Insight Inv LLC
- SEC CIK
- 0001909322
- Latest filing
- Jul 23, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 28, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 112
- −4 vs. Q2 2025
- Portfolio value
- $170.3M
- +$21.2M (+14.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GLWCorning Inc | COM | 42,007 | $3.45M | 2.0% | +173+0.4% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 43,242 | $3.64M | 2.1% | +6,740+18.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 16,921 | $3.72M | 2.2% | −925−5.2% | Reduced | History |
| AXPAmerican Express Co | Stock | 11,974 | $3.98M | 2.3% | +163+1.4% | Added | History |
| WSMWilliams Sonoma Inc | COM | 20,390 | $3.99M | 2.3% | −522−2.5% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 13,495 | $4.26M | 2.5% | +93+0.7% | Added | History |
| IBMInternational Business Machines Corp | Stock | 15,247 | $4.30M | 2.5% | +334+2.2% | Added | History |
| ORCLOracle Corp | Stock | 16,411 | $4.62M | 2.7% | −30.0% | Reduced | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 68,652 | $4.62M | 2.7% | −7,302−9.6% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 19,027 | $4.63M | 2.7% | +1,251+7.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 10,039 | $5.20M | 3.1% | −304−2.9% | Reduced | History |
| AAPLApple Inc. | Stock | 31,448 | $8.01M | 4.7% | +1,061+3.5% | Added | History |
Sold out since Q2 2025 (9)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 16,354 | $342.1K | 0.2% | – |
| Paramount Global92556H206 | CL B | 19,810 | $255.5K | 0.2% | – |
| ADBEAdobe Inc. | Stock | 626 | $242.2K | 0.2% | History |
| PFEPfizer Inc | Stock | 8,651 | $209.7K | 0.1% | History |
| iShares Tr464287622 | RUS 1000 ETF | 245 | $83.2K | 0.1% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 230 | $20.6K | <0.1% | – |
| iShares Tips Bond ETF464287176 | ETF | 87 | $9.57K | <0.1% | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $9.42K | <0.1% | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $7.43K | <0.1% | – |