13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001993352
Total reported value
$727.3M
$727.3M
106 檔
13.8%
During the Q1 2026 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 106 reported positions.
Inspire Trust Co, N.a. executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 10 holdings and trimming 35 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.77% | +0.22% | +21.04% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.62% | -0.18% | +11.54% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.78% | +0.06% | +18.44% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.67% | +0.04% | +18.17% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | -0.12% | +34.23% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.45% | +0.34% | +7.41% | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.28% | +0.42% | +4.08% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 2.14% | -0.46% | -8.73% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 2.10% | +0.04% | -5.97% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.98% | +0.38% | +8.57% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.92% | -0.03% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.89% | -0.02% | +26.08% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | +0.09% | +34.10% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.61% | +0.22% | +10.96% | |
| 15 | CB | Chubb Limited | Stock-Financials | 1.59% | -0.09% | -4.53% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.44% | -0.03% | +67.19% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | +0.13% | +7.20% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | +0.02% | -3.08% | |
| 19 | C | Citigroup Inc | Stock-Financials | 1.23% | +0.06% | — | |
| 20 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.22% | -0.19% | — | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.19% | +0.02% | +4.58% | |
| 22 | SLB | Slb LTD | Stock-Energy | 1.17% | -0.15% | -3.28% | |
| 23 | WMB | Williams Cos Inc | Stock-Energy | 1.15% | -0.04% | -10.48% | |
| 24 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.13% | — | +8.62% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 1.12% | +0.09% | +22.16% | |
| 26 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.10% | -0.39% | -7.56% | |
| 27 | SRE | Sempra | Stock-Utilities | 1.09% | +0.05% | +0.69% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | +0.02% | -7.82% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 1.08% | +0.08% | +29.15% | |
| 30 | PLD | Prologis Inc | Stock-Real Estate | 1.04% | -0.09% | — | |
| 31 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.04% | -0.09% | +1.10% | |
| 32 | MMM | 3m Co | Stock-Industrials | 1.03% | +0.04% | +24.32% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | -0.26% | +18.50% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 1.02% | +0.18% | +6.48% | |
| 35 | J | Jacobs Solutions Inc | Stock-Industrials | 1.01% | -0.02% | +18.39% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.07% | +0.42% | |
| 37 | OGE | Oge Energy CORP | Stock-Utilities | 0.98% | -0.10% | -4.35% | |
| 38 | STT | State Street CORP | Stock-Financials | 0.98% | +0.09% | +13.64% | |
| 39 | UBS | UBS Group AG | Stock-Financials | 0.97% | +0.09% | +23.08% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.96% | -0.25% | -12.30% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.95% | -0.24% | -17.01% | |
| 42 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.94% | +0.19% | +5.75% | |
| 43 | SHEL | Shell Plc-adr | Stock-Energy | 0.93% | -0.08% | — | |
| 44 | TFC | Truist Financial CORP | Stock-Financials | 0.93% | -0.04% | +12.93% | |
| 45 | MDT | Medtronic plc | Stock-Healthcare | 0.92% | -0.11% | +17.95% | |
| 46 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.92% | -0.11% | +7.41% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.92% | -0.10% | +19.23% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.92% | +0.01% | +9.39% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.02% | +0.26% | |
| 50 | TGT | Target CORP | Stock-Consumer Disc | 0.85% | -0.03% | -38.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.6% | +21.04% | Add |
| 2 | MELI | Mercadolibre Inc | +0.4% | +177.78% | Add |
| 3 | CVX | Chevron CORP | +0.3% | -8.73% | Trim |
| 4 | OXY | Occidental Petroleum CORP | +0.3% | -7.56% | Trim |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +8.57% | Add |
| 6 | ORCL | Oracle CORP | +0.2% | +67.19% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +11.54% | Add |
| 8 | SLB | Slb LTD | +0.2% | -3.28% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +26.08% | Add |
| 10 | LIN | Linde plc | +0.2% | +9.39% | Add |
| 11 | SHEL | Shell Plc-adr | +0.2% | — | Unchanged |
| 12 | V | Visa Inc-class A Shares | +0.1% | +34.10% | Add |
| 13 | TJX | Tjx Companies Inc | +0.1% | +21.57% | Add |
| 14 | AAPL | Apple Inc | +0.1% | +18.17% | Add |
| 15 | BA | Boeing Co/the | +0.1% | +30.77% | Add |
| 16 | PFE | Pfizer Inc | +0.1% | +8.00% | Add |
| 17 | FERG | Ferguson Enterprises Inc | +0.1% | +8.62% | Add |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | — | Unchanged |
| 19 | MS | Morgan Stanley | +0.1% | +22.16% | Add |
| 20 | COST | Costco Wholesale CORP | +0.1% | +0.26% | Add |
| 21 | SBUX | Starbucks CORP | +0.1% | +9.09% | Add |
| 22 | J | Jacobs Solutions Inc | +0.1% | +18.39% | Add |
| 23 | MMM | 3m Co | +0.1% | +24.32% | Add |
| 24 | ICE | Intercontinental Exchange In | +0.1% | +18.12% | Add |
| 25 | VRSK | Verisk Analytics Inc | +0.1% | +39.29% | Add |
| 26 | SRE | Sempra | +0.1% | +0.69% | Add |
| 27 | STT | State Street CORP | +0.1% | +13.64% | Add |
| 28 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +8.43% | Add |
| 29 | TMO | Thermo Fisher Scientific Inc | +0.1% | +33.56% | Add |
| 30 | CNQ | Canadian Natural Resources | +0.1% | -8.57% | Trim |
| 31 | NEE | Nextera Energy Inc | 0% | -5.97% | Trim |
| 32 | UPS | United Parcel Service-cl B | 0% | +12.50% | Add |
| 33 | FTNT | Fortinet Inc | 0% | +10.53% | Add |
| 34 | APTV | Aptiv PLC | 0% | +25.00% | Add |
| 35 | JNJ | Johnson & Johnson | 0% | -7.82% | Trim |
| 36 | RPM | Rpm International Inc | 0% | +16.67% | Add |
| 37 | WMB | Williams Cos Inc | 0% | -10.48% | Trim |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +4.08% | Add |
| 39 | CSCO | Cisco Systems Inc | 0% | +6.48% | Add |
| 40 | OGE | Oge Energy CORP | 0% | -4.35% | Trim |
| 41 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 42 | BKNG | Booking Holdings Inc | 0% | +36.73% | Add |
| 43 | DXCM | Dexcom Inc | 0% | +13.96% | Add |
| 44 | EOG | Eog Resources Inc | 0% | -19.44% | Trim |
| 45 | IRM | Iron Mountain Inc | 0% | -12.21% | Trim |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | +4.58% | Add |
| 47 | IBM | Intl Business Machines CORP | — | +29.15% | Add |
| 48 | MDT | Medtronic plc | — | +17.95% | Add |
| 49 | AGG | Ishares Core U.s. Aggregate | — | — | Unchanged |
| 50 | AVGO | Broadcom Inc | 0% | +18.44% | Add |
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 Q1 2026.
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 IEMG, IEFA, AVGO) accounted for 13.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPOT
市值: $4.8M
Top Position Liquidated / Trimmed
DVN
前期市值: $4.2M
During Q1 2026, Inspire Trust Co, N.a.'s top holdings by market value included IEMG (3.8%)、IEFA (3.6%)、AVGO (2.8%). The largest single position, IEMG, represented 3.8% of total portfolio value.
In Q1 2026, Inspire Trust Co, N.a. made 104 total portfolio adjustments, initiating 6 new buys, adding to 53 positions, trimming 35 holdings, and fully liquidating 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.