Sponsored

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

Currently, Insight Inv LLC holds 104 types of securities in its portfolio with a total value $182.7M. In the most recent quarter, they have increased their positions in SCHD (+24.7K shares, valued at $758.1K), RDVY (+10.6K shares, valued at $722.9K), VCIT (+8.7K shares, valued at $716.6K); decreased their positions in FUMB (-21.8K shares, valued at $437.1K), GLW (-1.9K shares, valued at $258.3K), IWF (-550 shares, valued at $234.5K).

1M P&L

+598.1K+0.35%

3M P&L

+2.5M+1.47%

HY P&L

+15.2M+9.68%

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/A31.9M

20.2%

2Oil & Gas Integrated10.1M

6.4%

3Consumer Electronics8.1M

5.1%

Top Industries by Stock Count

1N/A39 stocks

42.4%

2Drug Manufacturers - General4 stocks

4.3%

3Semiconductors3 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC32.0K shares-0.28%2026-03-312026-04-28

RDVY FIRST TR EXCHANGE TRADED FD85.9K shares14.06%2026-03-312026-04-28

ALPHABET INC ALPHABET INC19.0K shares-0.27%2026-03-312026-04-28

GLW CORNING INC40.1K shares-4.52%2026-03-312026-04-28

AMAT APPLIED MATLS INC14.3K shares-1.49%2026-03-312026-04-28

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC45.7K shares0.44%2026-03-312026-04-28

MSFT MICROSOFT CORP11.5K shares15.90%2026-03-312026-04-28

WMT WALMART INC32.6K shares-0.01%2026-03-312026-04-28

Sponsored

XOM EXXON MOBIL CORP23.8K shares-0.17%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO13.7K shares0.48%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS15.2K shares0.53%2026-03-312026-04-28

AMZN AMAZON COM INC17.6K shares0.75%2026-03-312026-04-28

CVX CHEVRON CORPORATION17.3K shares1.41%2026-03-312026-04-28

GHC GRAHAM HLDGS CO3.4K shares4.70%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO11.8K shares-0.63%2026-03-312026-04-28

WSM WILLIAMS SONOMA INC19.3K shares-2.53%2026-03-312026-04-28

Sponsored

RTX RTX CORPORATION17.8K shares0.71%2026-03-312026-04-28

EOG EOG RES INC23.5K shares8.19%2026-03-312026-04-28

TJX TJX COS INC NEW20.6K shares0.69%2026-03-312026-04-28

CSCO CISCO SYS INC40.7K shares0.06%2026-03-312026-04-28

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9.1K shares1.62%2026-03-312026-04-28

VCSH VANGUARD SCOTTSDALE FDS39.3K shares28.40%2026-03-312026-04-28

MS MORGAN STANLEY18.9K shares-0.16%2026-03-312026-04-28

PEP PEPSICO INC19.9K shares3.03%2026-03-312026-04-28

Sponsored

MSGS MADISON SQUARE GRDN SPRT COR9.6K shares0.98%2026-03-312026-04-28

AMGN AMGEN INC8.8K shares0.38%2026-03-312026-04-28

CITIGROUP INC CITIGROUP INC27.0K shares-0.62%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON12.1K shares-0.39%2026-03-312026-04-28

ALL ALLSTATE CORP13.7K shares1.94%2026-03-312026-04-28

JCI JOHNSON CONTROLS INTERNATION20.4K shares0.99%2026-03-312026-04-28

PNC PNC FINL SVCS GROUP INC12.8K shares1.43%2026-03-312026-04-28

LMBS FIRST TR EXCHANGE-TRADED FD52.1K shares10.38%2026-03-312026-04-28

Sponsored

MERCK & CO INC MERCK & CO INC20.9K shares0.53%2026-03-312026-04-28

BP BP PLC52.9K shares2.47%2026-03-312026-04-28

ORCL ORACLE CORP16.8K shares2.44%2026-03-312026-04-28

WRB BERKLEY W R CORP37.1K shares7.08%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.0K shares3.72%2026-03-312026-04-28

