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Latest Insight Inv LLC Stock Portfolio

$210Million | No. of Holdings #108

Insight Inv LLC Performance

2026 Q3-3.76%
YTD+13.83%
2025+13.43%

About Insight Inv LLC and 13F Hedge Fund Stock Holdings

On 2026-10-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Inv LLC reported an equity portfolio of $210.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Insight Inv LLC are MRVL, AAPL, AMAT. The fund has invested 5.5% of it's portfolio in MARVELL TECHNOLOGY INC and 4.9% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off CVS HEALTH CORP (CVS), ELEVANCE HEALTH INC FORMERLY (ANTX) and CUMMINS INC (CMI) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), LABCORP HOLDINGS INC and UNITED RENTALS INC (URI). Insight Inv LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to VERIZON COMMUNICATIONS INC (VZ), BRISTOL-MYERS SQUIBB CO (BMY) and SCHWAB STRATEGIC TR (FNDA).
Insight Inv LLC Equity Portfolio Value
Last Reported on: 27 Oct, 2026
$210Million
  as of Oct 27, 2026

Insight Inv LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Insight Inv LLC made a return of -3.76% in the last quarter. In trailing 12 months, it's portfolio return was 17.5%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp3,892,660
spdr series trust139
New stocks bought by Insight Inv LLC

Additions

Ticker% Inc.
verizon communications inc34.74
bristol-myers squibb co27.5
schwab strategic tr25.00
procter & gamble co24.58
disney walt co24.51
oracle corp20.66
pepsico inc16.35
international business machs16.2
Additions to existing portfolio by Insight Inv LLC

Reductions

Ticker% Reduced
ishares tr-44.22
labcorp holdings inc-43.62
united rentals inc-10.53
vanguard index fds-5.76
vanguard scottsdale fds-4.8
first tr exchange traded fd-4.22
alphabet inc-3.72
mcdonalds corp-3.16
Insight Inv LLC reduced stake in above stock

Sold off

Ticker$ Sold
cvs health corp-839,497
elevance health inc formerly-625,729
cummins inc-249,624
Insight Inv LLC got rid off the above stocks

Sector Distribution

Insight Inv LLC has about 28.3% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Utilities
Sector%
Technology28.3
Others21.7
Financial Services12.9
Communication Services7.2
Industrials6.8
Consumer Defensive6.5
Consumer Cyclical6.3
Healthcare5.6
Energy3.5
Utilities1.1

Market Cap. Distribution

Insight Inv LLC has about 73.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP44.1
LARGE-CAP29.6
UNALLOCATED21.7
MID-CAP4.6

Stocks belong to which Index?

About 67.8% 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 50065.2
Others32.2
RUSSELL 20002.6
Top 5 Winners (%)%
MSFT
microsoft corp
36.0 %
TMO
thermo fisher scientific inc
34.3 %
CVX
chevron corporation
21.8 %
BP
bp plc
19.0 %
RGLD
royal gold inc
18.2 %
Top 5 Winners ($)$
MSFT
microsoft corp
1.6 M
AAPL
apple inc
1.4 M
CVX
chevron corporation
0.7 M
AMGN
amgen inc
0.5 M
BP
bp plc
0.4 M
Top 5 Losers (%)%
GLW
corning inc
-39.8 %
AMAT
applied matls inc
-29.3 %
TPL
texas pacific land corporati
-25.6 %
IBM
international business machs
-20.6 %
HD
home depot inc
-19.2 %
Top 5 Losers ($)$
GLW
corning inc
-3.9 M
AMAT
applied matls inc
-2.9 M
MRVL
marvell technology inc
-1.5 M
IBM
international business machs
-1.0 M
AXP
american express co
-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 108 stocks in it's portfolio. About 32.1% of the portfolio is in top 10 stocks. GLW proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Insight Inv LLC last quarter.

$210.42MTotal Value
111Positions
27 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Insight Inv LLC, last reported on 27 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Inv LLC's holding in Etf Ser Solutions over time
0.17%4,160
$353.8K
0.17%
decreased 0.17 percentreduced
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
3.24%87,127
$6.82M
3.24%
decreased 0.55 percentreduced
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
$7.6K
0%
unchanged 0 percentunchanged
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Insight Inv LLC's holding in Asml Hldg Nv over time
0.1%118
$213.8K
0.1%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Insight Inv LLC's holding in Spdr Series Trust over time
0.1%1,715
$211.1K
0.1%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Insight Inv LLC's holding in Spdr Series Trust over time
0.01%126
$18.5K
0.01%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Insight Inv LLC's holding in Spdr Series Trust over time
0%2.00
$139
0%
new position
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Insight Inv LLC's holding in Vanguard Scottsdale Fds over time
1.44%39,287
$3.03M
1.44%
decreased 2.75 percentreduced