INSPIRE TRUST CO, N.A.

Filed: 8/14/2025ACC: 0001993352-25-000005

📋 What this filing means

INSPIRE TRUST CO, N.A. filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $484.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

109

Positions

$484.88M

Total AUM (reported)

5.37M

Total Shares

Allocation by class

EQUITIES$484.88M100.0%

Portfolio Concentration

Top 3$45.60M9.4%

4–10$74.35M15.3%

11–25$97.23M20.1%

Rest$267.70M55.2%

Top 3 weight

9.4%

Top 10 weight

24.7%

Voting Authority Distribution

Total shares with voting rights: 5.37M

Sole

Full voting authority

21.45K

% of voting shares0.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.35M

% of voting shares99.6%

Investment Discretion (by position count)

Sole109

Shared0

Other0

Dominant voting typeNone · 99.6% of voting shares

Institutional Holdings109

Rows:

ISHARES TR MSCI EAFE ETF

SOLE

Equities

Shares200.97K

TypeSH

Market value$17.96M

3.71%

Sole

0.00

Shared

0.00

None

200.97K

ISHARES TR MSCI EMG MKT ETF

SOLE

Equities

Shares290K

TypeSH

Market value$13.99M

2.89%

Sole

0.00

Shared

0.00

None

290K

BROADCOM INC.

SOLE

Equities

Shares49.50K

TypeSH

Market value$13.64M

2.81%

Sole

0.00

Shared

0.00

None

49.50K

MICROSOFT CORP.

SOLE

Equities

Shares26.50K

TypeSH

Market value$13.18M

2.72%

Sole

0.00

Shared

0.00

None

26.50K

VANGUARD INTL EQUITY INDEX FDS

SOLE

Equities

Shares85.52K

TypeSH

Market value$11.49M

2.37%

Sole

0.00

Shared

0.00

None

85.52K

APPLE INC.

SOLE

Equities

Shares51.84K

TypeSH

Market value$10.64M

2.19%

Sole

343.00

Shared

0.00

None

51.50K

ISHARES TR S&P SML 600 GWT

SOLE

Equities

Shares75K

TypeSH

Market value$9.98M

2.06%

Sole

0.00

Shared

0.00

None

75K

NEXTERA ENERGY INC.

SOLE

Equities

Shares143K

TypeSH

Market value$9.93M

2.05%

Sole

0.00

Shared

0.00

None

143K

ALPHABET INC. CLASS C

SOLE

Equities

Shares55.18K

TypeSH

Market value$9.79M

2.02%

Sole

180.00

Shared

0.00

None

55K

RAYTHEON TECHNOLOGIES CORP.

SOLE

Equities

Shares64K

TypeSH

Market value$9.35M

1.93%

Sole

0.00

Shared

0.00

None

64K

JPMORGAN CHASE & CO.

SOLE

Equities

Shares30K

TypeSH

Market value$8.70M

1.79%

Sole

0.00

Shared

0.00

None

30K

ORACLE CORP.

SOLE

Equities

Shares38K

TypeSH

Market value$8.31M

1.71%

Sole

0.00

Shared

0.00

None

38K

VANGUARD INDEX FDS MCAP GR IDXV

SOLE

Equities

Shares28.50K

TypeSH

Market value$8.11M

1.67%

Sole

0.00

Shared

0.00

None

28.50K

TAIWAN SEMICONDUCTOR MFG LTD AD

SOLE

Equities

Shares35K

TypeSH

Market value$7.93M

1.63%

Sole

0.00

Shared

0.00

None

35K

CITIGROUP INC COM NEW

SOLE

Equities

Shares80K

TypeSH

Market value$6.81M

1.40%

Sole

0.00

Shared

0.00

None

80K

TARGET CORP COM

SOLE

Equities

Shares66K

TypeSH

Market value$6.51M

1.34%

Sole

0.00

Shared

0.00

None

66K

SPDR S&P MIDCAP 400 ETF TR UTSE

SOLE

Equities

Shares11K

TypeSH

Market value$6.23M

1.29%

Sole

0.00

Shared

0.00

None

11K

AMAZON.COM INC.

SOLE

Equities

Shares28.31K

TypeSH

Market value$6.21M

1.28%

Sole

310.00

Shared

0.00

None

28K

JOHNSON CTLS INTL PLC SHS

SOLE

Equities

Shares58K

TypeSH

Market value$6.13M

1.26%

Sole

0.00

Shared

0.00

None

58K

CHEVRON CORP.

SOLE

Equities

Shares41K

TypeSH

Market value$5.87M

1.21%

Sole

0.00

Shared

0.00

None

41K

JOHNSON & JOHNSON

SOLE

Equities

Shares36K

TypeSH

Market value$5.50M

1.13%

Sole

0.00

Shared

0.00

None

36K

INTERNATIONAL BUSINESS MACHS CO

SOLE

Equities

Shares18K

TypeSH

Market value$5.31M

1.09%

Sole

0.00

Shared

0.00

None

18K

FERGUSON ENTERPRISES INC

SOLE

Equities

Shares24K

TypeSH

Market value$5.23M

1.08%

Sole

0.00

Shared

0.00

None

24K

AT&T INC COM

SOLE

Equities

Shares180K

TypeSH

Market value$5.21M

1.07%

Sole

0.00

Shared

0.00

None

180K

WEYERHAEUSER CO MTN BE COM NEW

SOLE

Equities

Shares202K

TypeSH

Market value$5.19M

1.07%

Sole

0.00

Shared

0.00

None

202K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TR MSCI EAFE ETFSOLE	Equities	200.97K	SH	$17.96M 3.71%	0.00	200.97K
ISHARES TR MSCI EMG MKT ETFSOLE	Equities	290K	SH	$13.99M 2.89%	0.00	290K
BROADCOM INC.SOLE	Equities	49.50K	SH	$13.64M 2.81%	0.00	49.50K
MICROSOFT CORP.SOLE	Equities	26.50K	SH	$13.18M 2.72%	0.00	26.50K
VANGUARD INTL EQUITY INDEX FDSSOLE	Equities	85.52K	SH	$11.49M 2.37%	0.00	85.52K
APPLE INC.SOLE	Equities	51.84K	SH	$10.64M 2.19%	343.00	51.50K
ISHARES TR S&P SML 600 GWTSOLE	Equities	75K	SH	$9.98M 2.06%	0.00	75K
NEXTERA ENERGY INC.SOLE	Equities	143K	SH	$9.93M 2.05%	0.00	143K
ALPHABET INC. CLASS CSOLE	Equities	55.18K	SH	$9.79M 2.02%	180.00	55K
RAYTHEON TECHNOLOGIES CORP.SOLE	Equities	64K	SH	$9.35M 1.93%	0.00	64K
JPMORGAN CHASE & CO.SOLE	Equities	30K	SH	$8.70M 1.79%	0.00	30K
ORACLE CORP.SOLE	Equities	38K	SH	$8.31M 1.71%	0.00	38K
VANGUARD INDEX FDS MCAP GR IDXVSOLE	Equities	28.50K	SH	$8.11M 1.67%	0.00	28.50K
TAIWAN SEMICONDUCTOR MFG LTD ADSOLE	Equities	35K	SH	$7.93M 1.63%	0.00	35K
CITIGROUP INC COM NEWSOLE	Equities	80K	SH	$6.81M 1.40%	0.00	80K
TARGET CORP COMSOLE	Equities	66K	SH	$6.51M 1.34%	0.00	66K
SPDR S&P MIDCAP 400 ETF TR UTSESOLE	Equities	11K	SH	$6.23M 1.29%	0.00	11K
AMAZON.COM INC.SOLE	Equities	28.31K	SH	$6.21M 1.28%	310.00	28K
JOHNSON CTLS INTL PLC SHSSOLE	Equities	58K	SH	$6.13M 1.26%	0.00	58K
CHEVRON CORP.SOLE	Equities	41K	SH	$5.87M 1.21%	0.00	41K
JOHNSON & JOHNSONSOLE	Equities	36K	SH	$5.50M 1.13%	0.00	36K
INTERNATIONAL BUSINESS MACHS COSOLE	Equities	18K	SH	$5.31M 1.09%	0.00	18K
FERGUSON ENTERPRISES INCSOLE	Equities	24K	SH	$5.23M 1.08%	0.00	24K
AT&T INC COMSOLE	Equities	180K	SH	$5.21M 1.07%	0.00	180K
WEYERHAEUSER CO MTN BE COM NEWSOLE	Equities	202K	SH	$5.19M 1.07%	0.00	202K

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