Insight Inv
Latest statistics and disclosures from Insight Inv's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, WSM, MSFT, AMZN, QCOM, and represent 16.54% of Insight Inv's stock portfolio.
- Added to shares of these 10 stocks: WMT, EOG, BITO, TXN, PEP, DIS, BMY, AAPL, EMR, PG.
- Started 3 new stock positions in TXN, BITO, EOG.
- Reduced shares in these 10 stocks: PFE, WSM, VCSH, SO, CTSH, FUMB, PCAR, CVS, LH, VTV.
- Sold out of its position in PFE.
- Insight Inv was a net buyer of stock by $2.8M.
- Insight Inv has $115M in assets under management (AUM), dropping by 12.92%.
- Central Index Key (CIK): 0001909322
Tip: Access up to 7 years of quarterly data
Positions held by Insight Inv consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Insight Inv
Insight Inv holds 89 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 4.4 | $5.0M | +2% | 29k | 171.48 |
|
Williams-Sonoma (WSM) | 3.6 | $4.2M | -4% | 13k | 317.53 |
|
Microsoft Corporation (MSFT) | 3.4 | $3.9M | 9.4k | 420.72 |
|
|
Amazon (AMZN) | 2.6 | $3.0M | 17k | 180.38 |
|
|
Qualcomm (QCOM) | 2.5 | $2.9M | 17k | 169.30 |
|
|
American Express Company (AXP) | 2.5 | $2.9M | 13k | 227.69 |
|
|
JPMorgan Chase & Co. (JPM) | 2.4 | $2.8M | 14k | 200.30 |
|
|
International Business Machines (IBM) | 2.4 | $2.8M | 15k | 190.96 |
|
|
Marvell Technology (MRVL) | 2.3 | $2.7M | 38k | 70.88 |
|
|
Applied Materials (AMAT) | 2.2 | $2.5M | 12k | 206.23 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $2.5M | 17k | 150.93 |
|
|
Chevron Corporation (CVX) | 2.1 | $2.4M | 15k | 157.74 |
|
|
Merck & Co (MRK) | 2.1 | $2.4M | 18k | 132.72 |
|
|
Allstate Corporation (ALL) | 2.1 | $2.4M | 14k | 173.93 |
|
|
Exxon Mobil Corporation (XOM) | 2.0 | $2.3M | 20k | 116.24 |
|
|
Oracle Corporation (ORCL) | 2.0 | $2.3M | 18k | 125.61 |
|
|
Pepsi (PEP) | 1.9 | $2.2M | +7% | 13k | 176.18 |
|
General Dynamics Corporation (GD) | 1.9 | $2.2M | 7.7k | 282.49 |
|
|
Wal-Mart Stores (WMT) | 1.9 | $2.2M | +201% | 36k | 60.17 |
|
Walt Disney Company (DIS) | 1.9 | $2.1M | +7% | 18k | 122.36 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.8 | $2.1M | -6% | 27k | 77.31 |
|
TJX Companies (TJX) | 1.8 | $2.1M | 21k | 101.42 |
|
|
Target Corporation (TGT) | 1.8 | $2.1M | 12k | 177.21 |
|
|
Amgen (AMGN) | 1.8 | $2.1M | 7.2k | 284.32 |
|
|
Graham Hldgs Com Cl B (GHC) | 1.7 | $2.0M | 2.6k | 767.68 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $2.0M | 4.7k | 420.52 |
|
|
Cisco Systems (CSCO) | 1.7 | $1.9M | +5% | 39k | 49.91 |
|
Paccar (PCAR) | 1.7 | $1.9M | -3% | 16k | 123.89 |
|
Emerson Electric (EMR) | 1.5 | $1.8M | +7% | 16k | 113.42 |
|
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 1.5 | $1.8M | 90k | 19.84 |
|
|
W.R. Berkley Corporation (WRB) | 1.5 | $1.7M | +6% | 20k | 88.44 |
|
BP Sponsored Adr (BP) | 1.5 | $1.7M | 45k | 38.12 |
|
|
Johnson & Johnson (JNJ) | 1.5 | $1.7M | 11k | 158.19 |
|
|
Citigroup Com New (C) | 1.5 | $1.7M | +3% | 27k | 63.24 |
|
Raytheon Technologies Corp (RTX) | 1.5 | $1.7M | 17k | 97.53 |
|
|
PNC Financial Services (PNC) | 1.5 | $1.7M | 10k | 161.60 |
|
|
Morgan Stanley Com New (MS) | 1.4 | $1.6M | 17k | 94.16 |
|
|
Corning Incorporated (GLW) | 1.3 | $1.5M | 45k | 32.96 |
|
|
Procter & Gamble Company (PG) | 1.3 | $1.5M | +8% | 9.0k | 162.25 |
|
CVS Caremark Corporation (CVS) | 1.2 | $1.4M | -3% | 18k | 79.76 |
|
Medtronic SHS (MDT) | 1.2 | $1.4M | 16k | 87.15 |
|
|
Lowe's Companies (LOW) | 1.2 | $1.4M | +3% | 5.4k | 254.73 |
|
Anthem (ELV) | 1.2 | $1.4M | 2.6k | 518.54 |
|
|
Bristol Myers Squibb (BMY) | 1.2 | $1.3M | +11% | 25k | 54.23 |
|
Lincoln National Corporation (LNC) | 1.1 | $1.3M | -3% | 40k | 31.93 |
|
Johnson Ctls Intl SHS (JCI) | 1.1 | $1.2M | 19k | 65.32 |
