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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
NTNX icon
201
Nutanix
NTNX
$14.2B
$1.99M 0.12%
52,355
+18,441
+54% +$777K
ROIV icon
202
Roivant Sciences
ROIV
$25.2B
$1.97M 0.12%
71,236
+55,990
+367% +$1.44M
VMI icon
203
Valmont Industries
VMI
$9.49B
$1.96M 0.11%
4,907
-2,117
-30% -$924K
UDR icon
204
UDR
UDR
$12.8B
$1.96M 0.11%
57,914
+18,427
+47% +$677K
MLM icon
205
Martin Marietta Materials
MLM
$32.8B
$1.93M 0.11%
3,286
+2,764
+530% +$1.76M
VMC icon
206
Vulcan Materials
VMC
$35.7B
$1.92M 0.11%
7,048
+5,906
+517% +$1.74M
AU icon
207
AngloGold Ashanti
AU
$39.7B
$1.92M 0.11%
19,684
+5,020
+34% +$515K
CPRT icon
208
Copart
CPRT
$25.2B
$1.91M 0.11%
57,574
+49,225
+590% +$1.85M
WEC icon
209
WEC Energy
WEC
$37.4B
$1.91M 0.11%
16,457
+13,349
+430% +$1.5M
PRDO icon
210
Perdoceo Education
PRDO
$1.93B
$1.89M 0.11%
+50,890
New +$1.68M
CACI icon
211
CACI
CACI
$10.6B
$1.88M 0.11%
3,455
+1,199
+53% +$722K
CELH icon
212
Celsius Holdings
CELH
$6.95B
$1.88M 0.11%
52,847
+20,749
+65% +$984K
GRDN
213
Guardian Pharmacy Services
GRDN
$2.5B
$1.87M 0.11%
+49,565
New +$1.62M
EVR icon
214
Evercore
EVR
$13B
$1.85M 0.11%
6,202
-2,107
-25% -$690K
ARE icon
215
Alexandria Real Estate Equities
ARE
$8.73B
$1.82M 0.11%
39,234
+16,632
+74% +$877K
PAX icon
216
Patria Investments
PAX
$1.72B
$1.81M 0.11%
143,727
+62,652
+77% +$881K
DG icon
217
Dollar General
DG
$25.4B
$1.8M 0.1%
15,139
+12,711
+524% +$1.81M
TPC
218
Tutor Perini Cor
TPC
$4.61B
$1.8M 0.1%
+23,262
New +$1.78M
IRWD icon
219
Ironwood Pharmaceuticals
IRWD
$624M
$1.79M 0.1%
+509,941
New +$2.09M
GCT icon
220
GigaCloud Technology
GCT
$1.33B
$1.77M 0.1%
39,018
+8,703
+29% +$354K
RMD icon
221
ResMed
RMD
$27.8B
$1.75M 0.1%
7,811
+6,909
+766% +$1.72M
CWCO icon
222
Consolidated Water Co
CWCO
$469M
$1.75M 0.1%
52,813
+18,550
+54% +$665K
BLDR icon
223
Builders FirstSource
BLDR
$7.59B
$1.75M 0.1%
21,222
+7,397
+54% +$790K
MC icon
224
Moelis & Co
MC
$4.88B
$1.74M 0.1%
+30,605
New +$1.99M
RIGL icon
225
Rigel Pharmaceuticals
RIGL
$681M
$1.73M 0.1%
+63,891
New +$2.15M
7 8
9
10 11

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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.