Insight Inv LLC
- SEC CIK
- 0001909322
- Latest filing
- Jul 23, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed May 9, 2022. Long positions only.
- Positions
- 104
- No filing for Q3 2021
- Portfolio value
- $108.8M
- No filing for Q3 2021
Insight Inv LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 32,686 | $5.80M | 5.3% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 51,712 | $4.20M | 3.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 9,727 | $3.27M | 3.0% | – | – | History |
| MRVLMarvell Technology, Inc. | COM | 29,570 | $2.59M | 2.4% | – | – | History |
| QCOMQualcomm Inc | Stock | 13,448 | $2.46M | 2.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 825 | $2.39M | 2.2% | – | – | History |
| PFEPfizer Inc | Stock | 38,977 | $2.30M | 2.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 35,462 | $2.25M | 2.1% | – | – | History |
| CVSCVS Health Corp | Stock | 21,585 | $2.23M | 2.0% | – | – | History |
| PEPPepsiCo Inc | Stock | 12,624 | $2.21M | 2.0% | – | – | History |
| AMATApplied Materials Inc | Stock | 13,764 | $2.17M | 2.0% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 12,292 | $1.95M | 1.8% | – | – | History |
| JNJJohnson & Johnson | Stock | 11,032 | $1.89M | 1.7% | – | – | History |
| AXPAmerican Express Co | Stock | 11,486 | $1.88M | 1.7% | – | – | History |
| CVXChevron Corp | Stock | 15,595 | $1.83M | 1.7% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 8,758 | $1.83M | 1.7% | – | – | History |
| TGTTarget Corp | Stock | 7,733 | $1.79M | 1.6% | – | – | History |
| MSMorgan Stanley | Stock | 18,155 | $1.78M | 1.6% | – | – | History |
| AMGNAmgen Inc | Stock | 7,683 | $1.73M | 1.6% | – | – | History |
| DISWalt Disney Co | Stock | 11,096 | $1.72M | 1.6% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 21,909 | $1.69M | 1.6% | – | – | History |
| INTCIntel Corp | Stock | 31,981 | $1.65M | 1.5% | – | – | History |
| RTXRTX Corp | Stock | 18,766 | $1.61M | 1.5% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,381 | $1.61M | 1.5% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 25,716 | $1.60M | 1.5% | – | – | History |
| ORCLOracle Corp | Stock | 18,088 | $1.58M | 1.4% | – | – | History |
| CTSHCognizant Technology Solutions Corp | CL A | 17,315 | $1.54M | 1.4% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 7,604 | $1.52M | 1.4% | – | – | History |
| GLWCorning Inc | COM | 40,635 | $1.51M | 1.4% | – | – | History |
| WMTWalmart Inc. | Stock | 10,200 | $1.48M | 1.4% | – | – | History |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 29,450 | $1.48M | 1.4% | – | – | – |
| LOWLowes Companies Inc | Stock | 5,637 | $1.46M | 1.3% | – | – | History |
| TJXTJX Companies Inc | Stock | 19,133 | $1.45M | 1.3% | – | – | History |
| JCIJohnson Controls International plc | Stock | 17,635 | $1.44M | 1.3% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 10,772 | $1.44M | 1.3% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 4,321 | $1.36M | 1.2% | – | – | History |
| ALLAllstate Corp | Stock | 11,353 | $1.34M | 1.2% | – | – | History |
| ELVElevance Health, Inc. | Stock | 2,872 | $1.33M | 1.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,717 | $1.29M | 1.2% | – | – | History |
| EMREmerson Electric Co | Stock | 13,455 | $1.25M | 1.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 20,165 | $1.23M | 1.1% | – | – | History |
| MDTMedtronic plc | Stock | 11,749 | $1.22M | 1.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 7,430 | $1.22M | 1.1% | – | – | History |
| PCARPaccar Inc | COM | 13,390 | $1.20M | 1.1% | – | – | History |
| MMM3M Co | Stock | 6,641 | $1.18M | 1.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,273 | $1.18M | 1.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 22,224 | $1.16M | 1.1% | – | – | History |
