Insight Inv LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Insight Inv LLC reported 88 stock positions worth $115.8 million. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Microsoft (MSFT, 3.7%) and Williams-Sonoma (WSM, 2.9%). Compared with Q1 2024, it sold out of 1, added to 20 and reduced 22. The biggest buy was EOG Resources (EOG, shares +61%) and the biggest sale Williams-Sonoma (WSM, shares −8%).

Most Recent 13F
Q2 2026
Location
EL SEGUNDO, CA
CIK
0001909322
Portfolio Value
$115.8M (Q2 2024)
SEC Filing
0001398344-24-013986 ↗ filed Aug 7, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $115.2M Q1 2024 Q2 2024: $115.8M $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 88 stocks · $115.8M
AAPL Apple Inc. 5.32% 29,245 $6.2M Reduce -0.5%
MSFT Microsoft Corp. 3.69% 9,557 $4.3M Add +1.9%
WSM Williams-Sonoma Inc. 2.94% 12,063 $3.4M Reduce -7.7%
QCOM Qualcomm Inc. 2.93% 17,026 $3.4M Reduce -1.4%
AMZN Amazon.com Inc. 2.82% 16,915 $3.3M Add +1.8%
GOOGL Alphabet Inc. Class A 2.57% 16,355 $3.0M Reduce -0.7%
AXP American Express Co. 2.52% 12,581 $2.9M Reduce -0.8%
AMAT Applied Materials Inc. 2.49% 12,234 $2.9M Reduce -1.0%
JPM JPMorgan Chase & Co. 2.45% 14,026 $2.8M No change
MRVL Marvell Technology Inc. 2.29% 37,870 $2.6M No change
CVX Chevron Corp. 2.26% 16,725 $2.6M Add +8.3%
WMT Walmart Inc. 2.24% 38,366 $2.6M Add +6.8%
ORCL Oracle Corp. 2.20% 18,038 $2.5M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.19% 14,679 $2.5M No change
GD General Dynamics Corp. 2.02% 8,060 $2.3M Add +4.5%
XOM Exxon Mobil Corp. 1.97% 19,796 $2.3M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.95% 20,533 $2.3M Reduce -0.2%
AMGN Amgen Inc. 1.95% 7,226 $2.3M No change
MRK Merck & Co. Inc. 1.93% 17,909 $2.2M No change
ALL Allstate Corp. 1.89% 13,623 $2.2M No change
PEP Pepsico Inc. 1.87% 13,150 $2.2M Add +3.3%
VCSH Vanguard S/T Corp. Bond ETF 1.81% 27,167 $2.1M Reduce -0.6%
BRK.B Berkshire Hathaway Inc. Class B 1.68% 4,776 $1.9M Add +0.7%
CSCO Cisco Systems Inc. 1.65% 40,167 $1.9M Add +4.2%
GHC Graham Holdings Co. Class B 1.59% 2,629 $1.8M Add +0.8%
RTX RTX Corp. 1.50% 17,299 $1.7M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.50% 17,471 $1.7M No change
EMR Emerson Electric Co. 1.50% 15,740 $1.7M No change
TGT Target Corp. 1.50% 11,695 $1.7M No change
FSMB First Trust Short Dur Manag 1.48% 86,905 $1.7M Reduce -3.1%
C Citigroup Inc. 1.46% 26,685 $1.7M No change
MS Morgan Stanley 1.45% 17,307 $1.7M Add +0.8%
GLW Corning Inc. 1.42% 42,375 $1.6M Reduce -5.0%
BP BP PLC-Spons ADR 1.40% 44,970 $1.6M No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 1.40% 20,495 $1.6M Add +4.9%
PCAR Paccar Inc. 1.37% 15,377 $1.6M Reduce -1.0%
JNJ Johnson & Johnson 1.36% 10,809 $1.6M No change
PG The Procter & Gamble Co. 1.34% 9,381 $1.5M Add +4.2%
PNC PNC Financial Services Group 1.33% 9,884 $1.5M Reduce -4.5%
ELV Elevance Health Inc. 1.28% 2,745 $1.5M Add +3.8%
ISRG Intuitive Surgical Inc. 1.12% 2,920 $1.3M No change
JCI Johnson Controls Internation 1.08% 18,760 $1.3M No change
LNC Lincoln National Corp. 1.07% 39,835 $1.2M No change
MSGS Madison Square Garden Sports 1.07% 6,565 $1.2M Add +8.2%
LOW Lowe's Cos Inc. 1.02% 5,352 $1.2M Reduce -1.4%
EOG EOG Resources Inc. 1.01% 9,310 $1.2M Add +61.4%
MDT Medtronic PLC 1.01% 14,718 $1.2M Reduce -8.4%
T AT&T Inc. 0.86% 51,868 $991K Reduce -5.8%
BMY Bristol-Myers Squibb Co. 0.81% 22,671 $942K Reduce -8.5%
VZ Verizon Communications Inc. 0.77% 21,683 $894K Add +0.4%
CVS CVS Health Corp. 0.76% 14,890 $879K Reduce -15.3%
CTSH Cognizant Tech Solutions-A 0.70% 11,955 $813K Reduce -3.6%
LH Labcorp Holdings Inc. 0.62% 3,530 $718K Add +1.3%
MEAR Ishrs Short Mat Muni Act ETF 0.58% 13,300 $667K Reduce -3.6%
VCIT Vanguard Int-Term Corporate 0.57% 8,316 $665K Reduce -7.0%
SO The Southern Co. 0.56% 8,350 $648K Reduce -4.1%
INTC Intel Corp. 0.52% 19,325 $598K Add +0.1%
ABBV Abbvie Inc. 0.47% 3,150 $540K No change
LMBS First Trust Low Duration Opp 0.42% 10,195 $490K Add +36.5%
COST Costco Wholesale Corp. 0.37% 504 $428K No change
HD Home Depot Inc. 0.36% 1,221 $420K Add +3.0%
FUMB First Trust Ultra Short Dur 0.35% 20,050 $402K No change
MCD McDonald's Corp. 0.32% 1,451 $370K No change
GOOG Alphabet Inc. Class C 0.30% 1,880 $345K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.27% 1,945 $314K No change
AVGO Broadcom Inc. 0.27% 195 $313K No change
TYL Tyler Technologies Inc. 0.26% 600 $302K No change
PSLV Sprott Physical Silver Trust 0.22% 25,750 $256K No change
RGLD Royal Gold Inc. 0.19% 1,760 $220K No change
TXN Texas Instruments Inc. 0.19% 1,125 $219K No change
BTF Valkyrie ETF Trust II 0.18% 11,300 $209K No change
PARAA Paramount Global Class B 0.17% 18,935 $198K Reduce -14.4%
VOO Vanguard S&P 500 ETF 0.17% 385 $193K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.15% 918 $168K No change
IVW iShares S&P 500 Growth ETF 0.10% 1,280 $118K No change
IWF iShares Russell 1000 Growth 0.10% 311 $114K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.07% 223 $84K No change
FTSM First Trust Enh Short Mat FD 0.06% 1,175 $70K No change
IVE iShares S&P 500 Value ETF 0.06% 376 $68K No change
IJK iShares S&P Mid-Cap 400 Grow 0.06% 772 $68K No change
IWS iShares Russell Mid-Cap Valu 0.05% 498 $60K No change
IJT iShares S&P Small-Cap 600 GR 0.05% 426 $55K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 191 $46K No change
IJS iShares S&P Small-Cap 600 Va 0.04% 438 $43K No change
VONV Vanguard Russell 1000 Value 0.02% 287 $22K 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 Q1 2024 → Q2 2024
WSM Williams-Sonoma Inc. Reduce -7.7% 2.94% −0.66
CVS CVS Health Corp. Reduce -15.3% 0.76% −0.46
BMY Bristol-Myers Squibb Co. Reduce -8.5% 0.81% −0.35
PCAR Paccar Inc. Reduce -1.0% 1.37% −0.30
MDT Medtronic PLC Reduce -8.4% 1.01% −0.21
BITO Proshares Bitcoin ETF-Usd Sold out 0.00% −0.19
LOW Lowe's Cos Inc. Reduce -1.4% 1.02% −0.18
PNC PNC Financial Services Group Reduce -4.5% 1.33% −0.12
CTSH Cognizant Tech Solutions-A Reduce -3.6% 0.70% −0.09
FSMB First Trust Short Dur Manag Reduce -3.1% 1.48% −0.06
PARAA Paramount Global Class B Reduce -14.4% 0.17% −0.06
VCIT Vanguard Int-Term Corporate Reduce -7.0% 0.57% −0.05
MEAR Ishrs Short Mat Muni Act ETF Reduce -3.6% 0.58% −0.02
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.6% 1.81% −0.02
AXP American Express Co. Reduce -0.8% 2.52% +0.01
T AT&T Inc. Reduce -5.8% 0.86% +0.02
SO The Southern Co. Reduce -4.1% 0.56% +0.02
TJX TJX Companies Inc. Reduce -0.2% 1.95% +0.14
GLW Corning Inc. Reduce -5.0% 1.42% +0.15
AMAT Applied Materials Inc. Reduce -1.0% 2.49% +0.28
QCOM Qualcomm Inc. Reduce -1.4% 2.93% +0.39
GOOGL Alphabet Inc. Class A Reduce -0.7% 2.57% +0.42
AAPL Apple Inc. Reduce -0.5% 5.32% +0.95