EMR EMERSON ELEC CO18.2K shares4.35%2026-03-312026-04-28

QCOM QUALCOMM INC17.1K shares1.06%2026-03-312026-04-28

FUMB FIRST TR EXCH TRADED FD III108.9K shares-16.67%2026-03-312026-04-28

Sponsored

PG PROCTER & GAMBLE CO14.8K shares5.51%2026-03-312026-04-28

QUAL ISHARES TR10.5K shares51.49%2026-03-312026-04-28

PCAR PACCAR INC17.2K shares0.29%2026-03-312026-04-28

IWF ISHARES TR4.6K shares-10.58%2026-03-312026-04-28

IWD ISHARES TR9.0K shares-8.15%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS2.9K shares2.65%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR56.9K shares76.67%2026-03-312026-04-28

T AT&T INC60.0K shares0.83%2026-03-312026-04-28

Sponsored

VCIT VANGUARD SCOTTSDALE FDS21.0K shares70.06%2026-03-312026-04-28

FSMB FIRST TR EXCH TRADED FD III86.8K shares-1.62%2026-03-312026-04-28

LNC LINCOLN NATL CORP IND48.6K shares0.94%2026-03-312026-04-28

USMV ISHARES TR17.5K shares30.44%2026-03-312026-04-28

LOW LOWES COS INC6.6K shares3.53%2026-03-312026-04-28

DIS DISNEY WALT CO14.2K shares-2.45%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC20.8K shares-0.19%2026-03-312026-04-28

LH LABCORP HOLDINGS INC3.9K shares-0.26%2026-03-312026-04-28

Sponsored

INTC INTEL CORP22.0K shares-2.33%2026-03-312026-04-28

BMY BRISTOL-MYERS SQUIBB CO15.3K shares-3.48%2026-03-312026-04-28

BROADCOM INC BROADCOM INC2.8K shares0.83%2026-03-312026-04-28

SO SOUTHERN CO8.9K shares0.85%2026-03-312026-04-28

TPL TEXAS PACIFIC LAND CORPORATI1.7K shares-10.58%2026-03-312026-04-28

VTV VANGUARD INDEX FDS3.7K shares-8.44%2026-03-312026-04-28

CVS CVS HEALTH CORP8.9K shares-22.29%2026-03-312026-04-28

PSLV SPROTT ASSET MANAGEMENT LP25.8K shares0.00%2026-03-312026-04-28

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY2.1K shares-11.71%2026-03-312026-04-28

IJH ISHARES TR8.5K shares-3.01%2026-03-312026-04-28

ALPHABET INC ALPHABET INC1.9K shares-23.81%2026-03-312026-04-28

SDVY FIRST TR EXCHANGE TRADED FD13.6K shares-0.91%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION533 shares-1.66%2026-03-312026-04-28

V VISA INC1.5K shares0.81%2026-03-312026-04-28

HD HOME DEPOT INC1.3K shares-25.71%2026-03-312026-04-28

RGLD ROYAL GOLD INC1.5K shares-0.39%2026-03-312026-04-28

Sponsored

IJJ ISHARES TR2.7K shares-13.53%2026-03-312026-04-28

MEDTRONIC PLC MEDTRONIC PLC4.1K shares-34.98%2026-03-312026-04-28

MCD MCDONALDS CORP993 shares-19.07%2026-03-312026-04-28

TMO THERMO FISHER SCIENTIFIC INC600 shares-0.17%2026-03-312026-04-28

ABBV ABBVIE INC1.3K shares0.38%2026-03-312026-04-28

SIXG ETF SER SOLUTIONS4.2K shares-8.76%2026-03-312026-04-28

BK BANK NEW YORK MELLON CORP2.3K shares-9.49%2026-03-312026-04-28

IWS ISHARES TR1.8K shares-6.06%2026-03-312026-04-28

Sponsored

IJK ISHARES TR2.5K shares-16.76%2026-03-312026-04-28

NVDA NVIDIA CORPORATION1.4K shares2.50%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2026-03-312026-04-28

IEFA ISHARES TR2.6K shares-45.97%2026-03-312026-04-28

IJR ISHARES TR1.8K shares-35.79%2026-03-312026-04-28

VBR VANGUARD INDEX FDS986 shares-27.12%2026-03-312026-04-28

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP20.4K shares-1.92%2026-03-312026-04-28

IJS ISHARES TR1.5K shares-2.29%2026-03-312026-04-28

Sponsored

IVV ISHARES TR234 shares-1.27%2026-03-312026-04-28

IVW ISHARES TR1.1K shares0.00%2026-03-312026-04-28

DVY ISHARES TR812 shares-51.14%2026-03-312026-04-28

IJT ISHARES TR692 shares-4.16%2026-03-312026-04-28

VUG VANGUARD INDEX FDS223 shares0.00%2026-03-312026-04-28

IVE ISHARES TR376 shares0.00%2026-03-312026-04-28

VO VANGUARD INDEX FDS194 shares1.57%2026-03-312026-04-28

FTSM FIRST TR EXCHANGE-TRADED FD700 shares0.00%2026-03-312026-04-28

Sponsored

IWN ISHARES TR200 shares0.00%2026-03-312026-04-28

VONV VANGUARD SCOTTSDALE FDS287 shares0.00%2026-03-312026-04-28

IWO ISHARES TR82 shares0.00%2026-03-312026-04-28

IWP ISHARES TR76 shares-74.50%2026-03-312026-04-28

FTXN FIRST TR EXCHANGE TRADED FD201 shares0.00%2026-03-312026-04-28

IWM ISHARES TR19 shares-82.41%2026-03-312026-04-28

IYZ ISHARES TR27 shares58.82%2026-03-312026-04-28

SCHA SCHWAB STRATEGIC TR36 shares0.00%2026-03-312026-04-28

Sponsored

AAPL

APPLE INC

-0.28%

Shares32.0K

Event2026-03-31

Filed2026-04-28

RDVY

FIRST TR EXCHANGE TRADED FD

14.06%

Shares85.9K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-0.27%

Shares19.0K

Event2026-03-31

Filed2026-04-28

GLW

CORNING INC

-4.52%

Shares40.1K

Event2026-03-31

Filed2026-04-28

AMAT

APPLIED MATLS INC

-1.49%

Shares14.3K

Event2026-03-31

Filed2026-04-28

MARVELL TECHNOLOGY INC

0.44%

Shares45.7K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

15.90%

Shares11.5K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

-0.01%

Shares32.6K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

-0.17%

Shares23.8K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

0.48%

Shares13.7K

Event2026-03-31

Filed2026-04-28

IBM

INTERNATIONAL BUSINESS MACHS

0.53%

Shares15.2K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

0.75%

Shares17.6K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

1.41%

Shares17.3K

Event2026-03-31

Filed2026-04-28

GHC

GRAHAM HLDGS CO

4.70%

Shares3.4K

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO

-0.63%

Shares11.8K

Event2026-03-31

Filed2026-04-28

WSM

WILLIAMS SONOMA INC

-2.53%

Shares19.3K

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION

0.71%

Shares17.8K

Event2026-03-31

Filed2026-04-28

EOG

EOG RES INC

8.19%

Shares23.5K

Event2026-03-31

Filed2026-04-28

TJX

TJX COS INC NEW

0.69%

Shares20.6K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC

0.06%

Shares40.7K

Event2026-03-31

Filed2026-04-28

GENERAL DYNAMICS CORP

1.62%

Shares9.1K

Event2026-03-31

Filed2026-04-28

VCSH

VANGUARD SCOTTSDALE FDS

28.40%

Shares39.3K

Event2026-03-31

Filed2026-04-28

MORGAN STANLEY

-0.16%

Shares18.9K

Event2026-03-31

Filed2026-04-28

PEP

PEPSICO INC

3.03%

Shares19.9K

Event2026-03-31

