Inspire Investing, LLC

CIK 0001670139 · Q1 2026

13F Equity AUM

$1.0B

-7.4% QoQ

Positions

1,045

0 QoQ

AUM Rank

#2,743

Top 22%

Skill Alpha (FF)

-2.3%/yr^ns

No Clear Edge

Rank #5,564 · Top 68%

vs S&P -6.6%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 13.5%Top 10: 18.6%Top 20: 24.3%

AVGO6.7%

IBD2.3%

SCHO1.6%

HD1.5%

WWJD1.4%

PLTR1.3%

CAT1.3%

PTL0.9%

FTNT0.8%

ISMD0.7%

Others (1035)81.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology24.1%

Financial Services18.4%

Industrials16.5%

Consumer Cyclical7.2%

Healthcare6.8%

Energy6.4%

Real Estate5.9%

Basic Materials4.8%

Other9.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1045Median: 0.05%Avg: 0.10%

0–0.5%

1026(76.2%)

0.5–1%

12(7.8%)

1–3%

6(9.4%)

3–5%

0(0.0%)

5%+

1(6.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 1,017Unique: 28vs 20 funds

13.9%Low

1,045

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

25.2%

MORGAN STANLEY

18.9%

STATE STREET CORP

28.6%

BANK OF AMERICA CORP /DE/

20.1%

VANGUARD CAPITAL MANAGEMENT LLC

28.1%

GEODE CAPITAL MANAGEMENT, LLC

27.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

32.5%

JPMORGAN CHASE & CO

18.7%

FMR LLC

25.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New71Increased564Decreased378Exited74

New Positions

FTNT0.8%

+107K

GRDN0.2%

+50K

PRDO0.2%

+51K

KINIKSA PHARMACEUTIC…0.2%

+35K

RI20.2%

+64K

MC0.2%

+31K

IRWD0.2%

+510K

SANM0.2%

+13K

TPC0.2%

+23K

ED0.2%

+16K

Increased

IBD2.3%

+256K(+35%)

JELD0.1%

+243K(+126%)

AVGO6.7%

+205K(+1124%)

VERI0.1%

+168K(+165%)

EVGO0.1%

+137K(+85%)

ADTN0.2%

+129K(+242%)

HPO0.1%

+128K(+49%)

AVO0.2%

+127K(+312%)

HLF0.2%

+105K(+291%)

PLTR1.3%

+90K(+6761%)

Decreased

UP0.0%

-728,215(-93%)

KOS0.1%

-340,513(-65%)

DH0.1%

-230,786(-33%)

UWMC0.0%

-180,086(-70%)

UMC0.0%

-156,134(-94%)

SMCI0.1%

-139,829(-86%)

IBKR0.5%

-123,449(-64%)

KMI0.3%

-122,661(-57%)

APH0.6%

-108,825(-69%)

CALY0.1%

-108,087(-75%)

Exited

-39,384

-6,030

-68,526

-38,775

-98,418

-71,205

-12,549

-4,230

-2,256

-321,198

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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