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CIK: 0001909322
Total reported value
$212.1M
$212.1M
112 檔
13.7%
During the Q4 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 112 reported positions.
In Q4 2025, Insight Inv LLC displayed an active expansion posture, initiating 2 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.89% | -0.16% | +1.95% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.35% | +0.11% | +0.19% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 2.93% | +0.14% | +9.67% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -0.34% | -1.56% | |
| 5 | IBM | Intl Business Machines CORP | Stock-Tech | 2.50% | +0.01% | -1.11% | |
| 6 | AXP | American Express Co | Stock-Financials | 2.46% | -0.07% | -0.92% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.46% | -0.10% | +0.77% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | -0.01% | +3.20% | |
| 9 | MRVL | Marvell Technology Inc | Stock-Tech | 2.17% | +3.73% | +5.20% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 2.09% | +2.05% | +0.01% | |
| 11 | GLW | Corning Inc | Stock-Tech | 2.06% | +1.65% | +0.06% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.04% | -0.50% | -0.92% | |
| 13 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.99% | -0.11% | +18.08% | |
| 14 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.99% | +0.12% | -2.70% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.89% | +0.18% | +1.86% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.82% | -0.29% | -1.53% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.79% | -0.17% | +0.08% | |
| 18 | C | Citigroup Inc | Stock-Financials | 1.78% | +0.11% | +0.17% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.76% | -0.34% | -1.29% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.76% | +0.47% | -0.11% | |
| 21 | GD | General Dynamics CORP | Stock-Industrials | 1.69% | -0.20% | +3.28% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.62% | +0.27% | -3.37% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.61% | -2.21% | EXIT | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.60% | -0.20% | +1.99% | |
| 25 | ALL | Allstate CORP | Stock-Financials | 1.56% | -0.02% | +2.48% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.55% | -0.39% | +15.73% | |
| 27 | PNC | Pnc Financial Services Group | Stock-Financials | 1.48% | +0.04% | +21.32% | |
| 28 | FUMB | First Trust Ultra Short Dur | ETF-Other | 1.47% | -0.17% | -13.27% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.46% | -0.61% | +2.50% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.41% | -0.17% | -0.94% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.38% | -0.04% | -1.44% | |
| 32 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.38% | +0.10% | +9.12% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.37% | -0.20% | +1.44% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | -0.03% | +1.36% | |
| 35 | WRB | Wr Berkley CORP | Stock-Financials | 1.36% | +0.01% | -0.32% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | -0.11% | +1.51% | |
| 37 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.32% | +0.06% | +23.75% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 1.30% | -0.08% | +0.69% | |
| 39 | EOG | Eog Resources Inc | Stock-Energy | 1.28% | -0.39% | +25.56% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.23% | -0.14% | +8.63% | |
| 41 | LNC | Lincoln National CORP | Stock-Financials | 1.20% | -0.14% | +0.52% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.15% | -0.02% | -0.04% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.12% | -0.03% | — | |
| 44 | PCAR | Paccar Inc | Stock-Industrials | 1.05% | -0.13% | -1.69% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | -0.03% | +0.53% | |
| 46 | BP | Bp Plc-spons Adr | Stock-Energy | 1.01% | -0.45% | +23.71% | |
| 47 | FSMB | First Trust Short Dur Manag | ETF-Other | 0.99% | -0.09% | +1.73% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.93% | -0.12% | -25.37% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.86% | -0.17% | +2.74% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.83% | -0.38% | -0.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.19% | Add |
| 2 | AMAT | Applied Materials Inc | +0.4% | +0.01% | Add |
| 3 | MRK | Merck & Co. Inc. | +0.3% | +8.63% | Add |
| 4 | PNC | Pnc Financial Services Group | +0.3% | +21.32% | Add |
| 5 | RDVY | First Trust Rising Dividend | +0.2% | +9.67% | Add |
| 6 | MSGS | Madison Square Garden Sports | +0.2% | +9.12% | Add |
| 7 | LMBS | First Trust Low Duration Opp | +0.2% | +23.75% | Add |
| 8 | AAPL | Apple Inc | +0.2% | +1.95% | Add |
| 9 | AMGN | Amgen Inc | +0.2% | +1.99% | Add |
| 10 | PEP | Pepsico Inc | +0.2% | +15.73% | Add |
| 11 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +32.49% | Add |
| 12 | BP | Bp Plc-spons Adr | +0.2% | +23.71% | Add |
| 13 | C | Citigroup Inc | +0.2% | +0.17% | Add |
| 14 | MS | Morgan Stanley | +0.2% | +1.86% | Add |
| 15 | EOG | Eog Resources Inc | +0.1% | +25.56% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | +33.45% | Add |
| 17 | AXP | American Express Co | +0.1% | -0.92% | Trim |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -0.11% | Trim |
| 19 | VCIT | Vanguard Int-term Corporate | +0.1% | +31.42% | Add |
| 20 | GHC | Graham Holdings Co-class B | +0.1% | +18.08% | Add |
| 21 | PSLV | Sprott Physical Silver Trust | +0.1% | — | Unchanged |
| 22 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +29.05% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +3.52% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +3.20% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | +1.51% | Add |
| 26 | JNJ | Johnson & Johnson | +0.1% | -0.94% | Trim |
| 27 | LNC | Lincoln National CORP | +0.1% | +0.52% | Add |
| 28 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +17.97% | Add |
| 29 | RTX | Rtx CORP | +0.1% | -1.53% | Trim |
| 30 | WMT | Walmart Inc | +0.1% | -0.92% | Trim |
| 31 | GLW | Corning Inc | 0% | +0.06% | Add |
| 32 | MRVL | Marvell Technology Inc | 0% | +5.20% | Add |
| 33 | PCAR | Paccar Inc | 0% | -1.69% | Trim |
| 34 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 35 | IBM | Intl Business Machines CORP | 0% | -1.11% | Trim |
| 36 | T | At&t Inc | -0.2% | -0.40% | Trim |
| 37 | BMY | Bristol-myers Squibb Co | -0.2% | -35.66% | Trim |
| 38 | WRB | Wr Berkley CORP | -0.2% | -0.32% | Trim |
| 39 | MDT | Medtronic plc | -0.3% | -45.21% | Trim |
| 40 | VZ | Verizon Communications Inc | -0.3% | -30.88% | Trim |
| 41 | FUMB | First Trust Ultra Short Dur | -0.3% | -13.27% | Trim |
| 42 | WSM | Williams-sonoma Inc | -0.4% | -2.70% | Trim |
| 43 | MSFT | Microsoft CORP | -0.4% | -1.56% | Trim |
| 44 | DIS | Walt Disney Co/the | -0.4% | -25.37% | Trim |
| 45 | ORCL | Oracle CORP | -0.9% | +0.08% | Add |
| 46 | TGT | Target CORP | — | EXIT | Sold out |
| 47 | TPL | Texas Pacific Land CORP | — | NEW | New buy |
| 48 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 49 | URI | United Rentals Inc | — | EXIT | Sold out |
| 50 | TXN | Texas Instruments Inc | — | 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 Q4 2025.
During Q4 2025, Insight Inv LLC's top holdings by market value included AAPL (4.9%)、GOOGL (3.4%)、RDVY (2.9%). The largest single position, AAPL, represented 4.9% 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, GOOGL, RDVY) accounted for 13.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
TPL
市值: $542.8K
Top Position Liquidated / Trimmed
TGT
前期市值: $716.7K
In Q4 2025, Insight Inv LLC made 48 total portfolio adjustments, initiating 2 new buys, adding to 27 positions, trimming 16 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.
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