Insight Inv LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Insight Inv LLC reported 104 stock positions worth $182.7 million. Its top holding was Apple (AAPL) at 4.4% of the portfolio, followed by First Trust Rising Dividend (RDVY, 3.2%) and Alphabet Class A (GOOGL, 3.0%). Compared with Q4 2025, it sold out of 8, added to 45 and reduced 48. The biggest buy was EOG Resources (EOG, shares +8%) and the biggest sale an exit from Cognizant Tech Solutions-A (CTSH).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001909322
- Portfolio Value
- $182.7M (Q1 2026)
- SEC Filing
- 0001398344-26-007345 ↗ filed Apr 28, 2026
Holdings Value
Holdings 104 stocks · $182.7M
| AAPL Apple Inc. | 4.44% | 31,970 | $8.1M | Reduce -0.3% |
| RDVY First Trust Rising Dividend | 3.21% | 85,879 | $5.9M | Add +14.1% |
| GOOGL Alphabet Inc. Class A | 2.99% | 19,013 | $5.5M | Reduce -0.3% |
| GLW Corning Inc. | 2.99% | 40,132 | $5.5M | Reduce -4.5% |
| AMAT Applied Materials Inc. | 2.67% | 14,263 | $4.9M | Reduce -1.5% |
| MRVL Marvell Technology Inc. | 2.48% | 45,689 | $4.5M | Add +0.4% |
| MSFT Microsoft Corp. | 2.32% | 11,453 | $4.2M | Add +15.9% |
| WMT Walmart Inc. | 2.22% | 32,650 | $4.1M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 2.21% | 23,829 | $4.0M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 2.20% | 13,664 | $4.0M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.01% | 15,158 | $3.7M | Add +0.5% |
| AMZN Amazon.com Inc. | 2.00% | 17,593 | $3.7M | Add +0.8% |
| CVX Chevron Corp. | 1.96% | 17,298 | $3.6M | Add +1.4% |
| GHC Graham Holdings Co. Class B | 1.96% | 3,385 | $3.6M | Add +4.7% |
| AXP American Express Co. | 1.95% | 11,789 | $3.6M | Reduce -0.6% |
| WSM Williams-Sonoma Inc. | 1.93% | 19,338 | $3.5M | Reduce -2.5% |
| RTX RTX Corp. | 1.88% | 17,787 | $3.4M | Add +0.7% |
| EOG EOG Resources Inc. | 1.86% | 23,521 | $3.4M | Add +8.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.80% | 20,626 | $3.3M | Add +0.7% |
| CSCO Cisco Systems Inc. | 1.73% | 40,698 | $3.2M | Add +0.1% |
| GD General Dynamics Corp. | 1.71% | 9,112 | $3.1M | Add +1.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.71% | 39,326 | $3.1M | Add +28.4% |
| MS Morgan Stanley | 1.71% | 18,936 | $3.1M | Reduce -0.2% |
| PEP Pepsico Inc. | 1.69% | 19,895 | $3.1M | Add +3.0% |
| MSGS Madison Square Garden Sports | 1.69% | 9,603 | $3.1M | Add +1.0% |
| AMGN Amgen Inc. | 1.69% | 8,766 | $3.1M | Add +0.4% |
| C Citigroup Inc. | 1.67% | 26,980 | $3.1M | Reduce -0.6% |
| JNJ Johnson & Johnson | 1.62% | 12,129 | $3.0M | Reduce -0.4% |
| ALL Allstate Corp. | 1.55% | 13,665 | $2.8M | Add +1.9% |
| JCI Johnson Controls Internation | 1.46% | 20,389 | $2.7M | Add +1.0% |
| PNC PNC Financial Services Group | 1.46% | 12,813 | $2.7M | Add +1.4% |
| LMBS First Trust Low Duration Opp | 1.42% | 52,133 | $2.6M | Add +10.4% |
| MRK Merck & Co. Inc. | 1.38% | 20,904 | $2.5M | Add +0.5% |
| BP BP PLC-Spons ADR | 1.36% | 52,921 | $2.5M | Add +2.5% |
| ORCL Oracle Corp. | 1.35% | 16,825 | $2.5M | Add +2.4% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 1.34% | 37,068 | $2.5M | Add +7.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.32% | 5,016 | $2.4M | Add +3.7% |
| EMR Emerson Electric Co. | 1.31% | 18,217 | $2.4M | Add +4.3% |
| QCOM Qualcomm Inc. | 1.20% | 17,065 | $2.2M | Add +1.1% |
| FUMB First Trust Ultra Short Dur | 1.20% | 108,945 | $2.2M | Reduce -16.7% |
| PG The Procter & Gamble Co. | 1.17% | 14,756 | $2.1M | Add +5.5% |
