Insight Inv LLC
CIK 1909322 · View on SEC EDGAR ↗
- Portfolio value
- $212.1M
- Positions
- 109
- As of
- June 30, 2026
#6,273 of 9,443 by 13F value · top 66.4%
Portfolio value QoQ: +16.1% 13F does not disclose cash
- Top 10 holdings weight
- 34.67%
- Top 25 holdings weight
- 60.15%
- Positions above 1%
- 43
- Effective number of positions
- 45.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.73% Est. buys $5,390,040 · sells $8,896,329
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 72.2% still held
- New positions
- 7
- Increased
- 25
- Decreased
- 53
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
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%
Other/Unmapped
18.9%
Full portfolio 109 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MRVL Marvell Technology, Inc. - Common Stock | $13,163,461 | 6.21% | 44,189 | $8,637,966 | Down ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $10,019,334 | 4.72% | 13,858 | $5,144,383 | Down ×2 | ||
| GLW Corning Incorporated Common Stock | $9,842,995 | 4.64% | 38,535 | $4,386,247 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $9,088,798 | 4.28% | 31,410 | $975,132 | Down ×2 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $7,101,586 | 3.35% | 87,609 | $1,237,768 | Up ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6,578,714 | 3.10% | 18,409 | $1,111,336 | Down ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $4,662,927 | 2.20% | 39,698 | $1,505,169 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4,459,871 | 2.10% | 13,625 | $440,469 | Down ×1 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $4,355,007 | 2.05% | 18,683 | $829,109 | Down ×6 | ||
| IBM International Business Machines Corporation Common Stock | $4,278,048 | 2.02% | 15,213 | $603,900 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4,212,183 | 1.99% | 17,673 | $548,089 | Up ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $4,209,869 | 1.98% | 11,286 | $-29,708 | Down ×1 | ||
| MS Morgan Stanley Common Stock | $4,011,896 | 1.89% | 19,192 | $895,598 | Up ×1 | ||
| AXP American Express Company Common Stock | $3,979,173 | 1.88% | 11,764 | $413,236 | Down ×3 | ||
| GHC Graham Holdings Company Common Stock | $3,924,202 | 1.85% | 3,438 | $345,377 | Up ×4 | ||
| MSGS Madison Square Garden Sports Corp. Class A Common Stock (New) | $3,798,594 | 1.79% | 9,453 | $712,190 | Down ×1 | ||
| C Citigroup, Inc. Common Stock | $3,768,423 | 1.78% | 26,925 | $708,621 | Down ×2 | ||
| WMT Walmart Inc. - Common Stock | $3,652,069 | 1.72% | 32,245 | $-405,673 | Down ×6 | ||
| RTX RTX Corporation Common Stock | $3,380,230 | 1.59% | 17,816 | $-50,882 | Up ×2 | ||
| ALL Allstate Corporation (The) Common Stock | $3,245,026 | 1.53% | 13,638 | $411,725 | Down ×1 | ||
| GD General Dynamics Corporation Common Stock | $3,211,894 | 1.51% | 9,067 | $84,473 | Down ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $3,192,812 | 1.51% | 40,400 | $75,440 | Up ×3 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $3,180,916 | 1.50% | 12,919 | $514,659 | Up ×4 | ||
| AMGN Amgen Inc. - Common Stock | $3,159,135 | 1.49% | 8,724 | $74,818 | Down ×1 | ||
| LMBS First Trust Low Duration Opportunities ETF | $3,131,162 | 1.48% | 62,900 | $534,417 | Up ×6 | ||
| EOG EOG Resources, Inc. Common Stock | $3,123,509 | 1.47% | 24,077 | $-276,922 | Up ×4 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $3,112,788 | 1.47% | 16,845 | $915,157 | Down ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $3,104,841 | 1.46% | 20,494 | $-189,131 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $3,066,434 | 1.45% | 12,074 | $101,621 | Down ×3 | ||
| WRB W.R. Berkley Corporation Common Stock | $2,867,397 | 1.35% | 40,655 | $410,530 | Up ×2 | ||
