Insight Inv
Latest statistics and disclosures from Insight Inv's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, WSM, MRVL, and represent 16.95% of Insight Inv's stock portfolio.
- Added to shares of these 10 stocks: RDVY, IWF, IWD, SDVY, IJH, IEFA, AAPL, VCSH, V, BMY.
- Started 37 new stock positions in BKLN, IWO, IWP, PFE, IJH, ADBE, FICO, IVV, EFA, IJJ.
- Reduced shares in these 10 stocks: , TYL, ABBV, LMBS, GD, AMAT, PEP, ELV, ORCL, CVS.
- Sold out of its positions in ISRG, TYL.
- Insight Inv was a net buyer of stock by $22M.
- Insight Inv has $144M in assets under management (AUM), dropping by 20.50%.
- Central Index Key (CIK): 0001909322
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Portfolio Holdings for Insight Inv
Insight Inv holds 124 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $7.8M | +7% | 31k | 250.42 |
|
| Microsoft Corporation (MSFT) | 3.1 | $4.4M | +10% | 11k | 421.50 |
|
| Amazon (AMZN) | 2.8 | $4.1M | +10% | 19k | 219.39 |
|
| Williams-Sonoma (WSM) | 2.8 | $4.0M | 22k | 185.18 |
|
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| Marvell Technology (MRVL) | 2.8 | $4.0M | 36k | 110.45 |
|
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| American Express Company (AXP) | 2.5 | $3.6M | 12k | 296.79 |
|
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 2.5 | $3.5M | NEW | 60k | 59.14 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $3.3M | +5% | 18k | 189.30 |
|
| International Business Machines (IBM) | 2.3 | $3.3M | +7% | 15k | 219.83 |
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $3.3M | +4% | 14k | 239.71 |
|
| Wal-Mart Stores (WMT) | 2.2 | $3.1M | 34k | 90.54 |
|
|
| Oracle Corporation (ORCL) | 2.0 | $2.9M | 17k | 166.64 |
|
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| Chevron Corporation (CVX) | 1.8 | $2.6M | +10% | 18k | 144.84 |
|
| Qualcomm (QCOM) | 1.8 | $2.6M | +4% | 17k | 153.62 |
|
| Exxon Mobil Corporation (XOM) | 1.8 | $2.6M | +18% | 24k | 107.57 |
|
| TJX Companies (TJX) | 1.8 | $2.6M | +3% | 21k | 120.81 |
|
| Allstate Corporation (ALL) | 1.8 | $2.6M | +2% | 13k | 193.65 |
|
| Graham Hldgs Com Cl B (GHC) | 1.7 | $2.4M | +3% | 2.7k | 871.92 |
|
| Cisco Systems (CSCO) | 1.6 | $2.4M | +3% | 40k | 59.20 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.6 | $2.4M | +27% | 30k | 78.01 |
|
| Morgan Stanley Com New (MS) | 1.6 | $2.3M | +7% | 18k | 125.72 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.6 | $2.3M | +1713% | 5.6k | 401.61 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.3M | 5.0k | 453.28 |
|
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| Raytheon Technologies Corp (RTX) | 1.5 | $2.1M | +4% | 18k | 115.72 |
|
| Walt Disney Company (DIS) | 1.5 | $2.1M | +8% | 19k | 111.35 |
|
| Emerson Electric (EMR) | 1.4 | $2.0M | +5% | 17k | 123.93 |
|
| Corning Incorporated (GLW) | 1.4 | $2.0M | 42k | 47.52 |
|
|
| General Dynamics Corporation (GD) | 1.4 | $2.0M | -3% | 7.6k | 263.49 |
|
| PNC Financial Services (PNC) | 1.4 | $2.0M | +5% | 10k | 192.85 |
|
| Procter & Gamble Company (PG) | 1.4 | $2.0M | +21% | 12k | 167.65 |
|
| Pepsi (PEP) | 1.4 | $2.0M | -3% | 13k | 153.32 |
|
| Merck & Co (MRK) | 1.4 | $2.0M | +11% | 20k | 99.48 |
|
| Amgen (AMGN) | 1.4 | $2.0M | +5% | 7.5k | 260.64 |
|
| Citigroup Com New (C) | 1.3 | $1.9M | +8% | 27k | 70.39 |
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 1.3 | $1.9M | +34% | 94k | 19.84 |
|
| W.R. Berkley Corporation (WRB) | 1.3 | $1.9M | +3% | 32k | 58.52 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $1.8M | NEW | 9.8k | 185.13 |
|
| Applied Materials (AMAT) | 1.2 | $1.8M | -4% | 11k | 162.63 |
|
| Bristol Myers Squibb (BMY) | 1.2 | $1.7M | +39% | 31k | 56.56 |
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| Paccar (PCAR) | 1.2 | $1.7M | +3% | 16k | 104.02 |
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| Johnson & Johnson (JNJ) | 1.2 | $1.7M | +6% | 11k | 144.62 |
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| Target Corporation (TGT) | 1.1 | $1.6M | +2% | 12k | 135.18 |
|
| Johnson Ctls Intl SHS (JCI) | 1.0 | $1.5M | +3% | 19k | 78.93 |
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 1.0 | $1.5M | 6.6k | 225.68 |
|
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| At&t (T) | 0.9 | $1.4M | +16% | 60k | 22.77 |
|
| Lowe's Companies (LOW) | 0.9 | $1.3M | 5.3k | 246.80 |
|
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| Lincoln National Corporation (LNC) | 0.9 | $1.3M | +3% | 41k | 31.71 |
|
| BP Sponsored Adr (BP) | 0.9 | $1.2M | 42k | 29.56 |
|
|
| EOG Resources (EOG) | 0.8 | $1.2M | +4% | 9.8k | 122.58 |
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| Medtronic SHS (MDT) | 0.8 | $1.2M | +4% | 15k | 79.88 |
|
| Verizon Communications (VZ) | 0.8 | $1.1M | +26% | 27k | 39.99 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.7 | $1.0M | +12% | 13k | 76.90 |
|
| Anthem (ELV) | 0.7 | $943k | -5% | 2.6k | 368.90 |
|
| Labcorp Holdings Com Shs (LH) | 0.6 | $885k | +12% | 3.9k | 229.32 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.5 | $770k | NEW | 22k | 35.85 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $749k | +127% | 4.4k | 169.30 |
|
| Southern Company (SO) | 0.5 | $743k | +8% | 9.0k | 82.32 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $654k | +21% | 714.00 | 916.27 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $643k | +210% | 1.2k | 538.81 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.4 | $639k | 13k | 49.95 |
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| Home Depot (HD) | 0.4 | $615k | +26% | 1.6k | 388.99 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $603k | NEW | 9.7k | 62.31 |
|
| CVS Caremark Corporation (CVS) | 0.4 | $591k | -7% | 13k | 44.89 |
