Insight Inv LLC

13F filer · CIK 0001909322

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$212MU.S. long equity reported on 13F

Positions674 new · 2 closed

Net flow last quarter-$5.21MBuys minus sells

Top 10 positions weight33.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202667 positions
MRVLMarvell Technology, Inc.	$13.2M	6.21%	0.01%	-3.3%	Q4 2021
AMATApplied Materials Inc	$10M	4.72%	0.00%	-2.8%	Q4 2021
GLWCorning Inc	$9.84M	4.64%	0.00%	-4.0%	Q4 2021
AAPLApple Inc.	$9.09M	4.28%	0.00%	-1.8%	Q4 2021
GOOGLAlphabet Inc.	$6.58M	3.10%	0.00%	-3.2%	Q4 2021
CSCOCisco Systems, Inc.	$4.66M	2.20%	0.00%	-2.5%	Q4 2021
JPMJPMorgan Chase & Co	$4.46M	2.10%	0.00%	-0.3%	Q4 2021
WSMWilliams Sonoma Inc	$4.36M	2.05%	0.02%	-3.4%	Q4 2021
IBMInternational Business Machines Corp	$4.28M	2.02%	0.00%	+0.4%	Q4 2021
AMZNAmazon Com Inc	$4.21M	1.99%	0.00%	+0.5%	Q4 2021
MSFTMicrosoft Corp	$4.21M	1.98%	0.00%	-1.5%	Q4 2021
MSMorgan Stanley	$4.01M	1.89%	0.00%	+1.4%	Q4 2021
AXPAmerican Express Co	$3.98M	1.88%	0.00%	-0.2%	Q4 2021
GHCGraham Holdings Co	$3.92M	1.85%	Not reported	+1.6%	Q4 2021
MSGSMadison Square Garden Sports Corp.	$3.8M	1.79%	0.04%	-1.6%	Q4 2021
CCitigroup Inc	$3.77M	1.78%	0.00%	-0.2%	Q4 2021
WMTWalmart Inc.	$3.65M	1.72%	0.00%	-1.2%	Q4 2021
RTXRTX Corp	$3.38M	1.59%	0.00%	+0.2%	Q4 2021
ALLAllstate Corp	$3.25M	1.53%	0.01%	-0.2%	Q4 2021
GDGeneral Dynamics Corp	$3.21M	1.51%	0.00%	-0.5%	Q4 2021
PNCPNC Financial Services Group, Inc.	$3.18M	1.50%	0.00%	+0.8%	Q4 2021
AMGNAmgen Inc	$3.16M	1.49%	0.00%	-0.5%	Q4 2021
