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CIK: 0001909322
Total reported value
$210.4M
$210.4M
112 檔
12.9%
The Q3 2025 SEC filing reveals that Insight Inv LLC held a total portfolio value of $210.4M, covering 112 public equity positions.
In Q3 2025, Insight Inv LLC adopted a defensive or profit-taking posture, trimming 63 positions and completely liquidating 29 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOGL) accounted for 12.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
USMV
市值: $1.1M
Top Position Liquidated / Trimmed
BKLN
前期市值: $341.3K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.70% | +0.65% | +3.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | +0.94% | -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% | -0.11% | -9.61% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 2.71% | +0.17% | -0.02% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.53% | -0.17% | +2.24% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.50% | +0.04% | +0.69% | |
| 8 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.34% | -0.03% | -2.50% | |
| 9 | AXP | American Express Co | Stock-Financials | 2.34% | -0.09% | +1.38% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | +0.17% | -5.18% | |
| 11 | MRVL | Marvell Technology Inc | Stock-Tech | 2.13% | -0.70% | +18.46% | |
| 12 | GLW | Corning Inc | Stock-Tech | 2.02% | -1.83% | +0.41% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.99% | -0.13% | -0.59% | |
| 14 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.89% | — | +4.26% | |
| 15 | FUMB | First Trust Ultra Short Dur | ETF-Other | 1.78% | -0.02% | +15.96% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.76% | +0.07% | +1.17% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.76% | -0.17% | +5.00% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 1.74% | -1.36% | +35.51% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 1.74% | -0.06% | +14.84% | |
| 20 | MS | Morgan Stanley | Stock-Financials | 1.74% | -0.18% | +5.35% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.71% | +0.12% | +2.07% | |
| 22 | ALL | Allstate CORP | Stock-Financials | 1.65% | -0.09% | +1.55% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.64% | -0.17% | +3.00% | |
| 24 | C | Citigroup Inc | Stock-Financials | 1.62% | -0.13% | +0.63% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.58% | — | +1.87% | |
| 26 | WRB | Wr Berkley CORP | Stock-Financials | 1.56% | +0.01% | +8.42% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.52% | +0.51% | +1.82% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.45% | +0.01% | -6.24% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.42% | +0.26% | +14.14% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.42% | -0.07% | -4.66% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.41% | +0.09% | +2.38% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.38% | +0.12% | +19.98% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | +0.07% | +12.77% | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 1.34% | +0.12% | +9.15% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.32% | +0.23% | +7.30% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | +0.01% | +4.05% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.26% | +0.28% | +14.88% | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 1.23% | -0.14% | +6.27% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.17% | +0.03% | -3.42% | |
| 40 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.16% | -0.01% | +32.75% | |
| 41 | EOG | Eog Resources Inc | Stock-Energy | 1.14% | +0.14% | +65.50% | |
| 42 | LNC | Lincoln National CORP | Stock-Financials | 1.13% | +0.22% | +16.46% | |
| 43 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.12% | +0.03% | +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% | +0.02% | +8.00% | |
| 46 | PCAR | Paccar Inc | Stock-Industrials | 1.01% | -0.07% | +10.64% | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.99% | +0.10% | -0.50% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | +0.17% | -2.57% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.92% | -0.11% | +17.89% | |
| 50 | BP | Bp Plc-spons Adr | Stock-Energy | 0.84% | +0.18% | +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 | AVGO | Broadcom Inc | +0.1% | -4.94% | Trim |
| 24 | DIS | Walt Disney Co/the | +0.1% | +7.30% | Add |
| 25 | LOW | Lowe's Cos Inc | +0.1% | +17.89% | Add |
| 26 | IWF | Ishares Russell 1000 Growth | +0.1% | -6.24% | Trim |
| 27 | RTX | Rtx CORP | 0% | +1.17% | Trim |
| 28 | JNJ | Johnson & Johnson | 0% | +12.77% | Trim |
| 29 | GOOG | Alphabet Inc-cl C | 0% | -6.58% | Trim |
| 30 | ✓ | Valkyrie ETF Trust Ii | 0% | — | Unchanged |
| 31 | PSLV | Sprott Physical Silver Trust | 0% | — | Unchanged |
| 32 | TJX | Tjx Companies Inc | 0% | +5.00% | Add |
| 33 | LH | Labcorp Holdings Inc | 0% | +0.59% | Trim |
| 34 | PNC | Pnc Financial Services Group | 0% | +6.27% | Add |
| 35 | WRB | Wr Berkley CORP | — | +8.42% | Add |
| 36 | IVW | Ishares S&p 500 Growth ETF | — | -6.64% | Trim |
| 37 | PRF | Invesco Rafi US 1000 ETF | — | — | Unchanged |
| 38 | VUG | Vanguard Growth ETF | — | — | Unchanged |
| 39 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 40 | VLUE | Ishares Msci USA Value Facto | — | — | Unchanged |
| 41 | IWP | Ishares Russell Mid-cap Grow | — | — | Unchanged |
| 42 | VO | Vanguard Mid-cap ETF | — | — | Unchanged |
| 43 | IVE | Ishares S&p 500 Value ETF | — | — | Unchanged |
| 44 | VONV | Vanguard Russell 1000 Value | — | — | Unchanged |
| 45 | IWM | Ishares Russell 2000 ETF | — | -21.74% | Trim |
| 46 | FTXN | First Trust Nasdaq Oil & Gas | — | — | Unchanged |
| 47 | EEM | Ishares Msci Emerging Market | — | — | Trim |
| 48 | WSM | Williams-sonoma Inc | 0% | -2.50% | Trim |
| 49 | IJR | Ishares Core S&p Small-cap E | 0% | — | Trim |
| 50 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, Insight Inv LLC reported a total U.S. public equity portfolio value of $210.4M 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.
In Q3 2025, Insight Inv LLC made 127 total portfolio adjustments, initiating 8 new buys, adding to 27 positions, trimming 63 holdings, and fully liquidating 29 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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