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
$210.4M
$210.4M
109 檔
23.4%
According to the latest 13F quarterly dataset, Insight Inv LLC managed an equity portfolio of $210.4M at the end of Q2 2026, spanning 109 distinct U.S. exchange-listed positions.
In Q2 2026, Insight Inv LLC adopted a defensive or profit-taking posture, trimming 53 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | Stock-Tech | 6.21% | -0.70% | -3.28% | |
| 2 | AMAT | Applied Materials Inc | Stock-Tech | 4.72% | -1.36% | -2.84% | |
| 3 | GLW | Corning Inc | Stock-Tech | 4.64% | -1.83% | -3.98% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.28% | +0.65% | -1.75% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 3.35% | -0.11% | +2.01% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.10% | -0.11% | -3.18% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 2.20% | -0.17% | -2.46% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | +0.04% | -0.29% | |
| 9 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.05% | -0.03% | -3.39% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 2.02% | -0.17% | +0.36% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | +0.17% | +0.45% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | +0.94% | -1.46% | |
| 13 | MS | Morgan Stanley | Stock-Financials | 1.89% | -0.18% | +1.35% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.88% | -0.09% | -0.21% | |
| 15 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.85% | — | +1.57% | |
| 16 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.79% | -0.01% | -1.56% | |
| 17 | C | Citigroup Inc | Stock-Financials | 1.78% | -0.13% | -0.20% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.72% | -0.13% | -1.24% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.59% | +0.07% | +0.16% | |
| 20 | ALL | Allstate CORP | Stock-Financials | 1.53% | -0.09% | -0.20% | |
| 21 | GD | General Dynamics CORP | Stock-Industrials | 1.51% | -0.06% | -0.49% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.51% | -0.07% | +2.73% | |
| 23 | PNC | Pnc Financial Services Group | Stock-Financials | 1.50% | -0.14% | +0.83% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.49% | +0.26% | -0.48% | |
| 25 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.48% | +0.03% | +20.65% | |
| 26 | EOG | Eog Resources Inc | Stock-Energy | 1.47% | +0.14% | +2.36% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 1.47% | +0.12% | -1.29% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.46% | -0.17% | -0.64% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.45% | +0.07% | -0.45% | |
| 30 | WRB | Wr Berkley CORP | Stock-Financials | 1.35% | +0.01% | +9.68% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.35% | +0.01% | -3.83% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.35% | +0.51% | -0.12% | |
| 33 | INTC | Intel CORP | Stock-Tech | 1.35% | -0.18% | -6.92% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.30% | +0.12% | +2.21% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | +0.09% | +8.67% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.24% | +0.17% | -2.28% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 1.23% | +0.12% | +0.23% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 1.18% | +0.17% | +1.54% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.18% | +0.07% | +8.34% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.14% | +0.28% | +11.79% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.04% | +0.01% | +282.66% | |
| 42 | FUMB | First Trust Ultra Short Dur | ETF-Other | 1.03% | -0.02% | -0.41% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.03% | +0.03% | — | |
| 44 | PCAR | Paccar Inc | Stock-Industrials | 0.96% | -0.07% | -1.45% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | -0.03% | -2.78% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.91% | +0.08% | +7.33% | |
| 47 | BP | Bp Plc-spons Adr | Stock-Energy | 0.91% | +0.18% | -1.51% | |