| QUAL iShares MSCI USA Quality Fac | 1.10% | 10,489 | $2.0M | Add +51.5% |
| PCAR Paccar Inc. | 1.09% | 17,233 | $2.0M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 1.08% | 4,649 | $2.0M | Reduce -10.6% |
| IWD iShares Russell 1000 Value E | 1.05% | 8,971 | $1.9M | Reduce -8.2% |
| VOO Vanguard S&P 500 ETF | 0.96% | 2,946 | $1.8M | Add +2.6% |
| SCHD Schwab US DVD Equity ETF | 0.96% | 56,939 | $1.7M | Add +76.7% |
| T AT&T Inc. | 0.95% | 60,026 | $1.7M | Add +0.8% |
| VCIT Vanguard Int-Term Corporate | 0.95% | 21,021 | $1.7M | Add +70.1% |
| FSMB First Trust Short Dur Manag | 0.95% | 86,810 | $1.7M | Reduce -1.6% |
| LNC Lincoln National Corp. | 0.94% | 48,577 | $1.7M | Add +0.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.89% | 17,511 | $1.6M | Add +30.4% |
| LOW Lowe's Cos Inc. | 0.85% | 6,602 | $1.6M | Add +3.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.75% | 14,241 | $1.4M | Reduce -2.5% |
| VZ Verizon Communications Inc. | 0.57% | 20,835 | $1.0M | Reduce -0.2% |
| LH Labcorp Holdings Inc. | 0.57% | 3,904 | $1.0M | Reduce -0.3% |
| INTC Intel Corp. | 0.53% | 21,982 | $970K | Reduce -2.3% |
| BMY Bristol-Myers Squibb Co. | 0.51% | 15,276 | $926K | Reduce -3.5% |
| AVGO Broadcom Inc. | 0.47% | 2,796 | $865K | Add +0.8% |
| SO The Southern Co. | 0.47% | 8,920 | $861K | Add +0.8% |
| TPL Texas Pacific Land Corp. | 0.44% | 1,690 | $802K | Reduce -10.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.40% | 3,690 | $724K | Reduce -8.4% |
| CVS CVS Health Corp. | 0.35% | 8,927 | $641K | Reduce -22.3% |
| PSLV Sprott Physical Silver Trust | 0.34% | 25,750 | $628K | No change |
| ELV Elevance Health Inc. | 0.34% | 2,127 | $623K | Reduce -11.7% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 8,535 | $576K | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 0.30% | 1,882 | $540K | Reduce -23.8% |
| SDVY First Trust Smid Cap Rising | 0.29% | 13,645 | $538K | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.29% | 533 | $531K | Reduce -1.7% |
| V Visa Inc. Class A | 0.25% | 1,495 | $452K | Add +0.8% |
| HD Home Depot Inc. | 0.23% | 1,280 | $421K | Reduce -25.7% |
| RGLD Royal Gold Inc. | 0.21% | 1,515 | $386K | Reduce -0.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.20% | 2,716 | $360K | Reduce -13.5% |
| MDT Medtronic PLC | 0.19% | 4,059 | $352K | Reduce -35.0% |
| MCD McDonald's Corp. | 0.17% | 993 | $309K | Reduce -19.1% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 600 | $295K | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.16% | 1,321 | $287K | Add +0.4% |
| UFOX Defiance Space and Connectiv | 0.16% | 4,167 | $284K | Reduce -8.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.15% | 2,261 | $268K | Reduce -9.5% |
| IWS iShares Russell Mid-Cap Valu | 0.14% | 1,752 | $255K | Reduce -6.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.14% | 2,509 | $252K | Reduce -16.8% |
| NVDA Nvidia Corp. | 0.14% | 1,434 | $250K | Add +2.5% |
| PRF Invesco Rafi US 1000 ETF | 0.14% | 5,205 | $247K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.13% | 2,583 | $234K | Reduce -46.0% |
| IJR iShares Core S&P Small-Cap E | 0.12% | 1,816 | $226K | Reduce -35.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 986 | $214K | Reduce -27.1% |
| PSKY Paramount Skydance Class B | 0.10% | 20,390 | $184K | Reduce -1.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.10% | 1,537 | $182K | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 0.08% | 234 | $153K | Reduce -1.3% |
