Insight Inv
EL SEGUNDO, CAfiles as Insight Inv LLC
$212m in 109 US stocks at the end of 30 June 2026. The top 10 are 34.7% of the money. It changed about 10.7% of the portfolio this quarter.
Value
$212m
Stocks
109
Top 10 share
34.7%
Turnover
10.7%
What changed this quarter
New
Bought for the first time this quarter.
- Palo Alto NetworksPANW0.2% of the fund
- United RentalsURI0.1% of the fund
- CumminsCMI0.1% of the fund
- ASML Holding NVASML0.1% of the fund
- Spdr Series TrustSPYG<0.1% of the fund
- Spdr Series TrustSDY<0.1% of the fund
- Schwab Strategic TRSCHH<0.1% of the fund
Added
Bought more of a stock they already held.
- First TR Exchange Traded FDRDVY3.3% of the fund+2%
- Vanguard Scottsdale FDSVCSH1.5% of the fund+3%
- First TR Exchange-Traded FDLMBS1.5% of the fund+21%
- EOG ResourcesEOG1.5% of the fund+2%
- Berkley W RWRB1.4% of the fund+10%
- PepsiCoPEP1.3% of the fund+2%
- Berkshire HathawayBRK-B1.3% of the fund+9%
- Ishares TRQUAL1.2% of the fund+8%
- Procter & GamblePG1.1% of the fund+12%
- Schwab Strategic TRSCHD0.9% of the fund+7%
- First TR Exch Traded FD IIIFSMB0.9% of the fund+5%
- Ishares TRIYZ<0.1% of the fund+7%
Cut
Sold some of their stake.
- Marvell TechnologyMRVL6.2% of the fund-3%
- Applied MaterialsAMAT4.7% of the fund-3%
- CorningGLW4.6% of the fund-4%
- AlphabetGOOGL3.1% of the fund-3%
- Cisco SystemsCSCO2.2% of the fund-2%
- Williams SonomaWSM2.1% of the fund-3%
- Johnson Controls InternationalJCI1.4% of the fund-4%
- IntelINTC1.3% of the fund-7%
- MerckMRK1.2% of the fund-2%
- Ishares TRIWF1.0% of the fund-4%
- Vanguard Index FDSVOO0.9% of the fund-3%
- Ishares TRUSMV0.7% of the fund-11%
- Walt DisneyDIS0.6% of the fund-2%
- AT&TT0.6% of the fund-3%
- BroadcomAVGO0.5% of the fund-3%
- Verizon CommunicationsVZ0.4% of the fund-3%
- Bristol-Myers SquibbBMY0.4% of the fund-4%
- CVS HealthCVS0.4% of the fund-9%
- Southern CompanySO0.4% of the fund-2%
- Vanguard Index FDSVTV0.3% of the fund-10%
- Elevance HealthELV0.3% of the fund-24%
- AlphabetGOOG0.3% of the fund-7%
- Labcorp HoldingsLH0.2% of the fund-64%
- Ishares TRIJJ0.2% of the fund-14%
- Bank of New York MellonBNY0.2% of the fund-2%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- MedtronicMDT-100%
Holdings
- First TR Exchange Traded FDRDVY
- Share
- 3.3%
- Value
- $7m
- Shares
- 87,609
+2%
- Vanguard Scottsdale FDSVCSH
- Share
- 1.5%
- Value
- $3m
- Shares
- 40,400
+3%
- First TR Exchange-Traded FDLMBS
- Share
- 1.5%
- Value
- $3m
- Shares
- 62,900
+21%
- Ishares TRQUAL
- Share
- 1.2%
- Value
- $2m
- Shares
- 11,364
+8%
- Ishares TRIWF
- Share
- 1.0%
- Value
- $2m
- Shares
- 17,790
-4%
- First TR Exch Traded FD IIIFUMB
