Insight Inv LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001909322

Type: FundHoldings: 133Value: $145.4MLatest: 2025Q1

Insight Inv LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 133 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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Page 1 of 7

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Apple Inc.

AAPL|037833100

Shares:68.7K

Value:$7.0M

% of Portfolio:4.8% ($7.0M/$145.4M)

33738R506

Shares:74.9K

Value:$4.4M

% of Portfolio:3.0% ($4.4M/$145.4M)

MICROSOFT CORP

MSFT|594918104

Shares:50.1K

Value:$4.0M

% of Portfolio:2.8% ($4.0M/$145.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:15.2K

Value:$3.8M

% of Portfolio:2.6% ($3.8M/$145.4M)

AMAZON COM INC

AMZN|023135106

Shares:38.8K

Value:$3.6M

% of Portfolio:2.4% ($3.6M/$145.4M)

WILLIAMS SONOMA INC

WSM|969904101

Shares:21.6K

Value:$3.4M

% of Portfolio:2.3% ($3.4M/$145.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:29.4K

Value:$3.4M

% of Portfolio:2.3% ($3.4M/$145.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:12.0K

Value:$3.2M

% of Portfolio:2.2% ($3.2M/$145.4M)

Walmart Inc.

WMT|931142103

Shares:34.3K

Value:$3.0M

% of Portfolio:2.1% ($3.0M/$145.4M)

CHEVRON CORP

CVX|166764100

Shares:17.9K

Value:$3.0M

% of Portfolio:2.1% ($3.0M/$145.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:24.7K

Value:$2.9M

% of Portfolio:2.0% ($2.9M/$145.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:37.9K

Value:$2.8M

% of Portfolio:1.9% ($2.8M/$145.4M)

ALLSTATE CORP

ALL|020002101

Shares:13.1K

Value:$2.7M

% of Portfolio:1.9% ($2.7M/$145.4M)

QUALCOMM INC/DE

QCOM|747525103

Shares:17.4K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$145.4M)

Graham Holdings Co

GHC|384637104

Shares:2.7K

Value:$2.6M

% of Portfolio:1.8% ($2.6M/$145.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:20.8K

Value:$2.5M