Insight Inv LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Insight Inv LLC reported 112 stock positions worth $178.4 million. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Alphabet Class A (GOOGL, 3.3%) and First Trust Rising Dividend (RDVY, 2.9%). Compared with Q3 2025, it opened 4 new positions, sold out of 4, added to 48 and reduced 36. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale an exit from Target (TGT).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001909322
- Portfolio Value
- $178.4M (Q4 2025)
- SEC Filing
- 0001398344-26-002438 ↗ filed Feb 6, 2026
Holdings Value
Holdings 112 stocks · $178.4M
| AAPL Apple Inc. | 4.89% | 32,061 | $8.7M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 3.35% | 19,064 | $6.0M | Add +0.2% |
| RDVY First Trust Rising Dividend | 2.93% | 75,291 | $5.2M | Add +9.7% |
| MSFT Microsoft Corp. | 2.68% | 9,882 | $4.8M | Reduce -1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.50% | 15,078 | $4.5M | Reduce -1.1% |
| AXP American Express Co. | 2.46% | 11,864 | $4.4M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 2.46% | 13,599 | $4.4M | Add +0.8% |
| AMZN Amazon.com Inc. | 2.26% | 17,462 | $4.0M | Add +3.2% |
| MRVL Marvell Technology Inc. | 2.17% | 45,489 | $3.9M | Add +5.2% |
| AMAT Applied Materials Inc. | 2.09% | 14,478 | $3.7M | Add +0.0% |
| GLW Corning Inc. | 2.06% | 42,032 | $3.7M | Add +0.1% |
| WMT Walmart Inc. | 2.04% | 32,654 | $3.6M | Reduce -0.9% |
| GHC Graham Holdings Co. Class B | 1.99% | 3,233 | $3.6M | Add +18.1% |
| WSM Williams-Sonoma Inc. | 1.99% | 19,839 | $3.5M | Reduce -2.7% |
| MS Morgan Stanley | 1.89% | 18,966 | $3.4M | Add +1.9% |
| RTX RTX Corp. | 1.82% | 17,662 | $3.2M | Reduce -1.5% |
| ORCL Oracle Corp. | 1.79% | 16,424 | $3.2M | Add +0.1% |
| C Citigroup Inc. | 1.78% | 27,148 | $3.2M | Add +0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.76% | 20,485 | $3.1M | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 1.76% | 40,673 | $3.1M | Reduce -0.1% |
| GD General Dynamics Corp. | 1.69% | 8,967 | $3.0M | Add +3.3% |
| QCOM Qualcomm Inc. | 1.62% | 16,886 | $2.9M | Reduce -3.4% |
| XOM Exxon Mobil Corp. | 1.61% | 23,869 | $2.9M | No change |
| AMGN Amgen Inc. | 1.60% | 8,733 | $2.9M | Add +2.0% |
| ALL Allstate Corp. | 1.56% | 13,405 | $2.8M | Add +2.5% |
| PEP Pepsico Inc. | 1.55% | 19,310 | $2.8M | Add +15.7% |
| PNC PNC Financial Services Group | 1.48% | 12,632 | $2.6M | Add +21.3% |
| FUMB First Trust Ultra Short Dur | 1.47% | 130,745 | $2.6M | Reduce -13.3% |
| CVX Chevron Corp. | 1.46% | 17,058 | $2.6M | Add +2.5% |
| JNJ Johnson & Johnson | 1.41% | 12,176 | $2.5M | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 1.38% | 5,199 | $2.5M | Reduce -1.4% |
| MSGS Madison Square Garden Sports | 1.38% | 9,510 | $2.5M | Add +9.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.37% | 30,627 | $2.4M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.36% | 4,836 | $2.4M | Add +1.4% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 1.36% | 34,618 | $2.4M | Reduce -0.3% |
| JCI Johnson Controls Internation | 1.36% | 20,189 | $2.4M | Add +1.5% |
| LMBS First Trust Low Duration Opp | 1.32% | 47,232 | $2.4M | Add +23.8% |
| EMR Emerson Electric Co. | 1.30% | 17,457 | $2.3M | Add +0.7% |
