INSPIRE TRUST CO, N.A.
Sector Allocation
- Technology21.2%$154.2M
- Financials14.7%$107.1M
- Other14.5%$105.5M
- Industrials8.5%$62.0M
- Consumer Discretionary8.0%$58.1M
- Healthcare7.4%$53.6M
- Energy6.0%$43.9M
- Utilities4.9%$35.7M
- Communication Services4.2%$30.2M
- Real Estate4.1%$30.0M
AUM History
13fpro.ai/research/fund/inspire-trust-co-n-a-1993352
Conviction and streaks
Stable · top 10 = 27.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$29.0M
- ISHARES$25.0M
AVGO
$20.7MGOOG
$20.3MAAPL
$19.7M- ISHARES$19.6M
MSFT
$18.2MTSM
$17.2MNEE
$15.5MRTX
$13.8MJPM
$13.6M- VANGUARD$13.3M
V
$12.7MCVX
$12.2MCB
$10.9MAMZN
$10.7MORCL
$10.3MC
$9.4MJCI
$9.4M- STATE$8.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/inspire-trust-co-n-a-1993352
INSPIRE TRUST CO, N.A. 13F holdings — Q2 2026
$727.3M portfolio (+12.3% QoQ) · 111 holdings · Q2 2026 13F · top 10 are 27% of the stock portfolio
- 1
ISHARES CORE MSCI EMERGING - Equities
$29.0M
4.0% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR CORE MSCI EAFE - Equities
$25.0M
3.4% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $20.7M
2.8% of stocks
-6%This quarter-21.3%Since filed7+ qtrsHeld$20.3M
2.8% of stocks
+4%This quarter-12.8%Since filed7+ qtrsHeld$19.7M
2.7% of stocks
No changeThis quarter+10.6%Since filed7+ qtrsHeld- 6
ISHARES TR S&P SML 600 GWT - Equities
$19.6M
2.7% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— $18.2M
2.5% of stocks
+7%This quarter+9.3%Since filed7+ qtrsHeld$17.2M
2.4% of stocks
-5%This quarter+2.5%Since filed6 qtrsHeld$15.5M
2.1% of stocks
+21%This quarter-4.5%Since filed7+ qtrsHeld$13.8M
1.9% of stocks
+12%This quarter-11.2%Since filed7+ qtrsHeld
All holdings — INSPIRE TRUST CO, N.A. (Q2 2026)
111 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $13.6M | 1.9% | 42K | -0.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD MORNINGSTAR MID-CAP GR - Equitiesetf/fund | — | $13.3M | 1.8% | 44K | +7% | — | — | 13F |
| 13 | VISA INC. | Financials | $12.7M | 1.8% | 37K | +4% | 7+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | CHEVRON CORP | Energy | $12.2M | 1.7% | 74K | +10% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Chubb Ltd | Financials | $10.9M | 1.5% | 32K | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMAZON COM INC | Consumer Discretionary | $10.7M | 1.5% | 45K | +7% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ORACLE CORP | Technology | $10.3M | 1.4% | 70K | +10% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CITIGROUP INC | Financials | $9.4M | 1.3% | 67K | -4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Johnson Controls International plc | Industrials | $9.4M | 1.3% | 64K | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | STATE STREET SPDR SER TR PORTFO - Equitiesetf/fund | — | $8.8M | 1.2% | 131K | — | — | — | 13F |
| 21 | MORGAN STANLEY | Financials | $8.8M | 1.2% | 42K | -5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CISCO SYSTEMS, INC. | Technology | $8.7M | 1.2% | 74K | -13% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $8.4M | 1.2% | 30K | +4% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SEMPRA | Utilities | $8.3M | 1.1% | 90K | +23% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | DELTA AIR LINES, INC. | Industrials | $8.2M | 1.1% | 88K | -4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $8.2M | 1.1% | 35K | +10% | |||
| 27 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $8.1M | 1.1% | 109K | +6% | |||
| 28 | $JNJ | JOHNSON & JOHNSON | Healthcare | $8.0M | 1.1% | 32K | +10% | |||
| 29 | $STT | STATE STREET CORP | Financials | $7.8M | 1.1% | 46K | -8% | |||
| 30 | $MMM | 3M CO | Healthcare | $7.8M | 1.1% | 48K | +4% | |||
| 31 | $UBS | UBS Group AG | Financials | $7.7M | 1.1% | 155K | -3% | |||
| 32 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $7.5M | 1.0% | 130K | — | |||
| 33 | $FTNT | Fortinet, Inc. | Technology | $7.5M | 1.0% | 49K | -8% | |||
| 34 | $SLB | SLB LIMITED/NV | Energy | $7.4M | 1.0% | 160K | +8% | |||
| 35 | $J | JACOBS SOLUTIONS INC. | Industrials | $7.2M | 1.0% | 57K | +11% | |||
| 36 | $WY | WEYERHAEUSER CO | Real Estate | $6.9M | 0.9% | 290K | +5% | |||
