Insight Inv LLC — 13F Holdings & Portfolio

CIK 1909322 · latest 13F-HR filed 2026-07-24

Insight Inv LLC manages $212.1M in 13F-reported U.S. long-equity assets across 109 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MRVL (6.21%), AMAT (4.72%), GLW (4.64%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 2, added to 61, and trimmed 21.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
330 ILLINOIS STREET
EL SEGUNDO, CA 90245
Phone
(310) 426-6322
Filing Manager
Insight Inv LLC
EL SEGUNDO, CA
Signatory
Russell Kartub
President
Loading holdings…
AUM

$212.1M

Long-equity book

Holdings

109

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+7 / −2 / ↑61 / ↓21

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MARVELL TECHNOLOGY INC$8.6M +190.9%
  • APPLIED MATLS INC$5.1M +105.5%
  • CORNING INC$4.4M +80.4%
  • INTEL CORP$1.9M +194.5%
  • CISCO SYS INC$1.5M +47.7%
Show all 61

Top Trims

  • CHEVRON CORPORATION-$715.1K -20.0%
  • LABCORP HOLDINGS INC-$646.8K -62.1%
  • BP PLC-$561.4K -22.6%
  • AT&T INC-$538.5K -30.9%
  • WALMART INC-$405.7K -10.0%
Show all 21

New Positions

  • PALO ALTO NETWORKS INC$384.7K
  • UNITED RENTALS INC$258.3K
  • CUMMINS INC$249.6K
  • ASML HLDG NV$234.8K
  • SPDR SERIES TRUST$204.1K
Show all 7

Exited Positions

  • EXXON MOBIL CORP$4.0M
  • MEDTRONIC PLC$351.7K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MARVELL TECHNOLOGY INC MRVL 573874104 $13.2M 6.21% 44,189 SH
2 APPLIED MATLS INC AMAT 038222105 $10.0M 4.72% 13,858 SH
3 CORNING INC GLW 219350105 $9.8M 4.64% 38,535 SH
4 APPLE INC AAPL 037833100 $9.1M 4.28% 31,410 SH
5 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $7.1M 3.35% 87,609 SH
6 ALPHABET INC GOOGL 02079K305 $6.6M 3.10% 18,409 SH
7 CISCO SYS INC CSCO 17275R102 $4.7M 2.20% 39,698 SH
8 JPMORGAN CHASE & CO JPM 46625H100 $4.5M 2.10% 13,625 SH
9 WILLIAMS SONOMA INC WSM 969904101 $4.4M 2.05% 18,683 SH
10 INTERNATIONAL BUSINESS MACHS IBM 459200101 $4.3M 2.02% 15,213 SH
11 AMAZON COM INC AMZN 023135106 $4.2M 1.99% 17,673 SH
12 MICROSOFT CORP MSFT 594918104 $4.2M 1.98% 11,286 SH
13 MORGAN STANLEY MS 617446448 $4.0M 1.89% 19,192 SH
14 AMERICAN EXPRESS CO AXP 025816109 $4.0M 1.88% 11,764 SH
15 GRAHAM HLDGS CO GHC 384637104 $3.9M 1.85% 3,438 SH
16 MADISON SQUARE GRDN SPRT COR MSGS 55825T103 $3.8M 1.79% 9,453 SH
17 CITIGROUP INC C 172967424 $3.8M 1.78% 26,925 SH
18 WALMART INC WMT 931142103 $3.7M 1.72% 32,245 SH
19 RTX CORPORATION RTX 75513E101 $3.4M 1.59% 17,816 SH
20 ALLSTATE CORP ALL 020002101 $3.2M 1.53% 13,638 SH
21 GENERAL DYNAMICS CORP GD 369550108 $3.2M 1.51% 9,067 SH
22 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $3.2M 1.51% 40,400 SH
23 PNC FINL SVCS GROUP INC PNC 693475105 $3.2M 1.50% 12,919 SH
24 AMGEN INC AMGN 031162100 $3.2M 1.49% 8,724 SH
25 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $3.1M 1.48% 62,900 SH
26 EOG RES INC EOG 26875P101 $3.1M 1.47% 24,077 SH
27 QUALCOMM INC QCOM 747525103 $3.1M 1.47% 16,845 SH
28 TJX COS INC NEW TJX 872540109 $3.1M 1.46% 20,494 SH
29 JOHNSON & JOHNSON JNJ 478160104 $3.1M 1.45% 12,074 SH
30 BERKLEY W R CORP WRB 084423102 $2.9M 1.35% 40,655 SH
31 JOHNSON CONTROLS INTERNATION JCI G51502105 $2.9M 1.35% 19,609 SH
32 CHEVRON CORPORATION CVX 166764100 $2.9M 1.35% 17,277 SH
33 INTEL CORP INTC 458140100 $2.9M 1.35% 20,461 SH
34 PEPSICO INC PEP 713448108 $2.8M 1.30% 20,335 SH
35 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.7M 1.29% 5,451 SH
36 MERCK & CO INC MRK 58933Y105 $2.6M 1.24% 20,428 SH
37 EMERSON ELEC CO EMR 291011104 $2.6M 1.23% 18,259 SH
38 ORACLE CORP ORCL 68389X105 $2.5M 1.18% 17,084 SH
39 ISHARES TR QUAL 46432F339 $2.5M 1.18% 11,364 SH
40 PROCTER & GAMBLE CO PG 742718109 $2.4M 1.14% 16,496 SH
41 ISHARES TR IWF 464287614 $2.2M 1.04% 17,790 SH
42 FIRST TR EXCH TRADED FD III FUMB 33740J104 $2.2M 1.03% 108,495 SH
43 ISHARES TR IWD 464287598 $2.2M 1.03% 8,971 SH
44 PACCAR INC PCAR 693718108 $2.0M 0.96% 16,983 SH
45 VANGUARD INDEX FDS VOO 922908363 $2.0M 0.93% 2,864 SH
46 SCHWAB STRATEGIC TR SCHD 808524797 $1.9M 0.91% 61,110 SH
47 BP PLC BP 055622104 $1.9M 0.91% 52,121 SH
48 FIRST TR EXCH TRADED FD III FSMB 33739P830 $1.8M 0.86% 91,485 SH
49 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $1.7M 0.80% 20,631 SH
50 LINCOLN NATL CORP IND LNC 534187109 $1.7M 0.80% 47,727 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $212.1M 109 0001398344-26-012602
2026-03-31 2026-04-28 $182.7M 104 0001398344-26-007345
2025-12-31 2026-02-06 $178.4M 112 0001398344-26-002438