| IVW iShares S&P 500 Growth ETF | 0.07% | 1,113 | $126K | No change |
| DVY iShares Select Dividend ETF | 0.07% | 812 | $123K | Reduce -51.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.05% | 692 | $100K | Reduce -4.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 223 | $97K | No change |
| IVE iShares S&P 500 Value ETF | 0.04% | 376 | $79K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 194 | $56K | Add +1.6% |
| FTSM First Trust Enh Short Mat FD | 0.02% | 700 | $42K | No change |
| IWN iShares Russell 2000 Value E | 0.02% | 200 | $38K | No change |
| VONV Vanguard Russell 1000 Value | 0.01% | 287 | $27K | No change |
| IWO iShares Russell 2000 Growth | 0.01% | 82 | $26K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 76 | $10K | Reduce -74.5% |
| FTXN First Trust Nasdaq Oil & Gas | 0.00% | 201 | $8K | No change |
| IWM iShares Russell 2000 ETF | 0.00% | 19 | $5K | Reduce -82.4% |
| IYZ iShares US Telecommunication | 0.00% | 27 | $1K | Add +58.8% |
| SCHA Schwab US Small-Cap ETF | 0.00% | 36 | $1K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.60 |
| AXP American Express Co. | Reduce -0.6% | 1.95% | −0.51 |
| AAPL Apple Inc. | Reduce -0.3% | 4.44% | −0.45 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 2.99% | −0.35 |
| IWF iShares Russell 1000 Growth | Reduce -10.6% | 1.08% | −0.29 |
| FUMB First Trust Ultra Short Dur | Reduce -16.7% | 1.20% | −0.28 |
| MS Morgan Stanley | Reduce -0.2% | 1.71% | −0.18 |
| DIS The Walt Disney Co. | Reduce -2.5% | 0.75% | −0.18 |
| CVS CVS Health Corp. | Reduce -22.3% | 0.35% | −0.16 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.16 |
| MEAR Ishrs Short Mat Muni Act ETF | Sold out | 0.00% | −0.15 |
| MDT Medtronic PLC | Reduce -35.0% | 0.19% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -23.8% | 0.30% | −0.14 |
| ELV Elevance Health Inc. | Reduce -11.7% | 0.34% | −0.13 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.12 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -46.0% | 0.13% | −0.11 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.11 |
| IWD iShares Russell 1000 Value E | Reduce -8.2% | 1.05% | −0.10 |
| HD Home Depot Inc. | Reduce -25.7% | 0.23% | −0.10 |
| C Citigroup Inc. | Reduce -0.6% | 1.67% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -35.8% | 0.12% | −0.07 |
| DVY iShares Select Dividend ETF | Reduce -51.1% | 0.07% | −0.06 |
| WSM Williams-Sonoma Inc. | Reduce -2.5% | 1.93% | −0.06 |
| PSKY Paramount Skydance Class B | Reduce -1.9% | 0.10% | −0.06 |
| FSMB First Trust Short Dur Manag | Reduce -1.6% | 0.95% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -27.1% | 0.12% | −0.04 |
| MCD McDonald's Corp. | Reduce -19.1% | 0.17% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.4% | 0.40% | −0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -13.5% | 0.20% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.2% | 0.16% | −0.03 |
| BTF Valkyrie ETF Trust II | Sold out | 0.00% | −0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -16.8% | 0.14% | −0.03 |
| IWP iShares Russell Mid-Cap Grow | Reduce -74.5% | 0.01% | −0.02 |
| BNY Bank of New York Mellon Corp. | Reduce -9.5% | 0.15% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -82.4% | 0.00% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.0% | 0.32% | −0.01 |
