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David Skalicky

Inspire Trust Co, N.a.

Assets Managed
$647.732M
Holdings
106
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
6.29%(2Q avg: 8.6%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Inspire Trust Co, N.a.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Inspire Trust Co, N.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 647.732M in assets, with a quarterly growth rate of 6.29% and a 2-quarter average growth rate of 8.6%. The portfolio is managed by David Skalicky, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 21.04%
3.77%
$24.413M
350,000 shares@ $69.75 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 11.54%
3.62%
$23.447M
259,000 shares@ $90.53 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 18.45%
2.79%
$18.007M
58,179 shares@ $309.51 avg price
AAPL
Apple Inc
Recent Activity
Increased 18.18%
2.67%
$17.271M
68,052 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 34.24%
2.62%
$16.963M
45,825 shares@ $370.17 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 7.41%
2.46%
$15.887M
55,381 shares@ $286.87 avg price
IJT
Ishares S&p Small-cap 600 Gr
Recent Activity
Increased 4.09%
2.28%
$14.76M
102,000 shares@ $144.71 avg price
CVX
Chevron Corp
Recent Activity
Decreased -8.73%
2.15%
$13.879M
67,080 shares@ $206.9 avg price
NEE
Nextera Energy Inc
Recent Activity
Decreased -5.97%
2.11%
$13.624M
146,679 shares@ $92.89 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 8.58%
1.99%
$12.842M
38,000 shares@ $337.95 avg price

1-10 of 106