Insight Inv LLC
Long book
$182.7M
Q1 2026
Positions
104
Top-10 weight
28%
concentration
Last quarter
+16.5%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsInsight Inv LLC is an institutional manager, running a $182.7M US long book across 104 positions.
The portfolio is moderately concentrated (top 10 ≈ 28% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: APPLE INC, FIRST TRUST RISING DIVIDEND, ALPHABET INC-CL A, CORNING INC, APPLIED MATERIALS INC.
Over the last 9 quarters its long book ran on average 0.7pp per quarter ahead of the S&P 500, beating the index in 7 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.9%
Q2 2024
+6.2%
Q3 2024
+2.6%
Q4 2024
-1.6%
Q1 2025
+6.5%
Q2 2025
+9.3%
Q3 2025
+3.9%
Q4 2025
+2.1%
Q1 2026
+16.5%
Sector allocation
Technology 28%
Financials 19%
Industrials 13%
Consumer discretionary 12%
Healthcare 8%
Energy 8%
Services media 6%
Consumer staples 2%
Long book by quarter
What does Insight Inv own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 32.0K | $8.1M | 4.4% | -0.3% |
| GOOGL ALPHABET INC-CL A | Technology | 19.0K | $5.5M | 3.0% | -0.3% |
| GLW CORNING INC | Industrials | 40.1K | $5.5M | 3.0% | -4.5% |
| AMAT APPLIED MATERIALS INC | Technology | 14.3K | $4.9M | 2.7% | -1.5% |
| MRVL MARVELL TECHNOLOGY INC | Technology | 45.7K | $4.5M | 2.5% | +0.4% |
| MSFT MICROSOFT CORP | Technology | 11.5K | $4.2M | 2.3% | +15.9% |
| WMT WALMART INC | Consumer discretionary | 32.6K | $4.1M | 2.2% | 0.0% |
| XOM EXXON MOBIL CORP | Energy | 23.8K | $4.0M | 2.2% | -0.2% |
| JPM JPMORGAN CHASE & CO | Financials | 13.7K | $4.0M | 2.2% | +0.5% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 15.2K | $3.7M | 2.0% | +0.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 17.6K | $3.7M | 2.0% | +0.8% |
| CVX CHEVRON CORP | Energy | 17.3K | $3.6M | 2.0% | +1.4% |
| GHC GRAHAM HOLDINGS CO-CLASS B | Services media | 3.4K | $3.6M | 2.0% | +4.7% |
| AXP AMERICAN EXPRESS CO | Financials | 11.8K | $3.6M | 2.0% | -0.6% |
| WSM WILLIAMS-SONOMA INC | Consumer discretionary | 19.3K | $3.5M | 1.9% | -2.5% |
| RTX RTX CORP | Industrials | 17.8K | $3.4M | 1.9% | +0.7% |
| EOG EOG RESOURCES INC | Energy | 23.5K | $3.4M | 1.9% | +8.2% |
| TJX TJX COMPANIES INC | Consumer discretionary | 20.6K | $3.3M | 1.8% | +0.7% |
| CSCO CISCO SYSTEMS INC | Technology | 40.7K | $3.2M | 1.7% | +0.1% |
| GD GENERAL DYNAMICS CORP | Industrials | 9.1K | $3.1M | 1.7% | +1.6% |
| MS MORGAN STANLEY | Financials | 18.9K | $3.1M | 1.7% | -0.2% |
| PEP PEPSICO INC | Consumer staples | 19.9K | $3.1M | 1.7% | +3.0% |
| MSGS MADISON SQUARE GARDEN SPORTS | Services media | 9.6K | $3.1M | 1.7% | +1.0% |
| AMGN AMGEN INC | Healthcare | 8.8K | $3.1M | 1.7% | +0.4% |
| C CITIGROUP INC | Financials | 27.0K | $3.1M | 1.7% | -0.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 12.1K | $3.0M | 1.6% | -0.4% |
| ALL ALLSTATE CORP | Financials | 13.7K | $2.8M | 1.6% | +1.9% |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 20.4K | $2.7M | 1.5% | +1.0% |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 12.8K | $2.7M | 1.5% | +1.4% |
| MRK MERCK & CO. INC. | Healthcare | 20.9K | $2.5M | 1.4% | +0.5% |
| ORCL ORACLE CORP | Technology | 16.8K | $2.5M | 1.4% | +2.4% |
| WRB WR BERKLEY CORP | Financials | 37.1K | $2.5M | 1.3% | +7.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 5.0K | $2.4M | 1.3% | +3.7% |
| EMR EMERSON ELECTRIC CO | Industrials | 18.2K | $2.4M | 1.3% | +4.4% |
| QCOM QUALCOMM INC | Technology | 17.1K | $2.2M | 1.2% | +1.1% |
| PG PROCTER & GAMBLE CO/THE | Other | 14.8K | $2.1M | 1.2% | +5.5% |
| PCAR PACCAR INC | Industrials | 17.2K | $2.0M | 1.1% | +0.3% |
| T AT&T INC | Communications | 60.0K | $1.7M | 1.0% | +0.8% |
| LNC LINCOLN NATIONAL CORP | Financials | 48.6K | $1.7M | 0.9% | +0.9% |
| LOW LOWE'S COS INC | Consumer discretionary | 6.6K | $1.6M | 0.9% | +3.5% |
| DIS WALT DISNEY CO/THE | Services media | 14.2K | $1.4M | 0.8% | -2.5% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 20.8K | $1.0M | 0.6% | -0.2% |
| LH LABCORP HOLDINGS INC | Healthcare | 3.9K | $1.0M | 0.6% | -0.3% |
| INTC INTEL CORP | Technology | 22.0K | $970K | 0.5% | -2.3% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 15.3K | $926K | 0.5% | -3.5% |
| AVGO BROADCOM INC | Technology | 2.8K | $865K | 0.5% | +0.8% |
| SO SOUTHERN CO/THE | Utilities | 8.9K | $861K | 0.5% | +0.8% |
| TPL TEXAS PACIFIC LAND CORP | Financials | 1.7K | $802K | 0.4% | -10.6% |
| CVS CVS HEALTH CORP | Healthcare | 8.9K | $641K | 0.4% | -22.3% |
| ELV ELEVANCE HEALTH INC | Financials | 2.1K | $623K | 0.3% | -11.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 28, 2026 | 104 | $182.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 6, 2026 | 112 | $178.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 28, 2025 | 112 | $170.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 24, 2025 | 116 | $149.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 25, 2025 | 133 | $145.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 21, 2025 | 124 | $143.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 15, 2024 | 89 | $119.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 7, 2024 | 88 | $115.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 29, 2024 | 89 | $115.2M | canonical | SEC ↗ |
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