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CIK: 0001909322
Total reported value
$212.1M
$212.1M
116 檔
11.5%
As reported in its official Q2 2025 Form 13F filing, Insight Inv LLC's tracked investment portfolio stood at $212.1M with 116 total positions.
In Q2 2025, Insight Inv LLC adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 7 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, RDVY) accounted for 11.5% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.18% | -0.16% | -55.79% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | -0.34% | -79.37% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 3.20% | +0.14% | +1.47% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 2.95% | +0.01% | -1.94% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.63% | -0.01% | -54.01% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.61% | -0.10% | -54.38% | |
| 7 | AXP | American Express Co | Stock-Financials | 2.53% | -0.07% | -1.75% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.41% | -0.17% | -2.71% | |
| 9 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.29% | +0.12% | -3.22% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.17% | -0.50% | -3.37% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.10% | +0.11% | -53.11% | |
| 12 | MRVL | Marvell Technology Inc | Stock-Tech | 1.89% | +3.73% | -0.02% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.84% | +0.47% | -35.23% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.83% | +0.27% | -1.46% | |
| 15 | FUMB | First Trust Ultra Short Dur | ETF-Other | 1.75% | -0.17% | +15.61% | |
| 16 | ALL | Allstate CORP | Stock-Financials | 1.74% | -0.02% | -1.81% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.74% | -0.29% | -5.86% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.69% | -2.21% | EXIT | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.69% | -0.20% | -0.86% | |
| 20 | MS | Morgan Stanley | Stock-Financials | 1.67% | +0.18% | -3.83% | |
| 21 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.67% | -0.11% | -3.38% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.64% | -0.34% | -4.64% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.60% | -0.04% | — | |
| 24 | WRB | Wr Berkley CORP | Stock-Financials | 1.58% | +0.01% | +0.22% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.57% | -0.61% | -8.69% | |
| 26 | C | Citigroup Inc | Stock-Financials | 1.54% | +0.11% | -1.23% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.52% | -0.03% | -77.58% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.52% | -0.12% | -0.46% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 1.48% | -0.20% | -4.05% | |
| 30 | GLW | Corning Inc | Stock-Tech | 1.48% | +1.65% | -2.39% | |
| 31 | EMR | Emerson Electric Co | Stock-Industrials | 1.42% | -0.08% | -4.46% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 1.40% | -0.20% | -40.66% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.35% | -0.11% | -3.46% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.32% | -0.02% | — | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 1.31% | +2.05% | -2.55% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.30% | -0.03% | -33.73% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.23% | -0.39% | -1.23% | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 1.23% | +0.04% | -3.21% | |
| 39 | T | At&t Inc | Stock-Comm Services | 1.17% | -0.38% | +0.67% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | -0.17% | -60.43% | |
| 41 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.07% | -0.09% | -13.23% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.04% | -0.14% | -43.51% | |
| 43 | PCAR | Paccar Inc | Stock-Industrials | 1.01% | -0.13% | -1.56% | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.96% | -0.11% | -2.42% | |
| 45 | LNC | Lincoln National CORP | Stock-Financials | 0.95% | -0.14% | — | |
| 46 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.92% | +0.10% | +0.11% | |
