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Livermore
Livermore
ZHEN

Insight Inv LLC

SEC CIK
0001909322
Latest filing
Jul 23, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
163
+63 vs. Q1 2022
Portfolio value
$99.1M
−$11.1M (−10.0%) vs. Q1 2022
Filed
Aug 12, 2022
SEC
Holdings of Insight Inv LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock32,274$4.41M4.5%+45+0.1%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD49,922$3.81M3.8%−3,900−7.2%Reduced–
MSFTMicrosoft CorpStock9,597$2.46M2.5%+15+0.2%AddedHistory
CVXChevron CorpStock15,610$2.26M2.3%−100−0.6%ReducedHistory
BMYBristol Myers Squibb CoStock28,141$2.17M2.2%−525−1.8%ReducedHistory
PEPPepsiCo IncStock12,630$2.10M2.1%−1,191−8.6%ReducedHistory
MRKMerck & Co., Inc.Stock22,734$2.09M2.1%−25−0.1%ReducedHistory
JNJJohnson & JohnsonStock11,664$2.07M2.1%00.0%UnchangedHistory
AMGNAmgen IncStock8,400$2.04M2.1%00.0%UnchangedHistory
CVSCVS Health CorpStock21,835$2.02M2.0%−480−2.2%ReducedHistory
IBMInternational Business Machines CorpStock14,069$1.99M2.0%+675+5.0%AddedHistory
RTXRTX CorpStock19,291$1.85M1.9%+455+2.4%AddedHistory
PFEPfizer IncStock35,340$1.85M1.9%−1,335−3.6%ReducedHistory
GDGeneral Dynamics CorpStock8,370$1.85M1.9%00.0%UnchangedHistory
QCOMQualcomm IncStock14,381$1.84M1.9%+435+3.1%AddedHistory
XOMExxonMobil Holdings CorpCOM20,860$1.79M1.8%+220+1.1%AddedHistory
GOOGLAlphabet Inc.Stock797$1.74M1.8%−15−1.8%ReducedHistory
ALLAllstate CorpStock13,353$1.70M1.7%+75+0.6%AddedHistory
CSCOCisco Systems, Inc.Stock38,942$1.66M1.7%00.0%UnchangedHistory
MRVLMarvell Technology, Inc.COM37,970$1.65M1.7%+5,125+15.6%AddedHistory
AXPAmerican Express CoStock11,881$1.65M1.7%+75+0.6%AddedHistory
INTCIntel CorpStock41,456$1.55M1.6%+125+0.3%AddedHistory
BRK.BBerkshire Hathaway IncStock5,576$1.52M1.5%+340+6.5%AddedHistory
JPMJPMorgan Chase & CoStock13,345$1.50M1.5%+550+4.3%AddedHistory
GHCGraham Holdings CoCOM CL B2,651$1.50M1.5%+165+6.6%AddedHistory
WMTWalmart Inc.Stock12,272$1.49M1.5%+315+2.6%AddedHistory
iShares U S ETF Tr46431W838SHOR MAT MUN ETF29,950$1.49M1.5%−1,000−3.2%Reduced–
GLWCorning IncCOM46,645$1.47M1.5%+275+0.6%AddedHistory
DISWalt Disney CoStock15,531$1.47M1.5%+560+3.7%AddedHistory
MSMorgan StanleyStock18,760$1.43M1.4%+740+4.1%AddedHistory
MDTMedtronic plcStock15,443$1.40M1.4%+200+1.3%AddedHistory
ORCLOracle CorpStock19,558$1.37M1.4%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock2,825$1.36M1.4%−35−1.2%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock8,234$1.30M1.3%00.0%UnchangedHistory
PGProcter & Gamble CoStock8,705$1.25M1.3%+175+2.1%AddedHistory
AMATApplied Materials IncStock13,479$1.23M1.2%00.0%UnchangedHistory
WRBBerkley W R CorpCOM17,340$1.19M1.2%−100−0.6%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A17,640$1.19M1.2%+325+1.9%AddedHistory
TJXTJX Companies IncStock20,083$1.12M1.1%+225+1.1%AddedHistory
MMM3M CoStock8,486$1.10M1.1%+325+4.0%AddedHistory
BPBP PLCADR38,370$1.09M1.1%+38,370NewHistory
TGTTarget CorpStock7,558$1.07M1.1%+75+1.0%AddedHistory
PCARPaccar IncCOM12,890$1.06M1.1%−715−5.3%ReducedHistory
Paramount Global92556H206CL B41,305$1.03M1.0%+8,525+26.0%Added–
SPYSPDR S&P 500 ETF TrustETF2,717$1.02M1.0%00.0%UnchangedHistory
VZVerizon Communications IncStock19,939$1.01M1.0%−3,250−14.0%ReducedHistory
MSGSMadison Square Garden Sports Corp.CL A6,570$992.0K1.0%+35+0.5%AddedHistory
LOWLowes Companies IncStock5,487$958.0K1.0%+75+1.4%AddedHistory
