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

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

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
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 191 $55K No change
FTSM First Trust Enh Short Mat FD 0.02% 700 $42K Reduce -40.4%
IWP iShares Russell Mid-Cap Grow 0.02% 298 $41K No change
IWN iShares Russell 2000 Value E 0.02% 200 $36K No change
SDY SS SPDR S&P Dividend ETF 0.02% 201 $28K No change
IWM iShares Russell 2000 ETF 0.01% 108 $27K No change
VONV Vanguard Russell 1000 Value 0.01% 287 $26K No change
IWO iShares Russell 2000 Growth 0.01% 82 $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
SCHA Schwab US Small-Cap ETF 0.00% 36 $1K New
IYZ iShares US Telecommunication 0.00% 17 $576 New

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

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