Insight Inv LLC
- SEC CIK
- 0001909322
- Latest filing
- Jul 23, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 29, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 89
- +2 vs. Q4 2023
- Portfolio value
- $115.2M
- +$13.2M (+12.9%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 29,400 | $5.04M | 4.4% | +799+2.8% | Added | History |
| WSMWilliams Sonoma Inc | COM | 13,075 | $4.15M | 3.6% | −635−4.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 9,377 | $3.95M | 3.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 16,615 | $3.00M | 2.6% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 17,271 | $2.92M | 2.5% | +50.0% | Added | History |
| AXPAmerican Express Co | Stock | 12,681 | $2.89M | 2.5% | −15−0.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 14,026 | $2.81M | 2.4% | −20−0.1% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 14,679 | $2.80M | 2.4% | +125+0.9% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 37,870 | $2.68M | 2.3% | +250+0.7% | Added | History |
| AMATApplied Materials Inc | Stock | 12,354 | $2.55M | 2.2% | −15−0.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 16,465 | $2.49M | 2.2% | +210+1.3% | Added | History |
| CVXChevron Corp | Stock | 15,440 | $2.44M | 2.1% | +85+0.6% | Added | History |
| MRKMerck & Co., Inc. | Stock | 17,909 | $2.38M | 2.1% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 13,623 | $2.37M | 2.1% | +40+0.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 19,796 | $2.30M | 2.0% | +165+0.8% | Added | History |
| ORCLOracle Corp | Stock | 18,038 | $2.27M | 2.0% | +55+0.3% | Added | History |
| PEPPepsiCo Inc | Stock | 12,725 | $2.24M | 1.9% | +925+7.8% | Added | History |
| GDGeneral Dynamics Corp | Stock | 7,710 | $2.18M | 1.9% | +15+0.2% | Added | History |
| WMTWalmart Inc. | Stock | 35,916 | $2.16M | 1.9% | 00.0% | UnchangedConverted for a 3-for-1 split | History |
| DISWalt Disney Co | Stock | 17,471 | $2.14M | 1.9% | +1,150+7.0% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 27,317 | $2.11M | 1.8% | −2,000−6.8% | Reduced | – |
| TJXTJX Companies Inc | Stock | 20,583 | $2.09M | 1.8% | −20−0.1% | Reduced | History |
| TGTTarget Corp | Stock | 11,695 | $2.07M | 1.8% | +15+0.1% | Added | History |
| AMGNAmgen Inc | Stock | 7,226 | $2.05M | 1.8% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 2,607 | $2.00M | 1.7% | +15+0.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,741 | $1.99M | 1.7% | −10−0.2% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 38,567 | $1.92M | 1.7% | +2,020+5.5% | Added | History |
| PCARPaccar Inc | COM | 15,527 | $1.92M | 1.7% | −600−3.7% | Reduced | History |
| EMREmerson Electric Co | Stock | 15,740 | $1.79M | 1.5% | +1,140+7.8% | Added | History |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 89,730 | $1.78M | 1.5% | +1,000+1.1% | Added | – |
| WRBBerkley W R Corp | COM | 19,545 | $1.73M | 1.5% | +1,200+6.5% | Added | History |
| BPBP PLC | ADR | 44,970 | $1.71M | 1.5% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 10,809 | $1.71M | 1.5% | +110+1.0% | Added | History |
| CCitigroup Inc | Stock | 26,685 | $1.69M | 1.5% | +825+3.2% | Added | History |
| RTXRTX Corp | Stock | 17,299 | $1.69M | 1.5% | +105+0.6% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,349 | $1.67M | 1.5% | +130+1.3% | Added | History |
| MSMorgan Stanley | Stock | 17,177 | $1.62M | 1.4% | +85+0.5% | Added | History |
| GLWCorning Inc | COM | 44,625 | $1.47M | 1.3% | +150+0.3% | Added | History |
| PGProcter & Gamble Co | Stock | 9,006 | $1.46M | 1.3% | +675+8.1% | Added | History |
| CVSCVS Health Corp | Stock | 17,590 | $1.40M | 1.2% | −725−4.0% | Reduced | History |
| MDTMedtronic plc | Stock | 16,063 | $1.40M | 1.2% | +225+1.4% | Added | History |
| LOWLowes Companies Inc | Stock | 5,427 | $1.38M | 1.2% | +200+3.8% | Added | History |
| ELVElevance Health, Inc. | Stock | 2,645 | $1.37M | 1.2% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 24,771 | $1.34M | 1.2% | +2,530+11.4% | Added | History |
| LNCLincoln National Corp | COM | 39,835 | $1.27M | 1.1% | −1,275−3.1% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 18,760 | $1.23M | 1.1% | −60−0.3% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,920 | $1.17M | 1.0% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,065 | $1.12M | 1.0% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 55,068 | $969.2K | 0.8% | +575+1.1% | Added | History |
| CTSHCognizant Technology Solutions Corp | CL A | 12,405 | $909.2K | 0.8% | −1,315−9.6% | Reduced | History |
| VZVerizon Communications Inc | Stock | 21,603 | $906.5K | 0.8% | +200+0.9% | Added | History |
| INTCIntel Corp | Stock | 19,311 | $853.0K | 0.7% | 00.0% | Unchanged | History |
| LHLabcorp Holdings Inc. | COM NEW | 3,485 | $761.3K | 0.7% | −225−6.1% | Reduced | History |
| EOGEOG Resources Inc | Stock | 5,770 | $737.6K | 0.6% | +5,770 | New | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,941 | $719.8K | 0.6% | +902+11.2% | Added | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 13,800 | $691.7K | 0.6% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 8,705 | $624.5K | 0.5% | −1,825−17.3% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 3,150 | $573.6K | 0.5% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,186 | $454.9K | 0.4% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 1,451 | $409.1K | 0.4% | 00.0% | Unchanged | History |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 20,050 | $401.7K | 0.3% | −3,720−15.6% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 504 | $369.2K | 0.3% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 7,470 | $360.4K | 0.3% | +370+5.2% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,945 | $316.8K | 0.3% | −252−11.5% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,880 | $286.2K | 0.2% | 00.0% | Unchanged | History |
| Paramount Global92556H206 | CL B | 22,125 | $261.5K | 0.2% | −2,105−8.7% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 195 | $259.5K | 0.2% | 00.0% | Unchanged | History |
| TYLTyler Technologies Inc | COM | 600 | $255.0K | 0.2% | 00.0% | Unchanged | History |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $239.1K | 0.2% | 00.0% | Unchanged | – |
| ProShares Bitcoin ETF74347G440 | ETF | 6,950 | $224.5K | 0.2% | +6,950 | New | – |
| RGLDRoyal Gold Inc | Stock | 1,760 | $214.4K | 0.2% | 00.0% | Unchanged | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $213.5K | 0.2% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 1,125 | $196.0K | 0.2% | +1,125 | New | History |
| Vanguard S&P 500 ETF922908363 | ETF | 385 | $185.1K | 0.2% | −37−8.8% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 918 | $176.1K | 0.2% | +100+12.2% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $108.1K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 311 | $105.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $76.8K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 772 | $70.4K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $70.2K | 0.1% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 1,175 | $70.1K | 0.1% | −550−31.9% | Reduced | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 498 | $62.4K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 426 | $55.7K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 191 | $47.7K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 438 | $45.0K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $22.6K | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 92 | $10.2K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $9.19K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $5.89K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.