# Inspire Investing, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1670139. Source: https://holderbook.com/funds/1670139-inspire-investing-llc/

- Reported value: $2.4B
- Positions: 1,266
- Weight of the ten largest: 19.0%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $107.8M | 285,495 | 4.4% | 33 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $71.9M | 67,536 | 3.0% | 30 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $70.2M | 232,671 | 2.9% | 35 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $41.2M | 233,467 | 1.7% | 33 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $34.6M | 203,686 | 1.4% | 7 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $31.4M | 138,221 | 1.3% | 12 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $29.8M | 218,045 | 1.2% | 1 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $29.1M | 334,724 | 1.2% | 20 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $24.7M | 25,253 | 1.0% | 35 |
| FORTINET INC | - | $22.9M | 148,936 | 0.9% | 3 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $21.5M | 64,299 | 0.9% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $21.4M | 60,680 | 0.9% | 5 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $20.8M | 15,046 | 0.9% | 20 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $20.7M | 94,834 | 0.9% | 12 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $19.3M | 30,253 | 0.8% | 10 |
| NORTHERN LTS FD TR IV | [IBD](https://holderbook.com/stocks/IBD/) | $18.3M | 768,594 | 0.8% | 35 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $17.7M | 280,710 | 0.7% | 35 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $16.4M | 13,923 | 0.7% | 1 |
| EMCOR GROUP INC | [EME](https://holderbook.com/stocks/EME/) | $16.3M | 19,648 | 0.7% | 20 |
| NORTHERN LTS FD TR IV | [WWJD](https://holderbook.com/stocks/WWJD/) | $16.2M | 424,886 | 0.7% | 27 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $15.6M | 335,547 | 0.6% | 33 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $15.2M | 628,888 | 0.6% | 6 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $13.8M | 26,700 | 0.6% | 6 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $12.8M | 24,571 | 0.5% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $12.6M | 107,824 | 0.5% | 5 |
| SIMON PPTY GROUP INC NEW | [SPG](https://holderbook.com/stocks/SPG/) | $12.3M | 54,819 | 0.5% | 35 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $12.1M | 70,885 | 0.5% | 35 |
| NORTHERN LTS FD TR IV | [PTL](https://holderbook.com/stocks/PTL/) | $12.0M | 42,022 | 0.5% | 9 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $11.9M | 10,473 | 0.5% | 28 |
| MSCI INC | [MSCI](https://holderbook.com/stocks/MSCI/) | $11.8M | 21,069 | 0.5% | 24 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $11.7M | 365,026 | 0.5% | 35 |
| OLD DOMINION FREIGHT LINE IN | [ODFL](https://holderbook.com/stocks/ODFL/) | $11.6M | 53,566 | 0.5% | 22 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $11.5M | 23,826 | 0.5% | 20 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $11.1M | 92,021 | 0.5% | 35 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $11.0M | 36,990 | 0.5% | 12 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $11.0M | 51,596 | 0.5% | 30 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $10.8M | 262,349 | 0.4% | 35 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $10.8M | 4,764 | 0.4% | 1 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $10.8M | 60,011 | 0.4% | 20 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $10.8M | 21,918 | 0.4% | 10 |
