Insight Inv LLC

CIK

1909322

Location

EL SEGUNDO, CA

Portfolio Value

Micro $13,388,514

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

5 positions · $13,388,514 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Reduced	32,650	-4	$4,057,742	+11.5%	30.31%
GHC	Graham Holdings Co Consumer Defensive	Added	3,385	+152	$3,578,825	+0.8%	26.73%
PEP	Pepsico Inc Consumer Defensive	Added	19,895	+585	$3,089,494	+11.5%	23.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	14,756	+770	$2,131,356	+6.3%	15.92%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	533	-9	$531,097	+13.6%	3.97%