# Insight Inv LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1909322. Source: https://holderbook.com/funds/1909322-insight-inv-llc/

- Reported value: $212.1M
- Positions: 109
- Weight of the ten largest: 34.7%
- Filed: 2026-07-24

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $13.2M | 44,189 | 6.2% | 19 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $10.0M | 13,858 | 4.7% | 19 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $9.8M | 38,535 | 4.6% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $9.1M | 31,410 | 4.3% | 19 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $7.1M | 87,609 | 3.3% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $6.6M | 18,409 | 3.1% | 19 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $4.7M | 39,698 | 2.2% | 19 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $4.5M | 13,625 | 2.1% | 19 |
| WILLIAMS SONOMA INC | [WSM](https://holderbook.com/stocks/WSM/) | $4.4M | 18,683 | 2.1% | 19 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $4.3M | 15,213 | 2.0% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $4.2M | 17,673 | 2.0% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.2M | 11,286 | 2.0% | 19 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $4.0M | 19,192 | 1.9% | 19 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $4.0M | 11,764 | 1.9% | 19 |
| GRAHAM HLDGS CO | [GHC](https://holderbook.com/stocks/GHC/) | $3.9M | 3,438 | 1.8% | 19 |
| MADISON SQUARE GRDN SPRT COR | [MSGS](https://holderbook.com/stocks/MSGS/) | $3.8M | 9,453 | 1.8% | 19 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $3.8M | 26,925 | 1.8% | 19 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.7M | 32,245 | 1.7% | 19 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $3.4M | 17,816 | 1.6% | 19 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $3.2M | 13,638 | 1.5% | 19 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $3.2M | 9,067 | 1.5% | 19 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $3.2M | 40,400 | 1.5% | 19 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $3.2M | 12,919 | 1.5% | 19 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $3.2M | 8,724 | 1.5% | 19 |
| FIRST TR EXCHANGE-TRADED FD | [LMBS](https://holderbook.com/stocks/LMBS/) | $3.1M | 62,900 | 1.5% | 16 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $3.1M | 24,077 | 1.5% | 10 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $3.1M | 16,845 | 1.5% | 19 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $3.1M | 20,494 | 1.5% | 19 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $3.1M | 12,074 | 1.4% | 19 |
| BERKLEY W R CORP | [WRB](https://holderbook.com/stocks/WRB/) | $2.9M | 40,655 | 1.4% | 19 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $2.9M | 19,609 | 1.4% | 19 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.9M | 17,277 | 1.4% | 19 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.9M | 20,461 | 1.3% | 19 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $2.8M | 20,335 | 1.3% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.7M | 5,451 | 1.3% | 19 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $2.6M | 20,428 | 1.2% | 19 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $2.6M | 18,259 | 1.2% | 19 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $2.5M | 17,084 | 1.2% | 19 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $2.5M | 11,364 | 1.2% | 4 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.4M | 16,496 | 1.1% | 19 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $2.2M | 17,790 | 1.0% | 19 |
| FIRST TR EXCH TRADED FD III | [FUMB](https://holderbook.com/stocks/FUMB/) | $2.2M | 108,495 | 1.0% | 19 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $2.2M | 8,971 | 1.0% | 7 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $2.0M | 16,983 | 1.0% | 19 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $2.0M | 2,864 | 0.9% | 19 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $1.9M | 61,110 | 0.9% | 4 |
| BP PLC | [BP](https://holderbook.com/stocks/BP/) | $1.9M | 52,121 | 0.9% | 17 |
| FIRST TR EXCH TRADED FD III | [FSMB](https://holderbook.com/stocks/FSMB/) | $1.8M | 91,485 | 0.9% | 16 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $1.7M | 20,631 | 0.8% | 19 |
