13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001909322
Total reported value
$210.4M
$210.4M
124 檔
11.6%
At the close of Q4 2024, Insight Inv LLC disclosed equity holdings valued at approximately $210.4M, spread across 124 reported holdings.
In Q4 2024, Insight Inv LLC displayed an active expansion posture, initiating 37 new positions and adding to 63 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 11.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
RDVY
市值: $3.5M
Top Position Liquidated / Trimmed
ISRG
前期市值: $1.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.43% | +0.65% | +7.30% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | +0.94% | +10.13% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.83% | +0.17% | +10.36% | |
| 4 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.81% | -0.03% | -0.37% | |
| 5 | MRVL | Marvell Technology Inc | Stock-Tech | 2.80% | -0.70% | +0.12% | |
| 6 | AXP | American Express Co | Stock-Financials | 2.48% | -0.09% | +0.30% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 2.46% | -0.11% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | -0.11% | +5.87% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 2.33% | -0.17% | +7.86% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.32% | +0.04% | +4.77% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.16% | -0.13% | +1.60% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.99% | +0.17% | -1.92% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.84% | +0.51% | +10.23% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.84% | +0.12% | +4.62% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.82% | — | +18.24% | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.80% | -0.17% | +3.88% | |
| 17 | ALL | Allstate CORP | Stock-Financials | 1.78% | -0.09% | +2.43% | |
| 18 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.65% | — | +3.61% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.65% | -0.17% | +3.28% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.65% | -0.07% | +27.38% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 1.60% | -0.18% | +7.32% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.58% | +0.01% | +1713.50% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | +0.09% | +0.81% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.48% | +0.07% | +4.77% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.45% | +0.23% | +8.64% | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 1.42% | +0.12% | +5.44% | |
| 27 | GLW | Corning Inc | Stock-Tech | 1.40% | -1.83% | +1.26% | |
| 28 | GD | General Dynamics CORP | Stock-Industrials | 1.39% | -0.06% | -3.75% | |
| 29 | PNC | Pnc Financial Services Group | Stock-Financials | 1.38% | -0.14% | +5.18% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.38% | +0.28% | +21.46% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.38% | +0.12% | -3.41% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.37% | +0.17% | +11.33% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 1.37% | +0.26% | +5.38% | |
| 34 | C | Citigroup Inc | Stock-Financials | 1.33% | -0.13% | +8.88% | |
| 35 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.29% | +0.02% | +34.42% | |
| 36 | WRB | Wr Berkley CORP | Stock-Financials | 1.29% | +0.01% | +3.11% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.27% | +0.03% | — | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 1.22% | -1.36% | -4.25% | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.22% | +0.16% | +39.03% | |
| 40 | PCAR | Paccar Inc | Stock-Industrials | 1.16% | -0.07% | +3.18% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | +0.07% | +6.38% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 1.12% | — | +2.09% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | +0.01% | +3.24% | |
| 44 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.03% | -0.01% | -1.73% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.95% | +0.10% | +16.36% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.91% | -0.11% | +1.43% | |
| 47 | LNC | Lincoln National CORP | Stock-Financials | 0.91% | +0.22% | +3.98% | |
| 48 | BP | Bp Plc-spons Adr | Stock-Energy | 0.86% | +0.18% | -0.13% | |
| 49 | EOG | Eog Resources Inc | Stock-Energy | 0.84% | +0.14% | +4.70% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.83% | — | +4.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RDVY | First Trust Rising Dividend | +2.5% | NEW | New buy |
| 2 | IWF | Ishares Russell 1000 Growth | +1.5% | +1713.50% | Add |
| 3 | IWD | Ishares Russell 1000 Value E | +1.3% | NEW | New buy |
| 4 | MRVL | Marvell Technology Inc | +0.6% | +0.12% | Add |
| 5 | SDVY | First Trust Smid Cap Rising | +0.5% | NEW | New buy |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.4% | NEW | New buy |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | +0.4% | NEW | New buy |
| 9 | QAI | Nyli Hdg Multi-str Trk ETF | +0.3% | NEW | New buy |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.3% | NEW | New buy |
| 11 | VOO | Vanguard S&p 500 ETF | +0.3% | +210.13% | Add |
| 12 | BMY | Bristol-myers Squibb Co | +0.3% | +39.03% | Add |
| 13 | VTV | Vanguard Value ETF | +0.2% | +127.51% | Add |
| 14 | BKLN | Invesco Senior Loan ETF | +0.2% | NEW | New buy |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.2% | NEW | New buy |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.2% | +3026.09% | Add |
| 17 | NVDA | Nvidia CORP | +0.2% | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | +0.2% | +10.36% | Add |
| 19 | IJS | Ishares S&p Small-cap 600 Va | +0.2% | +669.63% | Add |
| 20 | FICO | Fair Isaac CORP | +0.2% | NEW | New buy |
| 21 | PFE | Pfizer Inc | +0.2% | NEW | New buy |
| 22 | ADBE | Adobe Inc | +0.2% | NEW | New buy |
| 23 | UFOX | Defiance Connective Tech ETF | +0.2% | NEW | New buy |
| 24 | LMT | Lockheed Martin CORP | +0.2% | NEW | New buy |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | +0.2% | +336.27% | Add |
| 26 | DVY | Ishares Select Dividend ETF | +0.2% | NEW | New buy |
| 27 | AON | Aon plc | +0.2% | NEW | New buy |
| 28 | PRF | Invesco Rafi US 1000 ETF | +0.2% | NEW | New buy |
| 29 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 30 | FSMB | First Trust Short Dur Manag | +0.1% | +34.42% | Add |
| 31 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +295.58% | Add |
| 32 | MS | Morgan Stanley | +0.1% | +7.32% | Add |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | +46.76% | Add |
| 34 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 35 | FUMB | First Trust Ultra Short Dur | +0.1% | +50.40% | Add |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +27.38% | Add |
| 37 | DIS | Walt Disney Co/the | +0.1% | +8.64% | Add |
| 38 | AVGO | Broadcom Inc | +0.1% | +8.72% | Add |
| 39 | IWN | Ishares Russell 2000 Value E | +0.1% | NEW | New buy |
| 40 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | New buy |
| 41 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 42 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +126.06% | Add |
| 43 | UNH | Unitedhealth Group Inc | 0% | +100.66% | Add |
| 44 | IWO | Ishares Russell 2000 Growth | 0% | NEW | New buy |
| 45 | VLUE | Ishares Msci USA Value Facto | 0% | NEW | New buy |
| 46 | IWP | Ishares Russell Mid-cap Grow | 0% | NEW | New buy |
| 47 | C | Citigroup Inc | 0% | +8.88% | Add |
| 48 | COST | Costco Wholesale CORP | 0% | +21.22% | Add |
| 49 | IWM | Ishares Russell 2000 ETF | 0% | NEW | New buy |
| 50 | ABEV | Ambev Sa-adr | 0% | NEW | New buy |
According to official SEC Form 13F filings, Insight Inv LLC reported a total U.S. public equity portfolio value of $210.4M across 124 disclosed positions in Q4 2024.
During Q4 2024, Insight Inv LLC's top holdings by market value included AAPL (5.4%)、MSFT (3.1%)、AMZN (2.8%). The largest single position, AAPL, represented 5.4% of total portfolio value.
In Q4 2024, Insight Inv LLC made 113 total portfolio adjustments, initiating 37 new buys, adding to 63 positions, trimming 11 holdings, and fully liquidating 2 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.