2026 Q2 Portfolio Activity
In 2026 Q2, Insight Inv LLC maintained a portfolio of 111 distinct positions. The most significant new addition was PALO ALTO NETWORKS INC, now representing 0.18% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 8.3%. Conversely, Insight Inv LLC completely exited their position in EXXON MOBIL CORP.
Position History
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Total Positions
111
Quarter
2026 Q2
Top Holding
MRVL (6.2%)
Top 10 Concentration
34.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 111
Insight Inv LLC Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MRVL
MARVELL TECHNOL...
|
Technology | 6.21% | 2.48% |
#1
5
Prev: #6
|
5.0 |
—
|
-1,500 | -3.3% |
P
S
|
44,189 | $13,163,461 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 4.72% | 2.67% |
#2
3
Prev: #5
|
3.9 |
—
|
-405 | -2.8% |
P
S
|
13,858 | $10,019,334 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GLW
CORNING INC
|
Technology | 4.64% | 2.99% |
#3
1
Prev: #4
|
3.4 |
—
|
-1,597 | -4.0% |
P
S
|
38,535 | $9,842,995 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AAPL
APPLE INC
|
Technology | 4.28% | 4.44% |
#4
3
Prev: #1
|
2.7 |
—
|
-560 | -1.8% |
P
S
|
31,410 | $9,088,798 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 3.35% | 3.21% |
#5
3
Prev: #2
|
2.3 |
—
|
1,730 | 2.0% |
P
S
|
87,609 | $7,101,586 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.10% | 2.99% |
#6
3
Prev: #3
|
1.7 |
—
|
-604 | -3.2% |
P
S
|
18,409 | $6,578,714 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CSCO
CISCO SYS INC
|
Technology | 2.20% | 1.73% |
#7
13
Prev: #20
|
1.4 |
—
|
-1,000 | -2.5% |
P
S
|
39,698 | $4,662,927 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.10% | 2.20% |
#8
2
Prev: #10
|
1.3 |
—
|
-39 | -0.3% |
P
S
|
13,625 | $4,459,871 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
WSM
WILLIAMS SONOMA...
|
Consumer Cyclical | 2.05% | 1.93% |
#9
7
Prev: #16
|
1.3 |
—
|
-655 | -3.4% |
P
S
|
18,683 | $4,355,007 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 2.02% | 2.01% |
#10
1
Prev: #11
|
1.3 |
—
|
55 | 0.4% |
P
S
|
15,213 | $4,278,048 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.99% | 2.01% |
#11
1
Prev: #12
|
1.3 |
—
|
80 | 0.5% |
P
S
|
17,673 | $4,212,183 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.98% | 2.32% |
#12
5
Prev: #7
|
1.3 |
—
|
-167 | -1.5% |
P
S
|
11,286 | $4,209,869 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 1.89% | 1.71% |
#13
10
Prev: #23
|
1.3 |
—
|
256 | 1.4% |
P
S
|
19,192 | $4,011,896 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.88% | 1.95% |
#14
1
Prev: #15
|
1.3 |
—
|
-25 | -0.2% |
P
S
|
11,764 | $3,979,173 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GHC
GRAHAM HLDGS CO
|
Consumer Defensive | 1.85% | 1.96% |
#15
1
Prev: #14
|
1.2 |
—
|
53 | 1.6% |
P
S
|
3,438 | $3,924,202 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MSGS
MADISON SQUARE ...
|
Communication Services | 1.79% | 1.69% |
#16
9
Prev: #25
|
1.2 |
—
|
-150 | -1.6% |
P
S
|
9,453 | $3,798,594 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
C
CITIGROUP INC
|
Financial Services | 1.78% | 1.67% |
#17
10
Prev: #27
|
1.2 |
—
|
-55 | -0.2% |
P
S
|
26,925 | $3,768,423 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.72% | 2.22% |
#18
10
Prev: #8
|
1.2 |
—
|
-405 | -1.2% |
P
S
|
32,245 | $3,652,069 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.59% | 1.88% |
#19
2
Prev: #17
|
1.1 |
—
|
29 | 0.2% |
P
S
|
17,816 | $3,380,230 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ALL
ALLSTATE CORP
|
Financial Services | 1.53% | 1.55% |
#20
9
Prev: #29
|
1.1 |
—
|
-27 | -0.2% |
P
S
|
13,638 | $3,245,026 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 1.51% | 1.71% |
#21
Prev: #21
|
1.1 |
—
|
-45 | -0.5% |
P
S
|
9,067 | $3,211,894 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.51% | 1.71% |
#22
Prev: #22
|
1.1 |
—
|
1,074 | 2.7% |
P
S
|
40,400 | $3,192,812 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 1.50% | 1.46% |
#23
8
Prev: #31
|
1.1 |
—
|
106 | 0.8% |
P
S
|
12,919 | $3,180,916 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMGN
AMGEN INC
|
Healthcare | 1.49% | 1.69% |
#24
2
Prev: #26
|
1.1 |
—
|
-42 | -0.5% |
P
S
|
8,724 | $3,159,135 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 1.48% | 1.42% |
#25
7
Prev: #32
|
3.1 |
—
|
10,767 | 20.7% |
P
S
|
62,900 | $3,131,162 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
EOG
EOG RES INC
|
Energy | 1.47% | 1.86% |
#26
8
Prev: #18
|
1.1 |
—
|
556 | 2.4% |
P
S
|
24,077 | $3,123,509 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
QCOM
QUALCOMM INC
|
Technology | 1.47% | 1.20% |
#27
12
Prev: #39
|
1.1 |
—
|
-220 | -1.3% |
P
S
|
16,845 | $3,112,788 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 1.46% | 1.80% |
#28
9
Prev: #19
|
1.1 |
—
|
-132 | -0.6% |
P
S
|
20,494 | $3,104,841 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.45% | 1.62% |
#29
1
Prev: #28
|
1.1 |
—
|
-55 | -0.5% |
P
S
|
12,074 | $3,066,434 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
WRB
BERKLEY W R COR...
