Insight Inv
Latest statistics and disclosures from Insight Inv's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, RDVY, MSFT, IBM, and represent 16.35% of Insight Inv's stock portfolio.
- Added to shares of these 10 stocks: GHC, TPL, EOG, PNC, RDVY, LMBS, PEP, BP, QUAL, BK.
- Started 4 new stock positions in SCHA, TPL, IYZ, BK.
- Reduced shares in these 10 stocks: , DIS, MDT, BMY, FUMB, VZ, URI, TXN, QCOM, WSM.
- Sold out of its positions in VLUE, TGT, TXN, URI.
- Insight Inv was a net buyer of stock by $2.4M.
- Insight Inv has $178M in assets under management (AUM), dropping by 4.73%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.9 | $8.7M | 32k | 271.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $6.0M | 19k | 313.00 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 2.9 | $5.2M | +9% | 75k | 69.47 |
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| Microsoft Corporation (MSFT) | 2.7 | $4.8M | 9.9k | 483.62 |
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| International Business Machines (IBM) | 2.5 | $4.5M | 15k | 296.21 |
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| American Express Company (AXP) | 2.5 | $4.4M | 12k | 369.95 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $4.4M | 14k | 322.22 |
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| Amazon (AMZN) | 2.3 | $4.0M | +3% | 18k | 230.82 |
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| Marvell Technology (MRVL) | 2.2 | $3.9M | +5% | 46k | 84.98 |
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| Applied Materials (AMAT) | 2.1 | $3.7M | 15k | 256.99 |
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| Corning Incorporated (GLW) | 2.1 | $3.7M | 42k | 87.56 |
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| Wal-Mart Stores (WMT) | 2.0 | $3.6M | 33k | 111.41 |
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| Graham Hldgs Com Cl B (GHC) | 2.0 | $3.6M | +18% | 3.2k | 1098.60 |
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| Williams-Sonoma (WSM) | 2.0 | $3.5M | -2% | 20k | 178.59 |
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| Morgan Stanley Com New (MS) | 1.9 | $3.4M | 19k | 177.53 |
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| Raytheon Technologies Corp (RTX) | 1.8 | $3.2M | 18k | 183.40 |
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| Oracle Corporation (ORCL) | 1.8 | $3.2M | 16k | 194.91 |
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| Citigroup Com New (C) | 1.8 | $3.2M | 27k | 116.69 |
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| TJX Companies (TJX) | 1.8 | $3.1M | 21k | 153.61 |
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| Cisco Systems (CSCO) | 1.8 | $3.1M | 41k | 77.03 |
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| General Dynamics Corporation (GD) | 1.7 | $3.0M | +3% | 9.0k | 336.66 |
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| Qualcomm (QCOM) | 1.6 | $2.9M | -3% | 17k | 171.05 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $2.9M | 24k | 120.34 |
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| Amgen (AMGN) | 1.6 | $2.9M | 8.7k | 327.31 |
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| Allstate Corporation (ALL) | 1.6 | $2.8M | +2% | 13k | 208.15 |
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| Pepsi (PEP) | 1.6 | $2.8M | +15% | 19k | 143.52 |
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| PNC Financial Services (PNC) | 1.5 | $2.6M | +21% | 13k | 208.73 |
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| First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 1.5 | $2.6M | -13% | 131k | 20.06 |
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| Chevron Corporation (CVX) | 1.5 | $2.6M | +2% | 17k | 152.41 |
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| Johnson & Johnson (JNJ) | 1.4 | $2.5M | 12k | 206.95 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.4 | $2.5M | 5.2k | 473.34 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 1.4 | $2.5M | +9% | 9.5k | 258.65 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.4 | $2.4M | 31k | 79.73 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.4M | 4.8k | 502.65 |
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| W.R. Berkley Corporation (WRB) | 1.4 | $2.4M | 35k | 70.12 |
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| Johnson Ctls Intl SHS (JCI) | 1.4 | $2.4M | 20k | 119.75 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.3 | $2.4M | +23% | 47k | 49.99 |
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| Emerson Electric (EMR) | 1.3 | $2.3M | 18k | 132.72 |
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| EOG Resources (EOG) | 1.3 | $2.3M | +25% | 22k | 105.01 |
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| Merck & Co (MRK) | 1.2 | $2.2M | +8% | 21k | 105.26 |
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| Lincoln National Corporation (LNC) | 1.2 | $2.1M | 48k | 44.53 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.2 | $2.1M | 9.8k | 210.34 |
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| Procter & Gamble Company (PG) | 1.1 | $2.0M | 14k | 143.31 |
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| Paccar (PCAR) | 1.1 | $1.9M | 17k | 109.51 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.8M | 2.9k | 627.13 |
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| BP Sponsored Adr (BP) | 1.0 | $1.8M | +23% | 52k | 34.73 |
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| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 1.0 | $1.8M | 88k | 20.05 |
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| Walt Disney Company (DIS) | 0.9 | $1.7M | -25% | 15k | 113.77 |
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| Lowe's Companies (LOW) | 0.9 | $1.5M | +2% | 6.4k | 241.16 |
