Insight Inv LLC

CIK 0001909322 • 6 13F filings • Apr 25, 2025 – Jul 24, 2026

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Filer information

Filed by: Insight Inv LLC, President
Address: 330 ILLINOIS STREET, EL SEGUNDO, CA, 90245
Phone: 310-426-6322
AUM: $178.4M

AUM over time

$212.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $170.3M112 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$352K	0.2%Prev: 0.2%	1,520 SH	Increased+192 SH
ALLSTATE CORP	COM	$2.8M	1.6%Prev: 1.5%	13,080 SH	Decreased-558 SH
ALPHABET INC	CAP STK CL A	$4.6M	2.7%Prev: 3.1%	19,027 SH	Decreased+618 SH
ALPHABET INC	CAP STK CL C	$581K	0.3%Prev: 0.3%	2,386 SH	Decreased+641 SH
AMAZON COM INC	COM	$3.7M	2.2%Prev: 2.0%	16,921 SH	Decreased-752 SH
AMERICAN EXPRESS CO	COM	$4.0M	2.3%Prev: 1.9%	11,974 SH	Decreased+210 SH
AMGEN INC	COM	$2.4M	1.4%Prev: 1.5%	8,563 SH	Decreased-161 SH
APPLE INC	COM	$8.0M	4.7%Prev: 4.3%	31,448 SH	Decreased+38 SH
APPLIED MATLS INC	COM	$3.0M	1.7%Prev: 4.7%	14,476 SH	Decreased+618 SH
AT&T INC	COM	$1.7M	1.0%Prev: 0.6%	59,768 SH	Increased+1,717 SH
BERKLEY W R CORP	COM	$2.7M	1.6%Prev: 1.4%	34,730 SH	Decreased-5,925 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	1.4%Prev: 1.3%	4,771 SH	Decreased-680 SH
BP PLC	SPONSORED ADR	$1.4M	0.8%Prev: 0.9%	41,746 SH	Decreased-10,375 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.1M	0.7%Prev: 0.4%	24,596 SH	Increased+9,885 SH
BROADCOM INC	COM	$686K	0.4%Prev: 0.5%	2,078 SH	Decreased-648 SH
CHEVRON CORP NEW	COM	$2.6M	1.5%	16,642 SH	New
CISCO SYS INC	COM	$2.8M	1.6%Prev: 2.2%	40,717 SH	Decreased+1,019 SH
CITIGROUP INC	COM NEW	$2.8M	1.6%Prev: 1.8%	27,103 SH	Decreased+178 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$938K	0.6%	13,986 SH	New
CORNING INC	COM	$3.4M	2.0%Prev: 4.6%	42,007 SH	Decreased+3,472 SH
COSTCO WHSL CORP NEW	COM	$507K	0.3%	548 SH	New
CVS HEALTH CORP	COM	$879K	0.5%Prev: 0.4%	11,662 SH	Increased+3,547 SH
DISNEY WALT CO	COM	$2.2M	1.3%Prev: 0.6%	19,561 SH	Increased+5,650 SH
ELEVANCE HEALTH INC FORMERLY	COM	$783K	0.5%Prev: 0.3%	2,424 SH	Increased+806 SH
EMERSON ELEC CO	COM	$2.3M	1.3%Prev: 1.2%	17,337 SH	Decreased-922 SH
EOG RES INC	COM	$1.9M	1.1%Prev: 1.5%	17,315 SH	Decreased-6,762 SH
ETF SER SOLUTIONS	DEFIANCE CONNECT	$226K	0.1%	3,665 SH	New
EXXON MOBIL CORP	COM	$2.7M	1.6%	23,869 SH	New
FAIR ISAAC CORP	COM	$245K	0.1%	164 SH	New
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$1.7M	1.0%Prev: 0.9%	86,735 SH	Decreased-4,750 SH
FIRST TR EXCH TRADED FD III	ULTRA SHT DUR MU	$3.0M	1.8%Prev: 1.0%	150,745 SH	Increased+42,250 SH
FIRST TR EXCHANGE TRADED FD	NASDQ OIL GAS	$6K	0.0%Prev: 0.0%	201 SH	Decreased
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$4.6M	2.7%Prev: 3.3%	68,652 SH	Decreased-18,957 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$70K	0.0%Prev: 0.0%	1,175 SH	Increased+475 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.9M	1.1%Prev: 1.5%	38,167 SH	Decreased-24,733 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$513K	0.3%	13,500 SH	New
