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Livermore
Livermore
ZHEN

Insight Inv LLC

SEC CIK
0001909322
Latest filing
Jul 23, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 9, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
88
0 vs. Q1 2023
Portfolio value
$97.2M
+$4.45M (+4.8%) vs. Q1 2023
Filed
Aug 9, 2023
SEC
Holdings of Insight Inv LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW68$4.81K<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX108$8.17K<0.1%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF92$9.17K<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL287$19.9K<0.1%00.0%Unchanged–
iShares S&P Small-Cap 600 Value ETF464287879ETF438$41.6K<0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF191$42.1K<0.1%00.0%Unchanged–
iShares S&P Small-Cap 600 Growth ETF464287887ETF426$49.0K0.1%00.0%Unchanged–
iShares Russell Mid-Cap Value ETF464287473ETF498$54.7K0.1%00.0%Unchanged–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF772$57.9K0.1%00.0%Unchanged–
iShares S&P 500 Value ETF464287408ETF376$60.6K0.1%00.0%Unchanged–
Vanguard Morningstar Growth ETF922908736ETF223$63.1K0.1%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF311$85.7K0.1%00.0%Unchanged–
iShares S&P 500 Growth ETF464287309ETF1,280$90.2K0.1%00.0%Unchanged–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW1,725$102.5K0.1%00.0%Unchanged–
Valkyrie ETF Trust II91917A108BITCOIN STRATEGY11,300$130.6K0.1%00.0%Unchanged–
Vanguard Morningstar Small-Cap Value ETF922908611ETF818$135.3K0.1%−20−2.4%Reduced–
Vanguard S&P 500 ETF922908363ETF445$181.2K0.2%−70−13.6%Reduced–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT3,900$185.9K0.2%00.0%Unchanged–
PSLVSprott Physical Silver TrustPHYSICAL SILVER25,750$200.6K0.2%00.0%UnchangedHistory
RGLDRoyal Gold IncStock1,760$202.0K0.2%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,125$202.5K0.2%00.0%UnchangedHistory
ZBHZimmer Biomet Holdings, Inc.Stock1,485$216.2K0.2%−4,230−74.0%ReducedHistory
GOOGAlphabet Inc.Stock1,880$227.4K0.2%00.0%UnchangedHistory
TYLTyler Technologies IncCOM600$249.9K0.3%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock525$282.6K0.3%−12−2.2%ReducedHistory
Vanguard Morningstar Value ETF922908744ETF2,359$335.2K0.3%00.0%Unchanged–
HDHome Depot, Inc.Stock1,186$368.4K0.4%−25−2.1%ReducedHistory
PFEPfizer IncStock10,435$382.8K0.4%−5,930−36.2%ReducedHistory
Paramount Global92556H206CL B24,870$395.7K0.4%−23,875−49.0%Reduced–
ABBVAbbVie Inc.Stock3,150$424.4K0.4%00.0%UnchangedHistory
MCDMcDonalds CorpStock1,486$443.4K0.5%−10−0.7%ReducedHistory
First Tr Exch Traded FD III33740J104ULTRA SHT DUR MU26,170$522.9K0.5%00.0%Unchanged–
VZVerizon Communications IncStock14,698$546.6K0.6%−1,643−10.1%ReducedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF8,041$635.5K0.7%−600−6.9%Reduced–
TAT&T Inc.Stock40,150$640.4K0.7%−470−1.2%ReducedHistory
INTCIntel CorpStock19,791$661.8K0.7%−15,825−44.4%ReducedHistory
SOSouthern CoStock10,570$742.5K0.8%+1,615+18.0%AddedHistory
iShares U S ETF Tr46431W838SHOR MAT MUN ETF14,950$745.9K0.8%−2,500−14.3%Reduced–
LHLabcorp Holdings Inc.COM NEW3,710$895.3K0.9%−295−7.4%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW2,920$998.5K1.0%00.0%UnchangedHistory