| 47 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.85% | +0.06% | +33.04% | |
| 48 | EOG | Eog Resources Inc | Stock-Energy | 0.84% | -0.39% | -0.96% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.82% | -0.19% | EXIT | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.82% | -0.17% | -39.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.8% | -2.71% | Trim |
| 2 | MSFT | Microsoft CORP | +0.7% | -79.37% | Trim |
| 3 | IBM | Intl Business Machines CORP | +0.4% | -1.94% | Trim |
| 4 | MRVL | Marvell Technology Inc | +0.3% | -0.02% | Trim |
| 5 | AXP | American Express Co | +0.3% | -1.75% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -54.38% | Trim |
| 7 | DIS | Walt Disney Co/the | +0.3% | -0.46% | Trim |
| 8 | JNJ | Johnson & Johnson | +0.3% | -3.46% | Trim |
| 9 | AMAT | Applied Materials Inc | +0.2% | -2.55% | Trim |
| 10 | C | Citigroup Inc | +0.2% | -1.23% | Trim |
| 11 | IWF | Ishares Russell 1000 Growth | +0.2% | — | Unchanged |
| 12 | FUMB | First Trust Ultra Short Dur | +0.2% | +15.61% | Add |
| 13 | MS | Morgan Stanley | +0.2% | -3.83% | Trim |
| 14 | RDVY | First Trust Rising Dividend | +0.2% | +1.47% | Add |
| 15 | LMBS | First Trust Low Duration Opp | +0.2% | +33.04% | Add |
| 16 | AMZN | Amazon.com Inc | +0.2% | -54.01% | Trim |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | -53.11% | Trim |
| 18 | EMR | Emerson Electric Co | +0.2% | -4.46% | Trim |
| 19 | UFOX | Defiance Connective Tech ETF | +0.2% | NEW | New buy |
| 20 | GLW | Corning Inc | +0.1% | -2.39% | Trim |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -35.23% | Trim |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 23 | WMT | Walmart Inc | +0.1% | -3.37% | Trim |
| 24 | AVGO | Broadcom Inc | +0.1% | -19.48% | Trim |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.51% | Add |
| 26 | KO | Coca-cola Co/the | -0.1% | EXIT | Sold out |
| 27 | NEE | Nextera Energy Inc | -0.1% | EXIT | Sold out |
| 28 | ELV | Elevance Health Inc | -0.1% | +0.04% | Add |
| 29 | TGT | Target CORP | -0.1% | -5.13% | Trim |
| 30 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | Sold out |
| 31 | MDT | Medtronic plc | -0.1% | -48.74% | Trim |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -33.73% | Trim |
| 33 | GHC | Graham Holdings Co-class B | -0.1% | -3.38% | Trim |
| 34 | ALL | Allstate CORP | -0.1% | -1.81% | Trim |
| 35 | UNP | Union Pacific CORP | -0.1% | EXIT | Sold out |
| 36 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | EXIT | Sold out |
| 37 | AON | Aon plc | -0.2% | EXIT | Sold out |
| 38 | BP | Bp Plc-spons Adr | -0.2% | -3.06% | Trim |
| 39 | QAI | Nyli Hdg Multi-str Trk ETF | -0.2% | EXIT | Sold out |
| 40 | JNJ | Johnson & Johnson | -0.2% | -60.43% | Trim |
| 41 | MEAR | Ishrs Short Mat Muni Act ETF | -0.2% | -42.97% | Trim |
| 42 | FSMB | First Trust Short Dur Manag | -0.2% | -13.23% | Trim |
| 43 | PEP | Pepsico Inc | -0.2% | -1.23% | Trim |
| 44 | MRK | Merck & Co. Inc. | -0.2% | -43.51% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -77.58% | Trim |
| 46 | AMGN | Amgen Inc | -0.3% | -40.66% | Trim |
| 47 | XOM | Exxon Mobil CORP | -0.3% | -4.95% | Trim |
| 48 | BMY | Bristol-myers Squibb Co | -0.4% | -2.42% | Trim |
| 49 | CVX | Chevron CORP | -0.5% | -8.69% | Trim |
| 50 | AAPL | Apple Inc | -0.6% | -55.79% | Trim |
According to official SEC Form 13F filings, Insight Inv LLC reported a total U.S. public equity portfolio value of $212.1M across 116 disclosed positions in Q2 2025.
During Q2 2025, Insight Inv LLC's top holdings by market value included AAPL (4.2%)、MSFT (3.5%)、RDVY (3.2%). The largest single position, AAPL, represented 4.2% 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
UFOX
市值: $243.7K
Top Position Liquidated / Trimmed
QAI
前期市值: $257.6K
In Q2 2025, Insight Inv LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 5 positions, trimming 35 holdings, and fully liquidating 7 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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