| EOG EOG Resources Inc. | 1.28% | 21,740 | $2.3M | Add +25.6% |
| MRK Merck & Co. Inc. | 1.23% | 20,794 | $2.2M | Add +8.6% |
| LNC Lincoln National Corp. | 1.20% | 48,127 | $2.1M | Add +0.5% |
| IWD iShares Russell 1000 Value E | 1.15% | 9,767 | $2.1M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 1.12% | 13,986 | $2.0M | No change |
| PCAR Paccar Inc. | 1.05% | 17,183 | $1.9M | Reduce -1.7% |
| VOO Vanguard S&P 500 ETF | 1.01% | 2,870 | $1.8M | Add +0.5% |
| BP BP PLC-Spons ADR | 1.01% | 51,646 | $1.8M | Add +23.7% |
| FSMB First Trust Short Dur Manag | 0.99% | 88,235 | $1.8M | Add +1.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.93% | 14,599 | $1.7M | Reduce -25.4% |
| LOW Lowe's Cos Inc. | 0.86% | 6,377 | $1.5M | Add +2.7% |
| T AT&T Inc. | 0.83% | 59,529 | $1.5M | Reduce -0.4% |
| QUAL iShares MSCI USA Quality Fac | 0.77% | 6,924 | $1.4M | Add +32.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.71% | 13,425 | $1.3M | Add +18.0% |
| CTSH Cognizant Tech Solutions-A | 0.60% | 12,941 | $1.1M | Reduce -7.5% |
| VCIT Vanguard Int-Term Corporate | 0.58% | 12,361 | $1.0M | Add +31.4% |
| LH Labcorp Holdings Inc. | 0.55% | 3,914 | $982K | Reduce -1.0% |
| AVGO Broadcom Inc. | 0.54% | 2,773 | $960K | Add +33.5% |
| CVS CVS Health Corp. | 0.51% | 11,487 | $912K | Reduce -1.5% |
| SCHD Schwab US DVD Equity ETF | 0.50% | 32,229 | $884K | Add +29.1% |
| BMY Bristol-Myers Squibb Co. | 0.48% | 15,826 | $854K | Reduce -35.7% |
| VZ Verizon Communications Inc. | 0.48% | 20,874 | $850K | Reduce -30.9% |
| ELV Elevance Health Inc. | 0.47% | 2,409 | $844K | Reduce -0.6% |
| INTC Intel Corp. | 0.47% | 22,507 | $831K | Reduce -6.0% |
| GOOG Alphabet Inc. Class C | 0.43% | 2,470 | $775K | Add +3.5% |
| SO The Southern Co. | 0.43% | 8,845 | $771K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.43% | 4,030 | $770K | No change |
| PSLV Sprott Physical Silver Trust | 0.34% | 25,750 | $609K | No change |
| MDT Medtronic PLC | 0.34% | 6,243 | $600K | Reduce -45.2% |
| HD Home Depot Inc. | 0.33% | 1,723 | $593K | Add +6.8% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 8,800 | $581K | Add +4.9% |
| TPL Texas Pacific Land Corp. | 0.30% | 1,890 | $543K | New |
| SDVY First Trust Smid Cap Rising | 0.30% | 13,770 | $528K | Add +2.0% |
| V Visa Inc. Class A | 0.29% | 1,483 | $520K | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.26% | 542 | $467K | Reduce -1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 4,781 | $428K | Add +2.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.23% | 3,141 | $413K | Reduce -11.3% |
| MCD McDonald's Corp. | 0.21% | 1,227 | $375K | Reduce -9.7% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 601 | $348K | Add +1.9% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 2,828 | $340K | No change |
| RGLD Royal Gold Inc. | 0.19% | 1,521 | $338K | Add +1.4% |
| ABBV Abbvie Inc. | 0.17% | 1,316 | $301K | Reduce -13.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.16% | 3,014 | $292K | Reduce -1.0% |
| UFOX Defiance Space and Connectiv | 0.16% | 4,567 | $292K | Add +24.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.16% | 2,498 | $290K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 1,353 | $287K | Add +18.4% |
| PSKY Paramount Skydance Class B | 0.16% | 20,790 | $279K | Add +9.2% |
