Insight Inv
Latest statistics and disclosures from Insight Inv's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MRVL, AMAT, GLW, AAPL, RDVY, and represent 23.20% of Insight Inv's stock portfolio.
- Added to shares of these 10 stocks: IWF, LMBS, PANW, URI, PG, WRB, CMI, ASML, BRK.B, SPYG.
- Started 7 new stock positions in SCHH, SDY, CMI, URI, PANW, SPYG, ASML.
- Reduced shares in these 10 stocks: , LH, MRVL, GLW, MDT, AMAT, GOOGL, INTC, ELV, USMV.
- Sold out of its positions in XOM, MDT.
- Insight Inv was a net seller of stock by $-3.5M.
- Insight Inv has $212M in assets under management (AUM), dropping by 16.08%.
- Central Index Key (CIK): 0001909322
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Portfolio Holdings for Insight Inv
Insight Inv holds 109 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Marvell Technology (MRVL) | 6.2 | $13M | -3% | 44k | 297.89 |
|
| Applied Materials (AMAT) | 4.7 | $10M | -2% | 14k | 723.00 |
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| Corning Incorporated (GLW) | 4.6 | $9.8M | -3% | 39k | 255.43 |
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| Apple (AAPL) | 4.3 | $9.1M | 31k | 289.36 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 3.3 | $7.1M | +2% | 88k | 81.06 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $6.6M | -3% | 18k | 357.36 |
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| Cisco Systems (CSCO) | 2.2 | $4.7M | -2% | 40k | 117.46 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $4.5M | 14k | 327.33 |
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| Williams-Sonoma (WSM) | 2.1 | $4.4M | -3% | 19k | 233.10 |
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| International Business Machines (IBM) | 2.0 | $4.3M | 15k | 281.21 |
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| Amazon (AMZN) | 2.0 | $4.2M | 18k | 238.34 |
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| Microsoft Corporation (MSFT) | 2.0 | $4.2M | 11k | 373.02 |
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| Morgan Stanley Com New (MS) | 1.9 | $4.0M | 19k | 209.04 |
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| American Express Company (AXP) | 1.9 | $4.0M | 12k | 338.25 |
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| Graham Hldgs Com Cl B (GHC) | 1.8 | $3.9M | 3.4k | 1141.42 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 1.8 | $3.8M | 9.5k | 401.84 |
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| Citigroup Com New (C) | 1.8 | $3.8M | 27k | 139.96 |
|
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| Wal-Mart Stores (WMT) | 1.7 | $3.7M | 32k | 113.26 |
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| Raytheon Technologies Corp (RTX) | 1.6 | $3.4M | 18k | 189.73 |
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| Allstate Corporation (ALL) | 1.5 | $3.2M | 14k | 237.94 |
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| General Dynamics Corporation (GD) | 1.5 | $3.2M | 9.1k | 354.24 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.5 | $3.2M | +2% | 40k | 79.03 |
|
| PNC Financial Services (PNC) | 1.5 | $3.2M | 13k | 246.22 |
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| Amgen (AMGN) | 1.5 | $3.2M | 8.7k | 362.12 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.5 | $3.1M | +20% | 63k | 49.78 |
|
| EOG Resources (EOG) | 1.5 | $3.1M | +2% | 24k | 129.73 |
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| Qualcomm (QCOM) | 1.5 | $3.1M | 17k | 184.79 |
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| TJX Companies (TJX) | 1.5 | $3.1M | 21k | 151.50 |
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| Johnson & Johnson (JNJ) | 1.4 | $3.1M | 12k | 253.97 |
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| W.R. Berkley Corporation (WRB) | 1.4 | $2.9M | +9% | 41k | 70.53 |
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| Johnson Controls Internation SHS (JCI) | 1.4 | $2.9M | -3% | 20k | 146.11 |
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| Chevron Corporation (CVX) | 1.4 | $2.9M | 17k | 165.76 |
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| Intel Corporation (INTC) | 1.3 | $2.9M | -6% | 21k | 139.63 |
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| Pepsi (PEP) | 1.3 | $2.8M | +2% | 20k | 135.40 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.7M | +8% | 5.5k | 500.39 |
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| Merck & Co (MRK) | 1.2 | $2.6M | -2% | 20k | 128.50 |
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| Emerson Electric (EMR) | 1.2 | $2.6M | 18k | 143.15 |
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| Oracle Corporation (ORCL) | 1.2 | $2.5M | 17k | 146.55 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $2.5M | +8% | 11k | 219.43 |
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| Procter & Gamble Company (PG) | 1.1 | $2.4M | +11% | 17k | 146.64 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $2.2M | +282% | 18k | 124.17 |
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| First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 1.0 | $2.2M | 109k | 20.05 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.0 | $2.2M | 9.0k | 242.43 |
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| Paccar (PCAR) | 1.0 | $2.0M | 17k | 120.12 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.0M | -2% | 2.9k | 686.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $1.9M | +7% | 61k | 31.71 |
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| BP Sponsored Adr (BP) | 0.9 | $1.9M | 52k | 36.95 |
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| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.9 | $1.8M | +5% | 92k | 19.99 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.8 | $1.7M | 21k | 82.65 |
