Insight Inv

Insight Inv as of Dec. 31, 2025

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