Insight Inv LLC
- SEC CIK
- 0001909322
- Latest filing
- Jul 23, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 28, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 104
- −8 vs. Q4 2025
- Portfolio value
- $182.7M
- +$4.37M (+2.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 31,970 | $8.11M | 4.4% | −91−0.3% | Reduced | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 85,879 | $5.86M | 3.2% | +10,588+14.1% | Added | – |
| GOOGLAlphabet Inc. | Stock | 19,013 | $5.47M | 3.0% | −51−0.3% | Reduced | History |
| GLWCorning Inc | COM | 40,132 | $5.46M | 3.0% | −1,900−4.5% | Reduced | History |
| AMATApplied Materials Inc | Stock | 14,263 | $4.87M | 2.7% | −215−1.5% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 45,689 | $4.53M | 2.5% | +200+0.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 11,453 | $4.24M | 2.3% | +1,571+15.9% | Added | History |
| WMTWalmart Inc. | Stock | 32,650 | $4.06M | 2.2% | −40.0% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 23,829 | $4.04M | 2.2% | −40−0.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 13,664 | $4.02M | 2.2% | +65+0.5% | Added | History |
| IBMInternational Business Machines Corp | Stock | 15,158 | $3.67M | 2.0% | +80+0.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 17,593 | $3.66M | 2.0% | +131+0.8% | Added | History |
| CVXChevron Corp | Stock | 17,298 | $3.58M | 2.0% | +240+1.4% | Added | History |
| GHCGraham Holdings Co | COM CL B | 3,385 | $3.58M | 2.0% | +152+4.7% | Added | History |
| AXPAmerican Express Co | Stock | 11,789 | $3.57M | 2.0% | −75−0.6% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 19,338 | $3.53M | 1.9% | −501−2.5% | Reduced | History |
| RTXRTX Corp | Stock | 17,787 | $3.43M | 1.9% | +125+0.7% | Added | History |
| EOGEOG Resources Inc | Stock | 23,521 | $3.40M | 1.9% | +1,781+8.2% | Added | History |
| TJXTJX Companies Inc | Stock | 20,626 | $3.29M | 1.8% | +141+0.7% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 40,698 | $3.16M | 1.7% | +25+0.1% | Added | History |
| GDGeneral Dynamics Corp | Stock | 9,112 | $3.13M | 1.7% | +145+1.6% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 39,326 | $3.12M | 1.7% | +8,699+28.4% | Added | – |
| MSMorgan Stanley | Stock | 18,936 | $3.12M | 1.7% | −30−0.2% | Reduced | History |
| PEPPepsiCo Inc | Stock | 19,895 | $3.09M | 1.7% | +585+3.0% | Added | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 9,603 | $3.09M | 1.7% | +93+1.0% | Added | History |
| AMGNAmgen Inc | Stock | 8,766 | $3.08M | 1.7% | +33+0.4% | Added | History |
| CCitigroup Inc | Stock | 26,980 | $3.06M | 1.7% | −168−0.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 12,129 | $2.96M | 1.6% | −47−0.4% | Reduced | History |
| ALLAllstate Corp | Stock | 13,665 | $2.83M | 1.6% | +260+1.9% | Added | History |
| JCIJohnson Controls International plc | Stock | 20,389 | $2.67M | 1.5% | +200+1.0% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 12,813 | $2.67M | 1.5% | +181+1.4% | Added | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 52,133 | $2.60M | 1.4% | +4,901+10.4% | Added | – |
| MRKMerck & Co., Inc. | Stock | 20,904 | $2.51M | 1.4% | +110+0.5% | Added | History |
| BPBP PLC | ADR | 52,921 | $2.49M | 1.4% | +1,275+2.5% | Added | History |
| ORCLOracle Corp | Stock | 16,825 | $2.48M | 1.4% | +401+2.4% | Added | History |
| WRBBerkley W R Corp | COM | 37,068 | $2.46M | 1.3% | +2,450+7.1% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,016 | $2.40M | 1.3% | +180+3.7% | Added | History |
| EMREmerson Electric Co | Stock | 18,217 | $2.39M | 1.3% | +760+4.4% | Added | History |
| QCOMQualcomm Inc | Stock | 17,065 | $2.20M | 1.2% | +179+1.1% | Added | History |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 108,945 | $2.18M | 1.2% | −21,800−16.7% | Reduced | – |
| PGProcter & Gamble Co | Stock | 14,756 | $2.13M | 1.2% | +770+5.5% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 10,489 | $2.01M | 1.1% | +3,565+51.5% | Added | – |
| PCARPaccar Inc | COM | 17,233 | $1.99M | 1.1% | +50+0.3% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,649 | $1.98M | 1.1% | −550−10.6% | Reduced | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,971 | $1.92M | 1.0% | −796−8.1% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,946 | $1.76M | 1.0% | +76+2.6% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 56,939 | $1.75M | 1.0% | +24,710+76.7% | Added | – |
| TAT&T Inc. | Stock | 60,026 | $1.74M | 1.0% | +497+0.8% | Added | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 21,021 | $1.74M | 1.0% | +8,660+70.1% | Added | – |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 86,810 | $1.73M | 0.9% | −1,425−1.6% | Reduced | – |
| LNCLincoln National Corp | COM | 48,577 | $1.72M | 0.9% | +450+0.9% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,511 | $1.62M | 0.9% | +4,086+30.4% | Added | – |