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| At&t (T) | 0.8 | $1.5M | 60k | 24.84 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $1.4M | +32% | 6.9k | 198.62 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $1.3M | +17% | 13k | 94.16 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.6 | $1.1M | -7% | 13k | 83.00 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $1.0M | +31% | 12k | 83.75 |
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| Labcorp Holdings Com Shs (LH) | 0.6 | $982k | 3.9k | 250.88 |
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| Broadcom (AVGO) | 0.5 | $960k | +33% | 2.8k | 346.10 |
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| CVS Caremark Corporation (CVS) | 0.5 | $912k | 12k | 79.36 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $884k | +29% | 32k | 27.43 |
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| Bristol Myers Squibb (BMY) | 0.5 | $854k | -35% | 16k | 53.94 |
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| Verizon Communications (VZ) | 0.5 | $850k | -30% | 21k | 40.73 |
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| Anthem (ELV) | 0.5 | $845k | 2.4k | 350.55 |
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| Intel Corporation (INTC) | 0.5 | $831k | -6% | 23k | 36.90 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $775k | +3% | 2.5k | 313.80 |
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| Southern Company (SO) | 0.4 | $771k | 8.8k | 87.20 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $770k | 4.0k | 190.99 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.3 | $609k | 26k | 23.65 |
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| Medtronic SHS (MDT) | 0.3 | $600k | -45% | 6.2k | 96.06 |
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| Home Depot (HD) | 0.3 | $593k | +6% | 1.7k | 344.10 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $581k | +4% | 8.8k | 66.00 |
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| Texas Pacific Land Corp (TPL) | 0.3 | $543k | NEW | 1.9k | 287.22 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $528k | +2% | 14k | 38.32 |
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| Visa Com Cl A (V) | 0.3 | $520k | 1.5k | 350.71 |
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| Costco Wholesale Corporation (COST) | 0.3 | $467k | 542.00 | 862.34 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $428k | +2% | 4.8k | 89.46 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $413k | -11% | 3.1k | 131.59 |
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| McDonald's Corporation (MCD) | 0.2 | $375k | -9% | 1.2k | 305.63 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $348k | 601.00 | 579.45 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $340k | 2.8k | 120.18 |
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| Royal Gold (RGLD) | 0.2 | $338k | 1.5k | 222.29 |
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| Abbvie (ABBV) | 0.2 | $301k | -13% | 1.3k | 228.49 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $292k | 3.0k | 96.88 |
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| Etf Ser Solutions Defiance Connect (SIXG) | 0.2 | $292k | +24% | 4.6k | 63.84 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $290k | NEW | 2.5k | 116.09 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $287k | +18% | 1.4k | 211.79 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.2 | $279k | +9% | 21k | 13.40 |
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| Fair Isaac Corporation (FICO) | 0.2 | $277k | 164.00 | 1690.62 |
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| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $267k | 5.3k | 50.32 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $263k | 1.9k | 141.05 |
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| NVIDIA Corporation (NVDA) | 0.1 | $261k | 1.4k | 186.50 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $244k | 5.2k | 46.92 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $235k | 1.7k | 141.14 |
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| Palo Alto Networks (PANW) | 0.1 | $210k | 1.1k | 184.20 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $194k | 1.8k | 106.70 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $179k | -12% | 1.6k | 113.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $162k | +20% | 237.00 | 684.94 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $137k | -6% | 1.1k | 123.26 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $109k | 223.00 | 487.86 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $102k | -5% | 722.00 | 141.16 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $80k | 376.00 | 212.07 |
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| Valkyrie Etf Trust Ii Coinshares Bitcn (BTF) | 0.0 | $59k | 11k | 5.22 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $55k | 191.00 | 290.22 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $42k | -40% | 700.00 | 59.93 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $41k | 298.00 | 136.94 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $36k | 200.00 | 181.21 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $28k | 201.00 | 139.16 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $27k | 108.00 | 246.16 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $27k | 287.00 | 92.30 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $27k | 82.00 | 323.01 |
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| First Tr Exchange Traded Nasdq Oil Gas (FTXN) | 0.0 | $5.6k | 201.00 | 27.95 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $4.0k | 73.00 | 54.71 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.0k | NEW | 36.00 | 28.47 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $576.000800 | NEW | 17.00 | 33.88 |
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Past Filings by Insight Inv
SEC 13F filings are viewable for Insight Inv going back to 2021
- Insight Inv 2025 Q4 filed Feb. 6, 2026
- 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