Insight Inv LLC Top Holdings and 13F Report (2025) About Insight Inv LLCInvestment ActivityInsight Inv LLC has $149.10 million in total holdings as of June 30, 2025.Insight Inv LLC owns shares of 116 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 0.84% of the portfolio was purchased this quarter.About 65.21% of the portfolio was sold this quarter.This quarter, Insight Inv LLC has purchased 133 new stocks and bought additional shares in 9 stocks.Insight Inv LLC sold shares of 71 stocks and completely divested from 20 stocks this quarter.Largest Holdings Apple $6,234,501Microsoft $5,144,739First Trust Rising Dividend Achievers ETF $4,765,354International Business Machines $4,396,054Amazon.com $3,915,234 Largest New Holdings this Quarter 26922A289 - Defiance Next Gen Connectivity ETF $243,698 Holding78464A409 - SPDR Portfolio S&P 500 Growth ETF $173,006 Holding78464A763 - SPDR S&P Dividend ETF $27,282 Holding Largest Purchases this Quarter First Trust Ultra Short Duration Municipal ETF 17,550 shares (about $352.76K)First Trust Low Duration Opportunities ETF 6,400 shares (about $315.26K)Defiance Next Gen Connectivity ETF 4,619 shares (about $243.70K)SPDR Portfolio S&P 500 Growth ETF 1,815 shares (about $173.01K)First Trust Rising Dividend Achievers ETF 1,100 shares (about $69.01K) Largest Sales this Quarter Microsoft 39,787 shares (about $19.79M)Costco Wholesale 14,241 shares (about $14.10M)Apple 38,348 shares (about $7.87M)Berkshire Hathaway 16,122 shares (about $7.83M)Visa 13,487 shares (about $4.79M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInsight Inv LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$6,234,501$7,867,859 ▼-55.8%30,3874.2%Computer and TechnologyMSFTMicrosoft$5,144,739$19,790,557 ▼-79.4%10,3433.5%Computer and TechnologyRDVYFirst Trust Rising Dividend Achievers ETF$4,765,354$69,014 ▲1.5%75,9543.2%ManufacturingIBMInternational Business Machines$4,396,054$86,960 ▼-1.9%14,9132.9%Computer and TechnologyAMZNAmazon.com$3,915,234$4,597,318 ▼-54.0%17,8462.6%Retail/WholesaleJPMJPMorgan Chase & Co.$3,885,374$4,631,023 ▼-54.4%13,4022.6%FinanceAXPAmerican Express$3,767,473$66,986 ▼-1.7%11,8112.5%FinanceORCLOracle$3,588,593$100,133 ▼-2.7%16,4142.4%Computer and TechnologyWSMWilliams-Sonoma$3,416,393$113,542 ▼-3.2%20,9122.3%Retail/WholesaleWMTWalmart$3,241,798$112,936 ▼-3.4%33,1542.2%Retail/WholesaleGOOGLAlphabet$3,132,664$3,548,038 ▼-53.1%17,7762.1%Computer and TechnologyMRVLMarvell Technology$2,825,255$619 ▼0.0%36,5021.9%Computer and TechnologyCSCOCisco Systems$2,742,800$1,491,601 ▼-35.2%39,5331.8%Computer and TechnologyQCOMQUALCOMM$2,726,690$40,293 ▼-1.5%17,1211.8%Computer and TechnologyFUMBFirst Trust Ultra Short Duration Municipal ETF$2,612,900$352,755 ▲15.6%129,9951.8%ETFALLAllstate$2,592,873$47,912 ▼-1.8%12,8801.7%FinanceRTXRTX$2,588,789$161,206 ▼-5.9%17,7291.7%AerospaceXOMExxon Mobil$2,525,862$131,624 ▼-5.0%23,4311.7%EnergyVCSHVanguard Short-Term Corporate Bond ETF$2,517,606$21,863 ▼-0.9%31,6681.7%ETFMSMorgan Stanley$2,489,560$99,165 ▼-3.8%17,6741.7%FinanceGHCGraham$2,484,642$87,048 ▼-3.4%2,6261.7%Consumer DiscretionaryTJXTJX Companies$2,440,780$118,797 ▼-4.6%19,7651.6%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$2,388,8610.0%5,6261.6%ETFWRBW.R. Berkley$2,353,391$5,143 ▲0.2%32,0321.6%FinanceCVXChevron$2,340,345$222,665 ▼-8.7%16,3441.6%EnergyCCitigroup$2,292,537$28,515 ▼-1.2%26,9331.5%Financial ServicesBRK.BBerkshire Hathaway$2,263,688$7,831,583 ▼-77.6%4,6601.5%FinanceDISWalt Disney$2,260,812$10,541 ▼-0.5%18,2311.5%Consumer DiscretionaryGDGeneral Dynamics$2,204,950$93,040 ▼-4.0%7,5601.5%AerospaceGLWCorning$2,200,050$53,905 ▼-2.4%41,8341.5%Computer and TechnologyEMREmerson Electric$2,117,680$98,931 ▼-4.5%15,8831.4%IndustrialsAMGNAmgen$2,094,633$1,435,139 ▼-40.7%7,5021.4%MedicalJCIJohnson Controls International$2,018,926$72,350 ▼-3.5%19,1151.4%ConstructionIWDiShares Russell 1000 Value ETF$1,965,0250.0%10,1171.3%ETFAMATApplied Materials$1,955,737$51,260 ▼-2.6%10,6831.3%Computer and TechnologyPGProcter & Gamble$1,939,562$986,988 ▼-33.7%12,1741.3%Consumer StaplesPEPPepsiCo$1,836,280$22,843 ▼-1.2%13,9071.2%Consumer StaplesPNCThe PNC Financial Services Group$1,826,543$60,586 ▼-3.2%9,7981.2%FinanceTAT&T$1,738,310$11,547 ▲0.7%60,0661.2%Computer and TechnologyJNJJohnson & Johnson$1,664,822$2,542,523 ▼-60.4%10,8991.1%MedicalFSMBFirst Trust Short Duration Managed Municipal ETF$1,598,571$243,836 ▼-13.2%80,3101.1%ETFMRKMerck & Co., Inc.$1,555,257$1,197,929 ▼-43.5%19,6471.0%MedicalPCARPACCAR$1,501,663$23,765 ▼-1.6%15,7971.0%Auto/Tires/TrucksBMYBristol Myers Squibb$1,436,240$35,643 ▼-2.4%31,0271.0%MedicalLNCLincoln National$1,422,4060.0%41,1101.0%FinanceMSGSMadison Square Garden$1,371,757$1,463 ▲0.1%6,5650.9%Consumer DiscretionaryLMBSFirst Trust Low Duration Opportunities ETF$1,269,430$315,264 ▲33.0%25,7700.9%ManufacturingEOGEOG Resources$1,251,360$12,081 ▼-1.0%10,4620.8%EnergyMDTMedtronic$1,226,743$1,166,596 ▼-48.7%14,0730.8%MedicalVZVerizon Communications$1,223,805$806,985 ▼-39.7%28,2830.8%Computer and TechnologyBPBP$1,169,245$36,964 ▼-3.1%39,0660.8%EnergyLOWLowe's Companies$1,168,146$22,631 ▼-1.9%5,2650.8%Retail/WholesaleTGTTarget$1,131,614$61,163 ▼-5.1%11,4710.8%Retail/WholesaleCTSHCognizant Technology Solutions$1,035,692$3,745 ▲0.4%13,2730.7%Computer and TechnologyLABCORP HOLDINGS INC$1,031,927$30,189 ▼-2.8%3,9310.7%COM SHSELVElevance Health$998,849$389 ▲0.0%2,5680.7%MedicalCVSCVS Health$867,630$36,421 ▼-4.0%12,5780.6%MedicalSOSouthern$812,236$16,989 ▼-2.0%8,8450.5%UtilitiesVOOVanguard S&P 500 ETF$808,307$49,419 ▲6.5%1,4230.5%ETFVTVVanguard Value ETF$782,0750.0%4,4250.