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CIK: 0001993352
Total reported value
$727.3M
$727.3M
108 檔
10.5%
As reported in its official Q3 2025 Form 13F filing, Inspire Trust Co, N.a.'s tracked investment portfolio stood at $727.3M with 108 total positions.
In Q3 2025, Inspire Trust Co, N.a. displayed an active expansion posture, initiating 5 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.18% | -0.18% | — | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 2.88% | +0.06% | -3.08% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.82% | +0.22% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.12% | +2.21% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.49% | +0.34% | +1.81% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.48% | +0.04% | +3.21% | |
| 7 | NEE | Nextera Energy Inc | Stock-Utilities | 2.20% | +0.04% | +11.89% | |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.19% | +0.42% | +13.33% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 1.95% | -0.03% | — | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.82% | -0.46% | +57.32% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.78% | +0.38% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | -0.02% | +2.33% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.69% | -0.03% | -13.16% | |
| 14 | CB | Chubb Limited | Stock-Financials | 1.65% | -0.09% | +87.72% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.63% | +0.22% | +7.02% | |
| 16 | C | Citigroup Inc | Stock-Financials | 1.48% | +0.06% | — | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.30% | — | +9.09% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | +0.02% | +12.07% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | +0.02% | — | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.18% | +0.08% | +27.78% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.13% | +0.42% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.07% | +18.66% | |
| 23 | WMB | Williams Cos Inc | Stock-Energy | 1.12% | -0.04% | +21.25% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | -0.26% | +18.00% | |
| 25 | MMM | 3m Co | Stock-Industrials | 1.10% | +0.04% | +21.88% | |
| 26 | SRE | Sempra | Stock-Utilities | 1.10% | +0.05% | +4.69% | |
| 27 | PLD | Prologis Inc | Stock-Real Estate | 1.09% | -0.09% | +14.13% | |
| 28 | TGT | Target CORP | Stock-Consumer Disc | 1.08% | -0.03% | — | |
| 29 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.06% | -0.09% | +16.44% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.06% | -0.24% | +25.71% | |
| 31 | T | At&t Inc | Stock-Comm Services | 1.05% | -0.25% | +13.89% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 1.04% | +0.09% | — | |
| 33 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.02% | — | +4.17% | |
| 34 | J | Jacobs Solutions Inc | Stock-Industrials | 1.01% | -0.02% | +5.71% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 1.00% | +0.18% | +17.65% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.98% | +0.01% | — | |
| 37 | OGE | Oge Energy CORP | Stock-Utilities | 0.98% | -0.10% | +14.85% | |
| 38 | FIS | Fidelity National Info Serv | Stock-Tech | 0.97% | -0.16% | +47.27% | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.96% | -0.19% | +9.35% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.96% | — | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | — | -1.34% | |
| 42 | STT | State Street CORP | Stock-Financials | 0.95% | +0.09% | — | |
| 43 | TFC | Truist Financial CORP | Stock-Financials | 0.94% | -0.04% | +4.63% | |
| 44 | UBS | UBS Group AG | Stock-Financials | 0.93% | +0.09% | -7.41% | |
| 45 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.93% | +0.19% | — | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.91% | -0.11% | — | |
| 47 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.89% | -0.61% | EXIT | |
| 48 | MOS | Mosaic Co/the | Stock-Materials | 0.88% | — | — | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.88% | -0.10% | +31.25% | |
| 50 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.87% | -0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +1.4% | — | Add |
| 2 | GOOG | Alphabet Inc-cl C | +1.3% | +1.81% | Add |
| 3 | AVGO | Broadcom Inc | +0.9% | -3.08% | Trim |
| 4 | CB | Chubb Limited | +0.5% | +87.72% | Add |
| 5 | ORCL | Oracle CORP | +0.4% | -13.16% | Trim |
| 6 | IJT | Ishares S&p Small-cap 600 Gr | +0.3% | +13.33% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +2.33% | Add |
| 8 | IJS | Ishares S&p Small-cap 600 Va | +0.3% | +22.58% | Add |
| 9 | J | Jacobs Solutions Inc | +0.2% | +5.71% | Add |
| 10 | DAL | Delta Air Lines Inc | +0.2% | — | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +18.66% | Add |
| 12 | EA | Electronic Arts Inc | +0.2% | +7.98% | Add |
| 13 | AAPL | Apple Inc | +0.2% | +3.21% | Add |
| 14 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | +7.02% | Add |
| 15 | IBM | Intl Business Machines CORP | +0.2% | +27.78% | Add |
| 16 | FMC | Fmc CORP | +0.2% | +60.73% | Add |
| 17 | MSFT | Microsoft CORP | +0.2% | +2.21% | Add |
| 18 | FTNT | Fortinet Inc | +0.1% | +43.48% | Add |
| 19 | C | Citigroup Inc | +0.1% | — | Unchanged |
| 20 | PLD | Prologis Inc | +0.1% | +14.13% | Add |
| 21 | SRE | Sempra | +0.1% | +4.69% | Add |
| 22 | DIS | Walt Disney Co/the | +0.1% | +31.25% | Add |
| 23 | MS | Morgan Stanley | +0.1% | — | Add |
| 24 | MMM | 3m Co | +0.1% | +21.88% | Add |
| 25 | FERG | Ferguson Enterprises Inc | +0.1% | +4.17% | Add |
| 26 | UBS | UBS Group AG | +0.1% | -7.41% | Add |
| 27 | NEE | Nextera Energy Inc | +0.1% | +11.89% | Add |
| 28 | AMZN | Amazon.com Inc | +0.1% | +0.42% | Add |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +17.65% | Add |
| 30 | FIS | Fidelity National Info Serv | +0.1% | +47.27% | Add |
| 31 | UBER | Uber Technologies Inc | +0.1% | — | Add |
| 32 | RTX | Rtx CORP | +0.1% | — | Add |
| 33 | JNJ | Johnson & Johnson | +0.1% | — | Add |
| 34 | JNJ | Johnson & Johnson | 0% | +12.07% | Trim |
| 35 | MDY | State Street Spdr S&p Midcap | 0% | +9.09% | Add |
| 36 | VSS | Vanguard Ftse All Wo X-us Sc | -1.5% | -59.69% | Trim |
| 37 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 38 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| 39 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 40 | EEM | Ishares Msci Emerging Market | — | EXIT | Sold out |
| 41 | GLD | Spdr Gold Shares | — | EXIT | Sold out |
| 42 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 43 | LUV | Southwest Airlines Co | — | EXIT | Sold out |
| 44 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 45 | HES | Hess CORP | — | EXIT | Sold out |
| 46 | RPM | Rpm International Inc | — | NEW | New buy |
| 47 | B | Barrick Mining CORP | — | NEW | New buy |
| 48 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 49 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 50 | USX1 | United States Steel CORP | — | EXIT | Sold out |
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 108 disclosed positions in Q3 2025.
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 IEFA, AVGO, IEMG) accounted for 10.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
IEFA
市值: $17.5M
Top Position Liquidated / Trimmed
EFA
前期市值: $16.8M
During Q3 2025, Inspire Trust Co, N.a.'s top holdings by market value included IEFA (3.2%)、AVGO (2.9%)、IEMG (2.8%). The largest single position, IEFA, represented 3.2% of total portfolio value.
In Q3 2025, Inspire Trust Co, N.a. made 49 total portfolio adjustments, initiating 5 new buys, adding to 31 positions, trimming 4 holdings, and fully liquidating 9 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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