| NORTHERN LTS FD TR IV | [ISMD](https://holderbook.com/stocks/ISMD/) | $10.3M | 206,820 | 0.4% | 35 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $10.2M | 45,820 | 0.4% | 35 |
| CURTISS WRIGHT CORP | [CW](https://holderbook.com/stocks/CW/) | $9.9M | 13,120 | 0.4% | 22 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $9.8M | 12,383 | 0.4% | 20 |
| IDEXX LABS INC | [IDXX](https://holderbook.com/stocks/IDXX/) | $9.7M | 18,347 | 0.4% | 35 |
| TARGA RES CORP | [TRGP](https://holderbook.com/stocks/TRGP/) | $9.5M | 35,477 | 0.4% | 16 |
| TEXAS PACIFIC LAND CORPORATI | [TPL](https://holderbook.com/stocks/TPL/) | $9.3M | 21,357 | 0.4% | 4 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $9.1M | 99,870 | 0.4% | 35 |
| DIAMONDBACK ENERGY INC | [FANG](https://holderbook.com/stocks/FANG/) | $9.1M | 51,624 | 0.4% | 20 |
| STEEL DYNAMICS INC | [STLD](https://holderbook.com/stocks/STLD/) | $8.8M | 38,531 | 0.4% | 20 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $8.8M | 4,436 | 0.4% | 3 |
| ENTERGY CORP NEW | [ETR](https://holderbook.com/stocks/ETR/) | $8.8M | 76,355 | 0.4% | 35 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $8.8M | 99,838 | 0.4% | 1 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $8.4M | 85,422 | 0.3% | 35 |
| ROPER TECHNOLOGIES INC | [ROP](https://holderbook.com/stocks/ROP/) | $8.1M | 23,865 | 0.3% | 35 |
| ACM RESH INC | [ACMR](https://holderbook.com/stocks/ACMR/) | $8.0M | 62,959 | 0.3% | 4 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $7.9M | 83,998 | 0.3% | 20 |
| BWX TECHNOLOGIES INC | [BWXT](https://holderbook.com/stocks/BWXT/) | $7.5M | 38,623 | 0.3% | 11 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $7.5M | 38,705 | 0.3% | 32 |
| HUNT J B TRANS SVCS INC | [JBHT](https://holderbook.com/stocks/JBHT/) | $7.3M | 25,276 | 0.3% | 35 |
| UNITED THERAPEUTICS CORP DEL | [UTHR](https://holderbook.com/stocks/UTHR/) | $7.3M | 13,399 | 0.3% | 23 |
| EVERPURE INC | [P](https://holderbook.com/stocks/P/) | $7.1M | 90,337 | 0.3% | 6 |
| JABIL INC | [JBL](https://holderbook.com/stocks/JBL/) | $7.1M | 18,306 | 0.3% | 20 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $7.0M | 76,118 | 0.3% | 12 |
| SOUTHERN COPPER CORP | [SCCO](https://holderbook.com/stocks/SCCO/) | $7.0M | 40,026 | 0.3% | 24 |
| VENTAS INC | [VTR](https://holderbook.com/stocks/VTR/) | $7.0M | 78,449 | 0.3% | 20 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $6.8M | 30,308 | 0.3% | 3 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $6.8M | 26,000 | 0.3% | 35 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $6.8M | 52,137 | 0.3% | 35 |
| REINSURANCE GROUP AMER INC | [RGA](https://holderbook.com/stocks/RGA/) | $6.7M | 31,337 | 0.3% | 20 |
| NRG ENERGY INC | [NRG](https://holderbook.com/stocks/NRG/) | $6.6M | 45,062 | 0.3% | 8 |
| IRIDIUM COMMUNICATIONS INC | [IRDM](https://holderbook.com/stocks/IRDM/) | $6.6M | 119,707 | 0.3% | 22 |
