Inspire Investing
MERIDIAN, IDfiles as Inspire Investing, LLC
$2.4bn in 1,262 US stocks at the end of 30 June 2026. The top 10 are 19.0% of the money. It changed about 21.8% of the portfolio this quarter.
Value
$2.4bn
Stocks
1,262
Top 10 share
19.0%
Turnover
21.8%
What changed this quarter
New
Bought for the first time this quarter.
- ExxonMobil HoldingsXOM1.2% of the fund
- GE VernovaGEV0.7% of the fund
- LindeLIN0.5% of the fund
- SandiskSNDK0.4% of the fund
- NextEra EnergyNEE0.4% of the fund
- CRH PublicCRH0.2% of the fund
- Quanta ServicesPWR0.2% of the fund
- Astera LabsALAB0.2% of the fund
- 3MMMM0.2% of the fund
- FedExFDX0.2% of the fund
- Delta Air LinesDAL0.1% of the fund
- Tyson FoodsTSN0.1% of the fund
- Digital TurbineAPPS0.1% of the fund
- CarvanaCVNA0.1% of the fund
- Dycom IndustriesDY0.1% of the fund
- FlexFLEX0.1% of the fund
- OvintivOVV0.1% of the fund
- QorvoQRVO0.1% of the fund
- CoherentCOHR0.1% of the fund
- Edwards LifesciencesEW0.1% of the fund
- Cheniere EnergyLNG0.1% of the fund
- Smithfield FoodsSFD0.1% of the fund
- Astrana HealthASTH0.1% of the fund
- Slide Insurance HoldingsSLDE0.1% of the fund
- PACS GroupPACS0.1% of the fund
Added
Bought more of a stock they already held.
- BroadcomAVGO4.4% of the fund+17%
- CaterpillarCAT3.0% of the fund+3%
- KLAKLAC2.9% of the fund+4%
- AmphenolAPH1.7% of the fund+2%
- Arista NetworksANET1.4% of the fund+9%
- WelltowerWELL1.3% of the fund+38%
- Interactive Brokers GroupIBKR1.2% of the fund+37%
- Parker-HannifinPH1.0% of the fund+40%
- Fortinet0.9% of the fund+349%
- Vertiv HoldingsVRT0.9% of the fund+20%
- Home DepotHD0.9% of the fund+12%
- Monolithic Power SystemsMPWR0.9% of the fund+18%
- ProgressivePGR0.9% of the fund+10%
- Western DigitalWDC0.8% of the fund+123%
- Freeport-McMoRanFCX0.7% of the fund+26%
- EMCOR GroupEME0.7% of the fund+10%
- Northern LTS FD TR IVWWJD0.7% of the fund+14%
- SLB LimitedSLB0.6% of the fund+63%
- AppLovinAPP0.6% of the fund+9%
- Palantir TechnologiesPLTR0.5% of the fund+16%
- Simon Property GroupSPG0.5% of the fund+13%
- CintasCTAS0.5% of the fund+10%
- Northern LTS FD TR IVPTL0.5% of the fund+9%
- United RentalsURI0.5% of the fund+11%
- MsciMSCI0.5% of the fund+12%
Cut
Sold some of their stake.
- Northern LTS FD TR IVIBD0.8% of the fund-22%
- Schwab Strategic TRSCHO0.6% of the fund-9%
- Microchip TechnologyMCHP0.4% of the fund-6%
- Mueller IndustriesMLI0.2% of the fund-2%
- Super Micro ComputerSMCI0.2% of the fund-5%
- Encompass HealthEHC0.2% of the fund-28%
- Landstar SystemLSTR0.2% of the fund-7%
- NXP SemiconductorsNXPI0.1% of the fund-20%
- Sirius XM HoldingsSIRI0.1% of the fund-9%
- MYR GroupMYRG0.1% of the fund-23%
- Hess Midstream LPHESM0.1% of the fund-5%
- IconICLR0.1% of the fund-31%
- PoolPOOL0.1% of the fund-3%
- Canadian National RailwayCNI0.1% of the fund-5%
- QualysQLYS0.1% of the fund-11%
- Medpace HoldingsMEDP0.1% of the fund-3%
- Bloom EnergyBE0.1% of the fund-3%
- Occidental PetroleumOXY<0.1% of the fund-29%
- SanminaSANM<0.1% of the fund-30%
- Molina HealthcareMOH<0.1% of the fund-14%
- Amkor TechnologyAMKR<0.1% of the fund-48%
- Constellium SECSTM<0.1% of the fund-5%
- TKO Group HoldingsTKO<0.1% of the fund-51%
- Consolidated EdisonED<0.1% of the fund-39%
- PlexusPLXS<0.1% of the fund-39%
Sold out
Sold their entire stake.
