Insight Inv LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 29, 2024), Insight Inv LLC reported 89 stock positions worth $115.2 million. Its top holding was Apple (AAPL) at 4.4% of the portfolio, followed by Williams-Sonoma (WSM, 3.6%) and Microsoft (MSFT, 3.4%). Compared with Q4 2023, it opened 3 new positions, sold out of 1, added to 34 and reduced 19. The biggest buy was a new position in EOG Resources (EOG) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −7%).

Most Recent 13F
Q2 2026
Location
EL SEGUNDO, CA
CIK
0001909322
Portfolio Value
$115.2M (Q1 2024)
SEC Filing
0001398344-24-008227 ↗ filed Apr 29, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $115.2M $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 Q2 2026

Holdings 89 stocks · $115.2M
AAPL Apple Inc. 4.37% 29,400 $5.0M Add +2.8%
WSM Williams-Sonoma Inc. 3.60% 13,075 $4.2M Reduce -4.6%
MSFT Microsoft Corp. 3.42% 9,377 $3.9M No change
AMZN Amazon.com Inc. 2.60% 16,615 $3.0M No change
QCOM Qualcomm Inc. 2.54% 17,271 $2.9M Add +0.0%
AXP American Express Co. 2.51% 12,681 $2.9M Reduce -0.1%
JPM JPMorgan Chase & Co. 2.44% 14,026 $2.8M Reduce -0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.43% 14,679 $2.8M Add +0.9%
MRVL Marvell Technology Inc. 2.33% 37,870 $2.7M Add +0.7%
AMAT Applied Materials Inc. 2.21% 12,354 $2.5M Reduce -0.1%
GOOGL Alphabet Inc. Class A 2.16% 16,465 $2.5M Add +1.3%
CVX Chevron Corp. 2.11% 15,440 $2.4M Add +0.6%
MRK Merck & Co. Inc. 2.06% 17,909 $2.4M No change
ALL Allstate Corp. 2.06% 13,623 $2.4M Add +0.3%
XOM Exxon Mobil Corp. 2.00% 19,796 $2.3M Add +0.8%
ORCL Oracle Corp. 1.97% 18,038 $2.3M Add +0.3%
PEP Pepsico Inc. 1.95% 12,725 $2.2M Add +7.8%
GD General Dynamics Corp. 1.89% 7,710 $2.2M Add +0.2%
WMT Walmart Inc. 1.88% 35,916 $2.2M Add +0.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.86% 17,471 $2.1M Add +7.0%
VCSH Vanguard S/T Corp. Bond ETF 1.83% 27,317 $2.1M Reduce -6.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.81% 20,583 $2.1M Reduce -0.1%
TGT Target Corp. 1.80% 11,695 $2.1M Add +0.1%
AMGN Amgen Inc. 1.78% 7,226 $2.1M No change
GHC Graham Holdings Co. Class B 1.74% 2,607 $2.0M Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 1.73% 4,741 $2.0M Reduce -0.2%
CSCO Cisco Systems Inc. 1.67% 38,567 $1.9M Add +5.5%
PCAR Paccar Inc. 1.67% 15,527 $1.9M Reduce -3.7%
EMR Emerson Electric Co. 1.55% 15,740 $1.8M Add +7.8%
FSMB First Trust Short Dur Manag 1.54% 89,730 $1.8M Add +1.1%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 1.50% 19,545 $1.7M Add +6.5%
BP BP PLC-Spons ADR 1.49% 44,970 $1.7M No change
JNJ Johnson & Johnson 1.48% 10,809 $1.7M Add +1.0%
C Citigroup Inc. 1.46% 26,685 $1.7M Add +3.2%
RTX RTX Corp. 1.46% 17,299 $1.7M Add +0.6%
PNC PNC Financial Services Group 1.45% 10,349 $1.7M Add +1.3%
MS Morgan Stanley 1.40% 17,177 $1.6M Add +0.5%
GLW Corning Inc. 1.28% 44,625 $1.5M Add +0.3%