CTSHCognizant Technology Solutions CorpCL A15,890$1.04M1.1%00.0%UnchangedHistory
WRBBerkley W R CorpCOM17,800$1.06M1.1%+550+3.2%AddedHistory
LNCLincoln National CorpCOM41,685$1.07M1.1%+11,295+37.2%AddedHistory
CCitigroup IncStock24,155$1.11M1.1%+350+1.5%AddedHistory
LOWLowes Companies IncStock5,242$1.18M1.2%+70+1.4%AddedHistory
ELVElevance Health, Inc.Stock2,675$1.19M1.2%00.0%UnchangedHistory
MSGSMadison Square Garden Sports Corp.CL A6,470$1.22M1.3%+55+0.9%AddedHistory
CVSCVS Health CorpStock18,460$1.28M1.3%+300+1.7%AddedHistory
JCIJohnson Controls International plcStock18,965$1.29M1.3%+490+2.7%AddedHistory
PGProcter & Gamble CoStock8,526$1.29M1.3%−17−0.2%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock10,299$1.30M1.3%+1,050+11.4%AddedHistory
EMREmerson Electric CoStock14,700$1.33M1.4%+150+1.0%AddedHistory
PCARPaccar IncCOM16,532$1.38M1.4%−67−0.4%ReducedHistory
MDTMedtronic plcStock16,023$1.41M1.5%+1,345+9.2%AddedHistory
MSMorgan StanleyStock17,092$1.46M1.5%+880+5.4%AddedHistory
DISWalt Disney CoStock16,540$1.48M1.5%+2,340+16.5%AddedHistory
BMYBristol Myers Squibb CoStock23,331$1.49M1.5%+275+1.2%AddedHistory
ALLAllstate CorpStock13,728$1.50M1.5%+1,015+8.0%AddedHistory
GHCGraham Holdings CoCOM CL B2,757$1.58M1.6%00.0%UnchangedHistory
GLWCorning IncCOM45,100$1.58M1.6%+655+1.5%AddedHistory
TGTTarget CorpStock12,010$1.58M1.6%+2,975+32.9%AddedHistory
BPBP PLCADR44,970$1.59M1.6%+2,975+7.1%AddedHistory
BRK.BBerkshire Hathaway IncStock4,771$1.63M1.7%−10−0.2%ReducedHistory
AMGNAmgen IncStock7,335$1.63M1.7%−370−4.8%ReducedHistory
GDGeneral Dynamics CorpStock7,800$1.68M1.7%+50+0.6%AddedHistory
WSMWilliams Sonoma IncCOM13,695$1.71M1.8%+1,775+14.9%AddedHistory
First Tr Exch Traded FD III33739P830SHRT DUR MNG MUN88,830$1.75M1.8%+9,500+12.0%Added–
RTXRTX CorpStock18,039$1.77M1.8%−290−1.6%ReducedHistory
TJXTJX Companies IncStock21,013$1.78M1.8%+1,555+8.0%AddedHistory
JNJJohnson & JohnsonStock10,824$1.79M1.8%−340−3.0%ReducedHistory
WMTWalmart Inc.Stock11,452$1.80M1.9%−505−4.2%ReducedHistory
AMATApplied Materials IncStock12,654$1.83M1.9%−100−0.8%ReducedHistory
CSCOCisco Systems, Inc.Stock37,192$1.92M2.0%+700+1.9%AddedHistory
GOOGLAlphabet Inc.Stock16,300$1.95M2.0%−100−0.6%ReducedHistory
IBMInternational Business Machines CorpStock14,684$1.96M2.0%+1,000+7.3%AddedHistory
QCOMQualcomm IncStock16,656$1.98M2.0%+1,330+8.7%AddedHistory
JPMJPMorgan Chase & CoStock14,113$2.05M2.1%+1,510+12.0%AddedHistory
MRKMerck & Co., Inc.Stock17,969$2.07M2.1%−110−0.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM19,860$2.13M2.2%−100−0.5%ReducedHistory
ORCLOracle CorpStock18,188$2.17M2.2%−115−0.6%ReducedHistory
PEPPepsiCo IncStock11,910$2.21M2.3%−75−0.6%ReducedHistory
AMZNAmazon Com IncStock16,930$2.21M2.3%+1,770+11.7%AddedHistory
AXPAmerican Express CoStock12,761$2.22M2.3%+755+6.3%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD29,637$2.24M2.3%+1,220+4.3%Added–
MRVLMarvell Technology, Inc.COM38,165$2.28M2.3%+385+1.0%AddedHistory
CVXChevron CorpStock15,725$2.47M2.5%+50+0.3%AddedHistory
MSFTMicrosoft CorpStock9,540$3.25M3.3%+28+0.3%AddedHistory
AAPLApple Inc.Stock29,126$5.65M5.8%−174−0.6%ReducedHistory