Insight Inv LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Insight Inv LLC held in its portfolio 111 assets valued at $178,379,690 (i.e. $178.38M).
The most valuable assets in the portfolio included: APPLE INC ($8.72M), ALPHABET INC ($5.97M), and FIRST TR EXCHANGE TRADED FD ($5.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 111 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Insight Inv LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 32061 | 8716103 | COM |
| ALPHABET INC | 19064 | 5967032 | CAP STK CL A |
| FIRST TR EXCHANGE TRADED FD | 75291 | 5230466 | RISNG DIVD ACHIV |
| MICROSOFT CORP | 9882 | 4779160 | COM |
| INTERNATIONAL BUSINESS MACHS | 15078 | 4466254 | COM |
| AMERICAN EXPRESS CO | 11864 | 4389087 | COM |
| JPMORGAN CHASE & CO. | 13599 | 4381870 | COM |
| AMAZON COM INC | 17462 | 4030579 | COM |
| MARVELL TECHNOLOGY INC | 45489 | 3865655 | COM |
| APPLIED MATLS INC | 14478 | 3720701 | COM |
| CORNING INC | 42032 | 3680322 | COM |
| WALMART INC | 32654 | 3637982 | COM |
| GRAHAM HLDGS CO | 3233 | 3551774 | COM CL B |
| WILLIAMS SONOMA INC | 19839 | 3543047 | COM |
| MORGAN STANLEY | 18966 | 3367034 | COM NEW |
| RTX CORPORATION | 17662 | 3239211 | COM |
| ORACLE CORP | 16424 | 3201202 | COM |
| CITIGROUP INC | 27148 | 3167900 | COM NEW |
| TJX COS INC NEW | 20485 | 3146701 | COM |
| CISCO SYS INC | 40673 | 3133041 | COM |
| GENERAL DYNAMICS CORP | 8967 | 3018830 | COM |
| QUALCOMM INC | 16886 | 2888350 | COM |
| EXXON MOBIL CORP | 23869 | 2872395 | COM |
| AMGEN INC | 8733 | 2858398 | COM |
| ALLSTATE CORP | 13405 | 2790251 | COM |
| PEPSICO INC | 19310 | 2771371 | COM |
| PNC FINL SVCS GROUP INC | 12632 | 2636677 | COM |
| FIRST TR EXCH TRADED FD III | 130745 | 2622745 | ULTRA SHT DUR MU |
| CHEVRON CORP NEW | 17058 | 2599877 | COM |
| JOHNSON & JOHNSON | 12176 | 2519823 | COM |
| ISHARES TR | 5199 | 2460881 | RUS 1000 GRW ETF |
| MADISON SQUARE GRDN SPRT COR | 9510 | 2459762 | CL A |
| VANGUARD SCOTTSDALE FDS | 30627 | 2441891 | SHRT TRM CORP BD |
| BERKSHIRE HATHAWAY INC DEL | 4836 | 2430815 | CL B NEW |
| BERKLEY W R CORP | 34618 | 2427414 | COM |
| JOHNSON CTLS INTL PLC | 20189 | 2417633 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 47232 | 2361128 | FST LOW OPPT EFT |
| EMERSON ELEC CO | 17457 | 2316893 | COM |
| EOG RES INC | 21740 | 2282917 | COM |
| MERCK & CO INC | 20794 | 2188776 | COM |
| LINCOLN NATL CORP IND | 48127 | 2143095 | COM |
| ISHARES TR | 9767 | 2054391 | RUS 1000 VAL ETF |
| PROCTER AND GAMBLE CO | 13986 | 2004334 | COM |
| PACCAR INC | 17183 | 1881710 | COM |
| VANGUARD INDEX FDS | 2870 | 1799863 | S&P 500 ETF SHS |
| BP PLC | 51646 | 1793666 | SPONSORED ADR |
| FIRST TR EXCH TRADED FD III | 88235 | 1768671 | SHRT DUR MNG MUN |
| DISNEY WALT CO | 14599 | 1660963 | COM |
| LOWES COS INC | 6377 | 1537877 | COM |
| AT&T INC | 59529 | 1478700 | COM |
| ISHARES TR | 6924 | 1375245 | MSCI USA QLT FCT |
| ISHARES TR | 13425 | 1264098 | MSCI USA MIN VOL |
| COGNIZANT TECHNOLOGY SOLUTIO | 12941 | 1074103 | CL A |
