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: $182.7M104 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$287K	0.2%Prev: 0.2%	1,321 SH	Decreased-400 SH
ALLSTATE CORP	COM	$2.8M	1.6%Prev: 1.9%	13,665 SH	Increased+547 SH
ALPHABET INC	CAP STK CL A	$5.5M	3.0%Prev: 1.9%	19,013 SH	Increased-18,896 SH
ALPHABET INC	CAP STK CL C	$540K	0.3%Prev: 0.3%	1,882 SH	Increased-877 SH
AMAZON COM INC	COM	$3.7M	2.0%Prev: 2.4%	17,593 SH	Increased-21,208 SH
AMERICAN EXPRESS CO	COM	$3.6M	2.0%Prev: 2.2%	11,789 SH	Increased-232 SH
AMGEN INC	COM	$3.1M	1.7%Prev: 1.7%	8,766 SH	Increased-3,876 SH
APPLE INC	COM	$8.1M	4.4%Prev: 4.8%	31,970 SH	Increased-36,765 SH
APPLIED MATLS INC	COM	$4.9M	2.7%Prev: 1.1%	14,263 SH	Increased+3,300 SH
AT&T INC	COM	$1.7M	1.0%Prev: 1.2%	60,026 SH	Increased+359 SH
BANK NEW YORK MELLON CORP	COM	$268K	0.1%	2,261 SH	New
BERKLEY W R CORP	COM	$2.5M	1.3%Prev: 1.6%	37,068 SH	Increased+5,106 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	1.3%Prev: 1.7%	5,016 SH	Decreased-15,766 SH
BP PLC	SPONSORED ADR	$2.5M	1.4%Prev: 0.9%	52,921 SH	Increased+12,620 SH
BRISTOL-MYERS SQUIBB CO	COM	$926K	0.5%Prev: 1.3%	15,276 SH	Decreased-16,521 SH
BROADCOM INC	COM	$865K	0.5%Prev: 0.3%	2,796 SH	Increased+81 SH
CHEVRON CORPORATION	COM	$3.6M	2.0%	17,298 SH	New
CISCO SYS INC	COM	$3.2M	1.7%Prev: 1.7%	40,698 SH	Increased-20,334 SH
CITIGROUP INC	COM NEW	$3.1M	1.7%Prev: 1.3%	26,980 SH	Increased-288 SH
CORNING INC	COM	$5.5M	3.0%Prev: 1.3%	40,132 SH	Increased-2,727 SH
COSTCO WHOLESALE CORPORATION	COM	$531K	0.3%	533 SH	New
CVS HEALTH CORP	COM	$641K	0.4%Prev: 0.6%	8,927 SH	Decreased-4,179 SH
DISNEY WALT CO	COM	$1.4M	0.8%Prev: 1.2%	14,241 SH	Decreased-4,075 SH
ELEVANCE HEALTH INC FORMERLY	COM	$623K	0.3%	2,127 SH	New
EMERSON ELEC CO	COM	$2.4M	1.3%Prev: 1.3%	18,217 SH	Increased+1,592 SH
EOG RES INC	COM	$3.4M	1.9%Prev: 0.9%	23,521 SH	Increased+12,958 SH
ETF SER SOLUTIONS	DEFIANCE CONNECT	$284K	0.2%	4,167 SH	New
EXXON MOBIL CORP	COM	$4.0M	2.2%Prev: 2.0%	23,829 SH	Increased-823 SH
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$1.7M	0.9%Prev: 1.3%	86,810 SH	Decreased-5,750 SH
FIRST TR EXCH TRADED FD III	ULTRA SHT DUR MU	$2.2M	1.2%Prev: 1.6%	108,945 SH	Decreased-3,500 SH
FIRST TR EXCHANGE TRADED FD	NASDQ OIL GAS	$8K	0.0%Prev: 0.0%	201 SH	Increased
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$5.9M	3.2%Prev: 3.0%	85,879 SH	Increased+11,025 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$538K	0.3%	13,645 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$42K	0.0%Prev: 0.0%	700 SH	Decreased-475 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.6M	1.4%Prev: 0.7%	52,133 SH	Increased+32,763 SH
GENERAL DYNAMICS CORP	COM	$3.1M	1.7%Prev: 1.5%	9,112 SH	Increased+1,233 SH
