Inspire Investing, LLC
Long book
$1.71B
Q1 2026
Positions
1108
Top-10 weight
18%
concentration
Last quarter
+15.6%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsInspire Investing, LLC is an institutional manager, running a $1.71B US long book across 1108 positions.
The portfolio is broadly diversified across 1108 positions (top 10 only 18%). Turnover is modest: positions are typically held for years. Current anchor positions: BROADCOM INC, CATERPILLAR INC, KLA CORP, AMPHENOL CORP-CL A, INSPIRE CORPORATE BOND ETF.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-2.3%
Q2 2024
+7.5%
Q3 2024
-3.4%
Q4 2024
-3.8%
Q1 2025
+8.3%
Q2 2025
+8.8%
Q3 2025
+0.7%
Q4 2025
+3.8%
Q1 2026
+15.6%
Sector allocation
Technology 26%
Industrials 19%
Financials 11%
Other 7%
Consumer discretionary 7%
Utilities 7%
Healthcare 6%
Services media 5%
Long book by quarter
What does Inspire Investing, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AVGO BROADCOM INC | Technology | 245.1K | $75.8M | 4.4% | +1244.4% |
| CAT CATERPILLAR INC | Industrials | 65.4K | $46.3M | 2.7% | +38.2% |
| KLAC KLA CORP | Other | 22.3K | $32.9M | 1.9% | +29.7% |
| APH AMPHENOL CORP-CL A | Technology | 228.8K | $28.9M | 1.7% | +44.6% |
| ANET ARISTA NETWORKS INC | Technology | 187.1K | $23.0M | 1.3% | +57.5% |
| HD HOME DEPOT INC | Consumer discretionary | 54.0K | $17.7M | 1.0% | +602.1% |
| PGR PROGRESSIVE CORP | Financials | 86.2K | $17.1M | 1.0% | +47.5% |
| IBKR INTERACTIVE BROKERS GRO-CL A | Financials | 243.6K | $16.3M | 1.0% | +27.0% |
| PH PARKER HANNIFIN CORP | Industrials | 18.1K | $16.2M | 0.9% | +45.8% |
| MPWR MONOLITHIC POWER SYSTEMS INC | Technology | 12.7K | $13.9M | 0.8% | +25.9% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 93.0K | $13.6M | 0.8% | +6870.8% |
| VRT VERTIV HOLDINGS CO-A | Technology | 53.7K | $13.5M | 0.8% | +40.1% |
| EME EMCOR GROUP INC | Industrials | 17.9K | $13.2M | 0.8% | +19.6% |
| FCX FREEPORT-MCMORAN INC | Materials | 222.3K | $13.1M | 0.8% | +56.6% |
| CTAS CINTAS CORP | Other | 64.3K | $10.9M | 0.6% | +55.7% |
| SLB SLB LTD | Energy | 206.1K | $10.6M | 0.6% | +31.8% |
| KMI KINDER MORGAN INC | Utilities | 312.8K | $10.5M | 0.6% | +44.3% |
| TPL TEXAS PACIFIC LAND CORP | Financials | 21.5K | $10.2M | 0.6% | +22.2% |
| MSCI MSCI INC | Services media | 18.8K | $10.2M | 0.6% | +55.6% |
| RSG REPUBLIC SERVICES INC | Utilities | 45.2K | $9.9M | 0.6% | +43.8% |
| APP APPLOVIN CORP-CLASS A | Technology | 24.5K | $9.8M | 0.6% | +128.7% |
| NEM NEWMONT CORP | Materials | 89.8K | $9.7M | 0.6% | +135.4% |
| PCAR PACCAR INC | Industrials | 78.5K | $9.1M | 0.5% | +37.7% |
| ODFL OLD DOMINION FREIGHT LINE | Industrials | 46.2K | $9.0M | 0.5% | +18.9% |
| IDXX IDEXX LABORATORIES INC | Materials | 16.0K | $9.0M | 0.5% | +27.8% |
| FTNT FORTINET INC | Technology | 107.0K | $8.7M | 0.5% | New |
| CW CURTISS-WRIGHT CORP | Industrials | 12.8K | $8.7M | 0.5% | +30.2% |
| CASY CASEY'S GENERAL STORES INC | Consumer discretionary | 11.8K | $8.6M | 0.5% | +30.1% |
| BWXT BWX TECHNOLOGIES INC | Industrials | 37.8K | $7.7M | 0.5% | +28.9% |
| UTHR UNITED THERAPEUTICS CORP | Healthcare | 13.0K | $7.7M | 0.5% | +7.9% |
| FANG DIAMONDBACK ENERGY INC | Energy | 38.7K | $7.7M | 0.4% | +31.4% |
| TRGP TARGA RESOURCES CORP | Utilities | 30.0K | $7.5M | 0.4% | +39.5% |
| ROP ROPER TECHNOLOGIES INC | Technology | 21.2K | $7.5M | 0.4% | +84.7% |
| CIEN CIENA CORP | Technology | 18.8K | $7.3M | 0.4% | +39.4% |
| PAYX PAYCHEX INC | Services media | 76.9K | $7.1M | 0.4% | +24.3% |
| ETR ENTERGY CORP | Utilities | 62.2K | $7.0M | 0.4% | +33.9% |
| MCHP MICROCHIP TECHNOLOGY INC | Technology | 106.6K | $6.9M | 0.4% | +81.3% |
| URI UNITED RENTALS INC | Services media | 9.4K | $6.9M | 0.4% | +43.8% |
| TER TERADYNE INC | Technology | 22.4K | $6.6M | 0.4% | +35.0% |
| ORLY O'REILLY AUTOMOTIVE INC | Consumer discretionary | 71.6K | $6.6M | 0.4% | +104.2% |
| NRG NRG ENERGY INC | Utilities | 44.6K | $6.5M | 0.4% | +11.6% |
| IDCC INTERDIGITAL INC | Financials | 21.6K | $6.5M | 0.4% | +21.4% |
| QCOM QUALCOMM INC | Technology | 49.7K | $6.4M | 0.4% | +2517.7% |
| DVN DEVON ENERGY CORP | Energy | 119.9K | $6.0M | 0.4% | +79.6% |
| NUE NUCOR CORP | Industrials | 35.2K | $6.0M | 0.3% | +36.6% |
| SCCO SOUTHERN COPPER CORP | Materials | 34.5K | $5.9M | 0.3% | +1077.1% |
| IQV IQVIA HOLDINGS INC | Healthcare | 34.0K | $5.8M | 0.3% | +81.4% |
| FIX COMFORT SYSTEMS USA INC | Industrials | 4.2K | $5.8M | 0.3% | +74.0% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 28.2K | $5.7M | 0.3% | +175.4% |
| FLS FLOWSERVE CORP | Industrials | 77.3K | $5.7M | 0.3% | +25.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR/ANEW HOLDINGS | May 13, 2026 | 313 | $498.5M | canonical | SEC ↗ |
| Q1 2026 | 13F-HR | Apr 23, 2026 | 1107 | $1.22B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 1111 | $1.11B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 15, 2025 | 846 | $1.03B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 24, 2025 | 824 | $918.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Jun 3, 2025 | 800 | $841.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 17, 2025 | 824 | $893.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 10, 2024 | 827 | $977.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 802 | $867.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 7, 2024 | 792 | $977.4M | canonical | SEC ↗ |
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