| 48 | FSMB | First Trust Short Dur Manag | ETF-Other | 0.86% | +0.02% | +5.39% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.80% | -0.07% | -1.86% | |
| 50 | LNC | Lincoln National CORP | Stock-Financials | 0.80% | +0.22% | -1.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | +3.7% | -3.28% | Trim |
| 2 | AMAT | Applied Materials Inc | +2.1% | -2.84% | Trim |
| 3 | GLW | Corning Inc | +1.7% | -3.98% | Trim |
| 4 | INTC | Intel CORP | +0.8% | -6.92% | Trim |
| 5 | CSCO | Cisco Systems Inc | +0.5% | -2.46% | Trim |
| 6 | QCOM | Qualcomm Inc | +0.3% | -1.29% | Trim |
| 7 | MS | Morgan Stanley | +0.2% | +1.35% | Add |
| 8 | PANW | Palo Alto Networks Inc | +0.2% | NEW | New buy |
| 9 | RDVY | First Trust Rising Dividend | +0.1% | +2.01% | Add |
| 10 | WSM | Williams-sonoma Inc | +0.1% | -3.39% | Trim |
| 11 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 12 | CMI | Cummins Inc | +0.1% | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.18% | Trim |
| 14 | C | Citigroup Inc | +0.1% | -0.20% | Trim |
| 15 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 16 | MSGS | Madison Square Garden Sports | +0.1% | -1.56% | Trim |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 18 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +8.34% | Add |
| 19 | LMBS | First Trust Low Duration Opp | +0.1% | +20.65% | Add |
| 20 | CVS | Cvs Health CORP | +0.1% | -9.10% | Trim |
| 21 | PNC | Pnc Financial Services Group | 0% | +0.83% | Add |
| 22 | UFOX | Defiance Connective Tech ETF | 0% | — | Unchanged |
| 23 | AVGO | Broadcom Inc | 0% | -2.50% | Trim |
| 24 | IBM | Intl Business Machines CORP | 0% | +0.36% | Add |
| 25 | WRB | Wr Berkley CORP | 0% | +9.68% | Add |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | 0% | — | Unchanged |
| 27 | SDY | Ss Spdr S&p Dividend ETF | 0% | NEW | New buy |
| 28 | IWO | Ishares Russell 2000 Growth | 0% | — | Unchanged |
| 29 | BNY | Bank Of New York Mellon CORP | — | -2.48% | Trim |
| 30 | ABBV | Abbvie Inc | — | +0.53% | Add |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | — | — | Unchanged |
| 32 | NVDA | Nvidia CORP | — | +0.63% | Add |
| 33 | IWS | Ishares Russell Mid-cap Valu | — | — | Unchanged |
| 34 | IJR | Ishares Core S&p Small-cap E | — | -5.51% | Trim |
| 35 | IVW | Ishares S&p 500 Growth ETF | — | — | Unchanged |
| 36 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 37 | VUG | Vanguard Growth ETF | — | +500.00% | Add |
| 38 | VO | Vanguard Mid-cap ETF | — | +300.00% | Add |
| 39 | IWN | Ishares Russell 2000 Value E | — | — | Unchanged |
| 40 | IVE | Ishares S&p 500 Value ETF | — | — | Unchanged |
| 41 | VONV | Vanguard Russell 1000 Value | — | — | Unchanged |
| 42 | IWP | Ishares Russell Mid-cap Grow | — | — | Unchanged |
| 43 | FTXN | First Trust Nasdaq Oil & Gas | — | — | Unchanged |
| 44 | IWM | Ishares Russell 2000 ETF | — | — | Unchanged |
| 45 | SCHH | Schwab US Reit ETF | — | NEW | New buy |
| 46 | SCHA | Schwab US Small-cap ETF | — | — | Unchanged |
| 47 | IYZ | Ishares US Telecommunication | — | +7.41% | Add |
| 48 | FTSM | First Trust Enh Short Mat Fd | — | — | Unchanged |
| 49 | AMZN | Amazon.com Inc | 0% | +0.45% | Add |
| 50 | GOOG | Alphabet Inc-cl C | 0% | -7.28% | Trim |
According to official SEC Form 13F filings, Insight Inv LLC reported a total U.S. public equity portfolio value of $210.4M across 109 disclosed positions in Q2 2026.
During Q2 2026, Insight Inv LLC's top holdings by market value included MRVL (6.2%)、AMAT (4.7%)、GLW (4.6%). The largest single position, MRVL, represented 6.2% 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.
In terms of portfolio concentration, the top 5 core holdings (including MRVL, AMAT, GLW) accounted for 23.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
PANW
市值: $384.7K
Top Position Liquidated / Trimmed
XOM
前期市值: $4.0M
In Q2 2026, Insight Inv LLC made 87 total portfolio adjustments, initiating 7 new buys, adding to 25 positions, trimming 53 holdings, and fully liquidating 2 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.