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| Lincoln National Corporation (LNC) | 0.8 | $1.7M | 48k | 35.35 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.7 | $1.5M | -10% | 16k | 96.46 |
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| Lowe's Companies (LOW) | 0.7 | $1.4M | 6.5k | 220.49 |
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| Walt Disney Company (DIS) | 0.6 | $1.3M | -2% | 14k | 96.25 |
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| At&t (T) | 0.6 | $1.2M | -3% | 58k | 20.70 |
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| Broadcom (AVGO) | 0.5 | $1.0M | -2% | 2.7k | 377.75 |
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| Verizon Communications (VZ) | 0.4 | $853k | -3% | 20k | 42.34 |
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| Bristol Myers Squibb (BMY) | 0.4 | $848k | -3% | 15k | 57.62 |
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| CVS Caremark Corporation (CVS) | 0.4 | $840k | -9% | 8.1k | 103.45 |
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| Southern Company (SO) | 0.4 | $833k | -2% | 8.7k | 95.71 |
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| Texas Pacific Land Corp (TPL) | 0.3 | $740k | 1.7k | 437.64 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $721k | -10% | 3.3k | 217.93 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $649k | 8.4k | 77.11 |
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| Anthem (ELV) | 0.3 | $626k | -23% | 1.6k | 386.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $617k | -7% | 1.7k | 353.33 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.3 | $589k | 14k | 43.14 |
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| Visa Com Cl A (V) | 0.2 | $513k | 1.5k | 343.09 |
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| Costco Wholesale Corporation (COST) | 0.2 | $499k | 533.00 | 935.47 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.2 | $486k | 26k | 18.87 |
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| Home Depot (HD) | 0.2 | $448k | 1.3k | 352.78 |
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| Etf Ser Solutions Defiance Space A (UFOX) | 0.2 | $396k | 4.2k | 95.04 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $395k | -63% | 1.4k | 280.00 |
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| Palo Alto Networks (PANW) | 0.2 | $385k | NEW | 1.1k | 341.02 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $346k | -13% | 2.3k | 147.73 |
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| Abbvie (ABBV) | 0.2 | $334k | 1.3k | 251.64 |
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| Bank of New York Mellon Corporation (BNY) | 0.2 | $319k | -2% | 2.2k | 144.61 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $301k | 600.00 | 501.36 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $295k | 2.5k | 117.50 |
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| NVIDIA Corporation (NVDA) | 0.1 | $289k | 1.4k | 200.09 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $288k | 1.8k | 164.60 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $281k | 5.2k | 54.03 |
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| Royal Gold (RGLD) | 0.1 | $280k | -7% | 1.4k | 199.61 |
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| McDonald's Corporation (MCD) | 0.1 | $265k | 982.00 | 270.31 |
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| United Rentals (URI) | 0.1 | $258k | NEW | 228.00 | 1132.89 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $255k | -5% | 1.7k | 148.31 |
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| Cummins (CMI) | 0.1 | $250k | NEW | 350.00 | 713.21 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $235k | NEW | 118.00 | 1989.44 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $204k | NEW | 1.7k | 118.99 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.1 | $194k | -3% | 20k | 9.86 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $182k | -27% | 1.9k | 96.58 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $175k | 234.00 | 748.89 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $169k | -19% | 1.2k | 136.68 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $153k | 1.1k | 137.53 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $142k | -40% | 585.00 | 242.99 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $127k | 812.00 | 156.30 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $124k | 692.00 | 178.60 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $115k | +500% | 1.3k | 86.14 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $85k | 376.00 | 227.06 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $63k | +300% | 776.00 | 80.57 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $44k | 200.00 | 221.20 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $42k | 700.00 | 59.73 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $32k | 82.00 | 393.96 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $31k | 287.00 | 106.31 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $19k | NEW | 126.00 | 152.18 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $11k | 76.00 | 146.41 |
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| First Tr Exchange Traded Nasdq Oil Gas (FTXN) | 0.0 | $6.7k | 201.00 | 33.47 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $5.7k | 19.00 | 300.47 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.3k | 36.00 | 36.14 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $1.2k | +7% | 29.00 | 42.31 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $663.000800 | NEW | 28.00 | 23.68 |
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Past Filings by Insight Inv
SEC 13F filings are viewable for Insight Inv going back to 2021
- Insight Inv 2026 Q2 filed July 24, 2026
- 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