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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AT&T INC.

T|00206R102

Shares:59.7K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$145.4M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:11.0K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$145.4M)

Johnson Controls International plc

JCI|G51502105

Shares:19.8K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$145.4M)

PACCAR INC

PCAR|693718108

Shares:16.0K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$145.4M)

LINCOLN NATIONAL CORP

LNC|534187109

Shares:41.1K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$145.4M)

Medtronic plc

MDT|G5960L103

Shares:27.5K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$145.4M)

BP PLC

BP|055622104

Shares:40.3K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$145.4M)

EOG RESOURCES INC

EOG|26875P101

Shares:10.6K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$145.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:46.9K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$145.4M)

Madison Square Garden Sports Corp.

MSGS|55825T103

Shares:6.6K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$145.4M)

TARGET CORP

TGT|87612E106

Shares:12.1K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$145.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:5.4K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$145.4M)

Elevance Health, Inc.

ELV|036752103

Shares:2.6K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$145.4M)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:13.2K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$145.4M)

33739Q200

Shares:19.4K

Value:$952.2K

% of Portfolio:0.7% ($952.2K/$145.4M)

LABCORP HOLDINGS INC.

LH|504922105

Shares:4.0K

Value:$941.7K

% of Portfolio:0.6% ($941.7K/$145.4M)

CVS HEALTH Corp

CVS|126650100

Shares:13.1K

Value:$887.9K

% of Portfolio:0.6% ($887.9K/$145.4M)

SOUTHERN CO

SO|842587107

Shares:9.0K

Value:$830.3K

% of Portfolio:0.6% ($830.3K/$145.4M)

922908744

VTV|922908744

Shares:4.4K

Value:$764.4K

% of Portfolio:0.5% ($764.4K/$145.4M)

33741X102

Shares:21.5K

Value:$719.4K

% of Portfolio:0.5% ($719.4K/$145.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AT&T INC.(Tcusip00206R102)	59.7K	QoQ -0.15% (-90) YoY +8.35% (+4.6K)	All Managers (Combined)	$1.7M	1.2% ($1.7M/$145.4M)	QoQ +24.01% (-$326.7K) YoY +74.10% (+$718.2K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	11.0K	QoQ +1.78% (-192) YoY -11.25% (-1.4K)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$145.4M)	QoQ -9.17% (-$160.7K) YoY -37.55% (-$956.8K)
Johnson Controls International plc(JCIcusipG51502105)	19.8K	QoQ +5.31% (+1.0K) YoY +5.54% (+1.0K)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$145.4M)	QoQ +6.89% (+$102.3K) YoY +29.44% (+$360.8K)
PACCAR INC(PCARcusip693718108)	16.0K	QoQ 0.00% (-0) YoY +3.34% (-520)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$145.4M)	QoQ -6.39% (-$106.7K) YoY -18.77% (-$361.1K)
LINCOLN NATIONAL CORP(LNCcusip534187109)	41.1K	QoQ 0.00% (+0) YoY +3.20% (+1.3K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$145.4M)	QoQ +13.24% (+$172.7K) YoY +16.06% (+$204.3K)
Medtronic plc(MDTcusipG5960L103)	27.5K	QoQ +84.19% (+12.6K) YoY +70.92% (-11.4K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$145.4M)	QoQ +15.53% (+$184.9K) YoY -1.73% (-$24.3K)
BP PLC(BPcusip055622104)	40.3K	QoQ -3.62% (-1.5K) YoY -10.38% (-4.7K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$145.4M)	QoQ +10.16% (-$125.7K) YoY -20.55% (-$352.3K)
EOG RESOURCES INC(EOGcusip26875P101)	10.6K	QoQ +7.50% (+737) YoY +83.06% (+4.8K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$145.4M)	QoQ +12.46% (+$150.1K) YoY +83.64% (+$617.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	46.9K	QoQ +71.28% (+19.5K) YoY +117.25% (+25.3K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$145.4M)	QoQ +17.89% (+$196.1K) YoY +42.51% (+$385.4K)
Madison Square Garden Sports Corp.(MSGScusip55825T103)	6.6K	QoQ +0.12% (-8) YoY +8.12% (+493)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$145.4M)	QoQ -13.61% (-$201.2K) YoY +14.10% (+$157.9K)
TARGET CORP(TGTcusip87612E106)	12.1K	QoQ +1.66% (-198) YoY +3.38% (-396)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$145.4M)	QoQ -21.51% (-$345.9K) YoY -39.11% (-$810.7K)
LOWES COMPANIES INC(LOWcusip548661107)	5.4K	QoQ +1.22% (-65) YoY -1.10% (-60)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$145.4M)	QoQ -4.33% (-$56.8K) YoY -9.45% (-$130.7K)
Elevance Health, Inc.(ELVcusip036752103)	2.6K	QoQ +0.39% (+10) YoY -2.94% (-78)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$145.4M)	QoQ +18.36% (+$173.3K) YoY -18.59% (-$255.0K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	13.2K	QoQ +0.56% (+74) YoY +6.61% (+820)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$145.4M)	QoQ +0.03% (+$401) YoY +11.27% (+$102.6K)
(cusip33739Q200)✕	19.4K	QoQ +120.99% (+10.6K) YoY +159.30% (+11.9K)	All Managers (Combined)	$952.2K	0.7% ($952.2K/$145.4M)	QoQ +123.21% (+$525.6K) YoY +164.19% (+$591.8K)
LABCORP HOLDINGS INC.(LHcusip504922105)	4.0K	QoQ +4.84% (+187) YoY NEW(+4.0K)	All Managers (Combined)	$941.7K	0.6% ($941.7K/$145.4M)	QoQ +6.40% (+$56.7K) YoY NEW(+$941.7K)
CVS HEALTH Corp(CVScusip126650100)	13.1K	QoQ -0.41% (-55) YoY -25.49% (-4.5K)	All Managers (Combined)	$887.9K	0.6% ($887.9K/$145.4M)	QoQ +50.29% (-$297.1K) YoY -36.71% (-$515.0K)
SOUTHERN CO(SOcusip842587107)	9.0K	QoQ 0.00% (+0) YoY +3.73% (+325)	All Managers (Combined)	$830.3K	0.6% ($830.3K/$145.4M)	QoQ +11.69% (+$87.0K) YoY +32.95% (+$205.8K)
(VTVcusip922908744)	4.4K	QoQ 0.00% (+0) YoY +127.50% (+2.5K)	All Managers (Combined)	$764.4K	0.5% ($764.4K/$145.4M)	QoQ +2.03% (+$15.2K) YoY +141.30% (+$447.6K)
(cusip33741X102)✕	21.5K	QoQ 0.00% (-0) YoY NEW(+21.5K)	All Managers (Combined)	$719.4K	0.5% ($719.4K/$145.4M)	QoQ -6.55% (-$50.5K) YoY NEW(+$719.4K)