Insight Inv LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Insight Inv LLC reported 133 stock positions worth $145.4 million. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by First Trust Rising Dividend (RDVY, 3.0%) and Microsoft (MSFT, 2.8%). Compared with Q4 2024, it opened 15 new positions, sold out of 6, added to 59 and reduced 20. The biggest buy was First Trust Ultra Short Dur (FUMB, shares +298%) and the biggest sale Williams-Sonoma (WSM, shares −1%).

Most Recent 13F
Q2 2026
Location
EL SEGUNDO, CA
CIK
0001909322
Portfolio Value
$145.4M (Q1 2025)
SEC Filing
0001398344-25-007728 ↗ filed Apr 25, 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 Q4 2024 Q1 2025: $145.4M $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 133 stocks · $145.4M
AAPL Apple Inc. 4.79% 68,735 $7.0M Add +120.9%
RDVY First Trust Rising Dividend 3.01% 74,854 $4.4M Add +25.3%
MSFT Microsoft Corp. 2.79% 50,130 $4.0M Add +376.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.60% 15,208 $3.8M Reduce -0.0%
AMZN Amazon.com Inc. 2.45% 38,801 $3.6M Add +109.4%
WSM Williams-Sonoma Inc. 2.35% 21,607 $3.4M Reduce -0.8%
JPM JPMorgan Chase & Co. 2.33% 29,376 $3.4M Add +111.8%
AXP American Express Co. 2.22% 12,021 $3.2M Add +0.0%
WMT Walmart Inc. 2.07% 34,309 $3.0M Reduce -0.1%
CVX Chevron Corp. 2.06% 17,899 $3.0M Reduce -1.9%
XOM Exxon Mobil Corp. 2.02% 24,652 $2.9M Add +1.3%
GOOGL Alphabet Inc. Class A 1.93% 37,909 $2.8M Add +114.4%
ALL Allstate Corp. 1.87% 13,118 $2.7M Reduce -0.5%
QCOM Qualcomm Inc. 1.84% 17,374 $2.7M Add +1.1%
GHC Graham Holdings Co. Class B 1.80% 2,718 $2.6M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 1.75% 20,782 $2.5M Add +318.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.74% 20,727 $2.5M Reduce -3.3%
VCSH Vanguard S/T Corp. Bond ETF 1.73% 31,943 $2.5M Add +5.4%
CSCO Cisco Systems Inc. 1.72% 61,032 $2.5M Add +52.7%
RTX RTX Corp. 1.72% 18,833 $2.5M Add +2.4%
AMGN Amgen Inc. 1.66% 12,642 $2.4M Add +67.6%
ORCL Oracle Corp. 1.62% 16,872 $2.4M Reduce -1.5%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 1.56% 31,962 $2.3M Add +0.9%
FUMB First Trust Ultra Short Dur 1.55% 112,445 $2.3M Add +297.7%
MRVL Marvell Technology Inc. 1.55% 36,510 $2.2M Add +0.3%
GD General Dynamics Corp. 1.48% 7,879 $2.1M Add +3.7%
MS Morgan Stanley 1.47% 18,378 $2.1M Add +0.5%
PEP Pepsico Inc. 1.45% 14,080 $2.1M Add +9.2%
PG The Procter & Gamble Co. 1.43% 18,369 $2.1M Add +55.1%
IWF iShares Russell 1000 Growth 1.40% 5,626 $2.0M Reduce -0.3%
GLW Corning Inc. 1.35% 42,859 $2.0M Add +1.0%
BMY Bristol-Myers Squibb Co. 1.33% 31,797 $1.9M Add +3.0%
C Citigroup Inc. 1.33% 27,268 $1.9M Add +0.5%
IWD iShares Russell 1000 Value E 1.31% 10,117 $1.9M Add +2.9%
JNJ Johnson & Johnson 1.30% 27,544 $1.9M Add +141.1%
FSMB First Trust Short Dur Manag 1.27% 92,560 $1.8M Reduce -1.1%
MRK Merck & Co. Inc. 1.26% 34,780 $1.8M Add +75.7%
EMR Emerson Electric Co. 1.25% 16,625 $1.8M Add +0.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.24% 18,316 $1.8M Reduce -2.4%
