INSPIRE TRUST CO, N.A.

Bank

CIK

1993352

Location

RENO, NV

Portfolio Value

Small $541,125,151

Diversification

Diversified

Filing Date

Global Rank

#2,205 / 8,232 ▲ 231

Top Industry

Semiconductors 5.8%

3Y Alpha vs SPY

-4.9%

Period ended 2 months ago

Filed May 12, 2026 · 32d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+38.9%

SPY

+52.9%

Annualised alpha

-4.9%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

3.3%

−0.0 pts

Top 5

14.7%

+0.3 pts

Top 10

25.6%

+1.0 pts

HHI

144

Diversified+4

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.9%	$107,792,223	12
Financial Services	16.3%	$88,077,921	14
Industrials	12.1%	$65,316,803	10
Energy	8.8%	$47,577,252	8
Consumer Cyclical	8.7%	$46,853,017	10
Healthcare	8.3%	$44,710,205	8
Utilities	6.1%	$33,057,860	6
Communication Services	5.6%	$30,295,450	6
Real Estate	5.3%	$28,734,391	9
Consumer Defensive	4.7%	$25,167,397	6
Basic Materials	3.5%	$18,673,203	5
Unclassified	0.9%	$4,869,429	2

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
UBS	UBS Group AG	+30,000	160,000	$6,251,200
ORCL	Oracle Corp	+25,531	63,531	$9,346,045
TFC	Truist Financial Corp	+15,000	131,000	$6,022,070
GIS	General Mills Inc	+15,000	75,000	$2,791,500
PFE	Pfizer Inc	+12,000	162,000	$4,548,960
MSFT	Microsoft Corp	+11,687	45,825	$16,963,040
FIS	Fidelity National Information Services, Inc.	+11,000	87,000	$4,081,170
MDT	Medtronic plc	+10,500	69,000	$5,978,850
AAPL	Apple Inc.	+10,466	68,052	$17,270,917
APTV	Aptiv PLC	+10,000	50,000	$3,472,000
DIS	Walt Disney Co	+10,000	62,000	$5,975,560
AVGO	Broadcom Inc.	+9,058	58,179	$18,006,982
V	Visa Inc.	+9,043	35,563	$10,748,561
MMM	3M Co	+9,000	46,000	$6,680,580
JPM	Jpmorgan Chase & Co	+8,608	41,608	$12,239,409
J	Jacobs Solutions Inc.	+8,000	51,500	$6,554,920
MS	Morgan Stanley	+7,981	44,000	$7,241,080
DXCM	Dexcom Inc	+7,961	65,000	$4,082,000
IBM	International Business Machines Corp	+6,500	28,800	$6,980,832
TJX	Tjx Companies Inc /De/	+6,068	34,203	$5,462,219
BA	Boeing Co	+6,000	25,500	$5,075,265
STT	State Street Corp	+6,000	50,000	$6,328,000
UPS	United Parcel Service Inc	+6,000	54,000	$5,312,520
