Insight Inv Llc Portfolio Stock Holdings
Insight Inv Llc disclosed 104 stock positions valued at approximately $182.7 million in its latest SEC 13F filing. The largest holdings include APPLE INC, FIRST TR EXCHANGE TRADED FD, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 104
- Portfolio Value
- $182.7M
Holdings by Sector
Insight Inv Llc Portfolio Holdings in Q1 2026
103 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.44% | 31,970 | -91 | -0.28% | $8,113,666 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 3.21% | 85,879 | +10,588 | +14.06% | $5,863,818 |
| ALPHABET INC | GOOGL | Communication Services | 2.99% | 19,013 | -51 | -0.27% | $5,467,378 |
| CORNING INC | GLW | Technology | 2.99% | 40,132 | -1,900 | -4.52% | $5,456,748 |
| APPLIED MATLS INC | AMAT | Technology | 2.67% | 14,263 | -215 | -1.49% | $4,874,951 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 2.48% | 45,689 | +200 | +0.44% | $4,525,495 |
| MICROSOFT CORP | MSFT | Technology | 2.32% | 11,453 | +1,571 | +15.90% | $4,239,577 |
| WALMART INC | WMT | Consumer Defensive | 2.22% | 32,650 | -4 | -0.01% | $4,057,742 |
| EXXON MOBIL CORP | XOM | Energy | 2.21% | 23,829 | -40 | -0.17% | $4,042,828 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.20% | 13,664 | +65 | +0.48% | $4,019,402 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 2.01% | 15,158 | +80 | +0.53% | $3,674,148 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.01% | 17,593 | +131 | +0.75% | $3,664,094 |
| CHEVRON CORPORATION | CVX | Energy | 1.96% | 17,298 | +240 | +1.41% | $3,579,047 |
| GRAHAM HLDGS CO | GHC | Consumer Defensive | 1.96% | 3,385 | +152 | +4.70% | $3,578,825 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.95% | 11,789 | -75 | -0.63% | $3,565,937 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 1.93% | 19,338 | -501 | -2.53% | $3,525,898 |
| RTX CORPORATION | RTX | Industrials | 1.88% | 17,787 | +125 | +0.71% | $3,431,112 |
| EOG RES INC | EOG | Energy | 1.86% | 23,521 | +1,781 | +8.19% | $3,400,431 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.80% | 20,626 | +141 | +0.69% | $3,293,972 |
| CISCO SYS INC | CSCO | Technology | 1.73% | 40,698 | +25 | +0.06% | $3,157,758 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.71% | 9,112 | +145 | +1.62% | $3,127,421 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.71% | 39,326 | +8,699 | +28.40% | $3,117,372 |
| MORGAN STANLEY | MS | Financial Services | 1.71% | 18,936 | -30 | -0.16% | $3,116,298 |
| PEPSICO INC | PEP | Consumer Defensive | 1.69% | 19,895 | +585 | +3.03% | $3,089,495 |
| MADISON SQUARE GRDN SPRT COR | MSGS | Communication Services | 1.69% | 9,603 | +93 | +0.98% | $3,086,404 |
| AMGEN INC | AMGN | Healthcare | 1.69% | 8,766 | +33 | +0.38% | $3,084,317 |
| CITIGROUP INC | C | Financial Services | 1.67% | 26,980 | -168 | -0.62% | $3,059,802 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.62% | 12,129 | -47 | -0.39% | $2,964,813 |
| ALLSTATE CORP | ALL | Financial Services | 1.55% | 13,665 | +260 | +1.94% | $2,833,301 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 1.46% | 20,389 | +200 | +0.99% | $2,669,940 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 1.46% | 12,813 | +181 | +1.43% | $2,666,257 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 1.42% | 52,133 | +4,901 | +10.38% | $2,596,745 |
| MERCK & CO INC | MRK | Healthcare | 1.38% | 20,904 | +110 | +0.53% | $2,514,542 |
| BP PLC | BP | Energy | 1.36% | 52,921 | +1,275 | +2.47% | $2,487,287 |
| ORACLE CORP | ORCL | Technology | 1.35% | 16,825 | +401 | +2.44% | $2,475,126 |
| BERKLEY W R CORP | WRB | Financial Services | 1.34% | 37,068 | +2,450 | +7.08% | $2,456,867 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.32% | 5,016 | +180 | +3.72% | $2,403,667 |
| EMERSON ELEC CO | EMR | Industrials | 1.31% | 18,217 | +760 | +4.35% | $2,386,791 |
| QUALCOMM INC | QCOM | Technology | 1.20% | 17,065 | +179 | +1.06% | $2,197,631 |
| FIRST TR EXCH TRADED FD III | FUMB | Other | 1.20% | 108,945 | -21,800 | -16.67% | $2,184,347 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.17% | 14,756 | +770 | +5.51% | $2,131,357 |
| ISHARES TR | QUAL | Other | 1.10% | 10,489 | +3,565 | +51.49% | $2,011,895 |
| PACCAR INC | PCAR | Industrials | 1.09% | 17,233 | +50 | +0.29% | $1,990,412 |
| ISHARES TR | IWF | Other | 1.08% | 4,649 | -550 | -10.58% | $1,982,508 |
| ISHARES TR | IWD | Other | 1.05% | 8,971 | -796 | -8.15% | $1,916,834 |