GENERAL DYNAMICS CORP	COM	$3.0M	1.7%Prev: 1.5%	8,682 SH	Decreased-385 SH
GRAHAM HLDGS CO	COM CL B	$3.2M	1.9%Prev: 1.8%	2,738 SH	Decreased-700 SH
HOME DEPOT INC	COM	$654K	0.4%Prev: 0.2%	1,613 SH	Increased+342 SH
INTEL CORP	COM	$803K	0.5%Prev: 1.3%	23,947 SH	Decreased+3,486 SH
INTERNATIONAL BUSINESS MACHS	COM	$4.3M	2.5%Prev: 2.0%	15,247 SH	Increased+34 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$235K	0.1%Prev: 0.1%	5,205 SH	Decreased
ISHARES TR	CORE MSCI EAFE	$408K	0.2%Prev: 0.1%	4,671 SH	Increased+2,788 SH
ISHARES TR	CORE S&P MCP ETF	$548K	0.3%Prev: 0.3%	8,390 SH	Decreased-25 SH
ISHARES TR	CORE S&P SCP ETF	$336K	0.2%Prev: 0.1%	2,828 SH	Increased+1,112 SH
ISHARES TR	CORE S&P500 ETF	$131K	0.1%Prev: 0.1%	196 SH	Decreased-38 SH
ISHARES TR	MSCI EMG MKT ETF	$4K	0.0%	73 SH	New
ISHARES TR	MSCI USA MIN VOL	$1.1M	0.6%	11,380 SH	New
ISHARES TR	MSCI USA QLT FCT	$1.0M	0.6%Prev: 1.2%	5,226 SH	Decreased-6,138 SH
ISHARES TR	MSCI USA VALUE	$61K	0.0%	488 SH	New
ISHARES TR	RUS 1000 GRW ETF	$2.5M	1.5%Prev: 1.0%	5,275 SH	Increased-12,515 SH
ISHARES TR	RUS 1000 VAL ETF	$2.0M	1.2%Prev: 1.0%	9,771 SH	Decreased+800 SH
ISHARES TR	RUS 2000 GRW ETF	$26K	0.0%Prev: 0.0%	82 SH	Decreased
ISHARES TR	RUS 2000 VAL ETF	$35K	0.0%Prev: 0.0%	200 SH	Decreased
ISHARES TR	RUS MD CP GR ETF	$42K	0.0%Prev: 0.0%	298 SH	Increased+222 SH
ISHARES TR	RUS MDCP VAL ETF	$260K	0.2%Prev: 0.1%	1,865 SH	Decreased+113 SH
ISHARES TR	RUSSELL 2000 ETF	$26K	0.0%Prev: 0.0%	108 SH	Increased+89 SH
ISHARES TR	S&P 500 GRWT ETF	$144K	0.1%Prev: 0.1%	1,195 SH	Decreased+82 SH
ISHARES TR	S&P 500 VAL ETF	$78K	0.0%Prev: 0.0%	376 SH	Decreased
ISHARES TR	S&P MC 400GR ETF	$292K	0.2%Prev: 0.1%	3,044 SH	Decreased+535 SH
ISHARES TR	S&P MC 400VL ETF	$459K	0.3%Prev: 0.2%	3,541 SH	Increased+1,197 SH
ISHARES TR	S&P SML 600 GWT	$108K	0.1%Prev: 0.1%	762 SH	Decreased+70 SH
ISHARES TR	SELECT DIVID ETF	$236K	0.1%Prev: 0.1%	1,662 SH	Increased+850 SH
ISHARES TR	SP SMCP600VL ETF	$198K	0.1%Prev: 0.1%	1,789 SH	Increased+551 SH
ISHARES U S ETF TR	SHORT MATURITY M	$268K	0.2%	5,300 SH	New
JOHNSON & JOHNSON	COM	$2.3M	1.3%Prev: 1.4%	12,291 SH	Decreased+217 SH
JOHNSON CTLS INTL PLC	SHS	$2.2M	1.3%	19,889 SH	New
JPMORGAN CHASE & CO.	COM	$4.3M	2.5%	13,495 SH	New
LABCORP HOLDINGS INC	COM SHS	$1.1M	0.7%Prev: 0.2%	3,954 SH	Increased+2,544 SH
LINCOLN NATL CORP IND	COM	$1.9M	1.1%Prev: 0.8%	47,877 SH	Increased+150 SH
LOWES COS INC	COM	$1.6M	0.9%Prev: 0.7%	6,207 SH	Increased-338 SH
MADISON SQUARE GRDN SPRT COR	CL A	$2.0M	1.2%Prev: 1.8%	8,715 SH	Decreased-738 SH
MARVELL TECHNOLOGY INC	COM	$3.6M	2.1%Prev: 6.2%	43,242 SH	Decreased-947 SH
MCDONALDS CORP	COM	$413K	0.2%Prev: 0.1%	1,359 SH	Increased+377 SH
MEDTRONIC PLC	SHS	$1.1M	0.6%	11,394 SH	New
MERCK & CO INC	COM	$1.6M	0.9%Prev: 1.2%	19,142 SH	Decreased-1,286 SH
MICROSOFT CORP	COM	$5.2M	3.1%Prev: 2.0%	10,039 SH	Increased-1,247 SH
MORGAN STANLEY	COM NEW	$3.0M	1.7%Prev: 1.9%	18,619 SH	Decreased-573 SH
NVIDIA CORPORATION	COM	$261K	0.2%Prev: 0.1%	1,401 SH	Decreased-42 SH
ORACLE CORP	COM	$4.6M	2.7%Prev: 1.2%	16,411 SH	Increased-673 SH