| 37 | $PLD | Prologis, Inc. | Real Estate | $6.9M | 0.9% | 51K | — | |||
| 38 | — | ISHARES S&P SMALL-CAP 600 VALUE - Equities | — | $6.8M | 0.9% | 50K | +11% | |||
| 39 | $LIN | LINDE PLC | Materials | $6.7M | 0.9% | 13K | +8% | |||
| 40 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.6M | 0.9% | 13K | -0.4% | |||
| 41 | $TFC | TRUIST FINANCIAL CORP | Financials | $6.5M | 0.9% | 130K | -0.8% | |||
| 42 | $OGE | OGE ENERGY CORP. | Utilities | $6.4M | 0.9% | 132K | — | |||
| 43 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $6.3M | 0.9% | 6,700 | +17% | |||
| 44 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $6.3M | 0.9% | 35K | +3014% | |||
| 45 | $SHEL | Shell plc | Energy | $6.2M | 0.8% | 80K | +23% | |||
| 46 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $6.1M | 0.8% | 60K | — | |||
| 47 | $UBER | Uber Technologies, Inc | Technology | $6.0M | 0.8% | 83K | +14% | |||
| 48 | $DIS | Walt Disney Co | Communication Services | $6.0M | 0.8% | 62K | — | |||
| 49 | $TGT | TARGET CORP | Consumer Staples | $5.9M | 0.8% | 46K | — | |||
| 50 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $5.9M | 0.8% | 35K | +21% | |||
| 51 | $MDT | Medtronic plc | Healthcare | $5.9M | 0.8% | 75K | +9% | |||
| 52 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $5.8M | 0.8% | 54K | — | |||
| 53 | $SPOT | Spotify Technology S.A. | Communication Services | $5.7M | 0.8% | 13K | +25% | |||
| 54 | $APH | AMPHENOL CORP /DE/ | Technology | $5.6M | 0.8% | 32K | New | |||
| 55 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $5.6M | 0.8% | 14K | -45% | |||
| 56 | $BA | BOEING CO | Industrials | $5.5M | 0.8% | 26K | — | |||
| 57 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $5.5M | 0.8% | 11K | +10% | |||
| 58 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $5.5M | 0.8% | 36K | +6% | |||
| 59 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $5.3M | 0.7% | 64K | +42% | |||
| 60 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $5.2M | 0.7% | 107K | -3% | |||
| 61 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $5.2M | 0.7% | 122K | — | |||
| 62 | $T | AT&T INC. | Communication Services | $5.2M | 0.7% | 249K | +16% | |||
| 63 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $5.1M | 0.7% | 3,000 | +20% | |||
| 64 | $ICE | Intercontinental Exchange, Inc. | Financials | $4.9M | 0.7% | 40K | +23% | |||
| 65 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $4.8M | 0.7% | 33K | New | |||
| 66 | $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Materials | $4.7M | 0.6% | 59K | — | |||
| 67 | $PFE | PFIZER INC | Healthcare | $4.6M | 0.6% | 192K | +19% | |||
| 68 | $VRSK | Verisk Analytics, Inc. | Technology | $4.6M | 0.6% | 26K | +31% | |||
| 69 | $PEP | PEPSICO INC | Consumer Staples | $4.5M | 0.6% | 33K | — | |||
| 70 | $DXCM | DEXCOM INC | Healthcare | $4.4M | 0.6% | 65K | — | |||
| 71 | $BIIB | BIOGEN INC. | Healthcare | $4.3M | 0.6% | 20K | — | |||
| 72 | $UNP | UNION PACIFIC CORP | Industrials | $4.3M | 0.6% | 16K | -0.2% | |||
| 73 | $BALL | BALL Corp | Industrials | $4.2M | 0.6% | 67K | — | |||
| 74 | $BLK | BlackRock, Inc. | Financials | $3.9M | 0.5% | 4,100 | +14% | |||
| 75 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $3.9M | 0.5% | 35K | — | |||
| 76 | $RH | RH | Consumer Discretionary | $3.9M | 0.5% | 24K | — | |||
| 77 | $TMUS | T-Mobile US, Inc. | Communication Services | $3.7M | 0.5% | 22K | +5% | |||
| 78 | $APTV | Aptiv PLC | Industrials | $3.7M | 0.5% | 60K | +20% | |||
| 79 | $RDDT | Reddit, Inc. | Technology | $3.5M | 0.5% | 20K | New | |||
| 80 | $CRM | Salesforce, Inc. | Technology | $3.4M | 0.5% | 22K | +29% | |||
| 81 | $FIS | Fidelity National Information Services, Inc. | Financials | $3.4M | 0.5% | 87K | — | |||
| 82 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $3.3M | 0.5% | 34K | New | |||
| 83 | $MCD | MCDONALDS CORP | Consumer Discretionary | $3.2M | 0.5% | 12K | New | |||
| 84 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $3.2M | 0.5% | 15K | — | |||
| 85 | $SLV | iShares Silver Trust | Financials | $3.0M | 0.4% | 57K | +6% | |||
| 86 | $CLX | CLOROX CO /DE/ | Consumer Staples | $3.0M | 0.4% | 31K | — | |||
