Insight Inv LLC

Registered adviser

CIK

1909322

Location

EL SEGUNDO, CA

Portfolio Value

Small $209,526,288

Diversification

Diversified

Filing Date

Global Rank

#6,346 / 8,818 ▲ 11 · as of Jun 2026

Top Industry

Semiconductors 10.7%

Period ended 28 days ago

Filed Oct 27, 2026 · 1d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 172511

Roster of Oct 1, 2026

Regulatory AUM

$245,734,467

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$245,734,467	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$230,003,057	Individuals and high net worth (100%)
Mar 2024 to Feb 2025	$136,338,198	Individuals and high net worth (100%)
May 2023 to Feb 2024	$131,049,097	Individuals and high net worth (99%)
Apr 2023	$131,049,097	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$138,981,488	Individuals and high net worth (99%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 38.8%, 39.3 effective positions, active share 69.6% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

10.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.3 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 69.6%; sector active share 11.8% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

108 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

5.5%

−0.7 pts

Top 5

22.8%

−2.4 pts

Top 10

36.2%

−2.6 pts

HHI

239

Diversified−15

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.6%	$59,831,327	14
Unclassified	17.0%	$35,691,207	44
Financial Services	14.6%	$30,531,611	12
Industrials	8.7%	$18,204,753	7
Communication Services	7.2%	$15,090,014	7
Energy	6.7%	$14,039,847	5
Consumer Cyclical	6.3%	$13,282,502	6
Healthcare	5.7%	$11,993,507	7
Consumer Defensive	4.7%	$9,809,563	4
Utilities	0.3%	$721,557	1
Basic Materials	0.2%	$330,400	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+7,000	27,152	$1,245,462
LNC	Lincoln National Corp	+5,575	53,302	$2,145,938
PG	PROCTER & GAMBLE Co	+4,055	20,551	$2,985,649
BMY	Bristol Myers Squibb Co	+4,045	18,756	$1,170,374
ORCL	Oracle Corp	+3,530	20,614	$2,830,302
DIS	Walt Disney Co	+3,410	17,321	$1,816,972
PEP	Pepsico Inc	+3,325	23,660	$2,998,195
FSMB	First Trust Short Duration Managed Municipal ETF	+3,196	94,681	$1,842,492
SCHD	Schwab U.S. Dividend Equity ETF	+2,818	63,928	$2,079,577
LMBS	First Trust Low Duration Opportunities ETF	+2,589	65,489	$3,173,596
IBM	International Business Machines Corp	+2,465	17,678	$3,887,922
CVX	Chevron Corp	+1,928	19,205	$3,921,853
WRB	Berkley W R Corp	+1,820	42,475	$2,868,761
QCOM	Qualcomm Inc	+1,350	18,195	$3,348,607
RTX	RTX Corp	+955	18,771	$3,484,836
MSFT	Microsoft Corp	+689	11,975	$6,141,977
AXP	American Express Co	+650	12,414	$3,775,097
AMZN	Amazon Com Inc	+570	18,243	$4,545,243
EOG	Eog Resources Inc	+528	24,605	$3,389,584
QUAL	iShares MSCI USA Quality Factor ETF	+433	11,797	$2,621,765
USMV	iShares MSCI USA Min Vol Factor ETF	+421	16,017	$1,560,696
BRK-B	Berkshire Hathaway Inc	+400	5,851	$2,913,505
GD	General Dynamics Corp	+110	9,177	$3,045,203
EMR	Emerson Electric Co	+100	18,359	$2,847,480
ALL	Allstate Corp	+44	13,682	$3,035,488
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FUMB	First Trust Ultra Short Duration Municipal ETF	−1,494	107,001	$2,129,319
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−1,113	39,287	$3,034,920
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−990	19,641	$1,538,086
LH	Labcorp Holdings Inc.	−615	795	$244,947
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	−576	13,069	$530,340
RDVY	First Trust Rising Dividend Achievers ETF	−482	87,127	$6,821,172
JCI	Johnson Controls International plc	−350	19,259	$2,862,850
IJT	iShares S&P Small-Cap 600 Growth ETF	−306	386	$61,887
MRVL	Marvell Technology, Inc.	−299	43,890	$11,596,176
AAPL	Apple Inc.	−284	31,126	$10,365,580
MSGS	Madison Square Garden Sports Corp.	−225	9,228	$3,739,277
IWF	iShares Russell 1000 Growth ETF	−200	17,590	$2,203,323
BP	Bp PLC	−175	51,946	$2,285,104
VOO	VANGUARD 500 INDEX FUND	−165	2,699	$1,891,621
C	Citigroup Inc	−109	26,816	$3,472,135
GOOGL	Alphabet Inc.	−101	18,308	$6,299,416
WMT	Walmart Inc.	−100	32,145	$3,340,508
GLW	Corning Inc	−80	38,455	$5,912,840
GOOG	Alphabet Inc.	−65	1,680	$572,443
MS	Morgan Stanley	−48	19,144	$3,600,603
WSM	Williams Sonoma Inc	−40	18,643	$4,249,485
TJX	Tjx Companies Inc	−35	20,459	$2,706,930
PNC	Pnc Financial Services Group, Inc.	−35	12,884	$2,863,597
VTV	VANGUARD VALUE INDEX FUND	−35	3,274	$707,445
MCD	Mcdonalds Corp	−31	951	$219,623
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	23,918	$3,892,654
KRE	State Street(R) SPDR(R) S&P(R) Regional Banking ETF	2	$138
PSKY	Skydance Corp	19,655	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
CVS	CVS HEALTH Corp	8,115	$839,496
ELV	Elevance Health, Inc.	1,618	$625,729
SKYD	Skydance Corp	19,655	$387,596
CMI	Cummins Inc	350	$249,623
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

