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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 5 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BWXT BWX TECHNOLOGIES INC Industrials 3,662.0 $749K 0.15% -26K -87.5% $204.49 -1.2%
82 SSNC SS&C TECH HLDGS Technology 11,043.0 $746K 0.15% -7K -39.0% $67.57 -4.4%
83 TYL TYLER TECHNOLOGIES INC Technology 2,115.0 $724K 0.14% -3K -59.9% $342.38 -8.9%
84 NEXTPOWER INC 6,003.0 $724K 0.14% -12K -67.0% $120.55
85 ENTG ENTEGRIS INC Technology 6,117.0 $717K 0.14% -13K -67.8% $117.24 +13.5%
86 SUI SUN CMNTYS INC Real Estate 5,688.0 $716K 0.14% -9K -60.6% $125.96 -4.4%
87 INVH INVITATION HOMES INC Real Estate 28,469.0 $707K 0.14% -40K -58.4% $24.85 +12.4%
88 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 15,159.0 $704K 0.14% -7K -32.9% $46.42 +0.6%
89 TRMB TRIMBLE INC Technology 10,719.0 $699K 0.14% -20K -65.0% $65.23 -15.5%
90 WSO WATSCO INC Industrials 1,869.0 $680K 0.14% -3K -61.9% $363.79 +10.8%
91 NDSN NORDSON CORP Industrials 2,527.0 $672K 0.14% -4K -62.0% $266.06 +3.3%
92 WPC WP CAREY INC Real Estate 9,873.0 $671K 0.14% -16K -62.5% $67.96 +7.3%
93 GPC GENUINE PARTS CO Consumer Cyclical 6,342.0 $671K 0.14% -12K -65.8% $105.75 -12.2%
94 REGCO REGENCY CTRS CORP Real Estate 8,522.0 $645K 0.13% -14K -61.9% $75.66 -70.3%
95 LECO LINCOLN ELEC HLDGS INC Industrials 2,575.0 $641K 0.13% -4K -60.8% $249.08 +4.8%
96 MKSI MKS INC. Technology 2,692.0 $619K 0.12% -8K -75.4% $229.81 +31.9%
97 RGA REINSURANCE GROUP AMER INC Financial Services 3,007.0 $614K 0.12% -12K -79.6% $204.16 +2.9%
98 HST HOST HOTELS & RESORTS INC Real Estate 31,879.0 $611K 0.12% -57K -64.1% $19.16 +11.6%
99 OHI OMEGA HEALTHCARE INVS INC Real Estate 13,696.0 $600K 0.12% -64K -82.3% $43.82 +8.0%
100 MEDP MEDPACE HLDGS INC Healthcare 1,208.0 $580K 0.12% -3K -74.0% $480.19 -13.5%
Page 5 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%