Filed: 10/28/2025ACC: 0001398344-25-019897
📋 What this filing means
INSIGHT INV LLC filed this quarterly 13F‑HR report disclosing 112 equity positions with a total reported market value of $170.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
112
Positions
$170.32M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
COM$113.96M66.9%
COM NEW$5.71M3.4%
CAP STK CL A$4.63M2.7%
RISNG DIVD ACHIV$4.62M2.7%
COM CL B$3.58M2.1%
SHS$3.27M1.9%
ULTRA SHT DUR MU$3.03M1.8%
Portfolio Concentration
Top 3$17.83M10.5%
4–10$29.47M17.3%
11–25$45.56M26.7%
Rest$77.46M45.5%
Top 3 weight
10.5%
Top 10 weight
27.8%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Sole
Full voting authority
1.60M
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)
Sole112
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings112
Rows:
APPLE INC
SOLEShares31.45K
TypeSH
Market value$8.01M
4.70%
Sole
31.45K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.04K
TypeSH
Market value$5.20M
3.05%
Sole
10.04K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.03K
TypeSH
Market value$4.63M
2.72%
Sole
19.03K
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD
SOLEShares68.65K
TypeSH
Market value$4.62M
2.71%
Sole
68.65K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares16.41K
TypeSH
Market value$4.62M
2.71%
Sole
16.41K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares15.25K
TypeSH
Market value$4.30M
2.53%
Sole
15.25K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares13.49K
TypeSH
Market value$4.26M
2.50%
Sole
13.49K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares20.39K
TypeSH
Market value$3.99M
2.34%
Sole
20.39K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares11.97K
TypeSH
Market value$3.98M
2.34%
Sole
11.97K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares16.92K
TypeSH
Market value$3.72M
2.18%
Sole
16.92K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares43.24K
TypeSH
Market value$3.64M
2.13%
Sole
43.24K
Shared
0.00
None
0.00
CORNING INC
SOLEShares42.01K
TypeSH
Market value$3.45M
2.02%
Sole
42.01K
Shared
0.00
None
0.00
WALMART INC
SOLEShares32.96K
TypeSH
Market value$3.40M
1.99%
Sole
32.96K
Shared
0.00
None
0.00
GRAHAM HLDGS CO
SOLEShares2.74K
TypeSH
Market value$3.22M
1.89%
Sole
2.74K
Shared
0.00
None
0.00
FIRST TR EXCH TRADED FD III
SOLEShares150.75K
TypeSH
Market value$3.03M
1.78%
Sole
150.75K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares17.94K
TypeSH
Market value$3.00M
1.76%
Sole
17.94K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares20.75K
TypeSH
Market value$3.00M
1.76%
Sole
20.75K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares14.48K
TypeSH
Market value$2.96M
1.74%
Sole
14.48K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares8.68K
TypeSH
Market value$2.96M
1.74%
Sole
8.68K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares18.62K
TypeSH
Market value$2.96M
1.74%
Sole
18.62K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares17.48K
TypeSH
Market value$2.91M
1.71%
Sole
17.48K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares13.08K
TypeSH
Market value$2.81M
1.65%
Sole
13.08K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares40.72K
TypeSH
Market value$2.79M
1.64%
Sole
40.72K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares27.10K
TypeSH
Market value$2.75M
1.62%
Sole
27.10K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares23.87K
TypeSH
Market value$2.69M
1.58%
Sole
23.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 31.45K | SH | $8.01M 4.70% | 31.45K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.04K | SH | $5.20M 3.05% | 10.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.03K | SH | $4.63M 2.72% | 19.03K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 68.65K | SH | $4.62M 2.71% | 68.65K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 16.41K | SH | $4.62M 2.71% | 16.41K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 15.25K | SH | $4.30M 2.53% | 15.25K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 13.49K | SH | $4.26M 2.50% | 13.49K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 20.39K | SH | $3.99M 2.34% | 20.39K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 11.97K | SH | $3.98M 2.34% | 11.97K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 16.92K | SH | $3.72M 2.18% | 16.92K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 43.24K | SH | $3.64M 2.13% | 43.24K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 42.01K | SH | $3.45M 2.02% | 42.01K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 32.96K | SH | $3.40M 1.99% | 32.96K | 0.00 | 0.00 |
GRAHAM HLDGS COSOLE | COM CL B | 2.74K | SH | $3.22M 1.89% | 2.74K | 0.00 | 0.00 |
FIRST TR EXCH TRADED FD IIISOLE | ULTRA SHT DUR MU | 150.75K | SH | $3.03M 1.78% | 150.75K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 17.94K | SH | $3.00M 1.76% | 17.94K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 20.75K | SH | $3.00M 1.76% | 20.75K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 14.48K | SH | $2.96M 1.74% | 14.48K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 8.68K | SH | $2.96M 1.74% | 8.68K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 18.62K | SH | $2.96M 1.74% | 18.62K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 17.48K | SH | $2.91M 1.71% | 17.48K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 13.08K | SH | $2.81M 1.65% | 13.08K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 40.72K | SH | $2.79M 1.64% | 40.72K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 27.10K | SH | $2.75M 1.62% | 27.10K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 23.87K | SH | $2.69M 1.58% | 23.87K | 0.00 | 0.00 |
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