Insight Inv LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Insight Inv LLC reported 124 stock positions worth $143.6 million. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Microsoft (MSFT, 3.1%) and Amazon.com (AMZN, 2.8%). Compared with Q3 2024, it opened 37 new positions, sold out of 2, added to 63 and reduced 11. The biggest buy was a new position in First Trust Rising Dividend (RDVY) and the biggest sale an exit from Intuitive Surgical (ISRG).

Most Recent 13F
Q2 2026
Location
EL SEGUNDO, CA
CIK
0001909322
Portfolio Value
$143.6M (Q4 2024)
SEC Filing
0001398344-25-000853 ↗ filed Jan 21, 2025

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 $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 124 stocks · $143.6M
AAPL Apple Inc. 5.43% 31,118 $7.8M Add +7.3%
MSFT Microsoft Corp. 3.09% 10,525 $4.4M Add +10.1%
AMZN Amazon.com Inc. 2.83% 18,530 $4.1M Add +10.4%
WSM Williams-Sonoma Inc. 2.81% 21,786 $4.0M Reduce -0.4%
MRVL Marvell Technology Inc. 2.80% 36,415 $4.0M Add +0.1%
AXP American Express Co. 2.48% 12,017 $3.6M Add +0.3%
RDVY First Trust Rising Dividend 2.46% 59,734 $3.5M New
GOOGL Alphabet Inc. Class A 2.33% 17,680 $3.3M Add +5.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.33% 15,213 $3.3M Add +7.9%
JPM JPMorgan Chase & Co. 2.32% 13,872 $3.3M Add +4.8%
WMT Walmart Inc. 2.16% 34,341 $3.1M Add +1.6%
ORCL Oracle Corp. 1.99% 17,128 $2.9M Reduce -1.9%
CVX Chevron Corp. 1.84% 18,254 $2.6M Add +10.2%
QCOM Qualcomm Inc. 1.84% 17,179 $2.6M Add +4.6%
XOM Exxon Mobil Corp. 1.82% 24,335 $2.6M Add +18.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.80% 21,433 $2.6M Add +3.9%
ALL Allstate Corp. 1.78% 13,186 $2.6M Add +2.4%
GHC Graham Holdings Co. Class B 1.65% 2,724 $2.4M Add +3.6%
CSCO Cisco Systems Inc. 1.65% 39,963 $2.4M Add +3.3%
VCSH Vanguard S/T Corp. Bond ETF 1.65% 30,318 $2.4M Add +27.4%
MS Morgan Stanley 1.60% 18,290 $2.3M Add +7.3%
IWF iShares Russell 1000 Growth 1.58% 5,640 $2.3M Add +1713.5%
BRK.B Berkshire Hathaway Inc. Class B 1.57% 4,966 $2.3M Add +0.8%
RTX RTX Corp. 1.48% 18,386 $2.1M Add +4.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.45% 18,757 $2.1M Add +8.6%
EMR Emerson Electric Co. 1.42% 16,480 $2.0M Add +5.4%
GLW Corning Inc. 1.40% 42,448 $2.0M Add +1.3%
GD General Dynamics Corp. 1.39% 7,599 $2.0M Reduce -3.8%
PNC PNC Financial Services Group 1.38% 10,312 $2.0M Add +5.2%
PG The Procter & Gamble Co. 1.38% 11,842 $2.0M Add +21.5%
PEP Pepsico Inc. 1.38% 12,895 $2.0M Reduce -3.4%
MRK Merck & Co. Inc. 1.37% 19,793 $2.0M Add +11.3%
AMGN Amgen Inc. 1.37% 7,541 $2.0M Add +5.4%
C Citigroup Inc. 1.33% 27,122 $1.9M Add +8.9%
