Insight Inv LLC
- SEC CIK
- 0001909322
- Latest filing
- Jul 23, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 21, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 124
- +35 vs. Q3 2024
- Portfolio value
- $143.6M
- +$24.4M (+20.5%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RTXRTX Corp | Stock | 18,386 | $2.13M | 1.5% | +837+4.8% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,966 | $2.25M | 1.6% | +40+0.8% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,640 | $2.27M | 1.6% | +5,329+1,713.5% | Added | – |
| MSMorgan Stanley | Stock | 18,290 | $2.30M | 1.6% | +1,248+7.3% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 30,318 | $2.37M | 1.6% | +6,516+27.4% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 39,963 | $2.37M | 1.6% | +1,271+3.3% | Added | History |
| GHCGraham Holdings Co | COM CL B | 2,724 | $2.38M | 1.7% | +95+3.6% | Added | History |
| ALLAllstate Corp | Stock | 13,186 | $2.55M | 1.8% | +313+2.4% | Added | History |
| TJXTJX Companies Inc | Stock | 21,433 | $2.59M | 1.8% | +800+3.9% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 24,335 | $2.62M | 1.8% | +3,754+18.2% | Added | History |
| QCOMQualcomm Inc | Stock | 17,179 | $2.64M | 1.8% | +758+4.6% | Added | History |
| CVXChevron Corp | Stock | 18,254 | $2.64M | 1.8% | +1,694+10.2% | Added | History |
| ORCLOracle Corp | Stock | 17,128 | $2.85M | 2.0% | −335−1.9% | Reduced | History |
| WMTWalmart Inc. | Stock | 34,341 | $3.11M | 2.2% | +540+1.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 13,872 | $3.33M | 2.3% | +631+4.8% | Added | History |
| IBMInternational Business Machines Corp | Stock | 15,213 | $3.34M | 2.3% | +1,109+7.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 17,680 | $3.35M | 2.3% | +980+5.9% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 59,734 | $3.53M | 2.5% | +59,734 | New | – |
| AXPAmerican Express Co | Stock | 12,017 | $3.57M | 2.5% | +36+0.3% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 36,415 | $4.02M | 2.8% | +45+0.1% | Added | History |
| WSMWilliams Sonoma Inc | COM | 21,786 | $4.03M | 2.8% | −80−0.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 18,530 | $4.07M | 2.8% | +1,740+10.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 10,525 | $4.44M | 3.1% | +968+10.1% | Added | History |
| AAPLApple Inc. | Stock | 31,118 | $7.79M | 5.4% | +2,118+7.3% | Added | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.