INSPIRE TRUST CO, N.A.
SEC Form 13F institutional filer · CIK 0001993352
13F-HR · 83 reported holdings · 2026-03-31
Reported long-US-equity value
$0.55B
Top-10 concentration
33.3%
INSPIRE TRUST CO, N.A. — $552M AUM allocation strategy
INSPIRE TRUST CO, N.A. files SEC Form 13F and reports $552M of long US equity value across 83 reported holdings for 2026-03-31.
Its largest sector bet is Financials 11.7%, followed by Information Technology 11.2% and Energy 5.3%.
The top 10 holdings account for 33% 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 TRUST CO, N.A. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$552M
total across 83 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
33% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +85.7K sh · +$7.63M+$ORCL +25.5K sh · +$1.94M+$TFC +15K sh · +$314K
Exited to nil (held last quarter, gone now)
$DVN ($4.18M last qtr)$MOS ($3.36M last qtr)$ARE ($1.13M last qtr)$NVDA ($847K last qtr)$META ($298K 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)
- Diversified Banks3.7%—
- Semiconductors3.3%—
- Technology Hardware, Storage & Peripherals3.1%—
- Systems Software3.1%—
- Interactive Media & Services2.9%—
- Financial Exchanges & Data2.7%—
- Integrated Oil & Gas2.5%—
- Multi-Utilities2.5%—
- Other holdings76.3%—
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
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 58.2K | $18M | +9.06K | 3.3% |
| $AAPL | Apple Inc | 68.1K | $17.3M | +10.5K | 3.1% |
| $MSFT | Microsoft Corporation | 45.8K | $17M | +11.7K | 3.1% |
| $GOOGL | Alphabet Inc | 55.4K | $15.9M | +3.82K | 2.9% |
| $SPGI | S&P Global Inc | 102K | $14.8M | +4K | 2.7% |
| $CVX | Chevron Corporation | 67.1K | $13.9M | -6.42K | 2.5% |
| $NEE | NextEra Energy Inc | 147K | $13.6M | -9.32K | 2.5% |
| $RTX | RTX Corporation | 64.6K | $12.5M | +0 | 2.3% |
| $JPM | JP Morgan Chase & Co | 41.6K | $12.2M | +8.61K | 2.2% |
…and 74 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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