Insight Inv LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$182.7M

Reporting period: 2026-03-31 · Number of holdings: 104

Insight Inv LLC disclosed 104 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $182.7M and a quarterly turnover rate of 15.8%.

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Personality snowflake

Concentration: 7.18
Portfolio Stability: 15.78
Momentum/Contrarian: 100
Sector conviction: 57.36
Diversification: 100
Sizing Uniformity: 90.64

Recent moves

Add GLW
-4.5%　$1.8M
Add XOM
-0.2%　$1.2M
Add AMAT
-1.5%　$1.2M
Add EOG
+8.2%　$1.1M
Trim AXP
-0.6%　-$823.2K
Add CVX
+1.4%　$979.2K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	4.44%	-0.45%	-0.28%
2	RDVY	First Trust Rising Dividend	ETF-Other	3.21%	+0.28%	+14.06%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.99%	-0.36%	-0.27%
4	GLW	Corning INC	Stock-Tech	2.99%	+0.93%	-4.52%
5	AMAT	Applied Materials INC	Stock-Tech	2.67%	+0.58%	-1.49%
6	MRVL	Marvell Technology INC	Stock-Tech	2.48%	+0.31%	+0.44%
7	MSFT	Microsoft CORP	Stock-Tech	2.32%	-0.36%	+15.90%
8	WMT	Walmart INC	Stock-Consumer Staples	2.22%	+0.18%	-0.01%
9	XOM	Exxon Mobil CORP	Stock-Energy	2.21%	+0.60%	-0.17%
10	JPM	Jpmorgan Chase & Co	Stock-Financials	2.20%	-0.26%	+0.48%
11	IBM	Intl Business Machines CORP	Stock-Tech	2.01%	-0.49%	+0.53%
12	AMZN	Amazon.com INC	Stock-Consumer Disc	2.01%	-0.26%	+0.75%
13	CVX	Chevron CORP	Stock-Energy	1.96%	+0.50%	+1.41%
14	GHC	Graham Holdings Co-class B	Stock-Industrials	1.96%	—	+4.70%
15	AXP	American Express Co	Stock-Financials	1.95%	-0.51%	-0.63%
16	WSM	Williams-sonoma INC	Stock-Consumer Disc	1.93%	—	-2.53%
17	RTX	Rtx CORP	Stock-Industrials	1.88%	+0.06%	+0.71%
18	EOG	Eog Resources INC	Stock-Energy	1.86%	+0.58%	+8.19%
19	TJX	Tjx Companies INC	Stock-Consumer Disc	1.80%	—	+0.69%
20	CSCO	Cisco Systems INC	Stock-Tech	1.73%	—	+0.06%
21	GD	General Dynamics CORP	Stock-Industrials	1.71%	—	+1.62%
22	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	1.71%	+0.34%	+28.40%
23	MS	Morgan Stanley	Stock-Financials	1.71%	-0.18%	-0.16%
24	PEP	Pepsico INC	Stock-Consumer Staples	1.69%	+0.14%	+3.03%
25	MSGS	Madison Square Garden Sports	Stock-Comm Services	1.69%	+0.31%	+0.98%
26	AMGN	Amgen INC	Stock-Healthcare	1.69%	+0.09%	+0.38%
27	C	Citigroup INC	Stock-Financials	1.67%	—	-0.62%
28	JNJ	Johnson & Johnson	Stock-Healthcare	1.62%	+0.21%	-0.39%
29	ALL	Allstate CORP	Stock-Financials	1.55%	—	+1.94%
30	JNJ	Johnson & Johnson	Stock-Healthcare	1.46%	+0.10%	+0.99%
31	PNC	Pnc Financial Services Group	Stock-Financials	1.46%	—	+1.43%
32	LMBS	First Trust Low Duration Opp	ETF-Other	1.42%	+0.10%	+10.38%
33	MRK	Merck & Co. INC.	Stock-Healthcare	1.38%	+0.15%	+0.53%
34	BP	Bp Plc-spons Adr	Stock-Energy	1.36%	+0.35%	+2.47%
35	ORCL	Oracle CORP	Stock-Tech	1.35%	-0.44%	+2.44%
36	WRB	Wr Berkley CORP	Stock-Financials	1.34%	—	+7.08%
37	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.32%	—	+3.72%
38	EMR	Emerson Electric Co	Stock-Industrials	1.31%	—	+4.35%
39	QCOM	Qualcomm INC	Stock-Tech	1.20%	-0.42%	+1.06%
40	FUMB	First Trust Ultra Short Dur	ETF-Other	1.20%	-0.27%	-16.67%
41	PG	Procter & Gamble Co/the	Stock-Consumer Staples	1.17%	—	+5.51%
42	QUAL	Ishares Msci USA Quality Fac	ETF-Other	1.10%	+0.33%	+51.49%
43	PCAR	Paccar INC	Stock-Industrials	1.09%	—	+0.29%
44	IWF	Ishares Russell 1000 Growth	ETF-Other	1.08%	-0.30%	-10.58%
45	IWD	Ishares Russell 1000 Value E	ETF-Other	1.05%	—	-8.15%
46	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.96%	—	+2.65%
47	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.96%	+0.46%	+76.67%
48	T	At&t INC	Stock-Comm Services	0.95%	+0.12%	+0.83%
49	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.95%	+0.37%	+70.06%
50	FSMB	First Trust Short Dur Manag	ETF-Other	0.95%	—	-1.61%