| JCI Johnson Controls International plc Ordinary Share | $2,865,071 | 1.35% | 19,609 | $195,131 | Down ×1 | ||
| CVX Chevron Corporation Common Stock | $2,863,909 | 1.35% | 17,277 | $-715,138 | Down ×1 | ||
| INTC Intel Corporation - Common Stock | $2,856,969 | 1.35% | 20,461 | $1,886,903 | Down ×3 | ||
| PEP PepsiCo, Inc. - Common Stock | $2,753,359 | 1.30% | 20,335 | $-336,136 | Up ×4 | ||
| BRKB | $2,727,626 | 1.29% | 5,451 | $323,959 | Up ×4 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2,624,998 | 1.24% | 20,428 | $110,456 | Down ×1 | ||
| EMR Emerson Electric Company Common Stock | $2,613,776 | 1.23% | 18,259 | $226,985 | Up ×4 | ||
| ORCL Oracle Corporation Common Stock | $2,503,660 | 1.18% | 17,084 | $28,534 | Up ×3 | ||
| QUAL | $2,493,603 | 1.18% | 11,364 | $481,708 | Up ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,418,973 | 1.14% | 16,496 | $287,616 | Up ×2 | ||
| IWF | $2,209,035 | 1.04% | 17,790 | $226,527 | Up ×1 | ||
| FUMB | $2,175,867 | 1.03% | 108,495 | $-8,480 | Down ×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 | Down ×1 | ||
| VOO | $1,966,857 | 0.93% | 2,864 | $206,475 | Down ×1 | ||
| SCHD | $1,937,790 | 0.91% | 61,110 | $190,892 | Up ×3 | ||
| BP BP p.l.c. Common Stock | $1,925,871 | 0.91% | 52,121 | $-561,416 | Down ×1 | ||
| FSMB | $1,828,785 | 0.86% | 91,485 | $96,057 | Up ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,705,152 | 0.80% | 20,631 | $-34,336 | Down ×1 | ||
| LNC Lincoln National Corporation Common Stock | $1,687,149 | 0.80% | 47,727 | $-37,335 | Down ×1 | ||
| USMV | $1,504,390 | 0.71% | 15,596 | $-119,580 | Down ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $1,443,107 | 0.68% | 6,545 | $-116,814 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1,338,963 | 0.63% | 13,911 | $-33,614 | Down ×3 | ||
| T AT&T Inc. | $1,201,656 | 0.57% | 58,051 | $-538,498 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1,029,747 | 0.49% | 2,726 | $164,357 | Down ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $853,236 | 0.40% | 20,152 | $-192,681 | Down ×3 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $847,648 | 0.40% | 14,711 | $-78,841 | Down ×5 | ||
| CVS CVS Health Corporation Common Stock | $839,497 | 0.40% | 8,115 | $198,360 | Down ×6 | ||
| SO Southern Company (The) Common Stock | $833,156 | 0.39% | 8,705 | $-27,802 | Down ×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 | Down ×2 | ||
| IJH | $648,881 | 0.31% | 8,415 | $72,512 | Down ×2 | ||
| ELV Elevance Health, Inc. Common Stock | $625,729 | 0.29% | 1,618 | $3,050 | Down ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $616,561 | 0.29% | 1,745 | $76,690 | Down ×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 | Down ×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 | Down ×3 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $384,671 | 0.18% | 1,128 | ||||
| IJJ | $346,279 | 0.16% | 2,344 | $-13,591 | Down ×5 | ||
| ABBV AbbVie Inc. Common Stock | $334,178 | 0.16% | 1,328 | $46,874 | Up ×2 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $318,865 | 0.15% | 2,205 | $50,643 | Down ×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 | Up ×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 | Down ×2 | ||
| MCD McDonald's Corporation Common Stock | $265,444 | 0.13% | 982 | $-43,170 | Down ×5 | ||
| URI United Rentals, Inc. Common Stock | $258,299 | 0.12% | 228 | ||||
| IJR | $254,500 | 0.12% | 1,716 | $28,753 | Down ×2 | ||
| CMI Cummins Inc. Common Stock | $249,624 | 0.12% | 350 | Up ×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 | Down ×2 | ||
| IEFA | $181,860 | 0.09% | 1,883 | $-51,979 | Down ×2 | ||
