Insight Inv
Latest statistics and disclosures from Insight Inv's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, RDVY, GOOGL, GLW, AMAT, and represent 16.29% of Insight Inv's stock portfolio.
- Added to shares of these 10 stocks: SCHD, RDVY, VCIT, VCSH, QUAL, MSFT, USMV, EOG, LMBS, WRB.
- Reduced shares in these 10 stocks: CTSH, FUMB, FICO, MEAR, GLW, IWF, PANW, IEFA, , MDT.
- Sold out of its positions in CTSH, FICO, EEM, MEAR, PANW, SPYG, SDY, BTF.
- Insight Inv was a net buyer of stock by $1.0M.
- Insight Inv has $183M in assets under management (AUM), dropping by 2.45%.
- Central Index Key (CIK): 0001909322
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Portfolio Holdings for Insight Inv
Insight Inv holds 104 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.4 | $8.1M | 32k | 253.79 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 3.2 | $5.9M | +14% | 86k | 68.28 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $5.5M | 19k | 287.56 |
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| Corning Incorporated (GLW) | 3.0 | $5.5M | -4% | 40k | 135.97 |
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| Applied Materials (AMAT) | 2.7 | $4.9M | 14k | 341.79 |
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| Marvell Technology (MRVL) | 2.5 | $4.5M | 46k | 99.05 |
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| Microsoft Corporation (MSFT) | 2.3 | $4.2M | +15% | 12k | 370.17 |
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| Wal-Mart Stores (WMT) | 2.2 | $4.1M | 33k | 124.28 |
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| Exxon Mobil Corporation (XOM) | 2.2 | $4.0M | 24k | 169.66 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $4.0M | 14k | 294.16 |
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| International Business Machines (IBM) | 2.0 | $3.7M | 15k | 242.39 |
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| Amazon (AMZN) | 2.0 | $3.7M | 18k | 208.27 |
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| Chevron Corporation (CVX) | 2.0 | $3.6M | 17k | 206.91 |
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| Graham Hldgs Com Cl B (GHC) | 2.0 | $3.6M | +4% | 3.4k | 1057.26 |
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| American Express Company (AXP) | 2.0 | $3.6M | 12k | 302.48 |
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| Williams-Sonoma (WSM) | 1.9 | $3.5M | -2% | 19k | 182.33 |
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| Raytheon Technologies Corp (RTX) | 1.9 | $3.4M | 18k | 192.90 |
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| EOG Resources (EOG) | 1.9 | $3.4M | +8% | 24k | 144.57 |
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| TJX Companies (TJX) | 1.8 | $3.3M | 21k | 159.70 |
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| Cisco Systems (CSCO) | 1.7 | $3.2M | 41k | 77.59 |
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| General Dynamics Corporation (GD) | 1.7 | $3.1M | 9.1k | 343.22 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.7 | $3.1M | +28% | 39k | 79.27 |
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| Morgan Stanley Com New (MS) | 1.7 | $3.1M | 19k | 164.57 |
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| Pepsi (PEP) | 1.7 | $3.1M | +3% | 20k | 155.29 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 1.7 | $3.1M | 9.6k | 321.40 |
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| Amgen (AMGN) | 1.7 | $3.1M | 8.8k | 351.85 |
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| Citigroup Com New (C) | 1.7 | $3.1M | 27k | 113.41 |
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| Johnson & Johnson (JNJ) | 1.6 | $3.0M | 12k | 244.44 |
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| Allstate Corporation (ALL) | 1.6 | $2.8M | 14k | 207.34 |
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| Johnson Controls Internation SHS (JCI) | 1.5 | $2.7M | 20k | 130.95 |
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| PNC Financial Services (PNC) | 1.5 | $2.7M | 13k | 208.09 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.4 | $2.6M | +10% | 52k | 49.81 |
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| Merck & Co (MRK) | 1.4 | $2.5M | 21k | 120.29 |
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| BP Sponsored Adr (BP) | 1.4 | $2.5M | +2% | 53k | 47.00 |
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| Oracle Corporation (ORCL) | 1.4 | $2.5M | +2% | 17k | 147.11 |
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| W.R. Berkley Corporation (WRB) | 1.3 | $2.5M | +7% | 37k | 66.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.4M | +3% | 5.0k | 479.20 |
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| Emerson Electric (EMR) | 1.3 | $2.4M | +4% | 18k | 131.02 |
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| Qualcomm (QCOM) | 1.2 | $2.2M | 17k | 128.78 |
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| First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 1.2 | $2.2M | -16% | 109k | 20.05 |
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| Procter & Gamble Company (PG) | 1.2 | $2.1M | +5% | 15k | 144.44 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $2.0M | +51% | 11k | 191.81 |
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| Paccar (PCAR) | 1.1 | $2.0M | 17k | 115.50 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $2.0M | -10% | 4.6k | 426.44 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.0 | $1.9M | -8% | 9.0k | 213.67 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.8M | +2% | 2.9k | 597.55 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $1.7M | +76% | 57k | 30.68 |
