Insight Inv LLC

CIK

1909322

Location

EL SEGUNDO, CA

Portfolio Value

Small $174,540,569

Diversification

Diversified

Filing Date

Global Rank

#4,833 / 8,633 ▲ 240

Top Industry

Semiconductors 11.7%

3Y Alpha vs SPY

+8.1%

Period ended 52 days ago

Filed Jul 24, 2026 · 28d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+111.6%

SPY

+75.1%

Annualised alpha

+7.9%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

65 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.5%

+2.1 pts

Top 5

27.9%

+8.5 pts

Top 10

40.5%

+7.7 pts

HHI

291

Diversified+58

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.6%	$65,676,778	14
Financial Services	17.9%	$31,245,160	12
Industrials	10.6%	$18,543,087	8
Communication Services	8.0%	$13,965,038	6
Consumer Cyclical	7.9%	$13,828,837	6
Healthcare	7.0%	$12,193,230	9
Consumer Defensive	5.3%	$9,323,005	4
Energy	5.0%	$8,652,825	4
Utilities	0.5%	$833,155	1
Basic Materials	0.2%	$279,454	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
WRB	Berkley W R Corp	+3,587	40,655	$2,867,397
PG	PROCTER & GAMBLE Co	+1,740	16,496	$2,418,973
EOG	Eog Resources Inc	+556	24,077	$3,123,509
PEP	Pepsico Inc	+440	20,335	$2,753,359
BRK-B	Berkshire Hathaway Inc	+435	5,451	$2,727,625
ORCL	Oracle Corp	+259	17,084	$2,503,660
MS	Morgan Stanley	+256	19,192	$4,011,895
PNC	Pnc Financial Services Group, Inc.	+106	12,919	$3,180,916
AMZN	Amazon Com Inc	+80	17,673	$4,212,182
IBM	International Business Machines Corp	+55	15,213	$4,278,047
GHC	Graham Holdings Co	+53	3,438	$3,924,201
EMR	Emerson Electric Co	+42	18,259	$2,613,775
RTX	RTX Corp	+29	17,816	$3,380,229
NVDA	Nvidia Corp	+9	1,443	$288,729
ABBV	AbbVie Inc.	+7	1,328	$334,177
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LH	Labcorp Holdings Inc.	−2,494	1,410	$394,800
GOOGL	Alphabet Inc.	−2,486	18,409	$6,578,824
T	At&T Inc.	−1,975	58,051	$1,201,655
GLW	Corning Inc /Ny	−1,597	38,535	$9,842,995
INTC	Intel Corp	−1,521	20,461	$2,856,969
MRVL	Marvell Technology, Inc.	−1,500	44,189	$13,163,461
CSCO	Cisco Systems, Inc.	−1,000	39,698	$4,662,927
LNC	Lincoln National Corp	−850	47,727	$1,687,149
CVS	CVS HEALTH Corp	−812	8,115	$839,496
BP	Bp PLC	−800	52,121	$1,925,870
JCI	Johnson Controls International plc	−780	19,609	$2,865,070
PSKY	Paramount Skydance Corp	−735	19,655	$193,798
VZ	Verizon Communications Inc	−683	20,152	$853,235
WSM	Williams Sonoma Inc	−655	18,683	$4,355,007
BMY	Bristol Myers Squibb Co	−565	14,711	$847,647
AAPL	Apple Inc.	−560	31,410	$9,088,797
ELV	Elevance Health, Inc.	−509	1,618	$625,729
MRK	Merck & Co., Inc.	−476	20,428	$2,624,998
AMAT	Applied Materials Inc /De	−405	13,858	$10,019,334
WMT	Walmart Inc.	−405	32,245	$3,652,068
DIS	Walt Disney Co	−330	13,911	$1,338,933
PCAR	Paccar Inc	−250	16,983	$2,039,997
QCOM	Qualcomm Inc/De	−220	16,845	$3,112,787
SO	Southern Co	−215	8,705	$833,155
MSFT	Microsoft Corp	−167	11,286	$4,209,903
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
PANW	Palo Alto Networks Inc	1,128	$384,670
URI	United Rentals, Inc.	228	$258,298
CMI	Cummins Inc	350	$249,623
ASML	Asml Holding NV	118	$234,753
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	23,829	$4,042,828
MDT	Medtronic plc	4,059	$351,712
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 tracked positions · $174,540,569 total · as of Jun 30, 2026