1–50 of 104

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	104	$182.7M	16	1AAPL 2RDVY 3GOOGL Top holdings2026-03-31 1.AAPL 2.RDVY 3.GOOGL 4.GLW 5.AMAT 6.MRVL 7.MSFT 8.WMT 9.XOM 10.JPM
2025-12-31	112	$178.4M	13	1AAPL 2GOOGL 3RDVY Top holdings2025-12-31 1.AAPL 2.GOOGL 3.RDVY 4.MSFT 5.IBM 6.AXP 7.JPM 8.AMZN 9.MRVL 10.AMAT
2025-09-30	112	$170.3M	25	1AAPL 2MSFT 3GOOGL Top holdings2025-09-30 1.AAPL 2.MSFT 3.GOOGL 4.RDVY 5.ORCL 6.IBM 7.JPM 8.WSM 9.AXP 10.AMZN
2025-06-30	116	$149.1M	0	1AAPL 2MSFT 3RDVY Top holdings2025-06-30 1.AAPL 2.MSFT 3.RDVY 4.IBM 5.AMZN 6.JPM 7.AXP 8.ORCL 9.WSM 10.WMT
2025-03-31	133	$145.4M	0	1AAPL 2RDVY 3MSFT Top holdings2025-03-31 1.AAPL 2.RDVY 3.MSFT 4.IBM 5.AMZN 6.WSM 7.JPM 8.AXP 9.WMT 10.CVX
2024-12-31	124	$143.6M	0	1AAPL 2MSFT 3AMZN Top holdings2024-12-31 1.AAPL 2.MSFT 3.AMZN 4.WSM 5.MRVL 6.AXP 7.RDVY 8.GOOGL 9.IBM 10.JPM
2024-09-30	89	$119.2M	0	1AAPL 2MSFT 3WSM Top holdings2024-09-30 1.AAPL 2.MSFT 3.WSM 4.AXP 5.AMZN 6.IBM 7.ORCL 8.QCOM 9.JPM 10.GOOGL
2024-06-30	88	$115.8M	0	1AAPL 2MSFT 3WSM Top holdings2024-06-30 1.AAPL 2.MSFT 3.WSM 4.QCOM 5.AMZN 6.GOOGL 7.AXP 8.AMAT 9.JPM 10.MRVL
2024-03-31	89	$115.2M	0	1AAPL 2WSM 3MSFT Top holdings2024-03-31 1.AAPL 2.WSM 3.MSFT 4.AMZN 5.QCOM 6.AXP 7.JPM 8.IBM 9.MRVL 10.AMAT
2023-12-31	87	$102.1M	0	1AAPL 2MSFT 3WSM Top holdings2023-12-31 1.AAPL 2.MSFT 3.WSM 4.AMZN 5.QCOM 6.JPM 7.IBM 8.AXP 9.CVX 10.GOOGL
2023-09-30	86	$90.3M	0	1AAPL 2MSFT 3CVX Top holdings2023-09-30 1.AAPL 2.MSFT 3.CVX 4.GOOGL 5.VCSH 6.WSM 7.AMZN 8.AMGN 9.JPM 10.IBM
2023-06-30	88	$97.2M	0	1AAPL 2MSFT 3CVX Top holdings2023-06-30 1.AAPL 2.MSFT 3.CVX 4.MRVL 5.VCSH 6.AXP 7.AMZN 8.PEP 9.ORCL 10.XOM
2023-03-31	88	$92.7M	0	1AAPL 2MSFT 3CVX Top holdings2023-03-31 1.AAPL 2.MSFT 3.CVX 4.XOM 5.PEP 6.VCSH 7.AXP 8.QCOM 9.MRK 10.CSCO
2022-12-31	97	$99.1M	0	1AAPL 2CVX 3VCSH Top holdings2022-12-31 1.AAPL 2.CVX 3.VCSH 4.MRK 5.MSFT 6.PEP 7.XOM 8.AMGN 9.GD 10.JNJ
2022-09-30	99	$90.2M	0	1AAPL 2VCSH 3MSFT Top holdings2022-09-30 1.AAPL 2.VCSH 3.MSFT 4.CVX 5.CVS 6.PEP 7.MRK 8.BMY 9.JNJ 10.AMGN
2022-06-30	163	$99.1M	0	1AAPL 2VCSH 3MSFT Top holdings2022-06-30 1.AAPL 2.VCSH 3.MSFT 4.CVX 5.BMY 6.PEP 7.MRK 8.JNJ 9.AMGN 10.CVS
2022-03-31	100	$110.1M	0	1AAPL 2VCSH 3MSFT Top holdings2022-03-31 1.AAPL 2.VCSH 3.MSFT 4.CVX 5.MRVL 6.PEP 7.CVS 8.GOOGL 9.AXP 10.CSCO
2021-12-31	104	$108.8M	0	1AAPL 2VCSH 3MSFT Top holdings2021-12-31 1.AAPL 2.VCSH 3.MSFT 4.MRVL 5.QCOM 6.GOOGL 7.PFE 8.CSCO 9.CVS 10.PEP

