Filed: 7/24/2025ACC: 0001398344-25-013656
📋 What this filing means
INSIGHT INV LLC filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $149.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$149.10M
Total AUM (reported)
1.52M
Total Shares
Allocation by class
COM$100.96M67.7%
COM NEW$4.78M3.2%
RISNG DIVD ACHIV$4.77M3.2%
SHS$3.25M2.2%
CAP STK CL A$3.13M2.1%
ULTRA SHT DUR MU$2.61M1.8%
SHRT TRM CORP BD$2.52M1.7%
Portfolio Concentration
Top 3$16.14M10.8%
4–10$26.21M17.6%
11–25$38.76M26.0%
Rest$67.99M45.6%
Top 3 weight
10.8%
Top 10 weight
28.4%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Sole
Full voting authority
1.52M
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)
Sole116
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings116
Rows:
APPLE INC
SOLEShares30.39K
TypeSH
Market value$6.23M
4.18%
Sole
30.39K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.34K
TypeSH
Market value$5.14M
3.45%
Sole
10.34K
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD
SOLEShares75.95K
TypeSH
Market value$4.77M
3.20%
Sole
75.95K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares14.91K
TypeSH
Market value$4.40M
2.95%
Sole
14.91K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17.85K
TypeSH
Market value$3.92M
2.63%
Sole
17.85K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares13.40K
TypeSH
Market value$3.89M
2.61%
Sole
13.40K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares11.81K
TypeSH
Market value$3.77M
2.53%
Sole
11.81K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares16.41K
TypeSH
Market value$3.59M
2.41%
Sole
16.41K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares20.91K
TypeSH
Market value$3.42M
2.29%
Sole
20.91K
Shared
0.00
None
0.00
WALMART INC
SOLEShares33.15K
TypeSH
Market value$3.24M
2.17%
Sole
33.15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares17.78K
TypeSH
Market value$3.13M
2.10%
Sole
17.78K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares36.50K
TypeSH
Market value$2.83M
1.89%
Sole
36.50K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares39.53K
TypeSH
Market value$2.74M
1.84%
Sole
39.53K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares17.12K
TypeSH
Market value$2.73M
1.83%
Sole
17.12K
Shared
0.00
None
0.00
FIRST TR EXCH TRADED FD III
SOLEShares130K
TypeSH
Market value$2.61M
1.75%
Sole
130K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares12.88K
TypeSH
Market value$2.59M
1.74%
Sole
12.88K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares17.73K
TypeSH
Market value$2.59M
1.74%
Sole
17.73K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares23.43K
TypeSH
Market value$2.53M
1.69%
Sole
23.43K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares31.67K
TypeSH
Market value$2.52M
1.69%
Sole
31.67K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares17.67K
TypeSH
Market value$2.49M
1.67%
Sole
17.67K
Shared
0.00
None
0.00
GRAHAM HLDGS CO
SOLEShares2.63K
TypeSH
Market value$2.48M
1.67%
Sole
2.63K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares19.77K
TypeSH
Market value$2.44M
1.64%
Sole
19.77K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.63K
TypeSH
Market value$2.39M
1.60%
Sole
5.63K
Shared
0.00
None
0.00
BERKLEY W R CORP
SOLEShares32.03K
TypeSH
Market value$2.35M
1.58%
Sole
32.03K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares16.34K
TypeSH
Market value$2.34M
1.57%
Sole
16.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 30.39K | SH | $6.23M 4.18% | 30.39K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.34K | SH | $5.14M 3.45% | 10.34K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 75.95K | SH | $4.77M 3.20% | 75.95K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 14.91K | SH | $4.40M 2.95% | 14.91K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.85K | SH | $3.92M 2.63% | 17.85K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 13.40K | SH | $3.89M 2.61% | 13.40K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 11.81K | SH | $3.77M 2.53% | 11.81K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 16.41K | SH | $3.59M 2.41% | 16.41K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 20.91K | SH | $3.42M 2.29% | 20.91K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 33.15K | SH | $3.24M 2.17% | 33.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 17.78K | SH | $3.13M 2.10% | 17.78K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 36.50K | SH | $2.83M 1.89% | 36.50K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 39.53K | SH | $2.74M 1.84% | 39.53K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 17.12K | SH | $2.73M 1.83% | 17.12K | 0.00 | 0.00 |
FIRST TR EXCH TRADED FD IIISOLE | ULTRA SHT DUR MU | 130K | SH | $2.61M 1.75% | 130K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 12.88K | SH | $2.59M 1.74% | 12.88K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 17.73K | SH | $2.59M 1.74% | 17.73K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 23.43K | SH | $2.53M 1.69% | 23.43K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 31.67K | SH | $2.52M 1.69% | 31.67K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 17.67K | SH | $2.49M 1.67% | 17.67K | 0.00 | 0.00 |
GRAHAM HLDGS COSOLE | COM CL B | 2.63K | SH | $2.48M 1.67% | 2.63K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 19.77K | SH | $2.44M 1.64% | 19.77K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 5.63K | SH | $2.39M 1.60% | 5.63K | 0.00 | 0.00 |
BERKLEY W R CORPSOLE | COM | 32.03K | SH | $2.35M 1.58% | 32.03K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 16.34K | SH | $2.34M 1.57% | 16.34K | 0.00 | 0.00 |
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