
$5.28B
$1.79K ﹤0.01%
+161
New +$2.05K
PAAS icon
997
Pan American Silver
PAAS
$18.6B
$1.75K ﹤0.01%
32
– –
HP icon
998
Helmerich & Payne
HP
$3.5B
$1.74K ﹤0.01%
48
+3
+7% +$102
AVT icon
999
Avnet
AVT
$7.38B
$1.66K ﹤0.01%
27
-1
-4% -$59
INGR icon
1000
Ingredion
INGR
$6.32B
$1.65K ﹤0.01%
15
– –
38 39
40
41 42

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.