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.
- Positions
- 163
- +63 vs. Q1 2022
- Portfolio value
- $99.1M
- −$11.1M (−10.0%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KDKyndryl Holdings, Inc. | Stock | 39 | $0 | 0.0% | +39 | New | History |
| ZIMVZimVie Inc. | Stock | 28 | $0 | 0.0% | +28 | New | History |
| CHWYChewy, Inc. | CL A | 10 | $0 | 0.0% | +10 | New | History |
| KODKEastman Kodak Co | COM NEW | 50 | $0 | 0.0% | +50 | New | History |
| METAMeta Platforms, Inc. | Stock | 5 | $1.00K | <0.1% | +5 | New | History |
| PCGPG&E Corp | Stock | 169 | $2.00K | <0.1% | +169 | New | History |
| PSXPhillips 66 | Stock | 19 | $2.00K | <0.1% | +19 | New | History |
| EMBCEmbecta Corp. | Stock | 60 | $2.00K | <0.1% | +60 | New | History |
| WFCWells Fargo & Company | Stock | 50 | $2.00K | <0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 20 | $3.00K | <0.1% | +20 | New | History |
| TSLATesla, Inc. | Stock | 6 | $4.00K | <0.1% | +6 | New | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $4.00K | <0.1% | 00.0% | Unchanged | – |
| UPSUnited Parcel Service Inc | Stock | 25 | $5.00K | <0.1% | +25 | New | History |
| SBUXStarbucks Corp | Stock | 80 | $6.00K | <0.1% | +80 | New | History |
| HALHalliburton Co | Stock | 200 | $6.00K | <0.1% | +200 | New | History |
| DASHDoorDash, Inc. | Stock | 90 | $6.00K | <0.1% | +90 | New | History |
| TDYTeledyne Technologies Inc | COM | 15 | $6.00K | <0.1% | +15 | New | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $7.00K | <0.1% | 00.0% | Unchanged | – |
| CHPTChargePoint Holdings, Inc. | COM CL A | 500 | $7.00K | <0.1% | +500 | New | History |
| MKCMcCormick & Co Inc | Stock | 100 | $8.00K | <0.1% | +100 | New | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 92 | $9.00K | <0.1% | 00.0% | Unchanged | – |
| BXBlackstone Inc. | COM | 100 | $9.00K | <0.1% | +100 | New | History |
| ALGNAlign Technology Inc | COM | 43 | $10.0K | <0.1% | +43 | New | History |
| ADPAutomatic Data Processing Inc | Stock | 50 | $11.0K | <0.1% | +50 | New | History |
| GILDGilead Sciences, Inc. | Stock | 200 | $12.0K | <0.1% | +200 | New | History |
| NOCNorthrop Grumman Corp | Stock | 30 | $14.0K | <0.1% | +30 | New | History |
| CNICanadian National Railway Co | Stock | 150 | $17.0K | <0.1% | +150 | New | History |
| NKENIKE, Inc. | Stock | 179 | $18.0K | <0.1% | +179 | New | History |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $18.0K | <0.1% | 00.0% | Unchanged | – |
| CSXCSX Corp | Stock | 660 | $19.0K | <0.1% | +660 | New | History |
| SYKStryker Corp | Stock | 100 | $20.0K | <0.1% | +100 | New | History |
| iShares MSCI Eafe ETF464287465 | ETF | 326 | $20.0K | <0.1% | −312−48.9% | Reduced | – |
| DGXQuest Diagnostics Inc | COM | 149 | $20.0K | <0.1% | +149 | New | History |
| iShares Tr464287770 | U.S. FIN SVC ETF | 150 | $22.0K | <0.1% | 00.0% | Unchanged | – |
| LLYEli Lilly & Co | Stock | 80 | $26.0K | <0.1% | +80 | New | History |
| ABTAbbott Laboratories | Stock | 238 | $26.0K | <0.1% | +238 | New | History |
| IRTIndependence Realty Trust, Inc. | COM | 1,419 | $30.0K | <0.1% | +1,419 | New | History |
| VFCV F Corp | Stock | 861 | $38.0K | <0.1% | +861 | New | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 191 | $38.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 130 | $38.0K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 438 | $39.0K | <0.1% | 00.0% | Unchanged | – |
| NSCNorfolk Southern Corp | Stock | 200 | $45.0K | <0.1% | +200 | New | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 426 | $45.0K | <0.1% | 00.0% | Unchanged | – |
| PAYXPaychex Inc | Stock | 400 | $46.0K | <0.1% | +400 | New | History |
| WHRWhirlpool Corp | Stock | 300 | $46.0K | <0.1% | +300 | New | History |
| EOGEOG Resources Inc | Stock | 420 | $46.0K | <0.1% | +420 | New | History |
| LMTLockheed Martin Corp | Stock | 110 | $47.0K | <0.1% | +110 | New | History |