PNC PNC Financial Services Group 1.22% 10,123 $1.8M Reduce -1.8%
T AT&T Inc. 1.16% 59,667 $1.7M Reduce -0.1%
AMAT Applied Materials Inc. 1.09% 10,963 $1.6M Add +1.8%
JCI Johnson Controls Internation 1.09% 19,800 $1.6M Add +5.3%
PCAR Paccar Inc. 1.07% 16,047 $1.6M No change
LNC Lincoln National Corp. 1.02% 41,110 $1.5M No change
MDT Medtronic PLC 0.95% 27,456 $1.4M Add +84.2%
BP BP PLC-Spons ADR 0.94% 40,301 $1.4M Reduce -3.6%
EOG EOG Resources Inc. 0.93% 10,563 $1.4M Add +7.5%
VZ Verizon Communications Inc. 0.89% 46,933 $1.3M Add +71.3%
MSGS Madison Square Garden Sports 0.88% 6,558 $1.3M Add +0.1%
TGT Target Corp. 0.87% 12,091 $1.3M Add +1.7%
LOW Lowe's Cos Inc. 0.86% 5,367 $1.3M Add +1.2%
ELV Elevance Health Inc. 0.77% 2,567 $1.1M Add +0.4%
CTSH Cognizant Tech Solutions-A 0.70% 13,225 $1.0M Add +0.6%
LMBS First Trust Low Duration Opp 0.66% 19,370 $952K Add +121.0%
LH Labcorp Holdings Inc. 0.65% 4,046 $942K Add +4.8%
CVS CVS Health Corp. 0.61% 13,106 $888K Reduce -0.4%
SO The Southern Co. 0.57% 9,030 $830K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.53% 4,425 $764K No change
SDVY First Trust Smid Cap Rising 0.49% 21,475 $719K No change
VOO Vanguard S&P 500 ETF 0.47% 1,336 $687K Add +11.9%
IEFA iShares Core MSCI Eafe ETF 0.45% 8,607 $651K Add +8.4%
MEAR Ishrs Short Mat Muni Act ETF 0.44% 12,800 $643K No change
COST Costco Wholesale Corp. 0.43% 14,814 $625K Add +1974.8%
HD Home Depot Inc. 0.41% 1,630 $597K Add +3.2%
IJH iShares Core S&P Midcap ETF 0.41% 10,230 $597K Add +5.7%
V Visa Inc. Class A 0.39% 15,029 $572K Add +843.4%
VCIT Vanguard Int-Term Corporate 0.37% 6,511 $532K Reduce -1.5%
INTC Intel Corp. 0.33% 21,129 $480K Add +3.6%
IJJ iShares S&P Mid-Cap 400 Valu 0.32% 3,849 $461K No change
AVGO Broadcom Inc. 0.31% 2,715 $455K Add +28.1%
MCD McDonald's Corp. 0.31% 15,615 $449K Add +1022.6%
GOOG Alphabet Inc. Class C 0.30% 2,759 $431K No change
ABBV Abbvie Inc. 0.25% 1,721 $361K Add +1.1%
BKLN Invesco Senior Loan ETF 0.23% 16,486 $341K No change
IJS iShares S&P Small-Cap 600 Va 0.23% 3,371 $329K No change
TMO Thermo Fisher Scientific Inc. 0.22% 638 $317K No change
FICO Fair Isaac Corp. 0.21% 166 $306K Add +20.3%
IJR iShares Core S&P Small-Cap E 0.21% 2,876 $301K No change
PSLV Sprott Physical Silver Trust 0.21% 25,750 $299K No change
IJK iShares S&P Mid-Cap 400 Grow 0.19% 3,368 $280K No change
RGLD Royal Gold Inc. 0.19% 1,685 $276K Reduce -4.3%
QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.18% 8,228 $258K Reduce -45.3%
NVDA Nvidia Corp. 0.18% 12,136 $257K Add +417.8%
ADBE Adobe Inc. 0.17% 7,763 $252K Add +1367.5%
PARAA Paramount Global Class B 0.17% 20,860 $249K Add +2.1%
IWS iShares Russell Mid-Cap Valu 0.17% 1,970 $248K No change
AON Aon PLC Class A 0.16% 597 $238K No change
PANW Palo Alto Networks Inc. 0.16% 19,381 $236K Add +1621.2%
PFE Pfizer Inc. 0.16% 19,339 $235K Add +107.1%
DVY iShares Select Dividend ETF 0.15% 1,662 $223K No change
