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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
TYL icon
201
Tyler Technologies
TYL
$14B
$2.71M 0.11%
9,277
+1,508
+19% +$477K
BKR icon
202
Baker Hughes
BKR
$56.1B
$2.69M 0.11%
48,528
+6,486
+15% +$410K
VST icon
203
Vistra
VST
$48.2B
$2.69M 0.11%
16,976
+2,287
+16% +$355K
SFD
204
Smithfield Foods
SFD
$7.79B
$2.67M 0.11%
+109,870
New +$2.94M
IRWD icon
205
Ironwood Pharmaceuticals
IRWD
$699M
$2.65M 0.11%
630,072
+120,131
+24% +$463K
ASTH icon
206
Astrana Health
ASTH
$1.7B
$2.65M 0.11%
+57,024
New +$2.05M
EVER icon
207
EverQuote
EVER
$807M
$2.63M 0.11%
110,592
+11,461
+12% +$210K
LOPE icon
208
Grand Canyon Education
LOPE
$3.97B
$2.63M 0.11%
18,344
+382
+2% +$60.6K
ROIV icon
209
Roivant Sciences
ROIV
$28.9B
$2.62M 0.11%
74,085
+2,849
+4% +$84.2K
NI icon
210
NiSource
NI
$19.6B
$2.61M 0.11%
54,855
+27,966
+104% +$1.32M
SLDE
211
Slide Insurance Holdings
SLDE
$2.92B
$2.61M 0.11%
+134,568
New +$2.44M
PACS icon
212
PACS Group
PACS
$6.66B
$2.6M 0.11%
+60,912
New +$2.19M
KALU icon
213
Kaiser Aluminum
KALU
$2.54B
$2.59M 0.11%
13,229
+12,337
+1,383% +$2.1M
FTI icon
214
TechnipFMC
FTI
$28.5B
$2.58M 0.11%
38,901
+8,044
+26% +$570K
FLXS icon
215
Flexsteel Industries
FLXS
$325M
$2.56M 0.11%
+34,344
New +$1.92M
OTTR icon
216
Otter Tail
OTTR
$3.72B
$2.55M 0.11%
28,393
+28,392
+2,839,200% +$2.51M
NDAQ icon
217
Nasdaq
NDAQ
$51B
$2.54M 0.1%
+32,264
New +$2.83M
CRDO icon
218
Credo Technology Group
CRDO
$31.6B
$2.54M 0.1%
+9,345
New +$1.85M
VSH icon
219
Vishay Intertechnology
VSH
$4.89B
$2.53M 0.1%
47,030
+18,132
+63% +$742K
VIAV icon
220
Viavi Solutions
VIAV
$8.57B
$2.52M 0.1%
52,702
+37,029
+236% +$1.77M
UDR icon
221
UDR
UDR
$11B
$2.51M 0.1%
62,953
+5,039
+9% +$186K
OOMA icon
222
Ooma
OOMA
$617M
$2.51M 0.1%
+130,464
New +$2.24M
ATLC icon
223
Atlanticus Holdings
ATLC
$1.44B
$2.49M 0.1%
24,395
+22,741
+1,375% +$1.84M
ZVRA icon
224
Zevra Therapeutics
ZVRA
$703M
$2.48M 0.1%
+173,016
New +$1.92M
CSGP icon
225
CoStar Group
CSGP
$11.9B
$2.48M 0.1%
87,593
+17,248
+25% +$593K
7 8
9
10 11

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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.