Inspire Investing, LLC

Registered adviser

CIK

1670139

Location

MERIDIAN, ID

Portfolio Value

Mid $2,317,355,634

Diversification

Diversified

Filing Date

Global Rank

#1,446 / 8,818 ▲ 813 · as of Jun 2026

Top Industry

Semiconductors 7.7%

Period ended 28 days ago

Filed Oct 22, 2026 · 6d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 171988

Roster of Oct 1, 2026

Regulatory AUM

$3,962,234,942

Main clients

Registered funds and BDCs (63% of AUM)

Registered funds advised

9 series (7 index, 9 ETFs)

$1,996,697,998 net assets· N-CEN Nov 30, 2025

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$3,962,234,942	Registered funds and BDCs (63%)
Mar 2025 to Mar 2026	$2,856,919,716	Registered funds and BDCs (61%)
Apr 2024 to Feb 2025	$2,562,233,803	Registered funds and BDCs (55%)
May 2023 to Mar 2024	$2,031,677,896	Registered funds and BDCs (53%)
Mar 2023 to Apr 2023	$2,031,677,896	Registered funds and BDCs (53%)
Apr 2022 to Feb 2023	$1,984,837,665	Registered funds and BDCs (57%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Index-like

Index series hold 91.6% of the $1,996,697,998 in registered funds it advises (80%+), equal to 76.6% of its 13F equity book (50%+), across 1,227 stocks (100+), N-CEN as of 2025-11-30

Turnover

Medium turnover

74.5% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 15.5 quarters (12+), a floor since 30.2% of the book was already held when coverage starts

Closest benchmark: the Russell 1000 as of 2026-06-30, active share 77.6%; sector active share 23.2% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,283 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

4.3%

−0.2 pts

Top 5

13.1%

−1.4 pts

Top 10

18.7%

−2.1 pts

HHI

Diversified−10

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.6%	$685,203,629	208
Industrials	21.3%	$493,638,418	213
Financial Services	9.0%	$207,871,450	178
Healthcare	7.7%	$177,849,976	161
Energy	7.7%	$177,652,506	74
Real Estate	6.9%	$159,394,247	102
Consumer Cyclical	6.2%	$144,299,649	109
Basic Materials	4.1%	$94,317,010	69
Utilities	3.4%	$78,515,525	55
Consumer Defensive	2.1%	$47,649,405	56
Communication Services	1.2%	$26,895,839	32
Unclassified	1.0%	$24,067,980	26

