Insight Inv LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Insight Inv LLC reported 116 stock positions worth $149.1 million. Its top holding was Apple (AAPL) at 4.2% of the portfolio, followed by Microsoft (MSFT, 3.5%) and First Trust Rising Dividend (RDVY, 3.2%). Compared with Q1 2025, it opened 3 new positions, sold out of 20, added to 9 and reduced 71. The biggest buy was First Trust Ultra Short Dur (FUMB, shares +16%) and the biggest sale Apple (AAPL, shares −56%).

Most Recent 13F
Q2 2026
Location
EL SEGUNDO, CA
CIK
0001909322
Portfolio Value
$149.1M (Q2 2025)
SEC Filing
0001398344-25-013656 ↗ filed Jul 24, 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 Q1 2025 Q2 2025: $149.1M $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 116 stocks · $149.1M
AAPL Apple Inc. 4.18% 30,387 $6.2M Reduce -55.8%
MSFT Microsoft Corp. 3.45% 10,343 $5.1M Reduce -79.4%
RDVY First Trust Rising Dividend 3.20% 75,954 $4.8M Add +1.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.95% 14,913 $4.4M Reduce -1.9%
AMZN Amazon.com Inc. 2.63% 17,846 $3.9M Reduce -54.0%
JPM JPMorgan Chase & Co. 2.61% 13,402 $3.9M Reduce -54.4%
AXP American Express Co. 2.53% 11,811 $3.8M Reduce -1.8%
ORCL Oracle Corp. 2.41% 16,414 $3.6M Reduce -2.7%
WSM Williams-Sonoma Inc. 2.29% 20,912 $3.4M Reduce -3.2%
WMT Walmart Inc. 2.17% 33,154 $3.2M Reduce -3.4%
GOOGL Alphabet Inc. Class A 2.10% 17,776 $3.1M Reduce -53.1%
MRVL Marvell Technology Inc. 1.89% 36,502 $2.8M Reduce -0.0%
CSCO Cisco Systems Inc. 1.84% 39,533 $2.7M Reduce -35.2%
QCOM Qualcomm Inc. 1.83% 17,121 $2.7M Reduce -1.5%
FUMB First Trust Ultra Short Dur 1.75% 129,995 $2.6M Add +15.6%
ALL Allstate Corp. 1.74% 12,880 $2.6M Reduce -1.8%
RTX RTX Corp. 1.74% 17,729 $2.6M Reduce -5.9%
XOM Exxon Mobil Corp. 1.69% 23,431 $2.5M Reduce -5.0%
VCSH Vanguard S/T Corp. Bond ETF 1.69% 31,668 $2.5M Reduce -0.9%
MS Morgan Stanley 1.67% 17,674 $2.5M Reduce -3.8%
GHC Graham Holdings Co. Class B 1.67% 2,626 $2.5M Reduce -3.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.64% 19,765 $2.4M Reduce -4.6%
IWF iShares Russell 1000 Growth 1.60% 5,626 $2.4M No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 1.58% 32,032 $2.4M Add +0.2%
CVX Chevron Corp. 1.57% 16,344 $2.3M Reduce -8.7%
C Citigroup Inc. 1.54% 26,933 $2.3M Reduce -1.2%
BRK.B Berkshire Hathaway Inc. Class B 1.52% 4,660 $2.3M Reduce -77.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.52% 18,231 $2.3M Reduce -0.5%
GD General Dynamics Corp. 1.48% 7,560 $2.2M Reduce -4.0%
GLW Corning Inc. 1.48% 41,834 $2.2M Reduce -2.4%
EMR Emerson Electric Co. 1.42% 15,883 $2.1M Reduce -4.5%
AMGN Amgen Inc. 1.40% 7,502 $2.1M Reduce -40.7%