- Share
- 1.0%
- Value
- $2m
- Shares
- 108,495
Held
- Ishares TRIWD
- Share
- 1.0%
- Value
- $2m
- Shares
- 8,971
Held
- Vanguard Index FDSVOO
- Share
- 0.9%
- Value
- $2m
- Shares
- 2,864
-3%
- Schwab Strategic TRSCHD
- Share
- 0.9%
- Value
- $2m
- Shares
- 61,110
+7%
- First TR Exch Traded FD IIIFSMB
- Share
- 0.9%
- Value
- $2m
- Shares
- 91,485
+5%
- Vanguard Scottsdale FDSVCIT
- Share
- 0.8%
- Value
- $2m
- Shares
- 20,631
Held
- Ishares TRUSMV
- Share
- 0.7%
- Value
- $2m
- Shares
- 15,596
-11%
- Vanguard Index FDSVTV
- Share
- 0.3%
- Value
- $721,130
- Shares
- 3,309
-10%
- Ishares TRIJH
- Share
- 0.3%
- Value
- $648,881
- Shares
- 8,415
Held
- First TR Exchange Traded FDSDVY
- Share
- 0.3%
- Value
- $588,645
- Shares
- 13,645
Held
- Sprott Asset Management LPPSLV
- Share
- 0.2%
- Value
- $485,903
- Shares
- 25,750
Held
- ETF SER SolutionsUFOX
- Share
- 0.2%
- Value
- $396,021
- Shares
- 4,167
Held
- Ishares TRIJJ
- Share
- 0.2%
- Value
- $346,279
- Shares
- 2,344
-14%
- Ishares TRIJK
- Share
- 0.1%
- Value
- $294,808
- Shares
- 2,509
Held
- Ishares TRIWS
- Share
- 0.1%
- Value
- $288,379
- Shares
- 1,752
Held
- Invesco Exchange Traded FD TPRF
- Share
- 0.1%
- Value
- $281,226
- Shares
- 5,205
Held
- Ishares TRIJR
- Share
- 0.1%
- Value
- $254,500
- Shares
- 1,716
-6%
- Spdr Series TrustSPYG
- Share
- <0.1%
- Value
- $204,068
- Shares
- 1,715
New
- Ishares TRIEFA
- Share
- <0.1%
- Value
- $181,860
- Shares
- 1,883
-27%
- Ishares TRIVV
- Share
- <0.1%
- Value
- $175,240
- Shares
- 234
Held
- Ishares TRIJS
- Share
- <0.1%
- Value
- $169,210
- Shares
- 1,238
-19%
- Ishares TRIVW
- Share
- <0.1%
- Value
- $153,071
- Shares
- 1,113
Held
- Vanguard Index FDSVBR
- Share
- <0.1%
- Value
- $142,149
- Shares
- 585
-41%
- Ishares TRDVY
- Share
- <0.1%
- Value
- $126,916
- Shares
- 812
Held
- Ishares TRIJT
- Share
- <0.1%
- Value
- $123,591
- Shares
- 692
Held
- Vanguard Index FDSVUG
- Share
- <0.1%
- Value
- $115,255
- Shares
- 1,338
Held
- Ishares TRIVE
- Share
- <0.1%
- Value
- $85,375
- Shares
- 376
Held
- Vanguard Index FDSVO
- Share
- <0.1%
- Value
- $62,526
- Shares
- 776
Held
- Ishares TRIWN
- Share
- <0.1%
- Value
- $44,240
- Shares
- 200
Held
- First TR Exchange-Traded FDFTSM
- Share
- <0.1%
- Value
- $41,811
- Shares
- 700
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Marvell TechnologyMRVL | 6.2% | $13m | 44,189 | -3% |
| Applied MaterialsAMAT | 4.7% | $10m | 13,858 | -3% |
| CorningGLW | 4.6% | $10m | 38,535 | -4% |
| AppleAAPL | 4.3% | $9m | 31,410 | Held |
| First TR Exchange Traded FDRDVY | 3.3% | $7m | 87,609 | +2% |
| AlphabetGOOGL | 3.1% | $7m | 18,409 | -3% |
