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Portfolio (Quarterly) Guide ↗

Inspire Investing, LLC

· CIK 0001670139
13F Portfolio $498.5B AUM 313 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 146 Added 159 Reduced 806 Exited
Page 4 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EQR EQUITY RESIDENTIAL Real Estate 17,727.0 $1.0M 0.21% -26K -59.8% $59.15 +8.9%
62 CW CURTISS WRIGHT CORP Industrials 1,522.0 $1.0M 0.21% -8K -84.5% $681.12 +4.8%
63 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 5,462.0 $1.0M 0.21% -2K -28.6% $189.05 +22.0%
64 CMS CMS ENERGY CORP Utilities 13,033.0 $1.0M 0.20% -21K -61.5% $77.58 -6.4%
65 JBHT HUNT J B TRANS SVCS INC Industrials 4,675.0 $991K 0.20% -13K -73.2% $211.90 +22.8%
66 STE STERIS PLC Healthcare 4,453.0 $985K 0.20% -6K -58.3% $221.13 -3.8%
67 ALB ALBEMARLE CORP Basic Materials 5,446.0 $978K 0.20% -7K -57.6% $179.53 +0.1%
68 L LOEWS CORP Financial Services 8,944.0 $955K 0.19% -14K -60.5% $106.74 -0.1%
69 IOT SAMSARA INC Technology 28,989.0 $919K 0.18% -41K -58.7% $31.69 -7.1%
70 FSLR FIRST SOLAR INC Energy 4,441.0 $876K 0.18% -7K -61.2% $197.26 +17.8%
71 EXPD EXPEDITORS INTL WASH INC Industrials 6,097.0 $873K 0.17% -13K -68.8% $143.23 +8.7%
72 ATI ATI INC Industrials 5,948.0 $865K 0.17% -6K -48.6% $145.46 +5.6%
73 INCY INCYTE CORP Healthcare 8,968.0 $844K 0.17% -13K -58.8% $94.12 +0.9%
74 PSTG EVERPURE INC Technology 14,095.0 $832K 0.17% -26K -65.2% $59.04 +13.4%
75 LII LENNOX INTL INC Industrials 1,733.0 $804K 0.16% -4K -70.2% $464.13 +8.2%
76 CSGP COSTAR GROUP INC Real Estate 19,908.0 $803K 0.16% -24K -54.2% $40.34 -19.5%
77 EVRG EVERGY INC Utilities 9,674.0 $792K 0.16% -17K -64.0% $81.92 -0.4%
78 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,118.0 $781K 0.16% -6K -64.4% $250.64 +21.9%
79 DECK DECKERS OUTDOOR CORP Consumer Cyclical 7,733.0 $774K 0.15% -22K -74.1% $100.09 -6.5%
80 CSL CARLISLE COS INC Industrials 2,308.0 $770K 0.15% -3K -55.4% $333.62 +4.3%
Page 4 of 8  ·  159 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.4%
Industrials 19.4%
Energy 8.4%
Financial Services 7.7%
Real Estate 7.7%
Consumer Cyclical 7.4%
Basic Materials 5.8%
Healthcare 4.5%
Utilities 4.2%
Consumer Defensive 2.0%