CIK: 0001733356
Total reported value
$454.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 2.75% | -0.32% | — | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.49% | -0.43% | — | |
| 3 | ISMD | Inspire Small/mid Cap ETF | ETF-Other | 2.04% | — | -0.28% | |
| 4 | VLO | Valero Energy CORP | Stock-Energy | 1.79% | +0.03% | +10.32% | |
| 5 | CAT | Caterpillar INC | Stock-Industrials | 1.75% | -0.46% | -0.49% | |
| 6 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 1.72% | — | +1.85% | |
| 7 | JBL | Jabil INC | Stock-Tech | 1.69% | — | -15.24% | |
| 8 | AVGO | Broadcom INC | Stock-Tech | 1.69% | — | -13.22% | |
| 9 | BRC | Brady Corporation - Cl A | Stock-Other | 1.65% | — | +40.35% | |
| 10 | MATX | Matson INC | Stock-Industrials | 1.61% | +0.23% | -7.81% | |
| 11 | ORI | Old Republic Intl CORP | Stock-Financials | 1.61% | -0.70% | +6.09% | |
| 12 | STLD | Steel Dynamics INC | Stock-Materials | 1.61% | -0.74% | +12.81% | |
| 13 | NTAP | Netapp INC | Stock-Tech | 1.58% | — | +0.48% | |
| 14 | BLES | Inspire Global Hope ETF | ETF-Other | 1.57% | — | -13.91% | |
| 15 | FAST | Fastenal Co | Stock-Industrials | 1.55% | +0.21% | +4.91% | |
| 16 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.55% | — | +10.72% | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 1.53% | — | +12.33% | |
| 18 | PCAR | Paccar INC | Stock-Industrials | 1.51% | — | -0.43% | |
| 19 | PAYX | Paychex INC | Stock-Tech | 1.50% | — | +4.30% | |
| 20 | CDNS | Cadence Design Sys INC | Stock-Tech | 1.48% | — | -3.47% | |
| 21 | WMB | Williams Cos INC | Stock-Energy | 1.47% | — | +5.67% | |
| 22 | FAF | First American Financial | Stock-Financials | 1.47% | — | +6.29% | |
| 23 | ADI | Analog Devices INC | Stock-Tech | 1.46% | -0.15% | +26.09% | |
| 24 | MAIN | Main Street Capital CORP | Stock-Financials | 1.46% | — | +7.80% | |
| 25 | NUE | Nucor CORP | Stock-Materials | 1.46% | — | +4.45% | |
| 26 | CBT | Cabot CORP | Stock-Materials | 1.45% | -1.88% | EXIT | |
| 27 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.43% | — | +15.23% | |
| 28 | FN | Fabrinet | Stock-Tech | 1.43% | — | +10.60% | |
| 29 | CPRT | Copart INC | Stock-Industrials | 1.43% | — | +91.20% | |
| 30 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.42% | — | +5.11% | |
| 31 | ATKR | Atkore INC | Stock-Other | 1.38% | — | -8.80% | |
| 32 | IP | International Paper Co | Stock-Consumer Disc | 1.37% | — | +7.13% | |
| 33 | ✓ | Invesco | Stock-Other | 1.35% | — | — | |
| 34 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.34% | — | -19.21% | |
| 35 | IT | Gartner INC | Stock-Tech | 1.33% | — | -2.27% | |
| 36 | INGR | Ingredion INC | Stock-Consumer Staples | 1.32% | — | +7.75% | |
| 37 | TER | Teradyne INC | Stock-Tech | 1.24% | — | +2.23% | |
| 38 | BLDR | Builders Firstsource INC | Stock-Industrials | 1.21% | — | -31.02% | |
| 39 | CMC | Commercial Metals Co | Stock-Industrials | 1.17% | — | -2.44% | |
| 40 | TNK | Teekay Tankers Ltd. | Stock-Other | 1.15% | — | +7.66% | |
| 41 | IQV | Iqvia Holdings INC | Stock-Healthcare | 1.15% | — | +1.10% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | — | -30.51% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 1.12% | — | -7.57% | |
| 44 | LEG | Leggett & Platt INC | Stock-Consumer Disc | 1.11% | — | +5.42% | |
| 45 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 1.08% | — | +2.22% | |
| 46 | NOW | Servicenow INC | Stock-Tech | 1.07% | — | -6.87% | |
| 47 | GOOG | Alphabet Inc. | Stock-Comm Services | 1.07% | — | +16.30% | |
| 48 | FTNT | Fortinet INC | Stock-Tech | 1.07% | +0.27% | NEW | |
| 49 | LPX | Louisiana-pacific CORP | Stock-Industrials | 1.05% | — | -6.10% | |
| 50 | STNE | StoneCo Ltd. | Stock-Other | 1.04% | — | — |