IT

INSPIRE TRUST CO, N.A.

13F
INSPIRE TRUST CO, N.A.
Last update 2025-05-13 112 Stocks (3 new)
Value $420.00 Mil Turnover 13 %
Countries:
Top Holdings: EFA(3.98%)EEM(2.89%)MSFT(2.40%)VSS(2.35%)AAPL(2.30%)
Summary Stock Picks Current Portfolio
INSPIRE TRUST CO, N.A. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EFA
iShares MSCI EAFE ETF
204,970
16,752.2
+0.56%
3.980
+0.02%
0.030
+16.33%
+20.92%
64,814.9
 
EEM
iShares MSCI Emerging Markets ETF
278,000
12,148.6
+6.79%
2.890
+0.18%
0.070
+18.37%
+16.59%
18,361.8
 
MSFT
Microsoft Corp
26,890
10,094.2
+22.14%
2.400
+0.44%
0.000
+29.18%
+19.92%
3,742,360.2
Software
VSS
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
85,519
9,886.0
+6.21%
2.350
+0.14%
0.130
+22.47%
+18.74%
8,836.8
 
AAPL
Apple Inc
43,511
9,665.1
+27.55%
2.300
+0.50%
0.000
+6.32%
-15.48%
3,153,550.3
Hardware
CVX
Chevron Corp
53,000
8,866.4
-2.21%
2.110
-0.04%
0.000
+6.06%
+8.12%
265,065.2
Oil & Gas
NEE
NextEra Energy Inc
124,500
8,825.8
+16.36%
2.100
+0.30%
0.010
+9.86%
+4.42%
151,618.2
Utilities - Regulated
AVGO
Broadcom Inc
51,000
8,538.9
+29.44%
2.030
+0.46%
0.000
+50.45%
+20.51%
1,307,094.6
Semiconductors
RTX
RTX Corp
60,000
7,947.6
+5.26%
1.890
+0.09%
0.000
+14.40%
+27.61%
195,289.7
Aerospace & Defense
IJT
ISHARES TRUST
63,000
7,843.5
+13.18%
1.870
+0.22%
0.140
+15.01%
+0.95%
6,211.5
 

INSPIRE TRUST CO, N.A.'s Historical Top Holdings Breakdowns

INSPIRE TRUST CO, N.A.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-2.20%
●
551.42 ($587.78) 612.93
$624.06
6.17%
Reduce -58%
10,665
-14,729
SLB
Schlumberger Ltd
2025-03-31
New Buy
New Buy
+0.97%
●
38.4 ($40.98) 43.74
$36.25
-11.54%
New holding
98,000
98,000
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.81%
●
106.98 ($126.74) 149.43
$162.88
28.52%
Reduce -79.84%
5,951
-23,572
AMD
Advanced Micro Devices Inc
2025-03-31
Reduce
Reduce
-0.68%
●
96.63 ($111.19) 129.55
$138.41
24.48%
Reduce -53.66%
19,000
-22,000
DEO
Diageo PLC
2025-03-31
Sold Out
Sold Out
-0.59%
●
104.79 ($113.02) 126.12
$104.74
-7.33%
Sold Out
0
-18,189
IFF
International Flavors & Fragrances Inc
International Flavors & Fragrances Inc
2025-03-31
New Buy
New Buy
+0.55%
●
76.48 ($82.48) 87.72
$76.55
-7.19%
New holding
30,000
30,000
AAPL
Apple Inc
2025-03-31
Add
Add
+0.50%
●
209.68 ($231.67) 247.1
$211.14
-8.86%
Add 27.55%
43,511
9,399
J
Jacobs Solutions Inc
2025-03-31
Add
Add
+0.50%
●
119.26 ($130.03) 141.64
$134.20
3.21%
Add 176.07%
27,000
17,220
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.46%
●
167.43 ($211.65) 244.7
$277.90
31.30%
Add 29.44%
51,000
11,600
GOOG
Alphabet Inc
2025-03-31
Add
Add
+0.44%
●
156.06 ($183.12) 207.71
$177.66
-2.98%
Add 56.98%
32,180
11,680

INSPIRE TRUST CO, N.A. Total Holding History ($B)

To

INSPIRE TRUST CO, N.A.'s Asset Allocation

To

INSPIRE TRUST CO, N.A. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

INSPIRE TRUST CO, N.A.'s Hypothetical Growth since 2025-03-31

INSPIRE TRUST CO, N.A.'s Yearly Returns

Year Portfolio % % Excess Gain %

INSPIRE TRUST CO, N.A.'s Holdings Heat Map

Size field:

INSPIRE TRUST CO, N.A.'s Holdings Bubble Chart

INSPIRE TRUST CO, N.A. News

  • 1

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