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CIK: 0001909322
Total reported value
$212.1M
$212.1M
104 檔
14.0%
At the close of Q1 2026, Insight Inv LLC disclosed equity holdings valued at approximately $212.1M, spread across 104 reported holdings.
In Q1 2026, Insight Inv LLC adopted a defensive or profit-taking posture, trimming 48 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, RDVY, GOOGL) accounted for 14.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.44% | -0.16% | -0.28% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 3.21% | +0.14% | +14.06% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.99% | +0.11% | -0.27% | |
| 4 | GLW | Corning Inc | Stock-Tech | 2.99% | +1.65% | -4.52% | |
| 5 | AMAT | Applied Materials Inc | Stock-Tech | 2.67% | +2.05% | -1.49% | |
| 6 | MRVL | Marvell Technology Inc | Stock-Tech | 2.48% | +3.73% | +0.44% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.34% | +15.90% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.22% | -0.50% | -0.01% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.21% | -2.21% | EXIT | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.20% | -0.10% | +0.48% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 2.01% | +0.01% | +0.53% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | -0.01% | +0.75% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.96% | -0.61% | +1.41% | |
| 14 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.96% | -0.11% | +4.70% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.95% | -0.07% | -0.63% | |
| 16 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.93% | +0.12% | -2.53% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.88% | -0.29% | +0.71% | |
| 18 | EOG | Eog Resources Inc | Stock-Energy | 1.86% | -0.39% | +8.19% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.80% | -0.34% | +0.69% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.73% | +0.47% | +0.06% | |
| 21 | GD | General Dynamics CORP | Stock-Industrials | 1.71% | -0.20% | +1.62% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.71% | -0.20% | +28.40% | |
| 23 | MS | Morgan Stanley | Stock-Financials | 1.71% | +0.18% | -0.16% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.69% | -0.39% | +3.03% | |
| 25 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.69% | +0.10% | +0.98% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 1.69% | -0.20% | +0.38% | |
| 27 | C | Citigroup Inc | Stock-Financials | 1.67% | +0.11% | -0.62% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.62% | -0.17% | -0.39% | |
| 29 | ALL | Allstate CORP | Stock-Financials | 1.55% | -0.02% | +1.94% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.46% | -0.11% | +0.99% | |
| 31 | PNC | Pnc Financial Services Group | Stock-Financials | 1.46% | +0.04% | +1.43% | |
| 32 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.42% | +0.06% | +10.38% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.38% | -0.14% | +0.53% | |
| 34 | BP | Bp Plc-spons Adr | Stock-Energy | 1.36% | -0.45% | +2.47% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 1.35% | -0.17% | +2.44% | |
| 36 | WRB | Wr Berkley CORP | Stock-Financials | 1.34% | +0.01% | +7.08% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | -0.03% | +3.72% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 1.31% | -0.08% | +4.35% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 1.20% | +0.27% | +1.06% | |
| 40 | FUMB | First Trust Ultra Short Dur | ETF-Other | 1.20% | -0.17% | -16.67% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.17% | -0.03% | +5.51% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.10% | +0.08% | +51.49% | |
| 43 | PCAR | Paccar Inc | Stock-Industrials | 1.09% | -0.13% | +0.29% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.08% | -0.04% | -10.58% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.05% | -0.02% | -8.15% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.03% | +2.65% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.96% | -0.05% | +76.67% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.95% | -0.38% | +0.83% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.95% | -0.15% | +70.06% | |