EOGEog Resources Inc	$3.12M	1.47%	0.00%	+2.4%	Q2 2022
QCOMQualcomm Inc	$3.11M	1.47%	0.00%	-1.3%	Q4 2021
TJXTJX Companies Inc	$3.1M	1.46%	0.00%	-0.6%	Q4 2021
JNJJohnson & Johnson	$3.07M	1.45%	0.00%	-0.5%	Q4 2021
WRBBerkley W R Corp	$2.87M	1.35%	0.01%	+9.7%	Q4 2021
JCIJohnson Controls International plc	$2.87M	1.35%	0.00%	-3.8%	Q4 2021
CVXChevron Corp	$2.86M	1.35%	0.00%	-0.1%	Q4 2021
INTCIntel Corp	$2.86M	1.35%	0.00%	-6.9%	Q4 2021
PEPPepsico Inc	$2.75M	1.30%	0.00%	+2.2%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.73M	1.29%	Not reported	+8.7%	Q4 2021
MRKMerck & Co., Inc.	$2.62M	1.24%	0.00%	-2.3%	Q4 2021
EMREmerson Electric Co	$2.61M	1.23%	0.00%	+0.2%	Q4 2021
ORCLOracle Corp	$2.5M	1.18%	0.00%	+1.5%	Q4 2021
PGPROCTER & GAMBLE Co	$2.42M	1.14%	0.00%	+11.8%	Q4 2021
PCARPaccar Inc	$2.04M	0.96%	0.00%	-1.5%	Q4 2021
BPBP PLC	$1.93M	0.91%	Not reported	-1.5%	Q4 2021
LNCLincoln National Corp	$1.69M	0.80%	0.02%	-1.8%	Q4 2021
LOWLowes Companies Inc	$1.44M	0.68%	0.00%	-0.9%	Q4 2021
DISWalt Disney Co	$1.34M	0.63%	0.00%	-2.3%	Q4 2021
TAt&T Inc.	$1.2M	0.57%	0.00%	-3.3%	Q4 2021
AVGOBroadcom Inc.	$1.03M	0.49%	0.00%	-2.5%	Q2 2022
VZVerizon Communications Inc	$853K	0.40%	0.00%	-3.3%	Q4 2021
BMYBristol Myers Squibb Co	$848K	0.40%	0.00%	-3.7%	Q4 2021
CVSCVS HEALTH Corp	$839K	0.40%	0.00%	-9.1%	Q4 2021
SOSouthern Co	$833K	0.39%	0.00%	-2.4%	Q4 2021
TPLTexas Pacific Land Corp	$740K	0.35%	0.00%	Not reported	Q4 2025
ELVElevance Health, Inc.	$626K	0.29%	0.00%	-23.9%	Q4 2021
GOOGAlphabet Inc.	$617K	0.29%	Not reported	-7.3%	Q4 2021

