Insight Inv LLC
Sector Allocation
- Technology28.9%$60.8M
- Other17.1%$36.1M
- Financials15.1%$31.7M
- Consumer Discretionary8.2%$17.2M
- Industrials6.8%$14.3M
- Energy6.4%$13.5M
- Healthcare5.7%$12.0M
- Consumer Staples4.7%$9.8M
- Communication Services4.0%$8.4M
- Materials2.8%$5.9M
AUM History
13fpro.ai/research/fund/insight-inv-llc-1909322
Conviction and streaks
Diversifying · top 10 = 32.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
MRVL
$11.6MAAPL
$10.4MAMAT
$7.1M- FIRST$6.8M
GOOGL
$6.3MMSFT
$6.1MGLW
$5.9MAMZN
$4.5MJPM
$4.5MCSCO
$4.3MWSM
$4.2MCVX
$3.9MGHC
$3.9MXOM.R34088
$3.9MIBM
$3.9MAXP
$3.8MMSGS
$3.7MAMGN
$3.7MMS
$3.6MRTX
$3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/insight-inv-llc-1909322
Insight Inv LLC 13F holdings — Q3 2026
$210.4M portfolio (-0.8% QoQ) · 108 holdings · Q3 2026 13F · top 10 are 32% of the stock portfolio
$11.6M
5.5% of stocks
-0.7%This quarter-7.8%Since Q-end11+ qtrsHeld$10.4M
4.9% of stocks
-0.9%This quarter+4.2%Since Q-end11+ qtrsHeld$7.1M
3.4% of stocks
-0.2%This quarter-22.6%Since Q-end11+ qtrsHeld- 4
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$6.8M
3.2% of stocks
-0.6%This quarter—Since Q-end—HeldAIQuality—Est. buy— $6.3M
3.0% of stocks
-0.5%This quarter-7.0%Since Q-end11+ qtrsHeld$6.1M
2.9% of stocks
+6%This quarter+3.6%Since Q-end11+ qtrsHeld$5.9M
2.8% of stocks
-0.2%This quarter-17.9%Since Q-end11+ qtrsHeld$4.5M
2.2% of stocks
+3%This quarter+1.6%Since Q-end11+ qtrsHeld$4.5M
2.1% of stocks
-0.1%This quarter+1.5%Since Q-end11+ qtrsHeld$4.3M
2.0% of stocks
-0.1%This quarter+3.5%Since Q-end11+ qtrsHeld
All holdings — Insight Inv LLC (Q3 2026)
108 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | WILLIAMS SONOMA INC | Consumer Discretionary | $4.2M | 2.0% | 19K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CHEVRON CORP | Energy | $3.9M | 1.9% | 19K | +11% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Graham Holdings Co | Consumer Discretionary | $3.9M | 1.9% | 3,433 | -0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | EXXON MOBIL CORP | Energy | $3.9M | 1.9% | 24K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $3.9M | 1.9% | 18K | +16% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMERICAN EXPRESS CO | Financials | $3.8M | 1.8% | 12K | +6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Madison Square Garden Sports Corp. | Communication Services | $3.7M | 1.8% | 9,228 | -2% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AMGEN INC | Healthcare | $3.7M | 1.8% | 8,714 | -0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MORGAN STANLEY | Financials | $3.6M | 1.7% | 19K | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | RTX Corp | Industrials | $3.5M | 1.7% | 19K | +5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CITIGROUP INC | Financials | $3.5M | 1.6% | 27K | -0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | EOG RESOURCES INC | Energy | $3.4M | 1.6% | 25K | +2% | 11+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | QUALCOMM INC/DE | Technology | $3.3M | 1.6% | 18K | +8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Walmart Inc. | Consumer Staples | $3.3M | 1.6% | 32K | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JOHNSON & JOHNSON | Healthcare | $3.2M | 1.5% | 12K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $3.2M | 1.5% | 65K | +4% | |||
| 27 | $GD | GENERAL DYNAMICS CORP | Industrials | $3.0M | 1.4% | 9,177 | +1% | |||
| 28 | $ALL | ALLSTATE CORP | Financials | $3.0M | 1.4% | 14K | +0.3% | |||
| 29 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $3.0M | 1.4% | 39K | -3% | |||
| 30 | $PEP | PEPSICO INC | Consumer Staples | $3.0M | 1.4% | 24K | +16% | |||
| 31 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.0M | 1.4% | 21K | +25% | |||
| 32 | $MRK | Merck & Co., Inc. | Healthcare | $3.0M | 1.4% | 20K | — | |||
| 33 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.9M | 1.4% | 5,851 | +7% | |||
| 34 | $WRB | BERKLEY W R CORP | Financials | $2.9M | 1.4% | 42K | +4% | |||