VRSK	Verisk Analytics, Inc.	+5,500	19,500	$3,700,125
CSCO	Cisco Systems, Inc.	+5,186	85,186	$6,609,581
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−30,000	214,000	$6,203,860
TGT	Target Corp	−28,500	45,500	$5,514,600
VZ	Verizon Communications Inc	−25,000	122,000	$6,124,400
WMB	Williams Companies, Inc.	−12,000	102,500	$7,459,950
SLV	iShares Silver Trust	−11,500	53,500	$3,645,490
NEE	Nextera Energy Inc	−9,321	146,679	$13,623,545
OXY	Occidental Petroleum Corp /De/	−9,000	110,000	$7,150,000
B	Barrick Mining Corp	−8,000	50,700	$2,068,053
O	Realty Income Corp	−7,000	34,000	$2,080,120
UNP	Union Pacific Corp	−6,462	15,738	$3,818,353
CVX	Chevron Corp	−6,420	67,080	$13,878,852
FCX	Freeport-Mcmoran Inc	−6,000	49,000	$2,880,220
OGE	Oge Energy Corp.	−6,000	132,000	$6,330,720
SPY	Spdr S&P 500 ETF Trust	−5,989	1,882	$1,223,939
SLB	Slb Limited/Nv	−5,000	147,500	$7,580,025
BALL	BALL Corp	−5,000	67,000	$3,960,370
D	Dominion Energy, Inc	−4,000	34,000	$2,101,880
OKE	Oneok Inc /New/	−4,000	20,000	$1,807,800
UDR	UDR, Inc.	−4,000	52,000	$1,756,560
PEG	Public Service Enterprise Group Inc	−4,000	23,000	$1,861,850
CCI	Crown Castle Inc.	−3,500	24,500	$1,992,095
EOG	Eog Resources Inc	−3,500	14,500	$2,096,265
DUK	Duke Energy CORP	−3,000	16,000	$2,095,040
CNQ	Canadian Natural Resources Ltd	−3,000	32,000	$1,559,360
MSGS	Madison Square Garden Sports Corp.	−2,500	8,500	$2,731,900
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SPOT	Spotify Technology S.A.	10,000	$4,849,100
WFC	Wells Fargo & Company/Mn	45,000	$3,582,450
BLK	BlackRock, Inc.	3,611	$3,472,734
BX	Blackstone Inc.	11,700	$1,345,383
ARES	Ares Management Corp	10,500	$1,145,550
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
DVN	Devon Energy Corp/De	114,000	$4,175,820
MOS	Mosaic Co	139,380	$3,357,664
OWL	Blue Owl Capital Inc.	76,000	$1,135,440
ARE	Alexandria Real Estate Equities, Inc.	23,000	$1,125,620
NVO	Novo Nordisk A S	20,000	$1,017,600
NVDA	Nvidia Corp	4,539	$846,523
FMC	Fmc Corp	40,000	$554,800
META	Meta Platforms, Inc.	451	$297,700
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

