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

Page 7 of 7

Sort by:

lululemon athletica inc.

LULU|550021109

Shares:11.9K

Value:$20.3K

% of Portfolio:0.0% ($20.3K/$145.4M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:19.1K

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$145.4M)

464287465

EFA|464287465

Shares:230

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$145.4M)

NETFLIX INC

NFLX|64110L106

Shares:12.9K

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$145.4M)

METLIFE INC

MET|59156R108

Shares:15.8K

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$145.4M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:11.4K

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$145.4M)

CME GROUP INC.

CME|12572Q105

Shares:10.2K

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$145.4M)

464287176

Shares:87

Value:$9.7K

% of Portfolio:0.0% ($9.7K/$145.4M)

92206C664

VTWO|92206C664

Shares:108

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$145.4M)

92206C680

VONG|92206C680

Shares:68

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$145.4M)

33738R845

Shares:201

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$145.4M)

464287234

EEM|464287234

Shares:90

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$145.4M)

464287499

IWR|464287499

Shares:14

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$145.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
lululemon athletica inc.(LULUcusip550021109)	11.9K	QoQ NEW(+11.9K) YoY NEW(+11.9K)	All Managers (Combined)	$20.3K	0.0% ($20.3K/$145.4M)	QoQ NEW(+$20.3K) YoY NEW(+$20.3K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	19.1K	QoQ NEW(+19.1K) YoY NEW(+19.1K)	All Managers (Combined)	$19.1K	0.0% ($19.1K/$145.4M)	QoQ NEW(+$19.1K) YoY NEW(+$19.1K)
(EFAcusip464287465)	230	QoQ 0.00% (+0) YoY NEW(+230)	All Managers (Combined)	$18.8K	0.0% ($18.8K/$145.4M)	QoQ +8.09% (+$1.4K) YoY NEW(+$18.8K)
NETFLIX INC(NFLXcusip64110L106)	12.9K	QoQ NEW(+12.9K) YoY NEW(+12.9K)	All Managers (Combined)	$17.5K	0.0% ($17.5K/$145.4M)	QoQ NEW(+$17.5K) YoY NEW(+$17.5K)
METLIFE INC(METcusip59156R108)	15.8K	QoQ NEW(+15.8K) YoY NEW(+15.8K)	All Managers (Combined)	$15.8K	0.0% ($15.8K/$145.4M)	QoQ NEW(+$15.8K) YoY NEW(+$15.8K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$11.4K	0.0% ($11.4K/$145.4M)	QoQ NEW(+$11.4K) YoY NEW(+$11.4K)
CME GROUP INC.(CMEcusip12572Q105)	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$145.4M)	QoQ NEW(+$10.2K) YoY NEW(+$10.2K)
(cusip464287176)✕	87	QoQ 0.00% (+0) YoY NEW(+87)	All Managers (Combined)	$9.7K	0.0% ($9.7K/$145.4M)	QoQ +4.26% (+$395) YoY NEW(+$9.7K)
(VTWOcusip92206C664)	108	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$8.7K	0.0% ($8.7K/$145.4M)	QoQ -9.72% (-$938) YoY -5.18% (-$476)
(VONGcusip92206C680)	68	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$145.4M)	QoQ -10.16% (-$714) YoY +7.05% (+$416)
(cusip33738R845)✕	201	QoQ 0.00% (+0) YoY NEW(+201)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$145.4M)	QoQ +5.32% (+$308) YoY NEW(+$6.1K)
(EEMcusip464287234)	90	QoQ 0.00% (+0) YoY NEW(+90)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$145.4M)	QoQ +4.48% (+$169) YoY NEW(+$3.9K)
(IWRcusip464287499)	14	QoQ 0.00% (-0) YoY NEW(+14)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$145.4M)	QoQ -3.79% (-$47) YoY NEW(+$1.2K)