Insight Inv LLC Top Holdings and 13F Report (2026) About Insight Inv LLCInvestment ActivityInsight Inv LLC has $182.75 million in total holdings as of March 31, 2026.Insight Inv LLC owns shares of 104 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 3.53% of the portfolio was purchased this quarter.About 2.97% of the portfolio was sold this quarter.This quarter, Insight Inv LLC has purchased 112 new stocks and bought additional shares in 45 stocks.Insight Inv LLC sold shares of 48 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $8,113,666First Trust Rising Dividend Achievers ETF $5,863,818Alphabet $5,467,378Corning $5,456,748Applied Materials $4,874,951 Largest Purchases this Quarter Schwab US Dividend Equity ETF 24,710 shares (about $758.11K)First Trust Rising Dividend Achievers ETF 10,588 shares (about $722.95K)Vanguard Intermediate-Term Corporate Bond ETF 8,660 shares (about $716.62K)Vanguard Short-Term Corporate Bond ETF 8,699 shares (about $689.57K)iShares MSCI USA Quality Factor ETF 3,565 shares (about $683.80K) Largest Sales this Quarter First Trust Ultra Short Duration Municipal ETF 21,800 shares (about $437.09K)Corning 1,900 shares (about $258.34K)iShares Russell 1000 Growth ETF 550 shares (about $234.54K)iShares Core MSCI EAFE ETF 2,198 shares (about $198.98K)Medtronic 2,184 shares (about $189.24K) 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$8,113,666$23,095 ▼-0.3%31,9704.4%Computer and TechnologyRDVYFirst Trust Rising Dividend Achievers ETF$5,863,818$722,949 ▲14.1%85,8793.2%ManufacturingGOOGLAlphabet$5,467,378$14,666 ▼-0.3%19,0133.0%Computer and TechnologyGLWCorning$5,456,748$258,343 ▼-4.5%40,1323.0%Computer and TechnologyAMATApplied Materials$4,874,951$73,485 ▼-1.5%14,2632.7%Computer and TechnologyMRVLMarvell Technology$4,525,495$19,810 ▲0.4%45,6892.5%Computer and TechnologyMSFTMicrosoft$4,239,577$581,540 ▲15.9%11,4532.3%Computer and TechnologyWALMART INC$4,057,742$497 ▼0.0%32,6502.2%COMXOMExxonMobil$4,042,828$6,786 ▼-0.2%23,8292.2%EnergyJPMJPMorgan Chase & Co.$4,019,402$19,120 ▲0.5%13,6642.2%FinanceIBMInternational Business Machines$3,674,148$19,391 ▲0.5%15,1582.0%Computer and TechnologyAMZNAmazon.com$3,664,094$27,283 ▲0.8%17,5932.0%Retail/WholesaleCVXChevron$3,579,047$49,657 ▲1.4%17,2982.0%EnergyGHCGraham$3,578,825$160,704 ▲4.7%3,3852.0%Consumer DiscretionaryAXPAmerican Express$3,565,937$22,686 ▼-0.6%11,7892.0%FinanceWSMWilliams-Sonoma$3,525,898$91,347 ▼-2.5%19,3381.9%Retail/WholesaleRTXRTX$3,431,112$24,112 ▲0.7%17,7871.9%AerospaceEOGEOG Resources$3,400,431$257,479 ▲8.2%23,5211.9%EnergyTJXTJX Companies$3,293,972$22,518 ▲0.7%20,6261.8%Retail/WholesaleCSCOCisco