Insight Inv LLC
- SEC CIK
- 0001909322
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Jul 23, 2026.SEC
- Positions
- 109
- +5 vs. Q1 2026
- Total value
- $212.13M
- +$29.39M (+16.1%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| MRVLMARVELL TECHNOLOGY INC | COM | 44,189 | $13.16M | 6.21% | −1,500−3.3% | Reduced | View |
| AMATAPPLIED MATLS INC COM | Stock | 13,858 | $10.02M | 4.72% | −405−2.8% | Reduced | View |
| GLWCORNING INC | COM | 38,535 | $9.84M | 4.64% | −1,597−4.0% | Reduced | View |
| AAPLAPPLE INC COM | Stock | 31,410 | $9.09M | 4.28% | −560−1.8% | Reduced | View |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506 | ETF | 87,609 | $7.1M | 3.35% | +1,730+2.0% | Added | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 18,409 | $6.58M | 3.10% | −604−3.2% | Reduced | View |
| CSCOCISCO SYS INC COM | Stock | 39,698 | $4.66M | 2.20% | −1,000−2.5% | Reduced | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 13,625 | $4.46M | 2.10% | −39−0.3% | Reduced | View |
| WSMWILLIAMS SONOMA INC | COM | 18,683 | $4.36M | 2.05% | −655−3.4% | Reduced | View |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 15,213 | $4.28M | 2.02% | +55+0.4% | Added | View |
| AMZNAMAZON COM INC COM | Stock | 17,673 | $4.21M | 1.99% | +80+0.5% | Added | View |
| MSFTMICROSOFT CORP COM | Stock | 11,286 | $4.21M | 1.98% | −167−1.5% | Reduced | View |
| MSMORGAN STANLEY COM NEW | Stock | 19,192 | $4.01M | 1.89% | +256+1.4% | Added | View |
| AXPAMERICAN EXPRESS CO COM | Stock | 11,764 | $3.98M | 1.88% | −25−0.2% | Reduced | View |
| GHCGRAHAM HLDGS CO | COM CL B | 3,438 | $3.92M | 1.85% | +53+1.6% | Added | View |
| MSGSMADISON SQUARE GRDN SPRT COR | CL A | 9,453 | $3.8M | 1.79% | −150−1.6% | Reduced | View |
| CCITIGROUP INC COM NEW | Stock | 26,925 | $3.77M | 1.78% | −55−0.2% | Reduced | View |
| WMTWALMART INC COM | Stock | 32,245 | $3.65M | 1.72% | −405−1.2% | Reduced | View |
| RTXRTX CORPORATION COM | Stock | 17,816 | $3.38M | 1.59% | +29+0.2% | Added | View |
| ALLALLSTATE CORP COM | Stock | 13,638 | $3.25M | 1.53% | −27−0.2% | Reduced | View |
| GDGENERAL DYNAMICS CORP COM | Stock | 9,067 | $3.21M | 1.51% | −45−0.5% | Reduced | View |
| VANGUARD SCOTTSDALE FDS92206C409 | SHRT TRM CORP BD | 40,400 | $3.19M | 1.51% | +1,074+2.7% | Added | – |
| PNCPNC FINL SVCS GROUP INC COM | Stock | 12,919 | $3.18M | 1.50% | +106+0.8% | Added | View |
| AMGNAMGEN INC COM | Stock | 8,724 | $3.16M | 1.49% | −42−0.5% | Reduced | View |
| FIRST TR EXCHANGE-TRADED FD33739Q200 | FST LOW OPPT EFT | 62,900 | $3.13M | 1.48% | +10,767+20.7% | Added | – |
| EOGEOG RES INC COM | Stock | 24,077 | $3.12M | 1.47% | +556+2.4% | Added | View |
| QCOMQUALCOMM INC COM | Stock | 16,845 | $3.11M | 1.47% | −220−1.3% | Reduced | View |
| TJXTJX COS INC NEW COM | Stock | 20,494 | $3.1M | 1.46% | −132−0.6% | Reduced | View |
| JNJJOHNSON & JOHNSON COM | Stock | 12,074 | $3.07M | 1.45% | −55−0.5% | Reduced | View |
| WRBBERKLEY W R CORP | COM | 40,655 | $2.87M | 1.35% | +3,587+9.7% | Added | View |
| JCIJOHNSON CTLS INTL PLC SHS | Stock | 19,609 | $2.87M | 1.35% | −780−3.8% | Reduced | View |
| CVXCHEVRON CORPORATION COM | Stock | 17,277 | $2.86M | 1.35% | −21−0.1% | Reduced | View |
| INTCINTEL CORP COM | Stock | 20,461 | $2.86M | 1.35% | −1,521−6.9% | Reduced | View |
| PEPPEPSICO INC COM | Stock | 20,335 | $2.75M | 1.30% | +440+2.2% | Added | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 5,451 | $2.73M | 1.29% | +435+8.7% | Added | View |
| MRKMERCK & CO INC COM | Stock | 20,428 | $2.62M | 1.24% | −476−2.3% | Reduced | View |
| EMREMERSON ELEC CO COM | Stock | 18,259 | $2.61M | 1.23% | +42+0.2% | Added | View |
| ORCLORACLE CORP COM | Stock | 17,084 | $2.5M | 1.18% | +259+1.5% | Added | View |