|
|
Intuitive Surgical Com New (ISRG) | 1.0 | $1.2M | 2.9k | 399.09 |
|
|
Madison Square Grdn Sprt Cor Cl A (MSGS) | 1.0 | $1.1M | 6.1k | 184.52 |
|
|
At&t (T) | 0.8 | $969k | 55k | 17.60 |
|
|
Cognizant Technology Solutio Cl A (CTSH) | 0.8 | $909k | -9% | 12k | 73.29 |
|
Verizon Communications (VZ) | 0.8 | $907k | 22k | 41.96 |
|
|
Intel Corporation (INTC) | 0.7 | $853k | 19k | 44.17 |
|
|
Laboratory Corp Amer Hldgs Com New (LH) | 0.7 | $761k | -6% | 3.5k | 218.46 |
|
EOG Resources (EOG) | 0.6 | $738k | NEW | 5.8k | 127.84 |
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $720k | +11% | 8.9k | 80.51 |
|
Ishares U S Etf Tr Blackrock Short (MEAR) | 0.6 | $692k | 14k | 50.12 |
|
|
Southern Company (SO) | 0.5 | $625k | -17% | 8.7k | 71.74 |
|
Abbvie (ABBV) | 0.5 | $574k | 3.2k | 182.10 |
|
|
Home Depot (HD) | 0.4 | $455k | 1.2k | 383.60 |
|
|
McDonald's Corporation (MCD) | 0.4 | $409k | 1.5k | 281.95 |
|
|
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 0.3 | $402k | -15% | 20k | 20.04 |
|
Costco Wholesale Corporation (COST) | 0.3 | $369k | 504.00 | 732.63 |
|
|
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $360k | +5% | 7.5k | 48.25 |
|
Vanguard Index Fds Value Etf (VTV) | 0.3 | $317k | -11% | 1.9k | 162.86 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $286k | 1.9k | 152.26 |
|
|
Paramount Global Class B Com (PARA) | 0.2 | $262k | -8% | 22k | 11.82 |
|
Broadcom (AVGO) | 0.2 | $260k | 195.00 | 1330.66 |
|
|
Tyler Technologies (TYL) | 0.2 | $255k | 600.00 | 425.01 |
|
|
Valkyrie Etf Trust Ii Bitcoin And Ethe (BTF) | 0.2 | $239k | 11k | 21.16 |
|
|
Proshares Tr Bitcoin Strate (BITO) | 0.2 | $225k | NEW | 7.0k | 32.30 |
|
Royal Gold (RGLD) | 0.2 | $214k | 1.8k | 121.81 |
|
|
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.2 | $214k | 26k | 8.29 |
|
|
Texas Instruments Incorporated (TXN) | 0.2 | $196k | NEW | 1.1k | 174.21 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $185k | -8% | 385.00 | 480.70 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $176k | +12% | 918.00 | 191.88 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $108k | 1.3k | 84.44 |
|
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $105k | 311.00 | 337.50 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $77k | 223.00 | 344.20 |
|
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $70k | 772.00 | 91.25 |
|
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $70k | 376.00 | 186.81 |
|
|
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $70k | -31% | 1.2k | 59.62 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $62k | 498.00 | 125.33 |
|
|
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $56k | 426.00 | 130.73 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $48k | 191.00 | 249.86 |
|
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $45k | 438.00 | 102.76 |
|
|
Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $23k | 287.00 | 78.64 |
|
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $10k | 92.00 | 110.52 |
|
|
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $9.2k | 108.00 | 85.06 |
|
|
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $5.9k | 68.00 | 86.68 |
|
Past Filings by Insight Inv
SEC 13F filings are viewable for Insight Inv going back to 2021
- Insight Inv 2024 Q1 filed April 29, 2024
- Insight Inv 2023 Q4 filed Jan. 22, 2024
- Insight Inv 2023 Q3 filed Oct. 30, 2023
- Insight Inv 2023 Q2 filed Aug. 9, 2023
- Insight Inv 2023 Q1 filed May 12, 2023
- Insight Inv 2022 Q4 filed Feb. 14, 2023
- Insight Inv 2022 Q3 filed Nov. 9, 2022
- Insight Inv 2022 Q2 filed Aug. 12, 2022
- Insight Inv 2022 Q1 filed May 10, 2022
- Insight Inv 2021 Q4 filed May 9, 2022