Top Institutional Investors

Inspire Investing, LLC — 13F Holdings & Portfolio

CIK 1670139 · latest 13F-HR filed 2026-08-12

Backtest portfolio

Inspire Investing, LLC manages $2.43B in 13F-reported U.S. long-equity assets across 1,266 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVGO (4.43%), CAT (2.95%), KLAC (2.88%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 234 new positions and exited 75; 846 existing positions rose in reported value and 146 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$2.43B

Long-equity book

Holdings
1,266

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+234 / −75 / ↑846 / ↓146

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AVGO4.4% · +28%CAT3.0% · +259%KLAC2.9% · +4541%APH1.7% · +372%ANET1.4% · +276%WELL1.3% · +380%XOM1.2% · newIBKR1.2% · +390%PH1.0% · +339%FTNT0.9% · +349%VRT0.9% · +359%HD0.9% · +30%MPWR0.9% · +633%PGR0.9% · +239%WDC0.8% · +146%IBD0.8% · newFCX0.7% · +260%GEV0.7% · newEME0.7% · +918%WWJD0.7% · newSLB0.6% · +376%SCHO0.6% · newAPP0.6% · +130%LIN0.5% · newPLTR0.5% · +18%SPG0.5% · +281%CTAS0.5% · +293%PTL0.5% · newURI0.5% · +255%MSCI0.5% · +205%KMI0.5% · +288%ODFL0.5% · +425%TER0.5% · +280%PCAR0.5% · +286%MRVL0.5% · +20%RSG0.5% · +266%DVN0.4% · +345%SNDK0.4% · newDLR0.4% · +308%CIEN0.4% · +321%ISMD0.4% · newNUE0.4% · +316%CW0.4% · +762%CASY0.4% · +701%IDXX0.4% · +395%TRGP0.4% · +280%TPL0.4% · +605%MCHP0.4% · +300%FANG0.4% · +310%STLD0.4% · +499%FIX0.4% · +219%ETR0.4% · +306%NEE0.4% · newPAYX0.3% · +391%ROP0.3% · +138%ACMR0.3% · newON0.3% · +354%BWXT0.3% · +955%IQV0.3% · +151%JBHT0.3% · +441%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 19%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$3.96B
Discretionary
$3.96B
Employees
33
Accounts
455
Address
3597 E MONARCH SKY LN
SUITE 330
MERIDIAN, ID 83646
Phone
(877) 658-9473
Website
This firm reports 4 disclosure items on its registration.
Name Title / Status Ownership Type
INSPIRE IMPACT GROUP, LLC ControlMEMBER
since Dec 2017
75% or moreDomestic Entity
Stone, Zachary ControlCHIEF COMPLIANCE OFFICER/SENIOR VICE PRESIDENT OF OPERATIONS
since Jan 2025
Less than 5%Individual
NETZLY, ROBERT, JOHNCEO
since Jun 2014
Less than 5%Individual
VALDERRAMA, ROBERTO, ANDRESHAREHOLDER
since Dec 2017
Less than 5%Individual
NETZLY, ROBERT, JOHN Control
Indirect owner via INSPIRE IMPACT GROUP, LLC
CEO
since Jun 2014
50–75%Individual
Ownership & leadership changes · 7 filings with changes since Jan 6, 2017

