INSPIRE TRUST CO, N.A.

Bank

CIK

1993352

Location

RENO, NV

Portfolio Value

Small $541,125,151

Diversification

Diversified

Filing Date

Global Rank

#2,501 / 8,586 ▲ 139

Top Industry

Semiconductors 5.8%

3Y Alpha vs SPY

-5.6%

Period ended 3 months ago

Filed May 12, 2026 · 35d

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

+39.4%

SPY

+55.8%

Annualised alpha

-5.6%

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
GIS	General Mills Inc	+15,000	75,000	$2,791,500
TFC	Truist Financial Corp	+15,000	131,000	$6,022,070
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
DIS	Walt Disney Co	+10,000	62,000	$5,975,560
APTV	Aptiv PLC	+10,000	50,000	$3,472,000
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
UPS	United Parcel Service Inc	+6,000	54,000	$5,312,520
STT	State Street Corp	+6,000	50,000	$6,328,000
BA	Boeing Co	+6,000	25,500	$5,075,265
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
OGE	Oge Energy Corp.	−6,000	132,000	$6,330,720
FCX	Freeport-Mcmoran Inc	−6,000	49,000	$2,880,220
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
UDR	UDR, Inc.	−4,000	52,000	$1,756,560
D	Dominion Energy, Inc	−4,000	34,000	$2,101,880
PEG	Public Service Enterprise Group Inc	−4,000	23,000	$1,861,850
OKE	Oneok Inc /New/	−4,000	20,000	$1,807,800
CCI	Crown Castle Inc.	−3,500	24,500	$1,992,095
EOG	Eog Resources Inc	−3,500	14,500	$2,096,265
CNQ	Canadian Natural Resources Ltd	−3,000	32,000	$1,559,360
DUK	Duke Energy CORP	−3,000	16,000	$2,095,040
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
ARES	Ares Management Corp Financial Services	NEW	10,500	NEW	$1,145,550	NEW	0.21%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,882	-5,989	$1,223,939	−77.2%	0.23%
BX	Blackstone Inc. Financial Services	NEW	11,700	NEW	$1,345,383	NEW	0.25%
MTN	Vail Resorts Inc Consumer Cyclical	Held	12,000	0	$1,539,840	−3.4%	0.28%
CNQ	Canadian Natural Resources Ltd Energy	Reduced	32,000	-3,000	$1,559,360	+31.6%	0.29%
UDR	UDR, Inc. Real Estate	Reduced	52,000	-4,000	$1,756,560	−14.5%	0.32%
IRM	Iron Mountain Inc Real Estate	Reduced	17,559	-2,441	$1,793,476	+8.1%	0.33%
OKE	Oneok Inc /New/ Energy	Reduced	20,000	-4,000	$1,807,800	+2.5%	0.33%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	23,000	-4,000	$1,861,850	−14.1%	0.34%
CCI	Crown Castle Inc. Real Estate	Reduced	24,500	-3,500	$1,992,095	−19.9%	0.37%
B	Barrick Mining Corp Basic Materials	Reduced	50,700	-8,000	$2,068,053	−19.1%	0.38%
O	Realty Income Corp Real Estate	Reduced	34,000	-7,000	$2,080,120	−10.0%	0.38%
DUK	Duke Energy CORP Utilities	Reduced	16,000	-3,000	$2,095,040	−5.9%	0.39%
EOG	Eog Resources Inc Energy	Reduced	14,500	-3,500	$2,096,265	+10.9%	0.39%
D	Dominion Energy, Inc Utilities	Reduced	34,000	-4,000	$2,101,880	−5.6%	0.39%
EQIX	Equinix Inc Real Estate	Reduced	2,509	-591	$2,459,422	+3.6%	0.45%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	14,420	-980	$2,488,603	−8.0%	0.46%
SPG	Simon Property Group Inc. Real Estate	Reduced	14,500	-1,000	$2,704,685	−5.7%	0.50%
MSGS	Madison Square Garden Sports Corp. Communication Services	Reduced	8,500	-2,500	$2,731,900	−4.0%	0.50%
GIS	General Mills Inc Consumer Defensive	Added	75,000	+15,000	$2,791,500	+0.1%	0.52%
CAG	Conagra Brands Inc. Consumer Defensive	Held	180,000	0	$2,829,600	−9.2%	0.52%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	49,000	-6,000	$2,880,220	+3.1%	0.53%
ADBE	Adobe Inc. Technology	Reduced	12,200	-8	$2,965,576	−30.6%	0.55%
CRM	Salesforce, Inc. Technology	Added	17,021	+8	$3,177,310	−29.5%	0.59%
CLX	Clorox Co /De/ Consumer Defensive	Held	31,000	0	$3,212,530	+2.8%	0.59%
RH	Rh Consumer Cyclical	Added	23,500	+5,000	$3,285,770	−0.9%	0.61%
APTV	Aptiv PLC Consumer Cyclical	Added	50,000	+10,000	$3,472,000	+14.1%	0.64%
BLK	BlackRock, Inc. Financial Services	NEW	3,611	NEW	$3,472,734	NEW	0.64%
RPM	Rpm International Inc/De/ Basic Materials	Added	35,000	+5,000	$3,479,000	+11.5%	0.64%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	45,000	NEW	$3,582,450	NEW	0.66%
SLV	iShares Silver Trust	Reduced	53,500	-11,500	$3,645,490	−12.9%	0.67%
BIIB	Biogen Inc. Healthcare	Held	20,000	0	$3,666,600	+4.2%	0.68%
VRSK	Verisk Analytics, Inc. Industrials	Added	19,500	+5,500	$3,700,125	+18.2%	0.68%
UNP	Union Pacific Corp Industrials	Reduced	15,738	-6,462	$3,818,353	−25.6%	0.71%
BALL	BALL Corp Consumer Cyclical	Reduced	67,000	-5,000	$3,960,370	+3.8%	0.73%
FIS	Fidelity National Information Services, Inc. Technology	Added	87,000	+11,000	$4,081,170	−19.2%	0.75%
DXCM	Dexcom Inc Healthcare	Added	65,000	+7,961	$4,082,000	+7.8%	0.75%
IFF	International Flavors & Fragrances Inc Basic Materials	Reduced	59,000	-2,000	$4,280,450	+4.1%	0.79%
FTNT	Fortinet, Inc. Technology	Added	52,500	+5,000	$4,290,300	+13.7%	0.79%
MELI	Mercadolibre Inc Consumer Cyclical	Added	2,500	+1,600	$4,322,550	+138.4%	0.80%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	21,000	-2,000	$4,410,630	−5.6%	0.82%
PFE	Pfizer Inc Healthcare	Added	162,000	+12,000	$4,548,960	+21.8%	0.84%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	1,128	+303	$4,749,240	+7.5%	0.88%
SPOT	Spotify Technology S.A. Communication Services	NEW	10,000	NEW	$4,849,100	NEW	0.90%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	10,017	+2,517	$4,923,656	+13.3%	0.91%
BA	Boeing Co Industrials	Added	25,500	+6,000	$5,075,265	+19.9%	0.94%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	32,500	+4,986	$5,111,600	+14.7%	0.94%
PEP	Pepsico Inc Consumer Defensive	Held	33,000	0	$5,124,570	+8.2%	0.95%
UBER	Uber Technologies, Inc Technology	Added	73,104	+5,055	$5,258,370	−5.4%	0.97%
UPS	United Parcel Service Inc Industrials	Added	54,000	+6,000	$5,312,520	+11.6%	0.98%