Top Institutional Investors

INSPIRE TRUST CO, N.A. — 13F Holdings & Portfolio

CIK 1993352 · latest 13F-HR filed 2026-08-05

Backtest portfolio

INSPIRE TRUST CO, N.A. manages $727.3M in 13F-reported U.S. long-equity assets across 111 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IEMG (3.99%), IEFA (3.44%), AVGO (2.84%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 3, added to 64, and trimmed 16.

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.

Filer Information
Address
241 RIDGE STREET
SUITE 310
RENO, NV 89501
Phone
(877) 734-0963
Filing Manager
INSPIRE TRUST CO, N.A.
RENO, NV
Signatory
David Skalicky
Controller
Loading holdings…
AUM

$727.3M

Long-equity book

Holdings

111

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+8 / −3 / ↑64 / ↓16

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR S&P SML 600 GWT$4.9M +33.1%
  • ISHARES CORE MSCI EMERGING$4.6M +18.8%
  • ALPHABET INC. CLASS C$4.4M +27.6%
  • TAIWAN SEMICONDUCTOR MFG LTD AD$4.4M +33.9%
  • FORTINET INC COM$3.2M +73.7%
Show all 64 →

Top Trims

  • OCCIDENTAL PETE CORP COM-$2.0M -27.3%
  • CHEVRON CORP.-$1.7M -12.2%
  • AT&T INC COM-$1.0M -16.9%
  • UNITEDHEALTH GROUP INC.-$1.0M -15.5%
  • VERIZON COMMUNICATIONS INC.-$958.9K -15.7%
Show all 16 →

New Positions

  • AMPHENOL CLASS A$5.6M
  • PROCTER & GAMBLE COMPANY$4.8M
  • REDDIT CLASS A$3.5M
  • ALIBABA GROUP HLDG LTD SPONSORE$3.3M
  • MCDONALDS CORP.$3.2M
Show all 8 →

Exited Positions

  • VANGUARD INTL EQUITY INDEX FDS$3.9M
  • ADOBE INC.$3.0M
  • CONAGRA BRANDS INC COM$2.8M
Show all 3 →
All Holdings

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 $29.0M 3.99% 350,000 SH
2 ISHARES TR CORE MSCI EAFE IEFA 46432F842 $25.0M 3.44% 259,000 SH
3 BROADCOM INC. AVGO 11135F101 $20.7M 2.84% 54,689 SH
4 ALPHABET INC. CLASS C GOOG 02079K107 $20.3M 2.79% 57,381 SH
5 APPLE INC. AAPL 037833100 $19.7M 2.71% 68,052 SH
6 ISHARES TR S&P SML 600 GWT IJT 464287887 $19.6M 2.70% 110,000 SH
7 MICROSOFT CORP. MSFT 594918104 $18.2M 2.50% 48,825 SH
8 TAIWAN SEMICONDUCTOR MFG LTD AD TSM 874039100 $17.2M 2.36% 36,000 SH
9 NEXTERA ENERGY INC. NEE 65339F101 $15.5M 2.14% 177,000 SH
10 RAYTHEON TECHNOLOGIES CORP. RTX 75513E101 $13.8M 1.89% 72,600 SH
11 JPMORGAN CHASE & CO. JPM 46625H100 $13.6M 1.87% 41,538 SH
12 VANGUARD MORNINGSTAR MID-CAP GR VOT 922908538 $13.3M 1.83% 43,500 SH
13 VISA INC. CLASS A V 92826C839 $12.7M 1.75% 37,000 SH
14 CHEVRON CORP. CVX 166764100 $12.2M 1.68% 73,500 SH
15 CHUBB LIMITED COM CB H1467J104 $10.9M 1.50% 32,100 SH
16 AMAZON.COM INC. AMZN 023135106 $10.7M 1.47% 44,816 SH
17 ORACLE CORP. ORCL 68389X105 $10.3M 1.41% 70,000 SH
18 CITIGROUP INC COM NEW C 172967424 $9.4M 1.29% 67,000 SH
19 JOHNSON CTLS INTL PLC SHS JCI G51502105 $9.4M 1.29% 64,000 SH
20 STATE STREET SPDR SER TR PORTFO SPMD 78464A847 $8.8M 1.21% 130,612 SH
21 MORGAN STANLEY COM NEW MS 617446448 $8.8M 1.21% 42,000 SH
22 CISCO SYSTEMS INC. CSCO 17275R102 $8.7M 1.20% 74,000 SH
23 INTERNATIONAL BUSINESS MACHS CO IBM 459200101 $8.4M 1.16% 30,000 SH
24 SEMPRA COM SRE 816851109 $8.3M 1.14% 89,500 SH
25 DELTA AIR LINES INC DEL COM NEW DAL 247361702 $8.2M 1.13% 88,000 SH
26 FERGUSON ENTERPRISES INC FERG 31488V107 $8.2M 1.13% 34,500 SH
27 WILLIAMS COS INC COM WMB 969457100 $8.1M 1.11% 108,500 SH
28 JOHNSON & JOHNSON JNJ 478160104 $8.0M 1.10% 31,500 SH
29 STATE STR CORP COM STT 857477103 $7.8M 1.07% 46,000 SH
30 3M CO COM MMM 88579Y101 $7.8M 1.07% 48,000 SH
31 UBS GROUP AG SHS UBS H42097107 $7.7M 1.06% 155,000 SH
32 BRISTOL-MYERS SQUIBB COMPANY BMY 110122108 $7.5M 1.03% 130,000 SH
33 FORTINET INC COM FTNT 34959E109 $7.5M 1.02% 48,500 SH
34 SLB LIMITED SLB 806857108 $7.4M 1.02% 159,500 SH
35 JACOBS SOLUTIONS INC COM J 46982L108 $7.2M 0.99% 57,200 SH
36 WEYERHAEUSER CO MTN BE COM NEW WY 962166104 $6.9M 0.95% 290,000 SH
37 PROLOGIS INC. COM PLD 74340W103 $6.9M 0.95% 51,000 SH
38 ISHARES S&P SMALL-CAP 600 VALUE IJS 464287879 $6.8M 0.94% 50,000 SH
39 LINDE LIN G54950103 $6.7M 0.93% 13,000 SH
40 BERKSHIRE HATHAWAY INC. CLASS B BRK.B 084670702 $6.6M 0.91% 13,200 SH
41 TRUIST FINL CORP COM TFC 89832Q109 $6.5M 0.89% 130,000 SH
42 OGE ENERGY CORP COM OGE 670837103 $6.4M 0.88% 132,000 SH
43 COSTCO WHOLESALE CORP. COST 22160K105 $6.3M 0.86% 6,700 SH
44 BOOKING HOLDINGS INC COM BKNG 09857L108 $6.3M 0.86% 35,125 SH
45 SHELL PLC SPON ADS SHEL 780259305 $6.2M 0.85% 80,000 SH
46 STARBUCKS CORP COM SBUX 855244109 $6.1M 0.84% 60,000 SH
47 UBER TECHNOLOGIES INC COM UBER 90353T100 $6.0M 0.82% 83,000 SH
48 WALT DISNEY COMPANY DIS 254687106 $6.0M 0.82% 62,000 SH
49 TARGET CORP COM TGT 87612E106 $5.9M 0.82% 45,500 SH
50 TOYOTA MOTOR CORP ADS TM 892331307 $5.9M 0.81% 35,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $727.3M 111 0001993352-26-000006
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