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

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 Q2 2025 Q3 2025: $170.3M $170.3M Q3 2025 Q4 2025: $178.4M Q4 2025 Q1 2026: $182.7M Q1 2026 Q2 2026: $212.1M Q2 2026

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
IVE iShares S&P 500 Value ETF 0.05% 376 $78K No change
FTSM First Trust Enh Short Mat FD 0.04% 1,175 $70K No change
VLUE iShares MSCI USA Value Facto 0.04% 488 $61K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 191 $56K No change
IWP iShares Russell Mid-Cap Grow 0.02% 298 $42K No change
IWN iShares Russell 2000 Value E 0.02% 200 $35K Reduce -38.8%
SDY SS SPDR S&P Dividend ETF 0.02% 201 $28K No change
IWO iShares Russell 2000 Growth 0.02% 82 $26K Reduce -42.7%
IWM iShares Russell 2000 ETF 0.02% 108 $26K Reduce -21.7%
VONV Vanguard Russell 1000 Value 0.02% 287 $26K No change
FTXN First Trust Nasdaq Oil & Gas 0.00% 201 $6K No change
EEM iShares MSCI Emerging Market 0.00% 73 $4K 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

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