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CIK: 0001993352
Total reported value
$727.3M
$727.3M
106 檔
8.5%
According to the latest 13F quarterly dataset, Inspire Trust Co, N.a. managed an equity portfolio of $727.3M at the end of Q3 2024, spanning 106 distinct U.S. exchange-listed positions.
During Q3 2024, Inspire Trust Co, N.a.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.46% | — | +12.15% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.13% | — | +9.13% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.16% | — | +12.09% | |
| 4 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.79% | -0.61% | EXIT | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.12% | +17.96% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.42% | +0.04% | +5.98% | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.14% | +0.42% | +5.70% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 2.09% | +0.04% | +13.73% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.06% | -0.46% | +19.91% | |
| 10 | TGT | Target CORP | Stock-Consumer Disc | 1.87% | -0.03% | +28.40% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | +0.06% | +2188.97% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.85% | — | +19.15% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 1.49% | -0.03% | -0.35% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.49% | — | +68.72% | |
| 15 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.47% | -0.19% | +39.01% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.47% | -0.26% | +2.84% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.44% | -0.03% | +11.65% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.36% | +0.22% | +15.42% | |
| 19 | C | Citigroup Inc | Stock-Financials | 1.34% | +0.06% | +34.78% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.33% | +0.02% | +34.78% | |
| 21 | OGE | Oge Energy CORP | Stock-Utilities | 1.22% | -0.10% | +18.77% | |
| 22 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.17% | -0.09% | +148.16% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.03% | NEW | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.02% | +12.81% | |
| 25 | FMC | Fmc CORP | Stock-Materials | 1.09% | — | +18.74% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | +0.02% | +12.17% | |
| 27 | MOS | Mosaic Co/the | Stock-Materials | 1.03% | — | +16.75% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 1.01% | +0.09% | +20.48% | |
| 29 | MMM | 3m Co | Stock-Industrials | 1.01% | +0.04% | +14.22% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 1.01% | +0.08% | +6.44% | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.00% | +0.01% | -16.56% | |
| 32 | WMB | Williams Cos Inc | Stock-Energy | 0.98% | -0.04% | +16.44% | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.97% | — | — | |
| 34 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.96% | -0.11% | +38.29% | |
| 35 | SHEL | Shell Plc-adr | Stock-Energy | 0.95% | -0.08% | +26.87% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.93% | -0.24% | +21.40% | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.92% | -0.02% | +27.00% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.92% | +0.18% | +4.13% | |
| 39 | GIS | General Mills Inc | Stock-Consumer Staples | 0.92% | -0.07% | +28.57% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.91% | -0.11% | +19.64% | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.90% | -0.09% | +20.48% | |
| 42 | BALL | Ball CORP | Stock-Consumer Disc | 0.90% | -0.04% | +20.00% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.13% | +13.38% | |
| 44 | UBS | UBS Group AG | Stock-Financials | 0.89% | +0.09% | +36.64% | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | 0.88% | -0.04% | +13.92% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.34% | +32.39% | |
| 47 | STT | State Street CORP | Stock-Financials | 0.87% | +0.09% | +5.92% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.86% | — | -15.19% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.85% | -0.25% | +19.66% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.84% | — | +9.85% |
According to official SEC Form 13F filings, Inspire Trust Co, N.a. reported a total U.S. public equity portfolio value of $727.3M across 106 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EFA, SPY, EEM) accounted for 8.5% of total reported equity market value during Q3 2024.
During Q3 2024, Inspire Trust Co, N.a.'s top holdings by market value included EFA (4.5%)、SPY (4.1%)、EEM (3.2%). The largest single position, EFA, represented 4.5% of total portfolio value.
In Q3 2024, Inspire Trust Co, N.a. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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