FSMB First Trust Short Dur Manag 1.29% 93,630 $1.9M Add +34.4%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 1.29% 31,662 $1.9M Add +3.1%
IWD iShares Russell 1000 Value E 1.27% 9,834 $1.8M New
AMAT Applied Materials Inc. 1.22% 10,771 $1.8M Reduce -4.3%
BMY Bristol-Myers Squibb Co. 1.22% 30,859 $1.7M Add +39.0%
PCAR Paccar Inc. 1.16% 16,047 $1.7M Add +3.2%
JNJ Johnson & Johnson 1.15% 11,424 $1.7M Add +6.4%
TGT Target Corp. 1.12% 11,893 $1.6M Add +2.1%
JCI Johnson Controls Internation 1.03% 18,800 $1.5M Add +3.2%
MSGS Madison Square Garden Sports 1.03% 6,550 $1.5M Reduce -1.7%
T AT&T Inc. 0.95% 59,757 $1.4M Add +16.4%
LOW Lowe's Cos Inc. 0.91% 5,302 $1.3M Add +1.4%
LNC Lincoln National Corp. 0.91% 41,110 $1.3M Add +4.0%
BP BP PLC-Spons ADR 0.86% 41,816 $1.2M Reduce -0.1%
EOG EOG Resources Inc. 0.84% 9,826 $1.2M Add +4.7%
MDT Medtronic PLC 0.83% 14,906 $1.2M Add +4.9%
VZ Verizon Communications Inc. 0.76% 27,401 $1.1M Add +27.0%
CTSH Cognizant Tech Solutions-A 0.70% 13,151 $1.0M Add +12.6%
ELV Elevance Health Inc. 0.66% 2,557 $943K Reduce -5.8%
LH Labcorp Holdings Inc. 0.62% 3,859 $885K Add +12.3%
SDVY First Trust Smid Cap Rising 0.54% 21,475 $770K New
VTV Vanguard Mrngstr Val ETF-Aui 0.52% 4,425 $749K Add +127.5%
SO The Southern Co. 0.52% 9,030 $743K Add +8.4%
COST Costco Wholesale Corp. 0.46% 714 $654K Add +21.2%
VOO Vanguard S&P 500 ETF 0.45% 1,194 $643K Add +210.1%
MEAR Ishrs Short Mat Muni Act ETF 0.45% 12,800 $639K No change
HD Home Depot Inc. 0.43% 1,580 $615K Add +26.8%
IJH iShares Core S&P Midcap ETF 0.42% 9,680 $603K New
CVS CVS Health Corp. 0.41% 13,161 $591K Reduce -7.5%
FUMB First Trust Ultra Short Dur 0.40% 28,275 $568K Add +50.4%
IEFA iShares Core MSCI Eafe ETF 0.39% 7,937 $558K New
VCIT Vanguard Int-Term Corporate 0.37% 6,611 $531K Add +27.4%
GOOG Alphabet Inc. Class C 0.37% 2,759 $525K Add +46.8%
V Visa Inc. Class A 0.35% 1,593 $503K New
AVGO Broadcom Inc. 0.34% 2,120 $492K Add +8.7%
QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.34% 15,053 $483K New
IJJ iShares S&P Mid-Cap 400 Valu 0.33% 3,849 $481K New
LMBS First Trust Low Duration Opp 0.30% 8,765 $427K Reduce -25.1%
INTC Intel Corp. 0.28% 20,384 $409K Add +12.2%
MCD McDonald's Corp. 0.28% 1,391 $403K No change
IJS iShares S&P Small-Cap 600 Va 0.25% 3,371 $366K Add +669.6%
BKLN Invesco Senior Loan ETF 0.24% 16,486 $347K New
TMO Thermo Fisher Scientific Inc. 0.23% 638 $332K New
IJR iShares Core S&P Small-Cap E 0.23% 2,876 $331K Add +3026.1%
NVDA Nvidia Corp. 0.22% 2,344 $315K New
IJK iShares S&P Mid-Cap 400 Grow 0.21% 3,368 $306K Add +336.3%
ABBV Abbvie Inc. 0.21% 1,702 $302K Reduce -46.0%
FICO Fair Isaac Corp. 0.19% 138 $275K New