| LINCOLN NATL CORP IND | [LNC](https://holderbook.com/stocks/LNC/) | $1.7M | 47,727 | 0.8% | 19 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $1.5M | 15,596 | 0.7% | 4 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $1.4M | 6,545 | 0.7% | 19 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $1.3M | 13,911 | 0.6% | 19 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $1.2M | 58,051 | 0.6% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.0M | 2,726 | 0.5% | 11 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $853.2K | 20,152 | 0.4% | 19 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $847.6K | 14,711 | 0.4% | 19 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $839.5K | 8,115 | 0.4% | 19 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $833.2K | 8,705 | 0.4% | 19 |
| TEXAS PACIFIC LAND CORPORATI | [TPL](https://holderbook.com/stocks/TPL/) | $739.6K | 1,690 | 0.3% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $721.1K | 3,309 | 0.3% | 19 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $648.9K | 8,415 | 0.3% | 7 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $625.7K | 1,618 | 0.3% | 19 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $616.6K | 1,745 | 0.3% | 19 |
| FIRST TR EXCHANGE-TRADED FD | [SDVY](https://holderbook.com/stocks/SDVY/) | $588.6K | 13,645 | 0.3% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $512.9K | 1,495 | 0.2% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $498.6K | 533 | 0.2% | 19 |
| SPROTT ASSET MANAGEMENT LP | [PSLV](https://holderbook.com/stocks/PSLV/) | $485.9K | 25,750 | 0.2% | 18 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $448.4K | 1,271 | 0.2% | 19 |
| ETF SER SOLUTIONS | [UFOX](https://holderbook.com/stocks/UFOX/) | $396.0K | 4,167 | 0.2% | 5 |
| LABCORP HOLDINGS INC | [LH](https://holderbook.com/stocks/LH/) | $394.8K | 1,410 | 0.2% | 9 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $384.7K | 1,128 | 0.2% | 1 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $346.3K | 2,344 | 0.2% | 7 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $334.2K | 1,328 | 0.2% | 19 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $318.9K | 2,205 | 0.2% | 3 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $300.8K | 600 | 0.1% | 7 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $294.8K | 2,509 | 0.1% | 19 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $288.7K | 1,443 | 0.1% | 7 |
| ISHARES TR | [IWS](https://holderbook.com/stocks/IWS/) | $288.4K | 1,752 | 0.1% | 19 |
| INVESCO EXCHANGE TRADED FD T | [PRF](https://holderbook.com/stocks/PRF/) | $281.2K | 5,205 | 0.1% | 7 |
| ROYAL GOLD INC | [RGLD](https://holderbook.com/stocks/RGLD/) | $279.5K | 1,400 | 0.1% | 11 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $265.4K | 982 | 0.1% | 19 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $258.3K | 228 | 0.1% | 1 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $254.5K | 1,716 | 0.1% | 19 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $249.6K | 350 | 0.1% | 1 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $234.8K | 118 | 0.1% | 1 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $204.1K | 1,715 | 0.1% | 1 |
| PARAMOUNT SKYDANCE CORP | [PSKY](https://holderbook.com/stocks/PSKY/) | $193.8K | 19,655 | 0.1% | 4 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $181.9K | 1,883 | 0.1% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $175.2K | 234 | 0.1% | 7 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $169.2K | 1,238 | 0.1% | 19 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $153.1K | 1,113 | 0.1% | 19 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $142.1K | 585 | 0.1% | 19 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $126.9K | 812 | 0.1% | 7 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $123.6K | 692 | 0.1% | 19 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $115.3K | 1,338 | 0.1% | 19 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $85.4K | 376 | 0.0% | 19 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $62.5K | 776 | 0.0% | 19 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $44.2K | 200 | 0.0% | 7 |
| FIRST TR EXCHANGE-TRADED FD | [FTSM](https://holderbook.com/stocks/FTSM/) | $41.8K | 700 | 0.0% | 19 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +18.6% | +14.8% | +3.7% | 100% |
| Q1 2026 | +1.6% | -4.6% | +6.3% | 100% |
| Q4 2025 | +3.3% | +2.4% | +1.0% | 100% |
| Q3 2025 | +8.8% | +7.8% | +1.0% | 100% |
| Q2 2025 | +6.7% | +10.5% | -3.7% | 143% |
| Q1 2025 | -2.1% | -4.6% | +2.4% | 100% |
| Q4 2024 | +2.1% | +2.1% | -0.1% | 100% |
| Q3 2024 | +5.6% | +5.4% | +0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $212.1M | 109 |
| Q1 2026 | $182.7M | 104 |
| Q4 2025 | $178.4M | 112 |
| Q3 2025 | $170.3M | 112 |
| Q2 2025 | $149.1M | 116 |
| Q1 2025 | $145.4M | 133 |
| Q4 2024 | $143.6M | 124 |
| Q3 2024 | $119.2M | 89 |
| Q2 2024 | $115.8M | 88 |
| Q1 2024 | $115.2M | 89 |
| Q4 2023 | $102.1M | 87 |
| Q3 2023 | $90.3M | 86 |