| 35 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $2.9M | 1.4% | 13K | -0.3% | |||
| 36 | $JCI | Johnson Controls International plc | Industrials | $2.9M | 1.4% | 19K | -2% | |||
| 37 | $EMR | EMERSON ELECTRIC CO | Industrials | $2.8M | 1.4% | 18K | +0.5% | |||
| 38 | $ORCL | ORACLE CORP | Technology | $2.8M | 1.4% | 21K | +21% | |||
| 39 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.7M | 1.3% | 20K | -0.2% | |||
| 40 | — | ISHARES TR - MSCI USA QLT FCT | — | $2.6M | 1.3% | 12K | +4% | |||
| 41 | $INTC | INTEL CORP | Technology | $2.5M | 1.2% | 20K | -0.1% | |||
| 42 | $BP | BP PLC | Energy | $2.3M | 1.1% | 52K | -0.3% | |||
| 43 | — | ISHARES TR - RUS 1000 VAL ETF | — | $2.2M | 1.1% | 8,971 | — | |||
| 44 | — | ISHARES TR - RUS 1000 GRW ETF | — | $2.2M | 1.1% | 18K | -1% | |||
| 45 | $LNC | LINCOLN NATIONAL CORP | Financials | $2.1M | 1.0% | 53K | +12% | |||
| 46 | — | FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU | — | $2.1M | 1.0% | 107K | -1% | |||
| 47 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $2.1M | 1.0% | 64K | +5% | |||
| 48 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.9M | 0.9% | 2,699 | -6% | |||
| 49 | $PCAR | PACCAR INC | Industrials | $1.9M | 0.9% | 17K | — | |||
| 50 | — | FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN | — | $1.8M | 0.9% | 95K | +3% | |||
| 51 | $DIS | Walt Disney Co | Communication Services | $1.8M | 0.9% | 17K | +25% | |||
| 52 | — | ISHARES TR - MSCI USA MIN ETF | — | $1.6M | 0.7% | 16K | +3% | |||
| 53 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $1.5M | 0.7% | 20K | -5% | |||
| 54 | $T | AT&T INC. | Communication Services | $1.4M | 0.7% | 58K | — | |||
| 55 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.2M | 0.6% | 27K | +35% | |||
| 56 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.2M | 0.6% | 6,545 | — | |||
| 57 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.2M | 0.6% | 19K | +27% | |||
| 58 | $AVGO | Broadcom Inc. | Technology | $954K | 0.5% | 2,716 | -0.4% | |||
| 59 | $SO | SOUTHERN CO | Utilities | $722K | 0.3% | 8,705 | — | |||
| 60 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $707K | 0.3% | 3,274 | -1% | |||
| 61 | — | ISHARES TR - CORE S&P MCP ETF | — | $605K | 0.3% | 8,415 | — | |||
| 62 | $GOOG | Alphabet Inc. | Technology | $572K | 0.3% | 1,680 | -4% | |||
| 63 | $TPL | Texas Pacific Land Corp | Financials | $551K | 0.3% | 1,690 | — | |||
| 64 | $V | VISA INC. | Financials | $537K | 0.3% | 1,495 | — | |||
| 65 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $530K | 0.3% | 13K | -4% | |||
| 66 | $PSLV | Sprott Physical Silver Trust | Financials | $499K | 0.2% | 26K | — | |||
| 67 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $485K | 0.2% | 533 | — | |||
| 68 | $PANW | Palo Alto Networks Inc | Technology | $448K | 0.2% | 1,128 | — | |||
| 69 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $398K | 0.2% | 589 | -2% | |||
| 70 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $355K | 0.2% | 1,248 | -2% | |||
| 71 | — | ETF SER SOLUTIONS - DEFIANCE SPACE A | — | $354K | 0.2% | 4,160 | -0.2% | |||
| 72 | $ABBV | AbbVie Inc. | Healthcare | $343K | 0.2% | 1,310 | -1% | |||
| 73 | $RGLD | ROYAL GOLD INC | Financials | $330K | 0.2% | 1,400 | — | |||
| 74 | $NVDA | NVIDIA CORP | Technology | $330K | 0.2% | 1,443 | — | |||
| 75 | — | ISHARES TR - S&P MC 400VL ETF | — | $323K | 0.1% | 2,344 | — | |||
| 76 | $BNY | Bank of New York Mellon Corp | Financials | $319K | 0.1% | 2,205 | — | |||
| 77 | $IVZ | Invesco Ltd. | Financials | $283K | 0.1% | 5,205 | — | |||
| 78 | — | ISHARES TR - RUS MDCP VAL ETF | — | $282K | 0.1% | 1,752 | — | |||
| 79 | — | ISHARES TR - S&P MC 400GR ETF | — | $275K | 0.1% | 2,509 | — | |||
| 80 | $LH | LABCORP HOLDINGS INC. | Healthcare | $245K | 0.1% | 795 | -44% | |||
| 81 | — | ISHARES TR - CORE S&P SCP ETF | — | $233K | 0.1% | 1,716 | — | |||
| 82 | $MCD | MCDONALDS CORP | Consumer Discretionary | $220K | 0.1% | 951 | -3% | |||
| 83 | $ASML | ASML HOLDING NV | Technology | $214K | 0.1% | 118 | — | |||
