Insight Inv LLC
CIK 1909322 · Auf SEC EDGAR ansehen ↗
- Portfolio-Wert
- $212.1M
- Positionen
- 109
- Stand
- 30. Juni 2026
#5.796 von 8.643 nach 13F-Wert · Top 67.1%
Portfolio-Wert QoQ: +16.1% 13F gibt keine Barmittel an
- Gewichtung der Top-10-Positionen
- 34,67%
- Gewichtung der Top-25-Positionen
- 60,15%
- Positionen über 1%
- 43
- Effektive Anzahl von Positionen
- 45,1
Basiert nur auf 13F-Aktien-Long-Positionen (Barmittel, Anleihen, Leerverkäufe nicht angegeben)
Umsatz Q2 2026: 2,73% Geschätzte Käufe $5.390.040 · Verkäufe $8.896.329
Median-Haltezeit: 7,0 Quartale Verfolgt Q4 2024–Q2 2026 · 72,2% noch gehalten
- Neue Positionen
- 7
- Erhöht
- 25
- Abgenommen
- 53
- Geschlossen
- 2
Auf dieser Seite
- Sektoraufschlüsselung Aufteilung des Portfolios nach Sektoren.
- Portfolio Jede Aktie, die diese Institution meldet, aus ihrem neuesten 13F.
- Engagements mit hoher Überzeugung Die Bestände, in die dieser Manager am stärksten investiert ist.
- Größte neue Wetten Brandneue Positionen, die im letzten Quartal eröffnet wurden.
- Top-Transaktionen Die größten Positionssteigerungen und -senkungen in diesem Quartal.
- Geschlossene Positionen Positionen, die der Manager im letzten Quartal vollständig verkauft hat.
Sektoraufschlüsselung
Technology
24,1%
Industrials
11,5%
Financials
9,1%
Retail
8,4%
Communication Services
5,9%
Healthcare
5,7%
Financial Services
4,2%
Energy
4,1%
Communications
2,2%
Diversified Consumer Services
1,8%
Consumer Staples
1,3%
Consumer products
1,1%
Telecommunication
1,0%
Utilities
0,4%
Materials
0,1%
Consumer Discretionary
0,1%
Sonstige/Nicht zugeordnet
18,9%
Gesamtportfolio 109 Positionen
| Typ | Serie | 8-Quartals-Trend | |||||
|---|---|---|---|---|---|---|---|
| MRVL Marvell Technology, Inc. - Common Stock | $13.163.461 | 6,21% | 44.189 | $8.637.966 | Ab ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $10.019.334 | 4,72% | 13.858 | $5.144.383 | Ab ×2 | ||
| GLW Corning Incorporated Common Stock | $9.842.995 | 4,64% | 38.535 | $4.386.247 | Ab ×2 | ||
| AAPL Apple Inc. - Common Stock | $9.088.798 | 4,28% | 31.410 | $975.132 | Ab ×2 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $7.101.586 | 3,35% | 87.609 | $1.237.768 | Auf ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6.578.714 | 3,10% | 18.409 | $1.111.336 | Ab ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $4.662.927 | 2,20% | 39.698 | $1.505.169 | Ab ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4.459.871 | 2,10% | 13.625 | $440.469 | Ab ×1 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $4.355.007 | 2,05% | 18.683 | $829.109 | Ab ×6 | ||
| IBM International Business Machines Corporation Common Stock | $4.278.048 | 2,02% | 15.213 | $603.900 | Auf ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4.212.183 | 1,99% | 17.673 | $548.089 | Auf ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $4.209.869 | 1,98% | 11.286 | $-29.708 | Ab ×1 | ||
