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CIK: 0001909322
Total reported value
$212.1M
$212.1M
89 檔
9.7%
In Q3 2024, Insight Inv LLC's U.S. equity holdings reached a combined market value of $212.1M, distributed across 89 disclosed stock positions.
In Q3 2024, Insight Inv LLC adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 0 holdings to manage risk exposure.
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 Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.67% | -0.16% | -0.84% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | -0.34% | — | |
| 3 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.84% | +0.12% | +81.27% | |
| 4 | AXP | American Express Co | Stock-Financials | 2.73% | -0.07% | -4.77% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.62% | -0.01% | -0.74% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.62% | +0.01% | -3.92% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.50% | -0.17% | -3.19% | |
| 8 | QCOM | Qualcomm Inc | Stock-Tech | 2.34% | +0.27% | -3.55% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | -0.10% | -5.60% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.32% | +0.11% | +2.11% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.29% | -0.50% | -11.90% | |
| 12 | MRVL | Marvell Technology Inc | Stock-Tech | 2.20% | +3.73% | -3.96% | |
| 13 | ALL | Allstate CORP | Stock-Financials | 2.06% | -0.02% | -5.51% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 2.05% | -0.61% | -0.99% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.03% | -0.34% | +0.49% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 2.02% | -2.21% | EXIT | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 2.00% | -0.20% | -2.05% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.93% | -0.20% | -0.97% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.91% | +2.05% | -8.05% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.90% | -0.39% | +1.52% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.90% | -0.03% | +3.14% | |
| 22 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.81% | -0.11% | — | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 1.78% | -0.29% | +1.45% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.73% | +0.47% | -3.67% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.71% | -0.14% | -0.73% | |
| 26 | GLW | Corning Inc | Stock-Tech | 1.59% | +1.65% | -1.07% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.59% | -0.20% | -12.39% | |
| 28 | TGT | Target CORP | Stock-Consumer Disc | 1.52% | — | -0.38% | |
| 29 | PNC | Pnc Financial Services Group | Stock-Financials | 1.52% | +0.04% | -0.81% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 1.49% | +0.18% | -1.53% | |
| 31 | WRB | Wr Berkley CORP | Stock-Financials | 1.46% | +0.01% | +49.82% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.46% | -0.17% | -0.65% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 1.43% | -0.08% | -0.70% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.42% | -0.03% | +3.93% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.39% | -0.12% | -1.17% | |
| 36 | C | Citigroup Inc | Stock-Financials | 1.31% | +0.11% | -6.65% | |
| 37 | PCAR | Paccar Inc | Stock-Industrials | 1.29% | -0.13% | +1.14% | |
| 38 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.20% | — | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.11% | -2.93% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.19% | -0.17% | -2.34% | |
| 41 | ELV | Elevance Health Inc | Stock-Healthcare | 1.18% | -0.04% | -1.17% | |
| 42 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.17% | -0.09% | -19.85% | |
| 43 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.16% | +0.10% | +1.52% | |
| 44 | BP | Bp Plc-spons Adr | Stock-Energy | 1.10% | -0.45% | -6.89% | |
| 45 | MDT | Medtronic plc | Stock-Healthcare | 1.08% | -0.19% | EXIT | |