JCI Johnson Controls Internation 1.35% 19,115 $2.0M Reduce -3.5%
IWD iShares Russell 1000 Value E 1.32% 10,117 $2.0M No change
AMAT Applied Materials Inc. 1.31% 10,683 $2.0M Reduce -2.5%
PG The Procter & Gamble Co. 1.30% 12,174 $1.9M Reduce -33.7%
PEP Pepsico Inc. 1.23% 13,907 $1.8M Reduce -1.2%
PNC PNC Financial Services Group 1.23% 9,798 $1.8M Reduce -3.2%
T AT&T Inc. 1.17% 60,066 $1.7M Add +0.7%
JNJ Johnson & Johnson 1.12% 10,899 $1.7M Reduce -60.4%
FSMB First Trust Short Dur Manag 1.07% 80,310 $1.6M Reduce -13.2%
MRK Merck & Co. Inc. 1.04% 19,647 $1.6M Reduce -43.5%
PCAR Paccar Inc. 1.01% 15,797 $1.5M Reduce -1.6%
BMY Bristol-Myers Squibb Co. 0.96% 31,027 $1.4M Reduce -2.4%
LNC Lincoln National Corp. 0.95% 41,110 $1.4M No change
MSGS Madison Square Garden Sports 0.92% 6,565 $1.4M Add +0.1%
LMBS First Trust Low Duration Opp 0.85% 25,770 $1.3M Add +33.0%
EOG EOG Resources Inc. 0.84% 10,462 $1.3M Reduce -1.0%
MDT Medtronic PLC 0.82% 14,073 $1.2M Reduce -48.7%
VZ Verizon Communications Inc. 0.82% 28,283 $1.2M Reduce -39.7%
BP BP PLC-Spons ADR 0.78% 39,066 $1.2M Reduce -3.1%
LOW Lowe's Cos Inc. 0.78% 5,265 $1.2M Reduce -1.9%
TGT Target Corp. 0.76% 11,471 $1.1M Reduce -5.1%
CTSH Cognizant Tech Solutions-A 0.69% 13,273 $1.0M Add +0.4%
LH Labcorp Holdings Inc. 0.69% 3,931 $1.0M Reduce -2.8%
ELV Elevance Health Inc. 0.67% 2,568 $999K Add +0.0%
CVS CVS Health Corp. 0.58% 12,578 $868K Reduce -4.0%
SO The Southern Co. 0.54% 8,845 $812K Reduce -2.0%
VOO Vanguard S&P 500 ETF 0.54% 1,423 $808K Add +6.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.52% 4,425 $782K No change
SDVY First Trust Smid Cap Rising 0.51% 21,475 $758K No change
IEFA iShares Core MSCI Eafe ETF 0.48% 8,530 $712K Reduce -0.9%
IJH iShares Core S&P Midcap ETF 0.43% 10,230 $634K No change
AVGO Broadcom Inc. 0.40% 2,186 $603K Reduce -19.5%
HD Home Depot Inc. 0.39% 1,590 $583K Reduce -2.5%
COST Costco Wholesale Corp. 0.38% 573 $567K Reduce -96.1%
V Visa Inc. Class A 0.37% 1,542 $547K Reduce -89.7%
VCIT Vanguard Int-Term Corporate 0.36% 6,511 $540K No change
INTC Intel Corp. 0.31% 20,959 $469K Reduce -0.8%
IJJ iShares S&P Mid-Cap 400 Valu 0.31% 3,799 $469K Reduce -1.3%
GOOG Alphabet Inc. Class C 0.30% 2,554 $453K Reduce -7.4%
MCD McDonald's Corp. 0.27% 1,368 $400K Reduce -91.2%
MEAR Ishrs Short Mat Muni Act ETF 0.25% 7,300 $367K Reduce -43.0%
BKLN Invesco Senior Loan ETF 0.23% 16,354 $342K Reduce -0.8%
IJS iShares S&P Small-Cap 600 Va 0.22% 3,324 $331K Reduce -1.4%
ABBV Abbvie Inc. 0.21% 1,698 $315K Reduce -1.3%
PSLV Sprott Physical Silver Trust 0.21% 25,750 $315K No change
IJR iShares Core S&P Small-Cap E 0.21% 2,828 $309K Reduce -1.7%
