Insight Inv LLC
- SEC CIK
- 0001909322
- Latest filing
- Jul 23, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 23, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 109
- +5 vs. Q1 2026
- Portfolio value
- $212.1M
- +$29.4M (+16.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. REIT ETF808524847 | ETF | 28 | $663 | <0.1% | +28 | New | – |
| iShares Tr464287713 | US TELECOM ETF | 29 | $1.23K | <0.1% | +2+7.4% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 36 | $1.30K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell 2000 ETF464287655 | ETF | 19 | $5.71K | <0.1% | 00.0% | Unchanged | – |
| First Tr Exchange Traded FD33738R845 | NASDQ OIL GAS | 201 | $6.73K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 76 | $11.1K | <0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 126 | $19.2K | <0.1% | +126 | New | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $30.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 82 | $32.3K | <0.1% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 700 | $41.8K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 200 | $44.2K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 776 | $62.5K | <0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $85.4K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,338 | $115.3K | 0.1% | 00.0% | UnchangedConverted for a 6-for-1 split | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 692 | $123.6K | 0.1% | 00.0% | Unchanged | – |
| iShares Select Dividend ETF464287168 | ETF | 812 | $126.9K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 585 | $142.1K | 0.1% | −401−40.7% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,113 | $153.1K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,238 | $169.2K | 0.1% | −299−19.5% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 234 | $175.2K | 0.1% | 00.0% | Unchanged | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,883 | $181.9K | 0.1% | −700−27.1% | Reduced | – |
| PSKYParamount Skydance Corp | COM CL B | 19,655 | $193.8K | 0.1% | −735−3.6% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,715 | $204.1K | 0.1% | +1,715 | New | – |
| ASMLASML Holding NV | ADR | 118 | $234.8K | 0.1% | +118 | New | History |
| CMICummins Inc | Stock | 350 | $249.6K | 0.1% | +350 | New | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,716 | $254.5K | 0.1% | −100−5.5% | Reduced | – |
| URIUnited Rentals, Inc. | COM | 228 | $258.3K | 0.1% | +228 | New | History |
| MCDMcDonalds Corp | Stock | 982 | $265.4K | 0.1% | −11−1.1% | Reduced | History |
| RGLDRoyal Gold Inc | Stock | 1,400 | $279.5K | 0.1% | −115−7.6% | Reduced | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $281.2K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,752 | $288.4K | 0.1% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 1,443 | $288.7K | 0.1% | +9+0.6% | Added | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,509 | $294.8K | 0.1% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 600 | $300.8K | 0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 2,205 | $318.9K | 0.2% | −56−2.5% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 1,328 | $334.2K | 0.2% | +7+0.5% | Added | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,344 | $346.3K | 0.2% | −372−13.7% | Reduced | – |
| PANWPalo Alto Networks Inc | Stock | 1,128 | $384.7K | 0.2% | +1,128 | New | History |
| LHLabcorp Holdings Inc. | Stock | 1,410 | $394.8K | 0.2% | −2,494−63.9% | Reduced | History |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,167 | $396.0K | 0.2% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 1,271 | $448.4K | 0.2% | −9−0.7% | Reduced | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $485.9K | 0.2% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 533 | $498.6K | 0.2% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,495 | $512.9K | 0.2% | 00.0% | Unchanged | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 13,645 | $588.6K | 0.3% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 1,745 | $616.6K | 0.3% | −137−7.3% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 1,618 | $625.7K | 0.3% | −509−23.9% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,415 | $648.9K | 0.3% | −120−1.4% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,309 | $721.1K | 0.3% | −381−10.3% | Reduced | – |
| TPLTexas Pacific Land Corp | Stock | 1,690 | $739.6K | 0.3% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 8,705 | $833.2K | 0.4% | −215−2.4% | Reduced | History |
