Filed: 1/21/2025ACC: 0001398344-25-000853
📋 What this filing means
INSIGHT INV LLC filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $143.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$143.63M
Total AUM (reported)
1.45M
Total Shares
Allocation by class
COM$100.41M69.9%
COM NEW$4.21M2.9%
RISNG DIVD ACHIV$3.53M2.5%
CAP STK CL A$3.35M2.3%
SHS$2.67M1.9%
CL A$2.51M1.8%
COM CL B$2.38M1.7%
Portfolio Concentration
Top 3$16.29M11.3%
4–10$25.17M17.5%
11–25$37.14M25.9%
Rest$65.02M45.3%
Top 3 weight
11.3%
Top 10 weight
28.9%
Voting Authority Distribution
Total shares with voting rights: 1.45M
Sole
Full voting authority
1.45M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole124
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings124
Rows:
APPLE INC
SOLEShares31.12K
TypeSH
Market value$7.79M
5.43%
Sole
31.12K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.53K
TypeSH
Market value$4.44M
3.09%
Sole
10.53K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares18.53K
TypeSH
Market value$4.07M
2.83%
Sole
18.53K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares21.79K
TypeSH
Market value$4.03M
2.81%
Sole
21.79K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares36.41K
TypeSH
Market value$4.02M
2.80%
Sole
36.41K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares12.02K
TypeSH
Market value$3.57M
2.48%
Sole
12.02K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares59.73K
TypeSH
Market value$3.53M
2.46%
Sole
59.73K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares17.68K
TypeSH
Market value$3.35M
2.33%
Sole
17.68K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares15.21K
TypeSH
Market value$3.34M
2.33%
Sole
15.21K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares13.87K
TypeSH
Market value$3.33M
2.32%
Sole
13.87K
Shared
0.00
None
0.00
WALMART INC
SOLEShares34.34K
TypeSH
Market value$3.11M
2.16%
Sole
34.34K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares17.13K
TypeSH
Market value$2.85M
1.99%
Sole
17.13K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares18.25K
TypeSH
Market value$2.64M
1.84%
Sole
18.25K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares17.18K
TypeSH
Market value$2.64M
1.84%
Sole
17.18K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares24.34K
TypeSH
Market value$2.62M
1.82%
Sole
24.34K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares21.43K
TypeSH
Market value$2.59M
1.80%
Sole
21.43K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares13.19K
TypeSH
Market value$2.55M
1.78%
Sole
13.19K
Shared
0.00
None
0.00
GRAHAM HLDGS CO
SOLEShares2.72K
TypeSH
Market value$2.38M
1.65%
Sole
2.72K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares39.96K
TypeSH
Market value$2.37M
1.65%
Sole
39.96K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares30.32K
TypeSH
Market value$2.37M
1.65%
Sole
30.32K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares18.29K
TypeSH
Market value$2.30M
1.60%
Sole
18.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.64K
TypeSH
Market value$2.27M
1.58%
Sole
5.64K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.97K
TypeSH
Market value$2.25M
1.57%
Sole
4.97K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares18.39K
TypeSH
Market value$2.13M
1.48%
Sole
18.39K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares18.76K
TypeSH
Market value$2.09M
1.45%
Sole
18.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 31.12K | SH | $7.79M 5.43% | 31.12K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.53K | SH | $4.44M 3.09% | 10.53K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 18.53K | SH | $4.07M 2.83% | 18.53K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 21.79K | SH | $4.03M 2.81% | 21.79K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 36.41K | SH | $4.02M 2.80% | 36.41K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 12.02K | SH | $3.57M 2.48% | 12.02K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | RISNG DIVD ACHIV | 59.73K | SH | $3.53M 2.46% | 59.73K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 17.68K | SH | $3.35M 2.33% | 17.68K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 15.21K | SH | $3.34M 2.33% | 15.21K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 13.87K | SH | $3.33M 2.32% | 13.87K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 34.34K | SH | $3.11M 2.16% | 34.34K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 17.13K | SH | $2.85M 1.99% | 17.13K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 18.25K | SH | $2.64M 1.84% | 18.25K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 17.18K | SH | $2.64M 1.84% | 17.18K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 24.34K | SH | $2.62M 1.82% | 24.34K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 21.43K | SH | $2.59M 1.80% | 21.43K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 13.19K | SH | $2.55M 1.78% | 13.19K | 0.00 | 0.00 |
GRAHAM HLDGS COSOLE | COM CL B | 2.72K | SH | $2.38M 1.65% | 2.72K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 39.96K | SH | $2.37M 1.65% | 39.96K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 30.32K | SH | $2.37M 1.65% | 30.32K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 18.29K | SH | $2.30M 1.60% | 18.29K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 5.64K | SH | $2.27M 1.58% | 5.64K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.97K | SH | $2.25M 1.57% | 4.97K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 18.39K | SH | $2.13M 1.48% | 18.39K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 18.76K | SH | $2.09M 1.45% | 18.76K | 0.00 | 0.00 |
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