| 50 | FSMB | First Trust Short Dur Manag | ETF-Other | 0.95% | -0.09% | -1.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.9% | -4.52% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.6% | -0.17% | Trim |
| 3 | AMAT | Applied Materials Inc | +0.6% | -1.49% | Trim |
| 4 | EOG | Eog Resources Inc | +0.6% | +8.19% | Add |
| 5 | CVX | Chevron CORP | +0.5% | +1.41% | Add |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.5% | +76.67% | Add |
| 7 | VCIT | Vanguard Int-term Corporate | +0.4% | +70.06% | Add |
| 8 | BP | Bp Plc-spons Adr | +0.4% | +2.47% | Add |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +28.40% | Add |
| 10 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +51.49% | Add |
| 11 | MRVL | Marvell Technology Inc | +0.3% | +0.44% | Add |
| 12 | MSGS | Madison Square Garden Sports | +0.3% | +0.98% | Add |
| 13 | RDVY | First Trust Rising Dividend | +0.3% | +14.06% | Add |
| 14 | JNJ | Johnson & Johnson | +0.2% | -0.39% | Trim |
| 15 | WMT | Walmart Inc | +0.2% | -0.01% | Trim |
| 16 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +30.44% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.2% | +0.53% | Add |
| 18 | PEP | Pepsico Inc | +0.1% | +3.03% | Add |
| 19 | TPL | Texas Pacific Land CORP | +0.1% | -10.58% | Trim |
| 20 | T | At&t Inc | +0.1% | +0.83% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +0.99% | Add |
| 22 | LMBS | First Trust Low Duration Opp | +0.1% | +10.38% | Add |
| 23 | AMGN | Amgen Inc | +0.1% | +0.38% | Add |
| 24 | VZ | Verizon Communications Inc | +0.1% | -0.19% | Trim |
| 25 | RTX | Rtx CORP | +0.1% | +0.71% | Add |
| 26 | INTC | Intel CORP | +0.1% | -2.33% | Trim |
| 27 | PG | Procter & Gamble Co/the | +0.1% | +5.51% | Add |
| 28 | TJX | Tjx Companies Inc | 0% | +0.69% | Add |
| 29 | PCAR | Paccar Inc | 0% | +0.29% | Add |
| 30 | SO | Southern Co/the | 0% | +0.85% | Add |
| 31 | BMY | Bristol-myers Squibb Co | 0% | -3.48% | Trim |
| 32 | COST | Costco Wholesale CORP | 0% | -1.66% | Trim |
| 33 | GD | General Dynamics CORP | 0% | +1.62% | Add |
| 34 | LH | Labcorp Holdings Inc | 0% | -0.26% | Trim |
| 35 | RGLD | Royal Gold Inc | 0% | -0.39% | Trim |
| 36 | EMR | Emerson Electric Co | 0% | +4.35% | Add |
| 37 | PSLV | Sprott Physical Silver Trust | — | — | Unchanged |
| 38 | UFOX | Defiance Connective Tech ETF | — | -8.76% | Trim |
| 39 | IJS | Ishares S&p Small-cap 600 Va | — | -2.29% | Trim |
| 40 | PRF | Invesco Rafi US 1000 ETF | — | — | Unchanged |
| 41 | FTXN | First Trust Nasdaq Oil & Gas | — | — | Unchanged |
| 42 | IWN | Ishares Russell 2000 Value E | — | — | Unchanged |
| 43 | IWO | Ishares Russell 2000 Growth | — | — | Unchanged |
| 44 | IYZ | Ishares US Telecommunication | — | +58.82% | Add |
| 45 | VONV | Vanguard Russell 1000 Value | — | — | Unchanged |
| 46 | IVE | Ishares S&p 500 Value ETF | — | — | Unchanged |
| 47 | VO | Vanguard Mid-cap ETF | — | +1.57% | Add |
| 48 | FTSM | First Trust Enh Short Mat Fd | — | — | Unchanged |
| 49 | SCHA | Schwab US Small-cap ETF | — | — | Unchanged |
| 50 | ALL | Allstate CORP | 0% | +1.94% | Add |
According to official SEC Form 13F filings, Insight Inv LLC reported a total U.S. public equity portfolio value of $212.1M across 104 disclosed positions in Q1 2026.
During Q1 2026, Insight Inv LLC's top holdings by market value included AAPL (4.4%)、RDVY (3.2%)、GOOGL (3.0%). The largest single position, AAPL, represented 4.4% of total portfolio value.
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Top Position Liquidated / Trimmed
CTSH
前期市值: $1.1M
In Q1 2026, Insight Inv LLC made 101 total portfolio adjustments, initiating 0 new buys, adding to 45 positions, trimming 48 holdings, and fully liquidating 8 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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