- FortinetFTNT-100%
- QualcommQCOM-100%
- SEI InvestmentsSEIC-100%
- CMS EnergyCMS-100%
- Group 1 AutomotiveGPI-100%
- Trane TechnologiesTT-100%
- Guardian Pharmacy ServicesGRDN-100%
- Patria InvestmentsPAX-100%
- Tutor PeriniTPC-100%
- GigaCloud TechnologyGCT-100%
- Consolidated WaterCWCO-100%
- MoelisMC-100%
- Rigel PharmaceuticalsRIGL-100%
- International SeawaysINSW-100%
- Mistras GroupMG-100%
- Global IndustrialGIC-100%
- Kiniksa Pharmaceuticals InternationalKNSA-100%
- XPXP-100%
- BGC GroupBGC-100%
- SkywestSKYW-100%
- CTSCTS-100%
- Northrim BancorpNRIM-100%
- ITTITT-100%
- BioventusBVS-100%
- PROG HoldingsPRG-100%
Holdings
- Fortinet
- Share
- 0.9%
- Value
- $23m
- Shares
- 148,936
+349%
- Northern LTS FD TR IVIBD
- Share
- 0.8%
- Value
- $18m
- Shares
- 768,594
-22%
- Northern LTS FD TR IVWWJD
- Share
- 0.7%
- Value
- $16m
- Shares
- 424,886
+14%
- Schwab Strategic TRSCHO
- Share
- 0.6%
- Value
- $15m
- Shares
- 628,888
-9%
- Northern LTS FD TR IVPTL
- Share
- 0.5%
- Value
- $12m
- Shares
- 42,022
+9%
- Northern LTS FD TR IVISMD
- Share
- 0.4%
- Value
- $10m
- Shares
- 206,820
+9%
- Northern LTS FD TR IVBIBL
- Share
- 0.2%
- Value
- $6m
- Shares
- 97,866
+3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| BroadcomAVGO | 4.4% | $108m | 285,495 | +17% |
| CaterpillarCAT | 3.0% | $72m | 67,536 | +3% |
| KLAKLAC | 2.9% | $70m | 232,671 | +4% |
| AmphenolAPH | 1.7% | $41m | 233,467 | +2% |
| Arista NetworksANET | 1.4% | $35m | 203,686 | +9% |
| WelltowerWELL | 1.3% | $31m | 138,221 | +38% |
| ExxonMobil HoldingsXOM | 1.2% | $30m | 218,045 | New |
| Interactive Brokers GroupIBKR | 1.2% | $29m | 334,724 | +37% |
| Parker-HannifinPH | 1.0% | $25m | 25,253 | +40% |
| Fortinet | 0.9% | $23m | 148,936 | +349% |
| Vertiv HoldingsVRT | 0.9% | $22m | 64,299 | +20% |
| Home DepotHD | 0.9% | $21m | 60,680 | +12% |
| Monolithic Power SystemsMPWR | 0.9% | $21m | 15,046 | +18% |
| ProgressivePGR | 0.9% | $21m | 94,834 | +10% |
| Western DigitalWDC | 0.8% | $19m | 30,253 | +123% |
| Northern LTS FD TR IVIBD | 0.8% | $18m | 768,594 | -22% |
| Freeport-McMoRanFCX | 0.7% | $18m | 280,710 | +26% |
| GE VernovaGEV | 0.7% | $16m | 13,923 | New |
| EMCOR GroupEME | 0.7% | $16m | 19,648 | +10% |
| Northern LTS FD TR IVWWJD | 0.7% | $16m | 424,886 | +14% |
| SLB LimitedSLB | 0.6% | $16m | 335,547 | +63% |
| Schwab Strategic TRSCHO | 0.6% | $15m | 628,888 | -9% |
| AppLovinAPP | 0.6% | $14m | 26,700 | +9% |
| LindeLIN | 0.5% | $13m | 24,571 | New |
| Palantir TechnologiesPLTR | 0.5% | $13m | 107,824 | +16% |
| Simon Property GroupSPG | 0.5% | $12m | 54,819 | +13% |
| CintasCTAS | 0.5% | $12m | 70,885 | +10% |
| Northern LTS FD TR IVPTL | 0.5% | $12m | 42,022 | +9% |
| United RentalsURI | 0.5% | $12m | 10,473 | +11% |
| MsciMSCI | 0.5% | $12m | 21,069 | +12% |
| Kinder MorganKMI | 0.5% | $12m | 365,026 | +17% |
| Old Dominion Freight LineODFL | 0.5% | $12m | 53,566 | +16% |
| TeradyneTER | 0.5% | $12m | 23,826 | +7% |
| PaccarPCAR | 0.5% | $11m | 92,021 | +17% |
| Marvell TechnologyMRVL | 0.5% | $11m | 36,990 | +7% |
| Republic ServicesRSG | 0.5% | $11m | 51,596 | +14% |
| Devon EnergyDVN | 0.4% | $11m | 262,349 | +119% |
| SandiskSNDK | 0.4% | $11m | 4,764 | New |
| Digital Realty TrustDLR | 0.4% | $11m | 60,011 | +21% |
| CienaCIEN | 0.4% | $11m | 21,918 | +17% |
| Northern LTS FD TR IVISMD | 0.4% | $10m | 206,820 | +9% |
| NucorNUE | 0.4% | $10m | 45,820 | +30% |
