Insight Inv LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Insight Inv LLC reported 112 stock positions worth $170.3 million. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by Microsoft (MSFT, 3.1%) and Alphabet Class A (GOOGL, 2.7%). Compared with Q2 2025, it opened 5 new positions, sold out of 9, added to 45 and reduced 42. The biggest buy was a new position in iShares MSCI USA Min Vol Fac (USMV) and the biggest sale First Trust Rising Dividend (RDVY, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001909322
- Portfolio Value
- $170.3M (Q3 2025)
- SEC Filing
- 0001398344-25-019897 ↗ filed Oct 28, 2025
Holdings Value
Holdings 112 stocks · $170.3M
| AAPL Apple Inc. | 4.70% | 31,448 | $8.0M | Add +3.5% |
| MSFT Microsoft Corp. | 3.05% | 10,039 | $5.2M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 2.72% | 19,027 | $4.6M | Add +7.0% |
| RDVY First Trust Rising Dividend | 2.71% | 68,652 | $4.6M | Reduce -9.6% |
| ORCL Oracle Corp. | 2.71% | 16,411 | $4.6M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.53% | 15,247 | $4.3M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 2.50% | 13,495 | $4.3M | Add +0.7% |
| WSM Williams-Sonoma Inc. | 2.34% | 20,390 | $4.0M | Reduce -2.5% |
| AXP American Express Co. | 2.34% | 11,974 | $4.0M | Add +1.4% |
| AMZN Amazon.com Inc. | 2.18% | 16,921 | $3.7M | Reduce -5.2% |
| MRVL Marvell Technology Inc. | 2.13% | 43,242 | $3.6M | Add +18.5% |
| GLW Corning Inc. | 2.02% | 42,007 | $3.4M | Add +0.4% |
| WMT Walmart Inc. | 1.99% | 32,958 | $3.4M | Reduce -0.6% |
| GHC Graham Holdings Co. Class B | 1.89% | 2,738 | $3.2M | Add +4.3% |
| FUMB First Trust Ultra Short Dur | 1.78% | 150,745 | $3.0M | Add +16.0% |
| RTX RTX Corp. | 1.76% | 17,937 | $3.0M | Add +1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.76% | 20,753 | $3.0M | Add +5.0% |
| AMAT Applied Materials Inc. | 1.74% | 14,476 | $3.0M | Add +35.5% |
| GD General Dynamics Corp. | 1.74% | 8,682 | $3.0M | Add +14.8% |
| MS Morgan Stanley | 1.74% | 18,619 | $3.0M | Add +5.3% |
| QCOM Qualcomm Inc. | 1.71% | 17,475 | $2.9M | Add +2.1% |
| ALL Allstate Corp. | 1.65% | 13,080 | $2.8M | Add +1.6% |
| CSCO Cisco Systems Inc. | 1.64% | 40,717 | $2.8M | Add +3.0% |
| C Citigroup Inc. | 1.62% | 27,103 | $2.8M | Add +0.6% |
| XOM Exxon Mobil Corp. | 1.58% | 23,869 | $2.7M | Add +1.9% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 1.56% | 34,730 | $2.7M | Add +8.4% |
| CVX Chevron Corp. | 1.52% | 16,642 | $2.6M | Add +1.8% |
| IWF iShares Russell 1000 Growth | 1.45% | 5,275 | $2.5M | Reduce -6.2% |
| AMGN Amgen Inc. | 1.42% | 8,563 | $2.4M | Add +14.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.42% | 30,192 | $2.4M | Reduce -4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.41% | 4,771 | $2.4M | Add +2.4% |
| PEP Pepsico Inc. | 1.38% | 16,685 | $2.3M | Add +20.0% |
| JNJ Johnson & Johnson | 1.34% | 12,291 | $2.3M | Add +12.8% |
| EMR Emerson Electric Co. | 1.34% | 17,337 | $2.3M | Add +9.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.31% | 19,561 | $2.2M | Add +7.3% |
| JCI Johnson Controls Internation | 1.28% | 19,889 | $2.2M | Add +4.0% |
| PG The Procter & Gamble Co. | 1.26% | 13,986 | $2.1M | Add +14.9% |
| PNC PNC Financial Services Group | 1.23% | 10,412 | $2.1M | Add +6.3% |
| IWD iShares Russell 1000 Value E | 1.17% | 9,771 | $2.0M | Reduce -3.4% |
| MSGS Madison Square Garden Sports | 1.16% | 8,715 | $2.0M | Add +32.8% |
| EOG EOG Resources Inc. | 1.14% | 17,315 | $1.9M | Add +65.5% |
| LNC Lincoln National Corp. | 1.13% | 47,877 | $1.9M | Add +16.5% |
