INSPIRE TRUST CO, N.A. — 13F Holdings & Portfolio
CIK 1993352 · latest 13F-HR filed 2026-05-12
INSPIRE TRUST CO, N.A. manages $647.7M in 13F-reported U.S. long-equity assets across 106 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IEMG (3.77%), IEFA (3.62%), AVGO (2.78%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 10, added to 52, and trimmed 19.
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.
$647.7M
Long-equity book
106
Distinct positions
2026-03-31
Filed 2026-05-12
+6 / −10 / ↑52 / ↓19
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES CORE MSCI EMERGING$5.0M +25.6%
- CHEVRON CORP.$2.7M +23.9%
- ISHARES TR CORE MSCI EAFE$2.7M +12.9%
- MERCADOLIBRE INC$2.5M +138.4%
- OCCIDENTAL PETE CORP COM$2.3M +46.1%
Top Trims
- STATE STREET SPDR S&P 500 ETF-$4.1M -77.2%
- TARGET CORP COM-$1.7M -23.8%
- SALESFORCE INC.-$1.3M -29.5%
- UNION PAC CORP COM-$1.3M -25.6%
- ADOBE INC.-$1.3M -30.6%
New Positions
- SPOTIFY TECHNOLOGY$4.8M
- WELLS FARGO & COMPANY$3.6M
- BLACKROCK INC$3.5M
- BLACKSTONE INC$1.3M
- ARES MANAGEMENT CORPORATION$1.1M
Exited Positions
- DEVON ENERGY CORP$4.2M
- MOSAIC CO NEW COM$3.4M
- SPDR SER TR PRTFLO S&P500 GW$2.0M
- BLUE OWL CAPITAL INC$1.1M
- ALEXANDRIA REAL ESTATE$1.1M
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 | ISHARES CORE MSCI EMERGING | IEMG | 46434G103 | $24.4M | 3.77% | 350,000 | SH |
| 2 | ISHARES TR CORE MSCI EAFE | IEFA | 46432F842 | $23.4M | 3.62% | 259,000 | SH |
| 3 | BROADCOM INC. | AVGO | 11135F101 | $18.0M | 2.78% | 58,179 | SH |
| 4 | APPLE INC. | AAPL | 037833100 | $17.3M | 2.67% | 68,052 | SH |
| 5 | MICROSOFT CORP. | MSFT | 594918104 | $17.0M | 2.62% | 45,825 | SH |
| 6 | ALPHABET INC. CLASS C | GOOG | 02079K107 | $15.9M | 2.45% | 55,381 | SH |
| 7 | ISHARES TR S&P SML 600 GWT | IJT | 464287887 | $14.8M | 2.28% | 102,000 | SH |
| 8 | CHEVRON CORP. | CVX | 166764100 | $13.9M | 2.14% | 67,080 | SH |
| 9 | NEXTERA ENERGY INC. | NEE | 65339F101 | $13.6M | 2.10% | 146,679 | SH |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD AD | TSM | 874039100 | $12.8M | 1.98% | 38,000 | SH |
| 11 | RAYTHEON TECHNOLOGIES CORP. | RTX | 75513E101 | $12.5M | 1.92% | 64,600 | SH |
| 12 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $12.2M | 1.89% | 41,608 | SH |
| 13 | VISA INC. CLASS A | V | 92826C839 | $10.7M | 1.66% | 35,563 | SH |
| 14 | VANGUARD INDEX FDS MCAP GR IDXV | VOT | 922908538 | $10.4M | 1.61% | 40,500 | SH |
| 15 | CHUBB LIMITED COM | CB | H1467J104 | $10.3M | 1.59% | 31,600 | SH |
| 16 | ORACLE CORP. | ORCL | 68389X105 | $9.3M | 1.44% | 63,531 | SH |
| 17 | AMAZON.COM INC. | AMZN | 023135106 | $8.7M | 1.34% | 41,816 | SH |
| 18 | JOHNSON CTLS INTL PLC SHS | JCI | G51502105 | $8.2M | 1.27% | 63,000 | SH |