| FICO Fair Isaac Corp. | 0.16% | 164 | $277K | No change |
| MEAR Ishrs Short Mat Muni Act ETF | 0.15% | 5,300 | $267K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.15% | 1,865 | $263K | No change |
| NVDA Nvidia Corp. | 0.15% | 1,399 | $261K | Reduce -0.1% |
| PRF Invesco Rafi US 1000 ETF | 0.14% | 5,205 | $244K | No change |
| DVY iShares Select Dividend ETF | 0.13% | 1,662 | $235K | No change |
| PANW Palo Alto Networks Inc. | 0.12% | 1,141 | $210K | Add +1.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.11% | 1,815 | $194K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.10% | 1,573 | $179K | Reduce -12.1% |
| IVV iShares Core S&P 500 ETF | 0.09% | 237 | $162K | Add +20.9% |
| IVW iShares S&P 500 Growth ETF | 0.08% | 1,113 | $137K | Reduce -6.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 223 | $109K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.06% | 722 | $102K | Reduce -5.3% |
| IVE iShares S&P 500 Value ETF | 0.04% | 376 | $80K | No change |
| BTF Valkyrie ETF Trust II | 0.03% | 11,300 | $59K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| TGT Target Corp. | Sold out | 0.00% | −0.42 |
| DIS The Walt Disney Co. | Reduce -25.4% | 0.93% | −0.38 |
| MSFT Microsoft Corp. | Reduce -1.6% | 2.68% | −0.37 |
| WSM Williams-Sonoma Inc. | Reduce -2.7% | 1.99% | −0.35 |
| FUMB First Trust Ultra Short Dur | Reduce -13.3% | 1.47% | −0.31 |
| VZ Verizon Communications Inc. | Reduce -30.9% | 0.48% | −0.30 |
| MDT Medtronic PLC | Reduce -45.2% | 0.34% | −0.30 |
| WRB WR Berkley Corp. | Reduce -0.3% | 1.36% | −0.20 |
| BMY Bristol-Myers Squibb Co. | Reduce -35.7% | 0.48% | −0.17 |
| T AT&T Inc. | Reduce -0.4% | 0.83% | −0.16 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.13 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.12 |
| LH Labcorp Holdings Inc. | Reduce -1.0% | 0.55% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -3.4% | 1.62% | −0.09 |
| IWF iShares Russell 1000 Growth | Reduce -1.4% | 1.38% | −0.07 |
| ABBV Abbvie Inc. | Reduce -13.4% | 0.17% | −0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -11.3% | 0.23% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 0.26% | −0.04 |
| VLUE iShares MSCI USA Value Facto | Sold out | 0.00% | −0.04 |
| MCD McDonald's Corp. | Reduce -9.7% | 0.21% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -1.1% | 2.50% | −0.02 |
| FTSM First Trust Enh Short Mat FD | Reduce -40.4% | 0.02% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -0.0% | 1.15% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -12.1% | 0.10% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -6.9% | 0.08% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -1.0% | 0.16% | −0.01 |
| NVDA Nvidia Corp. | Reduce -0.1% | 0.15% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -5.3% | 0.06% | −0.01 |
| INTC Intel Corp. | Reduce -6.0% | 0.47% | −0.01 |
| V Visa Inc. Class A | Reduce -0.1% | 0.29% | −0.01 |
| CVS CVS Health Corp. | Reduce -1.5% | 0.51% | −0.01 |
| TJX TJX Companies Inc. | Reduce -1.3% | 1.76% | +0.00 |
| ELV Elevance Health Inc. | Reduce -0.6% | 0.47% | +0.01 |
| WMT Walmart Inc. | Reduce -0.9% | 2.04% | +0.05 |
| PCAR Paccar Inc. | Reduce -1.7% | 1.05% | +0.05 |
| CTSH Cognizant Tech Solutions-A | Reduce -7.5% | 0.60% | +0.05 |