| VANGUARD SCOTTSDALE FDS | 12361 | 1035234 | INT-TERM CORP |
| LABCORP HOLDINGS INC | 3914 | 981944 | COM SHS |
| BROADCOM INC | 2773 | 959735 | COM |
| CVS HEALTH CORP | 11487 | 911608 | COM |
| SCHWAB STRATEGIC TR | 32229 | 884041 | US DIVIDEND EQ |
| BRISTOL-MYERS SQUIBB CO | 15826 | 853654 | COM |
| VERIZON COMMUNICATIONS INC | 20874 | 850198 | COM |
| ELEVANCE HEALTH INC FORMERLY | 2409 | 844475 | COM |
| INTEL CORP | 22507 | 830508 | COM |
| ALPHABET INC | 2470 | 775086 | CAP STK CL C |
| SOUTHERN CO | 8845 | 771284 | COM |
| VANGUARD INDEX FDS | 4030 | 769690 | VALUE ETF |
| SPROTT ASSET MANAGEMENT LP | 25750 | 608988 | PHYSICAL SILVER |
| MEDTRONIC PLC | 6243 | 599703 | SHS |
| HOME DEPOT INC | 1723 | 592884 | COM |
| ISHARES TR | 8800 | 580800 | CORE S&P MCP ETF |
| TEXAS PACIFIC LAND CORPORATI | 1890 | 542846 | COM |
| FIRST TR EXCHANGE-TRADED FD | 13770 | 527666 | SMID RISNG ETF |
| VISA INC | 1483 | 520103 | COM CL A |
| COSTCO WHSL CORP NEW | 542 | 467388 | COM |
| ISHARES TR | 4781 | 427708 | CORE MSCI EAFE |
| ISHARES TR | 3141 | 413324 | S&P MC 400VL ETF |
| MCDONALDS CORP | 1227 | 375008 | COM |
| THERMO FISHER SCIENTIFIC INC | 601 | 348249 | COM |
| ISHARES TR | 2828 | 339869 | CORE S&P SCP ETF |
| ROYAL GOLD INC | 1521 | 338103 | COM |
| ABBVIE INC | 1316 | 300693 | COM |
| ISHARES TR | 3014 | 291996 | S&P MC 400GR ETF |
| ETF SER SOLUTIONS | 4567 | 291539 | DEFIANCE CONNECT |
| BANK NEW YORK MELLON CORP | 2498 | 289993 | COM |
| VANGUARD INDEX FDS | 1353 | 286552 | SM CP VAL ETF |
| PARAMOUNT SKYDANCE CORP | 20790 | 278586 | COM CL B |
| FAIR ISAAC CORP | 164 | 277262 | COM |
| ISHARES U S ETF TR | 5300 | 266696 | SHORT MATURITY M |
| ISHARES TR | 1865 | 263058 | RUS MDCP VAL ETF |
| NVIDIA CORPORATION | 1399 | 260914 | COM |
| INVESCO EXCHANGE TRADED FD T | 5205 | 244219 | RAFI US 1000 ETF |
| ISHARES TR | 1662 | 234575 | SELECT DIVID ETF |
| SPDR SERIES TRUST | 2016 | 221631 | STATE STREET SPD |
| PALO ALTO NETWORKS INC | 1141 | 210172 | COM |
| ISHARES TR | 1573 | 178882 | SP SMCP600VL ETF |
| ISHARES TR | 237 | 162331 | CORE S&P500 ETF |
| ISHARES TR | 1113 | 137188 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 223 | 108793 | GROWTH ETF |
| ISHARES TR | 722 | 101918 | S&P SML 600 GWT |
| ISHARES TR | 376 | 79738 | S&P 500 VAL ETF |
| VALKYRIE ETF TRUST II | 11300 | 58986 | COINSHARES BITCN |
| VANGUARD INDEX FDS | 191 | 55432 | MID CAP ETF |
| FIRST TR EXCHANGE-TRADED FD | 700 | 41951 | FIRST TR ENH NEW |
| ISHARES TR | 298 | 40808 | RUS MD CP GR ETF |
| ISHARES TR | 200 | 36242 | RUS 2000 VAL ETF |
| ISHARES TR | 108 | 26585 | RUSSELL 2000 ETF |
| VANGUARD SCOTTSDALE FDS | 287 | 26490 | VNG RUS1000VAL |
| ISHARES TR | 82 | 26487 | RUS 2000 GRW ETF |
| FIRST TR EXCHANGE TRADED FD | 201 | 5618 | NASDQ OIL GAS |
| ISHARES TR | 73 | 3994 | MSCI EMG MKT ETF |
| SCHWAB STRATEGIC TR | 36 | 1025 | US SML CAP ETF |
| ISHARES TR | 17 | 576 | US TELECOM ETF |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.