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BCRX	Biocryst Pharmaceuticals Inc	+293,899	362,878	$3,022,773
APH	Amphenol Corp	+289,634	523,101	$44,097,414
DDD	3D Systems Corp	+176,584	176,661	$635,979
KOS	Kosmos Energy Ltd.	+170,398	496,529	$1,261,183
EYE	National Vision Holdings, Inc.	+150,341	186,510	$3,055,033
TNDM	Tandem Diabetes Care Inc	+138,998	183,095	$2,986,279
ENVX	Enovix Corp	+107,563	219,586	$636,799
VREX	Varex Imaging Corp	+102,455	168,685	$3,112,238
TE	T1 Energy Inc.	+93,038	165,763	$639,845
EPC	EDGEWELL PERSONAL CARE Co	+89,303	119,880	$3,234,362
EOSE	Eos Energy Enterprises, Inc.	+87,012	205,065	$628,524
VISN	Vistance Networks, Inc.	+85,771	182,456	$1,091,086
VMRK	Vivmark Residential	+81,535	153,038	$9,298,588
HUN	Huntsman CORP	+76,541	78,828	$662,155
PLUG	Plug Power Inc	+71,420	321,874	$624,435
GPK	Graphic Packaging Holding Co	+69,757	69,781	$631,518
—		+69,554	838,148	$0
VIAV	Viavi Solutions Inc.	+67,926	120,628	$5,056,725
ARRY	Array Technologies, Inc.	+64,062	156,577	$631,005
NTCT	Netscout Systems Inc	+63,339	78,887	$3,169,679
INDI	indie Semiconductor, Inc.	+59,711	215,492	$630,314
GE	General Electric Co	+56,003	56,018	$17,493,861
SMCI	Super Micro Computer, Inc.	+55,806	247,468	$10,163,510
AGNC	AGNC Investment Corp.	+54,303	112,241	$1,018,025
TROX	Tronox Holdings plc	+52,691	161,141	$636,506
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GERN	Geron Corp	−525,083	880	$1,082
SVC	Service Properties Trust	−365,899	99,953	$643,697
KMI	Kinder Morgan, Inc.	−240,122	124,904	$3,765,855
AIV	Apartment Investment & Management Co	−227,039	9	$17
QUAD	Quad/Graphics, Inc.	−223,657	69,023	$637,082
FCX	Freeport-Mcmoran Inc	−187,571	93,139	$6,519,730
IBKR	Interactive Brokers Group, Inc.	−178,661	156,063	$13,330,901
NUS	Nu Skin Enterprises, Inc.	−130,139	18	$81
MYGN	Myriad Genetics Inc	−119,715	2	$8
CLDT	Chatham Lodging Trust	−118,990	47,978	$641,945
AVAH	Aveanna Healthcare Holdings, Inc.	−108,429	177,987	$2,208,818
ADTN	ADTRAN Holdings, Inc.	−102,180	93,761	$641,325
SFD	Smithfield Foods Inc	−86,663	23,207	$434,435
SCHO	Schwab Short-Term U.S. Treasury ETF	−84,658	544,230	$12,985,327
INVH	Invitation Homes Inc.	−76,052	33,354	$878,210
ERII	Energy Recovery, Inc.	−75,704	1,028	$6,856
ST	Sensata Technologies Holding plc	−68,461	15,603	$648,460
BBW	Build-A-Bear Workshop Inc	−67,640	4,505	$112,940
TASK	TaskUs, Inc.	−67,186	80,316	$628,874
GTM	ZoomInfo Technologies Inc.	−64,520	167,953	$636,541
HNST	Honest Company, Inc.	−61,950	123,079	$631,395
DFIN	Donnelley Financial Solutions, Inc.	−59,513	13,624	$642,916
KMT	Kennametal Inc	−59,313	24,667	$758,263
