Insight Inv LLC
- SEC CIK
- 0001909322
- Latest filing
- Jul 23, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 24, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 116
- −17 vs. Q1 2025
- Portfolio value
- $149.1M
- +$3.72M (+2.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ALLAllstate Corp | Stock | 12,880 | $2.59M | 1.7% | −238−1.8% | Reduced | History |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 129,995 | $2.61M | 1.8% | +17,550+15.6% | Added | – |
| QCOMQualcomm Inc | Stock | 17,121 | $2.73M | 1.8% | −253−1.5% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 39,533 | $2.74M | 1.8% | −21,499−35.2% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 36,502 | $2.83M | 1.9% | −80.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 17,776 | $3.13M | 2.1% | −20,133−53.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 33,154 | $3.24M | 2.2% | −1,155−3.4% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 20,912 | $3.42M | 2.3% | −695−3.2% | Reduced | History |
| ORCLOracle Corp | Stock | 16,414 | $3.59M | 2.4% | −458−2.7% | Reduced | History |
| AXPAmerican Express Co | Stock | 11,811 | $3.77M | 2.5% | −210−1.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 13,402 | $3.89M | 2.6% | −15,974−54.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 17,846 | $3.92M | 2.6% | −20,955−54.0% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 14,913 | $4.40M | 2.9% | −295−1.9% | Reduced | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 75,954 | $4.77M | 3.2% | +1,100+1.5% | Added | – |
| MSFTMicrosoft Corp | Stock | 10,343 | $5.14M | 3.5% | −39,787−79.4% | Reduced | History |
| AAPLApple Inc. | Stock | 30,387 | $6.23M | 4.2% | −38,348−55.8% | Reduced | History |
Sold out since Q1 2025 (20)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 8,228 | $257.6K | 0.2% | – |
| AONAon plc | CL A | 597 | $238.3K | 0.2% | History |
| UNPUnion Pacific Corp | Stock | 8,533 | $203.1K | 0.1% | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,790 | $202.6K | 0.1% | History |
| UNHUnitedHealth Group Inc | Stock | 20,304 | $183.4K | 0.1% | History |
| NEENextera Energy Inc | Stock | 13,110 | $132.3K | 0.1% | History |
| KOCoca Cola Co | Stock | 12,978 | $110.0K | 0.1% | History |
| ASMLASML Holding NV | ADR | 10,107 | $88.2K | 0.1% | History |
| BACBank of America Corp | Stock | 12,193 | $84.4K | 0.1% | History |
| SBUXStarbucks Corp | Stock | 11,267 | $58.7K | <0.1% | History |
| UPSUnited Parcel Service Inc | Stock | 20,203 | $47.1K | <0.1% | History |
| ABEVAmbev S.A. | SPONSORED ADR | 11,547 | $26.9K | <0.1% | History |
| PWRQuanta Services, Inc. | COM | 19,425 | $21.7K | <0.1% | History |
| LULUlululemon athletica inc. | Stock | 11,858 | $20.3K | <0.1% | History |
| AEPAmerican Electric Power Co Inc | Stock | 19,096 | $19.1K | <0.1% | History |
| NFLXNetflix Inc | Stock | 12,884 | $17.5K | <0.1% | History |
| METMetlife Inc | Stock | 15,830 | $15.8K | <0.1% | History |
| AMTAmerican Tower Corp | REIT | 11,356 | $11.4K | <0.1% | History |
| CMECME Group Inc. | COM | 10,221 | $10.2K | <0.1% | History |
| iShares Russell Midcap ETF464287499 | ETF | 14 | $1.19K | <0.1% | – |