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13F-HR filed by Insight Inv LLC

Insight Inv LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-28, with 104 holding rows worth $182,747,722.

Accession
0001398344-26-007345
Filed
2026-04-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 104 entries on the cover page, a total value of $182,747,722 stated on the cover page (in dollars after the unit check, H1), rows summing to $182,747,722 with VALUE read as dollars as filed, 13F file number 028-22463. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM31,970$8,113,666dollars as filed
FIRST TR EXCHANGE TRADED FD33738R506RISNG DIVD ACHIV85,879$5,863,818dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM19,013$5,467,378dollars as filed
CORNING INC219350105COM40,132$5,456,748dollars as filed
Applied Materials,Inc.038222105COM14,263$4,874,951dollars as filed
MARVELL TECHNOLOGY INC573874104COM45,689$4,525,495dollars as filed
Microsoft Corp594918104COM11,453$4,239,577dollars as filed
Walmart Inc.931142103COM32,650$4,057,742dollars as filed
EXXON MOBIL CORP30231G102COM23,829$4,042,828dollars as filed
JPMorgan Chase & Co46625H100COM13,664$4,019,402dollars as filed
International Business Machines Corporation459200101COM15,158$3,674,148dollars as filed
Amazon.com, Inc023135106COM17,593$3,664,094dollars as filed
Chevron Corporation166764100COM17,298$3,579,047dollars as filed
GRAHAM HLDGS CO COM CL B384637104Stock3,385$3,578,825dollars as filed
American Express Company025816109COM11,789$3,565,937dollars as filed
WILLIAMS SONOMA INC COM969904101Stock19,338$3,525,898dollars as filed
Raytheon Technologies Corporation75513E101COM17,787$3,431,112dollars as filed
EOG RES INC COM26875P101Stock23,521$3,400,431dollars as filed
TJX Companies Inc872540109COM20,626$3,293,972dollars as filed
Cisco Systems,Inc.17275R102COM40,698$3,157,758dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock9,112$3,127,421dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM39,326$3,117,372dollars as filed
Morgan Stanley617446448COM18,936$3,116,298dollars as filed
PepsiCo,Inc.713448108COM19,895$3,089,495dollars as filed
MADISON SQUARE GRDN SPRT CORP CL A55825T103Stock9,603$3,086,404dollars as filed
Amgen Inc.031162100COM8,766$3,084,317dollars as filed
Citigroup Inc.172967424COM26,980$3,059,802dollars as filed
Johnson & Johnson478160104COM12,129$2,964,813dollars as filed
ALLSTATE CORP COM020002101Stock13,665$2,833,301dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock20,389$2,669,940dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock12,813$2,666,257dollars as filed
FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q200ETF52,133$2,596,745dollars as filed
Merck & Co.,Inc.58933Y105COM20,904$2,514,542dollars as filed
BP PLC SPONSORED ADR055622104ADR52,921$2,487,287dollars as filed
Oracle Corporation68389X105COM16,825$2,475,126dollars as filed
BERKLEY W R CORP COM084423102Stock37,068$2,456,867dollars as filed
Berkshire Hathaway Inc084670702COM5,016$2,403,667dollars as filed
EMERSON ELEC CO COM291011104Stock18,217$2,386,791dollars as filed
Qualcomm Incorporated747525103COM17,065$2,197,631dollars as filed
FIRST TR EXCH TRADED FD III33740J104ULTRA SHT DUR MU108,945$2,184,347dollars as filed
Procter & Gamble Co742718109COM14,756$2,131,357dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF10,489$2,011,895dollars as filed
PACCAR INC COM693718108Stock17,233$1,990,412dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK4,649$1,982,508dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF8,971$1,916,834dollars as filed
Vanguard S&P 500 ETF922908363COM2,946$1,760,382dollars as filed
SCHD808524797COM56,939$1,746,898dollars as filed
AT&T Inc00206R102COM60,026$1,740,154dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS21,021$1,739,488dollars as filed
FIRST TR EXCH TRADED FD III33739P830SHRT DUR MNG MUN86,810$1,732,728dollars as filed
LINCOLN NATL CORP IND COM534187109Stock48,577$1,724,484dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS17,511$1,623,970dollars as filed
Lowes Companies,Inc.548661107COM6,602$1,559,921dollars as filed
Walt Disney Co254687106COM14,241$1,372,577dollars as filed
Verizon Communications Inc92343V104COM20,835$1,045,917dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock3,904$1,041,626dollars as filed
Intel Corp458140100COM21,982$970,066dollars as filed
Bristol-Myers Squibb Company110122108COM15,276$926,489dollars as filed
Broadcom Inc.11135F101COM2,796$865,390dollars as filed
Southern Company842587107COM8,920$860,958dollars as filed
TEXAS PACIFIC LAND CORPORATION COM88262P102Stock1,690$802,006dollars as filed
Vanguard Value ETF922908744SHS3,690$723,978dollars as filed
CVS Health Corporation126650100COM8,927$641,137dollars as filed
SPROTT PHYSICAL SILVER TR85207K107TR UNIT25,750$628,043dollars as filed
Elevance Health, Inc.036752103COM2,127$622,679dollars as filed
IJH464287507COM8,535$576,369dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,882$539,871dollars as filed
FIRST TR EXCHANGE-TRADED FD33741X102SMID RISNG ETF13,645$538,022dollars as filed
Costco Wholesale Corporation22160K105COM533$531,097dollars as filed
Visa Inc92826C839COM1,495$451,849dollars as filed
Home Depot, Inc437076102COM1,280$420,979dollars as filed
ROYAL GOLD INC780287108COM1,515$385,552dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS2,716$359,870dollars as filed
Medtronic PlcG5960L103COM4,059$351,712dollars as filed
McDonalds Corporation580135101COM993$308,614dollars as filed
Thermo Fisher Scientific Inc.883556102COM600$294,918dollars as filed
AbbVie,Inc.00287Y109COM1,321$287,304dollars as filed
ETF SER SOLUTIONS26922A289DEFIANCE SPACE A4,167$284,086dollars as filed
BANK OF NY MELLON CORP COM064058100Stock2,261$268,222dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF1,752$255,336dollars as filed
ISHARES TR464287606S&P MC 400GR ETF2,509$252,456dollars as filed
NVIDIA Corp67066G104COM1,434$250,090dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF5,205$247,394dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS2,583$233,839dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS1,816$225,747dollars as filed
Vanguard Small-Cap Value ETF922908611SHS986$214,209dollars as filed
PARAMOUNT SKYDANCE CORP69932a204COM CL B20,390$183,918dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS1,537$182,058dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS234$152,851dollars as filed
iShares S&P 500 Growth ETF464287309SHS1,113$125,891dollars as filed
ISHARES TR464287168COM812$122,945dollars as filed
ISHARES TR464287887S&P SML 600 GWT692$100,139dollars as filed
Vanguard Growth922908736COM223$97,404dollars as filed
iShares S&P 500 Value ETF464287408SHS376$79,392dollars as filed
Vanguard Mid-Cap ETF922908629SHS194$55,716dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q408FIRST TR ENH NEW700$41,846dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF200$37,918dollars as filed
VANGUARD SCOTTSDALE FDS92206C714COM287$26,903dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF82$25,732dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF76$9,737dollars as filed
FIRST TR EXCHANGE ETF TRADED FD VI NASDAQ OIL & GAS33738R845ETF201$7,768dollars as filed
iShares Russell 2000 ETF464287655SHS19$4,712dollars as filed
ISHARES TR464287713US TELECOM ETF27$1,062dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS36$1,047dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001398344-26-007345this filing2026-04-28acceptance time not in the bulk data set