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 |
|---|---|---|---|---|---|---|---|
| ABBVAbbVie Inc. | Stock | 3,150 | $482.0K | 0.5% | −17−0.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 5,200 | $552.0K | 0.6% | +840+19.3% | AddedConverted for a 20-for-1 split | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,920 | $586.0K | 0.6% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 6,015 | $632.0K | 0.6% | +485+8.8% | Added | History |
| SOSouthern Co | Stock | 9,490 | $677.0K | 0.7% | 00.0% | Unchanged | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,501 | $760.0K | 0.8% | 00.0% | Unchanged | – |
| SPHRSphere Entertainment Co. | CL A | 14,992 | $789.0K | 0.8% | +80+0.5% | Added | History |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 40,370 | $806.0K | 0.8% | 00.0% | Unchanged | – |
| TAT&T Inc. | Stock | 40,100 | $840.0K | 0.8% | −1,100−2.7% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 7,675 | $852.0K | 0.9% | +2,850+59.1% | Added | History |
| JCIJohnson Controls International plc | Stock | 18,810 | $907.0K | 0.9% | +865+4.8% | Added | History |
| LNCLincoln National Corp | COM | 19,500 | $912.0K | 0.9% | +1,000+5.4% | Added | History |
| CCitigroup Inc | Stock | 20,250 | $931.0K | 0.9% | +1,725+9.3% | Added | History |
| LHLabcorp Holdings Inc. | COM NEW | 3,980 | $933.0K | 0.9% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 11,785 | $937.0K | 0.9% | −2,335−16.5% | Reduced | History |
| LOWLowes Companies Inc | Stock | 5,487 | $958.0K | 1.0% | +75+1.4% | Added | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,570 | $992.0K | 1.0% | +35+0.5% | Added | History |
| VZVerizon Communications Inc | Stock | 19,939 | $1.01M | 1.0% | −3,250−14.0% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,717 | $1.02M | 1.0% | 00.0% | Unchanged | History |
| Paramount Global92556H206 | CL B | 41,305 | $1.03M | 1.0% | +8,525+26.0% | Added | – |
| PCARPaccar Inc | COM | 12,890 | $1.06M | 1.1% | −715−5.3% | Reduced | History |
| TGTTarget Corp | Stock | 7,558 | $1.07M | 1.1% | +75+1.0% | Added | History |
| BPBP PLC | ADR | 38,370 | $1.09M | 1.1% | +38,370 | New | History |
| MMM3M Co | Stock | 8,486 | $1.10M | 1.1% | +325+4.0% | Added | History |
| TJXTJX Companies Inc | Stock | 20,083 | $1.12M | 1.1% | +225+1.1% | Added | History |
| CTSHCognizant Technology Solutions Corp | CL A | 17,640 | $1.19M | 1.2% | +325+1.9% | Added | History |
| WRBBerkley W R Corp | COM | 17,340 | $1.19M | 1.2% | −100−0.6% | Reduced | History |
| AMATApplied Materials Inc | Stock | 13,479 | $1.23M | 1.2% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 8,705 | $1.25M | 1.3% | +175+2.1% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 8,234 | $1.30M | 1.3% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 2,825 | $1.36M | 1.4% | −35−1.2% | Reduced | History |
| ORCLOracle Corp | Stock | 19,558 | $1.37M | 1.4% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 15,443 | $1.40M | 1.4% | +200+1.3% | Added | History |
| MSMorgan Stanley | Stock | 18,760 | $1.43M | 1.4% | +740+4.1% | Added | History |
| DISWalt Disney Co | Stock | 15,531 | $1.47M | 1.5% | +560+3.7% | Added | History |
| GLWCorning Inc | COM | 46,645 | $1.47M | 1.5% | +275+0.6% | Added | History |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 29,950 | $1.49M | 1.5% | −1,000−3.2% | Reduced | – |
| WMTWalmart Inc. | Stock | 12,272 | $1.49M | 1.5% | +315+2.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 13,345 | $1.50M | 1.5% | +550+4.3% | Added | History |
| GHCGraham Holdings Co | COM CL B | 2,651 | $1.50M | 1.5% | +165+6.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,576 | $1.52M | 1.5% | +340+6.5% | Added | History |
| INTCIntel Corp | Stock | 41,456 | $1.55M | 1.6% | +125+0.3% | Added | History |
| AXPAmerican Express Co | Stock | 11,881 | $1.65M | 1.7% | +75+0.6% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 37,970 | $1.65M | 1.7% | +5,125+15.6% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 38,942 | $1.66M | 1.7% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 13,353 | $1.70M | 1.7% | +75+0.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 797 | $1.74M | 1.8% | −15−1.8% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 20,860 | $1.79M | 1.8% | +220+1.1% | Added | History |
| QCOMQualcomm Inc | Stock | 14,381 | $1.84M | 1.9% | +435+3.1% | Added | History |
| GDGeneral Dynamics Corp | Stock | 8,370 | $1.85M | 1.9% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 35,340 | $1.85M | 1.9% | −1,335−3.6% | Reduced | History |
| RTXRTX Corp | Stock | 19,291 | $1.85M | 1.9% | +455+2.4% | Added | History |
| IBMInternational Business Machines Corp | Stock | 14,069 | $1.99M | 2.0% | +675+5.0% | Added | History |
| CVSCVS Health Corp | Stock | 21,835 | $2.02M | 2.0% | −480−2.2% | Reduced | History |
| AMGNAmgen Inc | Stock | 8,400 | $2.04M | 2.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 11,664 | $2.07M | 2.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 22,734 | $2.09M | 2.1% | −25−0.1% | Reduced | History |
| PEPPepsiCo Inc | Stock | 12,630 | $2.10M | 2.1% | −1,191−8.6% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 28,141 | $2.17M | 2.2% | −525−1.8% | Reduced | History |
| CVXChevron Corp | Stock | 15,610 | $2.26M | 2.3% | −100−0.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 9,597 | $2.46M | 2.5% | +15+0.2% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 49,922 | $3.81M | 3.8% | −3,900−7.2% | Reduced | – |
| AAPLApple Inc. | Stock | 32,274 | $4.41M | 4.5% | +45+0.1% | Added | History |