Robert Netzly
@Inspire Investing, Llc
Latest period2024 - Q4ReportedManaged Assets$893.588MTotal holdings824
Assets growth rate-8.58%Assets growth rate (2-Q avg)2.04%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Inspire Investing, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 824 positions.
Assets under management
The assets under management (AUM) of Inspire Investing, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 893.588M in assets, with a quarterly growth rate of -8.58% and a 2-quarter average growth rate of 2.04%. The portfolio is managed by Robert Netzly, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ETREntergy Corp New
| 0.35% | $3.103M 40,922 shares@ $75.82 avg price | Increased 97.85% |
RGAReinsurance Grp Of America I
| 0.35% | $3.039M 14,224 shares@ $213.63 avg price | Increased 0.51% |
MCHPMicrochip Technology Inc.
| 0.34% | $3.01M 52,479 shares@ $57.36 avg price | Increased 1.59% |
QCOMQualcomm Inc
| 0.34% | $3.002M 19,544 shares@ $153.62 avg price | Increased 2.82% |
UTHRUnited Therapeutics Corp Del
| 0.33% | $2.946M 8,351 shares@ $352.82 avg price | Increased 18.21% |
CHEChemed Corp New
| 0.33% | $2.872M 5,421 shares@ $529.77 avg price | Increased 0.23% |
TERTeradyne Inc
| 0.31% | $2.707M 21,496 shares@ $125.93 avg price | Increased 26.62% |
EPAMEpam Sys Inc
| 0.31% | $2.701M 11,553 shares@ $233.83 avg price | Increased 3.3% |
CNICanadian Natl Ry Co
| 0.29% | $2.586M 25,470 shares@ $101.54 avg price | Increased 8.46% |
BRCBrady Corp
| 0.29% | $2.56M 34,662 shares@ $73.86 avg price | Increased 0.15% |