Sponsored

The Analysis of Insight Inv LLC's Holdings & P&L

Currently, Insight Inv LLC holds 109 types of securities in its portfolio with a total value $212.1M. In the most recent quarter, they have increased their positions in IWF (+13.1K shares, valued at $1.6M), LMBS (+10.8K shares, valued at $536.0K), PANW (+1.1K shares, valued at $384.7K); decreased their positions in N/A (-2.5K shares, valued at $698.3K), MRVL (-1.5K shares, valued at $446.8K), GLW (-1.6K shares, valued at $407.9K); initiated new positions in PANW (+1.1K shares, valued at $384.7K), URI (+228 shares, valued at $258.3K), CMI (+350 shares, valued at $249.6K).

1M P&L

+1.7M+0.96%

3M P&L

+6.1M+3.56%

HY P&L

+7.5M+4.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A37.1M

20.6%

2Semiconductors19.4M

10.8%

3Electronic Components9.8M

5.5%

Top Industries by Stock Count

1N/A42 stocks

44.2%

2Drug Manufacturers - General4 stocks

4.2%

3Semiconductors4 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MRVL MARVELL TECHNOLOGY INC44.2K shares-3.28%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC13.9K shares-2.84%2026-06-302026-07-24

GLW CORNING INC38.5K shares-3.98%2026-06-302026-07-24

AAPL APPLE INC31.4K shares-1.75%2026-06-302026-07-24

RDVY FIRST TR EXCHANGE TRADED FD87.6K shares2.01%2026-06-302026-07-24

GOOGL ALPHABET INC18.4K shares-3.18%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC39.7K shares-2.46%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO13.6K shares-0.29%2026-06-302026-07-24

Sponsored

WSM WILLIAMS SONOMA INC18.7K shares-3.39%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS15.2K shares0.36%2026-06-302026-07-24

AMZN AMAZON COM INC17.7K shares0.45%2026-06-302026-07-24

MSFT MICROSOFT CORP11.3K shares-1.46%2026-06-302026-07-24

MS MORGAN STANLEY19.2K shares1.35%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO11.8K shares-0.21%2026-06-302026-07-24

GHC GRAHAM HLDGS CO3.4K shares1.57%2026-06-302026-07-24

MSGS MADISON SQUARE GRDN SPRT COR9.5K shares-1.56%2026-06-302026-07-24

Sponsored

C CITIGROUP INC26.9K shares-0.20%2026-06-302026-07-24

WMT WALMART INC32.2K shares-1.24%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION17.8K shares0.16%2026-06-302026-07-24

ALL ALLSTATE CORP13.6K shares-0.20%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP9.1K shares-0.49%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS40.4K shares2.73%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC12.9K shares0.83%2026-06-302026-07-24

AMGN AMGEN INC8.7K shares-0.48%2026-06-302026-07-24

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD62.9K shares20.65%2026-06-302026-07-24

EOG EOG RES INC24.1K shares2.36%2026-06-302026-07-24

QCOM QUALCOMM INC16.8K shares-1.29%2026-06-302026-07-24

TJX TJX COS INC NEW20.5K shares-0.64%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON12.1K shares-0.45%2026-06-302026-07-24

WRB BERKLEY W R CORP40.7K shares9.68%2026-06-302026-07-24

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION19.6K shares-3.83%2026-06-302026-07-24

CVX CHEVRON CORPORATION17.3K shares-0.12%2026-06-302026-07-24

Sponsored

INTC INTEL CORP20.5K shares-6.92%2026-06-302026-07-24

PEP PEPSICO INC20.3K shares2.21%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL5.5K shares8.67%2026-06-302026-07-24

MRK MERCK & CO INC20.4K shares-2.28%2026-06-302026-07-24

EMR EMERSON ELEC CO18.3K shares0.23%2026-06-302026-07-24

ORACLE CORP ORACLE CORP17.1K shares1.54%2026-06-302026-07-24

QUAL ISHARES TR11.4K shares8.34%2026-06-302026-07-24

PG PROCTER & GAMBLE CO16.5K shares11.79%2026-06-302026-07-24

Sponsored

IWF ISHARES TR17.8K shares282.66%2026-06-302026-07-24

FUMB FIRST TR EXCH TRADED FD III108.5K shares-0.41%2026-06-302026-07-24

IWD ISHARES TR9.0K shares0.00%2026-06-302026-07-24

PCAR PACCAR INC17.0K shares-1.45%2026-06-302026-07-24

VOO VANGUARD INDEX FDS2.9K shares-2.78%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR61.1K shares7.33%2026-06-302026-07-24

BP BP PLC52.1K shares-1.51%2026-06-302026-07-24

FSMB FIRST TR EXCH TRADED FD III91.5K shares5.39%2026-06-302026-07-24

Sponsored

VCIT VANGUARD SCOTTSDALE FDS20.6K shares-1.86%2026-06-302026-07-24

LNC LINCOLN NATL CORP IND47.7K shares-1.75%2026-06-302026-07-24

USMV ISHARES TR15.6K shares-10.94%2026-06-302026-07-24

LOW LOWES COS INC6.5K shares-0.86%2026-06-302026-07-24

DIS DISNEY WALT CO13.9K shares-2.32%2026-06-302026-07-24

T AT&T INC58.1K shares-3.29%2026-06-302026-07-24

BROADCOM INC BROADCOM INC2.7K shares-2.50%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC20.2K shares-3.28%2026-06-302026-07-24

Sponsored

BMY BRISTOL-MYERS SQUIBB CO14.7K shares-3.70%2026-06-302026-07-24

CVS CVS HEALTH CORP8.1K shares-9.10%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO8.7K shares-2.41%2026-06-302026-07-24

TPL TEXAS PACIFIC LAND CORPORATI1.7K shares0.00%2026-06-302026-07-24

VTV VANGUARD INDEX FDS3.3K shares-10.33%2026-06-302026-07-24

IJH ISHARES TR8.4K shares-1.41%2026-06-302026-07-24

ELV ELEVANCE HEALTH INC FORMERLY1.6K shares-23.93%2026-06-302026-07-24

GOOG ALPHABET INC1.7K shares-7.28%2026-06-302026-07-24

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD13.6K shares0.00%2026-06-302026-07-24

VISA INC VISA INC1.5K shares0.00%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION533 shares0.00%2026-06-302026-07-24

PSLV SPROTT ASSET MANAGEMENT LP25.8K shares0.00%2026-06-302026-07-24

HD HOME DEPOT INC1.3K shares-0.70%2026-06-302026-07-24

SIXG ETF SER SOLUTIONS4.2K shares0.00%2026-06-302026-07-24

LABCORP HOLDINGS INC LABCORP HOLDINGS INC1.4K shares-63.88%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC1.1K sharesnew addition2026-06-302026-07-24

Sponsored

IJJ ISHARES TR2.3K shares-13.70%2026-06-302026-07-24

ABBVIE INC ABBVIE INC1.3K shares0.53%2026-06-302026-07-24

BK BANK OF NY MELLON CORP2.2K shares-2.48%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC600 shares0.00%2026-06-302026-07-24

IJK ISHARES TR2.5K shares0.00%2026-06-302026-07-24

NVDA NVIDIA CORPORATION1.4K shares0.63%2026-06-302026-07-24

IWS ISHARES TR1.8K shares0.00%2026-06-302026-07-24

PRF INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2026-06-302026-07-24

Sponsored

RGLD ROYAL GOLD INC1.4K shares-7.59%2026-06-302026-07-24

MCD MCDONALDS CORP982 shares-1.11%2026-06-302026-07-24

URI UNITED RENTALS INC228 sharesnew addition2026-06-302026-07-24

IJR ISHARES TR1.7K shares-5.51%2026-06-302026-07-24

CMI CUMMINS INC350 sharesnew addition2026-06-302026-07-24

ASML ASML HLDG NV118 sharesnew addition2026-06-302026-07-24

SPYG SPDR SERIES TRUST1.7K sharesnew addition2026-06-302026-07-24

PSKY PARAMOUNT SKYDANCE CORP19.7K shares-3.60%2026-06-302026-07-24

Sponsored

ISHARES TR ISHARES TR1.9K shares-27.10%2026-06-302026-07-24

ISHARES TR ISHARES TR234 shares0.00%2026-06-302026-07-24

IJS ISHARES TR1.2K shares-19.45%2026-06-302026-07-24

IVW ISHARES TR1.1K shares0.00%2026-06-302026-07-24

VBR VANGUARD INDEX FDS585 shares-40.67%2026-06-302026-07-24

DVY ISHARES TR812 shares0.00%2026-06-302026-07-24

IJT ISHARES TR692 shares0.00%2026-06-302026-07-24

VUG VANGUARD INDEX FDS1.3K shares500.00%2026-06-302026-07-24

Sponsored

IVE ISHARES TR376 shares0.00%2026-06-302026-07-24

VO VANGUARD INDEX FDS776 shares300.00%2026-06-302026-07-24

IWN ISHARES TR200 shares0.00%2026-06-302026-07-24

FTSM FIRST TR EXCHANGE-TRADED FD700 shares0.00%2026-06-302026-07-24

IWO ISHARES TR82 shares0.00%2026-06-302026-07-24

VONV VANGUARD SCOTTSDALE FDS287 shares0.00%2026-06-302026-07-24

SDY SPDR SERIES TRUST126 sharesnew addition2026-06-302026-07-24

IWP ISHARES TR76 shares0.00%2026-06-302026-07-24

Sponsored

FTXN FIRST TR EXCHANGE TRADED FD201 shares0.00%2026-06-302026-07-24

IWM ISHARES TR19 shares0.00%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR36 shares0.00%2026-06-302026-07-24

IYZ ISHARES TR29 shares7.41%2026-06-302026-07-24

SCHH SCHWAB STRATEGIC TR28 sharesnew addition2026-06-302026-07-24

MRVL

MARVELL TECHNOLOGY INC

-3.28%

Shares44.2K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

-2.84%

Shares13.9K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

-3.98%

Shares38.5K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-1.75%

Shares31.4K

Event2026-06-30

Filed2026-07-24

RDVY

FIRST TR EXCHANGE TRADED FD

2.01%

Shares87.6K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-3.18%

Shares18.4K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-2.46%

Shares39.7K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-0.29%

Shares13.6K

Event2026-06-30

Filed2026-07-24

WSM

WILLIAMS SONOMA INC

-3.39%

Shares18.7K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

0.36%

Shares15.2K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

0.45%

Shares17.7K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-1.46%

Shares11.3K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

1.35%

Shares19.2K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

-0.21%

Shares11.8K

Event2026-06-30

Filed2026-07-24

GHC

GRAHAM HLDGS CO

1.57%

Shares3.4K

Event2026-06-30

Filed2026-07-24

MSGS

MADISON SQUARE GRDN SPRT COR

-1.56%

Shares9.5K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

-0.20%

Shares26.9K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-1.24%

Shares32.2K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

0.16%

Shares17.8K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

-0.20%

Shares13.6K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

-0.49%

Shares9.1K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

2.73%

Shares40.4K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

0.83%

Shares12.9K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-0.48%

Shares8.7K

Event2026-06-30

Filed2026-07-24

LMBS

FIRST TR EXCHANGE-TRADED FD

20.65%

Shares62.9K

Event2026-06-30

Filed2026-07-24

EOG

EOG RES INC

2.36%

Shares24.1K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-1.29%

Shares16.8K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

-0.64%

Shares20.5K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-0.45%

Shares12.1K

Event2026-06-30

Filed2026-07-24

WRB

BERKLEY W R CORP

9.68%

Shares40.7K

Event2026-06-30

Filed2026-07-24

JOHNSON CONTROLS INTERNATION

-3.83%

Shares19.6K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-0.12%

Shares17.3K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

-6.92%

Shares20.5K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

2.21%

Shares20.3K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

8.67%

Shares5.5K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-2.28%

Shares20.4K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

0.23%

Shares18.3K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

1.54%

Shares17.1K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

8.34%

Shares11.4K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

11.79%

Shares16.5K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

282.66%

Shares17.8K

Event2026-06-30

Filed2026-07-24

FUMB

FIRST TR EXCH TRADED FD III

-0.41%

Shares108.5K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-24

PCAR

PACCAR INC

-1.45%

Shares17.0K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-2.78%

Shares2.9K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

7.33%

Shares61.1K

Event2026-06-30

Filed2026-07-24

BP PLC

-1.51%

Shares52.1K

Event2026-06-30

Filed2026-07-24

FSMB

FIRST TR EXCH TRADED FD III

5.39%

Shares91.5K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

-1.86%

Shares20.6K

Event2026-06-30

Filed2026-07-24

LNC

LINCOLN NATL CORP IND

-1.75%

Shares47.7K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

-10.94%

Shares15.6K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

-0.86%

Shares6.5K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-2.32%

Shares13.9K

Event2026-06-30

Filed2026-07-24

AT&T INC

-3.29%

Shares58.1K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-2.50%

Shares2.7K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

-3.28%

Shares20.2K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

-3.70%

Shares14.7K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

-9.10%

Shares8.1K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

-2.41%

Shares8.7K

Event2026-06-30

Filed2026-07-24

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

-10.33%

Shares3.3K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

-1.41%

Shares8.4K

Event2026-06-30

Filed2026-07-24

ELV

ELEVANCE HEALTH INC FORMERLY

-23.93%

Shares1.6K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-7.28%

Shares1.7K

Event2026-06-30

Filed2026-07-24

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-24

VISA INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

0.00%

Shares533

Event2026-06-30

Filed2026-07-24

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares25.8K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-0.70%

Shares1.3K

Event2026-06-30

Filed2026-07-24

SIXG

ETF SER SOLUTIONS

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

LABCORP HOLDINGS INC

-63.88%

Shares1.4K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

IJJ

ISHARES TR

-13.70%

Shares2.3K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

0.53%

Shares1.3K

Event2026-06-30

Filed2026-07-24

BANK OF NY MELLON CORP

-2.48%

Shares2.2K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

0.63%

Shares1.4K

Event2026-06-30

Filed2026-07-24

IWS

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

RGLD

ROYAL GOLD INC

-7.59%

Shares1.4K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-1.11%

Shares982

Event2026-06-30

Filed2026-07-24

URI

UNITED RENTALS INC

New

Shares228

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-5.51%

Shares1.7K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

New

Shares350

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

New

Shares118

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

PSKY

PARAMOUNT SKYDANCE CORP

-3.60%

Shares19.7K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-27.10%

Shares1.9K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares234

Event2026-06-30

Filed2026-07-24

IJS

ISHARES TR

-19.45%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

-40.67%

Shares585

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

0.00%

Shares812

Event2026-06-30

Filed2026-07-24

IJT

ISHARES TR

0.00%

Shares692

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

500.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

0.00%

Shares376

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

300.00%

Shares776

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

FTSM

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares700

Event2026-06-30

Filed2026-07-24

IWO

ISHARES TR

0.00%

Shares82

Event2026-06-30

Filed2026-07-24

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares287

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

New

Shares126

Event2026-06-30

Filed2026-07-24

IWP

ISHARES TR

0.00%

Shares76

Event2026-06-30

Filed2026-07-24

FTXN

FIRST TR EXCHANGE TRADED FD

0.00%

Shares201

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

0.00%

Shares19

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares36

Event2026-06-30

Filed2026-07-24

IYZ

ISHARES TR

7.41%

Shares29

Event2026-06-30

Filed2026-07-24

SCHH

SCHWAB STRATEGIC TR

New

Shares28

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available