Insight Inv LLC
Sector Allocation
- Technology29.7%$63.0M
- Other17.3%$36.7M
- Financials15.3%$32.5M
- Consumer Discretionary8.4%$17.8M
- Industrials6.9%$14.6M
- Healthcare5.8%$12.2M
- Materials4.6%$9.8M
- Consumer Staples4.4%$9.3M
- Energy3.7%$7.9M
- Communication Services3.5%$7.4M
AUM History
13fpro.ai/research/fund/insight-inv-llc-1909322
Conviction and streaks
Concentrating · top 10 = 34.7%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 — Q2 2026
MRVL
$13.2MAMAT
$10.0MGLW
$9.8MAAPL
$9.1M- FIRST$7.1M
GOOGL
$6.6MCSCO
$4.7MJPM
$4.5MWSM
$4.4MIBM
$4.3MAMZN
$4.2MMSFT
$4.2MMS
$4.0MAXP
$4.0MGHC
$3.9MMSGS
$3.8MC
$3.8MWMT
$3.7MRTX
$3.4MALL
$3.2M
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 — Q2 2026
$212.1M portfolio (+16.1% QoQ) · 109 holdings · Q2 2026 13F · top 10 are 35% of the stock portfolio
$13.2M
6.2% of stocks
-3%This quarter+20.4%Since filed10+ qtrsHeld$10.0M
4.7% of stocks
-3%This quarter-27.7%Since filed10+ qtrsHeldAIQuality71.6#175Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$9.8M
4.6% of stocks
-4%This quarter-12.9%Since filed10+ qtrsHeld$9.1M
4.3% of stocks
-2%This quarter+3.3%Since filed10+ qtrsHeld- 5
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$7.1M
3.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $6.6M
3.1% of stocks
-3%This quarter-1.5%Since filed10+ qtrsHeld$4.7M
2.2% of stocks
-2%This quarter-3.4%Since filed10+ qtrsHeld$4.5M
2.1% of stocks
-0.3%This quarter-5.4%Since filed10+ qtrsHeld$4.4M
2.0% of stocks
-3%This quarter+10.2%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$4.3M
2.0% of stocks
+0.4%This quarter+18.3%Since filed10+ qtrsHeld
All holdings — Insight Inv LLC (Q2 2026)
109 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 | AMAZON COM INC | Consumer Discretionary | $4.2M | 2.0% | 18K | +0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | MICROSOFT CORP | Technology | $4.2M | 2.0% | 11K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MORGAN STANLEY | Financials | $4.0M | 1.9% | 19K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMERICAN EXPRESS CO | Financials | $4.0M | 1.9% | 12K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Graham Holdings Co | Consumer Discretionary | $3.9M | 1.9% | 3,438 | +2% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Madison Square Garden Sports Corp. | Communication Services | $3.8M | 1.8% | 9,453 | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CITIGROUP INC | Financials | $3.8M | 1.8% | 27K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Walmart Inc. | Consumer Staples | $3.7M | 1.7% | 32K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | RTX Corp | Industrials | $3.4M | 1.6% | 18K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ALLSTATE CORP | Financials | $3.2M | 1.5% | 14K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | GENERAL DYNAMICS CORP | Industrials | $3.2M | 1.5% | 9,067 | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $3.2M | 1.5% | 40K | +3% | — | — | 13F |
| 23 | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $3.2M | 1.5% | 13K | +0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AMGEN INC | Healthcare | $3.2M | 1.5% | 8,724 | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $3.1M | 1.5% | 63K | +21% | — | — | 13F |
| 26 | $EOG | EOG RESOURCES INC | Energy | $3.1M | 1.5% | 24K | +2% | |||
| 27 | $QCOM | QUALCOMM INC/DE | Technology | $3.1M | 1.5% | 17K | -1% | |||
| 28 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $3.1M | 1.5% | 20K | -0.6% | |||
| 29 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.1M | 1.4% | 12K | -0.5% | |||
| 30 | $WRB | BERKLEY W R CORP | Financials | $2.9M | 1.4% | 41K | +10% | |||
| 31 | $JCI | Johnson Controls International plc | Industrials | $2.9M | 1.4% | 20K | -4% | |||
| 32 | $CVX | CHEVRON CORP | Energy | $2.9M | 1.4% | 17K | -0.1% | |||
| 33 | $INTC | INTEL CORP | Technology | $2.9M | 1.4% | 20K | -7% | |||
| 34 | $PEP | PEPSICO INC | Consumer Staples | $2.8M | 1.3% | 20K | +2% | |||
| 35 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.7M | 1.3% | 5,451 | +9% | |||
