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Insight Inv LLC
Period ended Sep 30, 2026 · Latest filing Oct 27, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $210,418,589
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MARVELL TECHNOLOGY INC · COM · 573874104 · shares: $11,596,177
- APPLE INC · COM · 037833100 · shares: $10,365,581
- APPLIED MATLS INC · COM · 038222105 · shares: $7,075,454
- FIRST TR EXCHANGE TRADED FD · RISNG DIVD ACHIV · 33738R506 · shares: $6,821,151
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $6,299,312
- MICROSOFT CORP · COM · 594918104 · shares: $6,141,750
- CORNING INC · COM · 219350105 · shares: $5,912,841
- AMAZON COM INC · COM · 023135106 · shares: $4,545,243
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $4,501,604
- CISCO SYS INC · COM · 17275R102 · shares: $4,270,005
Reported holdings
108 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 43,890 shares | $11,596,177 |
| APPLE INC | COM | 037833100 | — | 31,126 shares | $10,365,581 |
| APPLIED MATLS INC | COM | 038222105 | — | 13,836 shares | $7,075,454 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | — | 87,127 shares | $6,821,151 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 18,308 shares | $6,299,312 |
| MICROSOFT CORP | COM | 594918104 | — | 11,975 shares | $6,141,750 |
| CORNING INC | COM | 219350105 | — | 38,455 shares | $5,912,841 |
| AMAZON COM INC | COM | 023135106 | — | 18,243 shares | $4,545,243 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 13,607 shares | $4,501,604 |
| CISCO SYS INC | COM | 17275R102 | — | 39,673 shares | $4,270,005 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 18,643 shares | $4,249,485 |
| CHEVRON CORPORATION | COM | 166764100 | — | 19,205 shares | $3,921,943 |
| GRAHAM HLDGS CO | COM CL B | 384637104 | — | 3,433 shares | $3,895,322 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 23,918 shares | $3,892,655 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 17,678 shares | $3,887,923 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 12,414 shares | $3,775,097 |
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | — | 9,228 shares | $3,739,278 |
| AMGEN INC | COM | 031162100 | — | 8,714 shares | $3,673,038 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 19,144 shares | $3,600,604 |
| RTX CORPORATION | COM | 75513E101 | — | 18,771 shares | $3,484,836 |
| CITIGROUP INC | COM NEW | 172967424 | — | 26,816 shares | $3,472,136 |
| EOG RES INC | COM | 26875P101 | — | 24,605 shares | $3,389,585 |
| QUALCOMM INC | COM | 747525103 | — | 18,195 shares | $3,348,608 |
| WALMART INC | COM | 931142103 | — | 32,145 shares | $3,340,508 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 12,074 shares | $3,196,471 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | — | 65,489 shares | $3,173,576 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 9,177 shares | $3,045,204 |
| ALLSTATE CORP | COM | 020002101 | — | 13,682 shares | $3,035,489 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 39,287 shares | $3,034,921 |
| PEPSICO INC | COM | 713448108 | — | 23,660 shares | $2,998,195 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 20,551 shares | $2,985,649 |
| MERCK & CO INC | COM | 58933Y105 | — | 20,428 shares | $2,968,393 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 5,851 shares | $2,913,505 |
| BERKLEY W R CORP | COM | 084423102 | — | 42,475 shares | $2,868,762 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 12,884 shares | $2,863,598 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 19,259 shares | $2,862,850 |
| EMERSON ELEC CO | COM | 291011104 | — | 18,359 shares | $2,847,481 |
| ORACLE CORP | COM | 68389X105 | — | 20,614 shares | $2,830,302 |
| TJX COS INC NEW | COM | 872540109 | — | 20,459 shares | $2,706,930 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 11,797 shares | $2,621,765 |
| INTEL CORP | COM | 458140100 | — | 20,437 shares | $2,457,141 |
| BP PLC | SPONSORED ADR | 055622104 | — | 51,946 shares | $2,285,105 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 8,971 shares | $2,224,180 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 17,590 shares | $2,203,375 |
| LINCOLN NATL CORP IND | COM | 534187109 | — | 53,302 shares | $2,145,939 |
| FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | 33740J104 | — | 107,001 shares | $2,129,325 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 63,928 shares | $2,079,572 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 2,699 shares | $1,891,446 |
| PACCAR INC | COM | 693718108 | — | 16,983 shares | $1,864,903 |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 33739P830 | — | 94,681 shares | $1,842,497 |
| DISNEY WALT CO | COM | 254687106 | — | 17,321 shares | $1,817,005 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 16,017 shares | $1,560,734 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 19,641 shares | $1,538,087 |
| AT&T INC | COM | 00206R102 | — | 58,051 shares | $1,416,444 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 27,152 shares | $1,245,462 |
| LOWES COS INC | COM | 548661107 | — | 6,545 shares | $1,206,178 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 18,756 shares | $1,170,374 |
| BROADCOM INC | COM | 11135F101 | — | 2,716 shares | $953,832 |
| SOUTHERN CO | COM | 842587107 | — | 8,705 shares | $721,557 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 3,274 shares | $707,446 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 8,415 shares | $605,459 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,680 shares | $572,443 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 1,690 shares | $550,653 |
| VISA INC | COM CL A | 92826C839 | — | 1,495 shares | $537,198 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 | — | 13,069 shares | $530,340 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 | — | 25,750 shares | $498,778 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 533 shares | $485,211 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 1,128 shares | $448,166 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 589 shares | $397,604 |
| HOME DEPOT INC | COM | 437076102 | — | 1,248 shares | $355,145 |
| ETF SER SOLUTIONS | DEFIANCE SPACE A | 26922A289 | — | 4,160 shares | $353,776 |
| ABBVIE INC | COM | 00287Y109 | — | 1,310 shares | $342,683 |
| ROYAL GOLD INC | COM | 780287108 | — | 1,400 shares | $330,400 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,443 shares | $329,552 |
| ISHARES TR | S&P MC 400VL ETF | 464287705 | — | 2,344 shares | $322,792 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 2,205 shares | $318,909 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | — | 5,205 shares | $283,308 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 1,752 shares | $281,616 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 2,509 shares | $275,011 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 795 shares | $244,947 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 1,716 shares | $233,445 |
| MCDONALDS CORP | COM | 580135101 | — | 951 shares | $219,624 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 118 shares | $213,777 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 1,715 shares | $211,082 |
| UNITED RENTALS INC | COM | 911363109 | — | 204 shares | $204,159 |
| PARAMOUNT SKYDANCE CORP | COM CL B | 69932A204 | — | 19,655 shares | $203,036 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 1,883 shares | $182,425 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 234 shares | $179,209 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 1,238 shares | $158,588 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 1,113 shares | $158,335 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 585 shares | $135,153 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 812 shares | $123,481 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 1,338 shares | $120,567 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 376 shares | $85,833 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 386 shares | $61,887 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 776 shares | $60,861 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | — | 200 shares | $41,890 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | — | 700 shares | $41,657 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 287 shares | $31,197 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 82 shares | $29,266 |