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Latest Insight Inv LLC Stock Portfolio

Insight Inv LLC Performance:
2025 Q3: 7.66%YTD: 11.06%2024: 17%
Performance for 2025 Q3 is 7.66%, and YTD is 11.06%, and 2024 is 17%.

About Insight Inv LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Insight Inv LLC reported an equity portfolio of $170.3 Millions as of 30 Sep, 2025.

The top stock holdings of Insight Inv LLC are AAPL, MSFT, GOOG. The fund has invested 4.7% of it's portfolio in APPLE INC and 3% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off INVESCO EXCH TRADED FD TR II (BAB), PARAMOUNT GLOBAL (PARA) and ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (IBCE) and FIRST TR EXCHANGE-TRADED FD (LEGR). Insight Inv LLC opened new stock positions in ISHARES TR (AMPS), ISHARES TR (IBCE) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), EOG RES INC (EOG) and FIRST TR EXCHANGE-TRADED FD (FCVT).

Insight Inv LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Insight Inv LLC made a return of 7.66% in the last quarter. In trailing 12 months, it's portfolio return was 13.2%.

New Buys

Ticker$ Bought
ishares tr1,082,690
ishares tr1,016,460
schwab strategic tr681,790
paramount skydance corp360,142
united rentals inc217,662
New stocks bought by Insight Inv LLC

Additions

Ticker% Inc.
vanguard index fds100
eog res inc65.5
first tr exchange-traded fd48.11
vanguard scottsdale fds44.46
applied matls inc35.51
madison square grdn sprt cor32.75
pepsico inc19.98
marvell technology inc18.46
Additions to existing portfolio by Insight Inv LLC

Reductions

Ticker% Reduced
ishares tr-46.18
ishares tr-45.24
ishares tr-42.66
ishares tr-38.84
first tr exchange-traded fd-37.14
target corp-30.35
ishares u s etf tr-27.4
nvidia corporation-23.27
Insight Inv LLC reduced stake in above stock

Sold off

Ticker$ Sold
paramount global-255,549
invesco exch traded fd tr ii-342,126
pfizer inc-209,700
adobe inc-242,187
ishares tr-83,195
ishares tr-20,560
vanguard scottsdale fds-9,420
ishares tr-9,573
Insight Inv LLC got rid off the above stocks

Sector Distribution

Insight Inv LLC has about 24.2% of it's holdings in Technology sector.

Sector%
Technology24.2
Others20.2
Financial Services14.1
Consumer Cyclical7.8
Industrials7.3
Communication Services7.3
Consumer Defensive7.2
Healthcare6.3
Energy4.2
Utilities1.1

Market Cap. Distribution

Insight Inv LLC has about 72.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP42.3
MEGA-CAP30.1
UNALLOCATED20.2
MID-CAP6.7

Stocks belong to which Index?

About 72.8% of the stocks held by Insight Inv LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50070.3
Others27.2
RUSSELL 20002.5
Top 5 Winners (%)%
GLW
corning inc
55.6 %
INTC
intel corp
41.0 %
GOOG
alphabet inc
37.3 %
GOOG
alphabet inc
34.6 %
ORCL
oracle corp
28.6 %
Top 5 Winners ($)$
AAPL
apple inc
1.5 M
GLW
corning inc
1.2 M
GOOG
alphabet inc
1.2 M
ORCL
oracle corp
1.0 M
WSM
williams sonoma inc
0.7 M
Top 5 Losers (%)%
FICO
fair isaac corp
-18.1 %
ELV
elevance health inc formerly
-16.9 %
CTSH
cognizant technology solutio
-13.4 %
TXN
texas instrs inc
-11.5 %
TGT
target corp
-9.1 %
Top 5 Losers ($)$
IBM
international business machs
-0.2 M
DIS
disney walt co
-0.2 M
ELV
elevance health inc formerly
-0.2 M
CTSH
cognizant technology solutio
-0.1 M
TGT
target corp
-0.1 M

Insight Inv LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Insight Inv LLC

Insight Inv LLC has 112 stocks in it's portfolio. About 27.8% of the portfolio is in top 10 stocks. IBM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Insight Inv LLC last quarter.

Last Reported on: 28 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions