INSPIRE TRUST CO, N.A.

Filed: 11/10/2025ACC: 0001993352-25-000009

📋 What this filing means

INSPIRE TRUST CO, N.A. filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $549.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

108

Positions

$549.46M

Total AUM (reported)

5.76M

Total Shares

Allocation by class

EQUITIES$549.46M100.0%

Portfolio Concentration

Top 3$48.78M8.9%

4–10$86.17M15.7%

11–25$113.13M20.6%

Rest$301.38M54.9%

Top 3 weight

8.9%

Top 10 weight

24.6%

Voting Authority Distribution

Total shares with voting rights: 5.76M

Sole

Full voting authority

36.99K

% of voting shares0.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.72M

% of voting shares99.4%

Investment Discretion (by position count)

Sole108

Shared0

Other0

Dominant voting typeNone · 99.4% of voting shares

Institutional Holdings108

Rows:

ISHARES TR CORE MSCI EAFE

SOLE

Equities

Shares200K

TypeSH

Market value$17.46M

3.18%

Sole

0.00

Shared

0.00

None

200K

BROADCOM INC.

SOLE

Equities

Shares47.98K

TypeSH

Market value$15.83M

2.88%

Sole

77.00

Shared

0.00

None

47.90K

ISHARES CORE MSCI EMERGING

SOLE

Equities

Shares235K

TypeSH

Market value$15.49M

2.82%

Sole

0.00

Shared

0.00

None

235K

MICROSOFT CORP.

SOLE

Equities

Shares27.09K

TypeSH

Market value$14.03M

2.55%

Sole

86.00

Shared

0.00

None

27K

ALPHABET INC. CLASS C

SOLE

Equities

Shares56.18K

TypeSH

Market value$13.68M

2.49%

Sole

180.00

Shared

0.00

None

56K

APPLE INC.

SOLE

Equities

Shares53.51K

TypeSH

Market value$13.62M

2.48%

Sole

505.00

Shared

0.00

None

53K

NEXTERA ENERGY INC.

SOLE

Equities

Shares160K

TypeSH

Market value$12.08M

2.20%

Sole

0.00

Shared

0.00

None

160K

ISHARES TR S&P SML 600 GWT

SOLE

Equities

Shares85K

TypeSH

Market value$12.03M

2.19%

Sole

0.00

Shared

0.00

None

85K

RAYTHEON TECHNOLOGIES CORP.

SOLE

Equities

Shares64K

TypeSH

Market value$10.71M

1.95%

Sole

0.00

Shared

0.00

None

64K

CHEVRON CORP.

SOLE

Equities

Shares64.50K

TypeSH

Market value$10.02M

1.82%

Sole

0.00

Shared

0.00

None

64.50K

TAIWAN SEMICONDUCTOR MFG LTD AD

SOLE

Equities

Shares35K

TypeSH

Market value$9.78M

1.78%

Sole

0.00

Shared

0.00

None

35K

JPMORGAN CHASE & CO.

SOLE

Equities

Shares30.70K

TypeSH

Market value$9.68M

1.76%

Sole

0.00

Shared

0.00

None

30.70K

ORACLE CORP.

SOLE

Equities

Shares33K

TypeSH

Market value$9.28M

1.69%

Sole

0.00

Shared

0.00

None

33K

CHUBB LIMITED COM

SOLE

Equities

Shares32.10K

TypeSH

Market value$9.06M

1.65%

Sole

0.00

Shared

0.00

None

32.10K

VANGUARD INDEX FDS MCAP GR IDXV

SOLE

Equities

Shares30.50K

TypeSH

Market value$8.96M

1.63%

Sole

0.00

Shared

0.00

None

30.50K

CITIGROUP INC COM NEW

SOLE

Equities

Shares80K

TypeSH

Market value$8.12M

1.48%

Sole

0.00

Shared

0.00

None

80K

SPDR S&P MIDCAP 400 ETF TR UTSE

SOLE

Equities

Shares12K

TypeSH

Market value$7.15M

1.30%

Sole

0.00

Shared

0.00

None

12K

JOHNSON CTLS INTL PLC SHS

SOLE

Equities

Shares65K

TypeSH

Market value$7.15M

1.30%

Sole

0.00

Shared

0.00

None

65K

JOHNSON & JOHNSON

SOLE

Equities

Shares36K

TypeSH

Market value$6.68M

1.21%

Sole

0.00

Shared

0.00

None

36K

INTERNATIONAL BUSINESS MACHS CO

SOLE

Equities

Shares23K

TypeSH

Market value$6.49M

1.18%

Sole

0.00

Shared

0.00

None

23K

AMAZON.COM INC.

