Inspire Investing, LLC
SEC Form 13F institutional filer · CIK 0001670139
13F-HR · 223 reported holdings · 2026-03-31
Reported long-US-equity value
$0.44B
Top-10 concentration
35.2%
Inspire Investing, LLC — $440M AUM allocation strategy
Inspire Investing, LLC files SEC Form 13F and reports $440M of long US equity value across 223 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 27.3%, followed by Industrials 5.1% and Consumer Discretionary 3.5%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Inspire Investing, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$440M
total across 223 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AVGO +205K sh · +$62.7M+$PLTR +90.2K sh · +$13.2M+$CSX +67.9K sh · +$2.83M
Biggest trims (shares)
−$SMCI −140K sh · −$4.24M−$IBKR −123K sh · −$7.75M−$KMI −123K sh · −$2.8M
Exited to nil (held last quarter, gone now)
$ADBE ($468K last qtr)$WAB ($325K last qtr)$XYZ ($134K last qtr)$COHR ($4.46K last qtr)$AMD ($2.57K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors17.1%—
- Home Improvement Retail3.5%—
- Application Software3.1%—
- Construction Machinery & Heavy Transportation Equipment3.0%—
- Systems Software2.6%—
- Semiconductor Materials & Equipment1.7%—
- Communications Equipment1.5%—
- Electronic Components1.4%—
- Other holdings66.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 223K | $69M | +205K | 15.7% |
| $HD | Home Depot Inc | 46.8K | $15.4M | +39.1K | 3.5% |
| $PLTR | Palantir Technologies Inc | 91.5K | $13.4M | +90.2K | 3.0% |
| $CAT | Caterpillar Inc | 18.8K | $13.3M | -28.5K | 3.0% |
| $FTNT | Fortinet Inc | 140K | $11.5M | +28.9K | 2.6% |
| $KLAC | KLA Corporation | 5.01K | $7.38M | -12.2K | 1.7% |
| $ANET | Arista Networks Inc | 54.2K | $6.66M | -64.5K | 1.5% |
| $APH | Amphenol Corporation | 49.4K | $6.25M | -109K | 1.4% |
| $PGR | Progressive Corporation | 51.1K | $6.14M | -20.6K | 1.4% |
| $QCOM | QUALCOMM Incorporated | 47.1K | $6.07M | +45.2K | 1.4% |
…and 213 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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