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 |
|---|---|---|---|---|---|---|---|
| CCitigroup Inc | Stock | 27,268 | $1.94M | 1.3% | +146+0.5% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 31,797 | $1.94M | 1.3% | +938+3.0% | Added | History |
| GLWCorning Inc | COM | 42,859 | $1.96M | 1.3% | +411+1.0% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,626 | $2.03M | 1.4% | −14−0.2% | Reduced | – |
| PGProcter & Gamble Co | Stock | 18,369 | $2.08M | 1.4% | +6,527+55.1% | Added | History |
| PEPPepsiCo Inc | Stock | 14,080 | $2.11M | 1.5% | +1,185+9.2% | Added | History |
| MSMorgan Stanley | Stock | 18,378 | $2.14M | 1.5% | +88+0.5% | Added | History |
| GDGeneral Dynamics Corp | Stock | 7,879 | $2.15M | 1.5% | +280+3.7% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 36,510 | $2.25M | 1.5% | +95+0.3% | Added | History |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 112,445 | $2.26M | 1.6% | +84,170+297.7% | Added | – |
| WRBBerkley W R Corp | COM | 31,962 | $2.27M | 1.6% | +300+0.9% | Added | History |
| ORCLOracle Corp | Stock | 16,872 | $2.36M | 1.6% | −256−1.5% | Reduced | History |
| AMGNAmgen Inc | Stock | 12,642 | $2.41M | 1.7% | +5,101+67.6% | Added | History |
| RTXRTX Corp | Stock | 18,833 | $2.49M | 1.7% | +447+2.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 61,032 | $2.50M | 1.7% | +21,069+52.7% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 31,943 | $2.52M | 1.7% | +1,625+5.4% | Added | – |
| TJXTJX Companies Inc | Stock | 20,727 | $2.52M | 1.7% | −706−3.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 20,782 | $2.54M | 1.7% | +15,816+318.5% | Added | History |
| GHCGraham Holdings Co | COM CL B | 2,718 | $2.61M | 1.8% | −6−0.2% | Reduced | History |
| QCOMQualcomm Inc | Stock | 17,374 | $2.67M | 1.8% | +195+1.1% | Added | History |
| ALLAllstate Corp | Stock | 13,118 | $2.72M | 1.9% | −68−0.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 37,909 | $2.80M | 1.9% | +20,229+114.4% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 24,652 | $2.93M | 2.0% | +317+1.3% | Added | History |
| CVXChevron Corp | Stock | 17,899 | $2.99M | 2.1% | −355−1.9% | Reduced | History |
| WMTWalmart Inc. | Stock | 34,309 | $3.01M | 2.1% | −32−0.1% | Reduced | History |
| AXPAmerican Express Co | Stock | 12,021 | $3.23M | 2.2% | +40.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 29,376 | $3.39M | 2.3% | +15,504+111.8% | Added | History |
| WSMWilliams Sonoma Inc | COM | 21,607 | $3.42M | 2.3% | −179−0.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 38,801 | $3.56M | 2.4% | +20,271+109.4% | Added | History |
| IBMInternational Business Machines Corp | Stock | 15,208 | $3.78M | 2.6% | −50.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 50,130 | $4.05M | 2.8% | +39,605+376.3% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 74,854 | $4.38M | 3.0% | +15,120+25.3% | Added | – |
| AAPLApple Inc. | Stock | 68,735 | $6.96M | 4.8% | +37,617+120.9% | Added | History |
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 |