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

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MRVL	Marvell Technology, Inc. Technology	Reduced	44,189	-1,500	$13,163,461	+190.9%	7.54%
AMAT	Applied Materials Inc /De Technology	Reduced	13,858	-405	$10,019,334	+105.5%	5.74%
GLW	Corning Inc /Ny Technology	Reduced	38,535	-1,597	$9,842,995	+80.4%	5.64%
AAPL	Apple Inc. Technology	Reduced	31,410	-560	$9,088,797	+12.0%	5.21%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,409	-2,486	$6,578,824	+9.5%	3.77%
CSCO	Cisco Systems, Inc. Technology	Reduced	39,698	-1,000	$4,662,927	+47.7%	2.67%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	13,625	-39	$4,459,871	+11.0%	2.56%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	18,683	-655	$4,355,007	+23.5%	2.50%
IBM	International Business Machines Corp Technology	Added	15,213	+55	$4,278,047	+16.4%	2.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,673	+80	$4,212,182	+15.0%	2.41%
MSFT	Microsoft Corp Technology	Reduced	11,286	-167	$4,209,903	−0.7%	2.41%
MS	Morgan Stanley Financial Services	Added	19,192	+256	$4,011,895	+28.7%	2.30%
AXP	American Express Co Financial Services	Reduced	11,764	-25	$3,979,173	+11.6%	2.28%
GHC	Graham Holdings Co Industrials	Added	3,438	+53	$3,924,201	+9.7%	2.25%
MSGS	Madison Square Garden Sports Corp. Communication Services	Reduced	9,453	-150	$3,798,593	+23.1%	2.18%
C	Citigroup Inc Financial Services	Reduced	26,925	-55	$3,768,423	+23.2%	2.16%
WMT	Walmart Inc. Consumer Defensive	Reduced	32,245	-405	$3,652,068	−10.0%	2.09%
RTX	RTX Corp Industrials	Added	17,816	+29	$3,380,229	−1.5%	1.94%
ALL	Allstate Corp Financial Services	Reduced	13,638	-27	$3,245,025	+14.5%	1.86%
GD	General Dynamics Corp Industrials	Reduced	9,067	-45	$3,211,894	+2.7%	1.84%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	12,919	+106	$3,180,916	+19.3%	1.82%
AMGN	Amgen Inc Healthcare	Reduced	8,724	-42	$3,159,134	+2.4%	1.81%
EOG	Eog Resources Inc Energy	Added	24,077	+556	$3,123,509	−8.1%	1.79%
QCOM	Qualcomm Inc/De Technology	Reduced	16,845	-220	$3,112,787	+41.6%	1.78%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	20,494	-132	$3,104,841	−5.7%	1.78%
JNJ	Johnson & Johnson Healthcare	Reduced	12,074	-55	$3,066,433	+3.4%	1.76%
WRB	Berkley W R Corp Financial Services	Added	40,655	+3,587	$2,867,397	+16.7%	1.64%
JCI	Johnson Controls International plc Industrials	Reduced	19,609	-780	$2,865,070	+7.3%	1.64%
CVX	Chevron Corp Energy	Reduced	17,277	-21	$2,863,835	−20.0%	1.64%
INTC	Intel Corp Technology	Reduced	20,461	-1,521	$2,856,969	+194.5%	1.64%
PEP	Pepsico Inc Consumer Defensive	Added	20,335	+440	$2,753,359	−10.9%	1.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,451	+435	$2,727,625	+13.5%	1.56%
MRK	Merck & Co., Inc. Healthcare	Reduced	20,428	-476	$2,624,998	+4.4%	1.50%
EMR	Emerson Electric Co Industrials	Added	18,259	+42	$2,613,775	+9.5%	1.50%
ORCL	Oracle Corp Technology	Added	17,084	+259	$2,503,660	+1.2%	1.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	16,496	+1,740	$2,418,973	+13.5%	1.39%
PCAR	Paccar Inc Industrials	Reduced	16,983	-250	$2,039,997	+2.5%	1.17%
BP	Bp PLC Energy	Reduced	52,121	-800	$1,925,870	−22.6%	1.10%
LNC	Lincoln National Corp Financial Services	Reduced	47,727	-850	$1,687,149	−2.2%	0.97%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	6,545	-57	$1,443,107	−7.5%	0.83%
DIS	Walt Disney Co Communication Services	Reduced	13,911	-330	$1,338,933	−2.4%	0.77%
T	At&T Inc. Communication Services	Reduced	58,051	-1,975	$1,201,655	−30.9%	0.69%
AVGO	Broadcom Inc. Technology	Reduced	2,726	-70	$1,029,746	+19.0%	0.59%
VZ	Verizon Communications Inc Communication Services	Reduced	20,152	-683	$853,235	−18.4%	0.49%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	14,711	-565	$847,647	−8.5%	0.49%
CVS	CVS HEALTH Corp Healthcare	Reduced	8,115	-812	$839,496	+30.9%	0.48%
SO	Southern Co Utilities	Reduced	8,705	-215	$833,155	−3.2%	0.48%
TPL	Texas Pacific Land Corp Energy	Held	1,690	0	$739,611	−7.8%	0.42%
ELV	Elevance Health, Inc. Healthcare	Reduced	1,618	-509	$625,729	+0.5%	0.36%
V	Visa Inc. Financial Services	Held	1,495	0	$512,919	+13.5%	0.29%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.