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CIK: 0001909322
Total reported value
$212.1M
$212.1M
124 檔
11.5%
At the close of Q4 2024, Insight Inv LLC disclosed equity holdings valued at approximately $212.1M, spread across 124 reported holdings.
In Q4 2024, Insight Inv LLC displayed an active expansion posture, initiating 15 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 11.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.43% | -0.16% | +7.30% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | -0.34% | +10.13% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.83% | -0.01% | +10.36% | |
| 4 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.81% | +0.12% | -0.37% | |
| 5 | MRVL | Marvell Technology Inc | Stock-Tech | 2.80% | +3.73% | +0.12% | |
| 6 | AXP | American Express Co | Stock-Financials | 2.48% | -0.07% | +0.30% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 2.46% | +0.14% | — | |
| 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% | +0.01% | +7.86% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.32% | -0.10% | +4.77% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.16% | -0.50% | +1.60% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.99% | -0.17% | -1.92% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.84% | -0.61% | +10.23% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.84% | +0.27% | +4.62% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.82% | -2.21% | EXIT | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.80% | -0.34% | +3.88% | |
| 17 | ALL | Allstate CORP | Stock-Financials | 1.78% | -0.02% | +2.43% | |
| 18 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.65% | -0.11% | +3.61% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.65% | +0.47% | +3.28% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.65% | -0.20% | +27.38% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 1.60% | +0.18% | +7.32% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.58% | -0.04% | +1713.50% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | -0.03% | +0.81% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.48% | -0.29% | +4.77% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.45% | -0.12% | +8.64% | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 1.42% | -0.08% | +5.44% | |
| 27 | GLW | Corning Inc | Stock-Tech | 1.40% | +1.65% | +1.26% | |
| 28 | GD | General Dynamics CORP | Stock-Industrials | 1.39% | -0.20% | -3.75% | |
| 29 | PNC | Pnc Financial Services Group | Stock-Financials | 1.38% | +0.04% | +5.18% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.38% | -0.03% | +21.46% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.38% | -0.39% | -3.41% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.37% | -0.14% | +11.33% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 1.37% | -0.20% | +5.38% | |
| 34 | C | Citigroup Inc | Stock-Financials | 1.33% | +0.11% | +8.88% | |
| 35 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.29% | -0.09% | +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% | -0.02% | — | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 1.22% | +2.05% | -4.25% | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.22% | -0.11% | +39.03% | |
| 40 | PCAR | Paccar Inc | Stock-Industrials | 1.16% | -0.13% | +3.18% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.17% | +6.38% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 1.12% | — | +2.09% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.11% | +3.24% | |
| 44 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.03% | +0.10% | -1.73% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.95% | -0.38% | +16.36% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.91% | -0.17% | +1.43% | |
| 47 | LNC | Lincoln National CORP | Stock-Financials | 0.91% | -0.14% | +3.98% | |
| 48 | BP | Bp Plc-spons Adr | Stock-Energy | 0.86% | -0.45% | -0.13% | |
| 49 | EOG | Eog Resources Inc | Stock-Energy | 0.84% | -0.39% | +4.70% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.83% | -0.19% | EXIT |
| # | 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 | IJK | Ishares S&p Mid-cap 400 Grow | +0.2% | +336.27% | Add |
| 25 | FSMB | First Trust Short Dur Manag | +0.1% | +34.42% | Add |
| 26 | MS | Morgan Stanley | +0.1% | +7.32% | Add |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +27.38% | Add |
| 28 | DIS | Walt Disney Co/the | +0.1% | +8.64% | Add |
| 29 | C | Citigroup Inc | 0% | +8.88% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | +5.87% | Add |
| 31 | T | At&t Inc | — | +16.36% | Add |
| 32 | EMR | Emerson Electric Co | 0% | +5.44% | Add |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +4.77% | Add |
| 34 | WSM | Williams-sonoma Inc | 0% | -0.37% | Trim |
| 35 | PG | Procter & Gamble Co/the | 0% | +21.46% | Add |
| 36 | CSCO | Cisco Systems Inc | -0.1% | +3.28% | Add |
| 37 | WMT | Walmart Inc | -0.1% | +1.60% | Add |
| 38 | AAPL | Apple Inc | -0.2% | +7.30% | Add |
| 39 | AXP | American Express Co | -0.3% | +0.30% | Add |
| 40 | TYL | Tyler Technologies Inc | -0.3% | EXIT | Sold out |
| 41 | IBM | Intl Business Machines CORP | -0.3% | +7.86% | Add |
| 42 | ABBV | Abbvie Inc | -0.3% | -45.97% | Trim |
| 43 | CVS | Cvs Health CORP | -0.3% | -7.45% | Trim |
| 44 | MSFT | Microsoft CORP | -0.4% | +10.13% | Add |
| 45 | ELV | Elevance Health Inc | -0.5% | -5.75% | Trim |
| 46 | PEP | Pepsico Inc | -0.5% | -3.41% | Trim |
| 47 | AMGN | Amgen Inc | -0.6% | +5.38% | Add |
| 48 | GD | General Dynamics CORP | -0.6% | -3.75% | Trim |
| 49 | AMAT | Applied Materials Inc | -0.7% | -4.25% | Trim |
| 50 | ISRG | Intuitive Surgical Inc | -1.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Insight Inv LLC reported a total U.S. public equity portfolio value of $212.1M 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.
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
RDVY
市值: $3.5M
Top Position Liquidated / Trimmed
ISRG
前期市值: $1.4M
In Q4 2024, Insight Inv LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 26 positions, trimming 7 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.
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