Inspire Investing, LLC

CIK 0001670139 · Q2 2026

13F Equity AUM

$2.4B

+136.4% QoQ

Positions

1,175

+130 QoQ

AUM Rank

#2,129

Top 17%

Skill Alpha (FF)

-1.2%/yr^ns

No Clear Edge

Rank #4,676 · Top 56%

vs S&P -2.8%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 13.4%Top 10: 19.1%Top 20: 26.8%

AVGO4.4%

CAT3.0%

KLAC2.9%

APH1.7%

ANET1.4%

WELL1.3%

XOM1.2%

IBKR1.2%

PH1.0%

FTNT0.9%

Others (1165)81.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology27.1%

Industrials19.7%

Financial Services13.5%

Energy7.2%

Consumer Cyclical6.4%

Healthcare6.4%

Real Estate6.4%

Basic Materials5.1%

Other8.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1175Median: 0.03%Avg: 0.09%

0–0.5%

1149(69.8%)

0.5–1%

17(12.1%)

1–3%

8(13.7%)

3–5%

1(4.4%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,175vs 20 funds

0%Low

1,175

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New232Increased718Decreased219Exited75

New Positions

XOM1.2%

+218K

GEV0.7%

+14K

LIN0.5%

+25K

SNDK0.5%

+5K

NEE0.4%

+100K

CRH.L0.2%

+53K

QUANTA SVCS INC0.2%

+7K

ALAB0.2%

+10K

MMM0.2%

+27K

FDX0.1%

+12K

Increased

TLS0.1%

+519K(+421%)

DH0.0%

+427K(+91%)

KMI0.5%

+271K(+288%)

GEVO0.0%

+268K(+141%)

IBKR1.2%

+266K(+390%)

SLB0.6%

+265K(+376%)

VERI0.0%

+233K(+86%)

KLAC2.9%

+228K(+4541%)

DVN0.5%

+203K(+345%)

FCX0.7%

+203K(+260%)

Decreased

IBD0.8%

-220,128(-22%)

AVO0.0%

-111,023(-66%)

HLF0.0%

-88,153(-62%)

G3V0.0%

-85,998(-66%)

KOPN0.0%

-85,643(-36%)

MYE0.0%

-85,371(-81%)

NESR0.0%

-79,723(-78%)

KE0.0%

-65,973(-71%)

SCHO0.6%

-60,470(-9%)

AGILON HEALTH INC0.0%

-57,946(-90%)

Exited

FTNT

-106,964

QCOM

-47,107

GPI

-9,048

-6,500

PAX

-143,727

GRDN

-49,565

-30,605

CWCO

-52,813

TPC

-23,262

GLOBAL INDUSTRIAL CO…

-54,056

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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