| IVV | $175,240 | 0.08% | 234 | $22,389 | |||
| IJS | $169,210 | 0.08% | 1,238 | $-12,848 | Down ×5 | ||
| IVW | $153,071 | 0.07% | 1,113 | $27,180 | |||
| VBR | $142,149 | 0.07% | 585 | $-72,060 | Down ×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 | Up ×1 | ||
| IVE | $85,375 | 0.04% | 376 | $5,983 | |||
| VO | $62,526 | 0.03% | 776 | $6,810 | Up ×2 | ||
| IWN | $44,240 | 0.02% | 200 | $6,322 | |||
| FTSM First Trust Enhanced Short Maturity ETF | $41,811 | 0.02% | 700 | $-35 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| RDVY | $7,101,586 | 3.35% | up ×3 |
| AMZN | $4,212,183 | 1.99% | up ×3 |
| GHC | $3,924,202 | 1.85% | up ×4 |
| VCSH | $3,192,812 | 1.51% | up ×3 |
| PNC | $3,180,916 | 1.50% | up ×4 |
| LMBS | $3,131,162 | 1.48% | up ×6 |
| EOG | $3,123,509 | 1.47% | up ×4 |
| PEP | $2,753,359 | 1.30% | up ×4 |
| BRKB | $2,727,626 | 1.29% | up ×4 |
| EMR | $2,613,776 | 1.23% | up ×4 |
| ORCL | $2,503,660 | 1.18% | up ×3 |
| QUAL | $2,493,603 | 1.18% | up ×3 |
| SCHD | $1,937,790 | 0.91% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XOM | June 30, 2026 | 23,829 | $4,042,828 | 22.8% |
| CTSH | March 31, 2026 | 12,941 | $1,074,103 | -2.4% |
| TGT | Dec. 31, 2025 | 7,990 | $716,703 | 64.5% |
| MDT | June 30, 2026 | 4,059 | $351,712 | 19.9% |
| BKLN | Sept. 30, 2025 | 16,354 | $342,126 | No longer tracked |
| FICO | March 31, 2026 | 164 | $277,262 | 6.3% |
| MEAR | March 31, 2026 | 5,300 | $266,696 | No longer tracked |
| QAI | June 30, 2025 | 8,228 | $257,619 | No longer tracked |
| PARA | Sept. 30, 2025 | 19,810 | $255,549 | |
| ADBE | Sept. 30, 2025 | 626 | $242,187 | -23.2% |
| AON | June 30, 2025 | 597 | $238,257 | -2.0% |
| SIXG | March 31, 2025 | 4,847 | $230,960 | No longer tracked |
| LMT | March 31, 2025 | 465 | $225,962 | 35.2% |
| URI | Dec. 31, 2025 | 228 | $217,662 | 37.9% |
| TXN | Dec. 31, 2025 | 1,151 | $211,473 | 55.5% |
| PANW | March 31, 2026 | 1,141 | $210,172 | 124.0% |
| PFE | Sept. 30, 2025 | 8,651 | $209,700 | 10.9% |
| UNP | June 30, 2025 | 8,533 | $203,076 | 33.1% |
| ZBH | June 30, 2025 | 1,790 | $202,592 | 10.9% |
| SPYG | March 31, 2026 | 1,815 | $193,660 | No longer tracked |
| UNH | June 30, 2025 | 20,304 | $183,402 | 26.6% |
| URI | March 31, 2025 | 207 | $145,819 | 78.1% |
| NEE | June 30, 2025 | 13,110 | $132,272 | 24.5% |
| KO | June 30, 2025 | 12,978 | $110,010 | 27.1% |
| ASML | June 30, 2025 | 10,107 | $88,179 | 120.9% |
| BAC | June 30, 2025 | 12,193 | $84,407 | 35.4% |
| IWB | Sept. 30, 2025 | 245 | $83,195 | No longer tracked |
| VLUE | Dec. 31, 2025 | 488 | $61,024 | No longer tracked |
| BTF | March 31, 2026 | 11,300 | $58,986 | |
| SBUX | June 30, 2025 | 11,267 | $58,744 | 17.6% |
| UPS | June 30, 2025 | 20,203 | $47,124 | 2.9% |
| SDY | March 31, 2026 | 201 | $27,971 | No longer tracked |
| ABEV | June 30, 2025 | 11,547 | $26,905 | 17.6% |
| MA | March 31, 2025 | 46 | $24,222 | 6.1% |
| PWR | June 30, 2025 | 19,425 | $21,704 | 78.0% |
| EFA | Sept. 30, 2025 | 230 | $20,560 | No longer tracked |
| LULU | June 30, 2025 | 11,858 | $20,320 | -49.5% |
| AEP | June 30, 2025 | 19,096 | $19,096 | 22.1% |
| NFLX | June 30, 2025 | 12,884 | $17,542 | -94.0% |
| MET | June 30, 2025 | 15,830 | $15,830 | 20.3% |
| VEEV | March 31, 2025 | 74 | $15,559 | 7.7% |
| AMT | June 30, 2025 | 11,356 | $11,356 | -21.0% |
| CME | June 30, 2025 | 10,221 | $10,221 | -2.1% |
| TIP | Sept. 30, 2025 | 87 | $9,573 | No longer tracked |
| VTWO | Sept. 30, 2025 | 108 | $9,420 | |
| VONG | Sept. 30, 2025 | 68 | $7,426 | |
| EEM | March 31, 2026 | 73 | $3,994 | No longer tracked |
| IWR | June 30, 2025 | 14 | $1,191 | No longer tracked |
| VFC | March 31, 2025 | 34 | $730 | -7.5% |