| 87 | $FCX | FREEPORT-MCMORAN INC | Materials | $2.8M | 0.4% | 45K | -8% | |||
| 88 | $MSGS | Madison Square Garden Sports Corp. | Communication Services | $2.8M | 0.4% | 7,000 | -18% | |||
| 89 | $GIS | GENERAL MILLS INC | Consumer Staples | $2.6M | 0.4% | 75K | — | |||
| 90 | $EQIX | EQUINIX INC | Real Estate | $2.4M | 0.3% | 2,300 | -8% | |||
| 91 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $2.4M | 0.3% | 14K | -0.1% | |||
| 92 | $O | REALTY INCOME CORP | Real Estate | $2.1M | 0.3% | 34K | — | |||
| 93 | $UDR | UDR, Inc. | Real Estate | $2.1M | 0.3% | 52K | — | |||
| 94 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $2.0M | 0.3% | 25K | +9% | |||
| 95 | $DUK | Duke Energy CORP | Utilities | $2.0M | 0.3% | 16K | — | |||
| 96 | $CCI | CROWN CASTLE INC. | Real Estate | $2.0M | 0.3% | 27K | +8% | |||
| 97 | $IRM | IRON MOUNTAIN INC | Real Estate | $2.0M | 0.3% | 16K | -12% | |||
| 98 | $EOG | EOG RESOURCES INC | Energy | $1.9M | 0.3% | 15K | — | |||
| 99 | $B | BARRICK MINING CORP | Materials | $1.9M | 0.3% | 51K | — | |||
| 100 | $OKE | ONEOK INC /NEW/ | Energy | $1.7M | 0.2% | 20K | — | |||
| 101 | $MTN | VAIL RESORTS INC | Communication Services | $1.6M | 0.2% | 12K | — | |||
| 102 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.4M | 0.2% | 1,882 | — | |||
| 103 | $BX | Blackstone Inc. | Financials | $1.4M | 0.2% | 12K | — | |||
| 104 | $D | DOMINION ENERGY, INC | Utilities | $1.4M | 0.2% | 20K | -41% | |||
| 105 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | Energy | $1.3M | 0.2% | 32K | — | |||
| 106 | $ARES | Ares Management Corp | Financials | $1.2M | 0.2% | 11K | — | |||
| 107 | — | ISHARES CORE U.S. AGGREGATE BON - Equities | — | $444K | 0.1% | 4,486 | — | |||
| 108 | — | STATE STREET SPDR SER TR PRTFLO - Equities | — | $401K | 0.1% | 3,367 | New | |||
| 109 | — | STATE STREET SPDR PORTFOLIO S&P - Equities | — | $297K | 0.0% | 4,883 | New | |||
| 110 | — | ISHARES TR CORE S&P SCP ETF - Equities | — | $275K | 0.0% | 1,855 | — | |||
| 111 | $NVDA | NVIDIA CORP | Technology | $213K | 0.0% | 1,065 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 45 added to, 21 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$APHAMPHENOL CORP /DE/$5.6M
first bought this quarter
$PGPROCTER & GAMBLE Co$4.8M
first bought this quarter
$RDDTReddit, Inc.$3.5M
first bought this quarter
$BABAAlibaba Group Holding Ltd$3.3M
first bought this quarter
$MCDMCDONALDS CORP$3.2M
first bought this quarter
- STATE STREET SPDR SER TR PRTFLO - Equities$401K
first bought this quarter
+2 more in the Excel export
Added to (45)
$BKNGBooking Holdings Inc.+3014%
now $6.3M · held 7+ qtrs, 4 adds in a row
now $15.5M · held 7+ qtrs
$SRESEMPRA+23%
now $8.3M · held 7+ qtrs
$WFCWELLS FARGO & COMPANY/MN+42%
now $5.3M · held 2 qtrs, 2 adds in a row
now $13.8M · held 7+ qtrs
- ISHARES TR S&P SML 600 GWT - Equities+8%
now $19.6M
+39 more in the Excel export
Trimmed (21)
$UNHUNITEDHEALTH GROUP INC-45%
now $5.6M · held 7+ qtrs
now $20.7M · held 7+ qtrs
$CSCOCISCO SYSTEMS, INC.-13%
now $8.7M · held 7+ qtrs
$DDOMINION ENERGY, INC-41%
now $1.4M · held 7+ qtrs, 2 trims in a row
now $17.2M · held 6 qtrs
$STTSTATE STREET CORP-8%
now $7.8M · held 7+ qtrs
+15 more in the Excel export
Holdings by quarter
Every 13F INSPIRE TRUST CO, N.A. has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow INSPIRE , N.A.?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of INSPIRE , N.A.'s top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.1%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 24% over the last 4
Top 10 weight
27%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
INSPIRE TRUST CO, N.A. disclosed 111 positions worth $727.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 8 new positions and exited 3 — including a new stake in $APH. The portfolio is most concentrated in Technology (21.2% of disclosed assets). All figures are sourced directly from INSPIRE TRUST CO, N.A.’s Form 13F-HR filing with the SEC under CIK 1993352.
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AI-Powered Hedge Fund Analysis: INSPIRE TRUST CO, N.A.
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