Holding changes this quarter

Insight Inv LLC's most significant position changes for 2026-03-31: Sold out: Cognizant Tech Solutions-a (CTSH); Sold out: Fair Isaac CORP (FICO); Sold out: Ishrs Short Mat Muni Act ETF (MEAR); Sold out: Palo Alto Networks INC (PANW); Sold out: Ss Spdr P S&p 500 Growth ETF (SPYG).

Position changes disclosed by Insight Inv LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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	HD	Home Depot INC	-0.1%	-25.71%	Trim
27	IEFA	Ishares Core Msci Eafe ETF	-0.1%	-45.97%	Trim
28	GOOG	Alphabet Inc-cl C	-0.1%	-23.81%	Trim
29	ELV	Elevance Health INC	-0.1%	-11.71%	Trim
30	MDT	Medtronic plc	-0.2%	-34.98%	Trim
31	CVS	Cvs Health CORP	-0.2%	-22.29%	Trim
32	DIS	Walt Disney Co/the	-0.2%	-2.45%	Trim
33	MS	Morgan Stanley	-0.2%	-0.16%	Trim
34	LNC	Lincoln National CORP	-0.3%	+0.94%	Add
35	AMZN	Amazon.com INC	-0.3%	+0.75%	Add
36	JPM	Jpmorgan Chase & Co	-0.3%	+0.48%	Add
37	FUMB	First Trust Ultra Short Dur	-0.3%	-16.67%	Trim
38	IWF	Ishares Russell 1000 Growth	-0.3%	-10.58%	Trim
39	MSFT	Microsoft CORP	-0.4%	+15.90%	Add
40	GOOGL	Alphabet Inc-cl A	-0.4%	-0.27%	Trim
41	QCOM	Qualcomm INC	-0.4%	+1.06%	Add
42	ORCL	Oracle CORP	-0.4%	+2.44%	Add
43	AAPL	Apple INC	-0.5%	-0.28%	Trim
44	IBM	Intl Business Machines CORP	-0.5%	+0.53%	Add
45	AXP	American Express Co	-0.5%	-0.63%	Trim
46	CTSH	Cognizant Tech Solutions-a	—	EXIT	Sold out
47	FICO	Fair Isaac CORP	—	EXIT	Sold out
48	MEAR	Ishrs Short Mat Muni Act ETF	—	EXIT	Sold out
49	PANW	Palo Alto Networks INC	—	EXIT	Sold out
50	SPYG	Ss Spdr P S&p 500 Growth ETF	—	EXIT	Sold out

FAQ

What is Insight Inv LLC and what type of investor is it?

Insight Inv LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $182.7M, spread across 104 disclosed positions.

What are Insight Inv LLC's largest equity positions?

Based on the latest 13F filing, Insight Inv LLC's top holdings by market value are: 1. Apple INC (AAPL) — $8.1M (4.4%) 2. First Trust Rising Dividend (RDVY) — $5.9M (3.2%) 3. Alphabet Inc-cl A (GOOGL) — $5.5M (3.0%) 4. Corning INC (GLW) — $5.5M (3.0%) 5. Applied Materials INC (AMAT) — $4.9M (2.7%)

What changes did Insight Inv LLC make in its most recent portfolio filing?

In the latest reported quarter, Insight Inv LLC made 50 notable position adjustments: 0 new positions were initiated, 25 existing holdings were added to, 20 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Cognizant Tech Solutions-a (CTSH); Sold out: Fair Isaac CORP (FICO); Sold out: Ishrs Short Mat Muni Act ETF (MEAR); Sold out: Palo Alto Networks INC (PANW); Sold out: Ss Spdr P S&p 500 Growth ETF (SPYG)

What sectors does Insight Inv LLC focus on?

Insight Inv LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 34.3% • Financials: 16.1% • Health Care: 13.6% • Communication Services: 9.9% • Consumer Staples: 9.5% • Energy: 7.4%