Insight Inv

Insight Inv as of June 30, 2026

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