Insight Inv

Insight Inv as of March 31, 2026

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