Q1 2026Reported Apr 28, 202665 positions
AAPLApple Inc.	$8.11M	4.44%	0.00%	-0.3%	Q4 2021
GOOGLAlphabet Inc.	$5.47M	2.99%	0.00%	-0.3%	Q4 2021
GLWCorning Inc	$5.46M	2.99%	0.00%	-4.5%	Q4 2021
AMATApplied Materials Inc	$4.87M	2.67%	0.00%	-1.5%	Q4 2021
MRVLMarvell Technology, Inc.	$4.53M	2.48%	0.01%	+0.4%	Q4 2021
MSFTMicrosoft Corp	$4.24M	2.32%	0.00%	+15.9%	Q4 2021
WMTWalmart Inc.	$4.06M	2.22%	0.00%	0.0%	Q4 2021
XOMExxonMobil Holdings Corp	$4.04M	2.21%	0.00%	-0.2%	Q4 2021
JPMJPMorgan Chase & Co	$4.02M	2.20%	0.00%	+0.5%	Q4 2021
IBMInternational Business Machines Corp	$3.67M	2.01%	0.00%	+0.5%	Q4 2021
AMZNAmazon Com Inc	$3.66M	2.01%	0.00%	+0.8%	Q4 2021
CVXChevron Corp	$3.58M	1.96%	0.00%	+1.4%	Q4 2021
GHCGraham Holdings Co	$3.58M	1.96%	Not reported	+4.7%	Q4 2021
AXPAmerican Express Co	$3.57M	1.95%	0.00%	-0.6%	Q4 2021
WSMWilliams Sonoma Inc	$3.53M	1.93%	0.02%	-2.5%	Q4 2021
RTXRTX Corp	$3.43M	1.88%	0.00%	+0.7%	Q4 2021
EOGEog Resources Inc	$3.4M	1.86%	0.00%	+8.2%	Q2 2022
TJXTJX Companies Inc	$3.29M	1.80%	0.00%	+0.7%	Q4 2021
CSCOCisco Systems, Inc.	$3.16M	1.73%	0.00%	+0.1%	Q4 2021
GDGeneral Dynamics Corp	$3.13M	1.71%	0.00%	+1.6%	Q4 2021
MSMorgan Stanley	$3.12M	1.71%	0.00%	-0.2%	Q4 2021
PEPPepsico Inc	$3.09M	1.69%	0.00%	+3.0%	Q4 2021
MSGSMadison Square Garden Sports Corp.	$3.09M	1.69%	0.04%	+1.0%	Q4 2021
AMGNAmgen Inc	$3.08M	1.69%	0.00%	+0.4%	Q4 2021
CCitigroup Inc	$3.06M	1.67%	0.00%	-0.6%	Q4 2021
JNJJohnson & Johnson	$2.96M	1.62%	0.00%	-0.4%	Q4 2021
ALLAllstate Corp	$2.83M	1.55%	0.01%	+1.9%	Q4 2021
JCIJohnson Controls International plc	$2.67M	1.46%	0.00%	+1.0%	Q4 2021
PNCPNC Financial Services Group, Inc.	$2.67M	1.46%	0.00%	+1.4%	Q4 2021
MRKMerck & Co., Inc.	$2.51M	1.38%	0.00%	+0.5%	Q4 2021
BPBP PLC	$2.49M	1.36%	Not reported	+2.5%	Q4 2021
ORCLOracle Corp	$2.48M	1.35%	0.00%	+2.4%	Q4 2021
WRBBerkley W R Corp	$2.46M	1.34%	0.01%	+7.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.4M	1.32%	Not reported	+3.7%	Q4 2021
EMREmerson Electric Co	$2.39M	1.31%	0.00%	+4.4%	Q4 2021
QCOMQualcomm Inc	$2.2M	1.20%	0.00%	+1.1%	Q4 2021
PGPROCTER & GAMBLE Co	$2.13M	1.17%	0.00%	+5.5%	Q4 2021
PCARPaccar Inc	$1.99M	1.09%	0.00%	+0.3%	Q4 2021
TAt&T Inc.	$1.74M	0.95%	0.00%	+0.8%	Q4 2021
LNCLincoln National Corp	$1.72M	0.94%	0.03%	+0.9%	Q4 2021
LOWLowes Companies Inc	$1.56M	0.85%	0.00%	+3.5%	Q4 2021
DISWalt Disney Co	$1.37M	0.75%	0.00%	-2.5%	Q4 2021
VZVerizon Communications Inc	$1.05M	0.57%	0.00%	-0.2%	Q4 2021
LHLabcorp Holdings Inc.	$1.04M	0.57%	0.00%	-0.3%	Q2 2024
INTCIntel Corp	$970K	0.53%	0.00%	-2.3%	Q4 2021
BMYBristol Myers Squibb Co	$926K	0.51%	0.00%	-3.5%	Q4 2021
AVGOBroadcom Inc.	$865K	0.47%	0.00%	+0.8%	Q2 2022
SOSouthern Co	$861K	0.47%	0.00%	+0.9%	Q4 2021
TPLTexas Pacific Land Corp	$802K	0.44%	0.00%	-10.6%	Q4 2025
CVSCVS HEALTH Corp	$641K	0.35%	0.00%	-22.3%	Q4 2021