| Cisco SystemsCSCO | 2.2% | $5m | 39,698 | -2% |
| JPMorgan ChaseJPM | 2.1% | $4m | 13,625 | Held |
| Williams SonomaWSM | 2.1% | $4m | 18,683 | -3% |
| International Business MachinesIBM | 2.0% | $4m | 15,213 | Held |
| Amazon.comAMZN | 2.0% | $4m | 17,673 | Held |
| MicrosoftMSFT | 2.0% | $4m | 11,286 | Held |
| Morgan StanleyMS | 1.9% | $4m | 19,192 | Held |
| American ExpressAXP | 1.9% | $4m | 11,764 | Held |
| Graham HoldingsGHC | 1.8% | $4m | 3,438 | Held |
| Madison Square Garden SportsMSGS | 1.8% | $4m | 9,453 | Held |
| CitigroupC | 1.8% | $4m | 26,925 | Held |
| WalmartWMT | 1.7% | $4m | 32,245 | Held |
| RTXRTX | 1.6% | $3m | 17,816 | Held |
| AllstateALL | 1.5% | $3m | 13,638 | Held |
| General DynamicsGD | 1.5% | $3m | 9,067 | Held |
| Vanguard Scottsdale FDSVCSH | 1.5% | $3m | 40,400 | +3% |
| PNC Financial Services GroupPNC | 1.5% | $3m | 12,919 | Held |
| AmgenAMGN | 1.5% | $3m | 8,724 | Held |
| First TR Exchange-Traded FDLMBS | 1.5% | $3m | 62,900 | +21% |
| EOG ResourcesEOG | 1.5% | $3m | 24,077 | +2% |
| QualcommQCOM | 1.5% | $3m | 16,845 | Held |
| TJX CompaniesTJX | 1.5% | $3m | 20,494 | Held |
| Johnson & JohnsonJNJ | 1.4% | $3m | 12,074 | Held |
| Berkley W RWRB | 1.4% | $3m | 40,655 | +10% |
| Johnson Controls InternationalJCI | 1.4% | $3m | 19,609 | -4% |
| ChevronCVX | 1.4% | $3m | 17,277 | Held |
| IntelINTC | 1.3% | $3m | 20,461 | -7% |
| PepsiCoPEP | 1.3% | $3m | 20,335 | +2% |
| Berkshire HathawayBRK-B | 1.3% | $3m | 5,451 | +9% |
| MerckMRK | 1.2% | $3m | 20,428 | -2% |
| Emerson ElectricEMR | 1.2% | $3m | 18,259 | Held |
| OracleORCL | 1.2% | $3m | 17,084 | Held |
| Ishares TRQUAL | 1.2% | $2m | 11,364 | +8% |
| Procter & GamblePG | 1.1% | $2m | 16,496 | +12% |
| Ishares TRIWF | 1.0% | $2m | 17,790 | -4% |
| First TR Exch Traded FD IIIFUMB | 1.0% | $2m | 108,495 | Held |
| Ishares TRIWD | 1.0% | $2m | 8,971 | Held |
| PaccarPCAR | 1.0% | $2m | 16,983 | Held |
| Vanguard Index FDSVOO | 0.9% | $2m | 2,864 | -3% |
| Schwab Strategic TRSCHD | 0.9% | $2m | 61,110 | +7% |
| BPBP | 0.9% | $2m | 52,121 | Held |
| First TR Exch Traded FD IIIFSMB | 0.9% | $2m | 91,485 | +5% |
| Vanguard Scottsdale FDSVCIT | 0.8% | $2m | 20,631 | Held |
| Lincoln NationalLNC | 0.8% | $2m | 47,727 | Held |
| Ishares TRUSMV | 0.7% | $2m | 15,596 | -11% |
| Lowe's CompaniesLOW | 0.7% | $1m | 6,545 | Held |
| Walt DisneyDIS | 0.6% | $1m | 13,911 | -2% |
| AT&TT | 0.6% | $1m | 58,051 | -3% |
| BroadcomAVGO | 0.5% | $1m | 2,726 | -3% |
| Verizon CommunicationsVZ | 0.4% | $853,236 | 20,152 | -3% |
| Bristol-Myers SquibbBMY | 0.4% | $847,648 | 14,711 | -4% |
| CVS HealthCVS | 0.4% | $839,497 | 8,115 | -9% |