PG The Procter & Gamble Co. 1.27% 9,006 $1.5M Add +8.1%
CVS CVS Health Corp. 1.22% 17,590 $1.4M Reduce -4.0%
MDT Medtronic PLC 1.21% 16,063 $1.4M Add +1.4%
LOW Lowe's Cos Inc. 1.20% 5,427 $1.4M Add +3.8%
ELV Elevance Health Inc. 1.19% 2,645 $1.4M No change
BMY Bristol-Myers Squibb Co. 1.17% 24,771 $1.3M Add +11.4%
LNC Lincoln National Corp. 1.10% 39,835 $1.3M Reduce -3.1%
JCI Johnson Controls Internation 1.06% 18,760 $1.2M Reduce -0.3%
ISRG Intuitive Surgical Inc. 1.01% 2,920 $1.2M No change
MSGS Madison Square Garden Sports 0.97% 6,065 $1.1M No change
T AT&T Inc. 0.84% 55,068 $969K Add +1.1%
CTSH Cognizant Tech Solutions-A 0.79% 12,405 $909K Reduce -9.6%
VZ Verizon Communications Inc. 0.79% 21,603 $906K Add +0.9%
INTC Intel Corp. 0.74% 19,311 $853K No change
LH Laboratory CRP of Amer Hldgs 0.66% 3,485 $761K Reduce -6.1%
EOG EOG Resources Inc. 0.64% 5,770 $738K New
VCIT Vanguard Int-Term Corporate 0.62% 8,941 $720K Add +11.2%
MEAR Ishrs Short Mat Muni Act ETF 0.60% 13,800 $692K No change
SO The Southern Co. 0.54% 8,705 $624K Reduce -17.3%
ABBV Abbvie Inc. 0.50% 3,150 $574K No change
HD Home Depot Inc. 0.39% 1,186 $455K No change
MCD McDonald's Corp. 0.35% 1,451 $409K No change
FUMB First Trust Ultra Short Dur 0.35% 20,050 $402K Reduce -15.7%
COST Costco Wholesale Corp. 0.32% 504 $369K No change
LMBS First Trust Low Duration Opp 0.31% 7,470 $360K Add +5.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.27% 1,945 $317K Reduce -11.5%
GOOG Alphabet Inc. Class C 0.25% 1,880 $286K No change
PARAA Paramount Global Class B 0.23% 22,125 $262K Reduce -8.7%
AVGO Broadcom Inc. 0.23% 195 $259K No change
TYL Tyler Technologies Inc. 0.22% 600 $255K No change
BTF Valkyrie ETF Trust II 0.21% 11,300 $239K No change
BITO Proshares Bitcoin ETF-Usd 0.19% 6,950 $224K New
RGLD Royal Gold Inc. 0.19% 1,760 $214K No change
PSLV Sprott Physical Silver Trust 0.19% 25,750 $213K No change
TXN Texas Instruments Inc. 0.17% 1,125 $196K New
VOO Vanguard S&P 500 ETF 0.16% 385 $185K Reduce -8.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.15% 918 $176K Add +12.2%
IVW iShares S&P 500 Growth ETF 0.09% 1,280 $108K No change
IWF iShares Russell 1000 Growth 0.09% 311 $105K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.07% 223 $77K No change
IJK iShares S&P Mid-Cap 400 Grow 0.06% 772 $70K No change
IVE iShares S&P 500 Value ETF 0.06% 376 $70K No change
FTSM First Trust Enh Short Mat FD 0.06% 1,175 $70K Reduce -31.9%
IWS iShares Russell Mid-Cap Valu 0.05% 498 $62K No change
IJT iShares S&P Small-Cap 600 GR 0.05% 426 $56K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 191 $48K No change
IJS iShares S&P Small-Cap 600 Va 0.04% 438 $45K No change
VONV Vanguard Russell 1000 Value 0.02% 287 $23K No change
IJR iShares Core S&P Small-Cap E 0.01% 92 $10K No change
VTWO Vanguard Russell 2000 ETF 0.01% 108 $9K No change
VONG Vanguard Russell 1000 Growth 0.01% 68 $6K No change

