Insight Inv LLC Q1 2025 Filing

Filed April 25, 2025

Portfolio Value

$145.4B

Holdings

133

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (133 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
68,735$7.0B4.79%
2
RDVYFIRST TR EXCHANGE TRADED FD
74,854$4.4B3.01%
3
MSFTMICROSOFT CORP
50,130$4.0B2.79%
4
IBMINTERNATIONAL BUSINESS MACHS
15,208$3.8B2.60%
5
AMZNAMAZON COM INC
38,801$3.6B2.45%
6
WSMWILLIAMS SONOMA INC
21,607$3.4B2.35%
7
JPMJPMORGAN CHASE & CO.
29,376$3.4B2.33%
8
AXPAMERICAN EXPRESS CO
12,021$3.2B2.22%
9
WMTWALMART INC
34,309$3.0B2.07%
10
CVXCHEVRON CORP NEW
17,899$3.0B2.06%
11
XOMEXXON MOBIL CORP
24,652$2.9B2.02%
12
GOOGLALPHABET INC
37,909$2.8B1.93%
13
ALSALLSTATE CORP
13,118$2.7B1.87%
14
QCOMQUALCOMM INC
17,374$2.7B1.84%
15
GHCGRAHAM HLDGS CO
2,718$2.6B1.80%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
20,782$2.5B1.75%
17
TJXTJX COS INC NEW
20,727$2.5B1.74%
18
VCSHVANGUARD SCOTTSDALE FDS
31,943$2.5B1.73%
19
CSCOCISCO SYS INC
61,032$2.5B1.72%
20
RTXRTX CORPORATION
18,833$2.5B1.72%
21
AMGNAMGEN INC
12,642$2.4B1.66%
22
ORCLORACLE CORP
16,872$2.4B1.62%
23
WRBBERKLEY W R CORP
31,962$2.3B1.56%
24
FUMBFIRST TR EXCH TRADED FD III
112,445$2.3B1.55%
25
MRVLMARVELL TECHNOLOGY INC
36,510$2.2B1.55%
26
GDGENERAL DYNAMICS CORP
7,879$2.1B1.48%
27
DWDMORGAN STANLEY
18,378$2.1B1.47%
28
PEPPEPSICO INC
14,080$2.1B1.45%
29
PGPROCTER AND GAMBLE CO
18,369$2.1B1.43%
30
IWFISHARES TR
5,626$2.0B1.40%
31
GLWCORNING INC
42,859$2.0B1.35%
32
BMYBRISTOL-MYERS SQUIBB CO
31,797$1.9B1.33%
33
TRVCCITIGROUP INC
27,268$1.9B1.33%
34
IWDISHARES TR
10,117$1.9B1.31%
35
JNJJOHNSON & JOHNSON
27,544$1.9B1.30%
36
FSMBFIRST TR EXCH TRADED FD III
92,560$1.8B1.27%
37
MRKMERCK & CO INC
34,780$1.8B1.26%
38
EMREMERSON ELEC CO
16,625$1.8B1.25%
39
DISDISNEY WALT CO
18,316$1.8B1.24%
40
PNCPNC FINL SVCS GROUP INC
10,123$1.8B1.22%
41
TAT&T INC
59,667$1.7B1.16%
42
AMATAPPLIED MATLS INC
10,963$1.6B1.09%
43
JCIJOHNSON CTLS INTL PLC
19,800$1.6B1.09%
44
PCARPACCAR INC
16,047$1.6B1.07%
45
LNCLINCOLN NATL CORP IND
41,110$1.5B1.02%
46
MDTMEDTRONIC PLC
27,456$1.4B0.95%
47
BPBP PLC
40,301$1.4B0.94%
48
EOGEOG RES INC
10,563$1.4B0.93%
49
BACVERIZON COMMUNICATIONS INC
46,933$1.3B0.89%
50
MSGSMADISON SQUARE GRDN SPRT COR
6,558$1.3B0.88%
51
DYHTARGET CORP
12,091$1.3B0.87%
52
LOWLOWES COS INC
5,367$1.3B0.86%
53
ELVELEVANCE HEALTH INC
2,567$1.1B0.77%
54
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
13,225$1.0B0.70%
55
LMBSFIRST TR EXCHANGE-TRADED FD
19,370$952.2M0.65%
56
LHLABCORP HOLDINGS INC
4,046$941.7M0.65%
57
CVSCVS HEALTH CORP
13,106$887.9M0.61%
58
SOSOUTHERN CO
9,030$830.3M0.57%
59
VTVVANGUARD INDEX FDS
4,425$764.4M0.53%
60
SDVYFIRST TR EXCHANGE-TRADED FD
21,475$719.4M0.49%
61
VOOVANGUARD INDEX FDS
1,336$686.6M0.47%
62
AQLTISHARES TR
8,607$651.1M0.45%
63
MEARISHARES U S ETF TR
12,800$643.1M0.44%
64
COSTCOSTCO WHSL CORP NEW
14,814$625.1M0.43%
65
HDHOME DEPOT INC
1,630$597.4M0.41%
66
IJHISHARES TR
10,230$596.9M0.41%
67
VVISA INC
15,029$571.7M0.39%
68
VCITVANGUARD SCOTTSDALE FDS
6,511$532.3M0.37%
69
INTCINTEL CORP
21,129$479.8M0.33%
70
IJJISHARES TR
3,849$460.8M0.32%
71
AVGOBROADCOM INC
2,715$454.6M0.31%
72
MCDMCDONALDS CORP
15,615$448.7M0.31%
73
GOOGALPHABET INC
2,759$431.0M0.30%
74
ABBVABBVIE INC
1,721$360.6M0.25%
75
BKLNINVESCO EXCH TRADED FD TR II
16,486$341.3M0.23%
76
IJSISHARES TR
3,371$328.6M0.23%
77
TMOTHERMO FISHER SCIENTIFIC INC
638$317.5M0.22%
78
FICOFAIR ISAAC CORP
166$306.1M0.21%
79
IJRISHARES TR
2,876$300.7M0.21%
80
PSLV/USPROTT PHYSICAL SILVER TR
25,750$298.7M0.21%
81
IJKISHARES TR
3,368$280.5M0.19%
82
RGLDROYAL GOLD INC
1,685$275.5M0.19%
83
QAINEW YORK LIFE INVESTMENTS ET
8,228$257.6M0.18%
84
NVDANVIDIA CORPORATION
12,136$257.3M0.18%
85
ADBEADOBE INC
7,763$251.8M0.17%
86
0VVBPARAMOUNT GLOBAL
20,860$249.5M0.17%
87
IWSISHARES TR
1,970$248.2M0.17%
88
AONAON PLC
597$238.3M0.16%
89
PANWPALO ALTO NETWORKS INC
19,381$236.4M0.16%
90
PFEPFIZER INC
19,339$235.3M0.16%
91
AQLTISHARES TR
1,662$223.2M0.15%
92
TXNTEXAS INSTRS INC
16,497$222.2M0.15%
93
VBRVANGUARD INDEX FDS
1,143$212.9M0.15%
94
PRFINVESCO EXCHANGE TRADED FD T
5,205$210.3M0.14%
95
UNPUNION PAC CORP
8,533$203.1M0.14%
96
ZBHZIMMER BIOMET HOLDINGS INC
1,790$202.6M0.14%
97
UNHUNITEDHEALTH GROUP INC
20,304$183.4M0.13%
98
NEENEXTERA ENERGY INC
13,110$132.3M0.09%
99
IJTISHARES TR
963$119.9M0.08%
100
IVWISHARES TR
1,280$118.8M0.08%
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