Q4 2025Reported Feb 6, 202668 positions
AAPLApple Inc.	$8.72M	4.89%	0.00%	+2.0%	Q4 2021
GOOGLAlphabet Inc.	$5.97M	3.35%	0.00%	+0.2%	Q4 2021
MSFTMicrosoft Corp	$4.78M	2.68%	0.00%	-1.6%	Q4 2021
IBMInternational Business Machines Corp	$4.47M	2.50%	0.00%	-1.1%	Q4 2021
AXPAmerican Express Co	$4.39M	2.46%	0.00%	-0.9%	Q4 2021
JPMJPMorgan Chase & Co	$4.38M	2.46%	0.00%	+0.8%	Q4 2021
AMZNAmazon Com Inc	$4.03M	2.26%	0.00%	+3.2%	Q4 2021
MRVLMarvell Technology, Inc.	$3.87M	2.17%	0.01%	+5.2%	Q4 2021
AMATApplied Materials Inc	$3.72M	2.09%	0.00%	0.0%	Q4 2021
GLWCorning Inc	$3.68M	2.06%	0.00%	+0.1%	Q4 2021
WMTWalmart Inc.	$3.64M	2.04%	0.00%	-0.9%	Q4 2021
GHCGraham Holdings Co	$3.55M	1.99%	Not reported	+18.1%	Q4 2021
WSMWilliams Sonoma Inc	$3.54M	1.99%	0.02%	-2.7%	Q4 2021
MSMorgan Stanley	$3.37M	1.89%	0.00%	+1.9%	Q4 2021
RTXRTX Corp	$3.24M	1.82%	0.00%	-1.5%	Q4 2021
ORCLOracle Corp	$3.2M	1.79%	0.00%	+0.1%	Q4 2021
CCitigroup Inc	$3.17M	1.78%	0.00%	+0.2%	Q4 2021
TJXTJX Companies Inc	$3.15M	1.76%	0.00%	-1.3%	Q4 2021
CSCOCisco Systems, Inc.	$3.13M	1.76%	0.00%	-0.1%	Q4 2021
GDGeneral Dynamics Corp	$3.02M	1.69%	0.00%	+3.3%	Q4 2021
QCOMQualcomm Inc	$2.89M	1.62%	0.00%	-3.4%	Q4 2021
XOMExxonMobil Holdings Corp	$2.87M	1.61%	0.00%	Not reported	Q4 2021
AMGNAmgen Inc	$2.86M	1.60%	0.00%	+2.0%	Q4 2021
ALLAllstate Corp	$2.79M	1.56%	0.01%	+2.5%	Q4 2021
PEPPepsico Inc	$2.77M	1.55%	0.00%	+15.7%	Q4 2021
PNCPNC Financial Services Group, Inc.	$2.64M	1.48%	0.00%	+21.3%	Q4 2021
CVXChevron Corp	$2.6M	1.46%	0.00%	+2.5%	Q4 2021
JNJJohnson & Johnson	$2.52M	1.41%	0.00%	-0.9%	Q4 2021
MSGSMadison Square Garden Sports Corp.	$2.46M	1.38%	0.04%	+9.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.43M	1.36%	Not reported	+1.4%	Q4 2021
WRBBerkley W R Corp	$2.43M	1.36%	0.01%	-0.3%	Q4 2021
JCIJohnson Controls International plc	$2.42M	1.36%	0.00%	+1.5%	Q4 2021
EMREmerson Electric Co	$2.32M	1.30%	0.00%	+0.7%	Q4 2021
EOGEog Resources Inc	$2.28M	1.28%	0.00%	+25.6%	Q2 2022
MRKMerck & Co., Inc.	$2.19M	1.23%	0.00%	+8.6%	Q4 2021
LNCLincoln National Corp	$2.14M	1.20%	0.03%	+0.5%	Q4 2021
PGPROCTER & GAMBLE Co	$2M	1.12%	0.00%	Not reported	Q4 2021
PCARPaccar Inc	$1.88M	1.05%	0.00%	-1.7%	Q4 2021
BPBP PLC	$1.79M	1.01%	Not reported	+23.7%	Q4 2021
DISWalt Disney Co	$1.66M	0.93%	0.00%	-25.4%	Q4 2021
LOWLowes Companies Inc	$1.54M	0.86%	0.00%	+2.7%	Q4 2021
TAt&T Inc.	$1.48M	0.83%	0.00%	-0.4%	Q4 2021
CTSHCognizant Technology Solutions Corp	$1.07M	0.60%	0.00%	-7.5%	Q4 2021
LHLabcorp Holdings Inc.	$982K	0.55%	0.00%	-1.0%	Q2 2024
AVGOBroadcom Inc.	$960K	0.54%	0.00%	+33.5%	Q2 2022
CVSCVS HEALTH Corp	$912K	0.51%	0.00%	-1.5%	Q4 2021
BMYBristol Myers Squibb Co	$854K	0.48%	0.00%	-35.7%	Q4 2021
VZVerizon Communications Inc	$850K	0.48%	0.00%	-30.9%	Q4 2021
ELVElevance Health, Inc.	$844K	0.47%	0.00%	-0.6%	Q4 2021
INTCIntel Corp	$831K	0.47%	0.00%	-6.0%	Q4 2021

