Inspire Advisors, LLC

CIK

1810558

Location

Meridian, ID

Portfolio Value

Small $377,971,844

Diversification

Diversified

Filing Date

Global Rank

#3,062 / 8,622 ▲ 172 · as of Mar 2026

Top Industry

Banks - Regional 8.8%

3Y Alpha vs SPY

-5.5%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+50.8%

SPY

+67.9%

Annualised alpha

-4.2%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

451 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.5%

+0.4 pts

Top 5

9.0%

+0.1 pts

Top 10

14.1%

−0.4 pts

HHI

Diversified−3

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.0%	$79,262,736	83
Financial Services	14.4%	$54,510,235	53
Industrials	12.5%	$47,243,910	68
Consumer Cyclical	8.9%	$33,704,371	43
Energy	8.8%	$33,198,996	41
Utilities	7.4%	$27,817,563	29
Healthcare	6.6%	$24,851,626	44
Consumer Defensive	5.9%	$22,423,214	24
Unclassified	5.5%	$20,837,282	12
Basic Materials	4.9%	$18,622,174	29
Communication Services	2.2%	$8,331,571	13
Real Estate	1.9%	$7,168,166	12

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FSCO	FS Credit Opportunities Corp.	+132,212	169,869	$866,331
VECO	Veeco Instruments Inc	+77,579	91,440	$3,096,158
VSAT	Viasat Inc	+60,827	70,576	$3,232,380
SGOL	abrdn Gold ETF Trust	+29,818	300,479	$13,407,372
SIGA	Siga Technologies Inc	+24,056	40,823	$218,403
WTTR	Select Water Solutions, Inc.	+23,638	46,141	$705,957
NEOG	Neogen Corp	+23,521	56,747	$527,179
HDSN	Hudson Technologies Inc /Ny	+21,710	36,406	$214,067
ARHS	Arhaus, Inc.	+19,704	30,147	$204,396
WTRG	Essential Utilities, Inc.	+18,133	73,708	$2,968,221
B	Barrick Mining Corp	+17,740	35,638	$1,453,674
QCOM	Qualcomm Inc/De	+17,431	28,336	$3,649,110
JOBY	Joby Aviation, Inc.	+17,284	28,933	$238,986
DOC	Healthpeak Properties, Inc.	+16,173	69,180	$1,136,627
UPBD	Upbound Group, Inc.	+13,508	146,577	$2,645,714
INMD	InMode Ltd.	+13,321	104,065	$1,423,609
KD	Kyndryl Holdings, Inc.	+11,538	25,034	$328,446
KLAR	Klarna Group plc	+11,016	22,932	$300,179
FSK	FS KKR Capital Corp	+9,949	212,175	$2,159,941
SMCI	Super Micro Computer, Inc.	+8,109	19,416	$442,102
TTD	Trade Desk, Inc.	+7,572	32,142	$729,301
ICL	ICL Group Ltd.	+5,690	97,768	$506,438
ICE	Intercontinental Exchange, Inc.	+5,645	9,413	$1,480,476
D	Dominion Energy, Inc	+5,506	19,809	$1,224,592
NVDA	Nvidia Corp	+5,483	24,080	$4,199,552
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
COHR	Coherent Corp.	−23,835	1,127	$268,462
XIFR	XPLR Infrastructure, LP	−17,282	32,121	$341,125
BKU	BankUnited, Inc.	−17,219	60,868	$2,748,798
FNB	Fnb Corp/Pa/	−16,440	12,463	$208,381
PLTR	Palantir Technologies Inc.	−15,898	12,414	$1,815,919
NJR	New Jersey Resources Corp	−15,481	56,595	$3,108,197
COLB	Columbia Banking System, Inc.	−14,920	102,164	$2,802,358
AUB	Atlantic Union Bankshares Corp	−14,634	76,855	$2,746,797
WTI	W&T Offshore Inc	−13,561	83,957	$286,293
DDOG	Datadog, Inc.	−13,537	9,274	$1,094,795