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| At&t (T) | 1.0 | $1.7M | 60k | 28.99 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.0 | $1.7M | +70% | 21k | 82.75 |
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| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.9 | $1.7M | 87k | 19.96 |
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| Lincoln National Corporation (LNC) | 0.9 | $1.7M | 49k | 35.50 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.9 | $1.6M | +30% | 18k | 92.74 |
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| Lowe's Companies (LOW) | 0.9 | $1.6M | +3% | 6.6k | 236.28 |
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| Walt Disney Company (DIS) | 0.8 | $1.4M | -2% | 14k | 96.38 |
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| Verizon Communications (VZ) | 0.6 | $1.0M | 21k | 50.20 |
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| Labcorp Holdings Com Shs (LH) | 0.6 | $1.0M | 3.9k | 266.81 |
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| Intel Corporation (INTC) | 0.5 | $970k | -2% | 22k | 44.13 |
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| Bristol Myers Squibb (BMY) | 0.5 | $927k | -3% | 15k | 60.65 |
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| Broadcom (AVGO) | 0.5 | $865k | 2.8k | 309.51 |
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| Southern Company (SO) | 0.5 | $861k | 8.9k | 96.52 |
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| Texas Pacific Land Corp (TPL) | 0.4 | $802k | -10% | 1.7k | 474.56 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $724k | -8% | 3.7k | 196.20 |
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| CVS Caremark Corporation (CVS) | 0.4 | $641k | -22% | 8.9k | 71.82 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.3 | $628k | 26k | 24.39 |
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| Anthem (ELV) | 0.3 | $623k | -11% | 2.1k | 292.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $576k | -3% | 8.5k | 67.53 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $540k | -23% | 1.9k | 286.86 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.3 | $538k | 14k | 39.43 |
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| Costco Wholesale Corporation (COST) | 0.3 | $531k | 533.00 | 996.43 |
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| Visa Com Cl A (V) | 0.2 | $452k | 1.5k | 302.24 |
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| Home Depot (HD) | 0.2 | $421k | -25% | 1.3k | 328.89 |
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| Royal Gold (RGLD) | 0.2 | $386k | 1.5k | 254.49 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $360k | -13% | 2.7k | 132.50 |
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| Medtronic SHS (MDT) | 0.2 | $352k | -34% | 4.1k | 86.65 |
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| McDonald's Corporation (MCD) | 0.2 | $309k | -19% | 993.00 | 310.79 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $295k | 600.00 | 491.53 |
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| Abbvie (ABBV) | 0.2 | $287k | 1.3k | 217.49 |
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| Etf Ser Solutions Defiance Connect (SIXG) | 0.2 | $284k | -8% | 4.2k | 68.18 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $268k | -9% | 2.3k | 118.63 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $255k | -6% | 1.8k | 145.74 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $253k | -16% | 2.5k | 100.62 |
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| NVIDIA Corporation (NVDA) | 0.1 | $250k | +2% | 1.4k | 174.40 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $247k | 5.2k | 47.53 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $234k | -45% | 2.6k | 90.53 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $226k | -35% | 1.8k | 124.31 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $214k | -27% | 986.00 | 217.25 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.1 | $184k | 20k | 9.02 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $182k | -2% | 1.5k | 118.45 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $153k | 234.00 | 653.21 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $126k | 1.1k | 113.11 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $123k | -51% | 812.00 | 151.41 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $100k | -4% | 692.00 | 144.71 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $97k | 223.00 | 436.79 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $79k | 376.00 | 211.15 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $56k | 194.00 | 287.20 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $42k | 700.00 | 59.78 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $38k | 200.00 | 189.59 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $27k | 287.00 | 93.74 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $26k | 82.00 | 313.80 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $9.7k | -74% | 76.00 | 128.12 |
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| First Tr Exchange Traded Nasdq Oil Gas (FTXN) | 0.0 | $7.8k | 201.00 | 38.65 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $4.7k | -82% | 19.00 | 248.00 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $1.1k | +58% | 27.00 | 39.33 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.0k | 36.00 | 29.08 |
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Past Filings by Insight Inv
SEC 13F filings are viewable for Insight Inv going back to 2021
- Insight Inv 2026 Q1 filed April 28, 2026
- 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