Insight Inv LLC 13F Holdings
CIK 0001909322 · EL SEGUNDO, CA
As of Sep 30, 2025, Insight Inv LLC reported 112 positions worth
CIK 0001909322 · EL SEGUNDO, CA
As of Sep 30, 2025, Insight Inv LLC reported 112 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 31,448 | $8.0M | 4.70% |
| MICROSOFT CORP | MSFT | Technology | 10,039 | $5.2M | 3.05% |
| ALPHABET INC | GOOGL | Equity | 19,027 | $4.6M | 2.72% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 68,652 | $4.6M | 2.71% |
| ORACLE CORP | ORCL | Technology | 16,411 | $4.6M | 2.71% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 15,247 | $4.3M | 2.53% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 13,495 | $4.3M | 2.50% |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 20,390 | $4.0M | 2.34% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 11,974 | $4.0M | 2.34% |
| AMAZON.COM INC | AMZN | Equity | 16,921 | $3.7M | 2.18% |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 43,242 | $3.6M | 2.13% |
| CORNING INC | GLW | Technology | 42,007 | $3.4M | 2.02% |
| WALMART INC | WMT | Consumer Defensive | 32,958 | $3.4M | 1.99% |
| GRAHAM HOLDINGS CO | GHC | Consumer Defensive | 2,738 | $3.2M | 1.89% |
| FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF | FUMB | — | 150,745 | $3.0M | 1.78% |
| RTX CORP | RTX | Equity | 17,937 | $3.0M | 1.76% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 20,753 | $3.0M | 1.76% |
| APPLIED MATERIALS INC | AMAT | Technology | 14,476 | $3.0M | 1.74% |
| GENERAL DYNAMICS CORP | GD | Industrials | 8,682 | $3.0M | 1.74% |
| MORGAN STANLEY | MS | Financial Services | 18,619 | $3.0M | 1.74% |
| QUALCOMM INC | QCOM | Technology | 17,475 | $2.9M | 1.71% |
| ALLSTATE CORP | ALL | Financial Services | 13,080 | $2.8M | 1.65% |
| CISCO SYSTEMS INC | CSCO | Technology | 40,717 | $2.8M | 1.64% |
| CITIGROUP INC | C | Financial Services | 27,103 | $2.8M | 1.62% |
| EXXON MOBIL CORP | XOM | Energy | 23,869 | $2.7M | 1.58% |