| LMBS First Trust Low Duration Opp | 1.12% | 38,167 | $1.9M | Add +48.1% |
| VOO Vanguard S&P 500 ETF | 1.03% | 2,855 | $1.7M | Add +100.6% |
| FSMB First Trust Short Dur Manag | 1.02% | 86,735 | $1.7M | Add +8.0% |
| PCAR Paccar Inc. | 1.01% | 17,478 | $1.7M | Add +10.6% |
| T AT&T Inc. | 0.99% | 59,768 | $1.7M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.94% | 19,142 | $1.6M | Reduce -2.6% |
| LOW Lowe's Cos Inc. | 0.92% | 6,207 | $1.6M | Add +17.9% |
| BP BP PLC-Spons ADR | 0.84% | 41,746 | $1.4M | Add +6.9% |
| VZ Verizon Communications Inc. | 0.78% | 30,201 | $1.3M | Add +6.8% |
| LH Labcorp Holdings Inc. | 0.67% | 3,954 | $1.1M | Add +0.6% |
| BMY Bristol-Myers Squibb Co. | 0.65% | 24,596 | $1.1M | Reduce -20.7% |
| MDT Medtronic PLC | 0.64% | 11,394 | $1.1M | Reduce -19.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.64% | 11,380 | $1.1M | New |
| QUAL iShares MSCI USA Quality Fac | 0.60% | 5,226 | $1.0M | New |
| CTSH Cognizant Tech Solutions-A | 0.55% | 13,986 | $938K | Add +5.4% |
| CVS CVS Health Corp. | 0.52% | 11,662 | $879K | Reduce -7.3% |
| SO The Southern Co. | 0.49% | 8,845 | $838K | No change |
| INTC Intel Corp. | 0.47% | 23,947 | $803K | Add +14.3% |
| VCIT Vanguard Int-Term Corporate | 0.46% | 9,406 | $791K | Add +44.5% |
| ELV Elevance Health Inc. | 0.46% | 2,424 | $783K | Reduce -5.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.44% | 4,030 | $752K | Reduce -8.9% |
| TGT Target Corp. | 0.42% | 7,990 | $717K | Reduce -30.4% |
| AVGO Broadcom Inc. | 0.40% | 2,078 | $686K | Reduce -4.9% |
| SCHD Schwab US DVD Equity ETF | 0.40% | 24,974 | $682K | New |
| HD Home Depot Inc. | 0.38% | 1,613 | $654K | Add +1.4% |
| GOOG Alphabet Inc. Class C | 0.34% | 2,386 | $581K | Reduce -6.6% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 8,390 | $548K | Reduce -18.0% |
| SDVY First Trust Smid Cap Rising | 0.30% | 13,500 | $513K | Reduce -37.1% |
| COST Costco Wholesale Corp. | 0.30% | 548 | $507K | Reduce -4.4% |
| V Visa Inc. Class A | 0.30% | 1,485 | $507K | Reduce -3.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.27% | 3,541 | $459K | Reduce -6.8% |
| MCD McDonald's Corp. | 0.24% | 1,359 | $413K | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 4,671 | $408K | Reduce -45.2% |
| PSLV Sprott Physical Silver Trust | 0.24% | 25,750 | $404K | No change |
| PSKY Paramount Skydance Class B | 0.21% | 19,035 | $360K | New |
| ABBV Abbvie Inc. | 0.21% | 1,520 | $352K | Reduce -10.5% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 2,828 | $336K | No change |
| RGLD Royal Gold Inc. | 0.18% | 1,500 | $301K | Reduce -11.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.17% | 3,044 | $292K | Reduce -8.1% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 590 | $286K | Reduce -5.9% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.16% | 5,300 | $268K | Reduce -27.4% |
| NVDA Nvidia Corp. | 0.15% | 1,401 | $261K | Reduce -23.3% |
| IWS iShares Russell Mid-Cap Valu | 0.15% | 1,865 | $260K | Reduce -5.3% |
| FICO Fair Isaac Corp. | 0.14% | 164 | $245K | Reduce -1.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 1,143 | $239K | No change |
| DVY iShares Select Dividend ETF | 0.14% | 1,662 | $236K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.14% | 5,205 | $235K | No change |
| PANW Palo Alto Networks Inc. | 0.14% | 1,130 | $230K | Reduce -7.3% |
| UFOX Defiance Space and Connectiv | 0.13% | 3,665 | $226K | Reduce -20.6% |
| URI United Rentals Inc. | 0.13% | 228 | $218K | New |
