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CIK: 0001909322
Total reported value
$212.1M
$212.1M
133 檔
10.7%
During the Q1 2025 filing period, Insight Inv LLC (CIK: 0001909322) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $212.1M across 133 reported positions.
In Q1 2025, Insight Inv LLC displayed an active expansion posture, initiating 3 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.79% | -0.16% | +120.89% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 3.01% | +0.14% | +25.31% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | -0.34% | +376.29% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 2.60% | +0.01% | -0.03% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | -0.01% | +109.40% | |
| 6 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.35% | +0.12% | -0.82% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.33% | -0.10% | +111.76% | |
| 8 | AXP | American Express Co | Stock-Financials | 2.22% | -0.07% | +0.03% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.07% | -0.50% | -0.09% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.06% | -0.61% | -1.94% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.02% | -2.21% | EXIT | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | +0.11% | +114.42% | |
| 13 | ALL | Allstate CORP | Stock-Financials | 1.87% | -0.02% | -0.52% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.84% | +0.27% | +1.14% | |
| 15 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.80% | -0.11% | -0.22% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.75% | -0.03% | +318.49% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.74% | -0.34% | -3.29% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.73% | -0.20% | +5.36% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.72% | +0.47% | +52.72% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.72% | -0.29% | +2.43% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.66% | -0.20% | +67.64% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.62% | -0.17% | -1.49% | |
| 23 | WRB | Wr Berkley CORP | Stock-Financials | 1.56% | +0.01% | +0.95% | |
| 24 | FUMB | First Trust Ultra Short Dur | ETF-Other | 1.55% | -0.17% | +297.68% | |
| 25 | MRVL | Marvell Technology Inc | Stock-Tech | 1.55% | +3.73% | +0.26% | |
| 26 | GD | General Dynamics CORP | Stock-Industrials | 1.48% | -0.20% | +3.68% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 1.47% | +0.18% | +0.48% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.45% | -0.39% | +9.19% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.43% | -0.03% | +55.12% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.40% | -0.04% | -0.25% | |
| 31 | GLW | Corning Inc | Stock-Tech | 1.35% | +1.65% | +0.97% | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.33% | -0.11% | +3.04% | |
| 33 | C | Citigroup Inc | Stock-Financials | 1.33% | +0.11% | +0.54% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.31% | -0.02% | +2.88% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.17% | +141.11% | |
| 36 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.27% | -0.09% | -1.14% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.26% | -0.14% | +75.72% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 1.25% | -0.08% | +0.88% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.24% | -0.12% | -2.35% | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 1.22% | +0.04% | -1.83% | |
| 41 | T | At&t Inc | Stock-Comm Services | 1.16% | -0.38% | -0.15% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 1.09% | +2.05% | +1.78% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.11% | +5.32% | |
| 44 | PCAR | Paccar Inc | Stock-Industrials | 1.07% | -0.13% | — | |
| 45 | LNC | Lincoln National CORP | Stock-Financials | 1.02% | -0.14% | — | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.95% | -0.19% | EXIT | |
| 47 | BP | Bp Plc-spons Adr | Stock-Energy | 0.94% | -0.45% | -3.62% | |
| 48 | EOG | Eog Resources Inc | Stock-Energy | 0.93% | -0.39% | +7.50% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.89% | -0.17% | +71.28% | |
