AI Portfolio Summary
In 2026 Q1, Insight Inv LLC maintained a portfolio of 112 distinct positions. They heavily accumulated shares in FIRST TR EXCHANGE TR, increasing their position by 14.1%. The fund also reduced its exposure to FIRST TR EXCH TRADED by 16.7%.
Total Positions
112
Quarter
2026 Q1
Top Holding
AAPL (4.4%)
Top 10 Concentration
27.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 112
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 4.44% | 4.89% |
#1
Prev: #1
|
4.3 | -91 | -0.3% |
P
S
|
31,970 | $8,113,666 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 3.21% | 2.93% |
#2
1
Prev: #3
|
4.8 | 10,588 | 14.1% |
P
S
|
85,879 | $5,863,818 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.99% | 3.35% |
#3
1
Prev: #2
|
2.7 | -51 | -0.3% |
P
S
|
19,013 | $5,467,378 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GLW
CORNING INC
|
Technology | 2.99% | 2.06% |
#4
7
Prev: #11
|
2.2 | -1,900 | -4.5% |
P
S
|
40,132 | $5,456,748 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 2.67% | 2.09% |
#5
5
Prev: #10
|
2.1 | -215 | -1.5% |
P
S
|
14,263 | $4,874,951 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 2.48% | 2.17% |
#6
3
Prev: #9
|
1.5 | 200 | 0.4% |
P
S
|
45,689 | $4,525,495 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.32% | 2.68% |
#7
3
Prev: #4
|
2.9 | 1,571 | 15.9% |
P
S
|
11,453 | $4,239,577 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.22% | 2.04% |
#8
4
Prev: #12
|
1.4 | -4 | -0.0% |
P
S
|
32,650 | $4,057,742 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 2.21% | 1.61% |
#9
14
Prev: #23
|
1.4 | -40 | -0.2% |
P
S
|
23,829 | $4,042,828 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.20% | 2.46% |
#10
3
Prev: #7
|
1.4 | 65 | 0.5% |
P
S
|
13,664 | $4,019,402 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 2.01% | 2.50% |
#11
6
Prev: #5
|
1.3 | 80 | 0.5% |
P
S
|
15,158 | $3,674,148 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.01% | 2.26% |
#12
4
Prev: #8
|
1.3 | 131 | 0.8% |
P
S
|
17,593 | $3,664,094 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.96% | 1.46% |
#13
16
Prev: #29
|
1.3 | 240 | 1.4% |
P
S
|
17,298 | $3,579,047 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GHC
GRAHAM HLDGS CO
|
Consumer Defensive | 1.96% | 1.99% |
#14
1
Prev: #13
|
1.3 | 152 | 4.7% |
P
S
|
3,385 | $3,578,825 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.95% | 2.46% |
#15
9
Prev: #6
|
1.3 | -75 | -0.6% |
P
S
|
11,789 | $3,565,937 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
WSM
WILLIAMS SONOMA...
|
Consumer Cyclical | 1.93% | 1.99% |
#16
2
Prev: #14
|
1.3 | -501 | -2.5% |
P
S
|
19,338 | $3,525,898 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.88% | 1.82% |
#17
1
Prev: #16
|
1.3 | 125 | 0.7% |
P
S
|
17,787 | $3,431,112 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
EOG
EOG RES INC
|
Energy | 1.86% | 1.28% |
#18
21
Prev: #39
|
2.7 | 1,781 | 8.2% |
P
S
|
23,521 | $3,400,431 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 1.80% | 1.76% |
#19
Prev: #19
|
1.2 | 141 | 0.7% |
P
S
|
20,626 | $3,293,972 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CSCO
CISCO SYS INC
|
Technology | 1.73% | 1.76% |
#20
Prev: #20
|
1.2 | 25 | 0.1% |
P
S
|
40,698 | $3,157,758 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 1.71% | 1.69% |
#21
Prev: #21
|
1.2 | 145 | 1.6% |
P
S
|
9,112 | $3,127,421 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.71% | 1.37% |
#22
11
Prev: #33
|
3.2 | 8,699 | 28.4% |
P
S
|
39,326 | $3,117,372 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 1.71% | 1.89% |
#23
8
Prev: #15
|
1.2 | -30 | -0.2% |
P
S
|
18,936 | $3,116,298 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.69% | 1.55% |
#24
2
Prev: #26
|
1.2 | 585 | 3.0% |
P
S
|
19,895 | $3,089,495 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MSGS
MADISON SQUARE ...