RF	Regions Financial Corp	−11,512	109,237	$2,853,270
SNOW	Snowflake Inc.	−10,777	1,560	$235,279
SFNC	Simmons First National Corp	−10,669	141,890	$2,759,760
HUN	Huntsman CORP	−10,549	19,337	$257,375
ET	Energy Transfer LP	−10,150	71,568	$1,381,262
LCII	Lci Industries	−9,241	21,933	$2,697,320
SID	National Steel Co	−9,128	83,853	$103,977
GGB	Gerdau S.A.	−8,999	36,250	$130,862
AVAL	Grupo Aval Acciones Y Valores S.A.	−8,609	32,893	$144,729
BG	Bunge Global SA	−8,210	27,978	$3,558,801
VISN	Vistance Networks, Inc.	−7,230	40,339	$734,169
ADM	Archer-Daniels-Midland Co	−6,371	56,491	$4,106,330
FRME	First Merchants Corp	−6,165	71,916	$2,785,306
MANH	Manhattan Associates Inc	−5,438	6,569	$874,465
UNFI	United Natural Foods Inc	−5,349	16,395	$738,758
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PLAB	Photronics Inc	75,066	$3,033,417
PDFS	Pdf Solutions Inc	84,169	$2,753,167
ACLS	Axcelis Technologies Inc	29,411	$2,737,575
PATH	UiPath, Inc.	169,679	$1,883,436
PI	Impinj Inc	15,672	$1,609,514
MDB	MongoDB, Inc.	6,507	$1,592,718
EW	Edwards Lifesciences Corp	12,329	$987,306
STLD	Steel Dynamics Inc	3,776	$679,680
APA	APA Corp	15,433	$654,976
W	Wayfair Inc.	8,655	$650,942
CALM	Cal-Maine Foods Inc	8,219	$650,533
DAWN	Day One Biopharmaceuticals, Inc.	23,681	$507,720
MRVL	Marvell Technology, Inc.	5,071	$502,282
CPK	Chesapeake Utilities Corp	3,971	$501,815
ED	Consolidated Edison Inc	4,129	$467,320
EIX	Edison International	6,299	$460,960
FAST	Fastenal Co	9,453	$438,619
CASY	Caseys General Stores Inc	602	$438,171
GLDM	World Gold Trust	4,102	$380,214
BE	Bloom Energy Corp	2,692	$364,739
U	Unity Software Inc.	16,544	$362,975
NOG	Northern Oil & Gas, Inc.	12,322	$360,172
GILD	Gilead Sciences, Inc.	2,340	$326,125
VNOM	Viper Energy, Inc.	6,921	$325,217
CSWC	Capital Southwest Corp	14,608	$323,128
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ACMR	ACM Research, Inc.	71,067	$2,803,593
RBRK	Rubrik, Inc.	34,352	$2,627,240
GWRE	Guidewire Software, Inc.	12,469	$2,506,393
BBAI	BigBear.ai Holdings, Inc.	417,481	$2,254,397
ZS	Zscaler, Inc.	9,899	$2,226,483
CRWV	CoreWeave, Inc.	23,445	$1,678,896
ITT	Itt Inc.	5,847	$1,014,512
MDLZ	Mondelez International, Inc.	16,910	$910,265
ATR	Aptargroup, Inc.	7,398	$902,260
EPAM	EPAM Systems, Inc.	3,911	$801,285
MDU	Mdu Resources Group Inc	30,798	$601,176
PHM	Pultegroup Inc/Mi/	4,918	$576,684
IP	International Paper Co /New/	13,914	$548,072
OGE	Oge Energy Corp.	12,259	$523,459
SFM	Sprouts Farmers Market, Inc.	6,512	$518,811
EMBC	Embecta Corp.	41,006	$487,151
VST	Vistra Corp.	2,601	$419,619
IDCC	InterDigital, Inc.	1,203	$383,011
GEHC	GE HealthCare Technologies Inc.	4,576	$375,323
PWR	Quanta Services, Inc.	731	$308,525
BRKR	Bruker Corp	6,473	$304,943
GKOS	GLAUKOS Corp	2,645	$298,646
SPNT	SiriusPoint Ltd	13,639	$298,557
OSW	ONESPAWORLD HOLDINGS Ltd	14,362	$297,867
QTWO	Q2 Holdings, Inc.	3,750	$270,600
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