| 50 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.88% | +0.10% | +0.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FUMB | First Trust Ultra Short Dur | +1.2% | +297.68% | Add |
| 2 | RDVY | First Trust Rising Dividend | +0.6% | +25.31% | Add |
| 3 | LMBS | First Trust Low Duration Opp | +0.4% | +120.99% | Add |
| 4 | AMGN | Amgen Inc | +0.3% | +67.64% | Add |
| 5 | IBM | Intl Business Machines CORP | +0.3% | -0.03% | Trim |
| 6 | WRB | Wr Berkley CORP | +0.3% | +0.95% | Add |
| 7 | RTX | Rtx CORP | +0.2% | +2.43% | Add |
| 8 | CVX | Chevron CORP | +0.2% | -1.94% | Trim |
| 9 | T | At&t Inc | +0.2% | -0.15% | Trim |
| 10 | XOM | Exxon Mobil CORP | +0.2% | +1.30% | Add |
| 11 | CVS | Cvs Health CORP | +0.2% | -0.42% | Trim |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +318.49% | Add |
| 13 | GHC | Graham Holdings Co-class B | +0.2% | -0.22% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.2% | +141.11% | Add |
| 15 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 16 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | NEW | New buy |
| 17 | VZ | Verizon Communications Inc | +0.1% | +71.28% | Add |
| 18 | MDT | Medtronic plc | +0.1% | +84.19% | Add |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | +3.04% | Add |
| 20 | ELV | Elevance Health Inc | +0.1% | +0.39% | Add |
| 21 | LNC | Lincoln National CORP | +0.1% | — | Unchanged |
| 22 | ALL | Allstate CORP | +0.1% | -0.52% | Trim |
| 23 | EOG | Eog Resources Inc | +0.1% | +7.50% | Add |
| 24 | GD | General Dynamics CORP | +0.1% | +3.68% | Add |
| 25 | NEE | Nextera Energy Inc | +0.1% | NEW | New buy |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +5.36% | Add |
| 27 | BP | Bp Plc-spons Adr | +0.1% | -3.62% | Trim |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +52.72% | Add |
| 29 | PEP | Pepsico Inc | +0.1% | +9.19% | Add |
| 30 | URI | United Rentals Inc | -0.1% | EXIT | Sold out |
| 31 | MRK | Merck & Co. Inc. | -0.1% | +75.72% | Add |
| 32 | AMAT | Applied Materials Inc | -0.1% | +1.78% | Add |
| 33 | MS | Morgan Stanley | -0.1% | +0.48% | Add |
| 34 | MSGS | Madison Square Garden Sports | -0.2% | +0.12% | Add |
| 35 | UFOX | Defiance Connective Tech ETF | -0.2% | EXIT | Sold out |
| 36 | LMT | Lockheed Martin CORP | -0.2% | EXIT | Sold out |
| 37 | QAI | Nyli Hdg Multi-str Trk ETF | -0.2% | -45.34% | Trim |
| 38 | PNC | Pnc Financial Services Group | -0.2% | -1.83% | Trim |
| 39 | EMR | Emerson Electric Co | -0.2% | +0.88% | Add |
| 40 | IWF | Ishares Russell 1000 Growth | -0.2% | -0.25% | Trim |
| 41 | DIS | Walt Disney Co/the | -0.2% | -2.35% | Trim |
| 42 | TGT | Target CORP | -0.3% | +1.66% | Add |
| 43 | AXP | American Express Co | -0.3% | +0.03% | Add |
| 44 | MSFT | Microsoft CORP | -0.3% | +376.29% | Add |
| 45 | ORCL | Oracle CORP | -0.4% | -1.49% | Trim |
| 46 | AMZN | Amazon.com Inc | -0.4% | +109.40% | Add |
| 47 | GOOGL | Alphabet Inc-cl A | -0.4% | +114.42% | Add |
| 48 | WSM | Williams-sonoma Inc | -0.5% | -0.82% | Trim |
| 49 | AAPL | Apple Inc | -0.6% | +120.89% | Add |
| 50 | MRVL | Marvell Technology Inc | -1.3% | +0.26% | Add |
According to official SEC Form 13F filings, Insight Inv LLC reported a total U.S. public equity portfolio value of $212.1M across 133 disclosed positions in Q1 2025.
During Q1 2025, Insight Inv LLC's top holdings by market value included AAPL (4.8%)、RDVY (3.0%)、MSFT (2.8%). The largest single position, AAPL, represented 4.8% 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 terms of portfolio concentration, the top 5 core holdings (including AAPL, RDVY, MSFT) accounted for 10.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
UNP
市值: $203.1K
Top Position Liquidated / Trimmed
UFOX
前期市值: $231.0K
In Q1 2025, Insight Inv LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 13 holdings, and fully liquidating 3 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.
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.
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