Inspire Trust Co, N.A. Top Holdings and 13F Report (2025) About Inspire Trust Co, N.A.Investment ActivityInspire Trust Co, N.A. has $391.26 million in total holdings as of December 31, 2024.Inspire Trust Co, N.A. owns shares of 114 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 14.24% of the portfolio was purchased this quarter.About 4.86% of the portfolio was sold this quarter.This quarter, Inspire Trust Co, N.A. has purchased 106 new stocks and bought additional shares in 65 stocks.Inspire Trust Co, N.A. sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares MSCI EAFE ETF $15,411,586SPDR S&P 500 ETF Trust $14,882,916iShares MSCI Emerging Markets ETF $10,887,168Microsoft $9,279,744Vanguard FTSE All-World ex-US Small-Cap ETF $9,217,815 Largest New Holdings this Quarter Devon Energy $3,731,220 HoldingChubb $3,591,900 HoldingSempra $3,263,184 HoldingFERGUSON ENTERPRISES INC $2,950,690 HoldingiShares S&P Small-Cap 600 Value ETF $2,172,200 Holding Largest Purchases this Quarter Devon Energy 114,000 shares (about $3.73M)Chubb 13,000 shares (about $3.59M)Sempra 37,200 shares (about $3.26M)FERGUSON ENTERPRISES INC 17,000 shares (about $2.95M)iShares S&P Small-Cap 600 Value ETF 20,000 shares (about $2.17M) Largest Sales this Quarter Bristol-Myers Squibb 45,500 shares (about $2.57M)Apple 3,542 shares (about $886.99K)SPDR S&P MidCap 400 ETF Trust 1,322 shares (about $752.98K)NVIDIA 5,370 shares (about $721.14K)Morgan Stanley 5,300 shares (about $666.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInspire Trust Co, N.A. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEFAiShares MSCI EAFE ETF$15,411,586$756,100 ▲5.2%203,8303.9%FinanceSPYSPDR S&P 500 ETF Trust$14,882,916$426,080 ▼-2.8%25,3943.8%FinanceEEMiShares MSCI Emerging Markets ETF$10,887,168$418,200 ▲4.0%260,3342.8%FinanceMSFTMicrosoft$9,279,744$364,598 ▲4.1%22,0162.4%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$9,217,8150.0%80,5192.4%ETFAVGOBroadcom$9,134,496$44,050 ▲0.5%39,4002.3%Computer and TechnologyAAPLApple$8,542,327$886,988 ▼-9.4%34,1122.2%Computer and TechnologyCVXChevron$7,850,328$482,607 ▲6.6%54,2002.0%Oils/EnergyNEENextEra Energy$7,670,830$1,243,176 ▲19.3%107,0002.0%UtilitiesIJTiShares S&P Small-Cap 600 Growth ETF$7,535,1000.0%55,6631.9%ETFTGTTarget$7,434,900$1,535,780 ▲26.0%55,0001.9%Retail/WholesaleRTXRTX$6,596,040$1,418,843 ▲27.4%57,0001.7%AerospaceMDYSPDR S&P MidCap 400 ETF Trust$5,980,590$752,985 ▼-11.2%10,5001.5%ETFVOTVanguard Mid-Cap Growth ETF$5,889,791$761,250 ▲14.8%23,2111.5%ETFUNHUnitedHealth Group$5,665,632$1,061,294 ▲23.0%11,2001.4%MedicalCCitigroup$5,631,200$175,553 ▲3.2%80,0001.4%FinanceORCLOracle$5,355,810$235,129 ▲4.6%32,1401.4%Computer and TechnologyAMDAdvanced Micro Devices$4,952,390$966,320 ▲24.2%41,0001.3%Computer and TechnologyJPMJPMorgan Chase & Co.