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Portfolio (Quarterly) Guide ↗

INSPIRE TRUST CO, N.A.

· CIK 0001993352
13F Portfolio $727M AUM 111 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 45 Added 17 Reduced 3 Exited
Page 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TFC TRUIST FINL CORP COM Financial Services 130,000.0 $6.5M 0.89% -1K -0.8% $49.82 +1.5%
42 OGE OGE ENERGY CORP COM Utilities 132,000.0 $6.4M 0.88% $48.66 -4.3%
43 COST COSTCO WHOLESALE CORP. Consumer Defensive 6,700.0 $6.3M 0.86% +985.0 +17.2% $935.47 +0.9%
44 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 35,125.0 $6.3M 0.86% +34K +3013.9% $178.24 +17.2%
45 SHEL SHELL PLC SPON ADS Energy 80,000.0 $6.2M 0.85% +15K +23.1% $77.54 +21.0%
46 SBUX STARBUCKS CORP COM Consumer Cyclical 60,000.0 $6.1M 0.84% $102.19 +1.8%
47 UBER UBER TECHNOLOGIES INC COM Technology 83,000.0 $6.0M 0.82% +10K +13.5% $72.16 +9.2%
48 DIS WALT DISNEY COMPANY Communication Services 62,000.0 $6.0M 0.82% $96.25 +11.9%
49 TGT TARGET CORP COM Consumer Defensive 45,500.0 $5.9M 0.82% $130.61 +24.6%
50 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 35,000.0 $5.9M 0.81% +6K +20.7% $168.42 +17.4%
51 MDT MEDTRONIC PLC SHS Healthcare 75,000.0 $5.9M 0.81% +6K +8.7% $78.23 +18.1%
52 UPS UNITED PARCEL SERVICE INC CL B Industrials 54,000.0 $5.8M 0.80% $107.50 -4.4%
53 SPOT SPOTIFY TECHNOLOGY Communication Services 12,500.0 $5.7M 0.79% +2K +25.0% $459.13 +16.2%
54 APH AMPHENOL CLASS A Technology 32,028.0 $5.6M 0.78% NEW $176.32 -12.6%
55 UNH UNITEDHEALTH GROUP INC. Healthcare 13,500.0 $5.6M 0.77% -11K -45.0% $415.63 -6.2%
56 BA BOEING CO COM Industrials 25,500.0 $5.5M 0.76% $216.47 -1.1%
57 TMO THERMO FISHER SCIENTIFIC INC. Healthcare 11,000.0 $5.5M 0.76% +983.0 +9.8% $501.36 +24.2%
58 TJX TJX COS INC Consumer Cyclical 36,135.0 $5.5M 0.75% +2K +5.7% $151.50 -7.4%
59 WFC WELLS FARGO & COMPANY Financial Services 64,000.0 $5.3M 0.73% +19K +42.2% $82.64 +2.0%
60 OXY OCCIDENTAL PETE CORP COM Energy 107,000.0 $5.2M 0.71% -3K -2.7% $48.57 +26.8%
Page 3 of 6  ·  111 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 20.1%
Financial Services 16.3%
Industrials 12.3%
Consumer Cyclical 9.2%
Communication Services 8.6%
Healthcare 7.6%
Energy 7.3%
Utilities 5.9%
Real Estate 5.0%
Consumer Defensive 4.5%