TXN Texas Instruments Inc. 0.15% 16,497 $222K Add +1333.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.15% 1,143 $213K No change
PRF Invesco Rafi US 1000 ETF 0.14% 5,205 $210K No change
UNP Union Pacific Corp. 0.14% 8,533 $203K New
ZBH Zimmer Biomet Holdings Inc. 0.14% 1,790 $203K New
UNH Unitedhealth Group Inc. 0.13% 20,304 $183K Add +6601.0%
NEE Nextera Energy Inc. 0.09% 13,110 $132K New
IJT iShares S&P Small-Cap 600 GR 0.08% 963 $120K No change
IVW iShares S&P 500 Growth ETF 0.08% 1,280 $119K No change
BTF Valkyrie ETF Trust II 0.08% 11,300 $112K No change
IVV iShares Core S&P 500 ETF 0.08% 196 $110K Add +59.4%
KO The Coca-Cola Co. 0.08% 12,978 $110K New
ASML ASML Holding NV-NY Reg SHS 0.06% 10,107 $88K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 12,193 $84K New
VUG Vanguard Mrngstar GR ETF-Sui 0.06% 223 $83K No change
IWN iShares Russell 2000 Value E 0.05% 527 $80K No change
IWB iShares Russell 1000 ETF 0.05% 245 $75K No change
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
SBUX Starbucks Corp. 0.04% 11,267 $59K New
VLUE iShares MSCI USA Value Facto 0.04% 488 $52K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 191 $49K No change
UPS United Parcel Service Class B 0.03% 20,203 $47K New
IWO iShares Russell 2000 Growth 0.03% 143 $37K Reduce -24.3%
IWP iShares Russell Mid-Cap Grow 0.02% 298 $35K No change
IWM iShares Russell 2000 ETF 0.02% 138 $28K No change
ABEV Ambev SA-ADR 0.02% 11,547 $27K Reduce -14.9%
VONV Vanguard Russell 1000 Value 0.02% 287 $24K No change
PWR Quanta Services Inc. 0.01% 19,425 $22K New
LULU Lululemon Athletica Inc. 0.01% 11,858 $20K New
AEP American Electric Power 0.01% 19,096 $19K New
EFA iShares MSCI Eafe ETF 0.01% 230 $19K No change
NFLX Netflix Inc. 0.01% 12,884 $18K New
MET Metlife Inc. 0.01% 15,830 $16K New
AMT American Tower Corp. 0.01% 11,356 $11K New
CME Cme Group Inc. 0.01% 10,221 $10K New
TIP iShares Tips Bond ETF 0.01% 87 $10K No change
VTWO Vanguard Russell 2000 ETF 0.01% 108 $9K No change
VONG Vanguard Russell 1000 Growth 0.00% 68 $6K No change
FTXN First Trust Nasdaq Oil & Gas 0.00% 201 $6K No change
EEM iShares MSCI Emerging Market 0.00% 90 $4K No change
IWR iShares Russell Mid-Cap ETF 0.00% 14 $1K No change

Portfolio Sells Q4 2024 → Q1 2025
WSM Williams-Sonoma Inc. Reduce -0.8% 2.35% −0.46
ORCL Oracle Corp. Reduce -1.5% 1.62% −0.36
DIS The Walt Disney Co. Reduce -2.4% 1.24% −0.21
IWF iShares Russell 1000 Growth Reduce -0.3% 1.40% −0.18
UFOX Defiance Space and Connectiv Sold out 0.00% −0.16
PNC PNC Financial Services Group Reduce -1.8% 1.22% −0.16
QAI Nylim HDG MLT-STR TRC ETF-Ui Reduce -45.3% 0.18% −0.16
LMT Lockheed Martin Corp. Sold out 0.00% −0.16
URI United Rentals Inc. Sold out 0.00% −0.10
WMT Walmart Inc. Reduce -0.1% 2.07% −0.09
TJX TJX Companies Inc. Reduce -3.3% 1.74% −0.07
FSMB First Trust Short Dur Manag Reduce -1.1% 1.27% −0.03
MA Mastercard Inc. Class A Sold out 0.00% −0.02
IWO iShares Russell 2000 Growth Reduce -24.3% 0.03% −0.01
