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Inspire Trust Co, N.a.

Portfolio Manager
Inspire Trust Co, N.a.
Performance
-0.80% (2026 Q1)
AUM (13F)
$647.73M
# of Holdings
106
Performance Rank
Allocation (Top 20)
41.58%

Inspire Trust Co, N.a. Holdings Map

Top 50 Inspire Trust Co, N.a. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEMG
ISHARES CORE MSCI EMERGING
3.77%350.0K$24.4M
+21.04%(+60.83K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 235.0K shares2025-Q4: 289.2K shares2026-Q1: 350.0K shares
$64.49(+23.80%)
2026-03-31
IEFA
ISHARES TR CORE MSCI EAFE
3.62%259.0K$23.4M
+11.54%(+26.79K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 200.0K shares2025-Q4: 232.2K shares2026-Q1: 259.0K shares
$86.24(+12.82%)
2026-03-31
AVGO
BROADCOM INC.
2.78%58.2K$18.0M
+18.44%(+9.06K)
2025-Q1: 51.0K shares2025-Q2: 49.5K shares2025-Q3: 48.0K shares2025-Q4: 49.1K shares2026-Q1: 58.2K shares
$189.68(+90.03%)
2026-03-31
AAPL
APPLE INC.
2.67%68.1K$17.3M
+18.17%(+10.47K)
2025-Q1: 43.5K shares2025-Q2: 51.8K shares2025-Q3: 53.5K shares2025-Q4: 57.6K shares2026-Q1: 68.1K shares
$214.27(+44.03%)
2026-03-31
MSFT
MICROSOFT CORP.
2.62%45.8K$17.0M
+34.23%(+11.69K)
2025-Q1: 26.9K shares2025-Q2: 26.5K shares2025-Q3: 27.1K shares2025-Q4: 34.1K shares2026-Q1: 45.8K shares
$423.58(-7.81%)
2026-03-31
GOOG
ALPHABET INC. CLASS C
2.45%55.4K$15.9M
+7.41%(+3.82K)
2025-Q1: 32.2K shares2025-Q2: 55.2K shares2025-Q3: 56.2K shares2025-Q4: 51.6K shares2026-Q1: 55.4K shares
$171.80(+107.32%)
2026-03-31
IJT
ISHARES TR S&P SML 600 GWT
2.28%102.0K$14.8M
+4.08%(+4.00K)
2025-Q1: 63.0K shares2025-Q2: 75.0K shares2025-Q3: 85.0K shares2025-Q4: 98.0K shares2026-Q1: 102.0K shares
$128.31(+37.08%)
2026-03-31
CVX
CHEVRON CORP.
2.14%67.1K$13.9M
-8.73%(-6.42K)
2025-Q1: 53.0K shares2025-Q2: 41.0K shares2025-Q3: 64.5K shares2025-Q4: 73.5K shares2026-Q1: 67.1K shares
$153.23(+10.42%)
2026-03-31
NEE
NEXTERA ENERGY INC.
2.1%146.7K$13.6M
-5.97%(-9.32K)
2025-Q1: 124.5K shares2025-Q2: 143.0K shares2025-Q3: 160.0K shares2025-Q4: 156.0K shares2026-Q1: 146.7K shares
$67.85(+30.19%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MFG LTD AD
1.98%38.0K$12.8M
+8.57%(+3.00K)
2025-Q1: 11.0K shares2025-Q2: 35.0K shares2025-Q3: 35.0K shares2025-Q4: 35.0K shares2026-Q1: 38.0K shares
$201.65(+115.30%)
2026-03-31

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