FICO Fair Isaac Corp. 0.20% 166 $303K No change
IJK iShares S&P Mid-Cap 400 Grow 0.20% 3,312 $301K Reduce -1.7%
RGLD Royal Gold Inc. 0.20% 1,685 $300K No change
NVDA Nvidia Corp. 0.19% 1,826 $288K Reduce -85.0%
IWS iShares Russell Mid-Cap Valu 0.17% 1,970 $260K No change
PARAA Paramount Global Class B 0.17% 19,810 $256K Reduce -5.0%
TMO Thermo Fisher Scientific Inc. 0.17% 627 $254K Reduce -1.7%
PANW Palo Alto Networks Inc. 0.17% 1,219 $249K Reduce -93.7%
UFOX Defiance Space and Connectiv 0.16% 4,619 $244K New
ADBE Adobe Inc. 0.16% 626 $242K Reduce -91.9%
TXN Texas Instruments Inc. 0.16% 1,151 $239K Reduce -93.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.15% 1,143 $223K No change
DVY iShares Select Dividend ETF 0.15% 1,662 $221K No change
PRF Invesco Rafi US 1000 ETF 0.15% 5,205 $220K No change
PFE Pfizer Inc. 0.14% 8,651 $210K Reduce -55.3%
SPYG SS SPDR P S&P 500 Growth ETF 0.12% 1,815 $173K New
BTF Valkyrie ETF Trust II 0.10% 11,300 $149K No change
IVW iShares S&P 500 Growth ETF 0.09% 1,280 $141K No change
IJT iShares S&P Small-Cap 600 GR 0.09% 963 $128K No change
IVV iShares Core S&P 500 ETF 0.08% 196 $122K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.07% 223 $98K No change
IWB iShares Russell 1000 ETF 0.06% 245 $83K No change
IVE iShares S&P 500 Value ETF 0.05% 376 $73K No change
FTSM First Trust Enh Short Mat FD 0.05% 1,175 $70K No change
VLUE iShares MSCI USA Value Facto 0.04% 488 $55K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 191 $53K No change
IWN iShares Russell 2000 Value E 0.03% 327 $52K Reduce -38.0%
IWP iShares Russell Mid-Cap Grow 0.03% 298 $41K No change
IWO iShares Russell 2000 Growth 0.03% 143 $41K No change
IWM iShares Russell 2000 ETF 0.02% 138 $30K No change
SDY SS SPDR S&P Dividend ETF 0.02% 201 $27K New
VONV Vanguard Russell 1000 Value 0.02% 287 $24K No change
EFA iShares MSCI Eafe ETF 0.01% 230 $21K No change
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 0.01% 68 $7K No change
FTXN First Trust Nasdaq Oil & Gas 0.00% 201 $5K No change
EEM iShares MSCI Emerging Market 0.00% 73 $4K Reduce -18.9%

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -55.8% 4.18% −0.61
CVX Chevron Corp. Reduce -8.7% 1.57% −0.49
BMY Bristol-Myers Squibb Co. Reduce -2.4% 0.96% −0.37
XOM Exxon Mobil Corp. Reduce -5.0% 1.69% −0.32
AMGN Amgen Inc. Reduce -40.7% 1.40% −0.26
BRK.B Berkshire Hathaway Inc. Class B Reduce -77.6% 1.52% −0.23
PEP Pepsico Inc. Reduce -1.2% 1.23% −0.22
MRK Merck & Co. Inc. Reduce -43.5% 1.04% −0.21
MEAR Ishrs Short Mat Muni Act ETF Reduce -43.0% 0.25% −0.20
FSMB First Trust Short Dur Manag Reduce -13.2% 1.07% −0.19
