Insight-Inv

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MSGS",
  "ABBV",
  "ADBE",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  "AVGO",
  "LOW",
  "WRB",
  "LNC",
  "EOG",
  "GD",
  "HD",
  null,
  null,
  null,
  "MCD",
  null,
  "UNP",
  "QCOM",
  "AMAT",
  "EMR",
  "IVW",
  "IJH",
  null,
  "IWS",
  "PWR",
  "MRVL",
  "MDT",
  "MSFT",
  "MS",
  "FICO",
  null,
  "PCAR",
  "IJR",
  "IWD",
  "ORCL",
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PEP",
  "PNC",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "INTC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "PARA",
  "IEFA",
  "RTX",
  "BP",
  "AMT",
  "IBM",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "UPS",
  "VO",
  "MET",
  "PRF",
  "VCIT",
  "IWO",
  "IWN",
  "GHC",
  "RGLD",
  "AON",
  "IWP",
  "IWR",
  null,
  "AEP",
  "AMZN",
  "IVE",
  null,
  "ABEV",
  "VUG",
  null,
  "VTWO",
  "VBR",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WSM",
  "DVY",
  "JCI",
  "LH",
  "SO",
  "ZBH",
  null,
  null,
  null,
  null,
  "LULU",
  "BAC",
  "BRK-B",
  "BMY",
  "CVX",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CTSH",
  "COST",
  "GLW",
  "CVS",
  "IJT",
  "IJJ",
  "EFA",
  "IWB",
  "NEE",
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 133
Total Value: 145379866
Accession Number: 0001398344-25-007728
Form Type: 13F-HR
CIK: insight-inv
Manager Name: Insight-Inv

Data Enrichment

87% identified

116 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

133 positions • $145.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMGEN INC

AMGN|031162100

Shares:12.6K

Value:$2.4M

% of Portfolio:1.7% ($2.4M/$145.4M)

ORACLE CORP

ORCL|68389X105

Shares:16.9K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$145.4M)

BERKLEY W R CORP

WRB|084423102

Shares:32.0K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$145.4M)

33740J104

Shares:112.4K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$145.4M)

Marvell Technology, Inc.

MRVL|573874104

Shares:36.5K

Value:$2.2M

% of Portfolio:1.5% ($2.2M/$145.4M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:7.9K

Value:$2.1M

% of Portfolio:1.5% ($2.1M/$145.4M)

MORGAN STANLEY

MS|617446448

Shares:18.4K

Value:$2.1M

% of Portfolio:1.5% ($2.1M/$145.4M)

PEPSICO INC

PEP|713448108

Shares:14.1K

Value:$2.1M

% of Portfolio:1.5% ($2.1M/$145.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:18.4K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$145.4M)

464287614

IWF|464287614

Shares:5.6K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$145.4M)

CORNING INC /NY

GLW|219350105

Shares:42.9K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$145.4M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:31.8K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$145.4M)

CITIGROUP INC

C|172967424

Shares:27.3K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$145.4M)

464287598

IWD|464287598

Shares:10.1K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$145.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:27.5K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$145.4M)

33739P830

Shares:92.6K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$145.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:34.8K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$145.4M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:16.6K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$145.4M)

