Arkolith/Funds/Inspire Investing, LLC

Inspire Investing, LLC

CIK 1670139
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Inspire Investing, LLC holds a diversified book of 1262 stocks worth $2.4B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Exxon Mobil Corp and trimmed Inspire Corporate Bond ETF. Their largest long position is Broadcom Inc at 4% of the equity book. Cloning the disclosed picks since 2025 would be +32% (+19.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
290
bought for the first time
Added to
677
already held, bought more
Trimmed
260
sold some, still holds it
Sold out
75
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.6%
+19.1%/yr · since Jan '25
Their reported book
+32.8%
held from quarter-end
S&P 500
+30.8%
same window
$8K$10K$11K$12K$13KJan '25May '25Sep '25Dec '25Apr '26Aug '26
Inspire Investing, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Inspire Investing, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
13%
Top 10 holdings
19%
Top 20 holdings
27%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

95% mapped to company sectors

Information Technology
27%
Industrials
18%
Financials
10%
Consumer Discretionary
7%
Materials
7%
Real Estate
6%
Health Care
6%
Utilities
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Inspire Investing, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$127.1B
RAYMOND JAMES FINANCIAL INC79 / 80$21.1B
LPL Financial LLC79 / 80$10.7B
Cetera Investment Advisers79 / 80$3.2B
OSAIC HOLDINGS, INC.79 / 80$2.7B
CWM, LLC79 / 80$1.3B
Arax Advisory Partners79 / 80$996.6M
Farther Finance Advisors, LLC79 / 80$407.2M

