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Latest Insight Inv LLC Stock Portfolio

$212Million | No. of Holdings #109

Insight Inv LLC Performance

2026 Q2+16.21%
YTD+18.28%
2025+13.43%

About Insight Inv LLC and 13F Hedge Fund Stock Holdings

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Inv LLC reported an equity portfolio of $212.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Insight Inv LLC are MRVL, AMAT, GLW. The fund has invested 6.2% of it's portfolio in MARVELL TECHNOLOGY INC and 4.7% of portfolio in APPLIED MATLS INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM) and MEDTRONIC PLC (MDT) stocks. They significantly reduced their stock positions in LABCORP HOLDINGS INC, VANGUARD INDEX FDS (VB) and ISHARES TR (IBCE). Insight Inv LLC opened new stock positions in PALO ALTO NETWORKS INC (PANW), UNITED RENTALS INC (URI) and CUMMINS INC (CMI). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and FIRST TR EXCHANGE-TRADED FD (FCVT).
Insight Inv LLC Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$212Million
  as of Jul 24, 2026

Insight Inv LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Insight Inv LLC made a return of 16.21% in the last quarter. In trailing 12 months, it's portfolio return was 32.28%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
palo alto networks inc384,671
united rentals inc258,299
cummins inc249,624
asml hldg nv234,754
spdr series trust204,068
spdr series trust19,175
schwab strategic tr663
New stocks bought by Insight Inv LLC

Additions

Ticker% Inc.
vanguard index fds500
vanguard index fds300
ishares tr282
first tr exchange-traded fd20.65
procter & gamble co11.79
berkley w r corp9.68
berkshire hathaway inc del8.67
ishares tr8.34
Additions to existing portfolio by Insight Inv LLC

Reductions

Ticker% Reduced
labcorp holdings inc-63.88
vanguard index fds-40.67
ishares tr-27.1
elevance health inc formerly-23.93
ishares tr-19.45
ishares tr-13.7
ishares tr-10.94
vanguard index fds-10.33
Insight Inv LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-4,042,830
medtronic plc-351,712
Insight Inv LLC got rid off the above stocks

Sector Distribution

Insight Inv LLC has about 30.8% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Healthcare
  • Energy
  • Utilities
Sector%
Technology30.8
Others19.9
Financial Services13.2
Industrials6.9
Communication Services6.8
Consumer Cyclical6.5
Consumer Defensive6.2
Healthcare5.6
Energy2.8
Utilities1.1

Market Cap. Distribution

Insight Inv LLC has about 74.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP43.1
LARGE-CAP31.6
UNALLOCATED19.9
MID-CAP5.1

Stocks belong to which Index?

About 68.9% of the stocks held by Insight Inv LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50066.3
Others31.2
RUSSELL 20002.6
Top 5 Winners (%)%
INTC
intel corp
208.9 %
MRVL
marvell technology inc
197.4 %
AMAT
applied matls inc
110.0 %
GLW
corning inc
86.1 %
CSCO
cisco sys inc
50.8 %
Top 5 Winners ($)$
MRVL
marvell technology inc
8.9 M
AMAT
applied matls inc
5.4 M
GLW
corning inc
4.7 M
INTC
intel corp
2.0 M
CSCO
cisco sys inc
1.6 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-61.6 %
IJR
ishares tr
-60.6 %
T
at&t inc
-28.1 %
PSLV
sprott asset management lp
-22.6 %
Top 5 Losers ($)$
IJR
ishares tr
-3.4 M
CVX
chevron corporation
-0.7 M
BP
bp plc
-0.5 M
T
at&t inc
-0.5 M
PEP
pepsico inc
-0.4 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 109 stocks in it's portfolio. About 34.7% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. MRVL was the most profitable stock for Insight Inv LLC last quarter.

$212.13MTotal Value
111Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Insight Inv LLC, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Inv LLC's holding in Etf Ser Solutions over time
0.19%4,167
$396.0K
0.19%
unchanged 0 percentunchanged
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Insight Inv LLC's holding in First Tr Exchange Traded Fd over time
3.35%87,609
$7.10M
3.35%
increased 2.01 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Insight Inv LLC's holding in First Tr Exchange Traded Fd over time
0%201
$6.7K
0%
unchanged 0 percentunchanged
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Insight Inv LLC's holding in Asml Hldg Nv over time
0.11%118
$234.8K
0.11%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Insight Inv LLC's holding in Spdr Series Trust over time
0.1%1,715
$204.1K
0.1%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Insight Inv LLC's holding in Spdr Series Trust over time
0.01%126
$19.2K
0.01%
new position
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Insight Inv LLC's holding in Vanguard Scottsdale Fds over time
1.5%40,400
$3.19M
1.5%
increased 2.73 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Insight Inv LLC's holding in Vanguard Scottsdale Fds over time
0.8%20,631
$1.71M
0.8%
decreased 1.86 percentreduced