Portfolio Sells Q4 2023 → Q1 2024
VCSH Vanguard S/T Corp. Bond ETF Reduce -6.8% 1.83% −0.39
PFE Pfizer Inc. Sold out 0.00% −0.25
CTSH Cognizant Tech Solutions-A Reduce -9.6% 0.79% −0.23
CVS CVS Health Corp. Reduce -4.0% 1.22% −0.20
SO The Southern Co. Reduce -17.3% 0.54% −0.18
LH Laboratory CRP of Amer Hldgs Reduce -6.1% 0.66% −0.17
PARAA Paramount Global Class B Reduce -8.7% 0.23% −0.12
FUMB First Trust Ultra Short Dur Reduce -15.7% 0.35% −0.12
TJX TJX Companies Inc. Reduce -0.1% 1.81% −0.08
VTV Vanguard Mrngstr Val ETF-Aui Reduce -11.5% 0.27% −0.05
FTSM First Trust Enh Short Mat FD Reduce -31.9% 0.06% −0.04
VOO Vanguard S&P 500 ETF Reduce -8.8% 0.16% −0.02
JCI Johnson Controls Internation Reduce -0.3% 1.06% +0.00
LNC Lincoln National Corp. Reduce -3.1% 1.10% +0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 1.73% +0.07
JPM JPMorgan Chase & Co. Reduce -0.1% 2.44% +0.10
PCAR Paccar Inc. Reduce -3.7% 1.67% +0.13
AXP American Express Co. Reduce -0.1% 2.51% +0.17
AMAT Applied Materials Inc. Reduce -0.1% 2.21% +0.25
WSM Williams-Sonoma Inc. Reduce -4.6% 3.60% +0.89

Portfolio Buys Q4 2023 → Q1 2024
EOG EOG Resources Inc. New 0.64% +0.64
DIS The Walt Disney Co. Add +7.0% 1.86% +0.41
WRB WR Berkley Corp. Add +6.5% 1.50% +0.23
BITO Proshares Bitcoin ETF-Usd New 0.19% +0.19
ALL Allstate Corp. Add +0.3% 2.06% +0.19
TXN Texas Instruments Inc. New 0.17% +0.17
TGT Target Corp. Add +0.1% 1.80% +0.17
C Citigroup Inc. Add +3.2% 1.46% +0.16
EMR Emerson Electric Co. Add +7.8% 1.55% +0.16
ORCL Oracle Corp. Add +0.3% 1.97% +0.11
MRVL Marvell Technology Inc. Add +0.7% 2.33% +0.11
IBM Intl Business Machines Corp. Add +0.9% 2.43% +0.10
QCOM Qualcomm Inc. Add +0.0% 2.54% +0.09
XOM Exxon Mobil Corp. Add +0.8% 2.00% +0.07
PG The Procter & Gamble Co. Add +8.1% 1.27% +0.07
LOW Lowe's Cos Inc. Add +3.8% 1.20% +0.06
BMY Bristol-Myers Squibb Co. Add +11.4% 1.17% +0.05
RTX RTX Corp. Add +0.6% 1.46% +0.05
WMT Walmart Inc. Add +0.5% 1.88% +0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Add +12.2% 0.15% +0.01
VZ Verizon Communications Inc. Add +0.9% 0.79% −0.00
VCIT Vanguard Int-Term Corporate Add +11.2% 0.62% −0.02
PEP Pepsico Inc. Add +7.8% 1.95% −0.02
LMBS First Trust Low Duration Opp Add +5.2% 0.31% −0.02
GHC Graham Holdings Co. Class B Add +0.6% 1.74% −0.03
GLW Corning Inc. Add +0.3% 1.28% −0.05
T AT&T Inc. Add +1.1% 0.84% −0.06
MDT Medtronic PLC Add +1.4% 1.21% −0.06
GD General Dynamics Corp. Add +0.2% 1.89% −0.07
GOOGL Alphabet Inc. Class A Add +1.3% 2.16% −0.07
PNC PNC Financial Services Group Add +1.3% 1.45% −0.10
CVX Chevron Corp. Add +0.6% 2.11% −0.13
CSCO Cisco Systems Inc. Add +5.5% 1.67% −0.14
MS Morgan Stanley Add +0.5% 1.40% −0.16
JNJ Johnson & Johnson Add +1.0% 1.48% −0.16
FSMB First Trust Short Dur Manag Add +1.1% 1.54% −0.19
AAPL Apple Inc. Add +2.8% 4.37% −1.02

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