Insight Inv LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Insight Inv LLC reported 109 stock positions worth $212.1 million. Its top holding was Marvell Technology (MRVL) at 6.2% of the portfolio, followed by Applied Materials (AMAT, 4.7%) and Corning (GLW, 4.6%). Compared with Q1 2026, it opened 7 new positions, sold out of 2, added to 22 and reduced 54. The biggest buy was Morgan Stanley (MS, shares +1%) and the biggest sale an exit from Exxon Mobil (XOM).

Most Recent 13F
Q2 2026
Location
EL SEGUNDO, CA
CIK
0001909322
Portfolio Value
$212.1M (Q2 2026)
SEC Filing
0001398344-26-012602 ↗ filed Jul 24, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $115.2M Q1 2024 Q2 2024: $115.8M Q2 2024 Q3 2024: $119.2M Q3 2024 Q4 2024: $143.6M Q4 2024 Q1 2025: $145.4M Q1 2025 Q2 2025: $149.1M Q2 2025 Q3 2025: $170.3M Q3 2025 Q4 2025: $178.4M Q4 2025 Q1 2026: $182.7M Q1 2026 Q2 2026: $212.1M $212.1M Q2 2026

Holdings 109 stocks · $212.1M
MRVL Marvell Technology Inc. 6.21% 44,189 $13.2M Reduce -3.3%
AMAT Applied Materials Inc. 4.72% 13,858 $10.0M Reduce -2.8%
GLW Corning Inc. 4.64% 38,535 $9.8M Reduce -4.0%
AAPL Apple Inc. 4.28% 31,410 $9.1M Reduce -1.8%
RDVY First Trust Rising Dividend 3.35% 87,609 $7.1M Add +2.0%
GOOGL Alphabet Inc. Class A 3.10% 18,409 $6.6M Reduce -3.2%
CSCO Cisco Systems Inc. 2.20% 39,698 $4.7M Reduce -2.5%
JPM JPMorgan Chase & Co. 2.10% 13,625 $4.5M Reduce -0.3%
WSM Williams-Sonoma Inc. 2.05% 18,683 $4.4M Reduce -3.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.02% 15,213 $4.3M Add +0.4%
AMZN Amazon.com Inc. 1.99% 17,673 $4.2M Add +0.5%
MSFT Microsoft Corp. 1.98% 11,286 $4.2M Reduce -1.5%
MS Morgan Stanley 1.89% 19,192 $4.0M Add +1.4%
AXP American Express Co. 1.88% 11,764 $4.0M Reduce -0.2%
GHC Graham Holdings Co. Class B 1.85% 3,438 $3.9M Add +1.6%
MSGS Madison Square Garden Sports 1.79% 9,453 $3.8M Reduce -1.6%
C Citigroup Inc. 1.78% 26,925 $3.8M Reduce -0.2%
WMT Walmart Inc. 1.72% 32,245 $3.7M Reduce -1.2%
RTX RTX Corp. 1.59% 17,816 $3.4M Add +0.2%
ALL Allstate Corp. 1.53% 13,638 $3.2M Reduce -0.2%
GD General Dynamics Corp. 1.51% 9,067 $3.2M Reduce -0.5%
VCSH Vanguard S/T Corp. Bond ETF 1.51% 40,400 $3.2M Add +2.7%
PNC PNC Financial Services Group 1.50% 12,919 $3.2M Add +0.8%
AMGN Amgen Inc. 1.49% 8,724 $3.2M Reduce -0.5%
LMBS First Trust Low Duration Opp 1.48% 62,900 $3.1M Add +20.6%
EOG EOG Resources Inc. 1.47% 24,077 $3.1M Add +2.4%
QCOM Qualcomm Inc. 1.47% 16,845 $3.1M Reduce -1.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.46% 20,494 $3.1M Reduce -0.6%
JNJ Johnson & Johnson 1.45% 12,074 $3.1M Reduce -0.5%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 1.35% 40,655 $2.9M Add +9.7%
JCI Johnson Controls Internation 1.35% 19,609 $2.9M Reduce -3.8%
CVX Chevron Corp. 1.35% 17,277 $2.9M Reduce -0.1%