|
| First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 0.4 | $568k | +50% | 28k | 20.09 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $558k | NEW | 7.9k | 70.28 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $531k | +27% | 6.6k | 80.27 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $525k | +46% | 2.8k | 190.44 |
|
| Visa Com Cl A (V) | 0.4 | $504k | NEW | 1.6k | 316.04 |
|
| Broadcom (AVGO) | 0.3 | $492k | +8% | 2.1k | 231.84 |
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| New York Life Investments Et Nyli Hedge Multi (QAI) | 0.3 | $483k | NEW | 15k | 32.11 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $481k | NEW | 3.8k | 124.96 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $427k | -25% | 8.8k | 48.67 |
|
| Intel Corporation (INTC) | 0.3 | $409k | +12% | 20k | 20.05 |
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| McDonald's Corporation (MCD) | 0.3 | $403k | 1.4k | 289.89 |
|
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $366k | +669% | 3.4k | 108.61 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $347k | NEW | 17k | 21.07 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $332k | NEW | 638.00 | 520.23 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $331k | +3026% | 2.9k | 115.22 |
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| NVIDIA Corporation (NVDA) | 0.2 | $315k | NEW | 2.3k | 134.29 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $306k | +336% | 3.4k | 90.93 |
|
| Abbvie (ABBV) | 0.2 | $302k | -45% | 1.7k | 177.70 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $275k | NEW | 138.00 | 1990.93 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $255k | +295% | 2.0k | 129.34 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.2 | $249k | 26k | 9.65 |
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| Pfizer (PFE) | 0.2 | $248k | NEW | 9.3k | 26.53 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $235k | NEW | 529.00 | 444.68 |
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| Royal Gold (RGLD) | 0.2 | $232k | 1.8k | 131.85 |
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| Etf Ser Solutions Defiance Connect (SIXG) | 0.2 | $231k | NEW | 4.8k | 47.65 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $227k | +24% | 1.1k | 198.18 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $226k | NEW | 465.00 | 485.94 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $218k | NEW | 1.7k | 131.29 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $216k | +2% | 1.2k | 187.51 |
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| Paramount Global Class B Com (PARA) | 0.1 | $215k | +9% | 20k | 10.50 |
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| Aon Shs Cl A (AON) | 0.1 | $214k | NEW | 597.00 | 359.16 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $210k | NEW | 5.2k | 40.34 |
|
| Palo Alto Networks (PANW) | 0.1 | $205k | NEW | 1.1k | 181.96 |
|
| Valkyrie Etf Trust Ii Coinshares Valky (BTF) | 0.1 | $166k | 11k | 14.65 |
|
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| UnitedHealth (UNH) | 0.1 | $153k | +100% | 303.00 | 505.86 |
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| United Rentals (URI) | 0.1 | $146k | NEW | 207.00 | 704.44 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $130k | +126% | 963.00 | 135.37 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $130k | 1.3k | 101.53 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $92k | 223.00 | 410.44 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $87k | NEW | 527.00 | 164.17 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $79k | NEW | 245.00 | 322.16 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $72k | NEW | 123.00 | 588.68 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $72k | 376.00 | 190.88 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $70k | 1.2k | 59.77 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $54k | NEW | 189.00 | 287.82 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $52k | NEW | 488.00 | 105.61 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $50k | 191.00 | 264.13 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $38k | NEW | 298.00 | 126.75 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $31k | NEW | 138.00 | 220.96 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $25k | NEW | 14k | 1.85 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $24k | NEW | 46.00 | 526.57 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $23k | 287.00 | 81.25 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $17k | NEW | 230.00 | 75.61 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $16k | NEW | 74.00 | 210.26 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $9.6k | 108.00 | 89.33 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $9.3k | NEW | 87.00 | 106.55 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $7.0k | 68.00 | 103.29 |
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| First Tr Exchange-traded Nasdq Oil Gas (FTXN) | 0.0 | $5.8k | NEW | 201.00 | 28.78 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $3.8k | NEW | 90.00 | 41.82 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.2k | NEW | 14.00 | 88.43 |
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| V.F. Corporation (VFC) | 0.0 | $730.000400 | NEW | 34.00 | 21.47 |
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Past Filings by Insight Inv
SEC 13F filings are viewable for Insight Inv going back to 2021
- Insight Inv 2024 Q4 filed Jan. 21, 2025
- Insight Inv 2024 Q3 filed Nov. 15, 2024
- Insight Inv 2024 Q2 filed Aug. 7, 2024
- 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