| TXN Texas Instruments Inc. | 0.12% | 1,151 | $211K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.12% | 1,789 | $198K | Reduce -46.2% |
| BTF Valkyrie ETF Trust II | 0.12% | 11,300 | $196K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.11% | 1,815 | $190K | No change |
| IVW iShares S&P 500 Growth ETF | 0.08% | 1,195 | $144K | Reduce -6.6% |
| IVV iShares Core S&P 500 ETF | 0.08% | 196 | $131K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.06% | 762 | $108K | Reduce -20.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 223 | $107K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| RDVY First Trust Rising Dividend | Reduce -9.6% | 2.71% | −0.48 |
| AMZN Amazon.com Inc. | Reduce -5.2% | 2.18% | −0.44 |
| MSFT Microsoft Corp. | Reduce -2.9% | 3.05% | −0.40 |
| TGT Target Corp. | Reduce -30.4% | 0.42% | −0.34 |
| BMY Bristol-Myers Squibb Co. | Reduce -20.7% | 0.65% | −0.31 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.7% | 1.42% | −0.27 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -45.2% | 0.24% | −0.24 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.23 |
| ELV Elevance Health Inc. | Reduce -5.6% | 0.46% | −0.21 |
| SDVY First Trust Smid Cap Rising | Reduce -37.1% | 0.30% | −0.21 |
| MDT Medtronic PLC | Reduce -19.0% | 0.64% | −0.19 |
| WMT Walmart Inc. | Reduce -0.6% | 1.99% | −0.18 |
| T AT&T Inc. | Reduce -0.5% | 0.99% | −0.17 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.17 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.16 |
| IWF iShares Russell 1000 Growth | Reduce -6.2% | 1.45% | −0.15 |
| IWD iShares Russell 1000 Value E | Reduce -3.4% | 1.17% | −0.15 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.14 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -46.2% | 0.12% | −0.11 |
| IJH iShares Core S&P Midcap ETF | Reduce -18.0% | 0.32% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -2.6% | 0.94% | −0.10 |
| MEAR Ishrs Short Mat Muni Act ETF | Reduce -27.4% | 0.16% | −0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.9% | 0.44% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -4.4% | 0.30% | −0.08 |
| V Visa Inc. Class A | Reduce -3.7% | 0.30% | −0.07 |
| CVS CVS Health Corp. | Reduce -7.3% | 0.52% | −0.07 |
| FICO Fair Isaac Corp. | Reduce -1.2% | 0.14% | −0.06 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -6.8% | 0.27% | −0.05 |
| NVDA Nvidia Corp. | Reduce -23.3% | 0.15% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -7.3% | 0.14% | −0.03 |
| UFOX Defiance Space and Connectiv | Reduce -20.6% | 0.13% | −0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -8.1% | 0.17% | −0.03 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.24% | −0.03 |
| RGLD Royal Gold Inc. | Reduce -11.0% | 0.18% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -20.9% | 0.06% | −0.02 |
| IWS iShares Russell Mid-Cap Valu | Reduce -5.3% | 0.15% | −0.02 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -38.8% | 0.02% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -42.7% | 0.02% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -6.6% | 0.08% | −0.01 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.01 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.01 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.01 |
| ABBV Abbvie Inc. | Reduce -10.5% | 0.21% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -21.7% | 0.02% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.9% | 0.17% | −0.00 |
| AVGO Broadcom Inc. | Reduce -4.9% | 0.40% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -6.6% | 0.34% | +0.04 |