96 positions · $541,125,151 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 96 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Added	58,179	+9,058	$18,006,982	+5.9%	3.33%
AAPL	Apple Inc. Technology	Added	68,052	+10,466	$17,270,917	+10.3%	3.19%
MSFT	Microsoft Corp Technology	Added	45,825	+11,687	$16,963,040	+2.7%	3.13%
CVX	Chevron Corp Energy	Reduced	67,080	-6,420	$13,878,852	+23.9%	2.56%
NEE	Nextera Energy Inc Utilities	Reduced	146,679	-9,321	$13,623,545	+8.8%	2.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	38,000	+3,000	$12,842,100	+20.7%	2.37%
RTX	RTX Corp Industrials	Held	64,600	0	$12,461,340	+5.2%	2.30%
JPM	Jpmorgan Chase & Co Financial Services	Added	41,608	+8,608	$12,239,409	+15.1%	2.26%
V	Visa Inc. Financial Services	Added	35,563	+9,043	$10,748,561	+15.6%	1.99%
CB	Chubb Ltd Financial Services	Reduced	31,600	-1,500	$10,299,388	−0.3%	1.90%
ORCL	Oracle Corp Technology	Added	63,531	+25,531	$9,346,045	+26.2%	1.73%
AMZN	Amazon Com Inc Consumer Cyclical	Added	41,816	+2,808	$8,709,018	−3.3%	1.61%
JCI	Johnson Controls International plc Industrials	Reduced	63,000	-2,000	$8,249,850	+6.0%	1.52%
C	Citigroup Inc Financial Services	Held	70,000	0	$7,938,700	−2.8%	1.47%
BMY	Bristol Myers Squibb Co Healthcare	Held	130,000	0	$7,884,500	+12.4%	1.46%
SLB	Slb Limited/Nv Energy	Reduced	147,500	-5,000	$7,580,025	+29.5%	1.40%
WMB	Williams Companies, Inc. Energy	Reduced	102,500	-12,000	$7,459,950	+8.4%	1.38%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	31,500	+2,500	$7,347,690	+13.8%	1.36%
MS	Morgan Stanley Financial Services	Added	44,000	+7,981	$7,241,080	+13.2%	1.34%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	110,000	-9,000	$7,150,000	+46.1%	1.32%
SRE	Sempra Utilities	Added	72,500	+500	$7,044,825	+10.8%	1.30%
JNJ	Johnson & Johnson Healthcare	Reduced	28,577	-2,423	$6,985,361	+8.9%	1.29%
IBM	International Business Machines Corp Technology	Added	28,800	+6,500	$6,980,832	+5.7%	1.29%
PLD	Prologis, Inc. Real Estate	Held	51,000	0	$6,741,180	+3.5%	1.25%
WY	Weyerhaeuser Co Real Estate	Added	275,000	+3,000	$6,718,250	+4.3%	1.24%
MMM	3M Co Industrials	Added	46,000	+9,000	$6,680,580	+12.8%	1.23%
UNH	Unitedhealth Group Inc Healthcare	Added	24,540	+3,832	$6,640,278	−2.9%	1.23%
CSCO	Cisco Systems, Inc. Technology	Added	85,186	+5,186	$6,609,581	+7.3%	1.22%
J	Jacobs Solutions Inc. Industrials	Added	51,500	+8,000	$6,554,920	+13.8%	1.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,255	+55	$6,351,796	−4.3%	1.17%
OGE	Oge Energy Corp. Utilities	Reduced	132,000	-6,000	$6,330,720	+7.4%	1.17%
STT	State Street Corp Financial Services	Added	50,000	+6,000	$6,328,000	+11.5%	1.17%
UBS	UBS Group AG Financial Services	Added	160,000	+30,000	$6,251,200	+3.8%	1.16%
T	At&T Inc. Communication Services	Reduced	214,000	-30,000	$6,203,860	+2.4%	1.15%
VZ	Verizon Communications Inc Communication Services	Reduced	122,000	-25,000	$6,124,400	+2.3%	1.13%
DAL	Delta Air Lines, Inc. Industrials	Added	92,000	+5,000	$6,116,160	+1.3%	1.13%
SHEL	Shell plc Energy	Held	65,000	0	$6,045,000	+26.6%	1.12%
TFC	Truist Financial Corp Financial Services	Added	131,000	+15,000	$6,022,070	+5.5%	1.11%
MDT	Medtronic plc Healthcare	Added	69,000	+10,500	$5,978,850	+6.4%	1.10%
TM	Toyota Motor Corp/ Consumer Cyclical	Added	29,000	+2,000	$5,976,610	+3.4%	1.10%
DIS	Walt Disney Co Communication Services	Added	62,000	+10,000	$5,975,560	+1.0%	1.10%
LIN	Linde PLC Basic Materials	Added	12,033	+1,033	$5,965,480	+27.2%	1.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,715	+15	$5,694,597	+15.9%	1.05%
TGT	Target Corp Consumer Defensive	Reduced	45,500	-28,500	$5,514,600	−23.8%	1.02%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	34,203	+6,068	$5,462,219	+26.4%	1.01%
SBUX	Starbucks Corp Consumer Cyclical	Added	60,000	+5,000	$5,375,400	+16.1%	0.99%
UPS	United Parcel Service Inc Industrials	Added	54,000	+6,000	$5,312,520	+11.6%	0.98%
UBER	Uber Technologies, Inc Technology	Added	73,104	+5,055	$5,258,370	−5.4%	0.97%
PEP	Pepsico Inc Consumer Defensive	Held	33,000	0	$5,124,570	+8.2%	0.95%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	32,500	+4,986	$5,111,600	+14.7%	0.94%