| Southern CompanySO | 0.4% | $833,156 | 8,705 | -2% |
| Texas Pacific LandTPL | 0.3% | $739,612 | 1,690 | Held |
| Vanguard Index FDSVTV | 0.3% | $721,130 | 3,309 | -10% |
| Ishares TRIJH | 0.3% | $648,881 | 8,415 | Held |
| Elevance HealthELV | 0.3% | $625,729 | 1,618 | -24% |
| AlphabetGOOG | 0.3% | $616,561 | 1,745 | -7% |
| First TR Exchange Traded FDSDVY | 0.3% | $588,645 | 13,645 | Held |
| VisaV | 0.2% | $512,920 | 1,495 | Held |
| Costco WholesaleCOST | 0.2% | $498,606 | 533 | Held |
| Sprott Asset Management LPPSLV | 0.2% | $485,903 | 25,750 | Held |
| Home DepotHD | 0.2% | $448,382 | 1,271 | Held |
| ETF SER SolutionsUFOX | 0.2% | $396,021 | 4,167 | Held |
| Labcorp HoldingsLH | 0.2% | $394,800 | 1,410 | -64% |
| Palo Alto NetworksPANW | 0.2% | $384,671 | 1,128 | New |
| Ishares TRIJJ | 0.2% | $346,279 | 2,344 | -14% |
| AbbVieABBV | 0.2% | $334,178 | 1,328 | Held |
| Bank of New York MellonBNY | 0.2% | $318,865 | 2,205 | -2% |
| Thermo Fisher ScientificTMO | 0.1% | $300,816 | 600 | Held |
| Ishares TRIJK | 0.1% | $294,808 | 2,509 | Held |
| NvidiaNVDA | 0.1% | $288,730 | 1,443 | Held |
| Ishares TRIWS | 0.1% | $288,379 | 1,752 | Held |
| Invesco Exchange Traded FD TPRF | 0.1% | $281,226 | 5,205 | Held |
| Royal GoldRGLD | 0.1% | $279,454 | 1,400 | -8% |
| McDonald'sMCD | 0.1% | $265,444 | 982 | Held |
| United RentalsURI | 0.1% | $258,299 | 228 | New |
| Ishares TRIJR | 0.1% | $254,500 | 1,716 | -6% |
| CumminsCMI | 0.1% | $249,624 | 350 | New |
| ASML Holding NVASML | 0.1% | $234,754 | 118 | New |
| Spdr Series TrustSPYG | <0.1% | $204,068 | 1,715 | New |
| Paramount SkydancePSKY | <0.1% | $193,798 | 19,655 | -4% |
| Ishares TRIEFA | <0.1% | $181,860 | 1,883 | -27% |
| Ishares TRIVV | <0.1% | $175,240 | 234 | Held |
| Ishares TRIJS | <0.1% | $169,210 | 1,238 | -19% |
| Ishares TRIVW | <0.1% | $153,071 | 1,113 | Held |
| Vanguard Index FDSVBR | <0.1% | $142,149 | 585 | -41% |
| Ishares TRDVY | <0.1% | $126,916 | 812 | Held |
| Ishares TRIJT | <0.1% | $123,591 | 692 | Held |
| Vanguard Index FDSVUG | <0.1% | $115,255 | 1,338 | Held |
| Ishares TRIVE | <0.1% | $85,375 | 376 | Held |
| Vanguard Index FDSVO | <0.1% | $62,526 | 776 | Held |
| Ishares TRIWN | <0.1% | $44,240 | 200 | Held |
| First TR Exchange-Traded FDFTSM | <0.1% | $41,811 | 700 | Held |
Showing the largest 100 of 109.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 42.3% since 30 June 2025.
Where the money is
Technology30.8%
Financial services14.5%
Retail & consumer10.2%
Industrials7.0%
Health care5.7%
Media & telecom5.1%
Everyday goods4.4%
Energy4.1%
Utilities0.4%
Materials0.1%
Other17.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.