Filed: 4/25/2025ACC: 0001398344-25-007728
📋 What this filing means
INSIGHT INV LLC filed this quarterly 13F‑HR report disclosing 133 equity positions with a total reported market value of $145.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
133
Positions
$145.38M
Total AUM (reported)
2.11M
Total Shares
Allocation by class
COM$99.37M68.4%
RISNG DIVD ACHIV$4.38M3.0%
COM NEW$4.08M2.8%
SHS$2.96M2.0%
CAP STK CL A$2.80M1.9%
COM CL B$2.61M1.8%
CL B NEW$2.54M1.7%
Portfolio Concentration
Top 3$15.40M10.6%
4–10$23.39M16.1%
11–25$37.87M26.1%
Rest$68.72M47.3%
Top 3 weight
10.6%
Top 10 weight
26.7%
Voting Authority Distribution
Total shares with voting rights: 2.11M
Sole
Full voting authority
2.11M
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)
Sole133
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings133
Rows:
APPLE INC
SOLEShares68.73K
TypeSH
Market value$6.96M
4.79%
Sole
68.73K
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD
SOLEShares74.85K
TypeSH
Market value$4.38M
3.01%
Sole
74.85K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares50.13K
TypeSH
Market value$4.05M
2.79%
Sole
50.13K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares15.21K
TypeSH
Market value$3.78M
2.60%
Sole
15.21K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares38.80K
TypeSH
Market value$3.56M
2.45%
Sole
38.80K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares21.61K
TypeSH
Market value$3.42M
2.35%
Sole
21.61K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares29.38K
TypeSH
Market value$3.39M
2.33%
Sole
29.38K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares12.02K
TypeSH
Market value$3.23M
2.22%
Sole
12.02K
Shared
0.00
None
0.00
WALMART INC
SOLEShares34.31K
TypeSH
Market value$3.01M
2.07%
Sole
34.31K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares17.90K
TypeSH
Market value$2.99M
2.06%
Sole
17.90K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares24.65K
TypeSH
Market value$2.93M
2.02%
Sole
24.65K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares37.91K
TypeSH
Market value$2.80M
1.93%
Sole
37.91K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares13.12K
TypeSH
Market value$2.72M
1.87%
Sole
13.12K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares17.37K
TypeSH
Market value$2.67M
1.84%
Sole
17.37K
Shared
0.00
None
0.00
GRAHAM HLDGS CO
SOLEShares2.72K
TypeSH
Market value$2.61M
1.80%
Sole
2.72K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares20.78K
TypeSH
Market value$2.54M
1.75%
Sole
20.78K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares20.73K
TypeSH
Market value$2.52M
1.74%
Sole
20.73K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares31.94K
TypeSH
Market value$2.52M
1.73%
Sole
31.94K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares61.03K
TypeSH
Market value$2.50M
1.72%
Sole
61.03K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares18.83K
TypeSH
Market value$2.49M
1.72%
Sole
18.83K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares12.64K
TypeSH
Market value$2.41M
1.66%
Sole
12.64K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares16.87K
TypeSH
Market value$2.36M
1.62%
Sole
16.87K
Shared
0.00
None
0.00
BERKLEY W R CORP
SOLEShares31.96K
TypeSH
Market value$2.27M
1.56%
Sole
31.96K
Shared
0.00
None
0.00
FIRST TR EXCH TRADED FD III
SOLEShares112.44K
TypeSH
Market value$2.26M
1.55%
Sole
112.44K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares36.51K
TypeSH
Market value$2.25M
1.55%
Sole
36.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 68.73K | SH | $6.96M 4.79% | 68.73K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 74.85K | SH | $4.38M 3.01% | 74.85K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 50.13K | SH | $4.05M 2.79% | 50.13K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 15.21K | SH | $3.78M 2.60% | 15.21K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 38.80K | SH | $3.56M 2.45% | 38.80K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 21.61K | SH | $3.42M 2.35% | 21.61K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 29.38K | SH | $3.39M 2.33% | 29.38K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 12.02K | SH | $3.23M 2.22% | 12.02K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 34.31K | SH | $3.01M 2.07% | 34.31K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 17.90K | SH | $2.99M 2.06% | 17.90K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 24.65K | SH | $2.93M 2.02% | 24.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 37.91K | SH | $2.80M 1.93% | 37.91K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 13.12K | SH | $2.72M 1.87% | 13.12K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 17.37K | SH | $2.67M 1.84% | 17.37K | 0.00 | 0.00 |
GRAHAM HLDGS COSOLE | COM CL B | 2.72K | SH | $2.61M 1.80% | 2.72K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.78K | SH | $2.54M 1.75% | 20.78K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 20.73K | SH | $2.52M 1.74% | 20.73K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 31.94K | SH | $2.52M 1.73% | 31.94K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 61.03K | SH | $2.50M 1.72% | 61.03K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 18.83K | SH | $2.49M 1.72% | 18.83K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 12.64K | SH | $2.41M 1.66% | 12.64K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 16.87K | SH | $2.36M 1.62% | 16.87K | 0.00 | 0.00 |
BERKLEY W R CORPSOLE | COM | 31.96K | SH | $2.27M 1.56% | 31.96K | 0.00 | 0.00 |
FIRST TR EXCH TRADED FD IIISOLE | ULTRA SHT DUR MU | 112.44K | SH | $2.26M 1.55% | 112.44K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 36.51K | SH | $2.25M 1.55% | 36.51K | 0.00 | 0.00 |
Page 1 of 6
…