| Curtiss WrightCW | 0.4% | $10m | 13,120 | +2% |
| Caseys General StoresCASY | 0.4% | $10m | 12,383 | +5% |
| Idexx LaboratoriesIDXX | 0.4% | $10m | 18,347 | +15% |
| Targa ResourcesTRGP | 0.4% | $10m | 35,477 | +18% |
| Texas Pacific LandTPL | 0.4% | $9m | 21,357 | Held |
| Microchip TechnologyMCHP | 0.4% | $9m | 99,870 | -6% |
| Diamondback EnergyFANG | 0.4% | $9m | 51,624 | +33% |
| Steel DynamicsSTLD | 0.4% | $9m | 38,531 | +67% |
| Comfort Systems USAFIX | 0.4% | $9m | 4,436 | +6% |
| EntergyETR | 0.4% | $9m | 76,355 | +23% |
| NextEra EnergyNEE | 0.4% | $9m | 99,838 | New |
| PaychexPAYX | 0.3% | $8m | 85,422 | +11% |
| Roper TechnologiesROP | 0.3% | $8m | 23,865 | +13% |
| ACM ResearchACMR | 0.3% | $8m | 62,959 | Held |
| ON SemiconductorON | 0.3% | $8m | 83,998 | +39% |
| BWX TechnologiesBWXT | 0.3% | $8m | 38,623 | +2% |
| Iqvia HoldingsIQV | 0.3% | $7m | 38,705 | +14% |
| Hunt J B Transport ServicesJBHT | 0.3% | $7m | 25,276 | +70% |
| United TherapeuticsUTHR | 0.3% | $7m | 13,399 | +3% |
| EverpureP | 0.3% | $7m | 90,337 | +63% |
| JabilJBL | 0.3% | $7m | 18,306 | +16% |
| O'Reilly AutomotiveORLY | 0.3% | $7m | 76,118 | +6% |
| Southern CopperSCCO | 0.3% | $7m | 40,026 | +16% |
| VentasVTR | 0.3% | $7m | 78,449 | +9% |
| Automatic Data ProcessingADP | 0.3% | $7m | 30,308 | +7% |
| Valero EnergyVLO | 0.3% | $7m | 26,000 | +24% |
| EOG ResourcesEOG | 0.3% | $7m | 52,137 | +62% |
| Reinsurance Group of AmericaRGA | 0.3% | $7m | 31,337 | +55% |
| NRG EnergyNRG | 0.3% | $7m | 45,062 | Held |
| Iridium CommunicationsIRDM | 0.3% | $7m | 119,707 | +390% |
| Fair IsaacFICO | 0.3% | $6m | 5,428 | +4% |
| Affiliated Managers GroupAMG | 0.3% | $6m | 18,365 | +55% |
| CF Industries HoldingsCF | 0.3% | $6m | 57,015 | +166% |
| Mueller IndustriesMLI | 0.2% | $6m | 47,882 | -2% |
| FlowserveFLS | 0.2% | $6m | 78,587 | Held |
| FastenalFAST | 0.2% | $6m | 120,765 | +3% |
| UbiquitiUI | 0.2% | $6m | 10,740 | +56% |
| CRH PublicCRH | 0.2% | $6m | 53,048 | New |
| Northern LTS FD TR IVBIBL | 0.2% | $6m | 97,866 | +3% |
| Super Micro ComputerSMCI | 0.2% | $6m | 191,662 | -5% |
| DatadogDDOG | 0.2% | $6m | 21,296 | +7% |
| Extra Space StorageEXR | 0.2% | $6m | 37,989 | +12% |
| DoverDOV | 0.2% | $5m | 24,166 | +16% |
| Atmos EnergyATO | 0.2% | $5m | 31,461 | +21% |
| Ingersoll RandIR | 0.2% | $5m | 65,618 | +9% |
| Five BelowFIVE | 0.2% | $5m | 29,738 | +938% |
| PhotronicsPLAB | 0.2% | $5m | 160,990 | +167% |
| Centerpoint EnergyCNP | 0.2% | $5m | 118,752 | +12% |
| Carlisle CompaniesCSL | 0.2% | $5m | 14,366 | +101% |
| Arrow ElectronicsARW | 0.2% | $5m | 24,333 | +246% |
| AutozoneAZO | 0.2% | $5m | 1,617 | +5% |
| Quanta ServicesPWR | 0.2% | $5m | 7,061 | New |
| BradyBRC | 0.2% | $5m | 55,489 | +2% |
| Valmont IndustriesVMI | 0.2% | $5m | 8,793 | +79% |
| Omega Healthcare InvestorsOHI | 0.2% | $5m | 106,461 | +3% |
| Waste ManagementWM | 0.2% | $5m | 22,684 | +16% |
| SnowflakeSNOW | 0.2% | $5m | 19,389 | +10% |
| First SolarFSLR | 0.2% | $5m | 20,816 | +26% |
Showing the largest 100 of 1,262.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 165.1% since 30 June 2025.
Where the money is
Technology25.6%
Industrials21.5%
Financial services9.7%
Energy6.6%
Retail & consumer6.4%
Real estate6.3%
Health care6.2%
Materials5.4%
Utilities3.6%
Everyday goods2.2%
Media & telecom1.4%
Other5.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.