Insight Inv LLC — 13F Holdings & Portfolio
CIK 1909322 · latest 13F-HR filed 2026-04-28
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.
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AUM
$182.7M
Long-equity book
Holdings
104
Distinct positions
Period
2026-03-31
Filed 2026-04-28
Q/Q Activity
+0 / −8 / ↑35 / ↓38
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CORNING INC$1.8M +48.3%
- EXXON MOBIL CORP$1.2M +40.7%
- APPLIED MATLS INC$1.2M +31.0%
- EOG RES INC$1.1M +49.0%
- CHEVRON CORPORATION$979.2K +37.7%
Top Trims
- AMERICAN EXPRESS CO-$823.1K -18.8%
- INTERNATIONAL BUSINESS MACHS-$792.1K -17.7%
- ORACLE CORP-$726.1K -22.7%
- QUALCOMM INC-$690.7K -23.9%
- APPLE INC-$602.4K -6.9%
Exited Positions
- COGNIZANT TECHNOLOGY SOLUTIO$1.1M
- FAIR ISAAC CORP$277.3K
- ISHARES U S ETF TR$266.7K
- PALO ALTO NETWORKS INC$210.2K
- SPDR SERIES TRUST$193.7K
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 | APPLE INC | AAPL | 037833100 | $8.1M | 4.44% | 31,970 | SH |
| 2 | FIRST TR EXCHANGE TRADED FD | RDVY | 33738R506 | $5.9M | 3.21% | 85,879 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $5.5M | 2.99% | 19,013 | SH |
| 4 | CORNING INC | GLW | 219350105 | $5.5M | 2.99% | 40,132 | SH |
| 5 | APPLIED MATLS INC | AMAT | 038222105 | $4.9M | 2.67% | 14,263 | SH |
| 6 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $4.5M | 2.48% | 45,689 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $4.2M | 2.32% | 11,453 | SH |
| 8 | WALMART INC | WMT | 931142103 | $4.1M | 2.22% | 32,650 | SH |
| 9 | EXXON MOBIL CORP | XOM | 30231G102 | $4.0M | 2.21% | 23,829 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $4.0M | 2.20% | 13,664 | SH |
| 11 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $3.7M | 2.01% | 15,158 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $3.7M | 2.01% | 17,593 | SH |
| 13 | CHEVRON CORPORATION | CVX | 166764100 | $3.6M | 1.96% | 17,298 | SH |
| 14 | GRAHAM HLDGS CO | GHC | 384637104 | $3.6M | 1.96% | 3,385 | SH |
| 15 | AMERICAN EXPRESS CO | AXP | 025816109 | $3.6M | 1.95% | 11,789 | SH |
| 16 | WILLIAMS SONOMA INC | WSM | 969904101 | $3.5M | 1.93% | 19,338 | SH |
| 17 | RTX CORPORATION | RTX | 75513E101 | $3.4M | 1.88% | 17,787 | SH |
| 18 | EOG RES INC | EOG | 26875P101 | $3.4M | 1.86% | 23,521 | SH |
| 19 | TJX COS INC NEW | TJX | 872540109 | $3.3M | 1.80% | 20,626 | SH |
| 20 | CISCO SYS INC | CSCO | 17275R102 | $3.2M | 1.73% | 40,698 | SH |
| 21 | GENERAL DYNAMICS CORP | GD | 369550108 | $3.1M | 1.71% | 9,112 | SH |
| 22 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $3.1M | 1.71% | 39,326 | SH |
| 23 | MORGAN STANLEY | MS | 617446448 | $3.1M | 1.71% | 18,936 | SH |
| 24 | PEPSICO INC | PEP | 713448108 | $3.1M | 1.69% | 19,895 | SH |
| 25 | MADISON SQUARE GRDN SPRT COR | MSGS | 55825T103 | $3.1M | 1.69% | 9,603 | SH |
| 26 | AMGEN INC | AMGN | 031162100 | $3.1M | 1.69% | 8,766 | SH |
| 27 | CITIGROUP INC | C | 172967424 | $3.1M | 1.67% | 26,980 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.0M | 1.62% | 12,129 | SH |
| 29 | ALLSTATE CORP | ALL | 020002101 | $2.8M | 1.55% | 13,665 | SH |
| 30 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $2.7M | 1.46% | 20,389 | SH |
| 31 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $2.7M | 1.46% | 12,813 | SH |
| 32 | FIRST TR EXCHANGE-TRADED FD | LMBS | 33739Q200 | $2.6M | 1.42% | 52,133 | SH |
| 33 | MERCK & CO INC | MRK | 58933Y105 | $2.5M | 1.38% | 20,904 | SH |
| 34 | BP PLC | BP | 055622104 | $2.5M | 1.36% | 52,921 | SH |
| 35 | ORACLE CORP | ORCL | 68389X105 | $2.5M | 1.35% | 16,825 | SH |
| 36 | BERKLEY W R CORP | WRB | 084423102 | $2.5M | 1.34% | 37,068 | SH |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.4M | 1.32% | 5,016 | SH |
| 38 | EMERSON ELEC CO | EMR | 291011104 | $2.4M | 1.31% | 18,217 | SH |
| 39 | QUALCOMM INC | QCOM | 747525103 | $2.2M | 1.20% | 17,065 | SH |
| 40 | FIRST TR EXCH TRADED FD III | FUMB | 33740J104 | $2.2M | 1.20% | 108,945 | SH |
| 41 | PROCTER & GAMBLE CO | PG | 742718109 | $2.1M | 1.17% | 14,756 | SH |
| 42 | ISHARES TR | QUAL | 46432F339 | $2.0M | 1.10% | 10,489 | SH |
| 43 | PACCAR INC | PCAR | 693718108 | $2.0M | 1.09% | 17,233 | SH |
| 44 | ISHARES TR | IWF | 464287614 | $2.0M | 1.08% | 4,649 | SH |
| 45 | ISHARES TR | IWD | 464287598 | $1.9M | 1.05% | 8,971 | SH |
| 46 | VANGUARD INDEX FDS | VOO | 922908363 | $1.8M | 0.96% | 2,946 | SH |
| 47 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $1.7M | 0.96% | 56,939 | SH |
| 48 | AT&T INC | T | 00206R102 | $1.7M | 0.95% | 60,026 | SH |
| 49 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $1.7M | 0.95% | 21,021 | SH |
| 50 | FIRST TR EXCH TRADED FD III | FSMB | 33739P830 | $1.7M | 0.95% | 86,810 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-28 | $182.7M | 104 | 0001398344-26-007345 |
| 2025-12-31 | 2026-02-06 | $178.4M | 112 | 0001398344-26-002438 |