Q3 2025Reported Oct 28, 202570 positions
AAPLApple Inc.	$8.01M	4.70%	0.00%	+3.5%	Q4 2021
MSFTMicrosoft Corp	$5.2M	3.05%	0.00%	-2.9%	Q4 2021
GOOGLAlphabet Inc.	$4.63M	2.72%	0.00%	+7.0%	Q4 2021
ORCLOracle Corp	$4.62M	2.71%	0.00%	0.0%	Q4 2021
IBMInternational Business Machines Corp	$4.3M	2.53%	0.00%	+2.2%	Q4 2021
JPMJPMorgan Chase & Co	$4.26M	2.50%	0.00%	+0.7%	Q4 2021
WSMWilliams Sonoma Inc	$3.99M	2.34%	0.02%	-2.5%	Q4 2021
AXPAmerican Express Co	$3.98M	2.34%	0.00%	+1.4%	Q4 2021
AMZNAmazon Com Inc	$3.72M	2.18%	0.00%	-5.2%	Q4 2021
MRVLMarvell Technology, Inc.	$3.64M	2.13%	0.01%	+18.5%	Q4 2021
GLWCorning Inc	$3.45M	2.02%	0.00%	+0.4%	Q4 2021
WMTWalmart Inc.	$3.4M	1.99%	0.00%	-0.6%	Q4 2021
GHCGraham Holdings Co	$3.22M	1.89%	Not reported	+4.3%	Q4 2021
RTXRTX Corp	$3M	1.76%	0.00%	+1.2%	Q4 2021
TJXTJX Companies Inc	$3M	1.76%	0.00%	+5.0%	Q4 2021
AMATApplied Materials Inc	$2.96M	1.74%	0.00%	+35.5%	Q4 2021
GDGeneral Dynamics Corp	$2.96M	1.74%	0.00%	+14.8%	Q4 2021
MSMorgan Stanley	$2.96M	1.74%	0.00%	+5.4%	Q4 2021
QCOMQualcomm Inc	$2.91M	1.71%	0.00%	+2.1%	Q4 2021
ALLAllstate Corp	$2.81M	1.65%	0.01%	+1.6%	Q4 2021
CSCOCisco Systems, Inc.	$2.79M	1.64%	0.00%	+3.0%	Q4 2021
CCitigroup Inc	$2.75M	1.62%	0.00%	+0.6%	Q4 2021
XOMExxonMobil Holdings Corp	$2.69M	1.58%	0.00%	+1.9%	Q4 2021
WRBBerkley W R Corp	$2.66M	1.56%	0.01%	+8.4%	Q4 2021
CVXChevron Corp	$2.58M	1.52%	0.00%	+1.8%	Q4 2021
AMGNAmgen Inc	$2.42M	1.42%	0.00%	+14.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.4M	1.41%	Not reported	+2.4%	Q4 2021
PEPPepsico Inc	$2.34M	1.38%	0.00%	+20.0%	Q4 2021
JNJJohnson & Johnson	$2.28M	1.34%	0.00%	+12.8%	Q4 2021
EMREmerson Electric Co	$2.27M	1.34%	0.00%	+9.2%	Q4 2021
DISWalt Disney Co	$2.24M	1.32%	0.00%	+7.3%	Q4 2021
JCIJohnson Controls International plc	$2.19M	1.28%	0.00%	+4.1%	Q4 2021
PGPROCTER & GAMBLE Co	$2.15M	1.26%	0.00%	+14.9%	Q4 2021
PNCPNC Financial Services Group, Inc.	$2.09M	1.23%	0.00%	+6.3%	Q4 2021
MSGSMadison Square Garden Sports Corp.	$1.98M	1.16%	0.04%	+32.8%	Q4 2021
EOGEog Resources Inc	$1.94M	1.14%	0.00%	+65.5%	Q2 2022
LNCLincoln National Corp	$1.93M	1.13%	0.03%	+16.5%	Q4 2021
PCARPaccar Inc	$1.72M	1.01%	0.00%	+10.6%	Q4 2021
TAt&T Inc.	$1.69M	0.99%	0.00%	-0.5%	Q4 2021
MRKMerck & Co., Inc.	$1.61M	0.94%	0.00%	-2.6%	Q4 2021
LOWLowes Companies Inc	$1.56M	0.92%	0.00%	+17.9%	Q4 2021
BPBP PLC	$1.44M	0.84%	Not reported	+6.9%	Q4 2021
VZVerizon Communications Inc	$1.33M	0.78%	0.00%	+6.8%	Q4 2021
LHLabcorp Holdings Inc.	$1.14M	0.67%	0.00%	+0.6%	Q2 2024
BMYBristol Myers Squibb Co	$1.11M	0.65%	0.00%	-20.7%	Q4 2021
MDTMedtronic plc	$1.09M	0.64%	0.00%	-19.0%	Q4 2021
CTSHCognizant Technology Solutions Corp	$938K	0.55%	0.00%	+5.4%	Q4 2021
CVSCVS HEALTH Corp	$879K	0.52%	0.00%	-7.3%	Q4 2021
SOSouthern Co	$838K	0.49%	0.00%	Not reported	Q4 2021
INTCIntel Corp	$803K	0.47%	0.00%	+14.3%	Q4 2021

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