SOLE

Equities

Shares28.43K

TypeSH

Market value$6.24M

1.14%

Sole

429.00

Shared

0.00

None

28K

BERKSHIRE HATHAWAY INC. CLASS B

SOLE

Equities

Shares12.40K

TypeSH

Market value$6.23M

1.13%

Sole

0.00

Shared

0.00

None

12.40K

WILLIAMS COS INC COM

SOLE

Equities

Shares97K

TypeSH

Market value$6.14M

1.12%

Sole

0.00

Shared

0.00

None

97K

UNITEDHEALTH GROUP INC.

SOLE

Equities

Shares17.70K

TypeSH

Market value$6.11M

1.11%

Sole

0.00

Shared

0.00

None

17.70K

3M CO COM

SOLE

Equities

Shares39K

TypeSH

Market value$6.05M

1.10%

Sole

0.00

Shared

0.00

None

39K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TR CORE MSCI EAFESOLE	Equities	200K	SH	$17.46M 3.18%	0.00	200K
BROADCOM INC.SOLE	Equities	47.98K	SH	$15.83M 2.88%	77.00	47.90K
ISHARES CORE MSCI EMERGINGSOLE	Equities	235K	SH	$15.49M 2.82%	0.00	235K
MICROSOFT CORP.SOLE	Equities	27.09K	SH	$14.03M 2.55%	86.00	27K
ALPHABET INC. CLASS CSOLE	Equities	56.18K	SH	$13.68M 2.49%	180.00	56K
APPLE INC.SOLE	Equities	53.51K	SH	$13.62M 2.48%	505.00	53K
NEXTERA ENERGY INC.SOLE	Equities	160K	SH	$12.08M 2.20%	0.00	160K
ISHARES TR S&P SML 600 GWTSOLE	Equities	85K	SH	$12.03M 2.19%	0.00	85K
RAYTHEON TECHNOLOGIES CORP.SOLE	Equities	64K	SH	$10.71M 1.95%	0.00	64K
CHEVRON CORP.SOLE	Equities	64.50K	SH	$10.02M 1.82%	0.00	64.50K
TAIWAN SEMICONDUCTOR MFG LTD ADSOLE	Equities	35K	SH	$9.78M 1.78%	0.00	35K
JPMORGAN CHASE & CO.SOLE	Equities	30.70K	SH	$9.68M 1.76%	0.00	30.70K
ORACLE CORP.SOLE	Equities	33K	SH	$9.28M 1.69%	0.00	33K
CHUBB LIMITED COMSOLE	Equities	32.10K	SH	$9.06M 1.65%	0.00	32.10K
VANGUARD INDEX FDS MCAP GR IDXVSOLE	Equities	30.50K	SH	$8.96M 1.63%	0.00	30.50K
CITIGROUP INC COM NEWSOLE	Equities	80K	SH	$8.12M 1.48%	0.00	80K
SPDR S&P MIDCAP 400 ETF TR UTSESOLE	Equities	12K	SH	$7.15M 1.30%	0.00	12K
JOHNSON CTLS INTL PLC SHSSOLE	Equities	65K	SH	$7.15M 1.30%	0.00	65K
JOHNSON & JOHNSONSOLE	Equities	36K	SH	$6.68M 1.21%	0.00	36K
INTERNATIONAL BUSINESS MACHS COSOLE	Equities	23K	SH	$6.49M 1.18%	0.00	23K
AMAZON.COM INC.SOLE	Equities	28.43K	SH	$6.24M 1.14%	429.00	28K
BERKSHIRE HATHAWAY INC. CLASS BSOLE	Equities	12.40K	SH	$6.23M 1.13%	0.00	12.40K
WILLIAMS COS INC COMSOLE	Equities	97K	SH	$6.14M 1.12%	0.00	97K
UNITEDHEALTH GROUP INC.SOLE	Equities	17.70K	SH	$6.11M 1.11%	0.00	17.70K
3M CO COMSOLE	Equities	39K	SH	$6.05M 1.10%	0.00	39K

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