IWS iShares Russell Mid-Cap Valu 0.18% 1,970 $255K Add +295.6%
PSLV Sprott Physical Silver Trust 0.17% 25,750 $248K No change
PFE Pfizer Inc. 0.17% 9,340 $248K New
ADBE Adobe Inc. 0.16% 529 $235K New
RGLD Royal Gold Inc. 0.16% 1,760 $232K No change
UFOX Defiance Space and Connectiv 0.16% 4,847 $231K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.16% 1,143 $227K Add +24.5%
LMT Lockheed Martin Corp. 0.16% 465 $226K New
DVY iShares Select Dividend ETF 0.15% 1,662 $218K New
TXN Texas Instruments Inc. 0.15% 1,151 $216K Add +2.3%
PARAA Paramount Global Class B 0.15% 20,435 $215K Add +9.8%
AON Aon PLC Class A 0.15% 597 $214K New
PRF Invesco Rafi US 1000 ETF 0.15% 5,205 $210K New
PANW Palo Alto Networks Inc. 0.14% 1,126 $205K New
BTF Valkyrie ETF Trust II 0.12% 11,300 $166K No change
UNH Unitedhealth Group Inc. 0.11% 303 $153K Add +100.7%
URI United Rentals Inc. 0.10% 207 $146K New
IJT iShares S&P Small-Cap 600 GR 0.09% 963 $130K Add +126.1%
IVW iShares S&P 500 Growth ETF 0.09% 1,280 $130K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.06% 223 $92K No change
IWN iShares Russell 2000 Value E 0.06% 527 $87K New
IWB iShares Russell 1000 ETF 0.06% 245 $79K New
IVV iShares Core S&P 500 ETF 0.05% 123 $72K New
IVE iShares S&P 500 Value ETF 0.05% 376 $72K No change
FTSM First Trust Enh Short Mat FD 0.05% 1,175 $70K No change
IWO iShares Russell 2000 Growth 0.04% 189 $54K New
VLUE iShares MSCI USA Value Facto 0.04% 488 $52K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 191 $50K No change
IWP iShares Russell Mid-Cap Grow 0.03% 298 $38K New
IWM iShares Russell 2000 ETF 0.02% 138 $30K New
ABEV Ambev SA-ADR 0.02% 13,569 $25K New
MA Mastercard Inc. Class A 0.02% 46 $24K New
VONV Vanguard Russell 1000 Value 0.02% 287 $23K No change
EFA iShares MSCI Eafe ETF 0.01% 230 $17K New
VEEV Veeva Systems Inc. Class A 0.01% 74 $16K New
VTWO Vanguard Russell 2000 ETF 0.01% 108 $10K No change
TIP iShares Tips Bond ETF 0.01% 87 $9K New
VONG Vanguard Russell 1000 Growth 0.00% 68 $7K No change
FTXN First Trust Nasdaq Oil & Gas 0.00% 201 $6K New
EEM iShares MSCI Emerging Market 0.00% 90 $4K New
IWR iShares Russell Mid-Cap ETF 0.00% 14 $1K New
VFC VF Corp. 0.00% 34 $730 New

Portfolio Sells Q3 2024 → Q4 2024
ISRG Intuitive Surgical Inc. Sold out 0.00% −1.20
AMAT Applied Materials Inc. Reduce -4.3% 1.22% −0.69
GD General Dynamics Corp. Reduce -3.8% 1.39% −0.61
PEP Pepsico Inc. Reduce -3.4% 1.38% −0.53
ELV Elevance Health Inc. Reduce -5.8% 0.66% −0.53
ORCL Oracle Corp. Reduce -1.9% 1.99% −0.51
CVS CVS Health Corp. Reduce -7.5% 0.41% −0.34
ABBV Abbvie Inc. Reduce -46.0% 0.21% −0.31
TYL Tyler Technologies Inc. Sold out 0.00% −0.29
