1y return+28.3%S&P 500 +20.9%
3y return+52.5%S&P 500 +68.5%
5y return+40.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $213 against $280 in the S&P 500.2
Inspire Investing, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AVGOBroadcom Inc | $107.8M | 4.4% | +16.5% |
| CATCaterpillar Inc | $71.9M | 3.0% | +3.3% |
| KLACKla Corp | $70.2M | 2.9% | +941.1% |
| APHAmphenol Corp | $41.2M | 1.7% | +2.0% |
| ANETArista Networks Inc | $34.6M | 1.4% | +8.9% |
| WELLWelltower Inc | $31.4M | 1.3% | +38.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $29.8M | 1.2% | New |
| IBKRInteractive Brokers Group In | $29.1M | 1.2% | +37.4% |
| PHParker-hannifin Corp | $24.7M | 1.0% | +39.8% |
| Fortinet IncCUSIP 34959E113 | $22.9M | 0.9% | +348.8% |
| VRTVertiv Holdings Co | $21.5M | 0.9% | +19.7% |
| HDHome Depot Inc | $21.4M | 0.9% | +12.4% |
| MPWRMonolithic Pwr Sys Inc | $20.8M | 0.9% | +18.2% |
| PGRProgressive Corp | $20.7M | 0.9% | +10.0% |
| WDCWestern Digital Corp | $19.3M | 0.8% | +122.8% |
| IBDNorthern Lts Fd Tr Iv | $18.3M | 0.8% | −22.3% |
| FCXFreeport Mcmoran Inc | $17.7M | 0.7% | +26.3% |
| GEVGe Vernova Inc | $16.4M | 0.7% | New |
| EMEEmcor Group Inc | $16.3M | 0.7% | +9.9% |
| WWJDNorthern Lts Fd Tr Iv | $16.2M | 0.7% | +14.4% |
| SLBSlb Limited | $15.6M | 0.6% | +62.8% |
| SCHOSchwab Strategic Tr | $15.2M | 0.6% | −8.8% |
| APPApplovin Corp | $13.8M | 0.6% | +8.9% |
| Linde PLCCUSIP G54950103 | $12.8M | 0.5% | New |
| PLTRPalantir Technologies Inc | $12.6M | 0.5% | +16.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $107.8M |
| CIENCiena Corp | March 31, 2024 | +892.0% | $10.8M |
| WDCWestern Digital Corp | March 31, 2024 | +836.0% | $19.3M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $71.9M |
| URIUnited Rentals Inc | June 30, 2020 | +660.3% | $11.9M |
| APHAmphenol Corp | June 30, 2020 | +636.1% | $41.2M |
| EMEEmcor Group Inc | September 30, 2021 | +619.3% | $16.3M |
| IBKRInteractive Brokers Group In | September 30, 2021 | +458.5% | $29.1M |
| FCXFreeport Mcmoran Inc | June 30, 2020 | +443.6% | $17.7M |
| PHParker-hannifin Corp | June 30, 2020 | +433.7% | $24.7M |
Sold off last quarter
- FTNTFortinet Inc was $8.7M
- QCOMQualcomm Inc was $6.4M
- SEICSei Invts Co was $3.9M
- CMSCms Energy Corp was $3.6M
- GPIGroup 1 Automotive Inc was $3.0M
- Trane Technologies PLCCUSIP G8994E103 was $2.7M
- GRDNGuardian Pharmacy Svcs Inc was $1.9M
- Patria Investments LimitedCUSIP G69451105 was $1.8M
- TPCTutor Perini Corp was $1.8M
- Gigacloud Technology IncCUSIP G38644103 was $1.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.5% | +14.8% |
| March 31, 2026 | +3.2% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | +8.3% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −4.1% | −4.6% |
| December 31, 2024 | −2.6% | +2.1% |
| September 30, 2024 | +6.9% | +5.4% |
| June 30, 2024 | −2.9% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +4.0% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +6.8% | +7.1% |
| September 30, 2022 | −4.2% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | −7.5% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Inspire Investing, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1670139&type=13F-HR&dateb=&owner=include&count=40CIK 1670139
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1670139/000167013926000007/Filed August 12, 2026 · accession 0001670139-26-000007