| MS Morgan Stanley Common Stock | $4.011.896 | 1,89% | 19.192 | $895.598 | Auf ×1 | ||
| AXP American Express Company Common Stock | $3.979.173 | 1,88% | 11.764 | $413.236 | Ab ×3 | ||
| GHC Graham Holdings Company Common Stock | $3.924.202 | 1,85% | 3.438 | $345.377 | Auf ×4 | ||
| MSGS Madison Square Garden Sports Corp. Class A Common Stock (New) | $3.798.594 | 1,79% | 9.453 | $712.190 | Ab ×1 | ||
| C Citigroup, Inc. Common Stock | $3.768.423 | 1,78% | 26.925 | $708.621 | Ab ×2 | ||
| WMT Walmart Inc. - Common Stock | $3.652.069 | 1,72% | 32.245 | $-405.673 | Ab ×6 | ||
| RTX RTX Corporation Common Stock | $3.380.230 | 1,59% | 17.816 | $-50.882 | Auf ×2 | ||
| ALL Allstate Corporation (The) Common Stock | $3.245.026 | 1,53% | 13.638 | $411.725 | Ab ×1 | ||
| GD General Dynamics Corporation Common Stock | $3.211.894 | 1,51% | 9.067 | $84.473 | Ab ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $3.192.812 | 1,51% | 40.400 | $75.440 | Auf ×3 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $3.180.916 | 1,50% | 12.919 | $514.659 | Auf ×4 | ||
| AMGN Amgen Inc. - Common Stock | $3.159.135 | 1,49% | 8.724 | $74.818 | Ab ×1 | ||
| LMBS First Trust Low Duration Opportunities ETF | $3.131.162 | 1,48% | 62.900 | $534.417 | Auf ×6 | ||
| EOG EOG Resources, Inc. Common Stock | $3.123.509 | 1,47% | 24.077 | $-276.922 | Auf ×4 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $3.112.788 | 1,47% | 16.845 | $915.157 | Ab ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $3.104.841 | 1,46% | 20.494 | $-189.131 | Ab ×1 | ||
| JNJ Johnson & Johnson Common Stock | $3.066.434 | 1,45% | 12.074 | $101.621 | Ab ×3 | ||
| WRB W.R. Berkley Corporation Common Stock | $2.867.397 | 1,35% | 40.655 | $410.530 | Auf ×2 | ||
| JCI Johnson Controls International plc Ordinary Share | $2.865.071 | 1,35% | 19.609 | $195.131 | Ab ×1 | ||
| CVX Chevron Corporation Common Stock | $2.863.909 | 1,35% | 17.277 | $-715.138 | Ab ×1 | ||
| INTC Intel Corporation - Common Stock | $2.856.969 | 1,35% | 20.461 | $1.886.903 | Ab ×3 | ||
| PEP PepsiCo, Inc. - Common Stock | $2.753.359 | 1,30% | 20.335 | $-336.136 | Auf ×4 | ||
| BRKB | $2.727.626 | 1,29% | 5.451 | $323.959 | Auf ×4 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2.624.998 | 1,24% | 20.428 | $110.456 | Ab ×1 | ||
| EMR Emerson Electric Company Common Stock | $2.613.776 | 1,23% | 18.259 | $226.985 | Auf ×4 | ||
| ORCL Oracle Corporation Common Stock | $2.503.660 | 1,18% | 17.084 | $28.534 | Auf ×3 | ||
| QUAL | $2.493.603 | 1,18% | 11.364 | $481.708 | Auf ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $2.418.973 | 1,14% | 16.496 | $287.616 | Auf ×2 | ||
| IWF | $2.209.035 | 1,04% | 17.790 | $226.527 | Auf ×1 | ||
| FUMB | $2.175.867 | 1,03% | 108.495 | $-8.480 | Ab ×3 | ||
| IWD | $2.174.840 | 1,03% | 8.971 | $258.006 | |||
| PCAR PACCAR Inc. - Common Stock | $2.039.998 | 0,96% | 16.983 | $49.586 | Ab ×1 | ||
