Insight Inv LLC Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$178.4M

Holdings

112

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (112 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
32,061$8.7M4.89%
2
GOOGLALPHABET INC
19,064$6.0M3.35%
3
RDVYFIRST TR EXCHANGE TRADED FD
75,291$5.2M2.93%
4
MSFTMICROSOFT CORP
9,882$4.8M2.68%
5
IBMINTERNATIONAL BUSINESS MACHS
15,078$4.5M2.50%
6
AXPAMERICAN EXPRESS CO
11,864$4.4M2.46%
7
JPMJPMORGAN CHASE & CO.
13,599$4.4M2.46%
8
AMZNAMAZON COM INC
17,462$4.0M2.26%
9
MRVLMARVELL TECHNOLOGY INC
45,489$3.9M2.17%
10
AMATAPPLIED MATLS INC
14,478$3.7M2.09%
11
GLWCORNING INC
42,032$3.7M2.06%
12
WMTWALMART INC
32,654$3.6M2.04%
13
GHCGRAHAM HLDGS CO
3,233$3.6M1.99%
14
WSMWILLIAMS SONOMA INC
19,839$3.5M1.99%
15
DWDMORGAN STANLEY
18,966$3.4M1.89%
16
RTXRTX CORPORATION
17,662$3.2M1.82%
17
ORCLORACLE CORP
16,424$3.2M1.79%
18
TRVCCITIGROUP INC
27,148$3.2M1.78%
19
TJXTJX COS INC NEW
20,485$3.1M1.76%
20
CSCOCISCO SYS INC
40,673$3.1M1.76%
21
GDGENERAL DYNAMICS CORP
8,967$3.0M1.69%
22
QCOMQUALCOMM INC
16,886$2.9M1.62%
23
XOMEXXON MOBIL CORP
23,869$2.9M1.61%
24
AMGNAMGEN INC
8,733$2.9M1.60%
25
ALSALLSTATE CORP
13,405$2.8M1.56%
26
PEPPEPSICO INC
19,310$2.8M1.55%
27
PNCPNC FINL SVCS GROUP INC
12,632$2.6M1.48%
28
FUMBFIRST TR EXCH TRADED FD III
130,745$2.6M1.47%
29
CVXCHEVRON CORP NEW
17,058$2.6M1.46%
30
JNJJOHNSON & JOHNSON
12,176$2.5M1.41%
31
IWFISHARES TR
5,199$2.5M1.38%
32
MSGSMADISON SQUARE GRDN SPRT COR
9,510$2.5M1.38%
33
VCSHVANGUARD SCOTTSDALE FDS
30,627$2.4M1.37%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
4,836$2.4M1.36%
35
WRBBERKLEY W R CORP
34,618$2.4M1.36%
36
JCIJOHNSON CTLS INTL PLC
20,189$2.4M1.35%
37
LMBSFIRST TR EXCHANGE-TRADED FD
47,232$2.4M1.32%
38
EMREMERSON ELEC CO
17,457$2.3M1.30%
39
EOGEOG RES INC
21,740$2.3M1.28%
40
MRKMERCK & CO INC
20,794$2.2M1.23%
41
LNCLINCOLN NATL CORP IND
48,127$2.1M1.20%
42
IWDISHARES TR
9,767$2.1M1.15%
43
PGPROCTER AND GAMBLE CO
13,986$2.0M1.12%
44
PCARPACCAR INC
17,183$1.9M1.05%
45
VOOVANGUARD INDEX FDS
2,870$1.8M1.01%
46
BPBP PLC
51,646$1.8M1.01%
47
FSMBFIRST TR EXCH TRADED FD III
88,235$1.8M0.99%
48
DISDISNEY WALT CO
14,599$1.7M0.93%
49
LOWLOWES COS INC
6,377$1.5M0.86%
50
TAT&T INC
59,529$1.5M0.83%
51
QUALISHARES TR
6,924$1.4M0.77%
52
USMVISHARES TR
13,425$1.3M0.71%
53
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
12,941$1.1M0.60%
54
VCITVANGUARD SCOTTSDALE FDS
12,361$1.0M0.58%
55
LHLABCORP HOLDINGS INC
3,914$981K0.55%
56
AVGOBROADCOM INC
2,773$959K0.54%
57
CVSCVS HEALTH CORP
11,487$911K0.51%
58
SCHDSCHWAB STRATEGIC TR
32,229$884K0.50%
59
BMYBRISTOL-MYERS SQUIBB CO
15,826$853K0.48%
60
BACVERIZON COMMUNICATIONS INC
20,874$850K0.48%
61
ELVELEVANCE HEALTH INC FORMERLY
2,409$844K0.47%
62
INTCINTEL CORP
22,507$830K0.47%
63
GOOGALPHABET INC
2,470$775K0.43%
64
SOSOUTHERN CO
8,845$771K0.43%
65
VTVVANGUARD INDEX FDS
4,030$769K0.43%
66
PSLV/USPROTT ASSET MANAGEMENT LP
25,750$608K0.34%
67
MDTMEDTRONIC PLC
6,243$599K0.34%
68
HDHOME DEPOT INC
1,723$592K0.33%
69
IJHISHARES TR
8,800$580K0.33%
70
TPLTEXAS PACIFIC LAND CORPORATI
1,890$542K0.30%
71
SDVYFIRST TR EXCHANGE-TRADED FD
13,770$527K0.30%
72
VVISA INC
1,483$520K0.29%
73
COSTCOSTCO WHSL CORP NEW
542$467K0.26%
74
AQLTISHARES TR
4,781$427K0.24%
75
IJJISHARES TR
3,141$413K0.23%
76
MCDMCDONALDS CORP
1,227$375K0.21%
77
TMOTHERMO FISHER SCIENTIFIC INC
601$348K0.20%
78
IJRISHARES TR
2,828$339K0.19%
79
RGLDROYAL GOLD INC
1,521$338K0.19%
80
ABBVABBVIE INC
1,316$300K0.17%
81
SIXGETF SER SOLUTIONS
4,567$291K0.16%
82
IJKISHARES TR
3,014$291K0.16%
83
BKBANK NEW YORK MELLON CORP
2,498$289K0.16%
84
VBRVANGUARD INDEX FDS
1,353$286K0.16%
85
PSKYPARAMOUNT SKYDANCE CORP
20,790$278K0.16%
86
FICOFAIR ISAAC CORP
164$277K0.16%
87
MEARISHARES U S ETF TR
5,300$266K0.15%
88
IWSISHARES TR
1,865$263K0.15%
89
NVDANVIDIA CORPORATION
1,399$260K0.15%
90
PRFINVESCO EXCHANGE TRADED FD T
5,205$244K0.14%
91
AQLTISHARES TR
1,662$234K0.13%
92
PANWPALO ALTO NETWORKS INC
1,141$210K0.12%
93
SPYGSPDR SERIES TRUST
1,815$193K0.11%
94
IJSISHARES TR
1,573$178K0.10%
95
IVVISHARES TR
237$162K0.09%
96
IVWISHARES TR
1,113$137K0.08%
97
VUGVANGUARD INDEX FDS
223$108K0.06%
98
IJTISHARES TR
722$101K0.06%
99
IVEISHARES TR
376$79K0.04%
100
VALKYRIE ETF TRUST II
11,300$58K0.03%
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