Insight Inv
Latest statistics and disclosures from Insight Inv's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GOOGL, RDVY, ORCL, and represent 15.89% of Insight Inv's stock portfolio.
- Added to shares of these 10 stocks: USMV, QUAL, VOO, AMAT, EOG, SCHD, LMBS, MRVL, MSGS, FUMB.
- Started 5 new stock positions in USMV, QUAL, URI, SCHD, PSKY.
- Reduced shares in these 10 stocks: RDVY, BKLN, IEFA, TGT, SDVY, BMY, PARA, MDT, , PFE.
- Sold out of its positions in ADBE, BKLN, TIP, EFA, IWB, PFE, VTWO, VONG, PARA.
- Insight Inv was a net buyer of stock by $8.0M.
- Insight Inv has $170M in assets under management (AUM), dropping by 14.23%.
- Central Index Key (CIK): 0001909322
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Portfolio Holdings for Insight Inv
Insight Inv holds 112 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.7 | $8.0M | +3% | 31k | 254.63 |
|
| Microsoft Corporation (MSFT) | 3.1 | $5.2M | -2% | 10k | 517.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $4.6M | +7% | 19k | 243.10 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 2.7 | $4.6M | -9% | 69k | 67.26 |
|
| Oracle Corporation (ORCL) | 2.7 | $4.6M | 16k | 281.24 |
|
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| International Business Machines (IBM) | 2.5 | $4.3M | +2% | 15k | 282.16 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $4.3M | 14k | 315.43 |
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| Williams-Sonoma (WSM) | 2.3 | $4.0M | -2% | 20k | 195.45 |
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| American Express Company (AXP) | 2.3 | $4.0M | 12k | 332.16 |
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| Amazon (AMZN) | 2.2 | $3.7M | -5% | 17k | 219.57 |
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| Marvell Technology (MRVL) | 2.1 | $3.6M | +18% | 43k | 84.07 |
|
| Corning Incorporated (GLW) | 2.0 | $3.4M | 42k | 82.03 |
|
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| Wal-Mart Stores (WMT) | 2.0 | $3.4M | 33k | 103.06 |
|
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| Graham Hldgs Com Cl B (GHC) | 1.9 | $3.2M | +4% | 2.7k | 1177.31 |
|
| First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 1.8 | $3.0M | +15% | 151k | 20.10 |
|
| Raytheon Technologies Corp (RTX) | 1.8 | $3.0M | 18k | 167.33 |
|
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| TJX Companies (TJX) | 1.8 | $3.0M | +4% | 21k | 144.54 |
|
| Applied Materials (AMAT) | 1.7 | $3.0M | +35% | 15k | 204.74 |
|
| General Dynamics Corporation (GD) | 1.7 | $3.0M | +14% | 8.7k | 341.00 |
|
| Morgan Stanley Com New (MS) | 1.7 | $3.0M | +5% | 19k | 158.96 |
|
| Qualcomm (QCOM) | 1.7 | $2.9M | +2% | 18k | 166.36 |
|
| Allstate Corporation (ALL) | 1.6 | $2.8M | 13k | 214.65 |
|
|
| Cisco Systems (CSCO) | 1.6 | $2.8M | +2% | 41k | 68.42 |
|
| Citigroup Com New (C) | 1.6 | $2.8M | 27k | 101.50 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $2.7M | 24k | 112.75 |
|
|
| W.R. Berkley Corporation (WRB) | 1.6 | $2.7M | +8% | 35k | 76.62 |
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| Chevron Corporation (CVX) | 1.5 | $2.6M | 17k | 155.29 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.5 | $2.5M | -6% | 5.3k | 468.45 |
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| Amgen (AMGN) | 1.4 | $2.4M | +14% | 8.6k | 282.20 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.4 | $2.4M | -4% | 30k | 79.93 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.4M | +2% | 4.8k | 502.74 |
|
| Pepsi (PEP) | 1.4 | $2.3M | +19% | 17k | 140.44 |
|
| Johnson & Johnson (JNJ) | 1.3 | $2.3M | +12% | 12k | 185.42 |
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| Emerson Electric (EMR) | 1.3 | $2.3M | +9% | 17k | 131.18 |
|
| Walt Disney Company (DIS) | 1.3 | $2.2M | +7% | 20k | 114.50 |
|
| Johnson Ctls Intl SHS (JCI) | 1.3 | $2.2M | +4% | 20k | 109.95 |
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| Procter & Gamble Company (PG) | 1.3 | $2.1M | +14% | 14k | 153.65 |
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| PNC Financial Services (PNC) | 1.2 | $2.1M | +6% | 10k | 200.93 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.2 | $2.0M | -3% | 9.8k | 203.59 |
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 1.2 | $2.0M | +32% | 8.7k | 227.00 |
|
| EOG Resources (EOG) | 1.1 | $1.9M | +65% | 17k | 112.12 |
|
| Lincoln National Corporation (LNC) | 1.1 | $1.9M | +16% | 48k | 40.33 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.1 | $1.9M | +48% | 38k | 49.79 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.7M | +100% | 2.9k | 612.38 |
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 1.0 | $1.7M | +8% | 87k | 20.08 |
|
| Paccar (PCAR) | 1.0 | $1.7M | +10% | 18k | 98.32 |
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| At&t (T) | 1.0 | $1.7M | 60k | 28.24 |
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| Merck & Co (MRK) | 0.9 | $1.6M | -2% | 19k | 83.93 |
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| Lowe's Companies (LOW) | 0.9 | $1.6M | +17% | 6.2k | 251.31 |
|
| BP Sponsored Adr (BP) | 0.8 | $1.4M | +6% | 42k | 34.46 |
|
| Verizon Communications (VZ) | 0.8 | $1.3M | +6% | 30k | 43.95 |
|
| Labcorp Holdings Com Shs (LH) | 0.7 | $1.1M | 4.0k | 287.06 |
|
|
| Bristol Myers Squibb (BMY) | 0.7 | $1.1M | -20% | 25k | 45.10 |
|