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 19, 2026 filing
  • Listed againVALDERRAMA, ROBERTO, ANDRE · SHAREHOLDER · Less than 5%
Mar 4, 2025 filing
  • ChangedStone, Zachary · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER/SENIOR VICE PRESIDENT OF OPERATIONS
Jan 2, 2025 filing
  • No longer listedMOON, AARON, DOUGLAS · CHIEF COMPLIANCE OFFICER/PRESIDENT & COO · Less than 5% · listed since Jan 2017
  • AddedStone, Zachary · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Feb 28, 2023 filing
  • ChangedMOON, AARON, DOUGLAS · title CHIEF COMPLIANCE OFFICER & COO → CHIEF COMPLIANCE OFFICER/PRESIDENT & COO
  • ChangedNETZLY, ROBERT, JOHN · title PRESIDENT & CEO → CEO
  • ChangedNETZLY, ROBERT, JOHN · indirect via INSPIRE IMPACT GROUP, LLC: title PRESIDENT AND CEO → CEO
Mar 26, 2020 filing
  • No longer listedVALDERRAMA, ROBERTO, ANDRE · MEMBER · 5–10% · control person · listed since Apr 2015
  • ChangedMOON, AARON, DOUGLAS · no longer a control person
  • ChangedNETZLY, ROBERT, JOHN · no longer a control person
Mar 14, 2018 filing
  • No longer listedCREEKMUR, JOHN, MARK · MEMBER · Less than 5% · listed since Nov 2016
  • No longer listedGRAEF, MICHAEL, HELMUT · MEMBER · 5–10% · listed since Apr 2014
  • No longer listedVERISSIMO, JOSEPH, HENRY · MEMBER · 5–10% · listed since Apr 2015
  • AddedINSPIRE IMPACT GROUP, LLC · MEMBER · 75% or more · control person
  • AddedNETZLY, ROBERT, JOHN · PRESIDENT AND CEO · 50–75% · indirect via INSPIRE IMPACT GROUP, LLC · control person
  • ChangedNETZLY, ROBERT, JOHN · ownership 50–75% → Less than 5%
  • ChangedVALDERRAMA, ROBERTO, ANDRE · ownership Less than 5% → 5–10%; now a control person
Jan 30, 2017 filing
  • AddedCREEKMUR, JOHN, MARK · MEMBER · Less than 5%
  • AddedMOON, AARON, DOUGLAS · CHIEF COMPLIANCE OFFICER & COO · Less than 5% · control person
  • ChangedGRAEF, MICHAEL, HELMUT · ownership Less than 5% → 5–10%
  • ChangedNETZLY, ROBERT, JOHN · title PRESIDENT/ CEO/ CCO → PRESIDENT & CEO; ownership 75% or more → 50–75%
  • ChangedVERISSIMO, JOSEPH, HENRY · ownership Less than 5% → 5–10%
Jan 6, 2017 filing (earliest on record)
  • ListedGRAEF, MICHAEL, HELMUT · MEMBER · Less than 5%
  • ListedNETZLY, ROBERT, JOHN · PRESIDENT/ CEO/ CCO · 75% or more · control person
  • ListedVALDERRAMA, ROBERTO, ANDRE · MEMBER · Less than 5%
  • ListedVERISSIMO, JOSEPH, HENRY · MEMBER · Less than 5%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 846 →