| RTX RTX Corp. | Reduce -1.5% | 1.82% | +0.05 |
| JNJ Johnson & Johnson | Reduce -0.9% | 1.41% | +0.07 |
| CSCO Cisco Systems Inc. | Reduce -0.1% | 1.76% | +0.12 |
| AXP American Express Co. | Reduce -0.9% | 2.46% | +0.13 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +0.2% | 3.35% | +0.63 |
| AMAT Applied Materials Inc. | Add +0.0% | 2.09% | +0.35 |
| TPL Texas Pacific Land Corp. | New | 0.30% | +0.30 |
| MRK Merck & Co. Inc. | Add +8.6% | 1.23% | +0.28 |
| PNC PNC Financial Services Group | Add +21.3% | 1.48% | +0.25 |
| RDVY First Trust Rising Dividend | Add +9.7% | 2.93% | +0.22 |
| MSGS Madison Square Garden Sports | Add +9.1% | 1.38% | +0.22 |
| LMBS First Trust Low Duration Opp | Add +23.8% | 1.32% | +0.21 |
| AAPL Apple Inc. | Add +1.9% | 4.89% | +0.18 |
| AMGN Amgen Inc. | Add +2.0% | 1.60% | +0.18 |
| PEP Pepsico Inc. | Add +15.7% | 1.55% | +0.18 |
| QUAL iShares MSCI USA Quality Fac | Add +32.5% | 0.77% | +0.17 |
| BNY Bank of New York Mellon Corp. | New | 0.16% | +0.16 |
| BP BP PLC-Spons ADR | Add +23.7% | 1.01% | +0.16 |
| C Citigroup Inc. | Add +0.2% | 1.78% | +0.16 |
| MS Morgan Stanley | Add +1.9% | 1.89% | +0.15 |
| EOG EOG Resources Inc. | Add +25.6% | 1.28% | +0.14 |
| AVGO Broadcom Inc. | Add +33.5% | 0.54% | +0.14 |
| VCIT Vanguard Int-Term Corporate | Add +31.4% | 0.58% | +0.12 |
| GHC Graham Holdings Co. Class B | Add +18.1% | 1.99% | +0.10 |
| SCHD Schwab US DVD Equity ETF | Add +29.1% | 0.50% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +3.5% | 0.43% | +0.09 |
| AMZN Amazon.com Inc. | Add +3.2% | 2.26% | +0.08 |
| USMV iShares MSCI USA Min Vol Fac | Add +18.0% | 0.71% | +0.07 |
| JCI Johnson Controls Internation | Add +1.5% | 1.36% | +0.07 |
| LNC Lincoln National Corp. | Add +0.5% | 1.20% | +0.07 |
| GLW Corning Inc. | Add +0.1% | 2.06% | +0.04 |
| MRVL Marvell Technology Inc. | Add +5.2% | 2.17% | +0.03 |
| UFOX Defiance Space and Connectiv | Add +24.6% | 0.16% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +1.9% | 0.20% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +18.4% | 0.16% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +20.9% | 0.09% | +0.01 |
| RGLD Royal Gold Inc. | Add +1.4% | 0.19% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +4.9% | 0.33% | +0.00 |
| SCHA Schwab US Small-Cap ETF | New | 0.00% | +0.00 |
| IYZ iShares US Telecommunication | New | 0.00% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.4% | 0.24% | +0.00 |
| SDVY First Trust Smid Cap Rising | Add +2.0% | 0.30% | −0.01 |
| PANW Palo Alto Networks Inc. | Add +1.0% | 0.12% | −0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 1.01% | −0.02 |
| FSMB First Trust Short Dur Manag | Add +1.7% | 0.99% | −0.03 |
| EMR Emerson Electric Co. | Add +0.7% | 1.30% | −0.04 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 2.46% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.4% | 1.36% | −0.05 |
| GD General Dynamics Corp. | Add +3.3% | 1.69% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.4% | 1.37% | −0.05 |
| HD Home Depot Inc. | Add +6.8% | 0.33% | −0.05 |
| LOW Lowe's Cos Inc. | Add +2.7% | 0.86% | −0.05 |
| PSKY Paramount Skydance Class B | Add +9.2% | 0.16% | −0.06 |
| CVX Chevron Corp. | Add +2.5% | 1.46% | −0.06 |
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 |