|
Financial Services | 1.35% | 1.34% |
#30
6
Prev: #36
|
2.5 |
—
|
3,587 | 9.7% |
P
S
|
40,655 | $2,867,397 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JCI
JOHNSON CONTROL...
|
Industrials | 1.35% | 1.46% |
#31
1
Prev: #30
|
1.0 |
—
|
-780 | -3.8% |
P
S
|
19,609 | $2,865,071 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.35% | 1.96% |
#32
19
Prev: #13
|
1.0 |
—
|
-21 | -0.1% |
P
S
|
17,277 | $2,863,909 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
INTC
INTEL CORP
|
Technology | 1.35% | 0.53% |
#33
24
Prev: #57
|
1.0 |
—
|
-1,521 | -6.9% |
P
S
|
20,461 | $2,856,969 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.30% | 1.69% |
#34
10
Prev: #24
|
1.0 |
—
|
440 | 2.2% |
P
S
|
20,335 | $2,753,359 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.29% | 1.32% |
#35
2
Prev: #37
|
2.5 |
—
|
435 | 8.7% |
P
S
|
5,451 | $2,727,626 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.24% | 1.38% |
#36
3
Prev: #33
|
1.0 |
—
|
-476 | -2.3% |
P
S
|
20,428 | $2,624,998 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 1.23% | 1.31% |
#37
1
Prev: #38
|
1.0 |
—
|
42 | 0.2% |
P
S
|
18,259 | $2,613,776 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ORCL
ORACLE CORP
|
Technology | 1.18% | 1.35% |
#38
3
Prev: #35
|
1.0 |
—
|
259 | 1.5% |
P
S
|
17,084 | $2,503,660 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
QUAL
ISHARES TR
|
ETF | 1.18% | 1.10% |
#39
3
Prev: #42
|
2.5 |
—
|
875 | 8.3% |
P
S
|
11,364 | $2,493,603 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.14% | 1.17% |
#40
1
Prev: #41
|
2.5 |
—
|
1,740 | 11.8% |
P
S
|
16,496 | $2,418,973 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IWF
ISHARES TR
|
ETF | 1.04% | 1.08% |
#41
3
Prev: #44
|
3.4 |
—
|
13,141 | 282.7% |
P
S
|
17,790 | $2,209,035 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FUMB
FIRST TR EXCH T...
|
ETF | 1.03% | 1.20% |
#42
2
Prev: #40
|
0.9 |
—
|
-450 | -0.4% |
P
S
|
108,495 | $2,175,867 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IWD
ISHARES TR
|
ETF | 1.03% | 1.05% |
#43
2
Prev: #45
|
1.4 |
—
|
no change | no change |
P
S
|
8,971 | $2,174,840 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PCAR
PACCAR INC
|
Industrials | 0.96% | 1.09% |
#44
1
Prev: #43
|
0.9 |
—
|
-250 | -1.5% |
P
S
|
16,983 | $2,039,998 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.93% | 0.96% |
#45
1
Prev: #46
|
0.9 |
—
|
-82 | -2.8% |
P
S
|
2,864 | $1,966,857 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.91% | 0.96% |
#46
1
Prev: #47
|
2.4 |
—
|
4,171 | 7.3% |
P
S
|
61,110 | $1,937,790 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BP
BP PLC
|
Energy | 0.91% | 1.36% |
#47
13
Prev: #34
|
0.9 |
—
|
-800 | -1.5% |
P
S
|
52,121 | $1,925,871 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FSMB
FIRST TR EXCH T...
|
ETF | 0.86% | 0.95% |
#48
2
Prev: #50
|
2.3 |
—
|
4,675 | 5.4% |
P
S
|
91,485 | $1,828,785 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.80% | 0.95% |
#49
Prev: #49
|
0.8 |
—
|
-390 | -1.9% |
P
S
|
20,631 | $1,705,152 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
LNC
LINCOLN NATL CO...
|
Financial Services | 0.80% | 0.94% |
#50
1
Prev: #51
|
0.8 |
—
|
-850 | -1.7% |
P
S
|
47,727 | $1,687,149 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 |
Showing 1-50 of 111 holdings