| CVSCVS Health Corp | Stock | 8,115 | $839.5K | 0.4% | −812−9.1% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 14,711 | $847.6K | 0.4% | −565−3.7% | Reduced | History |
| VZVerizon Communications Inc | Stock | 20,152 | $853.2K | 0.4% | −683−3.3% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 2,726 | $1.03M | 0.5% | −70−2.5% | Reduced | History |
| TAT&T Inc. | Stock | 58,051 | $1.20M | 0.6% | −1,975−3.3% | Reduced | History |
| DISWalt Disney Co | Stock | 13,911 | $1.34M | 0.6% | −330−2.3% | Reduced | History |
| LOWLowes Companies Inc | Stock | 6,545 | $1.44M | 0.7% | −57−0.9% | Reduced | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,596 | $1.50M | 0.7% | −1,915−10.9% | Reduced | – |
| LNCLincoln National Corp | COM | 47,727 | $1.69M | 0.8% | −850−1.7% | Reduced | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 20,631 | $1.71M | 0.8% | −390−1.9% | Reduced | – |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 91,485 | $1.83M | 0.9% | +4,675+5.4% | Added | – |
| BPBP PLC | ADR | 52,121 | $1.93M | 0.9% | −800−1.5% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 61,110 | $1.94M | 0.9% | +4,171+7.3% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,864 | $1.97M | 0.9% | −82−2.8% | Reduced | – |
| PCARPaccar Inc | COM | 16,983 | $2.04M | 1.0% | −250−1.5% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,971 | $2.17M | 1.0% | 00.0% | Unchanged | – |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 108,495 | $2.18M | 1.0% | −450−0.4% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,790 | $2.21M | 1.0% | −806−4.3% | ReducedConverted for a 4-for-1 split | – |
| PGProcter & Gamble Co | Stock | 16,496 | $2.42M | 1.1% | +1,740+11.8% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 11,364 | $2.49M | 1.2% | +875+8.3% | Added | – |
| ORCLOracle Corp | Stock | 17,084 | $2.50M | 1.2% | +259+1.5% | Added | History |
| EMREmerson Electric Co | Stock | 18,259 | $2.61M | 1.2% | +42+0.2% | Added | History |
| MRKMerck & Co., Inc. | Stock | 20,428 | $2.62M | 1.2% | −476−2.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,451 | $2.73M | 1.3% | +435+8.7% | Added | History |
| PEPPepsiCo Inc | Stock | 20,335 | $2.75M | 1.3% | +440+2.2% | Added | History |
| INTCIntel Corp | Stock | 20,461 | $2.86M | 1.3% | −1,521−6.9% | Reduced | History |
| CVXChevron Corp | Stock | 17,277 | $2.86M | 1.4% | −21−0.1% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 19,609 | $2.87M | 1.4% | −780−3.8% | Reduced | History |
| WRBBerkley W R Corp | COM | 40,655 | $2.87M | 1.4% | +3,587+9.7% | Added | History |
| JNJJohnson & Johnson | Stock | 12,074 | $3.07M | 1.4% | −55−0.5% | Reduced | History |
| TJXTJX Companies Inc | Stock | 20,494 | $3.10M | 1.5% | −132−0.6% | Reduced | History |
| QCOMQualcomm Inc | Stock | 16,845 | $3.11M | 1.5% | −220−1.3% | Reduced | History |
| EOGEOG Resources Inc | Stock | 24,077 | $3.12M | 1.5% | +556+2.4% | Added | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 62,900 | $3.13M | 1.5% | +10,767+20.7% | Added | – |
| AMGNAmgen Inc | Stock | 8,724 | $3.16M | 1.5% | −42−0.5% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 12,919 | $3.18M | 1.5% | +106+0.8% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 40,400 | $3.19M | 1.5% | +1,074+2.7% | Added | – |
| GDGeneral Dynamics Corp | Stock | 9,067 | $3.21M | 1.5% | −45−0.5% | Reduced | History |
| ALLAllstate Corp | Stock | 13,638 | $3.25M | 1.5% | −27−0.2% | Reduced | History |
| RTXRTX Corp | Stock | 17,816 | $3.38M | 1.6% | +29+0.2% | Added | History |
| WMTWalmart Inc. | Stock | 32,245 | $3.65M | 1.7% | −405−1.2% | Reduced | History |
| CCitigroup Inc | Stock | 26,925 | $3.77M | 1.8% | −55−0.2% | Reduced | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 9,453 | $3.80M | 1.8% | −150−1.6% | Reduced | History |
| GHCGraham Holdings Co | COM CL B | 3,438 | $3.92M | 1.8% | +53+1.6% | Added | History |
| AXPAmerican Express Co | Stock | 11,764 | $3.98M | 1.9% | −25−0.2% | Reduced | History |
| MSMorgan Stanley | Stock | 19,192 | $4.01M | 1.9% | +256+1.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 11,286 | $4.21M | 2.0% | −167−1.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 17,673 | $4.21M | 2.0% | +80+0.5% | Added | History |
| IBMInternational Business Machines Corp | Stock | 15,213 | $4.28M | 2.0% | +55+0.4% | Added | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.