| WSM Williams-Sonoma Inc. | Reduce -2.5% | 2.34% | +0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| USMV iShares MSCI USA Min Vol Fac | New | 0.64% | +0.64 |
| GOOGL Alphabet Inc. Class A | Add +7.0% | 2.72% | +0.61 |
| QUAL iShares MSCI USA Quality Fac | New | 0.60% | +0.60 |
| GLW Corning Inc. | Add +0.4% | 2.02% | +0.55 |
| AAPL Apple Inc. | Add +3.5% | 4.70% | +0.52 |
| VOO Vanguard S&P 500 ETF | Add +100.6% | 1.03% | +0.48 |
| AMAT Applied Materials Inc. | Add +35.5% | 1.74% | +0.43 |
| SCHD Schwab US DVD Equity ETF | New | 0.40% | +0.40 |
| EOG EOG Resources Inc. | Add +65.5% | 1.14% | +0.30 |
| LMBS First Trust Low Duration Opp | Add +48.1% | 1.12% | +0.26 |
| GD General Dynamics Corp. | Add +14.8% | 1.74% | +0.26 |
| MSGS Madison Square Garden Sports | Add +32.8% | 1.16% | +0.24 |
| MRVL Marvell Technology Inc. | Add +18.5% | 2.13% | +0.24 |
| GHC Graham Holdings Co. Class B | Add +4.3% | 1.89% | +0.23 |
| JNJ Johnson & Johnson | Add +12.8% | 1.34% | +0.22 |
| PSKY Paramount Skydance Class B | New | 0.21% | +0.21 |
| LNC Lincoln National Corp. | Add +16.5% | 1.13% | +0.18 |
| INTC Intel Corp. | Add +14.3% | 0.47% | +0.16 |
| PEP Pepsico Inc. | Add +20.0% | 1.38% | +0.14 |
| LOW Lowe's Cos Inc. | Add +17.9% | 0.92% | +0.13 |
| URI United Rentals Inc. | New | 0.13% | +0.13 |
| TJX TJX Companies Inc. | Add +5.0% | 1.76% | +0.12 |
| VCIT Vanguard Int-Term Corporate | Add +44.5% | 0.46% | +0.10 |
| C Citigroup Inc. | Add +0.6% | 1.62% | +0.08 |
| MS Morgan Stanley | Add +5.3% | 1.74% | +0.07 |
| BP BP PLC-Spons ADR | Add +6.9% | 0.84% | +0.06 |
| FUMB First Trust Ultra Short Dur | Add +16.0% | 1.78% | +0.03 |
| RTX RTX Corp. | Add +1.2% | 1.76% | +0.03 |
| AMGN Amgen Inc. | Add +14.1% | 1.42% | +0.01 |
| PNC PNC Financial Services Group | Add +6.3% | 1.23% | +0.00 |
| PCAR Paccar Inc. | Add +10.6% | 1.01% | +0.00 |
| HD Home Depot Inc. | Add +1.4% | 0.38% | −0.01 |
| WRB WR Berkley Corp. | Add +8.4% | 1.56% | −0.02 |
| LH Labcorp Holdings Inc. | Add +0.6% | 0.67% | −0.03 |
| PG The Procter & Gamble Co. | Add +14.9% | 1.26% | −0.04 |
| VZ Verizon Communications Inc. | Add +6.8% | 0.78% | −0.04 |
| FSMB First Trust Short Dur Manag | Add +8.0% | 1.02% | −0.05 |
| CVX Chevron Corp. | Add +1.8% | 1.52% | −0.05 |
| JCI Johnson Controls Internation | Add +4.0% | 1.28% | −0.07 |
| EMR Emerson Electric Co. | Add +9.2% | 1.34% | −0.09 |
| ALL Allstate Corp. | Add +1.6% | 1.65% | −0.09 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 2.50% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.4% | 1.41% | −0.11 |
| XOM Exxon Mobil Corp. | Add +1.9% | 1.58% | −0.11 |
| QCOM Qualcomm Inc. | Add +2.1% | 1.71% | −0.12 |
| CTSH Cognizant Tech Solutions-A | Add +5.4% | 0.55% | −0.14 |
| AXP American Express Co. | Add +1.4% | 2.34% | −0.19 |
| DIS The Walt Disney Co. | Add +7.3% | 1.31% | −0.20 |
| CSCO Cisco Systems Inc. | Add +3.0% | 1.64% | −0.20 |
| IBM Intl Business Machines Corp. | Add +2.2% | 2.53% | −0.42 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 109 | $212.1M | MRVL, AMAT, GLW, AAPL, RDVY |
| Q1 2026 | 104 | $182.7M | AAPL, RDVY, GOOGL, GLW, AMAT |
| Q4 2025 | 112 | $178.4M | AAPL, GOOGL, RDVY, MSFT, IBM |
| Q3 2025 | 112 | $170.3M | AAPL, MSFT, GOOGL, RDVY, ORCL |
| Q2 2025 | 116 | $149.1M | AAPL, MSFT, RDVY, IBM, AMZN |
| Q1 2025 | 133 | $145.4M | AAPL, RDVY, MSFT, IBM, AMZN |
| Q4 2024 | 124 | $143.6M | AAPL, MSFT, AMZN, WSM, MRVL |
| Q3 2024 | 89 | $119.2M | AAPL, MSFT, WSM, AXP, AMZN |
| Q2 2024 | 88 | $115.8M | AAPL, MSFT, WSM, QCOM, AMZN |
| Q1 2024 | 89 | $115.2M | AAPL, WSM, MSFT, AMZN, QCOM |