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Latest Insight Inv LLC Stock Portfolio

Insight Inv LLC Performance:
2025 Q4: 3.22%YTD: 13.43%2024: 16.76%
Performance for 2025 Q4 is 3.22%, and YTD is 13.43%, and 2024 is 16.76%.

About Insight Inv LLC and 13F Hedge Fund Stock Holdings

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Inv LLC reported an equity portfolio of $178.4 Millions as of 31 Dec, 2025.

The top stock holdings of Insight Inv LLC are AAPL, GOOG, AIRR. The fund has invested 4.9% of it's portfolio in APPLE INC and 3.4% of portfolio in ALPHABET INC.

The fund managers got completely rid off TARGET CORP (TGT), UNITED RENTALS INC (URI) and TEXAS INSTRS INC (TXN) stocks. They significantly reduced their stock positions in MEDTRONIC PLC (MDT), FIRST TR EXCHANGE-TRADED FD (FCVT) and BRISTOL-MYERS SQUIBB CO (BMY). Insight Inv LLC opened new stock positions in TEXAS PACIFIC LAND CORPORATI (TPL), BANK NEW YORK MELLON CORP (BK) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), ISHARES TR (IBCE) and VANGUARD SCOTTSDALE FDS (BNDW).

Insight Inv LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Insight Inv LLC made a return of 3.22% in the last quarter. In trailing 12 months, it's portfolio return was 13.43%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
texas pacific land corporati542,846
bank new york mellon corp289,993
schwab strategic tr1,025
ishares tr576
New stocks bought by Insight Inv LLC

Additions

Ticker% Inc.
broadcom inc33.45
ishares tr32.49
vanguard scottsdale fds31.42
schwab strategic tr29.05
eog res inc25.56
etf ser solutions24.61
first tr exchange-traded fd23.75
bp plc23.71
Additions to existing portfolio by Insight Inv LLC

Reductions

Ticker% Reduced
medtronic plc-45.21
first tr exchange-traded fd-40.43
bristol-myers squibb co-35.66
verizon communications inc-30.88
disney walt co-25.37
abbvie inc-13.42
first tr exch traded fd iii-13.27
ishares tr-12.07
Insight Inv LLC reduced stake in above stock

Sold off

Ticker$ Sold
target corp-716,703
texas instrs inc-211,473
ishares tr-61,024
united rentals inc-217,662
Insight Inv LLC got rid off the above stocks

Sector Distribution

Insight Inv LLC has about 23.6% of it's holdings in Technology sector.

Sector%
Technology23.6
Others20.7
Financial Services14.6
Consumer Cyclical7.4
Communication Services7.4
Industrials7.2
Consumer Defensive7
Healthcare6.4
Energy4.3
Utilities1.1

Market Cap. Distribution

Insight Inv LLC has about 71.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP41.6
MEGA-CAP30.2
UNALLOCATED20.7
MID-CAP6.7

Stocks belong to which Index?

About 72.4% of the stocks held by Insight Inv LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50069.7
Others27.6
RUSSELL 20002.7
Top 5 Winners (%)%
PSLV
sprott asset management lp
50.6 %
GOOG
alphabet inc
28.7 %
GOOG
alphabet inc
28.2 %
AMAT
applied matls inc
25.5 %
MRK
merck & co inc
24.2 %
Top 5 Winners ($)$
GOOG
alphabet inc
1.3 M
AMAT
applied matls inc
0.8 M
AAPL
apple inc
0.5 M
AXP
american express co
0.5 M
MRK
merck & co inc
0.4 M
Top 5 Losers (%)%
BTF
valkyrie etf trust ii
-70.0 %
ORCL
oracle corp
-30.7 %
paramount skydance corp
-28.3 %
HD
home depot inc
-14.7 %
labcorp holdings inc
-12.5 %
Top 5 Losers ($)$
ORCL
oracle corp
-1.4 M
MSFT
microsoft corp
-0.3 M
WSM
williams sonoma inc
-0.3 M
GHC
graham hldgs co
-0.2 M
WRB
berkley w r corp
-0.2 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. ORCL proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Insight Inv LLC last quarter.

Last Reported on: 06 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions