13F HOLDINGS REPORT

Insight Inv LLC

Quarter ended Q2 2025 · Filed July 24, 2025 · Accession 0001398344-25-013656

Total Value

$149.1M

Positions

116

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (116)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE INC	AAPL	30,387	$6.2M	4.18%
2	MICROSOFT CORP	MSFT	10,343	$5.1M	3.45%
3	FIRST TR EXCHANGE TRADED FD	33738R506	75,954	$4.8M	3.20%
4	INTERNATIONAL BUSINESS MACHS	INTR	14,913	$4.4M	2.95%
5	AMAZON COM INC	AMZN	17,846	$3.9M	2.63%
6	JPMORGAN CHASE & CO.	VYLD	13,402	$3.9M	2.61%
7	AMERICAN EXPRESS CO	AXP	11,811	$3.8M	2.53%
8	ORACLE CORP	ORCL-PD	16,414	$3.6M	2.41%
9	WILLIAMS SONOMA INC	WSM	20,912	$3.4M	2.29%
10	WALMART INC	WMT	33,154	$3.2M	2.17%
11	ALPHABET INC	GOOG	17,776	$3.1M	2.10%
12	MARVELL TECHNOLOGY INC	MRVL	36,502	$2.8M	1.89%
13	CISCO SYS INC	CSCO	39,533	$2.7M	1.84%
14	QUALCOMM INC	QCOM	17,121	$2.7M	1.83%
15	FIRST TR EXCH TRADED FD III	33740J104	129,995	$2.6M	1.75%
16	ALLSTATE CORP	ALL-PJ	12,880	$2.6M	1.74%
17	RTX CORPORATION	RTX	17,729	$2.6M	1.74%
18	EXXON MOBIL CORP	XOM	23,431	$2.5M	1.69%
19	VANGUARD SCOTTSDALE FDS	92206C409	31,668	$2.5M	1.69%
20	MORGAN STANLEY	MS-PQ	17,674	$2.5M	1.67%
21	GRAHAM HLDGS CO	GHM	2,626	$2.5M	1.67%
22	TJX COS INC NEW	872540109	19,765	$2.4M	1.64%
23	ISHARES TR	464287614	5,626	$2.4M	1.60%
24	BERKLEY W R CORP	WRB-PH	32,032	$2.4M	1.58%
25	CHEVRON CORP NEW	CVX	16,344	$2.3M	1.57%
26	CITIGROUP INC	C-PR	26,933	$2.3M	1.54%
27	BERKSHIRE HATHAWAY INC DEL	BRK-A	4,660	$2.3M	1.52%
28	DISNEY WALT CO	254687106	18,231	$2.3M	1.52%
29	GENERAL DYNAMICS CORP	GD	7,560	$2.2M	1.48%
30	CORNING INC	GLW	41,834	$2.2M	1.48%
31	EMERSON ELEC CO	EMR	15,883	$2.1M	1.42%
32	AMGEN INC	AMGN	7,502	$2.1M	1.40%
33	JOHNSON CTLS INTL PLC	G51502105	19,115	$2.0M	1.35%
34	ISHARES TR	464287598	10,117	$2.0M	1.32%
35	APPLIED MATLS INC	038222105	10,683	$2.0M	1.31%
36	PROCTER AND GAMBLE CO	742718109	12,174	$1.9M	1.30%
37	PEPSICO INC	PEP	13,907	$1.8M	1.23%
38	PNC FINL SVCS GROUP INC	693475105	9,798	$1.8M	1.23%
39	AT&T INC	T-PC	60,066	$1.7M	1.17%
40	JOHNSON & JOHNSON	JNJ	10,899	$1.7M	1.12%
41	FIRST TR EXCH TRADED FD III	33739P830	80,310	$1.6M	1.07%
42	MERCK & CO INC	MRK	19,647	$1.6M	1.04%
43	PACCAR INC	PCAR	15,797	$1.5M	1.01%
44	BRISTOL-MYERS SQUIBB CO	CELG-RI	31,027	$1.4M	0.96%
45	LINCOLN NATL CORP IND	534187109	41,110	$1.4M	0.95%
46	MADISON SQUARE GRDN SPRT COR	55825T103	6,565	$1.4M	0.92%
47	FIRST TR EXCHANGE-TRADED FD	33739Q200	25,770	$1.3M	0.85%
48	EOG RES INC	EOG	10,462	$1.3M	0.84%
49	MEDTRONIC PLC	MDT	14,073	$1.2M	0.82%
50	VERIZON COMMUNICATIONS INC	VZ	28,283	$1.2M	0.82%
51	BP PLC	BPPFF	39,066	$1.2M	0.78%
52	LOWES COS INC	548661107	5,265	$1.2M	0.78%
53	TARGET CORP	TGT	11,471	$1.1M	0.76%
54	COGNIZANT TECHNOLOGY SOLUTIO	CTSH	13,273	$1.0M	0.69%
55	LABCORP HOLDINGS INC	LH	3,931	$1.0M	0.69%
56	ELEVANCE HEALTH INC	ELV	2,568	$998,849	0.67%