INTC Intel Corp. 1.35% 20,461 $2.9M Reduce -6.9%
PEP Pepsico Inc. 1.30% 20,335 $2.8M Add +2.2%
BRK.B Berkshire Hathaway Inc. Class B 1.29% 5,451 $2.7M Add +8.7%
MRK Merck & Co. Inc. 1.24% 20,428 $2.6M Reduce -2.3%
EMR Emerson Electric Co. 1.23% 18,259 $2.6M Add +0.2%
ORCL Oracle Corp. 1.18% 17,084 $2.5M Add +1.5%
QUAL iShares MSCI USA Quality Fac 1.18% 11,364 $2.5M Add +8.3%
PG The Procter & Gamble Co. 1.14% 16,496 $2.4M Add +11.8%
IWF iShares Russell 1000 Growth 1.04% 17,790 $2.2M Reduce -4.3%
FUMB First Trust Ultra Short Dur 1.03% 108,495 $2.2M Reduce -0.4%
IWD iShares Russell 1000 Value E 1.03% 8,971 $2.2M No change
PCAR Paccar Inc. 0.96% 16,983 $2.0M Reduce -1.4%
VOO Vanguard S&P 500 ETF 0.93% 2,864 $2.0M Reduce -2.8%
SCHD Schwab US DVD Equity ETF 0.91% 61,110 $1.9M Add +7.3%
BP BP PLC-Spons ADR 0.91% 52,121 $1.9M Reduce -1.5%
FSMB First Trust Short Dur Manag 0.86% 91,485 $1.8M Add +5.4%
VCIT Vanguard Int-Term Corporate 0.80% 20,631 $1.7M Reduce -1.9%
LNC Lincoln National Corp. 0.80% 47,727 $1.7M Reduce -1.8%
USMV iShares MSCI USA Min Vol Fac 0.71% 15,596 $1.5M Reduce -10.9%
LOW Lowe's Cos Inc. 0.68% 6,545 $1.4M Reduce -0.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.63% 13,911 $1.3M Reduce -2.3%
T AT&T Inc. 0.57% 58,051 $1.2M Reduce -3.3%
AVGO Broadcom Inc. 0.49% 2,726 $1.0M Reduce -2.5%
VZ Verizon Communications Inc. 0.40% 20,152 $853K Reduce -3.3%
BMY Bristol-Myers Squibb Co. 0.40% 14,711 $848K Reduce -3.7%
CVS CVS Health Corp. 0.40% 8,115 $839K Reduce -9.1%
SO The Southern Co. 0.39% 8,705 $833K Reduce -2.4%
TPL Texas Pacific Land Corp. 0.35% 1,690 $740K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.34% 3,309 $721K Reduce -10.3%
IJH iShares Core S&P Midcap ETF 0.31% 8,415 $649K Reduce -1.4%
ELV Elevance Health Inc. 0.29% 1,618 $626K Reduce -23.9%
GOOG Alphabet Inc. Class C 0.29% 1,745 $617K Reduce -7.3%
SDVY First Trust Smid Cap Rising 0.28% 13,645 $589K No change
V Visa Inc. Class A 0.24% 1,495 $513K No change
COST Costco Wholesale Corp. 0.23% 533 $499K No change
PSLV Sprott Physical Silver Trust 0.23% 25,750 $486K No change
HD Home Depot Inc. 0.21% 1,271 $448K Reduce -0.7%
UFOX Defiance Space and Connectiv 0.19% 4,167 $396K No change
LH Labcorp Holdings Inc. 0.19% 1,410 $395K Reduce -63.9%
PANW Palo Alto Networks Inc. 0.18% 1,128 $385K New
IJJ iShares S&P Mid-Cap 400 Valu 0.16% 2,344 $346K Reduce -13.7%
ABBV Abbvie Inc. 0.16% 1,328 $334K Add +0.5%
BNY Bank of New York Mellon Corp. 0.15% 2,205 $319K Reduce -2.5%
TMO Thermo Fisher Scientific Inc. 0.14% 600 $301K No change
IJK iShares S&P Mid-Cap 400 Grow 0.14% 2,509 $295K No change
NVDA Nvidia Corp. 0.14% 1,443 $289K Add +0.6%
IWS iShares Russell Mid-Cap Valu 0.14% 1,752 $288K No change
PRF Invesco Rafi US 1000 ETF 0.13% 5,205 $281K No change
RGLD Royal Gold Inc. 0.13% 1,400 $279K Reduce -7.6%
