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CIK: 0001993352
Total reported value
$727.3M
$727.3M
110 檔
12.4%
At the close of Q4 2025, Inspire Trust Co, N.a. disclosed equity holdings valued at approximately $727.3M, spread across 110 reported holdings.
In Q4 2025, Inspire Trust Co, N.a. displayed an active expansion posture, initiating 4 new positions and adding to 32 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 | 3.41% | -0.18% | +16.11% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.19% | +0.22% | +23.05% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.79% | +0.06% | +2.38% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.71% | -0.12% | +26.04% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.65% | +0.34% | -8.22% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.57% | +0.04% | +7.63% | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.27% | +0.42% | +15.29% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 2.06% | +0.04% | -2.50% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 1.94% | -0.03% | +0.94% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.84% | -0.46% | +13.95% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.75% | +0.38% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | -0.02% | +7.49% | |
| 13 | CB | Chubb Limited | Stock-Financials | 1.70% | -0.09% | +3.12% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.67% | +0.22% | +19.67% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.53% | +0.09% | +104.00% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | +0.13% | +37.21% | |
| 17 | C | Citigroup Inc | Stock-Financials | 1.34% | +0.06% | -12.50% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | +0.02% | — | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.22% | -0.03% | +15.15% | |
| 20 | TGT | Target CORP | Stock-Consumer Disc | 1.19% | -0.03% | +12.12% | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.19% | +0.02% | — | |
| 22 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.15% | -0.19% | +11.11% | |
| 23 | WMB | Williams Cos Inc | Stock-Energy | 1.13% | -0.04% | +18.04% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.12% | -0.26% | +16.99% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.07% | +6.45% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.08% | +0.08% | -3.04% | |
| 27 | PLD | Prologis Inc | Stock-Real Estate | 1.07% | -0.09% | -2.86% | |
| 28 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.06% | — | +16.00% | |
| 29 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.06% | -0.09% | +15.65% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | +0.02% | -13.89% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 1.05% | +0.09% | +0.05% | |
| 32 | SRE | Sempra | Stock-Utilities | 1.04% | +0.05% | +7.46% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 1.01% | +0.18% | — | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.99% | -0.25% | +19.02% | |
| 35 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.99% | +0.19% | -3.33% | |
| 36 | UBS | UBS Group AG | Stock-Financials | 0.99% | +0.09% | +4.00% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.98% | -0.24% | +11.36% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.97% | +0.04% | -5.13% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.97% | -0.10% | +23.81% | |
| 40 | OGE | Oge Energy CORP | Stock-Utilities | 0.97% | -0.10% | +18.97% | |
| 41 | SLB | Slb LTD | Stock-Energy | 0.96% | -0.15% | +12.96% | |
| 42 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.95% | -0.11% | +8.00% | |
| 43 | J | Jacobs Solutions Inc | Stock-Industrials | 0.95% | -0.02% | +17.57% | |
| 44 | TFC | Truist Financial CORP | Stock-Financials | 0.94% | -0.04% | +2.65% | |
| 45 | STT | State Street CORP | Stock-Financials | 0.93% | +0.09% | -2.22% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.92% | -0.11% | +11.43% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.91% | +0.01% | +23.73% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | — | — | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.84% | — | — | |
| 50 | FIS | Fidelity National Info Serv | Stock-Tech | 0.83% | -0.16% | -6.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +0.7% | +104.00% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.4% | +23.05% | Add |
| 3 | RH | Rh | +0.4% | +270.00% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | +37.21% | Add |
| 5 | VRSK | Verisk Analytics Inc | +0.3% | +180.00% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +16.11% | Add |
| 7 | BMY | Bristol-myers Squibb Co | +0.2% | +11.11% | Add |
| 8 | SLV | Ishares Silver Trust | +0.2% | — | Unchanged |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -8.22% | Trim |
| 10 | UPS | United Parcel Service-cl B | +0.2% | +20.00% | Add |
| 11 | MSFT | Microsoft CORP | +0.2% | +26.04% | Add |
| 12 | TJX | Tjx Companies Inc | +0.1% | +27.89% | Add |
| 13 | SLB | Slb LTD | +0.1% | +12.96% | Add |
| 14 | TGT | Target CORP | +0.1% | +12.12% | Add |
| 15 | FCX | Freeport-mcmoran Inc | +0.1% | +10.00% | Add |
| 16 | AAPL | Apple Inc | +0.1% | +7.63% | Add |
| 17 | DIS | Walt Disney Co/the | +0.1% | +23.81% | Add |
| 18 | CRM | Salesforce Inc | +0.1% | +12.67% | Add |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +15.29% | Add |
| 20 | TM | Toyota Motor CORP -spon Adr | +0.1% | +8.00% | Add |
| 21 | BIIB | Biogen Inc | +0.1% | — | Unchanged |
| 22 | DAL | Delta Air Lines Inc | +0.1% | -3.33% | Trim |
| 23 | UBS | UBS Group AG | +0.1% | +4.00% | Add |
| 24 | BA | Boeing Co/the | +0.1% | +21.88% | Add |
| 25 | CB | Chubb Limited | +0.1% | +3.12% | Add |
| 26 | VOT | Vanguard Mid-cap Growth ETF | 0% | +19.67% | Add |
| 27 | FERG | Ferguson Enterprises Inc | 0% | +16.00% | Add |
| 28 | COST | Costco Wholesale CORP | 0% | +23.91% | Add |
| 29 | CVX | Chevron CORP | 0% | +13.95% | Add |
| 30 | WMB | Williams Cos Inc | 0% | +18.04% | Add |
| 31 | UNH | Unitedhealth Group Inc | 0% | +16.99% | Add |
| 32 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 33 | MS | Morgan Stanley | 0% | +0.05% | Add |
| 34 | RTX | Rtx CORP | 0% | +0.94% | Add |
| 35 | JPM | Jpmorgan Chase & Co | 0% | +7.49% | Add |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 37 | AVGO | Broadcom Inc | -0.1% | +2.38% | Add |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -42.86% | Trim |
| 39 | CLX | Clorox Company | -0.2% | — | Unchanged |
| 40 | VSS | Vanguard Ftse All Wo X-us Sc | -0.3% | -21.67% | Trim |
| 41 | MOS | Mosaic Co/the | -0.3% | — | Unchanged |
| 42 | ORCL | Oracle CORP | -0.5% | +15.15% | Add |
| 43 | FMC | Fmc CORP | -0.8% | -71.43% | Trim |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | New buy |
| 45 | MDY | State Street Spdr S&p Midcap | — | EXIT | Sold out |
| 46 | EA | Electronic Arts Inc | — | EXIT | Sold out |
| 47 | SBUX | Starbucks CORP | — | NEW | New buy |
| 48 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 49 | ALB | Albemarle CORP | — | EXIT | Sold out |
| 50 | CNQ | Canadian Natural Resources | — | NEW | New buy |
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 110 disclosed positions in Q4 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, IEMG, AVGO) accounted for 12.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPMD
市值: $7.2M
Top Position Liquidated / Trimmed
MDY
前期市值: $7.2M
During Q4 2025, Inspire Trust Co, N.a.'s top holdings by market value included IEFA (3.4%)、IEMG (3.2%)、AVGO (2.8%). The largest single position, IEFA, represented 3.4% of total portfolio value.
In Q4 2025, Inspire Trust Co, N.a. made 44 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 5 holdings, and fully liquidating 3 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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