Insight Inv LLC
- SEC CIK
- 0001909322
- Latest filing
- Jul 23, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 25, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 133
- +9 vs. Q4 2024
- Portfolio value
- $145.4M
- +$1.75M (+1.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 68,735 | $6.96M | 4.8% | +37,617+120.9% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 74,854 | $4.38M | 3.0% | +15,120+25.3% | Added | – |
| MSFTMicrosoft Corp | Stock | 50,130 | $4.05M | 2.8% | +39,605+376.3% | Added | History |
| IBMInternational Business Machines Corp | Stock | 15,208 | $3.78M | 2.6% | −50.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 38,801 | $3.56M | 2.4% | +20,271+109.4% | Added | History |
| WSMWilliams Sonoma Inc | COM | 21,607 | $3.42M | 2.3% | −179−0.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 29,376 | $3.39M | 2.3% | +15,504+111.8% | Added | History |
| AXPAmerican Express Co | Stock | 12,021 | $3.23M | 2.2% | +40.0% | Added | History |
| WMTWalmart Inc. | Stock | 34,309 | $3.01M | 2.1% | −32−0.1% | Reduced | History |
| CVXChevron Corp | Stock | 17,899 | $2.99M | 2.1% | −355−1.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 24,652 | $2.93M | 2.0% | +317+1.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 37,909 | $2.80M | 1.9% | +20,229+114.4% | Added | History |
| ALLAllstate Corp | Stock | 13,118 | $2.72M | 1.9% | −68−0.5% | Reduced | History |
| QCOMQualcomm Inc | Stock | 17,374 | $2.67M | 1.8% | +195+1.1% | Added | History |
| GHCGraham Holdings Co | COM CL B | 2,718 | $2.61M | 1.8% | −6−0.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 20,782 | $2.54M | 1.7% | +15,816+318.5% | Added | History |
| TJXTJX Companies Inc | Stock | 20,727 | $2.52M | 1.7% | −706−3.3% | Reduced | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 31,943 | $2.52M | 1.7% | +1,625+5.4% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 61,032 | $2.50M | 1.7% | +21,069+52.7% | Added | History |
| RTXRTX Corp | Stock | 18,833 | $2.49M | 1.7% | +447+2.4% | Added | History |
| AMGNAmgen Inc | Stock | 12,642 | $2.41M | 1.7% | +5,101+67.6% | Added | History |
| ORCLOracle Corp | Stock | 16,872 | $2.36M | 1.6% | −256−1.5% | Reduced | History |
| WRBBerkley W R Corp | COM | 31,962 | $2.27M | 1.6% | +300+0.9% | Added | History |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 112,445 | $2.26M | 1.6% | +84,170+297.7% | Added | – |
| MRVLMarvell Technology, Inc. | COM | 36,510 | $2.25M | 1.5% | +95+0.3% | Added | History |
| GDGeneral Dynamics Corp | Stock | 7,879 | $2.15M | 1.5% | +280+3.7% | Added | History |
| MSMorgan Stanley | Stock | 18,378 | $2.14M | 1.5% | +88+0.5% | Added | History |
| PEPPepsiCo Inc | Stock | 14,080 | $2.11M | 1.5% | +1,185+9.2% | Added | History |
| PGProcter & Gamble Co | Stock | 18,369 | $2.08M | 1.4% | +6,527+55.1% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,626 | $2.03M | 1.4% | −14−0.2% | Reduced | – |
| GLWCorning Inc | COM | 42,859 | $1.96M | 1.3% | +411+1.0% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 31,797 | $1.94M | 1.3% | +938+3.0% | Added | History |
| CCitigroup Inc | Stock | 27,268 | $1.94M | 1.3% | +146+0.5% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,117 | $1.90M | 1.3% | +283+2.9% | Added | – |
| JNJJohnson & Johnson | Stock | 27,544 | $1.89M | 1.3% | +16,120+141.1% | Added | History |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 92,560 | $1.84M | 1.3% | −1,070−1.1% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 34,780 | $1.83M | 1.3% | +14,987+75.7% | Added | History |
| EMREmerson Electric Co | Stock | 16,625 | $1.82M | 1.3% | +145+0.9% | Added | History |
| DISWalt Disney Co | Stock | 18,316 | $1.81M | 1.2% | −441−2.4% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,123 | $1.78M | 1.2% | −189−1.8% | Reduced | History |
| TAT&T Inc. | Stock | 59,667 | $1.69M | 1.2% | −90−0.2% | Reduced | History |
| AMATApplied Materials Inc | Stock | 10,963 | $1.59M | 1.1% | +192+1.8% | Added | History |
| JCIJohnson Controls International plc | Stock | 19,800 | $1.59M | 1.1% | +1,000+5.3% | Added | History |
| PCARPaccar Inc | COM | 16,047 | $1.56M | 1.1% | 00.0% | Unchanged | History |
| LNCLincoln National Corp | COM | 41,110 | $1.48M | 1.0% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 27,456 | $1.38M | 0.9% | +12,550+84.2% | Added | History |
| BPBP PLC | ADR | 40,301 | $1.36M | 0.9% | −1,515−3.6% | Reduced | History |
| EOGEOG Resources Inc | Stock | 10,563 | $1.35M | 0.9% | +737+7.5% | Added | History |
| VZVerizon Communications Inc | Stock | 46,933 | $1.29M | 0.9% | +19,532+71.3% | Added | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,558 | $1.28M | 0.9% | +8+0.1% | Added | History |