$4,554,490$74,070 ▼-1.6%19,0001.2%FinanceJCIJohnson Controls International$4,420,080$473,580 ▼-9.7%56,0001.1%ConstructionWYWeyerhaeuser$4,250,650$714,447 ▲20.2%151,0001.1%ConstructionJNJJohnson & Johnson$4,049,360$569,369 ▲16.4%28,0001.0%MedicalOGEOGE Energy$4,042,500$394,763 ▼-8.9%98,0001.0%UtilitiesNVDANVIDIA$3,964,644$721,137 ▼-15.4%29,5231.0%Computer and TechnologyGOOGAlphabet$3,904,020$285,660 ▲7.9%20,5001.0%Computer and TechnologyTMToyota Motor$3,892,200$96,721 ▲2.5%20,0001.0%Auto/Tires/TrucksWMBWilliams Companies$3,891,228$324,720 ▼-7.7%71,9001.0%Oils/EnergyMSMorgan Stanley$3,771,600$666,316 ▼-15.0%30,0001.0%FinanceSHELShell$3,759,000$473,697 ▲14.4%60,0001.0%Oils/EnergyIBMInternational Business Machines$3,737,110$104,419 ▲2.9%17,0001.0%Computer and TechnologyDVNDevon Energy$3,731,220$3,731,220 ▲New Holding114,0001.0%Oils/EnergyOXYOccidental Petroleum$3,705,750$871,345 ▲30.7%75,0000.9%Oils/EnergyCSCOCisco Systems$3,700,0000.0%62,5000.9%Computer and TechnologyMOSMosaic$3,671,760$245,800 ▲7.2%149,3800.9%Basic MaterialsAMZNAmazon.com$3,671,272$147,211 ▼-3.9%16,7340.9%Retail/WholesaleMMM3M$3,653,247$178,790 ▲5.1%28,3000.9%Multi-Sector ConglomeratesCBChubb$3,591,900$3,591,900 ▲New Holding13,0000.9%FinanceTFCTruist Financial$3,557,160$303,660 ▲9.3%82,0000.9%FinanceLINDE$3,537,762$1,017,368 ▲40.4%8,4500.9%EquitiesUPSUnited Parcel Service$3,530,800$441,350 ▲14.3%28,0000.9%TransportationPLDPrologis$3,530,380$782,180 ▲28.5%33,4000.9%FinanceMDTMedtronic$3,514,720$599,100 ▲20.5%44,0000.9%MedicalUNPUnion Pacific$3,511,816$706,924 ▲25.2%15,4000.9%TransportationSTTState Street$3,511,4140.0%35,7760.9%FinanceTAT&T$3,415,500$227,700 ▲7.1%150,0000.9%Computer and TechnologyVZVerizon Communications$3,399,150$377,546 ▲12.5%85,0000.9%Computer and TechnologyFMCFMC$3,383,256$456,934 ▲15.6%69,6000.9%Consumer StaplesBMYBristol-Myers Squibb$3,280,480$2,573,480 ▼-44.0%58,0000.8%MedicalUBSUBS Group$3,274,560$108,637 ▲3.4%108,0000.8%FinanceDALDelta Air Lines$3,267,000$31,460 ▲1.0%54,0000.8%TransportationSRESempra$3,263,184$3,263,184 ▲New Holding37,2000.8%UtilitiesCAGConagra Brands$3,135,750$760,711 ▲32.0%113,0000.8%Consumer StaplesGISGeneral Mills$3,124,730$255,080 ▲8.9%49,0000.8%Consumer StaplesDISWalt Disney$3,117,800$111,350 ▲3.7%28,0000.8%Consumer DiscretionaryADBEAdobe$3,112,760$571,858 ▲22.5%7,0000.8%Computer and TechnologyCLXClorox$3,085,790$190,507 ▲6.6%19,0000.8%Consumer StaplesGLDSPDR Gold Shares$3,026,625$70,702 ▼-2.3%12,5000.8%FinanceNKENIKE$3,003,4940.0%39,6920.8%Consumer DiscretionaryVVisa$3,002,3800.0%9,5000.8%Business ServicesBRK.BBerkshire Hathaway$2,991,648$460,532 ▲18.2%6,6000.8%FinanceBALLBall$2,977,020$330,780 ▲12.5%54,0000.8%Industrial ProductsFERGUSON ENTERPRISES INC$2,950,690$2,950,690 ▲New Holding17,0000.8%EquitiesUBERUber Technologies$2,835,040$898,466 ▲46.4%47,0000.7%Computer and TechnologyFISFidelity National Information Services$2,826,950$135,694 ▲5.0%35,0000.7%Business ServicesLUVSouthwest Airlines$2,689,600$652,463 ▼-19.5%80,0000.7%TransportationPFEPfizer$2,671,783$212,240 ▲8.6%100,7080.7%MedicalCOSTCostco Wholesale$2,657,183$183,254 ▲7.4%2,9000.7%Retail/WholesalePEPPepsiCo$2,604,028$733,690 ▲39.2%17,1250.7%Consumer StaplesFTNTFortinet$2,549,3540.0%26,9830.7%Computer and TechnologyTMOThermo Fisher Scientific$2,549,127$918,206 ▲56.3%4,9000.7%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$2,446,872$45,708 ▼-1.8%27,8370.6%ETFBABoeing$2,389,500$531,000 ▲28.6%13,5000.6%AerospaceDEODiageo$2,312,3680.0%18,1890.6%Consumer StaplesBABAAlibaba Group$2,289,330$593,530 ▲35.0%27,0000.6%Retail/WholesaleICEIntercontinental Exchange$2,235,150$447,030 ▲25.0%15,0000.6%FinanceTMUST-Mobile US$2,207,300$333,744 ▼-13.1%10,0000.6%Computer and TechnologyEAElectronic Arts$2,194,500$146,300 ▲7.1%15,0000.6%Consumer DiscretionaryIJSiShares S&P Small-Cap 600 Value ETF$2,172,200$2,172,200 ▲New Holding20,0000.6%ETFSPGSimon Property Group$2,152,6250.0%12,5000.6%FinanceDXCMDexCom$2,037,574$2,037,574 ▲New Holding26,2000.5%MedicalBKNGBooking$1,987,368$293,137 ▼-12.9%4000.5%Retail/WholesaleNVONovo Nordisk A/S$1,892,440$1,892,440 ▲New Holding22,0000.5%MedicalBIIBBiogen$1,880,916$214,088 ▲12.8%12,3000.5%MedicalAPTIV PLC SHS$1,874,880$1,874,880 ▲New Holding31,0000.5%EquitiesHESHess$1,862,140$1,862,140 ▲New Holding14,0000.5%Oils/EnergyCRMSalesforce$1,838,815$835,825 ▲83.3%5,5000.5%Computer and TechnologyAMTAmerican Tower$1,806,589$375,991 ▲26.3%9,8500.5%FinanceEQIXEquinix$1,791,491$188,578 ▲11.8%1,9000.5%FinanceSLViShares Silver Trust$1,579,800$87,547 ▲5.9%60,0000.4%ETFMSGSMadison Square Garden Sports$1,579,7600.0%7,0000.4%Consumer DiscretionaryORealty Income$1,495,480$308,443 ▲26.0%28,0000.4%FinanceIRMIron Mountain$1,471,540$210,220 ▼-12.5%14,0000.4%Business ServicesMTNVail Resorts$1,462,1100.0%7,8000.4%Consumer DiscretionaryCCICrown Castle$1,452,160$353,964 ▲32.2%16,0000.4%FinancePEGPublic Service Enterprise Group$1,351,840$168,980 ▲14.3%16,0000.3%UtilitiesDDominion Energy$1,346,500$243,986 ▲22.1%25,0000.3%UtilitiesJJacobs Solutions$1,306,804$106,896 ▲8.9%9,7800.3%Business ServicesFCXFreeport-McMoRan$1,303,0980.0%34,2200.3%Basic MaterialsUDRUDR$1,302,300$112,215 ▲9.4%30,0000.3%FinanceDUKDuke Energy$1,292,880$269,350 ▲26.3%12,0000.3%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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