| LNCLincoln National Corp | COM | 16,435 | $1.12M | 1.0% | – | – | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,267 | $1.09M | 1.0% | – | – | History |
| CCitigroup Inc | Stock | 17,570 | $1.06M | 1.0% | – | – | History |
| GHCGraham Holdings Co | COM CL B | 1,671 | $1.05M | 1.0% | – | – | History |
| TAT&T Inc. | Stock | 42,313 | $1.04M | 1.0% | – | – | History |
| WRBBerkley W R Corp | COM | 11,929 | $983.0K | 0.9% | – | – | History |
| SPHRSphere Entertainment Co. | CL A | 13,912 | $979.0K | 0.9% | – | – | History |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 45,370 | $915.0K | 0.8% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,501 | $881.0K | 0.8% | – | – | – |
| WSMWilliams Sonoma Inc | COM | 4,875 | $825.0K | 0.8% | – | – | History |
| Paramount Global92556H206 | CL B | 26,540 | $807.0K | 0.7% | – | – | – |
| BPBP PLC | ADR | 28,550 | $760.0K | 0.7% | – | – | History |
| ETNEaton Corp plc | Stock | 4,081 | $705.0K | 0.6% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 5,530 | $704.0K | 0.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 198 | $660.0K | 0.6% | – | – | History |
| SOSouthern Co | Stock | 7,895 | $541.0K | 0.5% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,221 | $507.0K | 0.5% | – | – | History |
| ABBVAbbVie Inc. | Stock | 3,567 | $483.0K | 0.4% | – | – | History |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 2,650 | $476.0K | 0.4% | – | – | – |
| NEMNEWMONT Corp | Stock | 7,000 | $434.0K | 0.4% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,552 | $416.0K | 0.4% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,599 | $382.0K | 0.4% | – | – | – |
| TYLTyler Technologies Inc | COM | 700 | $377.0K | 0.3% | – | – | History |
| Barrick Gold Corp067901108 | COM | 19,000 | $361.0K | 0.3% | – | – | – |
| AONAon plc | CL A | 1,202 | $361.0K | 0.3% | – | – | History |
| COFCapital One Financial Corp | Stock | 2,392 | $347.0K | 0.3% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 551 | $313.0K | 0.3% | – | – | History |
| GOOGAlphabet Inc. | Stock | 108 | $313.0K | 0.3% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 680 | $312.0K | 0.3% | – | – | – |
| AGFirst Majestic Silver Corp | COM | 25,000 | $278.0K | 0.3% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 609 | $266.0K | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 4,425 | $265.0K | 0.2% | – | – | – |
| ILMNIllumina, Inc. | COM | 635 | $242.0K | 0.2% | – | – | History |
| BENFranklin Templeton Inc | COM | 6,895 | $233.0K | 0.2% | – | – | History |
| TXNTexas Instruments Inc | Stock | 1,133 | $214.0K | 0.2% | – | – | History |
| FDXFedEx Corp | Stock | 822 | $213.0K | 0.2% | – | – | History |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,300 | $205.0K | 0.2% | – | – | – |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $202.0K | 0.2% | – | – | – |
| ProShares Bitcoin ETF74347G440 | ETF | 6,950 | $201.0K | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 966 | $173.0K | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 411 | $126.0K | 0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $107.0K | 0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $72.0K | 0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 772 | $66.0K | 0.1% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 498 | $61.0K | 0.1% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 426 | $59.0K | 0.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $59.0K | 0.1% | – | – | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 130 | $57.0K | 0.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 638 | $50.0K | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 191 | $49.0K | <0.1% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 438 | $46.0K | <0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 1,394 | $38.0K | <0.1% | – | – | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 150 | $29.0K | <0.1% | – | – | – |