| UFOX Defiance Space and Connectiv | Reduce -8.8% | 0.16% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -6.1% | 0.14% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 0.08% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -4.2% | 0.05% | −0.00 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.00 |
| SDVY First Trust Smid Cap Rising | Reduce -0.9% | 0.29% | −0.00 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.3% | 0.10% | −0.00 |
| LH Labcorp Holdings Inc. | Reduce -0.3% | 0.57% | +0.02 |
| RGLD Royal Gold Inc. | Reduce -0.4% | 0.21% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.5% | 0.51% | +0.03 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 0.29% | +0.03 |
| INTC Intel Corp. | Reduce -2.3% | 0.53% | +0.07 |
| VZ Verizon Communications Inc. | Reduce -0.2% | 0.57% | +0.10 |
Portfolio Buys Q4 2025 → Q1 2026
| EOG EOG Resources Inc. | Add +8.2% | 1.86% | +0.58 |
| CVX Chevron Corp. | Add +1.4% | 1.96% | +0.50 |
| SCHD Schwab US DVD Equity ETF | Add +76.7% | 0.96% | +0.46 |
| VCIT Vanguard Int-Term Corporate | Add +70.1% | 0.95% | +0.37 |
| BP BP PLC-Spons ADR | Add +2.5% | 1.36% | +0.36 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +28.4% | 1.71% | +0.34 |
| QUAL iShares MSCI USA Quality Fac | Add +51.5% | 1.10% | +0.33 |
| MSGS Madison Square Garden Sports | Add +1.0% | 1.69% | +0.31 |
| MRVL Marvell Technology Inc. | Add +0.4% | 2.48% | +0.31 |
| RDVY First Trust Rising Dividend | Add +14.1% | 3.21% | +0.28 |
| USMV iShares MSCI USA Min Vol Fac | Add +30.4% | 0.89% | +0.18 |
| MRK Merck & Co. Inc. | Add +0.5% | 1.38% | +0.15 |
| PEP Pepsico Inc. | Add +3.0% | 1.69% | +0.14 |
| T AT&T Inc. | Add +0.8% | 0.95% | +0.12 |
| JCI Johnson Controls Internation | Add +1.0% | 1.46% | +0.11 |
| LMBS First Trust Low Duration Opp | Add +10.4% | 1.42% | +0.10 |
| AMGN Amgen Inc. | Add +0.4% | 1.69% | +0.09 |
| RTX RTX Corp. | Add +0.7% | 1.88% | +0.06 |
| PG The Procter & Gamble Co. | Add +5.5% | 1.17% | +0.04 |
| SO The Southern Co. | Add +0.8% | 0.47% | +0.04 |
| TJX TJX Companies Inc. | Add +0.7% | 1.80% | +0.04 |
| PCAR Paccar Inc. | Add +0.3% | 1.09% | +0.03 |
| GD General Dynamics Corp. | Add +1.6% | 1.71% | +0.02 |
| EMR Emerson Electric Co. | Add +4.3% | 1.31% | +0.01 |
| IYZ iShares US Telecommunication | Add +58.8% | 0.00% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.6% | 0.03% | −0.00 |
| LOW Lowe's Cos Inc. | Add +3.5% | 0.85% | −0.01 |
| NVDA Nvidia Corp. | Add +2.5% | 0.14% | −0.01 |
| ABBV Abbvie Inc. | Add +0.4% | 0.16% | −0.01 |
| ALL Allstate Corp. | Add +1.9% | 1.55% | −0.01 |
| WRB WR Berkley Corp. | Add +7.1% | 1.34% | −0.02 |
| PNC PNC Financial Services Group | Add +1.4% | 1.46% | −0.02 |
| CSCO Cisco Systems Inc. | Add +0.1% | 1.73% | −0.03 |
| GHC Graham Holdings Co. Class B | Add +4.7% | 1.96% | −0.03 |
| V Visa Inc. Class A | Add +0.8% | 0.25% | −0.04 |
| VOO Vanguard S&P 500 ETF | Add +2.6% | 0.96% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.7% | 1.32% | −0.05 |
| AVGO Broadcom Inc. | Add +0.8% | 0.47% | −0.06 |
| AMZN Amazon.com Inc. | Add +0.8% | 2.00% | −0.25 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 2.20% | −0.26 |
| LNC Lincoln National Corp. | Add +0.9% | 0.94% | −0.26 |
| MSFT Microsoft Corp. | Add +15.9% | 2.32% | −0.36 |
| QCOM Qualcomm Inc. | Add +1.1% | 1.20% | −0.42 |
| ORCL Oracle Corp. | Add +2.4% | 1.35% | −0.44 |
| IBM Intl Business Machines Corp. | Add +0.5% | 2.01% | −0.49 |
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 |