Insight Inv LLC Portfolio Holdings

Insight Inv LLC

  • $169 Million
  • Q3 2025

Insight Inv LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $169 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.01M, Microsoft Corp with a value of $5.2M, Alphabet Inc. with a value of $4.63M, Oracle Corp with a value of $4.62M, and First Trust Rising Dividend Ac with a value of $4.62M.

Examining the 13F form we can see an increase of $20.8M in the current position value, from $148M to 169M.

Insight Inv LLC is based out at El Segundo, CA

Below you can find more details about Insight Inv LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Million
Technology: $41.2 Million
ETFs: $29.5 Million
Financial Services: $26.7 Million
Consumer Cyclical: $13.3 Million
Communication Services: $12.4 Million
Industrials: $12.4 Million
Consumer Defensive: $12.3 Million
Healthcare: $10.8 Million
Other: $9.99 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$8.01 Million 4.75% of portfolio
31,448
Q3 2025 Added 3.49%
$3.78T
$5.2 Million 3.08% of portfolio
10,039
Q3 2025 Reduced 2.94%
$1.65T
$4.63 Million 2.74% of portfolio
19,027
Q3 2025 Added 7.04%
$593B
$4.62 Million 2.74% of portfolio
16,411
Q3 2025 Reduced 0.02%
$266B
$4.3 Million 2.55% of portfolio
15,247
Q3 2025 Added 2.24%
$881B
$4.26 Million 2.52% of portfolio
13,495
Q3 2025 Added 0.69%
$255B
$3.98 Million 2.36% of portfolio
11,974
Q3 2025 Added 1.38%
$2.39T
$3.72 Million 2.2% of portfolio
16,921
Q3 2025 Reduced 5.18%
$279B
$3.4 Million 2.01% of portfolio
32,958
Q3 2025 Reduced 0.59%
$258B
$3 Million 1.78% of portfolio
17,937
Q3 2025 Added 1.17%
$270B
$2.96 Million 1.75% of portfolio
18,619
Q3 2025 Added 5.35%
$319B
$2.79 Million 1.65% of portfolio
40,717
Q3 2025 Added 2.99%
$490B
$2.69 Million 1.6% of portfolio
23,869
Q3 2025 Added 1.87%
$303B
$2.58 Million 1.53% of portfolio
16,642
Q3 2025 Added 1.82%
$662B
$2.4 Million 1.42% of portfolio
4,771
Q3 2025 Added 2.38%
$204B
$2.34 Million 1.39% of portfolio
16,685
Q3 2025 Added 19.98%
$346B
$2.15 Million 1.27% of portfolio
13,986
Q3 2025 Added 14.88%
$235B
$1.61 Million 0.95% of portfolio
19,142
Q3 2025 Reduced 2.57%
$367B
$653,000 0.39% of portfolio
1,613
Q3 2025 Added 1.45%
$1.74T
$581,000 0.34% of portfolio
2,386
Q3 2025 Reduced 6.58%
$533B
$506,000 0.3% of portfolio
1,485
Q3 2025 Reduced 3.7%
$404B
$507,000 0.3% of portfolio
548
Q3 2025 Reduced 4.36%
$224B
$412,000 0.24% of portfolio
1,359
Q3 2025 Reduced 0.66%
$414B
$351,000 0.21% of portfolio
1,520
Q3 2025 Reduced 10.48%
$222B
$286,000 0.17% of portfolio
590
Q3 2025 Reduced 5.9%
$465B
$261,000 0.15% of portfolio
1,401
Q3 2025 Reduced 23.27%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $169 Million
  • Prior Value $148 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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