ADM	Archer-Daniels-Midland Co	−55,916	4,083	$324,108
CAG	Conagra Brands Inc.	−52,793	26,968	$362,449
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
FTNT	Fortinet, Inc.	137,351	$24,552,864
PWR	Quanta Services, Inc.	7,543	$4,846,452
HALO	Halozyme Therapeutics, Inc.	28,340	$3,128,736
MITK	Mitek Systems Inc	180,948	$3,085,163
AGX	Argan Inc	8,077	$3,052,702
CASS	Cass Information Systems Inc	56,801	$3,024,653
VCTR	Victory Capital Holdings, Inc.	27,144	$3,002,126
EW	Edwards Lifesciences Corp	33,808	$2,918,306
OSCR	Oscar Health, Inc.	94,466	$2,913,331
CBRS	Cerebras Systems Inc.	15,420	$2,739,363
NVT	nVent Electric plc	16,353	$2,622,530
CTRI	Centuri Holdings, Inc.	130,113	$2,607,464
ATRO	Astronics Corp	38,394	$2,588,523
NXT	Nextpower Inc.	33,140	$2,582,600
CHEF	Chefs' Warehouse, Inc.	22,515	$2,525,507
PMTS	CPI Card Group Inc.	102,858	$2,521,049
HONA	Honeywell Aerospace Inc.	16,251	$2,518,417
RCMT	Rcm Technologies, Inc.	61,146	$2,487,419
INSW	International Seaways, Inc.	22,515	$2,479,802
LQDT	Liquidity Services Inc	57,591	$2,466,622
FUTU	Futu Holdings Ltd	22,278	$2,462,832
BIP	Brookfield Infrastructure Partners L.P.	69,204	$2,460,202
TCMD	Tactile Systems Technology Inc	110,205	$2,456,469
FIVN	Five9, Inc.	72,048	$2,450,352
RELY	Remitly Global, Inc.	114,471	$2,442,811
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CMCO	Columbus Mckinnon Corp	197,180	$2,983,333
IRWD	Ironwood Pharmaceuticals Inc	630,072	$2,652,603
ASTH	Astrana Health, Inc.	57,024	$2,646,483
EVER	EverQuote, Inc.	110,592	$2,630,983
SLDE	Slide Insurance Holdings, Inc.	134,568	$2,606,582
YOU	Clear Secure, Inc.	43,416	$2,419,573
MD	Pediatrix Medical Group, Inc.	94,392	$2,390,949
LIVN	LivaNova PLC	28,512	$2,344,541
BHC	Bausch Health Companies Inc.	467,640	$2,305,465
STLN	Starling Oncology, Inc.	424,008	$2,302,363
PAGS	PagSeguro Digital Ltd.	252,936	$2,289,070
CLS	Celestica Inc	6,048	$2,206,310
ESEA	Euroseas Ltd.	32,616	$2,164,723
ARCO	Arcos Dorados Holdings Inc.	263,088	$2,120,489
CPAC	Cementos Pacasmayo Saa	175,608	$2,100,271
CSTM	Constellium SE	65,664	$2,092,711
WT	WisdomTree, Inc.	121,824	$2,063,698
—		9,510	$1,987,019
LTRX	Lantronix Inc	335,880	$1,974,974
NEXA	Nexa Resources S.A.	156,600	$1,916,784
—		17,216	$1,235,082
—		2,740	$971,412
THC	Tenet Healthcare Corp	4,366	$816,791
GTES	Gates Industrial Corp Ltd.	27,460	$768,056
CPB	CAMPBELL'S Co	33,919	$755,376
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,283 tracked positions · $2,317,355,634 total · filing declares 1,285 positions · $2,373,255,996 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,283 positions by value · page 1 of 26