GRAHAM HLDGS CO	COM CL B	$3.6M	2.0%Prev: 1.8%	3,385 SH	Increased+667 SH
HOME DEPOT INC	COM	$421K	0.2%Prev: 0.4%	1,280 SH	Decreased-350 SH
INTEL CORP	COM	$970K	0.5%Prev: 0.3%	21,982 SH	Increased+853 SH
INTERNATIONAL BUSINESS MACHS	COM	$3.7M	2.0%Prev: 2.6%	15,158 SH	Decreased-50 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$247K	0.1%Prev: 0.1%	5,205 SH	Increased
ISHARES TR	CORE MSCI EAFE	$234K	0.1%Prev: 0.4%	2,583 SH	Decreased-6,024 SH
ISHARES TR	CORE S&P MCP ETF	$576K	0.3%Prev: 0.4%	8,535 SH	Decreased-1,695 SH
ISHARES TR	CORE S&P SCP ETF	$226K	0.1%Prev: 0.2%	1,816 SH	Decreased-1,060 SH
ISHARES TR	CORE S&P500 ETF	$153K	0.1%Prev: 0.1%	234 SH	Increased+38 SH
ISHARES TR	MSCI USA MIN VOL	$1.6M	0.9%	17,511 SH	New
ISHARES TR	MSCI USA QLT FCT	$2.0M	1.1%	10,489 SH	New
ISHARES TR	RUS 1000 GRW ETF	$2.0M	1.1%Prev: 1.4%	4,649 SH	Decreased-977 SH
ISHARES TR	RUS 1000 VAL ETF	$1.9M	1.0%Prev: 1.3%	8,971 SH	Increased-1,146 SH
ISHARES TR	RUS 2000 GRW ETF	$26K	0.0%Prev: 0.0%	82 SH	Decreased-61 SH
ISHARES TR	RUS 2000 VAL ETF	$38K	0.0%Prev: 0.1%	200 SH	Decreased-327 SH
ISHARES TR	RUS MD CP GR ETF	$10K	0.0%Prev: 0.0%	76 SH	Decreased-222 SH
ISHARES TR	RUS MDCP VAL ETF	$255K	0.1%Prev: 0.2%	1,752 SH	Increased-218 SH
ISHARES TR	RUSSELL 2000 ETF	$5K	0.0%Prev: 0.0%	19 SH	Decreased-119 SH
ISHARES TR	S&P 500 GRWT ETF	$126K	0.1%Prev: 0.1%	1,113 SH	Increased-167 SH
ISHARES TR	S&P 500 VAL ETF	$79K	0.0%Prev: 0.0%	376 SH	Increased
ISHARES TR	S&P MC 400GR ETF	$252K	0.1%Prev: 0.2%	2,509 SH	Decreased-859 SH
ISHARES TR	S&P MC 400VL ETF	$360K	0.2%Prev: 0.3%	2,716 SH	Decreased-1,133 SH
ISHARES TR	S&P SML 600 GWT	$100K	0.1%Prev: 0.1%	692 SH	Decreased-271 SH
ISHARES TR	SELECT DIVID ETF	$123K	0.1%Prev: 0.2%	812 SH	Decreased-850 SH
ISHARES TR	SP SMCP600VL ETF	$182K	0.1%Prev: 0.2%	1,537 SH	Decreased-1,834 SH
ISHARES TR	US TELECOM ETF	$1K	0.0%	27 SH	New
JOHNSON & JOHNSON	COM	$3.0M	1.6%Prev: 1.3%	12,129 SH	Increased-15,415 SH
JOHNSON CONTROLS INTERNATION	SHS	$2.7M	1.5%	20,389 SH	New
JPMORGAN CHASE & CO	COM	$4.0M	2.2%	13,664 SH	New
LABCORP HOLDINGS INC	COM SHS	$1.0M	0.6%Prev: 0.6%	3,904 SH	Increased-142 SH
LINCOLN NATL CORP IND	COM	$1.7M	0.9%Prev: 1.0%	48,577 SH	Increased+7,467 SH
LOWES COS INC	COM	$1.6M	0.9%Prev: 0.9%	6,602 SH	Increased+1,235 SH
MADISON SQUARE GRDN SPRT COR	CL A	$3.1M	1.7%Prev: 0.9%	9,603 SH	Increased+3,045 SH
MARVELL TECHNOLOGY INC	COM	$4.5M	2.5%Prev: 1.5%	45,689 SH	Increased+9,179 SH
MCDONALDS CORP	COM	$309K	0.2%Prev: 0.3%	993 SH	Decreased-14,622 SH
MEDTRONIC PLC	SHS	$352K	0.2%Prev: 0.9%	4,059 SH	Decreased-23,397 SH
MERCK & CO INC	COM	$2.5M	1.4%Prev: 1.3%	20,904 SH	Increased-13,876 SH
MICROSOFT CORP	COM	$4.2M	2.3%Prev: 2.8%	11,453 SH	Increased-38,677 SH
MORGAN STANLEY	COM NEW	$3.1M	1.7%Prev: 1.5%	18,936 SH	Increased+558 SH