Ranked by how many of Inspire Investing, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,262 positions
#SecurityValueShares% PortLast moveHistory
1Broadcom Inc
COM
$107.8M285.5K
4.4%
+16%
Added · +40K sh
2Caterpillar Inc
COM
$71.9M67.5K
3.0%
+3.3%
Added · +2K sh
3Kla Corp
COM NEW
$70.2M232.7K
2.9%
10×
Added · +210K sh
4Amphenol Corp
CL A
$41.2M233.5K
1.7%
+2.0%
Added · +5K sh
5Arista Networks Inc
COM SHS
$34.6M203.7K
1.4%
+8.8%
Added · +17K sh
6Welltower Inc
COM
$31.4M138.2K
1.3%
+38%
Added · +38K sh
7Exxon Mobil Corp
COM
$29.8M218.0K
1.2%
New
New position
8Interactive Brokers Group In
COM CL A
$29.1M334.7K
1.2%
+37%
Added · +91K sh
9Parker-Hannifin Corp
COM
$24.7M25.3K
1.0%
+40%
Added · +7K sh
10Fortinet Inc
COM
$22.9M148.9K
0.9%
+349%
Added · +116K sh
11Vertiv Holdings Co
COM CL A
$21.5M64.3K
0.9%
+20%
Added · +11K sh
12Home Depot Inc
COM
$21.4M60.7K
0.9%
+12%
Added · +7K sh
13Monolithic PWR Sys Inc
COM
$20.8M15.0K
0.9%
+18%
Added · +2K sh
14Progressive Corp
COM
$20.7M94.8K
0.9%
+10.0%
Added · +9K sh
15Western Digital Corp
COM
$19.3M30.3K
0.8%
+123%
Added · +17K sh
16Northern LTS FD TR IV
INSPIRE CORP BD
$18.3M768.6K
0.8%
−22%
Reduced · −220K sh
17Freeport McMoran Inc
CL B
$17.7M280.7K
0.7%
+26%
Added · +58K sh
18Ge Vernova Inc
COM
$16.4M13.9K
0.7%
New
New position
19Emcor Group Inc
COM
$16.3M19.6K
0.7%
+9.9%
Added · +2K sh
20Northern LTS FD TR IV
INSPIRE INTL ETF
$16.2M424.9K
0.7%
+14%
Added · +53K sh
21SLB Limited
COM STK
$15.6M335.5K
0.6%
+63%
Added · +129K sh
22Schwab Strategic TR
SHT TM US TRES
$15.2M628.9K
0.6%
−8.8%
Reduced · −60K sh
23Applovin Corp
COM CL A
$13.8M26.7K
0.6%
+8.9%
Added · +2K sh
24Linde PLC
SHS
$12.8M24.6K
0.5%
New
New position
25Palantir Technologies Inc
CL A
$12.6M107.8K
0.5%
+16%
Added · +15K sh
26Simon Ppty Group Inc New
COM
$12.3M54.8K
0.5%
+13%
Added · +6K sh
27Cintas Corp
COM
$12.1M70.9K
0.5%
+10%
Added · +7K sh
28Northern LTS FD TR IV
INSPIRE 500 ETF
$12.0M42.0K
0.5%
+8.8%
Added · +3K sh
29United Rentals Inc
COM
$11.9M10.5K
0.5%
+11%
Added · +1K sh
30Msci Inc
COM
$11.8M21.1K
0.5%
+12%
Added · +2K sh
31Kinder Morgan Inc Del
COM
$11.7M365.0K
0.5%
+17%
Added · +52K sh
32Old Dominion Freight Line In
COM
$11.6M53.6K
0.5%
+16%
Added · +7K sh
33Teradyne Inc
COM
$11.5M23.8K
0.5%
+6.6%
Added · +1K sh
34Paccar Inc
COM
$11.1M92.0K
0.5%
+17%
Added · +14K sh
35Marvell Technology Inc
COM
$11.0M37.0K
0.5%
+7.2%
Added · +2K sh
36Republic Svcs Inc
COM
$11.0M51.6K
0.5%
+14%
Added · +6K sh
37Devon Energy Corp New
COM
$10.8M262.3K
0.4%
+119%
Added · +142K sh
38Sandisk Corp
COM
$10.8M4.8K
0.4%
New
New position
39Digital Rlty TR Inc
COM
$10.8M60.0K
0.4%
+21%
Added · +10K sh
40Ciena Corp
COM NEW
$10.8M21.9K
0.4%
+17%
Added · +3K sh
41Northern LTS FD TR IV
INSPIRE SML/ MID
$10.3M206.8K
0.4%
+8.9%
Added · +17K sh
42Nucor Corp
COM
$10.2M45.8K
0.4%
+30%
Added · +11K sh
43Curtiss Wright Corp
COM
$9.9M13.1K
0.4%
+2.5%
Added · +314 sh
44Caseys Gen Stores Inc
COM
$9.8M12.4K
0.4%
+4.7%
Added · +554 sh
45Idexx Labs Inc
COM
$9.7M18.3K
0.4%
+15%
Added · +2K sh
46Targa Res Corp
COM
$9.5M35.5K
0.4%
+18%
Added · +5K sh
47Texas Pacific Land Corporati
COM
$9.3M21.4K
0.4%
−0.8%
Reduced · −178 sh
48Microchip Technology Inc.
COM
$9.1M99.9K
0.4%
−6.3%
Reduced · −7K sh
49Diamondback Energy Inc
COM
$9.1M51.6K
0.4%
+33%
Added · +13K sh
50Steel Dynamics Inc
COM
$8.8M38.5K
0.4%
+67%
Added · +15K sh
Showing 50 of 1,262 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 20261,266$2.4B13F-HR
Q1 2026Mar 31, 2026May 13, 20261,420$1.7B13F-HR/A
Q4 2025Dec 31, 2025Feb 17, 20261,111$1.1B13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025846$1.0B13F-HR
Q2 2025Jun 30, 2025Jul 24, 2025824$918.0M13F-HR
Q1 2025Mar 31, 2025Jun 3, 2025800$841.3M13F-HR
Q4 2024Dec 31, 2024Jan 17, 2025824$893.6M13F-HR
Amended / restated
  • Q1 2026 · filed Apr 23, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.