Systems$3,157,758$1,940 ▲0.1%40,6981.7%Computer and TechnologyGDGeneral Dynamics$3,127,421$49,767 ▲1.6%9,1121.7%AerospaceVCSHVanguard Short-Term Corporate Bond ETF$3,117,372$689,570 ▲28.4%39,3261.7%ETFMSMorgan Stanley$3,116,298$4,937 ▼-0.2%18,9361.7%FinancePEPPepsiCo$3,089,495$90,845 ▲3.0%19,8951.7%Consumer StaplesMSGSMadison Square Garden$3,086,404$29,890 ▲1.0%9,6031.7%Consumer DiscretionaryAMGNAmgen$3,084,317$11,611 ▲0.4%8,7661.7%MedicalCCitigroup$3,059,802$19,053 ▼-0.6%26,9801.7%Financial ServicesJNJJohnson & Johnson$2,964,813$11,489 ▼-0.4%12,1291.6%MedicalALLAllstate$2,833,301$53,908 ▲1.9%13,6651.6%FinanceJCIJohnson Controls International$2,669,940$26,190 ▲1.0%20,3891.5%ConstructionPNCThe PNC Financial Services Group$2,666,257$37,664 ▲1.4%12,8131.5%FinanceLMBSFirst Trust Low Duration Opportunities ETF$2,596,745$244,119 ▲10.4%52,1331.4%ManufacturingMRKMerck & Co., Inc.$2,514,542$13,232 ▲0.5%20,9041.4%MedicalBPBP$2,487,287$59,925 ▲2.5%52,9211.4%EnergyORCLOracle$2,475,126$58,991 ▲2.4%16,8251.4%Computer and TechnologyWRBW.R. Berkley$2,456,867$162,386 ▲7.1%37,0681.3%FinanceBRK.BBerkshire Hathaway$2,403,667$86,256 ▲3.7%5,0161.3%FinanceEMREmerson Electric$2,386,791$99,575 ▲4.4%18,2171.3%IndustrialsQCOMQualcomm$2,197,631$23,052 ▲1.1%17,0651.2%Computer and TechnologyFUMBFirst Trust Ultra Short Duration Municipal ETF$2,184,347$437,090 ▼-16.7%108,9451.2%ETFPGProcter & Gamble$2,131,357$111,219 ▲5.5%14,7561.2%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$2,011,895$683,803 ▲51.5%10,4891.1%ETFPCARPACCAR$1,990,412$5,775 ▲0.3%17,2331.1%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$1,982,508$234,541 ▼-10.6%4,6491.1%ETFIWDiShares Russell 1000 Value ETF$1,916,834$170,081 ▼-8.1%8,9711.0%ETFVOOVanguard S&P 500 ETF$1,760,382$45,414 ▲2.6%2,9461.0%ETFSCHDSchwab US Dividend Equity ETF$1,746,898$758,107 ▲76.7%56,9391.0%ETFTAT&T$1,740,154$14,408 ▲0.8%60,0261.0%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$1,739,488$716,615 ▲70.1%21,0211.0%ETFFSMBFirst Trust Short Duration Managed Municipal ETF$1,732,728$28,443 ▼-1.6%86,8100.9%ETFLNCLincoln National$1,724,484$15,975 ▲0.9%48,5770.9%FinanceUSMViShares MSCI USA Min Vol Factor ETF$1,623,970$378,936 ▲30.4%17,5110.9%ETFLOWLowe's Companies$1,559,921$53,163 ▲3.5%6,6020.9%Retail/WholesaleDISWalt Disney$1,372,577$34,505 ▼-2.5%14,2410.8%Consumer DiscretionaryVZVerizon Communications$1,045,917$1,958 ▼-0.2%20,8350.6%Computer and TechnologyLABCORP HOLDINGS INC$1,041,626$2,668 ▼-0.3%3,9040.6%COM SHSINTCIntel$970,066$23,168 ▼-2.3%21,9820.5%Computer and TechnologyBMYBristol Myers Squibb$926,489$33,357 ▼-3.5%15,2760.5%MedicalAVGOBroadcom$865,390$7,119 ▲0.8%2,7960.5%Computer and TechnologySOSouthern$860,958$7,239 ▲0.8%8,9200.5%UtilitiesTPLTexas Pacific Land$802,006$94,912 ▼-10.6%1,6900.4%EnergyVTVVanguard Value ETF$723,978$66,708 ▼-8.4%3,6900.4%ETFCVSCVS Health$641,137$183,859 ▼-22.3%8,9270.4%MedicalSPROTT ASSET MANAGEMENT LP$628,0430.0%25,7500.3%PHYSICAL SILVERELVElevance Health$622,679$82,555 ▼-11.7%2,1270.3%MedicalIJHiShares Core S&P Mid-Cap ETF$576,369$17,895 ▼-3.0%8,5350.3%ETFGOOGAlphabet$539,871$168,674 ▼-23.8%1,8820.3%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$538,022$4,929 ▼-0.9%13,6450.3%ETFCOSTCostco Wholesale$531,097$8,968 ▼-1.7%5330.3%Retail/WholesaleVVisa$451,849$3,627 ▲0.8%1,4950.2%Business ServicesHDHome Depot$420,979$145,698 ▼-25.7%1,2800.2%Retail/WholesaleRGLDRoyal Gold$385,552$1,527 ▼-0.4%1,5150.2%Basic MaterialsIJJiShares S&P Mid-Cap 400 Value ETF$359,870$56,313 ▼-13.5%2,7160.2%ETFMDTMedtronic$351,712$189,243 ▼-35.0%4,0590.2%MedicalMCDMcDonald's$308,614$72,725 ▼-19.1%9930.2%Retail/WholesaleTMOThermo Fisher Scientific$294,918$492 ▼-0.2%6000.2%MedicalABBVAbbVie$287,304$1,087 ▲0.4%1,3210.2%MedicalFIVGDefiance Next Gen Connectivity ETF$284,086$27,270 ▼-8.8%4,1670.2%ETFBKBNY$268,222$28,115 ▼-9.5%2,2610.1%FinanceIWSiShares Russell Mid-Cap Value ETF$255,336$16,469 ▼-6.1%1,7520.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$252,456$50,813 ▼-16.8%2,5090.1%ETFNVDANVIDIA$250,090$6,104 ▲2.5%1,4340.1%Computer and TechnologyPRFInvesco RAFI US 1000 ETF$247,3940.0%5,2050.1%ETFIEFAiShares Core MSCI EAFE ETF$233,839$198,985 ▼-46.0%2,5830.1%ETFIJRiShares Core S&P Small-Cap ETF$225,747$125,802 ▼-35.8%1,8160.1%ETFVBRVanguard Small-Cap Value ETF$214,209$79,731 ▼-27.1%9860.1%ETFPARAMOUNT SKYDANCE CORP$183,918$3,608 ▼-1.9%20,3900.1%COM CL BIJSiShares S&P Small-Cap 600 Value ETF$182,058$4,264 ▼-2.3%1,5370.1%ETFIVViShares Core S&P 500 ETF$152,851$1,960 ▼-1.3%2340.1%ETFIVWiShares S&P 500 Growth ETF$125,8910.0%1,1130.1%ETFDVYiShares Select Dividend ETF$122,945$128,699 ▼-51.1%8120.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$100,139$4,341 ▼-4.2%6920.1%ETFVUGVanguard Growth ETF$97,4040.0%2230.1%ETFIVEiShares S&P 500 Value ETF$79,3920.0%3760.0%ETFVOVanguard Mid-Cap ETF$55,716$862 ▲1.6%1940.0%ETFFTSMFirst Trust Enhanced Short Maturity ETF$41,8460.0%7000.0%ManufacturingIWNiShares Russell 2000 Value ETF$37,9180.0%2000.0%ETFVONVVanguard Russell 1000 Value ETF$26,9030.0%2870.0%ETFIWOiShares Russell 2000 Growth ETF$25,7320.0%820.0%ETFIWPiShares Russell Mid-Cap Growth ETF$9,737$28,442 ▼-74.5%760.0%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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