| FAIR ISAAC CORP | [FICO](https://holderbook.com/stocks/FICO/) | $6.5M | 5,428 | 0.3% | 20 |
| AFFILIATED MANAGERS GROUP | [AMG](https://holderbook.com/stocks/AMG/) | $6.2M | 18,365 | 0.3% | 2 |
| CF INDUSTRIES HOLD | [CF](https://holderbook.com/stocks/CF/) | $6.2M | 57,015 | 0.3% | 16 |
| MUELLER INDS INC | [MLI](https://holderbook.com/stocks/MLI/) | $5.9M | 47,882 | 0.2% | 3 |
| FLOWSERVE CORP | [FLS](https://holderbook.com/stocks/FLS/) | $5.8M | 78,587 | 0.2% | 11 |
| FASTENAL CO | [FAST](https://holderbook.com/stocks/FAST/) | $5.8M | 120,765 | 0.2% | 35 |
| UBIQUITI INC | [UI](https://holderbook.com/stocks/UI/) | $5.7M | 10,740 | 0.2% | 3 |
| CRH PLC | [CRH](https://holderbook.com/stocks/CRH/) | $5.7M | 53,048 | 0.2% | 1 |
| NORTHERN LTS FD TR IV | [BIBL](https://holderbook.com/stocks/BIBL/) | $5.7M | 97,866 | 0.2% | 35 |
| SUPER MICRO COMPUTER INC | [SMCI](https://holderbook.com/stocks/SMCI/) | $5.6M | 191,662 | 0.2% | 7 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $5.5M | 21,296 | 0.2% | 15 |
| EXTRA SPACE STORAGE INC | [EXR](https://holderbook.com/stocks/EXR/) | $5.5M | 37,989 | 0.2% | 20 |
| DOVER CORP | [DOV](https://holderbook.com/stocks/DOV/) | $5.4M | 24,166 | 0.2% | 35 |
| ATMOS ENERGY CORP | [ATO](https://holderbook.com/stocks/ATO/) | $5.4M | 31,461 | 0.2% | 20 |
| INGERSOLL RAND INC | [IR](https://holderbook.com/stocks/IR/) | $5.4M | 65,618 | 0.2% | 4 |
| FIVE BELOW INC | [FIVE](https://holderbook.com/stocks/FIVE/) | $5.3M | 29,738 | 0.2% | 2 |
| PHOTRONICS INC | [PLAB](https://holderbook.com/stocks/PLAB/) | $5.2M | 160,990 | 0.2% | 15 |
| CENTERPOINT ENERGY INC | [CNP](https://holderbook.com/stocks/CNP/) | $5.2M | 118,752 | 0.2% | 35 |
| CARLISLE COS INC | [CSL](https://holderbook.com/stocks/CSL/) | $5.2M | 14,366 | 0.2% | 20 |
| ARROW ELECTRS INC | [ARW](https://holderbook.com/stocks/ARW/) | $5.2M | 24,333 | 0.2% | 20 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $5.2M | 1,617 | 0.2% | 35 |
| QUANTA SVCS INC | - | $5.1M | 7,061 | 0.2% | 1 |
| BRADY CORP | [BRC](https://holderbook.com/stocks/BRC/) | $5.1M | 55,489 | 0.2% | 22 |
| VALMONT INDS INC | [VMI](https://holderbook.com/stocks/VMI/) | $5.1M | 8,793 | 0.2% | 22 |
| OMEGA HEALTHCARE INVS INC | [OHI](https://holderbook.com/stocks/OHI/) | $5.1M | 106,461 | 0.2% | 20 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $5.1M | 22,684 | 0.2% | 34 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $4.9M | 19,389 | 0.2% | 12 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $4.9M | 20,816 | 0.2% | 20 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +17.7% | +14.8% | +2.8% | 99% |
| Q1 2026 | +3.3% | -4.6% | +7.9% | 98% |
| Q4 2025 | +0.4% | +2.4% | -1.9% | 99% |
| Q3 2025 | +8.9% | +7.8% | +1.1% | 100% |
| Q2 2025 | +7.7% | +10.5% | -2.7% | 100% |
| Q1 2025 | -3.7% | -4.6% | +0.8% | 100% |
| Q4 2024 | -6.8% | +2.1% | -8.9% | 100% |
| Q3 2024 | +7.1% | +5.4% | +1.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.4B | 1,266 |
| Q1 2026 | $1.7B | 1,108 |
| Q4 2025 | $1.1B | 1,111 |
| Q3 2025 | $1.0B | 846 |
| Q2 2025 | $918.0M | 824 |
| Q1 2025 | $841.3M | 800 |
| Q4 2024 | $893.6M | 824 |
| Q3 2024 | $977.5M | 827 |
| Q2 2024 | $867.6M | 802 |
| Q1 2024 | $977.4M | 792 |
| Q4 2023 | $909.3M | 785 |
| Q3 2023 | $783.2M | 791 |