MCD McDonald's Corp. 0.13% 982 $265K Reduce -1.1%
URI United Rentals Inc. 0.12% 228 $258K New
IJR iShares Core S&P Small-Cap E 0.12% 1,716 $255K Reduce -5.5%
CMI Cummins Inc. 0.12% 350 $250K New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.11% 118 $235K New
SPYG SS SPDR P S&P 500 Growth ETF 0.10% 1,715 $204K New
PSKY Paramount Skydance Class B 0.09% 19,655 $194K Reduce -3.6%
IEFA iShares Core MSCI Eafe ETF 0.09% 1,883 $182K Reduce -27.1%
IVV iShares Core S&P 500 ETF 0.08% 234 $175K No change
IJS iShares S&P Small-Cap 600 Va 0.08% 1,238 $169K Reduce -19.4%
IVW iShares S&P 500 Growth ETF 0.07% 1,113 $153K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.07% 585 $142K Reduce -40.7%
DVY iShares Select Dividend ETF 0.06% 812 $127K No change
IJT iShares S&P Small-Cap 600 GR 0.06% 692 $124K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,338 $115K No change
IVE iShares S&P 500 Value ETF 0.04% 376 $85K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 776 $63K No change
IWN iShares Russell 2000 Value E 0.02% 200 $44K No change
FTSM First Trust Enh Short Mat FD 0.02% 700 $42K No change

Show all 109 holdings

Portfolio Sells Q1 2026 → Q2 2026
XOM Exxon Mobil Corp. Sold out 0.00% −2.21
CVX Chevron Corp. Reduce -0.1% 1.35% −0.61
WMT Walmart Inc. Reduce -1.2% 1.72% −0.50
BP BP PLC-Spons ADR Reduce -1.5% 0.91% −0.45
T AT&T Inc. Reduce -3.3% 0.57% −0.39
LH Labcorp Holdings Inc. Reduce -63.9% 0.19% −0.38
TJX TJX Companies Inc. Reduce -0.6% 1.46% −0.34
MSFT Microsoft Corp. Reduce -1.5% 1.98% −0.34
AMGN Amgen Inc. Reduce -0.5% 1.49% −0.20
GD General Dynamics Corp. Reduce -0.5% 1.51% −0.20
MDT Medtronic PLC Sold out 0.00% −0.19
USMV iShares MSCI USA Min Vol Fac Reduce -10.9% 0.71% −0.18
JNJ Johnson & Johnson Reduce -0.5% 1.45% −0.18
LOW Lowe's Cos Inc. Reduce -0.9% 0.68% −0.17
VZ Verizon Communications Inc. Reduce -3.3% 0.40% −0.17
FUMB First Trust Ultra Short Dur Reduce -0.4% 1.03% −0.17
AAPL Apple Inc. Reduce -1.8% 4.28% −0.16
LNC Lincoln National Corp. Reduce -1.8% 0.80% −0.15
VCIT Vanguard Int-Term Corporate Reduce -1.9% 0.80% −0.15
MRK Merck & Co. Inc. Reduce -2.3% 1.24% −0.14
PCAR Paccar Inc. Reduce -1.4% 0.96% −0.13
DIS The Walt Disney Co. Reduce -2.3% 0.63% −0.12
JCI Johnson Controls Internation Reduce -3.8% 1.35% −0.11
BMY Bristol-Myers Squibb Co. Reduce -3.7% 0.40% −0.11
JPM JPMorgan Chase & Co. Reduce -0.3% 2.10% −0.10
RGLD Royal Gold Inc. Reduce -7.6% 0.13% −0.08
SO The Southern Co. Reduce -2.4% 0.39% −0.08
AXP American Express Co. Reduce -0.2% 1.88% −0.08
VTV Vanguard Mrngstr Val ETF-Aui Reduce -10.3% 0.34% −0.06
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -40.7% 0.07% −0.05
ELV Elevance Health Inc. Reduce -23.9% 0.29% −0.05
MCD McDonald's Corp. Reduce -1.1% 0.13% −0.04
IWF iShares Russell 1000 Growth Reduce -4.3% 1.04% −0.04
