Insight Inv LLC

CIK

1909322

Location

EL SEGUNDO, CA

Portfolio Value

Small $148,946,273

Diversification

Diversified

Filing Date

Global Rank

#4,521 / 8,232 ▲ 305

Top Industry

Oil & Gas Integrated 6.8%

3Y Alpha vs SPY

+3.2%

Period ended 2 months ago

Filed Apr 28, 2026 · 47d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+90.7%

SPY

+76.3%

Annualised alpha

+3.2%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.4%

−0.5 pts

Top 5

19.1%

−0.3 pts

Top 10

32.5%

−0.3 pts

HHI

232

Diversified+1

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.4%	$40,800,618	12
Financial Services	18.3%	$27,194,123	12
Energy	9.6%	$14,311,507	5
Industrials	9.1%	$13,605,673	5
Consumer Defensive	9.0%	$13,388,514	5
Communication Services	8.7%	$12,896,316	6
Consumer Cyclical	8.6%	$12,773,476	6
Healthcare	8.5%	$12,729,536	10
Utilities	0.6%	$860,958	1
Basic Materials	0.3%	$385,552	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WRB	Berkley W R Corp	+2,450	37,068	$2,456,867
EOG	Eog Resources Inc	+1,781	23,521	$3,400,430
MSFT	Microsoft Corp	+1,571	11,453	$4,239,557
BP	Bp PLC	+1,275	52,921	$2,487,287
PG	PROCTER & GAMBLE Co	+770	14,756	$2,131,356
EMR	Emerson Electric Co	+760	18,217	$2,386,791
PEP	Pepsico Inc	+585	19,895	$3,089,494
T	At&T Inc.	+497	60,026	$1,740,153
LNC	Lincoln National Corp	+450	48,577	$1,724,483
ORCL	Oracle Corp	+401	16,825	$2,475,125
ALL	Allstate Corp	+260	13,665	$2,833,301
CVX	Chevron Corp	+240	17,298	$3,578,956
LOW	Lowes Companies Inc	+225	6,602	$1,559,920
MRVL	Marvell Technology, Inc.	+200	45,689	$4,525,495
JCI	Johnson Controls International plc	+200	20,389	$2,669,939
PNC	Pnc Financial Services Group, Inc.	+181	12,813	$2,666,257
BRK-B	Berkshire Hathaway Inc	+180	5,016	$2,403,667
QCOM	Qualcomm Inc/De	+179	17,065	$2,197,630
GHC	Graham Holdings Co	+152	3,385	$3,578,825
GD	General Dynamics Corp	+145	9,112	$3,127,420
TJX	Tjx Companies Inc /De/	+141	20,626	$3,293,972
AMZN	Amazon Com Inc	+131	17,593	$3,664,094
RTX	RTX Corp	+125	17,787	$3,431,112
MRK	Merck & Co., Inc.	+110	20,904	$2,514,542
MSGS	Madison Square Garden Sports Corp.	+93	9,603	$3,086,404
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CVS	CVS HEALTH Corp	−2,560	8,927	$641,137
MDT	Medtronic plc	−2,184	4,059	$351,712
GLW	Corning Inc /Ny	−1,900	40,132	$5,456,748
BMY	Bristol Myers Squibb Co	−550	15,276	$926,489
INTC	Intel Corp	−525	21,982	$970,065
WSM	Williams Sonoma Inc	−501	19,338	$3,525,897
HD	Home Depot, Inc.	−443	1,280	$420,979
PSKY	Paramount Skydance Corp	−400	20,390	$183,917
DIS	Walt Disney Co	−358	14,241	$1,372,547
ELV	Elevance Health, Inc.	−282	2,127	$622,679
BNY	Bank of New York Mellon Corp	−237	2,261	$268,222
MCD	Mcdonalds Corp	−234	993	$308,614
AMAT	Applied Materials Inc /De	−215	14,263	$4,874,950
TPL	Texas Pacific Land Corp	−200	1,690	$802,006
C	Citigroup Inc	−168	26,980	$3,059,801
AAPL	Apple Inc.	−91	31,970	$8,113,666
AXP	American Express Co	−75	11,789	$3,565,936
GOOGL	Alphabet Inc.	−51	19,013	$5,467,378
JNJ	Johnson & Johnson	−47	12,129	$2,964,812
XOM	Exxon Mobil Corp	−40	23,829	$4,042,828
VZ	Verizon Communications Inc	−39	20,835	$1,045,917
MS	Morgan Stanley	−30	18,936	$3,116,297
LH	Labcorp Holdings Inc.	−10	3,904	$1,041,626
COST	Costco Wholesale Corp /New	−9	533	$531,097
RGLD	Royal Gold Inc	−6	1,515	$385,552
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
CTSH	Cognizant Technology Solutions Corp	12,941	$1,074,103
FICO	Fair Isaac Corp	164	$277,261
PANW	Palo Alto Networks Inc	1,141	$210,172
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 positions · $148,946,273 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	31,970	-91	$8,113,666	−6.9%	5.45%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,013	-51	$5,467,378	−8.4%	3.67%
GLW	Corning Inc /Ny Technology	Reduced	40,132	-1,900	$5,456,748	+48.3%	3.66%
