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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$172B
$1.33 Million 0.79% of portfolio
30,201
Q3 2025 Added 6.78%
$99.5B
$1.11 Million 0.66% of portfolio
24,596
Q3 2025 Reduced 20.73%
$0
$1.08 Million 0.64% of portfolio
11,380
Q3 2025 New
$128B
$1.09 Million 0.64% of portfolio
11,394
Q3 2025 Reduced 19.04%
$0
$1.02 Million 0.6% of portfolio
5,226
Q3 2025 New
$37.6B
$938,000 0.56% of portfolio
13,986
Q3 2025 Added 5.37%
$103B
$879,000 0.52% of portfolio
11,662
Q3 2025 Reduced 7.28%
$98.6B
$838,000 0.5% of portfolio
8,845
Q2 2025 Reduced 2.05%
$143B
$803,000 0.48% of portfolio
23,947
Q3 2025 Added 14.26%
$0
$791,000 0.47% of portfolio
9,406
Q3 2025 Added 44.46%
$78.2B
$783,000 0.46% of portfolio
2,424
Q3 2025 Reduced 5.61%
$0
$751,000 0.45% of portfolio
4,030
Q3 2025 Reduced 8.93%
$41.4B
$716,000 0.42% of portfolio
7,990
Q3 2025 Reduced 30.35%
$139B
$685,000 0.41% of portfolio
2,078
Q3 2025 Reduced 4.94%
$0
$681,000 0.4% of portfolio
24,974
Q3 2025 New
$367B
$653,000 0.39% of portfolio
1,613
Q3 2025 Added 1.45%
$0
$547,000 0.32% of portfolio
8,390
Q3 2025 Reduced 17.99%
$533B
$506,000 0.3% of portfolio
1,485
Q3 2025 Reduced 3.7%
$0
$513,000 0.3% of portfolio
13,500
Q3 2025 Reduced 37.14%
$404B
$507,000 0.3% of portfolio
548
Q3 2025 Reduced 4.36%
$0
$459,000 0.27% of portfolio
3,541
Q3 2025 Reduced 6.79%
$224B
$412,000 0.24% of portfolio
1,359
Q3 2025 Reduced 0.66%
$0
$407,000 0.24% of portfolio
4,671
Q3 2025 Reduced 45.24%
$0
$404,000 0.24% of portfolio
25,750
Q1 2022 New
$414B
$351,000 0.21% of portfolio
1,520
Q3 2025 Reduced 10.48%
$0
$336,000 0.2% of portfolio
2,828
Q2 2025 Reduced 1.67%
$12.2B
$300,000 0.18% of portfolio
1,500
Q3 2025 Reduced 10.98%
$0
$291,000 0.17% of portfolio
3,044
Q3 2025 Reduced 8.09%
$222B
$286,000 0.17% of portfolio
590
Q3 2025 Reduced 5.9%
$0
$267,000 0.16% of portfolio
5,300
Q3 2025 Reduced 27.4%
$0
$260,000 0.15% of portfolio
1,865
Q3 2025 Reduced 5.33%
$44B
$245,000 0.15% of portfolio
164
Q3 2025 Reduced 1.2%
$465B
$261,000 0.15% of portfolio
1,401
Q3 2025 Reduced 23.27%
$0
$236,000 0.14% of portfolio
1,662
Q4 2024 New
$0
$235,000 0.14% of portfolio
5,205
Q4 2024 New
$0
$238,000 0.14% of portfolio
1,143
Q4 2024 Added 24.51%
$61.4B
$230,000 0.14% of portfolio
1,130
Q3 2025 Reduced 7.3%
$55.9B
$217,000 0.13% of portfolio
228
Q3 2025 New
$177B
$223,000 0.13% of portfolio
1,151
Q2 2025 Reduced 93.02%
$0
$196,000 0.12% of portfolio
11,300
Q4 2022 Reduced 8.87%
$0
$197,000 0.12% of portfolio
1,789
Q3 2025 Reduced 46.18%
$0
$189,000 0.11% of portfolio
1,815
Q2 2025 New
$0
$148,000 0.09% of portfolio
3,665
Q3 2025 Reduced 20.65%
$0
$144,000 0.09% of portfolio
1,195
Q3 2025 Reduced 6.64%
$0
$131,000 0.08% of portfolio
196
Q1 2025 Added 59.35%
$0
$106,000 0.06% of portfolio
223
Q4 2021 New
$0
$107,000 0.06% of portfolio
762
Q3 2025 Reduced 20.87%
$0
$77,000 0.05% of portfolio
376
Q4 2021 New
$0
$70,000 0.04% of portfolio
1,175
Q1 2024 Reduced 31.88%

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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