451 tracked positions · $377,971,844 total · as of Mar 31, 2026

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

Showing 1–50 of 451 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SGOL	abrdn Gold ETF Trust	Added	300,479	+29,818	$13,407,372	+20.6%	3.55%
AAPL	Apple Inc. Technology	Added	22,936	+595	$5,820,927	−4.2%	1.54%
CAT	Caterpillar Inc Industrials	Reduced	7,781	-157	$5,512,527	+21.2%	1.46%
XOM	ExxonMobil Holdings Corp Energy	Reduced	29,836	-2,070	$5,061,975	+31.8%	1.34%
NVDA	Nvidia Corp Technology	Added	24,080	+5,483	$4,199,552	+21.1%	1.11%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Reduced	56,491	-6,371	$4,106,330	+13.6%	1.09%
UPS	United Parcel Service Inc Industrials	Reduced	41,581	-3,313	$4,090,738	−8.1%	1.08%
STNG	Scorpio Tankers Inc. Energy	Reduced	50,180	-3,663	$3,746,438	+36.9%	0.99%
QCOM	Qualcomm Inc/De Technology	Added	28,336	+17,431	$3,649,110	+95.6%	0.97%
BG	Bunge Global SA Consumer Defensive	Reduced	27,978	-8,210	$3,558,801	+10.4%	0.94%
OZK	Bank OZK Financial Services	Reduced	75,927	-4,795	$3,484,290	−6.2%	0.92%
VSAT	Viasat Inc Technology	Added	70,576	+60,827	$3,232,380	+862.2%	0.86%
EVRG	Evergy, Inc. Utilities	Reduced	38,489	-2,337	$3,153,018	+6.5%	0.83%
NJR	New Jersey Resources Corp Utilities	Reduced	56,595	-15,481	$3,108,197	−6.5%	0.82%
VECO	Veeco Instruments Inc Technology	Added	91,440	+77,579	$3,096,158	+681.6%	0.82%
OGS	ONE Gas, Inc. Utilities	Reduced	35,664	-1,869	$3,071,740	+5.9%	0.81%
PLAB	Photronics Inc Technology	NEW	75,066	NEW	$3,033,417	NEW	0.80%
WTRG	Essential Utilities, Inc. Utilities	Added	73,708	+18,133	$2,968,221	+39.2%	0.79%
GPC	Genuine Parts Co Consumer Cyclical	Added	28,008	+1,105	$2,961,846	−10.5%	0.78%
OXM	Oxford Industries Inc Consumer Cyclical	Added	75,055	+1,490	$2,890,368	+14.9%	0.76%
RF	Regions Financial Corp Financial Services	Reduced	109,237	-11,512	$2,853,270	−12.8%	0.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,846	+2,532	$2,835,839	+947.3%	0.75%
COLB	Columbia Banking System, Inc. Financial Services	Reduced	102,164	-14,920	$2,802,358	−14.4%	0.74%
FRME	First Merchants Corp Financial Services	Reduced	71,916	-6,165	$2,785,306	−4.8%	0.74%
RBCAA	Republic Bancorp Inc /Ky/ Financial Services	Reduced	39,141	-3,045	$2,761,397	−5.1%	0.73%
SFNC	Simmons First National Corp Financial Services	Reduced	141,890	-10,669	$2,759,760	−4.0%	0.73%
ES	Eversource Energy Utilities	Reduced	39,815	-3,010	$2,758,383	−4.3%	0.73%
PDFS	Pdf Solutions Inc Technology	NEW	84,169	NEW	$2,753,167	NEW	0.73%
BKU	BankUnited, Inc. Financial Services	Reduced	60,868	-17,219	$2,748,798	−21.0%	0.73%
AUB	Atlantic Union Bankshares Corp Financial Services	Reduced	76,855	-14,634	$2,746,797	−14.9%	0.73%
ACLS	Axcelis Technologies Inc Technology	NEW	29,411	NEW	$2,737,575	NEW	0.72%
LCII	Lci Industries Consumer Cyclical	Reduced	21,933	-9,241	$2,697,320	−28.7%	0.71%
PB	Prosperity Bancshares Inc Financial Services	Added	40,037	+1,771	$2,689,685	+1.7%	0.71%
UPBD	Upbound Group, Inc. Technology	Added	146,577	+13,508	$2,645,714	+13.2%	0.70%
RLI	Rli Corp Financial Services	Reduced	45,684	-1,793	$2,605,815	−14.2%	0.69%
MSFT	Microsoft Corp Technology	Added	6,693	+1,329	$2,477,547	−4.5%	0.66%
CAG	Conagra Brands Inc. Consumer Defensive	Reduced	151,669	-5,063	$2,384,236	−12.1%	0.63%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	21,408	+4,568	$2,317,416	+37.8%	0.61%
VZ	Verizon Communications Inc Communication Services	Added	44,963	+3,304	$2,257,142	+33.0%	0.60%
AVGO	Broadcom Inc. Technology	Added	7,274	+2,406	$2,251,375	+33.6%	0.60%
FIVE	Five Below, Inc Consumer Cyclical	Added	9,654	+423	$2,205,745	+26.9%	0.58%
FSK	FS KKR Capital Corp Financial Services	Added	212,175	+9,949	$2,159,941	−27.9%	0.57%
EPD	Enterprise Products Partners L.P. Energy	Reduced	54,808	-262	$2,073,934	+17.5%	0.55%
GLD	Spdr Gold Trust	Reduced	4,803	-84	$2,066,682	+6.7%	0.55%
IBKR	Interactive Brokers Group, Inc. Financial Services	Added	29,195	+205	$1,958,108	+5.0%	0.52%
APH	Amphenol Corp /De/ Technology	Added	15,239	+1,463	$1,925,447	+3.4%	0.51%
PATH	UiPath, Inc. Technology	NEW	169,679	NEW	$1,883,436	NEW	0.50%
INCY	Incyte Corp Healthcare	Added	19,955	+1,116	$1,878,164	+0.9%	0.50%
PLTR	Palantir Technologies Inc. Technology	Reduced	12,414	-15,898	$1,815,919	−63.9%	0.48%
WMT	Walmart Inc. Consumer Defensive	Added	13,697	+1,792	$1,702,263	+28.3%	0.45%

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.