| HUMHumana Inc | Stock | 100 | $47.0K | <0.1% | +100 | New | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 772 | $49.0K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $50.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 498 | $51.0K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $52.0K | 0.1% | 00.0% | Unchanged | – |
| ADBEAdobe Inc. | Stock | 145 | $53.0K | 0.1% | +145 | New | History |
| ACNAccenture plc | Stock | 210 | $58.0K | 0.1% | +210 | New | History |
| STZConstellation Brands, Inc. | Stock | 250 | $58.0K | 0.1% | +250 | New | History |
| MCKMcKesson Corp | Stock | 185 | $60.0K | 0.1% | +185 | New | History |
| COPConocoPhillips | Stock | 660 | $60.0K | 0.1% | +660 | New | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 1,165 | $63.0K | 0.1% | +1,165 | New | History |
| CMGChipotle Mexican Grill Inc | COM | 50 | $65.0K | 0.1% | +50 | New | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 5,460 | $73.0K | 0.1% | +5,460 | New | History |
| BDXBecton Dickinson & Co | Stock | 300 | $74.0K | 0.1% | +300 | New | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $77.0K | 0.1% | 00.0% | Unchanged | – |
| UNPUnion Pacific Corp | Stock | 378 | $81.0K | 0.1% | +378 | New | History |
| CMICummins Inc | Stock | 422 | $82.0K | 0.1% | +422 | New | History |
| UNHUnitedHealth Group Inc | Stock | 159 | $82.0K | 0.1% | +159 | New | History |
| CMCSAComcast Corp | Stock | 2,106 | $83.0K | 0.1% | +2,106 | New | History |
| ProShares Bitcoin ETF74347G440 | ETF | 7,650 | $89.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 411 | $90.0K | 0.1% | 00.0% | Unchanged | – |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 12,400 | $90.0K | 0.1% | 00.0% | Unchanged | – |
| DHRDanaher Corp | Stock | 375 | $95.0K | 0.1% | +375 | New | History |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,300 | $95.0K | 0.1% | +2,300 | New | – |
| BENFranklin Templeton Inc | COM | 4,105 | $97.0K | 0.1% | +4,105 | New | History |
| KOCoca Cola Co | Stock | 1,560 | $99.0K | 0.1% | +1,560 | New | History |
| ILMNIllumina, Inc. | COM | 585 | $108.0K | 0.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 200 | $109.0K | 0.1% | +200 | New | History |
| HONHoneywell International Inc | COM | 633 | $110.0K | 0.1% | +633 | New | History |
| INCYIncyte Corp | COM | 1,475 | $112.0K | 0.1% | +1,475 | New | History |
| AVGOBroadcom Inc. | Stock | 248 | $120.0K | 0.1% | +248 | New | History |
| GMEDGlobus Medical Inc | Stock | 2,300 | $129.0K | 0.1% | +2,300 | New | History |
| VVisa Inc. | Stock | 700 | $138.0K | 0.1% | +700 | New | History |
| FDXFedEx Corp | Stock | 615 | $140.0K | 0.1% | +615 | New | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 936 | $140.0K | 0.1% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,715 | $142.0K | 0.1% | +2,715 | New | – |
| TXNTexas Instruments Inc | Stock | 1,125 | $173.0K | 0.2% | 00.0% | Unchanged | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $178.0K | 0.2% | 00.0% | Unchanged | History |
| AGFirst Majestic Silver Corp | COM | 25,000 | $180.0K | 0.2% | 00.0% | Unchanged | History |
| RGLDRoyal Gold Inc | Stock | 1,760 | $189.0K | 0.2% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 3,275 | $195.0K | 0.2% | −1,150−26.0% | Reduced | – |
| TYLTyler Technologies Inc | COM | 600 | $199.0K | 0.2% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 594 | $207.0K | 0.2% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 97 | $212.0K | 0.2% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 800 | $216.0K | 0.2% | −200−20.0% | Reduced | History |
| Vanguard Information Technology ETF92204A702 | ETF | 680 | $222.0K | 0.2% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 541 | $259.0K | 0.3% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,211 | $332.0K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,524 | $333.0K | 0.3% | 00.0% | Unchanged | – |
| Barrick Gold Corp067901108 | COM | 19,000 | $336.0K | 0.3% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 2,650 | $363.0K | 0.4% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 1,496 | $369.0K | 0.4% | −6−0.4% | Reduced | History |
| NEMNEWMONT Corp | Stock | 7,000 | $418.0K | 0.4% | 00.0% | Unchanged | History |