Walt Disney Co

DIS|254687106

Shares:18.3K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$145.4M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:10.1K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$145.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMGEN INC(AMGNcusip031162100)	12.6K	QoQ +67.64% (+5.1K) YoY +74.95% (+5.4K)	All Managers (Combined)	$2.4M	1.7% ($2.4M/$145.4M)	QoQ +22.82% (+$448.6K) YoY +17.50% (+$359.6K)
ORACLE CORP(ORCLcusip68389X105)	16.9K	QoQ -1.49% (-256) YoY -6.46% (-1.2K)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$145.4M)	QoQ -17.35% (-$495.3K) YoY +4.10% (-$93.1K)
BERKLEY W R CORP(WRBcusip084423102)	32.0K	QoQ +0.94% (+300) YoY +63.53% (+12.4K)	All Managers (Combined)	$2.3M	1.6% ($2.3M/$145.4M)	QoQ +22.75% (+$421.6K) YoY +31.57% (+$545.9K)
(cusip33740J104)✕	112.4K	QoQ +297.68% (+84.2K) YoY +460.82% (+92.4K)	All Managers (Combined)	$2.3M	1.6% ($2.3M/$145.4M)	QoQ +297.78% (+$1.7M) YoY +462.50% (+$1.9M)
Marvell Technology, Inc.(MRVLcusip573874104)	36.5K	QoQ +0.26% (-95) YoY -3.59% (-1.4K)	All Managers (Combined)	$2.2M	1.5% ($2.2M/$145.4M)	QoQ -44.10% (-$1.8M) YoY -16.25% (-$436.3K)
GENERAL DYNAMICS CORP(GDcusip369550108)	7.9K	QoQ +3.68% (+280) YoY +2.19% (-169)	All Managers (Combined)	$2.1M	1.5% ($2.1M/$145.4M)	QoQ +7.26% (+$145.4K) YoY -1.39% (-$30.3K)
MORGAN STANLEY(MScusip617446448)	18.4K	QoQ +0.48% (-88) YoY +6.99% (+1.2K)	All Managers (Combined)	$2.1M	1.5% ($2.1M/$145.4M)	QoQ -6.75% (-$155.3K) YoY +32.56% (+$526.8K)
PEPSICO INC(PEPcusip713448108)	14.1K	QoQ +9.18% (+1.2K) YoY +10.64% (-1.4K)	All Managers (Combined)	$2.1M	1.5% ($2.1M/$145.4M)	QoQ +6.78% (+$134.1K) YoY -5.83% (-$130.8K)
PROCTER & GAMBLE Co(PGcusip742718109)	18.4K	QoQ +55.11% (+6.5K) YoY +103.96% (+9.4K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$145.4M)	QoQ +4.66% (+$92.7K) YoY +42.21% (+$616.8K)
(IWFcusip464287614)	5.6K	QoQ -0.24% (-14) YoY +1709.00% (+5.3K)	All Managers (Combined)	$2.0M	1.4% ($2.0M/$145.4M)	QoQ -10.30% (-$233.4K) YoY +1835.61% (+$1.9M)
CORNING INC /NY(GLWcusip219350105)	42.9K	QoQ +0.96% (-411) YoY -3.95% (-1.8K)	All Managers (Combined)	$2.0M	1.3% ($2.0M/$145.4M)	QoQ -2.72% (-$55.0K) YoY +33.39% (-$491.2K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	31.8K	QoQ +3.03% (+938) YoY +28.36% (+7.0K)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$145.4M)	QoQ +11.11% (+$193.9K) YoY +44.36% (+$596.0K)
CITIGROUP INC(Ccusip172967424)	27.3K	QoQ +0.53% (+146) YoY +2.18% (+583)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$145.4M)	QoQ +1.39% (+$26.6K) YoY +14.70% (+$248.2K)
(IWDcusip464287598)	10.1K	QoQ +2.87% (+283) YoY NEW(+10.1K)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$145.4M)	QoQ +4.56% (+$83.0K) YoY NEW(+$1.9M)
JOHNSON & JOHNSON(JNJcusip478160104)	27.5K	QoQ +141.10% (+16.1K) YoY +154.82% (+16.7K)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$145.4M)	QoQ +14.12% (+$233.3K) YoY +10.26% (+$175.6K)
(cusip33739P830)✕	92.6K	QoQ -1.14% (-1.1K) YoY +3.15% (+2.8K)	All Managers (Combined)	$1.8M	1.3% ($1.8M/$145.4M)	QoQ -0.99% (-$18.5K) YoY +3.33% (+$59.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	34.8K	QoQ +75.71% (-15.0K) YoY +94.20% (-16.9K)	All Managers (Combined)	$1.8M	1.3% ($1.8M/$145.4M)	QoQ -7.12% (-$140.2K) YoY -23.05% (-$548.1K)
EMERSON ELECTRIC CO(EMRcusip291011104)	16.6K	QoQ +0.87% (-145) YoY +5.62% (+885)	All Managers (Combined)	$1.8M	1.3% ($1.8M/$145.4M)	QoQ -10.75% (-$219.6K) YoY +2.10% (+$37.5K)
Walt Disney Co(DIScusip254687106)	18.3K	QoQ -2.35% (-441) YoY +4.83% (-845)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$145.4M)	QoQ -13.44% (-$280.9K) YoY -15.43% (-$330.0K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	10.1K	QoQ -1.83% (-189) YoY -2.18% (-226)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$145.4M)	QoQ -10.52% (-$209.3K) YoY +6.39% (-$106.9K)