BP BP PLC-Spons ADR Reduce -0.1% 0.86% −0.24
LMBS First Trust Low Duration Opp Reduce -25.1% 0.30% −0.19
MSGS Madison Square Garden Sports Reduce -1.7% 1.03% −0.14
WSM Williams-Sonoma Inc. Reduce -0.4% 2.81% −0.03

Portfolio Buys Q3 2024 → Q4 2024
RDVY First Trust Rising Dividend New 2.46% +2.46
IWF iShares Russell 1000 Growth Add +1713.5% 1.58% +1.48
IWD iShares Russell 1000 Value E New 1.27% +1.27
MRVL Marvell Technology Inc. Add +0.1% 2.80% +0.60
SDVY First Trust Smid Cap Rising New 0.54% +0.54
IJH iShares Core S&P Midcap ETF New 0.42% +0.42
IEFA iShares Core MSCI Eafe ETF New 0.39% +0.39
V Visa Inc. Class A New 0.35% +0.35
QAI Nylim HDG MLT-STR TRC ETF-Ui New 0.34% +0.34
IJJ iShares S&P Mid-Cap 400 Valu New 0.33% +0.33
VOO Vanguard S&P 500 ETF Add +210.1% 0.45% +0.28
BMY Bristol-Myers Squibb Co. Add +39.0% 1.22% +0.25
BKLN Invesco Senior Loan ETF New 0.24% +0.24
VTV Vanguard Mrngstr Val ETF-Aui Add +127.5% 0.52% +0.24
TMO Thermo Fisher Scientific Inc. New 0.23% +0.23
IJR iShares Core S&P Small-Cap E Add +3026.1% 0.23% +0.22
NVDA Nvidia Corp. New 0.22% +0.22
IJS iShares S&P Small-Cap 600 Va Add +669.6% 0.25% +0.22
AMZN Amazon.com Inc. Add +10.4% 2.83% +0.21
FICO Fair Isaac Corp. New 0.19% +0.19
PFE Pfizer Inc. New 0.17% +0.17
ADBE Adobe Inc. New 0.16% +0.16
UFOX Defiance Space and Connectiv New 0.16% +0.16
LMT Lockheed Martin Corp. New 0.16% +0.16
IJK iShares S&P Mid-Cap 400 Grow Add +336.3% 0.21% +0.15
DVY iShares Select Dividend ETF New 0.15% +0.15
AON Aon PLC Class A New 0.15% +0.15
PRF Invesco Rafi US 1000 ETF New 0.15% +0.15
PANW Palo Alto Networks Inc. New 0.14% +0.14
FSMB First Trust Short Dur Manag Add +34.4% 1.29% +0.12
IWS iShares Russell Mid-Cap Valu Add +295.6% 0.18% +0.12
MS Morgan Stanley Add +7.3% 1.60% +0.11
GOOG Alphabet Inc. Class C Add +46.8% 0.37% +0.10
URI United Rentals Inc. New 0.10% +0.10
FUMB First Trust Ultra Short Dur Add +50.4% 0.40% +0.08
DIS The Walt Disney Co. Add +8.6% 1.45% +0.06
VCSH Vanguard S/T Corp. Bond ETF Add +27.4% 1.65% +0.06
IWN iShares Russell 2000 Value E New 0.06% +0.06
AVGO Broadcom Inc. Add +8.7% 0.34% +0.06
IWB iShares Russell 1000 ETF New 0.06% +0.06
IVV iShares Core S&P 500 ETF New 0.05% +0.05
IJT iShares S&P Small-Cap 600 GR Add +126.1% 0.09% +0.04
IWO iShares Russell 2000 Growth New 0.04% +0.04
VLUE iShares MSCI USA Value Facto New 0.04% +0.04
UNH Unitedhealth Group Inc. Add +100.7% 0.11% +0.03
IWP iShares Russell Mid-Cap Grow New 0.03% +0.03
IWM iShares Russell 2000 ETF New 0.02% +0.02
C Citigroup Inc. Add +8.9% 1.33% +0.02
ABEV Ambev SA-ADR New 0.02% +0.02
COST Costco Wholesale Corp. Add +21.2% 0.46% +0.02

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