| 19 | CITIGROUP INC COM NEW | C | 172967424 | $7.9M | 1.23% | 70,000 | SH |
| 20 | BRISTOL-MYERS SQUIBB COMPANY | BMY | 110122108 | $7.9M | 1.22% | 130,000 | SH |
| 21 | STATE STREET SPDR SER TR PORTFO | SPMD | 78464A847 | $7.7M | 1.19% | 130,612 | SH |
| 22 | SLB LIMITED | SLB | 806857108 | $7.6M | 1.17% | 147,500 | SH |
| 23 | WILLIAMS COS INC COM | WMB | 969457100 | $7.5M | 1.15% | 102,500 | SH |
| 24 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $7.3M | 1.13% | 31,500 | SH |
| 25 | MORGAN STANLEY COM NEW | MS | 617446448 | $7.2M | 1.12% | 44,000 | SH |
| 26 | OCCIDENTAL PETE CORP COM | OXY | 674599105 | $7.2M | 1.10% | 110,000 | SH |
| 27 | SEMPRA COM | SRE | 816851109 | $7.0M | 1.09% | 72,500 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $7.0M | 1.08% | 28,577 | SH |
| 29 | INTERNATIONAL BUSINESS MACHS CO | IBM | 459200101 | $7.0M | 1.08% | 28,800 | SH |
| 30 | PROLOGIS INC. COM | PLD | 74340W103 | $6.7M | 1.04% | 51,000 | SH |
| 31 | WEYERHAEUSER CO MTN BE COM NEW | WY | 962166104 | $6.7M | 1.04% | 275,000 | SH |
| 32 | 3M CO COM | MMM | 88579Y101 | $6.7M | 1.03% | 46,000 | SH |
| 33 | UNITEDHEALTH GROUP INC. | UNH | 91324P102 | $6.6M | 1.03% | 24,540 | SH |
| 34 | CISCO SYSTEMS INC. | CSCO | 17275R102 | $6.6M | 1.02% | 85,186 | SH |
| 35 | JACOBS SOLUTIONS INC COM | J | 46982L108 | $6.6M | 1.01% | 51,500 | SH |
| 36 | BERKSHIRE HATHAWAY INC. CLASS B | BRK.B | 084670702 | $6.4M | 0.98% | 13,255 | SH |
| 37 | OGE ENERGY CORP COM | OGE | 670837103 | $6.3M | 0.98% | 132,000 | SH |
| 38 | STATE STR CORP COM | STT | 857477103 | $6.3M | 0.98% | 50,000 | SH |
| 39 | UBS GROUP AG SHS | UBS | H42097107 | $6.3M | 0.97% | 160,000 | SH |
| 40 | AT&T INC COM | T | 00206R102 | $6.2M | 0.96% | 214,000 | SH |
| 41 | VERIZON COMMUNICATIONS INC. | VZ | 92343V104 | $6.1M | 0.95% | 122,000 | SH |
| 42 | DELTA AIR LINES INC DEL COM NEW | DAL | 247361702 | $6.1M | 0.94% | 92,000 | SH |
| 43 | SHELL PLC SPON ADS | SHEL | 780259305 | $6.0M | 0.93% | 65,000 | SH |
| 44 | TRUIST FINL CORP COM | TFC | 89832Q109 | $6.0M | 0.93% | 131,000 | SH |
| 45 | MEDTRONIC PLC SHS | MDT | G5960L103 | $6.0M | 0.92% | 69,000 | SH |
| 46 | TOYOTA MOTOR CORP ADS | TM | 892331307 | $6.0M | 0.92% | 29,000 | SH |
| 47 | WALT DISNEY COMPANY | DIS | 254687106 | $6.0M | 0.92% | 62,000 | SH |
| 48 | LINDE | LIN | G54950103 | $6.0M | 0.92% | 12,033 | SH |
| 49 | COSTCO WHOLESALE CORP. | COST | 22160K105 | $5.7M | 0.88% | 5,715 | SH |
| 50 | TARGET CORP COM | TGT | 87612E106 | $5.5M | 0.85% | 45,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $647.7M | 106 | 0001993352-26-000003 |
| 2025-12-31 | 2026-02-10 | $609.4M | 110 | 0001993352-26-000001 |
| 2025-09-30 | 2025-11-10 | $549.5M | 108 | 0001993352-25-000009 |