| 36 | $MRK | Merck & Co., Inc. | Healthcare | $2.6M | 1.2% | 20K | -2% | |||
| 37 | $EMR | EMERSON ELECTRIC CO | Industrials | $2.6M | 1.2% | 18K | +0.2% | |||
| 38 | $ORCL | ORACLE CORP | Technology | $2.5M | 1.2% | 17K | +2% | |||
| 39 | — | ISHARES TR - MSCI USA QLT FCT | — | $2.5M | 1.2% | 11K | +8% | |||
| 40 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.4M | 1.1% | 16K | +12% | |||
| 41 | — | ISHARES TR - RUS 1000 GRW ETF | — | $2.2M | 1.0% | 18K | +283% | |||
| 42 | — | FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU | — | $2.2M | 1.0% | 108K | -0.4% | |||
| 43 | — | ISHARES TR - RUS 1000 VAL ETF | — | $2.2M | 1.0% | 8,971 | — | |||
| 44 | $PCAR | PACCAR INC | Industrials | $2.0M | 1.0% | 17K | -1% | |||
| 45 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.0M | 0.9% | 2,864 | -3% | |||
| 46 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.9M | 0.9% | 61K | +7% | |||
| 47 | $BP | BP PLC | Energy | $1.9M | 0.9% | 52K | -2% | |||
| 48 | — | FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN | — | $1.8M | 0.9% | 91K | +5% | |||
| 49 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $1.7M | 0.8% | 21K | -2% | |||
| 50 | $LNC | LINCOLN NATIONAL CORP | Financials | $1.7M | 0.8% | 48K | -2% | |||
| 51 | — | ISHARES TR - MSCI USA MIN ETF | — | $1.5M | 0.7% | 16K | -11% | |||
| 52 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.4M | 0.7% | 6,545 | -0.9% | |||
| 53 | $DIS | Walt Disney Co | Communication Services | $1.3M | 0.6% | 14K | -2% | |||
| 54 | $T | AT&T INC. | Communication Services | $1.2M | 0.6% | 58K | -3% | |||
| 55 | $AVGO | Broadcom Inc. | Technology | $1.0M | 0.5% | 2,726 | -3% | |||
| 56 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $853K | 0.4% | 20K | -3% | |||
| 57 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $848K | 0.4% | 15K | -4% | |||
| 58 | $CVS | CVS HEALTH Corp | Healthcare | $839K | 0.4% | 8,115 | -9% | |||
| 59 | $SO | SOUTHERN CO | Utilities | $833K | 0.4% | 8,705 | -2% | |||
| 60 | $TPL | Texas Pacific Land Corp | Financials | $740K | 0.3% | 1,690 | — | |||
| 61 | — | VANGUARD INDEX FDS - VALUE ETF | — | $721K | 0.3% | 3,309 | -10% | |||
| 62 | — | ISHARES TR - CORE S&P MCP ETF | — | $649K | 0.3% | 8,415 | -1% | |||
| 63 | $ELV | Elevance Health, Inc. | Healthcare | $626K | 0.3% | 1,618 | -24% | |||
| 64 | $GOOG | Alphabet Inc. | Technology | $617K | 0.3% | 1,745 | -7% | |||
| 65 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $589K | 0.3% | 14K | — | |||
| 66 | $V | VISA INC. | Financials | $513K | 0.2% | 1,495 | — | |||
| 67 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $499K | 0.2% | 533 | — | |||
| 68 | $PSLV | Sprott Physical Silver Trust | Financials | $486K | 0.2% | 26K | — | |||
| 69 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $448K | 0.2% | 1,271 | -0.7% | |||
| 70 | — | ETF SER SOLUTIONS - DEFIANCE SPACE A | — | $396K | 0.2% | 4,167 | — | |||
| 71 | $LH | LABCORP HOLDINGS INC. | Healthcare | $395K | 0.2% | 1,410 | -64% | |||
| 72 | $PANW | Palo Alto Networks Inc | Technology | $385K | 0.2% | 1,128 | New | |||
| 73 | — | ISHARES TR - S&P MC 400VL ETF | — | $346K | 0.2% | 2,344 | -14% | |||
| 74 | $ABBV | AbbVie Inc. | Healthcare | $334K | 0.2% | 1,328 | +0.5% | |||
| 75 | $BNY | Bank of New York Mellon Corp | Financials | $319K | 0.1% | 2,205 | -2% | |||
| 76 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $301K | 0.1% | 600 | — | |||
| 77 | — | ISHARES TR - S&P MC 400GR ETF | — | $295K | 0.1% | 2,509 | — | |||
| 78 | $NVDA | NVIDIA CORP | Technology | $289K | 0.1% | 1,443 | +0.6% | |||
| 79 | — | ISHARES TR - RUS MDCP VAL ETF | — | $288K | 0.1% | 1,752 | — | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $281K | 0.1% | 5,205 | — | |||
| 81 | $RGLD | ROYAL GOLD INC | Financials | $279K | 0.1% | 1,400 | -8% | |||
| 82 | $MCD | MCDONALDS CORP | Consumer Discretionary | $265K | 0.1% | 982 | -1% | |||
| 83 | $URI | UNITED RENTALS, INC. | Industrials | $258K | 0.1% | 228 | New | |||
| 84 | — | ISHARES TR - CORE S&P SCP ETF | — | $255K | 0.1% | 1,716 | -6% | |||
| 85 | $CMI | CUMMINS INC | Industrials | $250K | 0.1% | 350 | New | |||