| VOO | $1.966.857 | 0,93% | 2.864 | $206.475 | Ab ×1 | ||
| SCHD | $1.937.790 | 0,91% | 61.110 | $190.892 | Auf ×3 | ||
| BP BP p.l.c. Common Stock | $1.925.871 | 0,91% | 52.121 | $-561.416 | Ab ×1 | ||
| FSMB | $1.828.785 | 0,86% | 91.485 | $96.057 | Auf ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1.705.152 | 0,80% | 20.631 | $-34.336 | Ab ×1 | ||
| LNC Lincoln National Corporation Common Stock | $1.687.149 | 0,80% | 47.727 | $-37.335 | Ab ×1 | ||
| USMV | $1.504.390 | 0,71% | 15.596 | $-119.580 | Ab ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $1.443.107 | 0,68% | 6.545 | $-116.814 | Ab ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1.338.963 | 0,63% | 13.911 | $-33.614 | Ab ×3 | ||
| T AT&T Inc. | $1.201.656 | 0,57% | 58.051 | $-538.498 | Ab ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1.029.747 | 0,49% | 2.726 | $164.357 | Ab ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $853.236 | 0,40% | 20.152 | $-192.681 | Ab ×3 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $847.648 | 0,40% | 14.711 | $-78.841 | Ab ×5 | ||
| CVS CVS Health Corporation Common Stock | $839.497 | 0,40% | 8.115 | $198.360 | Ab ×6 | ||
| SO Southern Company (The) Common Stock | $833.156 | 0,39% | 8.705 | $-27.802 | Ab ×1 | ||
| TPL Texas Pacific Land Corporation Common Stock | $739.612 | 0,35% | 1.690 | $-62.394 | |||
| VTV | $721.130 | 0,34% | 3.309 | $-2.848 | Ab ×2 | ||
| IJH | $648.881 | 0,31% | 8.415 | $72.512 | Ab ×2 | ||
| ELV Elevance Health, Inc. Common Stock | $625.729 | 0,29% | 1.618 | $3.050 | Ab ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $616.561 | 0,29% | 1.745 | $76.690 | Ab ×2 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $588.645 | 0,28% | 13.645 | $50.623 | |||
| V Visa Inc. | $512.920 | 0,24% | 1.495 | $61.071 | |||
| COST Costco Wholesale Corporation - Common Stock | $498.606 | 0,24% | 533 | $-32.491 | |||
| PSLV | $485.903 | 0,23% | 25.750 | $-142.140 | |||
| HD Home Depot, Inc. (The) Common Stock | $448.382 | 0,21% | 1.271 | $27.403 | Ab ×2 | ||
| SIXG Defiance Connective Technologies ETF | $396.021 | 0,19% | 4.167 | $111.935 | |||
| LH Labcorp Holdings Inc. Common Stock | $394.800 | 0,19% | 1.410 | $-646.826 | Ab ×3 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $384.671 | 0,18% | 1.128 | ||||
| IJJ | $346.279 | 0,16% | 2.344 | $-13.591 | Ab ×5 | ||
| ABBV AbbVie Inc. Common Stock | $334.178 | 0,16% | 1.328 | $46.874 | Auf ×2 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $318.865 | 0,15% | 2.205 | $50.643 | Ab ×2 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $300.816 | 0,14% | 600 | $5.898 | |||
| IJK | $294.808 | 0,14% | 2.509 | $42.352 | |||
| NVDA NVIDIA Corporation - Common Stock | $288.730 | 0,14% | 1.443 | $38.640 | Auf ×2 | ||
| IWS | $288.379 | 0,14% | 1.752 | $33.043 | |||
| PRF | $281.226 | 0,13% | 5.205 | $33.832 | |||