| ISHARES MSCI USA QUALITY FACTOR ETF46432F339 | ETF | 11,364 | $2.49M | 1.18% | +875+8.3% | Added | – |
| PGPROCTER & GAMBLE CO COM | Stock | 16,496 | $2.42M | 1.14% | +1,740+11.8% | Added | View |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 17,790 | $2.21M | 1.04% | +13,141+282.7% | Added | – |
| FIRST TR EXCH TRADED FD III33740J104 | ULTRA SHT DUR MU | 108,495 | $2.18M | 1.03% | −450−0.4% | Reduced | – |
| ISHARES RUSSELL 1000 VALUE ETF464287598 | ETF | 8,971 | $2.17M | 1.03% | 00.0% | Unchanged | – |
| PCARPACCAR INC | COM | 16,983 | $2.04M | 0.96% | −250−1.5% | Reduced | View |
| VANGUARD S&P 500 ETF922908363 | ETF | 2,864 | $1.97M | 0.93% | −82−2.8% | Reduced | – |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 61,110 | $1.94M | 0.91% | +4,171+7.3% | Added | – |
| BPBP PLC SPONSORED ADR | ADR | 52,121 | $1.93M | 0.91% | −800−1.5% | Reduced | View |
| FIRST TR EXCH TRADED FD III33739P830 | SHRT DUR MNG MUN | 91,485 | $1.83M | 0.86% | +4,675+5.4% | Added | – |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870 | ETF | 20,631 | $1.71M | 0.80% | −390−1.9% | Reduced | – |
| LNCLINCOLN NATL CORP IND | COM | 47,727 | $1.69M | 0.80% | −850−1.7% | Reduced | View |
| ISHARES MSCI USA MIN VOL FACTOR ETF46429B697 | ETF | 15,596 | $1.5M | 0.71% | −1,915−10.9% | Reduced | – |
| LOWLOWES COS INC COM | Stock | 6,545 | $1.44M | 0.68% | −57−0.9% | Reduced | View |
| DISDISNEY WALT CO COM | Stock | 13,911 | $1.34M | 0.63% | −330−2.3% | Reduced | View |
| TAT&T INC COM | Stock | 58,051 | $1.2M | 0.57% | −1,975−3.3% | Reduced | View |
| AVGOBROADCOM INC COM | Stock | 2,726 | $1.03M | 0.49% | −70−2.5% | Reduced | View |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 20,152 | $853.24K | 0.40% | −683−3.3% | Reduced | View |
| BMYBRISTOL-MYERS SQUIBB CO COM | Stock | 14,711 | $847.65K | 0.40% | −565−3.7% | Reduced | View |
| CVSCVS HEALTH CORP COM | Stock | 8,115 | $839.5K | 0.40% | −812−9.1% | Reduced | View |
| SOSOUTHERN CO COM | Stock | 8,705 | $833.16K | 0.39% | −215−2.4% | Reduced | View |
| TPLTEXAS PACIFIC LAND CORPORATION COM | Stock | 1,690 | $739.61K | 0.35% | 00.0% | Unchanged | View |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 3,309 | $721.13K | 0.34% | −381−10.3% | Reduced | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 8,415 | $648.88K | 0.31% | −120−1.4% | Reduced | – |
| ELVELEVANCE HEALTH INC FORMERLY A COM | Stock | 1,618 | $625.73K | 0.29% | −509−23.9% | Reduced | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 1,745 | $616.56K | 0.29% | −137−7.3% | Reduced | View |
| FIRST TR EXCHANGE TRADED FD33741X102 | SMID RISNG ETF | 13,645 | $588.65K | 0.28% | 00.0% | Unchanged | – |
| VVISA INC COM CL A | Stock | 1,495 | $512.92K | 0.24% | 00.0% | Unchanged | View |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 533 | $498.61K | 0.24% | 00.0% | Unchanged | View |
| PSLVSPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 25,750 | $485.9K | 0.23% | 00.0% | Unchanged | View |
| HDHOME DEPOT INC COM | Stock | 1,271 | $448.38K | 0.21% | −9−0.7% | Reduced | View |
| ETF SER SOLUTIONS26922A289 | DEFIANCE CONNECT | 4,167 | $396.02K | 0.19% | 00.0% | Unchanged | – |
| LHLABCORP HOLDINGS INC COM SHS | Stock | 1,410 | $394.8K | 0.19% | −2,494−63.9% | Reduced | View |
| PANWPALO ALTO NETWORKS INC COM | Stock | 1,128 | $384.67K | 0.18% | +1,128 | New | View |
| ISHARES S&P MID-CAP 400 VALUE ETF464287705 | ETF | 2,344 | $346.28K | 0.16% | −372−13.7% | Reduced | – |
| ABBVABBVIE INC COM | Stock | 1,328 | $334.18K | 0.16% | +7+0.5% | Added | View |
| BNYBANK OF NY MELLON CORP COM | Stock | 2,205 | $318.87K | 0.15% | −56−2.5% | Reduced | View |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 600 | $300.82K | 0.14% | 00.0% | Unchanged | View |
| ISHARES S&P MID-CAP 400 GROWTH ETF464287606 | ETF | 2,509 | $294.81K | 0.14% | 00.0% | Unchanged | – |