57	CVS HEALTH CORP	CVS	12,578	$867,630	0.58%
58	SOUTHERN CO	SOMN	8,845	$812,236	0.54%
59	VANGUARD INDEX FDS	922908363	1,423	$808,307	0.54%
60	VANGUARD INDEX FDS	922908744	4,425	$782,075	0.52%
61	FIRST TR EXCHANGE-TRADED FD	33741X102	21,475	$757,638	0.51%
62	ISHARES TR	46432F842	8,530	$712,084	0.48%
63	ISHARES TR	464287507	10,230	$634,465	0.43%
64	BROADCOM INC	AVGO	2,186	$602,571	0.40%
65	HOME DEPOT INC	HD	1,590	$582,958	0.39%
66	COSTCO WHSL CORP NEW	22160K105	573	$567,236	0.38%
67	VISA INC	V	1,542	$547,487	0.37%
68	VANGUARD SCOTTSDALE FDS	92206C870	6,511	$539,892	0.36%
69	INTEL CORP	INTC	20,959	$469,482	0.31%
70	ISHARES TR	464287705	3,799	$469,480	0.31%
71	ALPHABET INC	GOOG	2,554	$453,054	0.30%
72	MCDONALDS CORP	MCD	1,368	$399,689	0.27%
73	ISHARES U S ETF TR	46431W838	7,300	$366,971	0.25%
74	INVESCO EXCH TRADED FD TR II	IVZ	16,354	$342,126	0.23%
75	ISHARES TR	464287879	3,324	$330,705	0.22%
76	ABBVIE INC	ABBV	1,698	$315,183	0.21%
77	SPROTT PHYSICAL SILVER TR	SII	25,750	$315,180	0.21%
78	ISHARES TR	464287804	2,828	$309,072	0.21%
79	FAIR ISAAC CORP	FICO	166	$303,441	0.20%
80	ISHARES TR	464287606	3,312	$301,326	0.20%
81	ROYAL GOLD INC	RGLD	1,685	$299,660	0.20%
82	NVIDIA CORPORATION	NVDA	1,826	$288,490	0.19%
83	ISHARES TR	464287473	1,970	$260,316	0.17%
84	PARAMOUNT GLOBAL	92556H206	19,810	$255,549	0.17%
85	THERMO FISHER SCIENTIFIC INC	TMO	627	$254,223	0.17%
86	PALO ALTO NETWORKS INC	PANW	1,219	$249,456	0.17%
87	ETF SER SOLUTIONS	26922A289	4,619	$243,698	0.16%
88	ADOBE INC	ADBE	626	$242,187	0.16%
89	TEXAS INSTRS INC	882508104	1,151	$238,971	0.16%
90	VANGUARD INDEX FDS	922908611	1,143	$222,896	0.15%
91	ISHARES TR	464287168	1,662	$220,730	0.15%
92	INVESCO EXCHANGE TRADED FD T	IVZ	5,205	$220,015	0.15%
93	PFIZER INC	PFE	8,651	$209,700	0.14%
94	SPDR SERIES TRUST	78464A409	1,815	$173,006	0.12%
95	VALKYRIE ETF TRUST II	91917A108	11,300	$148,708	0.10%
96	ISHARES TR	464287309	1,280	$140,928	0.09%
97	ISHARES TR	464287887	963	$128,118	0.09%
98	ISHARES TR	464287200	196	$121,696	0.08%
99	VANGUARD INDEX FDS	922908736	223	$97,763	0.07%
100	ISHARES TR	464287622	245	$83,195	0.06%
101	ISHARES TR	464287408	376	$73,478	0.05%
102	FIRST TR EXCHANGE-TRADED FD	33739Q408	1,175	$70,347	0.05%
103	ISHARES TR	46432F388	488	$55,246	0.04%
104	VANGUARD INDEX FDS	922908629	191	$53,448	0.04%
105	ISHARES TR	464287630	327	$51,588	0.03%
106	ISHARES TR	464287481	298	$41,327	0.03%
107	ISHARES TR	464287648	143	$40,878	0.03%
108	ISHARES TR	464287655	138	$29,779	0.02%
109	SPDR SERIES TRUST	78464A763	201	$27,282	0.02%
110	VANGUARD SCOTTSDALE FDS	92206C714	287	$24,455	0.02%
111	ISHARES TR	464287465	230	$20,560	0.01%
112	ISHARES TR	464287176	87	$9,573	0.01%
113	VANGUARD SCOTTSDALE FDS	92206C664	108	$9,420	0.01%
114	VANGUARD SCOTTSDALE FDS	92206C680	68	$7,426	0.00%
115	FIRST TR EXCHANGE TRADED FD	33738R845	201	$5,476	0.00%
116	ISHARES TR	464287234	73	$3,522	0.00%