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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 7 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EQR EQUITY RESIDENTIAL Real Estate 17,727.0 $1.0M 0.21% -26K -59.8% $59.15 +9.8%
122 EXPAND ENERGY CORPORATION 9,537.0 $1.0M 0.21% +7K +223.9% $109.78
123 CW CURTISS WRIGHT CORP Industrials 1,522.0 $1.0M 0.21% -8K -84.5% $681.12 +2.8%
124 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 5,462.0 $1.0M 0.21% -2K -28.6% $189.05 +23.5%
125 ES EVERSOURCE ENERGY Utilities 14,851.0 $1.0M 0.21% +15K +10000.0% $69.28 -1.8%
126 CMS CMS ENERGY CORP Utilities 13,033.0 $1.0M 0.20% -21K -61.5% $77.58 -6.6%
127 CORPAY INC 3,437.0 $1.0M 0.20% +3K +308.7% $290.99
128 EFX EQUIFAX INC Industrials 5,532.0 $996K 0.20% +4K +270.3% $180.07 -10.0%
129 BRO BROWN & BROWN INC Financial Services 15,192.0 $991K 0.20% +11K +269.6% $65.21 -11.2%
130 JBHT HUNT J B TRANS SVCS INC Industrials 4,675.0 $991K 0.20% -13K -73.2% $211.90 +21.2%
131 STE STERIS PLC Healthcare 4,453.0 $985K 0.20% -6K -58.3% $221.13 -4.4%
132 ALB ALBEMARLE CORP Basic Materials 5,446.0 $978K 0.20% -7K -57.6% $179.53 -4.5%
133 L LOEWS CORP Financial Services 8,944.0 $955K 0.19% -14K -60.5% $106.74 +0.4%
134 MDB MONGODB INC Technology 3,836.0 $939K 0.19% NEW $244.77 +38.5%
135 ZS ZSCALER INC Technology 6,641.0 $932K 0.19% +5K +223.9% $140.29 +26.6%
136 BE BLOOM ENERGY CORP Industrials 6,809.0 $923K 0.18% +3K +80.2% $135.49 +89.6%
137 NI NISOURCE INC Utilities 19,767.0 $922K 0.18% +12K +150.5% $46.66 +0.1%
138 IOT SAMSARA INC Technology 28,989.0 $919K 0.18% -41K -58.7% $31.69 -2.0%
139 SOUTHSTATE BK CORP 9,720.0 $899K 0.18% +6K +180.2% $92.52
140 CF CF INDUSTRIES HOLD Basic Materials 6,891.0 $895K 0.18% +3K +60.6% $129.84 -3.3%
Page 7 of 16  ·  313 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%