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$757,6380.0%21,4750.5%ETFIEFAiShares Core MSCI EAFE ETF$712,084$6,428 ▼-0.9%8,5300.5%ETFIJHiShares Core S&P Mid-Cap ETF$634,4650.0%10,2300.4%ETFAVGOBroadcom$602,571$145,819 ▼-19.5%2,1860.4%Computer and TechnologyHDHome Depot$582,958$14,666 ▼-2.5%1,5900.4%Retail/WholesaleCOSTCostco Wholesale$567,236$14,097,745 ▼-96.1%5730.4%Retail/WholesaleVVisa$547,487$4,788,558 ▼-89.7%1,5420.4%Business ServicesVCITVanguard Intermediate-Term Corporate Bond ETF$539,8920.0%6,5110.4%ETFINTCIntel$469,482$3,808 ▼-0.8%20,9590.3%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$469,480$6,179 ▼-1.3%3,7990.3%ETFGOOGAlphabet$453,054$36,365 ▼-7.4%2,5540.3%Computer and TechnologyMCDMcDonald's$399,689$4,162,551 ▼-91.2%1,3680.3%Retail/WholesaleMEARiShares Short Maturity Municipal Bond Active ETF$366,971$276,485 ▼-43.0%7,3000.2%ETFBKLNInvesco Senior Loan ETF$342,126$2,761 ▼-0.8%16,3540.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$330,705$4,676 ▼-1.4%3,3240.2%ETFABBVAbbVie$315,183$4,269 ▼-1.3%1,6980.2%MedicalSPROTT PHYSICAL SILVER TR$315,1800.0%25,7500.2%TR UNITIJRiShares Core S&P Small-Cap ETF$309,072$5,246 ▼-1.7%2,8280.2%ETFFICOFair Isaac$303,4410.0%1660.2%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$301,326$5,095 ▼-1.7%3,3120.2%ETFRGLDRoyal Gold$299,6600.0%1,6850.2%Basic MaterialsNVDANVIDIA$288,490$1,628,878 ▼-85.0%1,8260.2%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$260,3160.0%1,9700.2%ETFPARAParamount Global$255,549$13,545 ▼-5.0%19,8100.2%Consumer DiscretionaryTMOThermo Fisher Scientific$254,223$4,460 ▼-1.7%6270.2%MedicalPANWPalo Alto Networks$249,456$3,716,669 ▼-93.7%1,2190.2%Computer and TechnologyFIVGDefiance Next Gen Connectivity ETF$243,698$243,698 ▲New Holding4,6190.2%ETFADBEAdobe$242,187$2,761,164 ▼-91.9%6260.2%Computer and TechnologyTXNTexas Instruments$238,971$3,186,142 ▼-93.0%1,1510.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$222,8960.0%1,1430.1%ETFDVYiShares Select Dividend ETF$220,7300.0%1,6620.1%ETFPRFInvesco RAFI US 1000 ETF$220,0150.0%5,2050.1%ETFPFEPfizer$209,700$259,077 ▼-55.3%8,6510.1%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$173,006$173,006 ▲New Holding1,8150.1%ETFBTFBoulder Total Return Fund$148,7080.0%11,3000.1%IVWiShares S&P 500 Growth ETF$140,9280.0%1,2800.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$128,1180.0%9630.1%ETFIVViShares Core S&P 500 ETF$121,6960.0%1960.1%ETFVUGVanguard Growth ETF$97,7630.0%2230.1%ETFIWBiShares Russell 1000 ETF$83,1950.0%2450.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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