Inspire Investing Discloses Over $1 Billion in Q3 2025 Holdings
Inspire Investing, LLC
Filing Summary
Inspire Investing Discloses Over $1 Billion in Q3 2025 Holdings
Filer: Inspire Investing, LLC Form: 13F-HR | Filed: 2025-10-15 Significance: Medium
Filing Summary: • Type: Quarterly Holdings Report (13F-HR) • Total Holdings Value: $1,027,387,702 • Number of Holdings: 846 • Period of Report: 2025-09-30
Key Insight: Inspire Investing has filed its quarterly report disclosing over $1B in managed assets. Top holdings include significant positions in industrial, technology, and networking sectors, such as Caterpillar ($CAT) and Arista Networks ($ANET).
Context: Form 13F filings provide a snapshot of an institutional investment manager's portfolio at the end of a quarter, offering insights into their investment strategy and sector allocations.
This is PUBLIC SEC data for educational purposes. Not investment advice.
Comprehensive Analysis
SEC Filing Analysis: Inspire Investing, LLC
Executive Summary
- Trading Significance: Medium
- Key Takeaway: Inspire Investing, LLC has reported $1.03 billion in assets under management as of September 30, 2025, across 846 positions, indicating a broadly diversified portfolio. The filing provides a valuable look into the firm's investment strategy.
- Market Impact: As this is a routine quarterly disclosure of a large, diversified portfolio, it is not expected to cause significant, immediate market impact on any single stock. However, the data is valuable for tracking institutional sentiment and the firm's strategic shifts over time.
Filer Information
| Field | Value |
|---|---|
| Filer Name | Inspire Investing, LLC |
| CIK | 0001670139 |
| Type | Institutional Investment Manager |
Filing Details
| Field | Value |
|---|---|
| Form Type | 13F-HR (Holdings Report) |
| Filing Date | 2025-10-15 |
| Period of Report | 2025-09-30 |
| Total Holdings Value | $1,027,387,702 |
| Total Number of Holdings | 846 |
Holdings Analysis
A Form 13F-HR is a mandatory quarterly report filed by institutional investment managers with at least $100 million in assets under management. It discloses their long positions in publicly traded securities. This filing does not include short positions or other types of investments.
Top 5 Reported Holdings (by Value)
- CATERPILLAR INC (CAT): $22,615,590
- ARISTA NETWORKS INC (ANET): $21,118,770
- AMPHENOL CORP NEW (APH): $18,101,408
- KLA CORP (KLAC): $15,058,335
- INTERACTIVE BROKERS GROUP INC (IBKR): $13,919,098
Investment Insights
Positive Market Indicators
- Significant AUM: Managing over $1 billion in assets signifies a substantial and established investment operation.
- Diversification: The portfolio is spread across 846 different securities, suggesting a strategy focused on risk management through broad diversification rather than concentrated bets.
- Sector Focus: The top holdings indicate a significant allocation towards the Industrials (Caterpillar), Technology Hardware (Arista, Amphenol, KLA), and Financials (Interactive Brokers) sectors.
Risk Factors
- Backward-Looking Data: The holdings are reported as of September 30, 2025. The portfolio may have changed significantly since that date.
- No Short Positions: 13F filings only show long positions, providing an incomplete picture of the firm's overall market view and hedging strategies.
Key Takeaways
- Diversified Strategy: Inspire Investing employs a highly diversified investment approach, minimizing single-stock risk.
- Industrial and Tech Conviction: The largest positions are in established industrial and technology companies, suggesting a belief in the long-term value of these sectors.
- ETF Holdings: The firm holds significant positions in its own family of ETFs (e.g., INSPIRE CORP BD, INSPIRE INTL ETF), which is common for asset managers that offer such products.
Contextual Analysis
Filing Context
This 13F-HR filing is a standard, legally required disclosure. It provides transparency into the holdings of a large institutional manager. The data is most useful when compared with previous filings to identify trends, such as new positions, exited positions, and changes in allocation sizes, which can signal shifts in the firm's investment thesis.
Company Context
Inspire Investing, LLC is an investment advisory firm known for its "biblically responsible investing" (BRI) approach, which involves screening companies based on certain ethical and moral criteria. The composition of this 13F portfolio reflects the universe of companies that meet their specific screening requirements.
IMPORTANT DISCLAIMER: This analysis is for informational purposes only and is not intended as investment advice. The information presented is based on publicly available SEC filings and should not be construed as a recommendation to buy, sell, or hold any securities. Past performance does not guarantee future results. All investments carry risk, including the potential loss of principal. Please consult with a qualified financial advisor before making any investment decisions.
Analysis generated on 2025-10-15 | Data source: SEC EDGAR
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.