Portfolio Buys Q1 2024 → Q2 2024
EOG EOG Resources Inc. Add +61.4% 1.01% +0.37
WMT Walmart Inc. Add +6.8% 2.24% +0.37
MSFT Microsoft Corp. Add +1.9% 3.69% +0.27
AMZN Amazon.com Inc. Add +1.8% 2.82% +0.22
CVX Chevron Corp. Add +8.3% 2.26% +0.15
GD General Dynamics Corp. Add +4.5% 2.02% +0.13
LMBS First Trust Low Duration Opp Add +36.5% 0.42% +0.11
MSGS Madison Square Garden Sports Add +8.2% 1.07% +0.10
ELV Elevance Health Inc. Add +3.8% 1.28% +0.09
PG The Procter & Gamble Co. Add +4.2% 1.34% +0.07
MS Morgan Stanley Add +0.8% 1.45% +0.05
VZ Verizon Communications Inc. Add +0.4% 0.77% −0.01
CSCO Cisco Systems Inc. Add +4.2% 1.65% −0.02
HD Home Depot Inc. Add +3.0% 0.36% −0.03
LH Labcorp Holdings Inc. Add +1.3% 0.62% −0.04
BRK.B Berkshire Hathaway Inc. Class B Add +0.7% 1.68% −0.05
PEP Pepsico Inc. Add +3.3% 1.87% −0.07
WRB WR Berkley Corp. Add +4.9% 1.40% −0.10
GHC Graham Holdings Co. Class B Add +0.8% 1.59% −0.15
INTC Intel Corp. Add +0.1% 0.52% −0.22

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