| RGLD Royal Gold, Inc. - Common Stock | $279.454 | 0,13% | 1.400 | $-106.098 | Ab ×2 | ||
| MCD McDonald's Corporation Common Stock | $265.444 | 0,13% | 982 | $-43.170 | Ab ×5 | ||
| URI United Rentals, Inc. Common Stock | $258.299 | 0,12% | 228 | ||||
| IJR | $254.500 | 0,12% | 1.716 | $28.753 | Ab ×2 | ||
| CMI Cummins Inc. Common Stock | $249.624 | 0,12% | 350 | Auf ×1 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $234.754 | 0,11% | 118 | ||||
| SPYG | $204.068 | 0,10% | 1.715 | ||||
| PSKY Paramount Skydance Corporation - Class B Common Stock | $193.798 | 0,09% | 19.655 | $9.880 | Ab ×2 | ||
| IEFA | $181.860 | 0,09% | 1.883 | $-51.979 | Ab ×2 | ||
| IVV | $175.240 | 0,08% | 234 | $22.389 | |||
| IJS | $169.210 | 0,08% | 1.238 | $-12.848 | Ab ×5 | ||
| IVW | $153.071 | 0,07% | 1.113 | $27.180 | |||
| VBR | $142.149 | 0,07% | 585 | $-72.060 | Ab ×2 | ||
| DVY iShares Select Dividend ETF | $126.916 | 0,06% | 812 | $3.971 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $123.591 | 0,06% | 692 | $23.452 | |||
| VUG | $115.255 | 0,05% | 1.338 | $17.851 | Auf ×1 | ||
| IVE | $85.375 | 0,04% | 376 | $5.983 | |||
| VO | $62.526 | 0,03% | 776 | $6.810 | Auf ×2 | ||
| IWN | $44.240 | 0,02% | 200 | $6.322 | |||
| FTSM First Trust Enhanced Short Maturity ETF | $41.811 | 0,02% | 700 | $-35 | |||
| Keine Treffer | |||||||
Überzeugungspositionen
Positionen seit 3+ aufeinanderfolgenden Quartalen erhöht.
Aktienanzahlen sind wie in 13F-Einreichungen angegeben (nicht split-bereinigt)
| Wertpapier | Wert | % des Portfolios | Serie |
|---|---|---|---|
| RDVY | $7.101.586 | 3,35% | um ×3 |
| AMZN | $4.212.183 | 1,99% | um ×3 |
| GHC | $3.924.202 | 1,85% | um ×4 |
| VCSH | $3.192.812 | 1,51% | um ×3 |
| PNC | $3.180.916 | 1,50% | um ×4 |
| LMBS | $3.131.162 | 1,48% | um ×6 |
| EOG | $3.123.509 | 1,47% | um ×4 |
| PEP | $2.753.359 | 1,30% | um ×4 |
| BRKB | $2.727.626 | 1,29% | um ×4 |
| EMR | $2.613.776 | 1,23% | um ×4 |
| ORCL | $2.503.660 | 1,18% | um ×3 |
| QUAL | $2.493.603 | 1,18% | um ×3 |
| SCHD | $1.937.790 | 0,91% | um ×3 |
Größte neue Wetten
In diesem Quartal eröffnete neue Positionen, beginnend mit der größten.
Top-Performer (QoQ)
| Wertpapier | Aktion | Aktien Δ | Wert Δ |
|---|---|---|---|
| MRVL | Reduziert | -2K | +$8.6M |
| AMAT | Reduziert | -405 | +$5.1M |
| GLW | Reduziert | -2K | +$4.4M |
| INTC | Reduziert | -2K | +$1.9M |
| CSCO | Reduziert | -1K | +$1.5M |
| RDVY | Mehr gekauft | +2K | +$1.2M |
| GOOGL | Reduziert | -604 | +$1.1M |
| AAPL | Reduziert | -560 | +$975K |
| QCOM | Reduziert | -220 | +$915K |
| MS | Mehr gekauft | +256 | +$896K |
Geschlossene Positionen
Beinhaltet Unternehmensereignisse (Fusionen, Delistings) – nicht alle Abgänge sind Verkäufe
Geschlossene Positionen spiegeln Änderungen in der 13F-Meldung wider; für Indexmanager sind diese oft mechanisch (Delisting, M&A, Index-Neugewichtung) und keine aktiven Entscheidungen.
