2026 Q2 Portfolio Activity
In 2026 Q2, Inspire Investing, LLC maintained a portfolio of 1341 distinct positions. The most significant new addition was EXXON MOBIL CORP, now representing 1.22% of the total fund value. They heavily accumulated shares in BROADCOM INC, increasing the position by 1199.2%. The fund also reduced its exposure to NORTHERN LTS FD TR IV by 22.3%.
Position History
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Total Positions
1341
Quarter
2026 Q2
Top Holding
AVGO (4.4%)
Top 10 Concentration
19.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1341
Inspire Investing, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVGO
BROADCOM INC
|
Technology | 4.43% | 0.56% |
#1
29
Prev: #30
|
6.8 |
—
|
263,521 | 1199.2% |
P
S
|
285,495 | $107,845,917 |
$360.13
+2.7%
|
2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | ||
|
CAT
CATERPILLAR INC
|
Industrials | 2.95% | 2.71% |
#2
1
Prev: #1
|
5.2 |
—
|
20,977 | 45.1% |
P
S
|
67,536 | $71,918,650 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
KLAC
KLA CORP
|
Technology | 2.88% | 2.10% |
#3
1
Prev: #2
|
5.2 |
—
|
215,336 | 1242.2% |
P
S
|
232,671 | $70,199,167 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
APH
AMPHENOL CORP
|
Technology | 1.69% | 1.87% |
#4
Prev: #4
|
3.7 |
—
|
54,058 | 30.1% |
P
S
|
233,467 | $41,164,901 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.42% | 1.34% |
#5
1
Prev: #6
|
4.1 |
—
|
70,804 | 53.3% |
P
S
|
203,686 | $34,602,178 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WELL
WELLTOWER INC
|
Real Estate | 1.29% | 1.16% |
#6
1
Prev: #7
|
3.5 |
—
|
66,947 | 93.9% |
P
S
|
138,221 | $31,372,057 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.22% | — |
#7
Prev: #—
|
4.0 |
—
|
218,045 | — |
NEW
|
218,045 | $29,811,112 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 1.20% | 0.97% |
#8
3
Prev: #11
|
3.5 |
—
|
159,463 | 91.0% |
P
S
|
334,724 | $29,134,372 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 1.01% | 0.91% |
#9
5
Prev: #14
|
3.4 |
—
|
12,941 | 105.1% |
P
S
|
25,253 | $24,700,464 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
N/A
FORTINET INC
|
|
Unknown | 0.94% | — |
#10
Prev: #—
|
3.9 |
—
|
148,936 | — |
NEW
|
148,936 | $22,879,548 | — | 13F Filing | 2026-06-30 | 2026-08-12 | ||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.88% | 0.82% |
#11
4
Prev: #15
|
3.4 |
—
|
24,605 | 62.0% |
P
S
|
64,299 | $21,528,591 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.88% | 0.19% |
#12
106
Prev: #118
|
3.4 |
—
|
53,498 | 744.9% |
P
S
|
60,680 | $21,400,622 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MPWR
MONOLITHIC PWR ...
|
Technology | 0.85% | 0.96% |
#13
1
Prev: #12
|
2.8 |
—
|
4,374 | 41.0% |
P
S
|
15,046 | $20,798,989 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.85% | 0.95% |
#14
1
Prev: #13
|
3.3 |
—
|
36,585 | 62.8% |
P
S
|
94,834 | $20,716,487 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WDC
WESTERN DIGITAL...
|
Technology | 0.79% | 0.03% |
#15
731
Prev: #746
|
3.3 |
—
|
28,946 | 2214.7% |
P
S
|
30,253 | $19,323,196 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IBD
NORTHERN LTS FD...
|
ETF | 0.75% | 1.94% |
#16
13
Prev: #3
|
0.3 |
—
|
-220,128 | -22.3% |
P
S
|
768,594 | $18,269,479 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FCX
FREEPORT MCMORA...
|
Basic Materials | 0.73% | 0.70% |
#17
2
Prev: #19
|
3.3 |
—
|
136,407 | 94.5% |
P
S
|
280,710 | $17,653,848 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.67% | — |
#18
Prev: #—
|
3.8 |
—
|
13,923 | — |
NEW
|
13,923 | $16,357,576 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
EME
EMCOR GROUP INC
|
Industrials | 0.67% | 0.97% |
#19
9
Prev: #10
|
2.8 |
—
|
3,707 | 23.3% |
P
S
|
19,648 | $16,305,482 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WWJD
NORTHERN LTS FD...
|
Bond/Debt | 0.67% | 1.14% |
#20
12
Prev: #8
|
2.3 |
—
|
53,359 | 14.4% |
P
S
|
424,886 | $16,200,885 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SLB
SLB LIMITED
|
Energy | 0.64% | 0.57% |
#21
6
Prev: #27
|
3.3 |
—
|
199,915 | 147.4% |
P
S
|
335,547 | $15,599,562 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 0.62% | 1.38% |
#22
17
Prev: #5
|
0.7 |
—
|
-60,470 | -8.8% |
P
S
|
628,888 | $15,181,356 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 0.57% | 0.42% |
#23
21
Prev: #44
|
3.2 |
—
|
13,807 | 107.1% |
P
S
|
26,700 | $13,756,500 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.52% | — |
#24
Prev: #—
|
3.7 |
—
|
24,571 | — |
NEW
|
24,571 | $12,750,875 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.52% | 0.02% |
#25
809
Prev: #834
|
3.2 |
—
|
106,355 | 7240.0% |
P
S
|
107,824 | $12,579,852 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SPG
SIMON PPTY GROU...
