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CIK: 0001993352
Total reported value
$727.3M
$727.3M
109 檔
9.7%
The Q2 2025 SEC filing reveals that Inspire Trust Co, N.a. held a total portfolio value of $727.3M, covering 109 public equity positions.
During Q2 2025, Inspire Trust Co, N.a.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including EFA, EEM, AVGO) accounted for 9.7% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.71% | — | -1.95% | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.89% | — | +4.32% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.81% | +0.06% | -2.94% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | -0.12% | -1.45% | |
| 5 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.37% | -0.61% | EXIT | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.19% | +0.04% | +19.15% | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.06% | +0.42% | +19.05% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 2.05% | +0.04% | +14.86% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.02% | +0.34% | +71.47% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 1.93% | -0.03% | +6.67% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | -0.02% | +20.00% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.71% | -0.03% | -0.31% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.67% | +0.22% | +14.00% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.63% | +0.38% | +218.18% | |
| 15 | C | Citigroup Inc | Stock-Financials | 1.40% | +0.06% | — | |
| 16 | TGT | Target CORP | Stock-Consumer Disc | 1.34% | -0.03% | — | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.29% | — | +4.76% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | +0.13% | +21.45% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.26% | +0.02% | -13.43% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.21% | -0.46% | -22.64% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | +0.02% | +22.03% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.09% | +0.08% | +5.88% | |
| 23 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.08% | — | — | |
| 24 | T | At&t Inc | Stock-Comm Services | 1.07% | -0.25% | +9.09% | |
| 25 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.07% | -0.09% | +33.77% | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 1.06% | +0.01% | +5.77% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 1.05% | — | +32.93% | |
| 28 | MOS | Mosaic Co/the | Stock-Materials | 1.05% | — | -6.69% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.07% | +43.15% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 1.05% | +0.09% | +9.09% | |
| 31 | WMB | Williams Cos Inc | Stock-Energy | 1.04% | -0.04% | +4.03% | |
| 32 | CB | Chubb Limited | Stock-Financials | 1.02% | -0.09% | +6.88% | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.02% | -0.19% | +48.61% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | — | -25.19% | |
| 35 | MMM | 3m Co | Stock-Industrials | 1.00% | +0.04% | +13.07% | |
| 36 | SRE | Sempra | Stock-Utilities | 1.00% | +0.05% | +12.28% | |
| 37 | PLD | Prologis Inc | Stock-Real Estate | 1.00% | -0.09% | +27.78% | |
| 38 | STT | State Street CORP | Stock-Financials | 0.99% | +0.09% | — | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | +0.18% | +8.80% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | -0.26% | +30.43% | |
| 41 | TFC | Truist Financial CORP | Stock-Financials | 0.96% | -0.04% | +20.00% | |
| 42 | J | Jacobs Solutions Inc | Stock-Industrials | 0.95% | -0.02% | +29.63% | |
| 43 | MDT | Medtronic plc | Stock-Healthcare | 0.94% | -0.11% | +14.13% | |
| 44 | UBS | UBS Group AG | Stock-Financials | 0.94% | +0.09% | +19.47% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.94% | -0.24% | +9.38% | |
| 46 | OGE | Oge Energy CORP | Stock-Utilities | 0.92% | -0.10% | +3.06% | |
| 47 | FIS | Fidelity National Info Serv | Stock-Tech | 0.92% | -0.16% | +10.00% | |
| 48 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.91% | +0.19% | +32.35% | |
| 49 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.89% | -0.11% | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | +0.09% | +26.32% |
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 109 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Inspire Trust Co, N.a.'s top holdings by market value included EFA (3.7%)、EEM (2.9%)、AVGO (2.8%). The largest single position, EFA, represented 3.7% of total portfolio value.
In Q2 2025, 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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