EMREmerson Electric CoStock11,785$937.0K0.9%−2,335−16.5%ReducedHistory
LHLabcorp Holdings Inc.COM NEW3,980$933.0K0.9%00.0%UnchangedHistory
CCitigroup IncStock20,250$931.0K0.9%+1,725+9.3%AddedHistory
LNCLincoln National CorpCOM19,500$912.0K0.9%+1,000+5.4%AddedHistory
JCIJohnson Controls International plcStock18,810$907.0K0.9%+865+4.8%AddedHistory
WSMWilliams Sonoma IncCOM7,675$852.0K0.9%+2,850+59.1%AddedHistory
TAT&T Inc.Stock40,100$840.0K0.8%−1,100−2.7%ReducedHistory
First Tr Exch Traded FD III33740J104ULTRA SHT DUR MU40,370$806.0K0.8%00.0%Unchanged–
SPHRSphere Entertainment Co.CL A14,992$789.0K0.8%+80+0.5%AddedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF9,501$760.0K0.8%00.0%Unchanged–
SOSouthern CoStock9,490$677.0K0.7%00.0%UnchangedHistory
ZBHZimmer Biomet Holdings, Inc.Stock6,015$632.0K0.6%+485+8.8%AddedHistory
ISRGIntuitive Surgical IncCOM NEW2,920$586.0K0.6%00.0%UnchangedHistory
AMZNAmazon Com IncStock5,200$552.0K0.6%+840+19.3%AddedConverted for a 20-for-1 splitHistory
ABBVAbbVie Inc.Stock3,150$482.0K0.5%−17−0.5%ReducedHistory
NEMNEWMONT CorpStock7,000$418.0K0.4%00.0%UnchangedHistory
MCDMcDonalds CorpStock1,496$369.0K0.4%−6−0.4%ReducedHistory
Invesco Exch Traded FD Tr II46138E149S&P SMLCP HELT2,650$363.0K0.4%00.0%Unchanged–
Barrick Gold Corp067901108COM19,000$336.0K0.3%00.0%Unchanged–
Vanguard Morningstar Value ETF922908744ETF2,524$333.0K0.3%00.0%Unchanged–
HDHome Depot, Inc.Stock1,211$332.0K0.3%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock541$259.0K0.3%00.0%UnchangedHistory
Vanguard Information Technology ETF92204A702ETF680$222.0K0.2%00.0%Unchanged–
AONAon plcCL A800$216.0K0.2%−200−20.0%ReducedHistory
GOOGAlphabet Inc.Stock97$212.0K0.2%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF594$207.0K0.2%00.0%Unchanged–
TYLTyler Technologies IncCOM600$199.0K0.2%00.0%UnchangedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW3,275$195.0K0.2%−1,150−26.0%Reduced–
RGLDRoyal Gold IncStock1,760$189.0K0.2%00.0%UnchangedHistory
AGFirst Majestic Silver CorpCOM25,000$180.0K0.2%00.0%UnchangedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER25,750$178.0K0.2%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,125$173.0K0.2%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF2,715$142.0K0.1%+2,715New–
FDXFedEx CorpStock615$140.0K0.1%+615NewHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF936$140.0K0.1%00.0%Unchanged–
VVisa Inc.Stock700$138.0K0.1%+700NewHistory
GMEDGlobus Medical IncStock2,300$129.0K0.1%+2,300NewHistory
AVGOBroadcom Inc.Stock248$120.0K0.1%+248NewHistory
INCYIncyte CorpCOM1,475$112.0K0.1%+1,475NewHistory
HONHoneywell International IncCOM633$110.0K0.1%+633NewHistory
TMOThermo Fisher Scientific Inc.Stock200$109.0K0.1%+200NewHistory
ILMNIllumina, Inc.COM585$108.0K0.1%00.0%UnchangedHistory
KOCoca Cola CoStock1,560$99.0K0.1%+1,560NewHistory
BENFranklin Templeton IncCOM4,105$97.0K0.1%+4,105NewHistory
DHRDanaher CorpStock375$95.0K0.1%+375NewHistory
ProShares Tr74347R206PSHS ULTRA QQQ2,300$95.0K0.1%+2,300New–
iShares Russell 1000 Growth ETF464287614ETF411$90.0K0.1%00.0%Unchanged–
Valkyrie ETF Trust II91917A108BITCOIN STRATEGY12,400$90.0K0.1%00.0%Unchanged–
ProShares Bitcoin ETF74347G440ETF7,650$89.0K0.1%00.0%Unchanged–
CMCSAComcast CorpStock2,106$83.0K0.1%+2,106NewHistory
CMICummins IncStock422$82.0K0.1%+422NewHistory
UNHUnitedHealth Group IncStock159$82.0K0.1%+159NewHistory