|
Real Estate | 0.50% | 0.52% |
#26
7
Prev: #33
|
3.2 |
—
|
20,727 | 60.8% |
P
S
|
54,819 | $12,260,237 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CTAS
CINTAS CORP
|
Industrials | 0.50% | 0.64% |
#27
7
Prev: #20
|
3.2 |
—
|
24,677 | 53.4% |
P
S
|
70,885 | $12,056,144 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PTL
NORTHERN LTS FD...
|
ETF | 0.49% | 0.80% |
#28
12
Prev: #16
|
2.2 |
—
|
3,409 | 8.8% |
P
S
|
42,022 | $12,022,066 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 0.49% | 0.39% |
#29
21
Prev: #50
|
3.2 |
—
|
3,984 | 61.4% |
P
S
|
10,473 | $11,864,634 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MSCI
MSCI INC
|
Financial Services | 0.48% | 0.53% |
#30
2
Prev: #32
|
3.2 |
—
|
9,142 | 76.6% |
P
S
|
21,069 | $11,799,483 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
KMI
KINDER MORGAN I...
|
Energy | 0.48% | 0.60% |
#31
7
Prev: #24
|
3.2 |
—
|
146,281 | 66.9% |
P
S
|
365,026 | $11,669,881 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ODFL
OLD DOMINION FR...
|
Industrials | 0.48% | 0.58% |
#32
7
Prev: #25
|
2.7 |
—
|
17,548 | 48.7% |
P
S
|
53,566 | $11,602,396 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TER
TERADYNE INC
|
Technology | 0.47% | 0.39% |
#33
16
Prev: #49
|
2.7 |
—
|
7,739 | 48.1% |
P
S
|
23,826 | $11,527,972 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PCAR
PACCAR INC
|
Industrials | 0.45% | 0.52% |
#34
Prev: #34
|
3.2 |
—
|
37,340 | 68.3% |
P
S
|
92,021 | $11,053,509 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.45% | 0.03% |
#35
706
Prev: #741
|
3.2 |
—
|
33,244 | 887.5% |
P
S
|
36,990 | $11,018,824 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
RSG
REPUBLIC SVCS I...
|
Industrials | 0.45% | 0.56% |
#36
7
Prev: #29
|
3.2 |
—
|
20,468 | 65.8% |
P
S
|
51,596 | $10,994,076 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DVN
DEVON ENERGY CO...
|
Energy | 0.45% | 0.25% |
#37
39
Prev: #76
|
3.2 |
—
|
201,484 | 331.0% |
P
S
|
262,349 | $10,840,261 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SNDK
SANDISK CORP
|
Technology | 0.45% | — |
#38
Prev: #—
|
3.7 |
—
|
4,764 | — |
NEW
|
4,764 | $10,832,050 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DLR
DIGITAL RLTY TR...
|
Real Estate | 0.44% | 0.52% |
#39
4
Prev: #35
|
3.2 |
—
|
25,197 | 72.4% |
P
S
|
60,011 | $10,776,700 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CIEN
CIENA CORP
|
Technology | 0.44% | 0.43% |
#40
Prev: #40
|
3.2 |
—
|
8,360 | 61.7% |
P
S
|
21,918 | $10,752,094 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ISMD
NORTHERN LTS FD...
|
ETF | 0.42% | 0.62% |
#41
19
Prev: #22
|
2.2 |
—
|
16,965 | 8.9% |
P
S
|
206,820 | $10,340,365 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NUE
NUCOR CORP
|
Basic Materials | 0.42% | 0.34% |
#42
14
Prev: #56
|
3.2 |
—
|
21,660 | 89.7% |
P
S
|
45,820 | $10,206,385 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CW
CURTISS WRIGHT ...
|
Industrials | 0.41% | 0.63% |
#43
22
Prev: #21
|
2.2 |
—
|
1,836 | 16.3% |
P
S
|
13,120 | $9,941,811 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 0.40% | 0.62% |
#44
21
Prev: #23
|
2.7 |
—
|
2,100 | 20.4% |
P
S
|
12,383 | $9,841,885 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IDXX
IDEXX LABS INC
|
Healthcare | 0.40% | 0.57% |
#45
17
Prev: #28
|
2.7 |
—
|
6,081 | 49.6% |
P
S
|
18,347 | $9,658,521 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TRGP
TARGA RES CORP
|
Energy | 0.39% | 0.43% |
#46
4
Prev: #42
|
3.2 |
—
|
14,774 | 71.4% |
P
S
|
35,477 | $9,512,677 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TPL
TEXAS PACIFIC L...
|
Energy | 0.38% | 0.72% |
#47
30
Prev: #17
|
2.2 |
—
|
2,853 | 15.4% |
P
S
|
21,357 | $9,346,677 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MCHP
MICROCHIP TECHN...
|
Technology | 0.37% | 0.43% |
#48
9
Prev: #39
|
2.6 |
—
|
18,312 | 22.5% |
P
S
|
99,870 | $9,108,144 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FANG
DIAMONDBACK ENE...
|
Energy | 0.37% | 0.43% |
#49
6
Prev: #43
|
3.1 |
—
|
25,483 | 97.5% |
P
S
|
51,624 | $9,074,494 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
STLD
STEEL DYNAMICS ...
|
Basic Materials | 0.36% | 0.25% |
#50
32
Prev: #82
|
3.1 |
—
|
21,905 | 131.8% |
P
S
|
38,531 | $8,841,238 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-50 of 1341 holdings