IEFA iShares Core MSCI Eafe ETF Reduce -27.1% 0.09% −0.04
VOO Vanguard S&P 500 ETF Reduce -2.8% 0.93% −0.04
IJJ iShares S&P Mid-Cap 400 Valu Reduce -13.7% 0.16% −0.03
ALL Allstate Corp. Reduce -0.2% 1.53% −0.02
IJS iShares S&P Small-Cap 600 Va Reduce -19.4% 0.08% −0.02
HD Home Depot Inc. Reduce -0.7% 0.21% −0.02
IJH iShares Core S&P Midcap ETF Reduce -1.4% 0.31% −0.01
PSKY Paramount Skydance Class B Reduce -3.6% 0.09% −0.01
GOOG Alphabet Inc. Class C Reduce -7.3% 0.29% −0.00
IJR iShares Core S&P Small-Cap E Reduce -5.5% 0.12% −0.00
BNY Bank of New York Mellon Corp. Reduce -2.5% 0.15% +0.00
AVGO Broadcom Inc. Reduce -2.5% 0.49% +0.01
CVS CVS Health Corp. Reduce -9.1% 0.40% +0.04
MSGS Madison Square Garden Sports Reduce -1.6% 1.79% +0.10
C Citigroup Inc. Reduce -0.2% 1.78% +0.10
GOOGL Alphabet Inc. Class A Reduce -3.2% 3.10% +0.11
WSM Williams-Sonoma Inc. Reduce -3.4% 2.05% +0.12

Portfolio Buys Q1 2026 → Q2 2026
MS Morgan Stanley Add +1.4% 1.89% +0.19
PANW Palo Alto Networks Inc. New 0.18% +0.18
RDVY First Trust Rising Dividend Add +2.0% 3.35% +0.14
URI United Rentals Inc. New 0.12% +0.12
CMI Cummins Inc. New 0.12% +0.12
ASML ASML Holding NV-NY Reg SHS New 0.11% +0.11
SPYG SS SPDR P S&P 500 Growth ETF New 0.10% +0.10
QUAL iShares MSCI USA Quality Fac Add +8.3% 1.18% +0.07
LMBS First Trust Low Duration Opp Add +20.6% 1.48% +0.06
PNC PNC Financial Services Group Add +0.8% 1.50% +0.04
SDY SS SPDR S&P Dividend ETF New 0.01% +0.01
WRB WR Berkley Corp. Add +9.7% 1.35% +0.01
IBM Intl Business Machines Corp. Add +0.4% 2.02% +0.01
ABBV Abbvie Inc. Add +0.5% 0.16% +0.00
SCHH Schwab US REIT ETF New 0.00% +0.00
IYZ iShares US Telecommunication Add +7.4% 0.00% 0.00
NVDA Nvidia Corp. Add +0.6% 0.14% −0.00
AMZN Amazon.com Inc. Add +0.5% 1.99% −0.02
PG The Procter & Gamble Co. Add +11.8% 1.14% −0.03
BRK.B Berkshire Hathaway Inc. Class B Add +8.7% 1.29% −0.03
SCHD Schwab US DVD Equity ETF Add +7.3% 0.91% −0.04
EMR Emerson Electric Co. Add +0.2% 1.23% −0.07
FSMB First Trust Short Dur Manag Add +5.4% 0.86% −0.09
GHC Graham Holdings Co. Class B Add +1.6% 1.85% −0.11
ORCL Oracle Corp. Add +1.5% 1.18% −0.17
VCSH Vanguard S/T Corp. Bond ETF Add +2.7% 1.51% −0.20
RTX RTX Corp. Add +0.2% 1.59% −0.28
EOG EOG Resources Inc. Add +2.4% 1.47% −0.39
PEP Pepsico Inc. Add +2.2% 1.30% −0.39

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 109$212.1MMRVL, AMAT, GLW, AAPL, RDVY
Q1 2026 104$182.7MAAPL, RDVY, GOOGL, GLW, AMAT
Q4 2025 112$178.4MAAPL, GOOGL, RDVY, MSFT, IBM
Q3 2025 112$170.3MAAPL, MSFT, GOOGL, RDVY, ORCL
Q2 2025 116$149.1MAAPL, MSFT, RDVY, IBM, AMZN
Q1 2025 133$145.4MAAPL, RDVY, MSFT, IBM, AMZN
Q4 2024 124$143.6MAAPL, MSFT, AMZN, WSM, MRVL
Q3 2024 89$119.2MAAPL, MSFT, WSM, AXP, AMZN
Q2 2024 88$115.8MAAPL, MSFT, WSM, QCOM, AMZN
Q1 2024 89$115.2MAAPL, WSM, MSFT, AMZN, QCOM