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Portfolio (Quarterly) Guide ↗

INSPIRE TRUST CO, N.A.

· CIK 0001993352
13F Portfolio $648M AUM 106 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 50 Added 34 Reduced 10 Exited
Page 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPMD STATE STREET SPDR SER TR PORTFO 130,612.0 $7.7M 1.19% +6K +4.6% $59.22 +13.1%
22 SLB SLB LIMITED Energy 147,500.0 $7.6M 1.17% -5K -3.3% $51.39 -12.3%
23 WMB WILLIAMS COS INC COM Energy 102,500.0 $7.5M 1.15% -12K -10.5% $72.78 +2.1%
24 FERG FERGUSON ENTERPRISES INC Industrials 31,500.0 $7.3M 1.13% +2K +8.6% $233.26 -1.7%
25 MS MORGAN STANLEY COM NEW Financial Services 44,000.0 $7.2M 1.12% +8K +22.2% $164.57 +28.7%
26 OXY OCCIDENTAL PETE CORP COM Energy 110,000.0 $7.2M 1.10% -9K -7.6% $65.00 -26.2%
27 SRE SEMPRA COM Utilities 72,500.0 $7.0M 1.09% +500.0 +0.7% $97.17 -6.0%
28 JNJ JOHNSON & JOHNSON Healthcare 28,577.0 $7.0M 1.08% -2K -7.8% $244.44 +3.9%
29 IBM INTERNATIONAL BUSINESS MACHS CO Technology 28,800.0 $7.0M 1.08% +6K +29.1% $242.39 +18.1%
30 PLD PROLOGIS INC. COM Real Estate 51,000.0 $6.7M 1.04% $132.18 +3.5%
31 WY WEYERHAEUSER CO MTN BE COM NEW Real Estate 275,000.0 $6.7M 1.04% +3K +1.1% $24.43 -2.0%
32 MMM 3M CO COM Industrials 46,000.0 $6.7M 1.03% +9K +24.3% $145.23 +10.1%
33 UNH UNITEDHEALTH GROUP INC. Healthcare 24,540.0 $6.6M 1.02% +4K +18.5% $270.59 +57.6%
34 CSCO CISCO SYSTEMS INC. Technology 85,186.0 $6.6M 1.02% +5K +6.5% $77.59 +50.8%
35 J JACOBS SOLUTIONS INC COM Industrials 51,500.0 $6.6M 1.01% +8K +18.4% $127.28 -2.1%
36 BERKSHIRE HATHAWAY INC. CLASS B 13,255.0 $6.4M 0.98% $479.20
37 OGE OGE ENERGY CORP COM Utilities 132,000.0 $6.3M 0.98% -6K -4.3% $47.96 +0.7%
38 STT STATE STR CORP COM Financial Services 50,000.0 $6.3M 0.98% +6K +13.6% $126.56 +34.1%
39 UBS UBS GROUP AG SHS Financial Services 160,000.0 $6.3M 0.96% +30K +23.1% $39.07 +27.3%
40 T AT&T INC COM Communication Services 214,000.0 $6.2M 0.96% -30K -12.3% $28.99 -29.4%
Page 2 of 6  ·  106 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 19.1%
Financial Services 16.0%
Industrials 12.0%
Energy 8.8%
Communication Services 8.5%
Healthcare 8.2%
Consumer Cyclical 8.0%
Utilities 6.1%
Real Estate 5.3%
Consumer Defensive 4.6%