| TGTTarget Corp | Stock | 12,091 | $1.26M | 0.9% | +198+1.7% | Added | History |
| LOWLowes Companies Inc | Stock | 5,367 | $1.25M | 0.9% | +65+1.2% | Added | History |
| ELVElevance Health, Inc. | Stock | 2,567 | $1.12M | 0.8% | +10+0.4% | Added | History |
| CTSHCognizant Technology Solutions Corp | CL A | 13,225 | $1.01M | 0.7% | +74+0.6% | Added | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 19,370 | $952.2K | 0.7% | +10,605+121.0% | Added | – |
| LHLabcorp Holdings Inc. | Stock | 4,046 | $941.7K | 0.6% | +187+4.8% | Added | History |
| CVSCVS Health Corp | Stock | 13,106 | $887.9K | 0.6% | −55−0.4% | Reduced | History |
| SOSouthern Co | Stock | 9,030 | $830.3K | 0.6% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,425 | $764.4K | 0.5% | 00.0% | Unchanged | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 21,475 | $719.4K | 0.5% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,336 | $686.6K | 0.5% | +142+11.9% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 8,607 | $651.1K | 0.4% | +670+8.4% | Added | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 12,800 | $643.1K | 0.4% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 14,814 | $625.1K | 0.4% | +14,100+1,974.8% | Added | History |
| HDHome Depot, Inc. | Stock | 1,630 | $597.4K | 0.4% | +50+3.2% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,230 | $596.9K | 0.4% | +550+5.7% | Added | – |
| VVisa Inc. | Stock | 15,029 | $571.7K | 0.4% | +13,436+843.4% | Added | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,511 | $532.3K | 0.4% | −100−1.5% | Reduced | – |
| INTCIntel Corp | Stock | 21,129 | $479.8K | 0.3% | +745+3.7% | Added | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,849 | $460.8K | 0.3% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 2,715 | $454.6K | 0.3% | +595+28.1% | Added | History |
| MCDMcDonalds Corp | Stock | 15,615 | $448.7K | 0.3% | +14,224+1,022.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,759 | $431.0K | 0.3% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 1,721 | $360.6K | 0.2% | +19+1.1% | Added | History |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 16,486 | $341.3K | 0.2% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,371 | $328.6K | 0.2% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 638 | $317.5K | 0.2% | 00.0% | Unchanged | History |
| FICOFair Isaac Corp | COM | 166 | $306.1K | 0.2% | +28+20.3% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,876 | $300.7K | 0.2% | 00.0% | Unchanged | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $298.7K | 0.2% | 00.0% | Unchanged | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,368 | $280.5K | 0.2% | 00.0% | Unchanged | – |
| RGLDRoyal Gold Inc | Stock | 1,685 | $275.5K | 0.2% | −75−4.3% | Reduced | History |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 8,228 | $257.6K | 0.2% | −6,825−45.3% | Reduced | – |
| NVDANVIDIA Corp | Stock | 12,136 | $257.3K | 0.2% | +9,792+417.7% | Added | History |
| ADBEAdobe Inc. | Stock | 7,763 | $251.8K | 0.2% | +7,234+1,367.5% | Added | History |
| Paramount Global92556H206 | CL B | 20,860 | $249.5K | 0.2% | +425+2.1% | Added | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,970 | $248.2K | 0.2% | 00.0% | Unchanged | – |
| AONAon plc | CL A | 597 | $238.3K | 0.2% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 19,381 | $236.4K | 0.2% | +18,255+1,621.2% | Added | History |
| PFEPfizer Inc | Stock | 19,339 | $235.3K | 0.2% | +9,999+107.1% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 1,662 | $223.2K | 0.2% | 00.0% | Unchanged | – |
| TXNTexas Instruments Inc | Stock | 16,497 | $222.2K | 0.2% | +15,346+1,333.3% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,143 | $212.9K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $210.3K | 0.1% | 00.0% | Unchanged | – |
| UNPUnion Pacific Corp | Stock | 8,533 | $203.1K | 0.1% | +8,533 | New | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,790 | $202.6K | 0.1% | +1,790 | New | History |
| UNHUnitedHealth Group Inc | Stock | 20,304 | $183.4K | 0.1% | +20,001+6,601.0% | Added | History |
| NEENextera Energy Inc | Stock | 13,110 | $132.3K | 0.1% | +13,110 | New | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 963 | $119.9K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $118.8K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2024 (6)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,847 | $231.0K | 0.2% | – |
| LMTLockheed Martin Corp | Stock | 465 | $226.0K | 0.2% | History |
| URIUnited Rentals, Inc. | COM | 207 | $145.8K | 0.1% | History |
| MAMastercard Inc | Stock | 46 | $24.2K | <0.1% | History |
| VEEVVeeva Systems Inc | Stock | 74 | $15.6K | <0.1% | History |
| VFCV F Corp | Stock | 34 | $730 | <0.1% | History |