Filed: 4/28/2026ACC: 0001398344-26-007345
📋 What this filing means
INSIGHT INV LLC filed this quarterly 13F‑HR report disclosing 104 equity positions with a total reported market value of $182.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
104
Positions
$182.75M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
COM$120.42M65.9%
COM NEW$6.18M3.4%
RISNG DIVD ACHIV$5.86M3.2%
CAP STK CL A$5.47M3.0%
COM CL B$3.76M2.1%
SHRT TRM CORP BD$3.12M1.7%
CL A$3.09M1.7%
Portfolio Concentration
Top 3$19.44M10.6%
4–10$31.22M17.1%
11–25$50.41M27.6%
Rest$81.68M44.7%
Top 3 weight
10.6%
Top 10 weight
27.7%
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)
Sole104
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings104
Rows:
APPLE INC
SOLEShares31.97K
TypeSH
Market value$8.11M
4.44%
Sole
31.97K
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD
SOLEShares85.88K
TypeSH
Market value$5.86M
3.21%
Sole
85.88K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.01K
TypeSH
Market value$5.47M
2.99%
Sole
19.01K
Shared
0.00
None
0.00
CORNING INC
SOLEShares40.13K
TypeSH
Market value$5.46M
2.99%
Sole
40.13K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares14.26K
TypeSH
Market value$4.87M
2.67%
Sole
14.26K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares45.69K
TypeSH
Market value$4.53M
2.48%
Sole
45.69K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.45K
TypeSH
Market value$4.24M
2.32%
Sole
11.45K
Shared
0.00
None
0.00
WALMART INC
SOLEShares32.65K
TypeSH
Market value$4.06M
2.22%
Sole
32.65K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares23.83K
TypeSH
Market value$4.04M
2.21%
Sole
23.83K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares13.66K
TypeSH
Market value$4.02M
2.20%
Sole
13.66K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares15.16K
TypeSH
Market value$3.67M
2.01%
Sole
15.16K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17.59K
TypeSH
Market value$3.66M
2.01%
Sole
17.59K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares17.30K
TypeSH
Market value$3.58M
1.96%
Sole
17.30K
Shared
0.00
None
0.00
GRAHAM HLDGS CO
SOLEShares3.38K
TypeSH
Market value$3.58M
1.96%
Sole
3.38K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares11.79K
TypeSH
Market value$3.57M
1.95%
Sole
11.79K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares19.34K
TypeSH
Market value$3.53M
1.93%
Sole
19.34K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares17.79K
TypeSH
Market value$3.43M
1.88%
Sole
17.79K
Shared
0.00
None
0.00
EOG RES INC
SOLEShares23.52K
TypeSH
Market value$3.40M
1.86%
Sole
23.52K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares20.63K
TypeSH
Market value$3.29M
1.80%
Sole
20.63K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares40.70K
TypeSH
Market value$3.16M
1.73%
Sole
40.70K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares9.11K
TypeSH
Market value$3.13M
1.71%
Sole
9.11K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares39.33K
TypeSH
Market value$3.12M
1.71%
Sole
39.33K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares18.94K
TypeSH
Market value$3.12M
1.71%
Sole
18.94K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares19.89K
TypeSH
Market value$3.09M
1.69%
Sole
19.89K
Shared
0.00
None
0.00
MADISON SQUARE GRDN SPRT COR
SOLEShares9.60K
TypeSH
Market value$3.09M
1.69%
Sole
9.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 31.97K | SH | $8.11M 4.44% | 31.97K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 85.88K | SH | $5.86M 3.21% | 85.88K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.01K | SH | $5.47M 2.99% | 19.01K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 40.13K | SH | $5.46M 2.99% | 40.13K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 14.26K | SH | $4.87M 2.67% | 14.26K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 45.69K | SH | $4.53M 2.48% | 45.69K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.45K | SH | $4.24M 2.32% | 11.45K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 32.65K | SH | $4.06M 2.22% | 32.65K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 23.83K | SH | $4.04M 2.21% | 23.83K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 13.66K | SH | $4.02M 2.20% | 13.66K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 15.16K | SH | $3.67M 2.01% | 15.16K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.59K | SH | $3.66M 2.01% | 17.59K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 17.30K | SH | $3.58M 1.96% | 17.30K | 0.00 | 0.00 |
GRAHAM HLDGS COSOLE | COM CL B | 3.38K | SH | $3.58M 1.96% | 3.38K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 11.79K | SH | $3.57M 1.95% | 11.79K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 19.34K | SH | $3.53M 1.93% | 19.34K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 17.79K | SH | $3.43M 1.88% | 17.79K | 0.00 | 0.00 |
EOG RES INCSOLE | COM | 23.52K | SH | $3.40M 1.86% | 23.52K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 20.63K | SH | $3.29M 1.80% | 20.63K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 40.70K | SH | $3.16M 1.73% | 40.70K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 9.11K | SH | $3.13M 1.71% | 9.11K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 39.33K | SH | $3.12M 1.71% | 39.33K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 18.94K | SH | $3.12M 1.71% | 18.94K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 19.89K | SH | $3.09M 1.69% | 19.89K | 0.00 | 0.00 |
MADISON SQUARE GRDN SPRT CORSOLE | CL A | 9.60K | SH | $3.09M 1.69% | 9.60K | 0.00 | 0.00 |
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