| 46 | LNC | Lincoln National CORP | Stock-Financials | 1.05% | -0.14% | -0.75% | |
| 47 | EOG | Eog Resources Inc | Stock-Energy | 0.97% | -0.39% | +0.81% | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.96% | -0.11% | -2.10% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.95% | -0.38% | -0.99% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.81% | -0.17% | -0.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.4% | -3.92% | Trim |
| 2 | AAPL | Apple Inc | +0.4% | -0.84% | Trim |
| 3 | ORCL | Oracle CORP | +0.3% | -3.19% | Trim |
| 4 | RTX | Rtx CORP | +0.3% | +1.45% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +3.14% | Add |
| 6 | GHC | Graham Holdings Co-class B | +0.2% | — | Unchanged |
| 7 | AXP | American Express Co | +0.2% | -4.77% | Trim |
| 8 | PNC | Pnc Financial Services Group | +0.2% | -0.81% | Trim |
| 9 | ALL | Allstate CORP | +0.2% | -5.51% | Trim |
| 10 | GLW | Corning Inc | +0.2% | -1.07% | Trim |
| 11 | LOW | Lowe's Cos Inc | +0.2% | -2.34% | Trim |
| 12 | BMY | Bristol-myers Squibb Co | +0.2% | -2.10% | Trim |
| 13 | JNJ | Johnson & Johnson | +0.1% | -2.93% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.1% | -0.65% | Trim |
| 15 | MSGS | Madison Square Garden Sports | +0.1% | +1.52% | Add |
| 16 | T | At&t Inc | +0.1% | -0.99% | Trim |
| 17 | TJX | Tjx Companies Inc | +0.1% | +0.49% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -3.67% | Trim |
| 19 | PG | Procter & Gamble Co/the | +0.1% | +3.93% | Add |
| 20 | ISRG | Intuitive Surgical Inc | +0.1% | — | Unchanged |
| 21 | MDT | Medtronic plc | +0.1% | -3.47% | Trim |
| 22 | SO | Southern Co/the | +0.1% | -0.24% | Trim |
| 23 | COST | Costco Wholesale CORP | +0.1% | +16.87% | Add |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 25 | WRB | Wr Berkley CORP | +0.1% | +49.82% | Add |
| 26 | CTSH | Cognizant Tech Solutions-a | +0.1% | -2.30% | Trim |
| 27 | LMBS | First Trust Low Duration Opp | +0.1% | +14.71% | Add |
| 28 | HD | Home Depot Inc | +0.1% | +2.05% | Add |
| 29 | XOM | Exxon Mobil CORP | +0.1% | +3.97% | Add |
| 30 | WMT | Walmart Inc | +0.1% | -11.90% | Trim |
| 31 | ABBV | Abbvie Inc | +0.1% | — | Unchanged |
| 32 | MS | Morgan Stanley | 0% | -1.53% | Trim |
| 33 | VZ | Verizon Communications Inc | 0% | -0.46% | Trim |
| 34 | PEP | Pepsico Inc | 0% | +1.52% | Add |
| 35 | TGT | Target CORP | 0% | -0.38% | Trim |
| 36 | ELV | Elevance Health Inc | -0.1% | -1.17% | Trim |
| 37 | DIS | Walt Disney Co/the | -0.1% | -1.17% | Trim |
| 38 | C | Citigroup Inc | -0.2% | -6.65% | Trim |
| 39 | INTC | Intel CORP | -0.2% | -5.98% | Trim |
| 40 | AMZN | Amazon.com Inc | -0.2% | -0.74% | Trim |
| 41 | VCIT | Vanguard Int-term Corporate | -0.2% | -37.58% | Trim |
| 42 | CVX | Chevron CORP | -0.2% | -0.99% | Trim |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -12.39% | Trim |
| 44 | MRK | Merck & Co. Inc. | -0.2% | -0.73% | Trim |
| 45 | MSFT | Microsoft CORP | -0.2% | — | Unchanged |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | +2.11% | Add |
| 47 | BP | Bp Plc-spons Adr | -0.3% | -6.89% | Trim |
| 48 | FSMB | First Trust Short Dur Manag | -0.3% | -19.85% | Trim |
| 49 | AMAT | Applied Materials Inc | -0.6% | -8.05% | Trim |
| 50 | QCOM | Qualcomm Inc | -0.6% | -3.55% | Trim |
According to official SEC Form 13F filings, Insight Inv LLC reported a total U.S. public equity portfolio value of $212.1M across 89 disclosed positions in Q3 2024.
During Q3 2024, Insight Inv LLC's top holdings by market value included AAPL (5.7%)、MSFT (3.5%)、WSM (2.8%). The largest single position, AAPL, represented 5.7% 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.
Top New Position Initiated
UNH
市值: $88.3K
Top Position Liquidated / Trimmed
AAPL
前期市值: $6.2M
In Q3 2024, Insight Inv LLC made 46 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 33 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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