108 tracked positions · $209,526,288 total · filing declares 108 positions · $210,418,589 · as of Sep 30, 2026

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

Showing 1–50 of 108 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MRVL	Marvell Technology, Inc. Technology	Reduced	43,890	-299	$11,596,176	−11.9%	5.53%
AAPL	Apple Inc. Technology	Reduced	31,126	-284	$10,365,580	+14.0%	4.95%
AMAT	Applied Materials Inc Technology	Reduced	13,836	-22	$7,075,453	−29.4%	3.38%
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	87,127	-482	$6,821,172	−3.9%	3.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,308	-101	$6,299,416	−4.2%	3.01%
MSFT	Microsoft Corp Technology	Added	11,975	+689	$6,141,977	+45.9%	2.93%
GLW	Corning Inc Technology	Reduced	38,455	-80	$5,912,840	−39.9%	2.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,243	+570	$4,545,243	+7.9%	2.17%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	13,607	-18	$4,501,603	+0.9%	2.15%
CSCO	Cisco Systems, Inc. Technology	Reduced	39,673	-25	$4,270,004	−8.4%	2.04%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	18,643	-40	$4,249,485	−2.4%	2.03%
CVX	Chevron Corp Energy	Added	19,205	+1,928	$3,921,853	+36.9%	1.87%
GHC	Graham Holdings Co Industrials	Reduced	3,433	-5	$3,895,322	−0.7%	1.86%
XOM	ExxonMobil Holdings Corp Energy	NEW	23,918	NEW	$3,892,654	NEW	1.86%
IBM	International Business Machines Corp Technology	Added	17,678	+2,465	$3,887,922	−9.1%	1.86%
AXP	American Express Co Financial Services	Added	12,414	+650	$3,775,097	−5.1%	1.80%
MSGS	Madison Square Garden Sports Corp. Communication Services	Reduced	9,228	-225	$3,739,277	−1.6%	1.78%
AMGN	Amgen Inc Healthcare	Reduced	8,714	-10	$3,673,038	+16.3%	1.75%
MS	Morgan Stanley Financial Services	Reduced	19,144	-48	$3,600,603	−10.3%	1.72%
RTX	RTX Corp Industrials	Added	18,771	+955	$3,484,836	+3.1%	1.66%
C	Citigroup Inc Financial Services	Reduced	26,816	-109	$3,472,135	−7.9%	1.66%
EOG	Eog Resources Inc Energy	Added	24,605	+528	$3,389,584	+8.5%	1.62%
QCOM	Qualcomm Inc Technology	Added	18,195	+1,350	$3,348,607	+7.6%	1.60%
WMT	Walmart Inc. Consumer Defensive	Reduced	32,145	-100	$3,340,508	−8.5%	1.59%
JNJ	Johnson & Johnson Healthcare	Held	12,074	0	$3,196,470	+4.2%	1.53%
LMBS	First Trust Low Duration Opportunities ETF	Added	65,489	+2,589	$3,173,596	+1.4%	1.51%
GD	General Dynamics Corp Industrials	Added	9,177	+110	$3,045,203	−5.2%	1.45%
ALL	Allstate Corp Financial Services	Added	13,682	+44	$3,035,488	−6.5%	1.45%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	39,287	-1,113	$3,034,920	−4.9%	1.45%
PEP	Pepsico Inc Consumer Defensive	Added	23,660	+3,325	$2,998,195	+8.9%	1.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	20,551	+4,055	$2,985,649	+23.4%	1.42%
MRK	Merck & Co., Inc. Healthcare	Held	20,428	0	$2,968,392	+13.1%	1.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,851	+400	$2,913,505	+6.8%	1.39%
WRB	Berkley W R Corp Financial Services	Added	42,475	+1,820	$2,868,761	+0.0%	1.37%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	12,884	-35	$2,863,597	−10.0%	1.37%
JCI	Johnson Controls International plc Industrials	Reduced	19,259	-350	$2,862,850	−0.1%	1.37%
EMR	Emerson Electric Co Industrials	Added	18,359	+100	$2,847,480	+8.9%	1.36%
ORCL	Oracle Corp Technology	Added	20,614	+3,530	$2,830,302	+13.0%	1.35%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	20,459	-35	$2,706,930	−12.8%	1.29%
QUAL	iShares MSCI USA Quality Factor ETF	Added	11,797	+433	$2,621,765	+5.1%	1.25%
INTC	Intel Corp Technology	Reduced	20,437	-24	$2,457,140	−14.0%	1.17%
BP	Bp PLC Energy	Reduced	51,946	-175	$2,285,104	+18.7%	1.09%
IWD	iShares Russell 1000 Value ETF	Held	8,971	0	$2,224,180	+2.3%	1.06%
IWF	iShares Russell 1000 Growth ETF	Reduced	17,590	-200	$2,203,323	−0.3%	1.05%
LNC	Lincoln National Corp Financial Services	Added	53,302	+5,575	$2,145,938	+27.2%	1.02%
FUMB	First Trust Ultra Short Duration Municipal ETF	Reduced	107,001	-1,494	$2,129,319	−2.2%	1.02%
SCHD	Schwab U.S. Dividend Equity ETF	Added	63,928	+2,818	$2,079,577	+7.3%	0.99%
VOO	VANGUARD 500 INDEX FUND	Reduced	2,699	-165	$1,891,621	−3.8%	0.90%
PCAR	Paccar Inc Industrials	Held	16,983	0	$1,864,903	−8.6%	0.89%
FSMB	First Trust Short Duration Managed Municipal ETF	Added	94,681	+3,196	$1,842,492	+0.7%	0.88%

Showing the top 50 of 108 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.