Top Trims

Show all 146 →

New Positions

Show all 234 →

Exited Positions

Show all 75 →

Inspire Investing, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BROADCOM INC AVGO 11135F101 $107.8M 4.43% 285,495 SH
2 CATERPILLAR INC CAT 149123101 $71.9M 2.95% 67,536 SH
3 KLA CORP KLAC 482480100 $70.2M 2.88% 232,671 SH
4 AMPHENOL CORP APH 032095101 $41.2M 1.69% 233,467 SH
5 ARISTA NETWORKS INC ANET 040413205 $34.6M 1.42% 203,686 SH
6 WELLTOWER INC WELL 95040Q104 $31.4M 1.29% 138,221 SH
7 EXXON MOBIL CORP XOM 30231G102 $29.8M 1.22% 218,045 SH
8 INTERACTIVE BROKERS GROUP IN IBKR 45841N107 $29.1M 1.20% 334,724 SH
9 PARKER-HANNIFIN CORP PH 701094104 $24.7M 1.01% 25,253 SH
10 FORTINET INC FTNT 34959E113 $22.9M 0.94% 148,936 SH
11 VERTIV HOLDINGS CO VRT 92537N108 $21.5M 0.88% 64,299 SH
12 HOME DEPOT INC HD 437076102 $21.4M 0.88% 60,680 SH
13 MONOLITHIC PWR SYS INC MPWR 609839105 $20.8M 0.85% 15,046 SH
14 PROGRESSIVE CORP PGR 743315103 $20.7M 0.85% 94,834 SH
15 WESTERN DIGITAL CORP WDC 958102105 $19.3M 0.79% 30,253 SH
16 NORTHERN LTS FD TR IV IBD 66538H633 $18.3M 0.75% 768,594 SH
17 FREEPORT MCMORAN INC FCX 35671D857 $17.7M 0.73% 280,710 SH
18 GE VERNOVA INC GEV 36828A101 $16.4M 0.67% 13,923 SH
19 EMCOR GROUP INC EME 29084Q100 $16.3M 0.67% 19,648 SH
20 NORTHERN LTS FD TR IV WWJD 66538H419 $16.2M 0.67% 424,886 SH
21 SLB LIMITED SLB 806857108 $15.6M 0.64% 335,547 SH
22 SCHWAB STRATEGIC TR SCHO 808524862 $15.2M 0.62% 628,888 SH
23 APPLOVIN CORP APP 03831W108 $13.8M 0.57% 26,700 SH
24 LINDE PLC LIN G54950103 $12.8M 0.52% 24,571 SH
25 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $12.6M 0.52% 107,824 SH
26 SIMON PPTY GROUP INC NEW SPG 828806109 $12.3M 0.50% 54,819 SH
27 CINTAS CORP CTAS 172908105 $12.1M 0.50% 70,885 SH
28 NORTHERN LTS FD TR IV PTL 66537J796 $12.0M 0.49% 42,022 SH
29 UNITED RENTALS INC URI 911363109 $11.9M 0.49% 10,473 SH
30 MSCI INC MSCI 55354G100 $11.8M 0.48% 21,069 SH
31 KINDER MORGAN INC DEL KMI 49456B101 $11.7M 0.48% 365,026 SH
32 OLD DOMINION FREIGHT LINE IN ODFL 679580100 $11.6M 0.48% 53,566 SH
33 TERADYNE INC TER 880770102 $11.5M 0.47% 23,826 SH
34 PACCAR INC PCAR 693718108 $11.1M 0.45% 92,021 SH
35 MARVELL TECHNOLOGY INC MRVL 573874104 $11.0M 0.45% 36,990 SH
36 REPUBLIC SVCS INC RSG 760759100 $11.0M 0.45% 51,596 SH
37 DEVON ENERGY CORP NEW DVN 25179M103 $10.8M 0.45% 262,349 SH
38 SANDISK CORP SNDK 80004C200 $10.8M 0.45% 4,764 SH
39 DIGITAL RLTY TR INC DLR 253868103 $10.8M 0.44% 60,011 SH
40 CIENA CORP CIEN 171779309 $10.8M 0.44% 21,918 SH
41 NORTHERN LTS FD TR IV ISMD 66538H641 $10.3M 0.42% 206,820 SH
42 NUCOR CORP NUE 670346105 $10.2M 0.42% 45,820 SH
43 CURTISS WRIGHT CORP CW 231561101 $9.9M 0.41% 13,120 SH
44 CASEYS GEN STORES INC CASY 147528103 $9.8M 0.40% 12,383 SH
45 IDEXX LABS INC IDXX 45168D104 $9.7M 0.40% 18,347 SH
46 TARGA RES CORP TRGP 87612G101 $9.5M 0.39% 35,477 SH
47 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $9.3M 0.38% 21,357 SH
48 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $9.1M 0.37% 99,870 SH
49 DIAMONDBACK ENERGY INC FANG 25278X109 $9.1M 0.37% 51,624 SH
50 STEEL DYNAMICS INC STLD 858119100 $8.8M 0.36% 38,531 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $2.43B 1,266 0001670139-26-000007
2026-03-31 2026-04-23 $1.22B 1,107 0001670139-26-000005
2026-03-31 2026-05-13 $498.5M 313 0001670139-26-000006
2025-12-31 2026-02-17 $1.11B 1,111 0001670139-26-000003
Filer Information
Address
3597 E. MONARCH SKY LN.
SUITE 330
MERIDIAN, ID 83646
Phone
(208) 994-0846
Filing Manager
Inspire Investing, LLC
MERIDIAN, ID
Signatory
Will Clark
Director