Insight Inv LLC
- SEC CIK
- 0001909322
- Latest filing
- Jul 23, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 112
- 0 vs. Q3 2025
- Portfolio value
- $178.4M
- +$8.06M (+4.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 32,061 | $8.72M | 4.9% | +613+1.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 19,064 | $5.97M | 3.3% | +37+0.2% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 75,291 | $5.23M | 2.9% | +6,639+9.7% | Added | – |
| MSFTMicrosoft Corp | Stock | 9,882 | $4.78M | 2.7% | −157−1.6% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 15,078 | $4.47M | 2.5% | −169−1.1% | Reduced | History |
| AXPAmerican Express Co | Stock | 11,864 | $4.39M | 2.5% | −110−0.9% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 13,599 | $4.38M | 2.5% | +104+0.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 17,462 | $4.03M | 2.3% | +541+3.2% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 45,489 | $3.87M | 2.2% | +2,247+5.2% | Added | History |
| AMATApplied Materials Inc | Stock | 14,478 | $3.72M | 2.1% | +20.0% | Added | History |
| GLWCorning Inc | COM | 42,032 | $3.68M | 2.1% | +25+0.1% | Added | History |
| WMTWalmart Inc. | Stock | 32,654 | $3.64M | 2.0% | −304−0.9% | Reduced | History |
| GHCGraham Holdings Co | COM CL B | 3,233 | $3.55M | 2.0% | +495+18.1% | Added | History |
| WSMWilliams Sonoma Inc | COM | 19,839 | $3.54M | 2.0% | −551−2.7% | Reduced | History |
| MSMorgan Stanley | Stock | 18,966 | $3.37M | 1.9% | +347+1.9% | Added | History |
| RTXRTX Corp | Stock | 17,662 | $3.24M | 1.8% | −275−1.5% | Reduced | History |
| ORCLOracle Corp | Stock | 16,424 | $3.20M | 1.8% | +13+0.1% | Added | History |
| CCitigroup Inc | Stock | 27,148 | $3.17M | 1.8% | +45+0.2% | Added | History |
| TJXTJX Companies Inc | Stock | 20,485 | $3.15M | 1.8% | −268−1.3% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 40,673 | $3.13M | 1.8% | −44−0.1% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 8,967 | $3.02M | 1.7% | +285+3.3% | Added | History |
| QCOMQualcomm Inc | Stock | 16,886 | $2.89M | 1.6% | −589−3.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 23,869 | $2.87M | 1.6% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 8,733 | $2.86M | 1.6% | +170+2.0% | Added | History |
| ALLAllstate Corp | Stock | 13,405 | $2.79M | 1.6% | +325+2.5% | Added | History |
| PEPPepsiCo Inc | Stock | 19,310 | $2.77M | 1.6% | +2,625+15.7% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 12,632 | $2.64M | 1.5% | +2,220+21.3% | Added | History |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 130,745 | $2.62M | 1.5% | −20,000−13.3% | Reduced | – |
| CVXChevron Corp | Stock | 17,058 | $2.60M | 1.5% | +416+2.5% | Added | History |
| JNJJohnson & Johnson | Stock | 12,176 | $2.52M | 1.4% | −115−0.9% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,199 | $2.46M | 1.4% | −76−1.4% | Reduced | – |
| MSGSMadison Square Garden Sports Corp. | CL A | 9,510 | $2.46M | 1.4% | +795+9.1% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 30,627 | $2.44M | 1.4% | +435+1.4% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,836 | $2.43M | 1.4% | +65+1.4% | Added | History |
| WRBBerkley W R Corp | COM | 34,618 | $2.43M | 1.4% | −112−0.3% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 20,189 | $2.42M | 1.4% | +300+1.5% | Added | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 47,232 | $2.36M | 1.3% | +9,065+23.8% | Added | – |
| EMREmerson Electric Co | Stock | 17,457 | $2.32M | 1.3% | +120+0.7% | Added | History |
| EOGEOG Resources Inc | Stock | 21,740 | $2.28M | 1.3% | +4,425+25.6% | Added | History |
| MRKMerck & Co., Inc. | Stock | 20,794 | $2.19M | 1.2% | +1,652+8.6% | Added | History |
| LNCLincoln National Corp | COM | 48,127 | $2.14M | 1.2% | +250+0.5% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,767 | $2.05M | 1.2% | −40.0% | Reduced | – |
| PGProcter & Gamble Co | Stock | 13,986 | $2.00M | 1.1% | 00.0% | Unchanged | History |
| PCARPaccar Inc | COM | 17,183 | $1.88M | 1.1% | −295−1.7% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,870 | $1.80M | 1.0% | +15+0.5% | Added | – |
| BPBP PLC | ADR | 51,646 | $1.79M | 1.0% | +9,900+23.7% | Added | History |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 88,235 | $1.77M | 1.0% | +1,500+1.7% | Added | – |
| DISWalt Disney Co | Stock | 14,599 | $1.66M | 0.9% | −4,962−25.4% | Reduced | History |
| LOWLowes Companies Inc | Stock | 6,377 | $1.54M | 0.9% | +170+2.7% | Added | History |
| TAT&T Inc. | Stock | 59,529 | $1.48M | 0.8% | −239−0.4% | Reduced | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 6,924 | $1.38M | 0.8% | +1,698+32.5% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 13,425 | $1.26M | 0.7% | +2,045+18.0% | Added | – |
