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CIK: 0001993352
Total reported value
$727.3M
$727.3M
114 檔
8.2%
During the Q4 2024 filing period, Inspire Trust Co, N.a. (CIK: 0001993352) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $727.3M across 114 reported positions.
During Q4 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 | 3.94% | — | +5.16% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.80% | — | -2.78% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.78% | — | +3.99% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.12% | +4.09% | |
| 5 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.36% | -0.61% | EXIT | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.33% | +0.06% | +0.48% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.18% | +0.04% | -9.41% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 2.01% | -0.46% | +6.55% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 1.96% | +0.04% | +19.34% | |
| 10 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.93% | +0.42% | — | |
| 11 | TGT | Target CORP | Stock-Consumer Disc | 1.90% | -0.03% | +26.03% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 1.69% | -0.03% | +27.41% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.53% | — | -11.18% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.51% | +0.22% | +14.84% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.45% | -0.26% | +23.05% | |
| 16 | C | Citigroup Inc | Stock-Financials | 1.44% | +0.06% | +3.22% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.37% | -0.03% | +4.59% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.27% | — | +24.24% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | -0.02% | -1.60% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | +0.02% | -9.68% | |
| 21 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.09% | -0.09% | +20.20% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | +0.02% | +16.36% | |
| 23 | OGE | Oge Energy CORP | Stock-Utilities | 1.03% | -0.10% | -8.90% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.03% | NEW | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.34% | +7.89% | |
| 26 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.99% | -0.11% | +2.55% | |
| 27 | WMB | Williams Cos Inc | Stock-Energy | 0.99% | -0.04% | -7.70% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 0.96% | +0.09% | -15.01% | |
| 29 | SHEL | Shell Plc-adr | Stock-Energy | 0.96% | -0.08% | +14.42% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.96% | +0.08% | +2.87% | |
| 31 | DVN | Devon Energy CORP | Stock-Energy | 0.95% | — | — | |
| 32 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.95% | -0.39% | +30.74% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.18% | — | |
| 34 | MOS | Mosaic Co/the | Stock-Materials | 0.94% | — | +7.17% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.13% | -3.86% | |
| 36 | MMM | 3m Co | Stock-Industrials | 0.93% | +0.04% | +5.15% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.92% | -0.09% | — | |
| 38 | TFC | Truist Financial CORP | Stock-Financials | 0.91% | -0.04% | +9.33% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.90% | +0.01% | +40.37% | |
| 40 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.90% | -0.02% | +14.29% | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.90% | -0.09% | +28.46% | |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.90% | -0.11% | +20.55% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.90% | — | +25.20% | |
| 44 | STT | State Street CORP | Stock-Financials | 0.90% | +0.09% | — | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.87% | -0.25% | +7.14% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.87% | -0.24% | +12.49% | |
| 47 | FMC | Fmc CORP | Stock-Materials | 0.86% | — | +15.61% | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.84% | -0.19% | -43.96% | |
| 49 | UBS | UBS Group AG | Stock-Financials | 0.84% | +0.09% | +3.43% | |
| 50 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.83% | +0.19% | +0.97% |
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 114 disclosed positions in Q4 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 8.2% of total reported equity market value during Q4 2024.
During Q4 2024, Inspire Trust Co, N.a.'s top holdings by market value included EFA (3.9%)、SPY (3.8%)、EEM (2.8%). The largest single position, EFA, represented 3.9% of total portfolio value.
In Q4 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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