| VANGUARD INDEX FDS | VOO | Other | 0.96% | 2,946 | +76 | +2.65% | $1,760,382 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.96% | 56,939 | +24,710 | +76.67% | $1,746,898 |
| AT&T INC | T | Communication Services | 0.95% | 60,026 | +497 | +0.83% | $1,740,154 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.95% | 21,021 | +8,660 | +70.06% | $1,739,488 |
| FIRST TR EXCH TRADED FD III | FSMB | Other | 0.95% | 86,810 | -1,425 | -1.62% | $1,732,728 |
| LINCOLN NATL CORP IND | LNC | Financial Services | 0.94% | 48,577 | +450 | +0.94% | $1,724,484 |
| ISHARES TR | USMV | Other | 0.89% | 17,511 | +4,086 | +30.44% | $1,623,970 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.85% | 6,602 | +225 | +3.53% | $1,559,921 |
| DISNEY WALT CO | DIS | Communication Services | 0.75% | 14,241 | -358 | -2.45% | $1,372,577 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.57% | 20,835 | -39 | -0.19% | $1,045,917 |
| LABCORP HOLDINGS INC | LH | Healthcare | 0.57% | 3,904 | -10 | -0.26% | $1,041,626 |
| INTEL CORP | INTC | Technology | 0.53% | 21,982 | -525 | -2.33% | $970,066 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.51% | 15,276 | -550 | -3.48% | $926,489 |
| BROADCOM INC | AVGO | Technology | 0.47% | 2,796 | +23 | +0.83% | $865,390 |
| SOUTHERN CO | SO | Utilities | 0.47% | 8,920 | +75 | +0.85% | $860,958 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 0.44% | 1,690 | -200 | -10.58% | $802,006 |
| VANGUARD INDEX FDS | VTV | Other | 0.40% | 3,690 | -340 | -8.44% | $723,978 |
| CVS HEALTH CORP | CVS | Healthcare | 0.35% | 8,927 | -2,560 | -22.29% | $641,137 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.34% | 25,750 | - | - | $628,043 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.34% | 2,127 | -282 | -11.71% | $622,679 |
| ISHARES TR | IJH | Other | 0.32% | 8,535 | -265 | -3.01% | $576,369 |
| ALPHABET INC | GOOG | Communication Services | 0.30% | 1,882 | -588 | -23.81% | $539,871 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.29% | 13,645 | -125 | -0.91% | $538,022 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.29% | 533 | -9 | -1.66% | $531,097 |
| VISA INC | V | Financial Services | 0.25% | 1,495 | +12 | +0.81% | $451,849 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.23% | 1,280 | -443 | -25.71% | $420,979 |
| ROYAL GOLD INC | RGLD | Basic Materials | 0.21% | 1,515 | -6 | -0.39% | $385,552 |
| ISHARES TR | IJJ | Other | 0.20% | 2,716 | -425 | -13.53% | $359,870 |
| MEDTRONIC PLC | MDT | Other | 0.19% | 4,059 | -2,184 | -34.98% | $351,712 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.17% | 993 | -234 | -19.07% | $308,614 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.16% | 600 | -1 | -0.17% | $294,918 |
| ABBVIE INC | ABBV | Healthcare | 0.16% | 1,321 | +5 | +0.38% | $287,304 |
| ETF SER SOLUTIONS | SIXG | Other | 0.16% | 4,167 | -400 | -8.76% | $284,086 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.15% | 2,261 | -237 | -9.49% | $268,222 |
| ISHARES TR | IWS | Other | 0.14% | 1,752 | -113 | -6.06% | $255,336 |
| ISHARES TR | IJK | Other | 0.14% | 2,509 | -505 | -16.76% | $252,456 |
| NVIDIA CORPORATION | NVDA | Technology | 0.14% | 1,434 | +35 | +2.50% | $250,090 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.14% | 5,205 | - | - | $247,394 |
| ISHARES TR | IEFA | Other | 0.13% | 2,583 | -2,198 | -45.97% | $233,839 |
| ISHARES TR | IJR | Other | 0.12% | 1,816 | -1,012 | -35.79% | $225,747 |
| VANGUARD INDEX FDS | VBR | Other | 0.12% | 986 | -367 | -27.12% | $214,209 |
| ISHARES TR | IJS | Other | 0.10% | 1,537 | -36 | -2.29% | $182,058 |
| ISHARES TR | IVV | Other | 0.08% | 234 | -3 | -1.27% | $152,851 |
| ISHARES TR | IVW | Other | 0.07% | 1,113 | - | - | $125,891 |
| ISHARES TR | DVY | Other | 0.07% | 812 | -850 | -51.14% | $122,945 |
| ISHARES TR | IJT | Other | 0.05% | 692 | -30 | -4.16% | $100,139 |
| VANGUARD INDEX FDS | VUG | Other | 0.05% | 223 | - | - | $97,404 |
| ISHARES TR | IVE | Other | 0.04% | 376 | - | - | $79,392 |
| VANGUARD INDEX FDS | VO | Other | 0.03% | 194 | +3 | +1.57% | $55,716 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 0.02% | 700 | - | - | $41,846 |
| ISHARES TR | IWN | Other | 0.02% | 200 | - | - | $37,918 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.01% | 287 | - | - | $26,903 |
| ISHARES TR | IWO | Other | 0.01% | 82 | - | - | $25,732 |
| ISHARES TR | IWP | Other | 0.01% | 76 | -222 | -74.50% | $9,737 |
| FIRST TR EXCHANGE TRADED FD | FTXN | Other | 0.00% | 201 | - | - | $7,768 |