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	282,326	-3,169	$99,150,067	−8.1%	4.28%
CAT	Caterpillar Inc Industrials	Added	79,445	+11,909	$64,413,211	−10.4%	2.78%
KLAC	Kla Corp Technology	Added	272,985	+40,314	$53,212,966	−24.2%	2.30%
APH	Amphenol Corp Technology	Added	523,101	+289,634	$44,097,414	+7.1%	1.90%
ANET	Arista Networks, Inc. Technology	Added	208,895	+5,209	$42,528,933	+22.9%	1.84%
XOM	ExxonMobil Holdings Corp Energy	Reduced	205,513	-12,532	$33,447,240	+12.2%	1.44%
WELL	Welltower Inc. Real Estate	Reduced	129,215	-9,006	$29,750,461	−5.2%	1.28%
FTNT	Fortinet, Inc. Technology	NEW	137,351	NEW	$24,552,864	NEW	1.06%
PGR	Progressive Corp Financial Services	Added	104,928	+10,094	$21,752,623	+5.0%	0.94%
PLTR	Palantir Technologies Inc. Technology	Added	112,169	+4,345	$20,981,211	+66.8%	0.91%
PH	Parker-Hannifin Corp Industrials	Reduced	21,815	-3,438	$20,842,487	−15.6%	0.90%
VRT	Vertiv Holdings Co Industrials	Added	80,649	+16,350	$19,461,410	−9.6%	0.84%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	14,264	-782	$19,216,746	−7.6%	0.83%
GE	General Electric Co Industrials	Added	56,018	+56,003	$17,493,861	+312011.7%	0.75%
HD	Home Depot, Inc. Consumer Cyclical	Added	61,267	+587	$17,429,848	−18.6%	0.75%
SNDK	Sandisk Corp Technology	Added	9,095	+4,331	$15,824,299	+46.1%	0.68%
SLB	Slb Limited Energy	Reduced	313,433	-22,114	$15,270,455	−2.1%	0.66%
CTAS	Cintas Corp Industrials	Added	74,040	+3,155	$14,442,242	+19.8%	0.62%
EME	EMCOR Group, Inc. Industrials	Reduced	18,305	-1,343	$13,810,939	−15.3%	0.60%
GEV	GE Vernova Inc. Industrials	Added	14,114	+191	$13,415,215	−18.0%	0.58%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	156,063	-178,661	$13,330,901	−54.2%	0.58%
TER	Teradyne, Inc Technology	Added	33,057	+9,231	$13,252,881	+15.0%	0.57%
SCHO	Schwab Short-Term U.S. Treasury ETF	Reduced	544,230	-84,658	$12,985,327	−14.5%	0.56%
DLR	Digital Realty Trust, Inc. Real Estate	Added	72,214	+12,203	$12,675,723	+17.6%	0.55%
DVN	Devon Energy Corp Energy	Added	270,741	+8,392	$12,464,915	+15.0%	0.54%
FANG	Diamondback Energy, Inc. Energy	Added	66,947	+15,323	$12,305,528	+35.6%	0.53%
SPG	Simon Property Group Inc. Real Estate	Added	60,648	+5,829	$12,175,692	−0.7%	0.53%
RSG	Republic Services, Inc. Industrials	Added	56,947	+5,351	$11,951,466	+8.7%	0.52%
PCAR	Paccar Inc Industrials	Added	105,303	+13,282	$11,563,322	+4.6%	0.50%
URI	United Rentals, Inc. Industrials	Added	11,227	+754	$11,235,757	−5.3%	0.48%
TRGP	Targa Resources Corp. Energy	Added	41,115	+5,638	$11,113,795	+16.8%	0.48%
PTL	Inspire 500 ETF	Reduced	40,357	-1,665	$10,982,753	−8.6%	0.47%
LIN	Linde PLC Basic Materials	Reduced	22,801	-1,770	$10,822,494	−15.1%	0.47%
MRVL	Marvell Technology, Inc. Technology	Added	39,800	+2,810	$10,515,558	−4.6%	0.45%
SMCI	Super Micro Computer, Inc. Technology	Added	247,468	+55,806	$10,163,510	+80.8%	0.44%
MCHP	Microchip Technology Inc Technology	Added	127,575	+27,705	$9,921,507	+8.9%	0.43%
SCCO	Southern Copper Corp Basic Materials	Added	46,552	+6,526	$9,433,297	+35.2%	0.41%
APP	AppLovin Corp Communication Services	Added	32,117	+5,417	$9,327,740	−32.2%	0.40%
VMRK	Vivmark Residential Real Estate	Added	153,038	+81,535	$9,298,588	+91.4%	0.40%
PAYX	Paychex Inc Technology	Added	93,597	+8,175	$9,219,304	+9.8%	0.40%
IDXX	Idexx Laboratories Inc Healthcare	Reduced	17,533	-814	$9,155,557	−5.2%	0.40%
MSCI	MSCI Inc. Financial Services	Reduced	16,915	-4,154	$9,111,433	−22.8%	0.39%
CIEN	Ciena Corp Technology	Added	25,097	+3,179	$8,829,626	−17.9%	0.38%
NEE	Nextera Energy Inc Utilities	Added	116,385	+16,547	$8,814,999	+0.6%	0.38%
WDC	Western Digital Corp Technology	Reduced	18,983	-11,270	$8,627,014	−55.4%	0.37%
FIX	Comfort Systems USA Inc Industrials	Added	5,065	+629	$8,377,965	−4.7%	0.36%
VTR	Ventas, Inc. Real Estate	Added	97,457	+19,008	$8,285,794	+18.9%	0.36%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	29,817	-8,888	$8,016,300	+7.2%	0.35%
EHC	Encompass Health Corp Healthcare	Added	65,010	+25,878	$7,898,064	+99.7%	0.34%
CW	Curtiss Wright Corp Industrials	Added	14,440	+1,320	$7,852,760	−21.0%	0.34%

Showing the top 50 of 1,283 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.