| NVDANVIDIA CORPORATION COM | Stock | 1,443 | $288.73K | 0.14% | +9+0.6% | Added | View |
| ISHARES RUSSELL MID-CAP VALUE ETF464287473 | ETF | 1,752 | $288.38K | 0.14% | 00.0% | Unchanged | – |
| INVESCO EXCHANGE TRADED FD T46137V613 | RAFI US 1000 ETF | 5,205 | $281.23K | 0.13% | 00.0% | Unchanged | – |
| RGLDROYAL GOLD INC COM | Stock | 1,400 | $279.45K | 0.13% | −115−7.6% | Reduced | View |
| MCDMCDONALDS CORP COM | Stock | 982 | $265.44K | 0.13% | −11−1.1% | Reduced | View |
| URIUNITED RENTALS INC | COM | 228 | $258.3K | 0.12% | +228 | New | View |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 1,716 | $254.5K | 0.12% | −100−5.5% | Reduced | – |
| CMICUMMINS INC COM | Stock | 350 | $249.62K | 0.12% | +350 | New | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 118 | $234.75K | 0.11% | +118 | New | View |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409 | ETF | 1,715 | $204.07K | 0.10% | +1,715 | New | – |
| PSKYPARAMOUNT SKYDANCE CORP | COM CL B | 19,655 | $193.8K | 0.09% | −735−3.6% | Reduced | View |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 1,883 | $181.86K | 0.09% | −700−27.1% | Reduced | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 234 | $175.24K | 0.08% | 00.0% | Unchanged | – |
| ISHARES S&P SMALL-CAP 600 VALUE ETF464287879 | ETF | 1,238 | $169.21K | 0.08% | −299−19.5% | Reduced | – |
| ISHARES S&P 500 GROWTH ETF464287309 | ETF | 1,113 | $153.07K | 0.07% | 00.0% | Unchanged | – |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611 | ETF | 585 | $142.15K | 0.07% | −401−40.7% | Reduced | – |
| ISHARES SELECT DIVIDEND ETF464287168 | ETF | 812 | $126.92K | 0.06% | 00.0% | Unchanged | – |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887 | ETF | 692 | $123.59K | 0.06% | 00.0% | Unchanged | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 1,338 | $115.26K | 0.05% | +1,115+500.0% | Added | – |
| ISHARES S&P 500 VALUE ETF464287408 | ETF | 376 | $85.38K | 0.04% | 00.0% | Unchanged | – |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 776 | $62.53K | 0.03% | +582+300.0% | Added | – |
| ISHARES TR464287630 | RUS 2000 VAL ETF | 200 | $44.24K | 0.02% | 00.0% | Unchanged | – |
| FIRST TR EXCHANGE-TRADED FD33739Q408 | FIRST TR ENH NEW | 700 | $41.81K | 0.02% | 00.0% | Unchanged | – |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 23, 2026 | 109 | $212.13M | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 28, 2026 | 104 | $182.75M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 6, 2026 | 112 | $178.38M | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 28, 2025 | 112 | $170.32M | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 24, 2025 | 116 | $149.1M | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 25, 2025 | 133 | $145.38M | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 21, 2025 | 124 | $143.63M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 15, 2024 | 89 | $119.19M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 7, 2024 | 88 | $115.75M | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 29, 2024 | 89 | $115.24M | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 22, 2024 | 87 | $102.05M | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 30, 2023 | 86 | $90.29M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 9, 2023 | 88 | $97.2M | vs. Q1 2023 | SEC |
| Q1 2023 | May 12, 2023 | 88 | $92.74M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 97 | $99.13M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 9, 2022 | 99 | $90.17M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 12, 2022 | 163 | $99.07M | vs. Q1 2022 | SEC |
| Q1 2022 | May 10, 2022 | 100 | $110.14M | vs. Q4 2021 | SEC |
| Q4 2021 | May 9, 2022 | 104 | $108.84M | – | SEC |