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
+23.87%
+19.53%
64,072.1
 
EEM
iShares MSCI Emerging Markets ETF
278,000
12,148.6
+6.79%
2.890
+0.18%
0.070
+26.63%
+16.64%
18,369.4
 
MSFT
Microsoft Corp
26,890
10,094.2
+22.14%
2.400
+0.44%
0.000
+40.51%
+18.43%
3,696,018.3
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
+29.32%
+17.74%
8,762.2
 
AAPL
Apple Inc
43,511
9,665.1
+27.55%
2.300
+0.50%
0.000
+21.60%
-16.18%
3,127,337.9
Hardware
CVX
Chevron Corp
53,000
8,866.4
-2.21%
2.110
-0.04%
0.000
+10.17%
+5.31%
258,170.9
Oil & Gas
NEE
NextEra Energy Inc
124,500
8,825.8
+16.36%
2.100
+0.30%
0.010
+12.92%
+1.81%
147,830.3
Utilities - Regulated
AVGO
Broadcom Inc
51,000
8,538.9
+29.44%
2.030
+0.46%
0.000
+76.60%
+19.21%
1,292,984.2
Semiconductors
RTX
RTX Corp
60,000
7,947.6
+5.26%
1.890
+0.09%
0.000
+21.43%
+27.05%
194,428.0
Aerospace & Defense
IJT
ISHARES TRUST
63,000
7,843.5
+13.18%
1.870
+0.22%
0.140
+24.07%
-0.02%
6,152.2
 

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
$620.56
5.58%
Reduce -58%
10,665
-14,729
SLB
Schlumberger Ltd
2025-03-31
New Buy
New Buy
+0.97%
●
38.4 ($40.98) 43.74
$35.51
-13.35%
New holding
98,000
98,000
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.81%
●
106.98 ($126.74) 149.43
$159.26
25.66%
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
$136.72
22.96%
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
$104.42
-7.61%
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
$75.18
-8.85%
New holding
30,000
30,000
AAPL
Apple Inc
2025-03-31
Add
Add
+0.50%
●
209.68 ($231.67) 247.1
$209.38
-9.62%
Add 27.55%
43,511
9,399
J
Jacobs Solutions Inc
2025-03-31
Add
Add
+0.50%
●
119.26 ($130.03) 141.64
$133.21
2.45%
Add 176.07%
27,000
17,220
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.46%
●
167.43 ($211.65) 244.7
$274.90
29.88%
Add 29.44%
51,000
11,600
GOOG
Alphabet Inc
2025-03-31
Add
Add
+0.44%
●
156.06 ($183.12) 207.71
$177.19
-3.24%
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

Discussions on INSPIRE TRUST CO, N.A.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.