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.01
VCIT Vanguard Int-Term Corporate Reduce -1.5% 0.37% −0.00
VFC VF Corp. Sold out 0.00% −0.00
ABEV Ambev SA-ADR Reduce -14.9% 0.02% +0.00
RGLD Royal Gold Inc. Reduce -4.3% 0.19% +0.03
BP BP PLC-Spons ADR Reduce -3.6% 0.94% +0.08
ALL Allstate Corp. Reduce -0.5% 1.87% +0.09
GHC Graham Holdings Co. Class B Reduce -0.2% 1.80% +0.14
CVS CVS Health Corp. Reduce -0.4% 0.61% +0.20
T AT&T Inc. Reduce -0.1% 1.16% +0.21
CVX Chevron Corp. Reduce -1.9% 2.06% +0.22
IBM Intl Business Machines Corp. Reduce -0.0% 2.60% +0.27

Portfolio Buys Q4 2024 → Q1 2025
FUMB First Trust Ultra Short Dur Add +297.7% 1.55% +1.16
RDVY First Trust Rising Dividend Add +25.3% 3.01% +0.55
LMBS First Trust Low Duration Opp Add +121.0% 0.66% +0.36
AMGN Amgen Inc. Add +67.6% 1.66% +0.29
WRB WR Berkley Corp. Add +0.9% 1.56% +0.27
RTX RTX Corp. Add +2.4% 1.72% +0.23
XOM Exxon Mobil Corp. Add +1.3% 2.02% +0.19
BRK.B Berkshire Hathaway Inc. Class B Add +318.5% 1.75% +0.18
JNJ Johnson & Johnson Add +141.1% 1.30% +0.15
UNP Union Pacific Corp. New 0.14% +0.14
ZBH Zimmer Biomet Holdings Inc. New 0.14% +0.14
VZ Verizon Communications Inc. Add +71.3% 0.89% +0.13
BMY Bristol-Myers Squibb Co. Add +3.0% 1.33% +0.12
MDT Medtronic PLC Add +84.2% 0.95% +0.12
ELV Elevance Health Inc. Add +0.4% 0.77% +0.11
EOG EOG Resources Inc. Add +7.5% 0.93% +0.09
NEE Nextera Energy Inc. New 0.09% +0.09
VCSH Vanguard S/T Corp. Bond ETF Add +5.4% 1.73% +0.09
GD General Dynamics Corp. Add +3.7% 1.48% +0.08
CSCO Cisco Systems Inc. Add +52.7% 1.72% +0.08
KO The Coca-Cola Co. New 0.08% +0.08
PEP Pepsico Inc. Add +9.2% 1.45% +0.08
ASML ASML Holding NV-NY Reg SHS New 0.06% +0.06
IEFA iShares Core MSCI Eafe ETF Add +8.4% 0.45% +0.06
BAC Bank of America Corp. New 0.06% +0.06
JCI Johnson Controls Internation Add +5.3% 1.09% +0.06
PG The Procter & Gamble Co. Add +55.1% 1.43% +0.05
INTC Intel Corp. Add +3.6% 0.33% +0.05
V Visa Inc. Class A Add +843.4% 0.39% +0.04
IWD iShares Russell 1000 Value E Add +2.9% 1.31% +0.04
SBUX Starbucks Corp. New 0.04% +0.04
ABBV Abbvie Inc. Add +1.1% 0.25% +0.04
UPS United Parcel Service Class B New 0.03% +0.03
LH Labcorp Holdings Inc. Add +4.8% 0.65% +0.03
MCD McDonald's Corp. Add +1022.6% 0.31% +0.03
IVV iShares Core S&P 500 ETF Add +59.4% 0.08% +0.03
VOO Vanguard S&P 500 ETF Add +11.9% 0.47% +0.02
PARAA Paramount Global Class B Add +2.1% 0.17% +0.02
PANW Palo Alto Networks Inc. Add +1621.2% 0.16% +0.02
UNH Unitedhealth Group Inc. Add +6601.0% 0.13% +0.02
FICO Fair Isaac Corp. Add +20.3% 0.21% +0.02
JPM JPMorgan Chase & Co. Add +111.8% 2.33% +0.02
PWR Quanta Services Inc. New 0.01% +0.01
LULU Lululemon Athletica Inc. New 0.01% +0.01
AEP American Electric Power New 0.01% +0.01
NFLX Netflix Inc. New 0.01% +0.01
MET Metlife Inc. New 0.01% +0.01
ADBE Adobe Inc. Add +1367.5% 0.17% +0.01
AMT American Tower Corp. New 0.01% +0.01
CME Cme Group Inc. New 0.01% +0.01

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