JNJ Johnson & Johnson Reduce -60.4% 1.12% −0.18
QAI Nylim HDG MLT-STR TRC ETF-Ui Sold out 0.00% −0.18
AON Aon PLC Class A Sold out 0.00% −0.16
BP BP PLC-Spons ADR Reduce -3.1% 0.78% −0.15
UNP Union Pacific Corp. Sold out 0.00% −0.14
ZBH Zimmer Biomet Holdings Inc. Sold out 0.00% −0.14
GHC Graham Holdings Co. Class B Reduce -3.4% 1.67% −0.13
ALL Allstate Corp. Reduce -1.8% 1.74% −0.13
PG The Procter & Gamble Co. Reduce -33.7% 1.30% −0.13
UNH Unitedhealth Group Inc. Sold out 0.00% −0.13
MDT Medtronic PLC Reduce -48.7% 0.82% −0.12
TGT Target Corp. Reduce -5.1% 0.76% −0.11
TJX TJX Companies Inc. Reduce -4.6% 1.64% −0.10
EOG EOG Resources Inc. Reduce -1.0% 0.84% −0.09
NEE Nextera Energy Inc. Sold out 0.00% −0.09
LOW Lowe's Cos Inc. Reduce -1.9% 0.78% −0.08
KO The Coca-Cola Co. Sold out 0.00% −0.08
VZ Verizon Communications Inc. Reduce -39.7% 0.82% −0.07
PCAR Paccar Inc. Reduce -1.6% 1.01% −0.07
ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −0.06
WSM Williams-Sonoma Inc. Reduce -3.2% 2.29% −0.06
BAC Bank of America Corp. Sold out 0.00% −0.06
COST Costco Wholesale Corp. Reduce -96.1% 0.38% −0.05
TMO Thermo Fisher Scientific Inc. Reduce -1.7% 0.17% −0.05
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.9% 1.69% −0.05
MCD McDonald's Corp. Reduce -91.2% 0.27% −0.04
SBUX Starbucks Corp. Sold out 0.00% −0.04
ABBV Abbvie Inc. Reduce -1.3% 0.21% −0.04
UPS United Parcel Service Class B Sold out 0.00% −0.03
CVS CVS Health Corp. Reduce -4.0% 0.58% −0.03
SO The Southern Co. Reduce -2.0% 0.54% −0.03
V Visa Inc. Class A Reduce -89.7% 0.37% −0.03
PFE Pfizer Inc. Reduce -55.3% 0.14% −0.02
IWN iShares Russell 2000 Value E Reduce -38.0% 0.03% −0.02
HD Home Depot Inc. Reduce -2.5% 0.39% −0.02
ABEV Ambev SA-ADR Sold out 0.00% −0.02
INTC Intel Corp. Reduce -0.8% 0.31% −0.02
PWR Quanta Services Inc. Sold out 0.00% −0.01
LULU Lululemon Athletica Inc. Sold out 0.00% −0.01
AEP American Electric Power Sold out 0.00% −0.01

Portfolio Buys Q1 2025 → Q2 2025
FUMB First Trust Ultra Short Dur Add +15.6% 1.75% +0.20
LMBS First Trust Low Duration Opp Add +33.0% 0.85% +0.20
RDVY First Trust Rising Dividend Add +1.5% 3.20% +0.18
UFOX Defiance Space and Connectiv New 0.16% +0.16
SPYG SS SPDR P S&P 500 Growth ETF New 0.12% +0.12
VOO Vanguard S&P 500 ETF Add +6.5% 0.54% +0.07
MSGS Madison Square Garden Sports Add +0.1% 0.92% +0.04
SDY SS SPDR S&P Dividend ETF New 0.02% +0.02
WRB WR Berkley Corp. Add +0.2% 1.58% +0.01
T AT&T Inc. Add +0.7% 1.17% +0.01
CTSH Cognizant Tech Solutions-A Add +0.4% 0.69% −0.00
ELV Elevance Health Inc. Add +0.0% 0.67% −0.10

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