| Wertpapier | Quartal | Anteile davor | Wert davor | Preis seit Ausstieg |
|---|---|---|---|---|
| XOM | 30. Juni 2026 | 23.829 | $4.042.828 | 20,1% |
| CTSH | 31. März 2026 | 12.941 | $1.074.103 | -6,9% |
| TGT | 31. Dezember 2025 | 7.990 | $716.703 | 56,4% |
| MDT | 30. Juni 2026 | 4.059 | $351.712 | 18,6% |
| BKLN | 30. September 2025 | 16.354 | $342.126 | Nicht mehr verfolgt |
| FICO | 31. März 2026 | 164 | $277.262 | 1,6% |
| MEAR | 31. März 2026 | 5.300 | $266.696 | Nicht mehr verfolgt |
| QAI | 30. Juni 2025 | 8.228 | $257.619 | Nicht mehr verfolgt |
| PARA | 30. September 2025 | 19.810 | $255.549 | |
| ADBE | 30. September 2025 | 626 | $242.187 | -25,8% |
| AON | 30. Juni 2025 | 597 | $238.257 | -2,0% |
| SIXG | 31. März 2025 | 4.847 | $230.960 | Nicht mehr verfolgt |
| LMT | 31. März 2025 | 465 | $225.962 | 35,2% |
| URI | 31. Dezember 2025 | 228 | $217.662 | 42,3% |
| TXN | 31. Dezember 2025 | 1.151 | $211.473 | 57,8% |
| PANW | 31. März 2026 | 1.141 | $210.172 | 132,7% |
| PFE | 30. September 2025 | 8.651 | $209.700 | 7,3% |
| UNP | 30. Juni 2025 | 8.533 | $203.076 | 31,2% |
| ZBH | 30. Juni 2025 | 1.790 | $202.592 | 9,6% |
| SPYG | 31. März 2026 | 1.815 | $193.660 | Nicht mehr verfolgt |
| UNH | 30. Juni 2025 | 20.304 | $183.402 | 27,4% |
| URI | 31. März 2025 | 207 | $145.819 | 83,8% |
| NEE | 30. Juni 2025 | 13.110 | $132.272 | 24,8% |
| KO | 30. Juni 2025 | 12.978 | $110.010 | 25,0% |
| ASML | 30. Juni 2025 | 10.107 | $88.179 | 125,3% |
| BAC | 30. Juni 2025 | 12.193 | $84.407 | 35,9% |
| IWB | 30. September 2025 | 245 | $83.195 | Nicht mehr verfolgt |
| VLUE | 31. Dezember 2025 | 488 | $61.024 | Nicht mehr verfolgt |
| BTF | 31. März 2026 | 11.300 | $58.986 | |
| SBUX | 30. Juni 2025 | 11.267 | $58.744 | 17,1% |
| UPS | 30. Juni 2025 | 20.203 | $47.124 | 1,2% |
| SDY | 31. März 2026 | 201 | $27.971 | Nicht mehr verfolgt |
| ABEV | 30. Juni 2025 | 11.547 | $26.905 | 16,6% |
| MA | 31. März 2025 | 46 | $24.222 | 4,3% |
| PWR | 30. Juni 2025 | 19.425 | $21.704 | 86,9% |
| EFA | 30. September 2025 | 230 | $20.560 | Nicht mehr verfolgt |
| LULU | 30. Juni 2025 | 11.858 | $20.320 | -50,2% |
| AEP | 30. Juni 2025 | 19.096 | $19.096 | 23,5% |
| NFLX | 30. Juni 2025 | 12.884 | $17.542 | -94,2% |
| MET | 30. Juni 2025 | 15.830 | $15.830 | 21,6% |
| VEEV | 31. März 2025 | 74 | $15.559 | 6,0% |
| AMT | 30. Juni 2025 | 11.356 | $11.356 | -21,2% |
| CME | 30. Juni 2025 | 10.221 | $10.221 | -2,1% |
| TIP | 30. September 2025 | 87 | $9.573 | Nicht mehr verfolgt |
| VTWO | 30. September 2025 | 108 | $9.420 | |
| VONG | 30. September 2025 | 68 | $7.426 | |
| EEM | 31. März 2026 | 73 | $3.994 | Nicht mehr verfolgt |
| IWR | 30. Juni 2025 | 14 | $1.191 | Nicht mehr verfolgt |
| VFC | 31. März 2025 | 34 | $730 | -6,5% |