| LOWLowes Companies Inc | Stock | 6,602 | $1.56M | 0.9% | +225+3.5% | Added | History |
| DISWalt Disney Co | Stock | 14,241 | $1.37M | 0.8% | −358−2.5% | Reduced | History |
| VZVerizon Communications Inc | Stock | 20,835 | $1.05M | 0.6% | −39−0.2% | Reduced | History |
| LHLabcorp Holdings Inc. | Stock | 3,904 | $1.04M | 0.6% | −10−0.3% | Reduced | History |
| INTCIntel Corp | Stock | 21,982 | $970.1K | 0.5% | −525−2.3% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 15,276 | $926.5K | 0.5% | −550−3.5% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 2,796 | $865.4K | 0.5% | +23+0.8% | Added | History |
| SOSouthern Co | Stock | 8,920 | $861.0K | 0.5% | +75+0.8% | Added | History |
| TPLTexas Pacific Land Corp | Stock | 1,690 | $802.0K | 0.4% | −200−10.6% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,690 | $724.0K | 0.4% | −340−8.4% | Reduced | – |
| CVSCVS Health Corp | Stock | 8,927 | $641.1K | 0.4% | −2,560−22.3% | Reduced | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $628.0K | 0.3% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 2,127 | $622.7K | 0.3% | −282−11.7% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,535 | $576.4K | 0.3% | −265−3.0% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,882 | $539.9K | 0.3% | −588−23.8% | Reduced | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 13,645 | $538.0K | 0.3% | −125−0.9% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 533 | $531.1K | 0.3% | −9−1.7% | Reduced | History |
| VVisa Inc. | Stock | 1,495 | $451.8K | 0.2% | +12+0.8% | Added | History |
| HDHome Depot, Inc. | Stock | 1,280 | $421.0K | 0.2% | −443−25.7% | Reduced | History |
| RGLDRoyal Gold Inc | Stock | 1,515 | $385.6K | 0.2% | −6−0.4% | Reduced | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,716 | $359.9K | 0.2% | −425−13.5% | Reduced | – |
| MDTMedtronic plc | Stock | 4,059 | $351.7K | 0.2% | −2,184−35.0% | Reduced | History |
| MCDMcDonalds Corp | Stock | 993 | $308.6K | 0.2% | −234−19.1% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 600 | $294.9K | 0.2% | −1−0.2% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 1,321 | $287.3K | 0.2% | +5+0.4% | Added | History |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,167 | $284.1K | 0.2% | −400−8.8% | Reduced | – |
| BNYBank of New York Mellon Corp | Stock | 2,261 | $268.2K | 0.1% | −237−9.5% | Reduced | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,752 | $255.3K | 0.1% | −113−6.1% | Reduced | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,509 | $252.5K | 0.1% | −505−16.8% | Reduced | – |
| NVDANVIDIA Corp | Stock | 1,434 | $250.1K | 0.1% | +35+2.5% | Added | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $247.4K | 0.1% | 00.0% | Unchanged | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,583 | $233.8K | 0.1% | −2,198−46.0% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,816 | $225.7K | 0.1% | −1,012−35.8% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 986 | $214.2K | 0.1% | −367−27.1% | Reduced | – |
| PSKYParamount Skydance Corp | COM CL B | 20,390 | $183.9K | 0.1% | −400−1.9% | Reduced | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,537 | $182.1K | 0.1% | −36−2.3% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 234 | $152.9K | 0.1% | −3−1.3% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,113 | $125.9K | 0.1% | 00.0% | Unchanged | – |
| iShares Select Dividend ETF464287168 | ETF | 812 | $122.9K | 0.1% | −850−51.1% | Reduced | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 692 | $100.1K | 0.1% | −30−4.2% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $97.4K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $79.4K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 194 | $55.7K | <0.1% | +3+1.6% | Added | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 700 | $41.8K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 200 | $37.9K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $26.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 82 | $25.7K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 76 | $9.74K | <0.1% | −222−74.5% | Reduced | – |
Sold out since Q4 2025 (8)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| CTSHCognizant Technology Solutions Corp | CL A | 12,941 | $1.07M | 0.6% | History |
| FICOFair Isaac Corp | COM | 164 | $277.3K | 0.2% | History |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 5,300 | $266.7K | 0.1% | – |
| PANWPalo Alto Networks Inc | Stock | 1,141 | $210.2K | 0.1% | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,815 | $193.7K | 0.1% | – |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $59.0K | <0.1% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 201 | $28.0K | <0.1% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 73 | $3.99K | <0.1% | – |