| CTSHCognizant Technology Solutions Corp | CL A | 12,941 | $1.07M | 0.6% | −1,045−7.5% | Reduced | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 12,361 | $1.04M | 0.6% | +2,955+31.4% | Added | – |
| LHLabcorp Holdings Inc. | Stock | 3,914 | $981.9K | 0.6% | −40−1.0% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 2,773 | $959.7K | 0.5% | +695+33.4% | Added | History |
| CVSCVS Health Corp | Stock | 11,487 | $911.6K | 0.5% | −175−1.5% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 32,229 | $884.0K | 0.5% | +7,255+29.1% | Added | – |
| BMYBristol Myers Squibb Co | Stock | 15,826 | $853.7K | 0.5% | −8,770−35.7% | Reduced | History |
| VZVerizon Communications Inc | Stock | 20,874 | $850.2K | 0.5% | −9,327−30.9% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 2,409 | $844.5K | 0.5% | −15−0.6% | Reduced | History |
| INTCIntel Corp | Stock | 22,507 | $830.5K | 0.5% | −1,440−6.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 2,470 | $775.1K | 0.4% | +84+3.5% | Added | History |
| SOSouthern Co | Stock | 8,845 | $771.3K | 0.4% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,030 | $769.7K | 0.4% | 00.0% | Unchanged | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $609.0K | 0.3% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 6,243 | $599.7K | 0.3% | −5,151−45.2% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,723 | $592.9K | 0.3% | +110+6.8% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,800 | $580.8K | 0.3% | +410+4.9% | Added | – |
| TPLTexas Pacific Land Corp | Stock | 1,890 | $542.8K | 0.3% | +1,890 | New | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 13,770 | $527.7K | 0.3% | +270+2.0% | Added | – |
| VVisa Inc. | Stock | 1,483 | $520.1K | 0.3% | −2−0.1% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 542 | $467.4K | 0.3% | −6−1.1% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,781 | $427.7K | 0.2% | +110+2.4% | Added | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,141 | $413.3K | 0.2% | −400−11.3% | Reduced | – |
| MCDMcDonalds Corp | Stock | 1,227 | $375.0K | 0.2% | −132−9.7% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 601 | $348.2K | 0.2% | +11+1.9% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,828 | $339.9K | 0.2% | 00.0% | Unchanged | – |
| RGLDRoyal Gold Inc | Stock | 1,521 | $338.1K | 0.2% | +21+1.4% | Added | History |
| ABBVAbbVie Inc. | Stock | 1,316 | $300.7K | 0.2% | −204−13.4% | Reduced | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,014 | $292.0K | 0.2% | −30−1.0% | Reduced | – |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,567 | $291.5K | 0.2% | +902+24.6% | Added | – |
| BNYBank of New York Mellon Corp | Stock | 2,498 | $290.0K | 0.2% | +2,498 | New | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,353 | $286.6K | 0.2% | +210+18.4% | Added | – |
| PSKYParamount Skydance Corp | COM CL B | 20,790 | $278.6K | 0.2% | +1,755+9.2% | Added | History |
| FICOFair Isaac Corp | COM | 164 | $277.3K | 0.2% | 00.0% | Unchanged | History |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 5,300 | $266.7K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,865 | $263.1K | 0.1% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 1,399 | $260.9K | 0.1% | −2−0.1% | Reduced | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $244.2K | 0.1% | 00.0% | Unchanged | – |
| iShares Select Dividend ETF464287168 | ETF | 1,662 | $234.6K | 0.1% | 00.0% | Unchanged | – |
| PANWPalo Alto Networks Inc | Stock | 1,141 | $210.2K | 0.1% | +11+1.0% | Added | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,815 | $193.7K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,573 | $178.9K | 0.1% | −216−12.1% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 237 | $162.3K | 0.1% | +41+20.9% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,113 | $137.2K | 0.1% | −82−6.9% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $108.8K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 722 | $101.9K | 0.1% | −40−5.2% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $79.7K | <0.1% | 00.0% | Unchanged | – |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $59.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2025 (4)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| TGTTarget Corp | Stock | 7,990 | $716.7K | 0.4% | History |
| URIUnited Rentals, Inc. | COM | 228 | $217.7K | 0.1% | History |
| TXNTexas Instruments Inc | Stock | 1,151 | $211.5K | 0.1% | History |
| iShares Tr46432F388 | MSCI USA VALUE | 488 | $61.0K | <0.1% | – |