Filed2026-04-28

MSGS

MADISON SQUARE GRDN SPRT COR

0.98%

Shares9.6K

Event2026-03-31

Filed2026-04-28

AMGN

AMGEN INC

0.38%

Shares8.8K

Event2026-03-31

Filed2026-04-28

CITIGROUP INC

-0.62%

Shares27.0K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

-0.39%

Shares12.1K

Event2026-03-31

Filed2026-04-28

ALL

ALLSTATE CORP

1.94%

Shares13.7K

Event2026-03-31

Filed2026-04-28

JCI

JOHNSON CONTROLS INTERNATION

0.99%

Shares20.4K

Event2026-03-31

Filed2026-04-28

PNC

PNC FINL SVCS GROUP INC

1.43%

Shares12.8K

Event2026-03-31

Filed2026-04-28

LMBS

FIRST TR EXCHANGE-TRADED FD

10.38%

Shares52.1K

Event2026-03-31

Filed2026-04-28

MERCK & CO INC

0.53%

Shares20.9K

Event2026-03-31

Filed2026-04-28

BP PLC

2.47%

Shares52.9K

Event2026-03-31

Filed2026-04-28

ORCL

ORACLE CORP

2.44%

Shares16.8K

Event2026-03-31

Filed2026-04-28

WRB

BERKLEY W R CORP

7.08%

Shares37.1K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

3.72%

Shares5.0K

Event2026-03-31

Filed2026-04-28

EMR

EMERSON ELEC CO

4.35%

Shares18.2K

Event2026-03-31

Filed2026-04-28

QCOM

QUALCOMM INC

1.06%

Shares17.1K

Event2026-03-31

Filed2026-04-28

FUMB

FIRST TR EXCH TRADED FD III

-16.67%

Shares108.9K

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO

5.51%

Shares14.8K

Event2026-03-31

Filed2026-04-28

QUAL

ISHARES TR

51.49%

Shares10.5K

Event2026-03-31

Filed2026-04-28

PCAR

PACCAR INC

0.29%

Shares17.2K

Event2026-03-31

Filed2026-04-28

IWF

ISHARES TR

-10.58%

Shares4.6K

Event2026-03-31

Filed2026-04-28

IWD

ISHARES TR

-8.15%

Shares9.0K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

2.65%

Shares2.9K

Event2026-03-31

Filed2026-04-28

SCHD

SCHWAB STRATEGIC TR

76.67%

Shares56.9K

Event2026-03-31

Filed2026-04-28

AT&T INC

0.83%

Shares60.0K

Event2026-03-31

Filed2026-04-28

VCIT

VANGUARD SCOTTSDALE FDS

70.06%

Shares21.0K

Event2026-03-31

Filed2026-04-28

FSMB

FIRST TR EXCH TRADED FD III

-1.62%

Shares86.8K

Event2026-03-31

Filed2026-04-28

LNC

LINCOLN NATL CORP IND

0.94%

Shares48.6K

Event2026-03-31

Filed2026-04-28

USMV

ISHARES TR

30.44%

Shares17.5K

Event2026-03-31

Filed2026-04-28

LOW

LOWES COS INC

3.53%

Shares6.6K

Event2026-03-31

Filed2026-04-28

DIS

DISNEY WALT CO

-2.45%

Shares14.2K

Event2026-03-31

Filed2026-04-28

VERIZON COMMUNICATIONS INC

-0.19%

Shares20.8K

Event2026-03-31

Filed2026-04-28

LABCORP HOLDINGS INC

-0.26%

Shares3.9K

Event2026-03-31

Filed2026-04-28

INTC

INTEL CORP

-2.33%

Shares22.0K

Event2026-03-31

Filed2026-04-28

BMY

BRISTOL-MYERS SQUIBB CO

-3.48%

Shares15.3K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

0.83%

Shares2.8K

Event2026-03-31

Filed2026-04-28

SOUTHERN CO

0.85%

Shares8.9K

Event2026-03-31

Filed2026-04-28

TPL

TEXAS PACIFIC LAND CORPORATI

-10.58%

Shares1.7K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

-8.44%

Shares3.7K

Event2026-03-31

Filed2026-04-28

CVS

CVS HEALTH CORP

-22.29%

Shares8.9K

Event2026-03-31

Filed2026-04-28

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares25.8K

Event2026-03-31

Filed2026-04-28

ELV

ELEVANCE HEALTH INC FORMERLY

-11.71%

Shares2.1K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

-3.01%

Shares8.5K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-23.81%

Shares1.9K

Event2026-03-31

Filed2026-04-28

SDVY

FIRST TR EXCHANGE TRADED FD

-0.91%

Shares13.6K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

-1.66%

Shares533

Event2026-03-31

Filed2026-04-28

VISA INC

0.81%

Shares1.5K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

-25.71%

Shares1.3K

Event2026-03-31

Filed2026-04-28

RGLD

ROYAL GOLD INC

-0.39%

Shares1.5K

Event2026-03-31

Filed2026-04-28

IJJ

ISHARES TR

-13.53%

Shares2.7K

Event2026-03-31

Filed2026-04-28

MEDTRONIC PLC

-34.98%

Shares4.1K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP

-19.07%

Shares993

Event2026-03-31

Filed2026-04-28

TMO

THERMO FISHER SCIENTIFIC INC

-0.17%

Shares600

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC

0.38%

Shares1.3K

Event2026-03-31

Filed2026-04-28

SIXG

ETF SER SOLUTIONS

-8.76%

Shares4.2K

Event2026-03-31

Filed2026-04-28

BANK NEW YORK MELLON CORP

-9.49%

Shares2.3K

Event2026-03-31

Filed2026-04-28

IWS

ISHARES TR

-6.06%

Shares1.8K

Event2026-03-31

Filed2026-04-28

IJK

ISHARES TR

-16.76%

Shares2.5K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

2.50%

Shares1.4K

Event2026-03-31

Filed2026-04-28

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

-45.97%

Shares2.6K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

-35.79%

Shares1.8K

Event2026-03-31

Filed2026-04-28

VBR

VANGUARD INDEX FDS

-27.12%

Shares986

Event2026-03-31

Filed2026-04-28

PARAMOUNT SKYDANCE CORP

-1.92%

Shares20.4K

Event2026-03-31

Filed2026-04-28

IJS

ISHARES TR

-2.29%

Shares1.5K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

-1.27%

Shares234

Event2026-03-31

Filed2026-04-28

IVW

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28

DVY

ISHARES TR

-51.14%

Shares812

Event2026-03-31

Filed2026-04-28

IJT

ISHARES TR

-4.16%

Shares692

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

0.00%

Shares223

Event2026-03-31

Filed2026-04-28

IVE

ISHARES TR

0.00%

Shares376

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

1.57%

Shares194

Event2026-03-31

Filed2026-04-28

FTSM

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares700

Event2026-03-31

Filed2026-04-28

IWN

ISHARES TR

0.00%

Shares200

Event2026-03-31

Filed2026-04-28

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares287

Event2026-03-31

Filed2026-04-28

IWO

ISHARES TR

0.00%

Shares82

Event2026-03-31

Filed2026-04-28

IWP

ISHARES TR

-74.50%

Shares76

Event2026-03-31

Filed2026-04-28

FTXN

FIRST TR EXCHANGE TRADED FD

0.00%

Shares201

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

-82.41%

Shares19

Event2026-03-31

Filed2026-04-28

IYZ

ISHARES TR

58.82%

Shares27

Event2026-03-31

Filed2026-04-28

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares36

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available