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CIK: 0001909322
Total reported value
$212.1M
$212.1M
88 檔
9.7%
The Q2 2024 SEC filing reveals that Insight Inv LLC held a total portfolio value of $212.1M, covering 88 public equity positions.
During Q2 2024, Insight Inv LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, WSM) accounted for 9.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.32% | -0.16% | -0.53% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.69% | -0.34% | +1.92% | |
| 3 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.94% | +0.12% | -7.74% | |
| 4 | QCOM | Qualcomm Inc | Stock-Tech | 2.93% | +0.27% | -1.42% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | -0.01% | +1.81% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.57% | +0.11% | -0.67% | |
| 7 | AXP | American Express Co | Stock-Financials | 2.52% | -0.07% | -0.79% | |
| 8 | AMAT | Applied Materials Inc | Stock-Tech | 2.49% | +2.05% | -0.97% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.45% | -0.10% | — | |
| 10 | MRVL | Marvell Technology Inc | Stock-Tech | 2.29% | +3.73% | — | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.26% | -0.61% | +8.32% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.24% | -0.50% | +6.82% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 2.20% | -0.17% | — | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 2.19% | +0.01% | — | |
| 15 | GD | General Dynamics CORP | Stock-Industrials | 2.02% | -0.20% | +4.54% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.97% | -2.21% | EXIT | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.95% | -0.34% | -0.24% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.95% | -0.20% | — | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.93% | -0.14% | — | |
| 20 | ALL | Allstate CORP | Stock-Financials | 1.89% | -0.02% | — | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.87% | -0.39% | +3.34% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.81% | -0.20% | -0.55% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | -0.03% | +0.74% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.65% | +0.47% | +4.15% | |
| 25 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.59% | -0.11% | +0.84% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 1.50% | -0.29% | — | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.50% | -0.12% | — | |
| 28 | EMR | Emerson Electric Co | Stock-Industrials | 1.50% | -0.08% | — | |
| 29 | TGT | Target CORP | Stock-Consumer Disc | 1.50% | — | — | |
| 30 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.48% | -0.09% | -3.15% | |
| 31 | C | Citigroup Inc | Stock-Financials | 1.46% | +0.11% | — | |
| 32 | MS | Morgan Stanley | Stock-Financials | 1.45% | +0.18% | +0.76% | |
| 33 | GLW | Corning Inc | Stock-Tech | 1.42% | +1.65% | -5.04% | |
| 34 | BP | Bp Plc-spons Adr | Stock-Energy | 1.40% | -0.45% | — | |
| 35 | WRB | Wr Berkley CORP | Stock-Financials | 1.40% | +0.01% | +4.86% | |
| 36 | PCAR | Paccar Inc | Stock-Industrials | 1.37% | -0.13% | -0.97% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | -0.17% | — | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | -0.03% | +4.16% | |
| 39 | PNC | Pnc Financial Services Group | Stock-Financials | 1.33% | +0.04% | -4.49% | |
| 40 | ELV | Elevance Health Inc | Stock-Healthcare | 1.28% | -0.04% | +3.78% | |
| 41 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.12% | — | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.11% | — | |
| 43 | LNC | Lincoln National CORP | Stock-Financials | 1.07% | -0.14% | — | |
| 44 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.07% | +0.10% | +8.24% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.02% | -0.17% | -1.38% | |
| 46 | EOG | Eog Resources Inc | Stock-Energy | 1.01% | -0.39% | +61.35% | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 1.01% | -0.19% | EXIT | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.86% | -0.38% | -5.81% | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.81% | -0.11% | -8.48% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.17% | +0.37% |
According to official SEC Form 13F filings, Insight Inv LLC reported a total U.S. public equity portfolio value of $212.1M across 88 disclosed positions in Q2 2024.
During Q2 2024, Insight Inv LLC's top holdings by market value included AAPL (5.3%)、MSFT (3.7%)、WSM (2.9%). The largest single position, AAPL, represented 5.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2024, Insight Inv LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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