NVIDIA CORPORATION	COM	$250K	0.1%Prev: 0.2%	1,434 SH	Decreased-10,702 SH
ORACLE CORP	COM	$2.5M	1.4%Prev: 1.6%	16,825 SH	Increased-47 SH
PACCAR INC	COM	$2.0M	1.1%Prev: 1.1%	17,233 SH	Increased+1,186 SH
PARAMOUNT SKYDANCE CORP	COM CL B	$184K	0.1%	20,390 SH	New
PEPSICO INC	COM	$3.1M	1.7%Prev: 1.5%	19,895 SH	Increased+5,815 SH
PNC FINL SVCS GROUP INC	COM	$2.7M	1.5%Prev: 1.2%	12,813 SH	Increased+2,690 SH
PROCTER & GAMBLE CO	COM	$2.1M	1.2%	14,756 SH	New
QUALCOMM INC	COM	$2.2M	1.2%Prev: 1.8%	17,065 SH	Decreased-309 SH
ROYAL GOLD INC	COM	$386K	0.2%Prev: 0.2%	1,515 SH	Increased-170 SH
RTX CORPORATION	COM	$3.4M	1.9%Prev: 1.7%	17,787 SH	Increased-1,046 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.7M	1.0%	56,939 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$1K	0.0%	36 SH	New
SOUTHERN CO	COM	$861K	0.5%Prev: 0.6%	8,920 SH	Increased-110 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$628K	0.3%	25,750 SH	New
TEXAS PACIFIC LAND CORPORATI	COM	$802K	0.4%	1,690 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$295K	0.2%Prev: 0.2%	600 SH	Decreased-38 SH
TJX COS INC NEW	COM	$3.3M	1.8%Prev: 1.7%	20,626 SH	Increased-101 SH
VANGUARD INDEX FDS	GROWTH ETF	$97K	0.1%Prev: 0.1%	223 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$56K	0.0%Prev: 0.0%	194 SH	Increased+3 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	1.0%Prev: 0.5%	2,946 SH	Increased+1,610 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$214K	0.1%Prev: 0.1%	986 SH	Increased-157 SH
VANGUARD INDEX FDS	VALUE ETF	$724K	0.4%Prev: 0.5%	3,690 SH	Decreased-735 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.7M	1.0%Prev: 0.4%	21,021 SH	Increased+14,510 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.1M	1.7%Prev: 1.7%	39,326 SH	Increased+7,383 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$27K	0.0%Prev: 0.0%	287 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$1.0M	0.6%Prev: 0.9%	20,835 SH	Decreased-26,098 SH
VISA INC	COM CL A	$452K	0.2%Prev: 0.4%	1,495 SH	Decreased-13,534 SH
WALMART INC	COM	$4.1M	2.2%Prev: 2.1%	32,650 SH	Increased-1,659 SH
WILLIAMS SONOMA INC	COM	$3.5M	1.9%Prev: 2.3%	19,338 SH	Increased-2,269 SH

Sold (vs prior filing)

ADOBE INC — $252K
AMBEV SA — $27K
AMERICAN ELEC PWR CO INC — $19K
AMERICAN TOWER CORP NEW — $11K
AON PLC — $238K
ASML HOLDING N V — $88K
BANK AMERICA CORP — $84K
CHEVRON CORP NEW — $3.0M
CME GROUP INC — $10K
COCA COLA CO — $110K
COGNIZANT TECHNOLOGY SOLUTIO — $1.0M
COSTCO WHSL CORP NEW — $625K
ELEVANCE HEALTH INC — $1.1M
FAIR ISAAC CORP — $306K
FIRST TR EXCHANGE-TRADED FD — $719K
INVESCO EXCH TRADED FD TR II — $341K
ISHARES TR — $19K
ISHARES TR — $4K
ISHARES TR — $52K
ISHARES TR — $75K
… and 26 more

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