|
Communication Services | 1.69% | 1.38% |
#25
7
Prev: #32
|
1.2 | 93 | 1.0% |
P
S
|
9,603 | $3,086,404 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AMGN
AMGEN INC
|
Healthcare | 1.69% | 1.60% |
#26
2
Prev: #24
|
1.2 | 33 | 0.4% |
P
S
|
8,766 | $3,084,317 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
C
CITIGROUP INC
|
Financial Services | 1.67% | 1.78% |
#27
9
Prev: #18
|
1.2 | -168 | -0.6% |
P
S
|
26,980 | $3,059,802 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.62% | 1.41% |
#28
2
Prev: #30
|
1.1 | -47 | -0.4% |
P
S
|
12,129 | $2,964,813 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ALL
ALLSTATE CORP
|
Financial Services | 1.55% | 1.56% |
#29
4
Prev: #25
|
1.1 | 260 | 1.9% |
P
S
|
13,665 | $2,833,301 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
JCI
JOHNSON CONTROL...
|
Industrials | 1.46% | 1.36% |
#30
6
Prev: #36
|
1.1 | 200 | 1.0% |
P
S
|
20,389 | $2,669,940 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 1.46% | 1.48% |
#31
4
Prev: #27
|
1.1 | 181 | 1.4% |
P
S
|
12,813 | $2,666,257 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 1.42% | 1.32% |
#32
5
Prev: #37
|
2.6 | 4,901 | 10.4% |
P
S
|
52,133 | $2,596,745 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.38% | 1.23% |
#33
7
Prev: #40
|
1.1 | 110 | 0.5% |
P
S
|
20,904 | $2,514,542 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
BP
BP PLC
|
Energy | 1.36% | 1.01% |
#34
12
Prev: #46
|
1.0 | 1,275 | 2.5% |
P
S
|
52,921 | $2,487,287 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ORCL
ORACLE CORP
|
Technology | 1.35% | 1.79% |
#35
18
Prev: #17
|
1.0 | 401 | 2.4% |
P
S
|
16,825 | $2,475,126 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
WRB
BERKLEY W R COR...
|
Financial Services | 1.34% | 1.36% |
#36
1
Prev: #35
|
2.5 | 2,450 | 7.1% |
P
S
|
37,068 | $2,456,867 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.32% | 1.36% |
#37
3
Prev: #34
|
1.0 | 180 | 3.7% |
P
S
|
5,016 | $2,403,667 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 1.31% | 1.30% |
#38
Prev: #38
|
1.0 | 760 | 4.4% |
P
S
|
18,217 | $2,386,791 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
QCOM
QUALCOMM INC
|
Technology | 1.20% | 1.62% |
#39
17
Prev: #22
|
1.0 | 179 | 1.1% |
P
S
|
17,065 | $2,197,631 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
FUMB
FIRST TR EXCH T...
|
ETF | 1.20% | 1.47% |
#40
12
Prev: #28
|
1.0 | -21,800 | -16.7% |
P
S
|
108,945 | $2,184,347 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.17% | 1.12% |
#41
2
Prev: #43
|
2.5 | 770 | 5.5% |
P
S
|
14,756 | $2,131,357 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
QUAL
ISHARES TR
|
ETF | 1.10% | 0.77% |
#42
9
Prev: #51
|
3.4 | 3,565 | 51.5% |
P
S
|
10,489 | $2,011,895 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
PCAR
PACCAR INC
|
Industrials | 1.09% | 1.05% |
#43
1
Prev: #44
|
0.9 | 50 | 0.3% |
P
S
|
17,233 | $1,990,412 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IWF
ISHARES TR
|
ETF | 1.08% | 1.38% |
#44
13
Prev: #31
|
0.9 | -550 | -10.6% |
P
S
|
4,649 | $1,982,508 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IWD
ISHARES TR
|
ETF | 1.05% | 1.15% |
#45
3
Prev: #42
|
0.9 | -796 | -8.1% |
P
S
|
8,971 | $1,916,834 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.96% | 1.01% |
#46
1
Prev: #45
|
0.9 | 76 | 2.6% |
P
S
|
2,946 | $1,760,382 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.96% | 0.50% |
#47
11
Prev: #58
|
3.4 | 24,710 | 76.7% |
P
S
|
56,939 | $1,746,898 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
T
AT&T INC
|
Communication Services | 0.95% | 0.83% |
#48
2
Prev: #50
|
0.9 | 497 | 0.8% |
P
S
|
60,026 | $1,740,154 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.95% | 0.58% |
#49
5
Prev: #54
|
3.4 | 8,660 | 70.1% |
P
S
|
21,021 | $1,739,488 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
FSMB
FIRST TR EXCH T...
|
ETF | 0.95% | 0.99% |
#50
3
Prev: #47
|
0.9 | -1,425 | -1.6% |
P
S
|
86,810 | $1,732,728 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 |
Showing 1-50 of 112 holdings