AMAT	Applied Materials Inc /De Technology	Reduced	14,263	-215	$4,874,950	+31.0%	3.27%
MRVL	Marvell Technology, Inc. Technology	Added	45,689	+200	$4,525,495	+17.1%	3.04%
MSFT	Microsoft Corp Technology	Added	11,453	+1,571	$4,239,557	−11.3%	2.85%
WMT	Walmart Inc. Consumer Defensive	Reduced	32,650	-4	$4,057,742	+11.5%	2.72%
XOM	Exxon Mobil Corp Energy	Reduced	23,829	-40	$4,042,828	+40.7%	2.71%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,664	+65	$4,019,402	−8.3%	2.70%
IBM	International Business Machines Corp Technology	Added	15,158	+80	$3,674,147	−17.7%	2.47%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,593	+131	$3,664,094	−9.1%	2.46%
CVX	Chevron Corp Energy	Added	17,298	+240	$3,578,956	+37.7%	2.40%
GHC	Graham Holdings Co Consumer Defensive	Added	3,385	+152	$3,578,825	+0.8%	2.40%
AXP	American Express Co Financial Services	Reduced	11,789	-75	$3,565,936	−18.8%	2.39%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	19,338	-501	$3,525,897	−0.5%	2.37%
RTX	RTX Corp Industrials	Added	17,787	+125	$3,431,112	+5.9%	2.30%
EOG	Eog Resources Inc Energy	Added	23,521	+1,781	$3,400,430	+49.0%	2.28%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	20,626	+141	$3,293,972	+4.7%	2.21%
CSCO	Cisco Systems, Inc. Technology	Added	40,698	+25	$3,157,757	+0.8%	2.12%
GD	General Dynamics Corp Industrials	Added	9,112	+145	$3,127,420	+3.6%	2.10%
MS	Morgan Stanley Financial Services	Reduced	18,936	-30	$3,116,297	−7.4%	2.09%
PEP	Pepsico Inc Consumer Defensive	Added	19,895	+585	$3,089,494	+11.5%	2.07%
MSGS	Madison Square Garden Sports Corp. Communication Services	Added	9,603	+93	$3,086,404	+25.5%	2.07%
AMGN	Amgen Inc Healthcare	Added	8,766	+33	$3,084,317	+7.9%	2.07%
C	Citigroup Inc Financial Services	Reduced	26,980	-168	$3,059,801	−3.4%	2.05%
JNJ	Johnson & Johnson Healthcare	Reduced	12,129	-47	$2,964,812	+17.7%	1.99%
ALL	Allstate Corp Financial Services	Added	13,665	+260	$2,833,301	+1.5%	1.90%
JCI	Johnson Controls International plc Industrials	Added	20,389	+200	$2,669,939	+10.4%	1.79%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	12,813	+181	$2,666,257	+1.1%	1.79%
MRK	Merck & Co., Inc. Healthcare	Added	20,904	+110	$2,514,542	+14.9%	1.69%
BP	Bp PLC Energy	Added	52,921	+1,275	$2,487,287	+38.7%	1.67%
ORCL	Oracle Corp Technology	Added	16,825	+401	$2,475,125	−22.7%	1.66%
WRB	Berkley W R Corp Financial Services	Added	37,068	+2,450	$2,456,867	+1.2%	1.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,016	+180	$2,403,667	−1.1%	1.61%
EMR	Emerson Electric Co Industrials	Added	18,217	+760	$2,386,791	+3.0%	1.60%
QCOM	Qualcomm Inc/De Technology	Added	17,065	+179	$2,197,630	−23.9%	1.48%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	14,756	+770	$2,131,356	+6.3%	1.43%
PCAR	Paccar Inc Industrials	Added	17,233	+50	$1,990,411	+5.8%	1.34%
T	At&T Inc. Communication Services	Added	60,026	+497	$1,740,153	+17.7%	1.17%
LNC	Lincoln National Corp Financial Services	Added	48,577	+450	$1,724,483	−19.5%	1.16%
LOW	Lowes Companies Inc Consumer Cyclical	Added	6,602	+225	$1,559,920	+1.4%	1.05%
DIS	Walt Disney Co Communication Services	Reduced	14,241	-358	$1,372,547	−17.4%	0.92%
VZ	Verizon Communications Inc Communication Services	Reduced	20,835	-39	$1,045,917	+23.0%	0.70%
LH	Labcorp Holdings Inc. Healthcare	Reduced	3,904	-10	$1,041,626	+6.1%	0.70%
INTC	Intel Corp Technology	Reduced	21,982	-525	$970,065	+16.8%	0.65%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	15,276	-550	$926,489	+8.5%	0.62%
AVGO	Broadcom Inc. Technology	Added	2,796	+23	$865,389	−9.8%	0.58%
SO	Southern Co Utilities	Added	8,920	+75	$860,958	+11.6%	0.58%
TPL	Texas Pacific Land Corp Energy	Reduced	1,690	-200	$802,006	+47.7%	0.54%
CVS	CVS HEALTH Corp Healthcare	Reduced	8,927	-2,560	$641,137	−29.7%	0.43%