Insight Inv Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$182.7M
Q ending 2026-03-31
Prior quarter
$178.4M
Q ending 2025-12-31
Change
+2.4% QoQ · +25.7% YoY
Positions
104
reported holdings
Largest positions
Top 100 of 104 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $8.1M | 32K |
| First Tr Exchange Traded Fd | RDVY | Shares | $5.9M | 86K |
| Alphabet Inc | GOOGL | Shares | $5.5M | 19K |
| Corning Inc | GLW | Shares | $5.5M | 40K |
| Applied Matls Inc | AMAT | Shares | $4.9M | 14K |
| Marvell Technology Inc | MRVL | Shares | $4.5M | 46K |
| Microsoft Corp | MSFT | Shares | $4.2M | 11K |
| Walmart Inc | WMT | Shares | $4.1M | 33K |
| Exxon Mobil Corp | XOM | Shares | $4.0M | 24K |
| Jpmorgan Chase & Co | JPM | Shares | $4.0M | 14K |
| International Business Machs | IBM | Shares | $3.7M | 15K |
| Amazon Com Inc | AMZN | Shares | $3.7M | 18K |
| Chevron Corporation | CVX | Shares | $3.6M | 17K |
| Graham Hldgs Co | GHC | Shares | $3.6M | 3K |
| American Express Co | AXP | Shares | $3.6M | 12K |
| Williams Sonoma Inc | WSM | Shares | $3.5M | 19K |
| Rtx Corporation | RTX | Shares | $3.4M | 18K |
| Eog Res Inc | EOG | Shares | $3.4M | 24K |
| Tjx Cos Inc New | TJX | Shares | $3.3M | 21K |
| Cisco Sys Inc | CSCO | Shares | $3.2M | 41K |
| General Dynamics Corp | GD | Shares | $3.1M | 9K |
| Vanguard Scottsdale Fds | VCSH | Shares | $3.1M | 39K |
| Morgan Stanley | MS | Shares | $3.1M | 19K |
| Pepsico Inc | PEP | Shares | $3.1M | 20K |
| Madison Square Grdn Sprt Cor | MSGS | Shares | $3.1M | 10K |
| Amgen Inc | AMGN | Shares | $3.1M | 9K |
| Citigroup Inc | C | Shares | $3.1M | 27K |
| Johnson & Johnson | JNJ | Shares | $3.0M | 12K |
| Allstate Corp | ALL | Shares | $2.8M | 14K |
| Johnson Controls Internation | Shares | $2.7M | 20K | |
| Pnc Finl Svcs Group Inc | PNC | Shares | $2.7M | 13K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $2.6M | 52K |
| Merck & Co Inc | MRK | Shares | $2.5M | 21K |
| Bp Plc | BP | Shares | $2.5M | 53K |
| Oracle Corp | ORCL | Shares | $2.5M | 17K |
| Berkley W R Corp | WRB | Shares | $2.5M | 37K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.4M | 5K |
| Emerson Elec Co | EMR | Shares | $2.4M | 18K |
| Qualcomm Inc | QCOM | Shares | $2.2M | 17K |
| First Tr Exch Traded Fd Iii | FUMB | Shares | $2.2M | 109K |
| Procter & Gamble Co | PG | Shares | $2.1M | 15K |
| Ishares Tr | QUAL | Shares | $2.0M | 10K |
| Paccar Inc | PCAR | Shares | $2.0M | 17K |
| Ishares Tr | IWF | Shares | $2.0M | 5K |
| Ishares Tr | IWD | Shares | $1.9M | 9K |
| Vanguard Index Fds | VOO | Shares | $1.8M | 3K |
| Schwab Strategic Tr | SCHD | Shares | $1.7M | 57K |
| At&T Inc | T | Shares | $1.7M | 60K |
| Vanguard Scottsdale Fds | VCIT | Shares | $1.7M | 21K |
| First Tr Exch Traded Fd Iii | FSMB | Shares | $1.7M | 87K |
| Lincoln Natl Corp Ind | LNC | Shares | $1.7M | 49K |
| Ishares Tr | USMV | Shares | $1.6M | 18K |
| Lowes Cos Inc | LOW | Shares | $1.6M | 7K |
| Disney Walt Co | DIS | Shares | $1.4M | 14K |
| Verizon Communications Inc | VZ | Shares | $1.0M | 21K |
| Labcorp Holdings Inc | LH | Shares | $1.0M | 4K |
| Intel Corp | INTC | Shares | $970K | 22K |
| Bristol-Myers Squibb Co | BMY | Shares | $926K | 15K |
| Broadcom Inc | AVGO | Shares | $865K | 3K |
| Southern Co | SO | Shares | $861K | 9K |
| Texas Pacific Land Corporati | TPL | Shares | $802K | 2K |
| Vanguard Index Fds | VTV | Shares | $724K | 4K |
| Cvs Health Corp | CVS | Shares | $641K | 9K |
| Sprott Asset Management Lp | PSLV | Shares | $628K | 26K |
| Elevance Health Inc Formerly | ELV | Shares | $623K | 2K |
| Ishares Tr | IJH | Shares | $576K | 9K |
| Alphabet Inc | GOOG | Shares | $540K | 2K |
| First Tr Exchange Traded Fd | SDVY | Shares | $538K | 14K |
| Costco Wholesale Corporation | COST | Shares | $531K | 533 |
| Visa Inc | V | Shares | $452K | 1K |
| Home Depot Inc | HD | Shares | $421K | 1K |
| Royal Gold Inc | RGLD | Shares | $386K | 2K |
| Ishares Tr | IJJ | Shares | $360K | 3K |
| Medtronic Plc | Shares | $352K | 4K | |
| Mcdonalds Corp | MCD | Shares | $309K | 993 |
| Thermo Fisher Scientific Inc | TMO | Shares | $295K | 600 |
| Abbvie Inc | ABBV | Shares | $287K | 1K |
| Etf Ser Solutions | UFOX | Shares | $284K | 4K |
| Bank New York Mellon Corp | BNY | Shares | $268K | 2K |
| Ishares Tr | IWS | Shares | $255K | 2K |
| Ishares Tr | IJK | Shares | $252K | 3K |
| Nvidia Corporation | NVDA | Shares | $250K | 1K |
| Invesco Exchange Traded Fd T | PRF | Shares | $247K | 5K |
| Ishares Tr | IEFA | Shares | $234K | 3K |
| Ishares Tr | IJR | Shares | $226K | 2K |
| Vanguard Index Fds | VBR | Shares | $214K | 986 |
| Paramount Skydance Corp | PSKY | Shares | $184K | 20K |
| Ishares Tr | IJS | Shares | $182K | 2K |
| Ishares Tr | IVV | Shares | $153K | 234 |
| Ishares Tr | IVW | Shares | $126K | 1K |
| Ishares Tr | DVY | Shares | $123K | 812 |
| Ishares Tr | IJT | Shares | $100K | 692 |
| Vanguard Index Fds | VUG | Shares | $97K | 223 |
| Ishares Tr | IVE | Shares | $79K | 376 |
| Vanguard Index Fds | VO | Shares | $56K | 194 |
| First Tr Exchange-Traded Fd | FTSM | Shares | $42K | 700 |
| Ishares Tr | IWN | Shares | $38K | 200 |
| Vanguard Scottsdale Fds | VONV | Shares | $27K | 287 |
| Ishares Tr | IWO | Shares | $26K | 82 |
| Ishares Tr | IWP | Shares | $10K | 76 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.