PACCAR INC	COM	$1.7M	1.0%Prev: 1.0%	17,478 SH	Decreased+495 SH
PALO ALTO NETWORKS INC	COM	$230K	0.1%Prev: 0.2%	1,130 SH	Decreased+2 SH
PARAMOUNT SKYDANCE CORP	COM CL B	$360K	0.2%Prev: 0.1%	19,035 SH	Increased-620 SH
PEPSICO INC	COM	$2.3M	1.4%Prev: 1.3%	16,685 SH	Decreased-3,650 SH
PNC FINL SVCS GROUP INC	COM	$2.1M	1.2%Prev: 1.5%	10,412 SH	Decreased-2,507 SH
PROCTER AND GAMBLE CO	COM	$2.1M	1.3%	13,986 SH	New
QUALCOMM INC	COM	$2.9M	1.7%Prev: 1.5%	17,475 SH	Decreased+630 SH
ROYAL GOLD INC	COM	$301K	0.2%Prev: 0.1%	1,500 SH	Increased+100 SH
RTX CORPORATION	COM	$3.0M	1.8%Prev: 1.6%	17,937 SH	Decreased+121 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$682K	0.4%Prev: 0.9%	24,974 SH	Decreased-36,136 SH
SOUTHERN CO	COM	$838K	0.5%Prev: 0.4%	8,845 SH	Increased+140 SH
SPDR SERIES TRUST	PRTFLO S&P500 GW	$190K	0.1%	1,815 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$28K	0.0%	201 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$404K	0.2%Prev: 0.2%	25,750 SH	Decreased
TARGET CORP	COM	$717K	0.4%	7,990 SH	New
TEXAS INSTRS INC	COM	$211K	0.1%	1,151 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$286K	0.2%Prev: 0.1%	590 SH	Decreased-10 SH
TJX COS INC NEW	COM	$3.0M	1.8%Prev: 1.5%	20,753 SH	Decreased+259 SH
UNITED RENTALS INC	COM	$218K	0.1%Prev: 0.1%	228 SH	Decreased
VALKYRIE ETF TRUST II	COINSHARES BITCN	$196K	0.1%	11,300 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$107K	0.1%Prev: 0.1%	223 SH	Decreased-1,115 SH
VANGUARD INDEX FDS	MID CAP ETF	$56K	0.0%Prev: 0.0%	191 SH	Decreased-585 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	1.0%Prev: 0.9%	2,855 SH	Decreased-9 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$239K	0.1%Prev: 0.1%	1,143 SH	Increased+558 SH
VANGUARD INDEX FDS	VALUE ETF	$752K	0.4%Prev: 0.3%	4,030 SH	Increased+721 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$791K	0.5%Prev: 0.8%	9,406 SH	Decreased-11,225 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.4M	1.4%Prev: 1.5%	30,192 SH	Decreased-10,208 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$26K	0.0%Prev: 0.0%	287 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$1.3M	0.8%Prev: 0.4%	30,201 SH	Increased+10,049 SH
VISA INC	COM CL A	$507K	0.3%Prev: 0.2%	1,485 SH	Decreased-10 SH
WALMART INC	COM	$3.4M	2.0%Prev: 1.7%	32,958 SH	Decreased+713 SH
WILLIAMS SONOMA INC	COM	$4.0M	2.3%Prev: 2.1%	20,390 SH	Decreased+1,707 SH

Sold (vs prior filing)

ASML HLDG NV — $235K
BANK OF NY MELLON CORP — $319K
CHEVRON CORPORATION — $2.9M
COSTCO WHOLESALE CORPORATION — $499K
CUMMINS INC — $250K
ETF SER SOLUTIONS — $396K
FIRST TR EXCHANGE TRADED FD — $589K
ISHARES TR — $1.5M
ISHARES TR — $1K
JOHNSON CONTROLS INTERNATION — $2.9M
JPMORGAN CHASE & CO — $4.5M
PROCTER & GAMBLE CO — $2.4M
SCHWAB STRATEGIC TR — $663
SCHWAB STRATEGIC TR — $1K
SPDR SERIES TRUST — $204K
SPDR SERIES TRUST — $19K
TEXAS PACIFIC LAND CORPORATI — $740K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001398344-26-002438	$178.4M	View
Oct 28, 2025	Q3 2025	13F-HR	0001398344-25-019897	$170.3M	View
Jul 24, 2026	Q2 2026