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
$212.1M
$212.1M
112 檔
12.8%
The Q3 2025 SEC filing reveals that Insight Inv LLC held a total portfolio value of $212.1M, covering 112 public equity positions.
Insight Inv LLC executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOGL) accounted for 12.8% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.70% | -0.16% | +3.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | -0.34% | -2.94% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.72% | +0.11% | +7.04% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 2.71% | +0.14% | -9.61% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 2.71% | -0.17% | -0.02% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.53% | +0.01% | +2.24% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.50% | -0.10% | +0.69% | |
| 8 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.34% | +0.12% | -2.50% | |
| 9 | AXP | American Express Co | Stock-Financials | 2.34% | -0.07% | +1.38% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | -0.01% | -5.18% | |
| 11 | MRVL | Marvell Technology Inc | Stock-Tech | 2.13% | +3.73% | +18.46% | |
| 12 | GLW | Corning Inc | Stock-Tech | 2.02% | +1.65% | +0.41% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.99% | -0.50% | -0.59% | |
| 14 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.89% | -0.11% | +4.26% | |
| 15 | FUMB | First Trust Ultra Short Dur | ETF-Other | 1.78% | -0.17% | +15.96% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.76% | -0.29% | +1.17% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.76% | -0.34% | +5.00% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 1.74% | +2.05% | +35.51% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 1.74% | -0.20% | +14.84% | |
| 20 | MS | Morgan Stanley | Stock-Financials | 1.74% | +0.18% | +5.35% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.71% | +0.27% | +2.07% | |
| 22 | ALL | Allstate CORP | Stock-Financials | 1.65% | -0.02% | +1.55% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.64% | +0.47% | +3.00% | |
| 24 | C | Citigroup Inc | Stock-Financials | 1.62% | +0.11% | +0.63% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.58% | -2.21% | EXIT | |
| 26 | WRB | Wr Berkley CORP | Stock-Financials | 1.56% | +0.01% | +8.42% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.52% | -0.61% | +1.82% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.45% | -0.04% | -6.24% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.42% | -0.20% | +14.14% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.42% | -0.20% | -4.66% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.41% | -0.03% | +2.38% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.38% | -0.39% | +19.98% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | -0.17% | +12.77% | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 1.34% | -0.08% | +9.15% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.32% | -0.12% | +7.30% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | -0.11% | +4.05% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.26% | -0.03% | +14.88% | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 1.23% | +0.04% | +6.27% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.17% | -0.02% | -3.42% | |
| 40 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.16% | +0.10% | +32.75% | |
| 41 | EOG | Eog Resources Inc | Stock-Energy | 1.14% | -0.39% | +65.50% | |
| 42 | LNC | Lincoln National CORP | Stock-Financials | 1.13% | -0.14% | +16.46% | |
| 43 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.12% | +0.06% | +48.11% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | -0.03% | +100.63% | |
| 45 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.02% | -0.09% | +8.00% | |
| 46 | PCAR | Paccar Inc | Stock-Industrials | 1.01% | -0.13% | +10.64% | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.99% | -0.38% | -0.50% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | -0.14% | -2.57% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.92% | -0.17% | +17.89% | |
| 50 | BP | Bp Plc-spons Adr | Stock-Energy | 0.84% | -0.45% | +6.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.1% | -0.02% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +7.04% | Trim |
| 3 | GLW | Corning Inc | +0.7% | +0.41% | Trim |
| 4 | AMAT | Applied Materials Inc | +0.7% | +35.51% | Add |
| 5 | MRVL | Marvell Technology Inc | +0.6% | +18.46% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.6% | +100.63% | Add |
| 7 | LMBS | First Trust Low Duration Opp | +0.5% | +48.11% | Add |
| 8 | C | Citigroup Inc | +0.3% | +0.63% | Trim |
| 9 | MSGS | Madison Square Garden Sports | +0.3% | +32.75% | Add |
| 10 | MS | Morgan Stanley | +0.3% | +5.35% | Add |
| 11 | MSFT | Microsoft CORP | +0.3% | -2.94% | Trim |
| 12 | GD | General Dynamics CORP | +0.3% | +14.84% | Add |
| 13 | FUMB | First Trust Ultra Short Dur | +0.2% | +15.96% | Add |
| 14 | EOG | Eog Resources Inc | +0.2% | +65.50% | Add |
| 15 | JNJ | Johnson & Johnson | +0.2% | +4.05% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | +0.69% | Trim |
| 17 | INTC | Intel CORP | +0.1% | +14.26% | Add |
| 18 | AXP | American Express Co | +0.1% | +1.38% | Trim |
| 19 | LNC | Lincoln National CORP | +0.1% | +16.46% | Add |
| 20 | GHC | Graham Holdings Co-class B | +0.1% | +4.26% | Add |
| 21 | EMR | Emerson Electric Co | +0.1% | +9.15% | Add |
| 22 | VCIT | Vanguard Int-term Corporate | +0.1% | +44.46% | Add |
| 23 | DIS | Walt Disney Co/the | +0.1% | +7.30% | Add |
| 24 | LOW | Lowe's Cos Inc | +0.1% | +17.89% | Add |
| 25 | IWF | Ishares Russell 1000 Growth | +0.1% | -6.24% | Trim |
| 26 | RTX | Rtx CORP | 0% | +1.17% | Trim |
| 27 | JNJ | Johnson & Johnson | 0% | +12.77% | Trim |
| 28 | TJX | Tjx Companies Inc | 0% | +5.00% | Add |
| 29 | PNC | Pnc Financial Services Group | 0% | +6.27% | Add |
| 30 | WRB | Wr Berkley CORP | — | +8.42% | Add |
| 31 | WSM | Williams-sonoma Inc | 0% | -2.50% | Trim |
| 32 | IBM | Intl Business Machines CORP | -0.1% | +2.24% | Add |
| 33 | WMT | Walmart Inc | -0.1% | -0.59% | Trim |
| 34 | CSCO | Cisco Systems Inc | -0.1% | +3.00% | Trim |
| 35 | AAPL | Apple Inc | -0.1% | +3.49% | Trim |
| 36 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -45.24% | Trim |
| 37 | MEAR | Ishrs Short Mat Muni Act ETF | -0.3% | -27.40% | Trim |
| 38 | ELV | Elevance Health Inc | -0.3% | -5.61% | Trim |
| 39 | MDT | Medtronic plc | -0.3% | -19.04% | Trim |
| 40 | TGT | Target CORP | -0.5% | -30.35% | Trim |
| 41 | CVX | Chevron CORP | -0.5% | +1.82% | Trim |
| 42 | BMY | Bristol-myers Squibb Co | -0.7% | -20.73% | Trim |
| 43 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | New buy |
| 44 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 45 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 46 | PSKY | Paramount Skydance Cl B | — | NEW | New buy |
| 47 | BKLN | Invesco Senior Loan ETF | — | EXIT | Sold out |
| 48 | QAI | Nyli Hdg Multi-str Trk ETF | — | EXIT | Sold out |
| 49 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 50 | 0VVB | Paramount Global-class B | — | 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 112 disclosed positions in Q3 2025.
During Q3 2025, Insight Inv LLC's top holdings by market value included AAPL (4.7%)、MSFT (3.0%)、GOOGL (2.7%). The largest single position, AAPL, represented 4.7% 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
USMV
市值: $1.1M
Top Position Liquidated / Trimmed
BKLN
前期市值: $341.3K
In Q3 2025, Insight Inv LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 21 holdings, and fully liquidating 4 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.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.