| 84 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $211K | 0.1% | 1,715 | — | |||
| 85 | $URI | UNITED RENTALS, INC. | Industrials | $204K | 0.1% | 204 | -11% | |||
| 86 | $SKYD | Skydance Corp | Communication Services | $203K | 0.1% | 20K | — | |||
| 87 | — | ISHARES TR - CORE MSCI EAFE | — | $182K | 0.1% | 1,883 | — | |||
| 88 | — | ISHARES TR - CORE S&P500 ETF | — | $179K | 0.1% | 234 | — | |||
| 89 | — | ISHARES TR - SP SMCP600VL ETF | — | $159K | 0.1% | 1,238 | — | |||
| 90 | — | ISHARES TR - S&P 500 GRWT ETF | — | $158K | 0.1% | 1,113 | — | |||
| 91 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $135K | 0.1% | 585 | — | |||
| 92 | — | ISHARES TR - SELECT DIVID ETF | — | $123K | 0.1% | 812 | — | |||
| 93 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $121K | 0.1% | 1,338 | — | |||
| 94 | — | ISHARES TR - S&P 500 VAL ETF | — | $86K | 0.0% | 376 | — | |||
| 95 | — | ISHARES TR - S&P SML 600 GWT | — | $62K | 0.0% | 386 | -44% | |||
| 96 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $61K | 0.0% | 776 | — | |||
| 97 | — | ISHARES TR - RUS 2000 VAL ETF | — | $42K | 0.0% | 200 | — | |||
| 98 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $42K | 0.0% | 700 | — | |||
| 99 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $31K | 0.0% | 287 | — | |||
| 100 | — | ISHARES TR - RUS 2000 GRW ETF | — | $29K | 0.0% | 82 | — | |||
| 101 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $18K | 0.0% | 126 | — | |||
| 102 | — | ISHARES TR - RUS MD CP GR ETF | — | $10K | 0.0% | 76 | — | |||
| 103 | — | FIRST TR EXCHANGE TRADED FD - NASDQ OIL GAS | — | $8K | 0.0% | 201 | — | |||
| 104 | — | ISHARES TR - RUSSELL 2000 ETF | — | $5K | 0.0% | 19 | — | |||
| 105 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $1K | 0.0% | 45 | +25% | |||
| 106 | — | ISHARES TR - US TELECOM ETF | — | $1K | 0.0% | 30 | +3% | |||
| 107 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $617 | 0.0% | 28 | — | |||
| 108 | — | SPDR SERIES TRUST - ST STR SP REGBNK | — | $139 | 0.0% | 2 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 2 new, 27 added to, 37 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
first bought this quarter
- SPDR SERIES TRUST - ST STR SP REGBNK$139
first bought this quarter
Added to (27)
$PGPROCTER & GAMBLE Co+25%
now $3.0M · held 11+ qtrs, 3 adds in a row
now $3.9M · held 11+ qtrs
$ORCLORACLE CORP+21%
now $2.8M · held 11+ qtrs, 3 adds in a row
$PEPPEPSICO INC+16%
now $3.0M · held 11+ qtrs, 5 adds in a row
now $3.9M · held 11+ qtrs
$DISWalt Disney Co+25%
now $1.8M · held 11+ qtrs
+21 more in the Excel export
Trimmed (37)
$LHLABCORP HOLDINGS INC.-44%
now $245K · held 10 qtrs, 2 trims in a row
- VANGUARD INDEX FDS - S&P 500 ETF SHS-6%
now $1.9M
now $10.4M · held 11+ qtrs
now $3.7M · held 11+ qtrs, 2 trims in a row
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD-3%
now $3.0M
now $11.6M · held 11+ qtrs
+31 more in the Excel export
Holdings by quarter
Every 13F Insight Inv LLC has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Insight Inv?
Holdings as of Sep 30, 2026 (SEC filing). Prices are closing prices as of Oct 27, 2026.
Average quality of Insight Inv's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since quarter-end
-4.1%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 10% over the last 4
Top 10 weight
32%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Insight Inv LLC disclosed 108 positions worth $210.4M in its Form 13F-HR for Q3 2026, led by $MRVL (Marvell Technology, Inc.) at 5.5% of the equity portfolio, followed by $AAPL and $AMAT. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $XOM.R34088 and a full exit from $CVS. The portfolio is most concentrated in Technology (28.9% of disclosed assets). All figures are sourced directly from Insight Inv LLC’s Form 13F-HR filing with the SEC under CIK 1909322.
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AI-Powered Hedge Fund Analysis: Insight Inv LLC
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Every holding in Insight Inv LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.