| Medtronic SHS (MDT) | 0.6 | $1.1M | -19% | 11k | 95.24 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $1.1M | NEW | 11k | 95.14 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $1.0M | NEW | 5.2k | 194.50 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.6 | $938k | +5% | 14k | 67.07 |
|
| CVS Caremark Corporation (CVS) | 0.5 | $879k | -7% | 12k | 75.39 |
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| Southern Company (SO) | 0.5 | $838k | 8.8k | 94.77 |
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| Intel Corporation (INTC) | 0.5 | $803k | +14% | 24k | 33.55 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $791k | +44% | 9.4k | 84.11 |
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| Anthem (ELV) | 0.5 | $783k | -5% | 2.4k | 323.12 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $752k | -8% | 4.0k | 186.49 |
|
| Target Corporation (TGT) | 0.4 | $717k | -30% | 8.0k | 89.70 |
|
| Broadcom (AVGO) | 0.4 | $686k | -4% | 2.1k | 329.91 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $682k | NEW | 25k | 27.30 |
|
| Home Depot (HD) | 0.4 | $654k | 1.6k | 405.19 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $581k | -6% | 2.4k | 243.55 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $548k | -17% | 8.4k | 65.26 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $513k | -37% | 14k | 38.02 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $507k | -4% | 548.00 | 925.63 |
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| Visa Com Cl A (V) | 0.3 | $507k | -3% | 1.5k | 341.38 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $459k | -6% | 3.5k | 129.72 |
|
| McDonald's Corporation (MCD) | 0.2 | $413k | 1.4k | 303.89 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $408k | -45% | 4.7k | 87.31 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.2 | $404k | 26k | 15.70 |
|
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.2 | $360k | NEW | 19k | 18.92 |
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| Abbvie (ABBV) | 0.2 | $352k | -10% | 1.5k | 231.54 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $336k | 2.8k | 118.83 |
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| Royal Gold (RGLD) | 0.2 | $301k | -10% | 1.5k | 200.58 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $292k | -8% | 3.0k | 95.89 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $286k | -5% | 590.00 | 485.02 |
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| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.2 | $268k | -27% | 5.3k | 50.51 |
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| NVIDIA Corporation (NVDA) | 0.2 | $261k | -23% | 1.4k | 186.58 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $261k | -5% | 1.9k | 139.67 |
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| Fair Isaac Corporation (FICO) | 0.1 | $245k | 164.00 | 1496.53 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $239k | 1.1k | 208.71 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $236k | 1.7k | 142.10 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $235k | 5.2k | 45.21 |
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| Palo Alto Networks (PANW) | 0.1 | $230k | -7% | 1.1k | 203.62 |
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| Etf Ser Solutions Defiance Connect (SIXG) | 0.1 | $226k | -20% | 3.7k | 61.68 |
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| United Rentals (URI) | 0.1 | $218k | NEW | 228.00 | 954.66 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $212k | 1.2k | 183.73 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $198k | -46% | 1.8k | 110.59 |
|
| Valkyrie Etf Trust Ii Coinshares Bitcn (BTF) | 0.1 | $196k | 11k | 17.37 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $190k | 1.8k | 104.51 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $144k | -6% | 1.2k | 120.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $131k | 196.00 | 669.30 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $108k | -20% | 762.00 | 141.50 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $107k | 223.00 | 479.61 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $78k | 376.00 | 206.51 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $70k | 1.2k | 59.91 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $61k | 488.00 | 125.05 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $56k | 191.00 | 293.74 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $42k | 298.00 | 142.41 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $35k | -38% | 200.00 | 176.81 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $28k | 201.00 | 140.05 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $26k | -42% | 82.00 | 320.04 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $26k | -21% | 108.00 | 241.96 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $26k | 287.00 | 89.37 |
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| First Tr Exchange Traded Nasdq Oil Gas (FTXN) | 0.0 | $5.7k | 201.00 | 28.49 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $3.9k | 73.00 | 53.40 |
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Past Filings by Insight Inv
SEC 13F filings are viewable for Insight Inv going back to 2021
- Insight Inv 2025 Q3 filed Oct. 28, 2025
- Insight Inv 2025 Q2 filed July 24, 2025
- Insight Inv 2025 Q1 filed April 25, 2025
- 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