| 86 | $ASML | ASML HOLDING NV | Technology | $235K | 0.1% | 118 | New | |||
| 87 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $204K | 0.1% | 1,715 | New | |||
| 88 | $SKYD | Skydance Corp | Communication Services | $194K | 0.1% | 20K | -4% | |||
| 89 | — | ISHARES TR - CORE MSCI EAFE | — | $182K | 0.1% | 1,883 | -27% | |||
| 90 | — | ISHARES TR - CORE S&P500 ETF | — | $175K | 0.1% | 234 | — | |||
| 91 | — | ISHARES TR - SP SMCP600VL ETF | — | $169K | 0.1% | 1,238 | -19% | |||
| 92 | — | ISHARES TR - S&P 500 GRWT ETF | — | $153K | 0.1% | 1,113 | — | |||
| 93 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $142K | 0.1% | 585 | -41% | |||
| 94 | — | ISHARES TR - SELECT DIVID ETF | — | $127K | 0.1% | 812 | — | |||
| 95 | — | ISHARES TR - S&P SML 600 GWT | — | $124K | 0.1% | 692 | — | |||
| 96 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $115K | 0.1% | 1,338 | +500% | |||
| 97 | — | ISHARES TR - S&P 500 VAL ETF | — | $85K | 0.0% | 376 | — | |||
| 98 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $63K | 0.0% | 776 | +300% | |||
| 99 | — | ISHARES TR - RUS 2000 VAL ETF | — | $44K | 0.0% | 200 | — | |||
| 100 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $42K | 0.0% | 700 | — | |||
| 101 | — | ISHARES TR - RUS 2000 GRW ETF | — | $32K | 0.0% | 82 | — | |||
| 102 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $31K | 0.0% | 287 | — | |||
| 103 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $19K | 0.0% | 126 | New | |||
| 104 | — | ISHARES TR - RUS MD CP GR ETF | — | $11K | 0.0% | 76 | — | |||
| 105 | — | FIRST TR EXCHANGE TRADED FD - NASDQ OIL GAS | — | $7K | 0.0% | 201 | — | |||
| 106 | — | ISHARES TR - RUSSELL 2000 ETF | — | $6K | 0.0% | 19 | — | |||
| 107 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $1K | 0.0% | 36 | — | |||
| 108 | — | ISHARES TR - US TELECOM ETF | — | $1K | 0.0% | 29 | +7% | |||
| 109 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $663 | 0.0% | 28 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 25 added to, 53 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$PANWPalo Alto Networks Inc$385K
first bought this quarter
$URIUNITED RENTALS, INC.$258K
first bought this quarter
$CMICUMMINS INC$250K
first bought this quarter
$ASMLASML HOLDING NV$235K
first bought this quarter
- SPDR SERIES TRUST - ST STR P500GRW$204K
first bought this quarter
- SPDR SERIES TRUST - ST STR SP DIV$19K
first bought this quarter
+1 more in the Excel export
Added to (25)
- ISHARES TR - RUS 1000 GRW ETF+283%
now $2.2M
- FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT+21%
now $3.1M
$PGPROCTER & GAMBLE Co+12%
now $2.4M · held 10+ qtrs, 2 adds in a row
$WRBBERKLEY W R CORP+10%
now $2.9M · held 10+ qtrs, 2 adds in a row
$BRK.BBERKSHIRE HATHAWAY INC+9%
now $2.7M · held 10+ qtrs, 4 adds in a row
- ISHARES TR - MSCI USA QLT FCT+8%
now $2.5M
+19 more in the Excel export
Trimmed (53)
$LHLABCORP HOLDINGS INC.-64%
now $395K · held 9 qtrs
now $13.2M · held 10+ qtrs
now $9.8M · held 10+ qtrs, 2 trims in a row
now $10.0M · held 10+ qtrs, 2 trims in a row
now $6.6M · held 10+ qtrs
$INTCINTEL CORP-7%
now $2.9M · held 10+ qtrs, 3 trims in a row
+47 more in the Excel export
Sold out (2)
$XOM.R34088EXXON MOBIL CORPwas $4.0M
held 9+ qtrs
$MDTMedtronic plcwas $352K
held 9+ qtrs
Holdings by quarter
Every 13F Insight Inv LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Insight Inv?
Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 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 filing
-0.0%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 12% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
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 109 positions worth $212.1M in its Form 13F-HR for Q2 2026, led by $MRVL (Marvell Technology, Inc.) at 6.2% of the equity portfolio, followed by $AMAT and $GLW. During the quarter the fund opened 7 new positions and exited 2 — including a new stake in $PANW and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (29.7% 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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