Latest Insight Inv LLC Stock Portfolio
Insight Inv LLC Performance:
2026 Q1: 1.78%YTD: 1.78%2025: 13.43%
Performance for 2026 Q1 is 1.78%, and YTD is 1.78%, and 2025 is 13.43%.
About Insight Inv LLC and 13F Hedge Fund Stock Holdings
On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Inv LLC reported an equity portfolio of $182.7 Millions as of 31 Mar, 2026.
The top stock holdings of Insight Inv LLC are AAPL, AIRR, GOOG. The fund has invested 4.4% of it's portfolio in APPLE INC and 3.2% of portfolio in FIRST TR EXCHANGE TRADED FD.
The fund managers got completely rid off COGNIZANT TECHNOLOGY SOLUTIO (CTSH), FAIR ISAAC CORP (FICO) and ISHARES U S ETF TR (CCRV) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (IBCE) and MEDTRONIC PLC (MDT). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (IJR).
The top stock holdings of Insight Inv LLC are AAPL, AIRR, GOOG. The fund has invested 4.4% of it's portfolio in APPLE INC and 3.2% of portfolio in FIRST TR EXCHANGE TRADED FD.
The fund managers got completely rid off COGNIZANT TECHNOLOGY SOLUTIO (CTSH), FAIR ISAAC CORP (FICO) and ISHARES U S ETF TR (CCRV) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (IBCE) and MEDTRONIC PLC (MDT). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (IJR).
Insight Inv LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Insight Inv LLC made a return of 1.78% in the last quarter. In trailing 12 months, it's portfolio return was 64.62%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| schwab strategic tr | 76.67 |
| vanguard scottsdale fds | 70.06 |
| ishares tr | 58.82 |
| ishares tr | 51.49 |
| ishares tr | 30.44 |
| vanguard scottsdale fds | 28.4 |
| microsoft corp | 15.9 |
| first tr exchange traded fd | 14.06 |
Additions to existing portfolio by Insight Inv LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -82.41 |
| ishares tr | -74.5 |
| ishares tr | -51.14 |
| ishares tr | -45.97 |
| ishares tr | -35.79 |
| medtronic plc | -34.98 |
| vanguard index fds | -27.12 |
| home depot inc | -25.71 |
Insight Inv LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| cognizant technology solutio | -1,074,100 |
| valkyrie etf trust ii | -58,986 |
| ishares u s etf tr | -266,696 |
| spdr series trust | -193,660 |
| palo alto networks inc | -210,172 |
| spdr series trust | -27,971 |
| fair isaac corp | -277,262 |
| ishares tr | -3,994 |
Insight Inv LLC got rid off the above stocks
Sector Distribution
Insight Inv LLC has about 22.3% of it's holdings in Technology sector.
- Technology
- Others
- Financial Services
- Industrials
- Consumer Defensive
- Communication Services
- Consumer Cyclical
- Healthcare
- Energy
- Utilities
| Sector | % |
|---|---|
| Technology | 22.3 |
| Others | 21.4 |
| Financial Services | 13.2 |
| Industrials | 7.4 |
| Consumer Defensive | 7.3 |
| Communication Services | 7.3 |
| Consumer Cyclical | 7 |
| Healthcare | 6.4 |
| Energy | 6 |
| Utilities | 1.4 |
Market Cap. Distribution
Insight Inv LLC has about 72.7% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| MEGA-CAP | 45.2 |
| LARGE-CAP | 27.5 |
| UNALLOCATED | 21.4 |
| MID-CAP | 5.5 |
Stocks belong to which Index?
About 70.9% 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 500 | 68.1 |
| Others | 29 |
| RUSSELL 2000 | 2.8 |
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 104 stocks in it's portfolio. About 27.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GLW was the most profitable stock for Insight Inv LLC last quarter.
Last Reported on: 28 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.44 | 31,970 | 8,113,670 | reduced | -0.28 | ||
| ABBV | abbvie inc | 0.16 | 1,321 | 287,304 | added | 0.38 | ||
| ACIO | etf ser solutions | 0.16 | 4,167 | 284,086 | reduced | -8.76 | ||
| AIRR | first tr exchange traded fd | 3.21 | 85,879 | 5,863,820 | added | 14.06 | ||
| AIRR | first tr exchange traded fd | 0.00 | 201 | 7,768 | unchanged | 0.00 | ||
| ALL | allstate corp | 1.55 | 13,665 | 2,833,300 | added | 1.94 | ||
| AMAT | applied matls inc | 2.67 | 14,263 | 4,874,950 | reduced | -1.49 | ||
| AMGN | amgen inc | 1.69 | 8,766 | 3,084,320 | added | 0.38 | ||
| AMPS | ishares tr | 0.89 | 17,511 | 1,623,970 | added | 30.44 | ||
| AMZN | amazon com inc | 2.00 | 17,593 | 3,664,090 | added | 0.75 | ||
| ANTX | elevance health inc formerly | 0.34 | 2,127 | 622,679 | reduced | -11.71 | ||
| AVGO | broadcom inc | 0.47 | 2,796 | 865,390 | added | 0.83 | ||
| AXP | american express co | 1.95 | 11,789 | 3,565,940 | reduced | -0.63 | ||
| BIL | spdr series trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIL | spdr series trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BK | bank new york mellon corp | 0.15 | 2,261 | 268,222 | reduced | -9.49 | ||
| BMY | bristol-myers squibb co | 0.51 | 15,276 | 926,489 | reduced | -3.48 | ||
| BNDW | vanguard scottsdale fds | 1.71 | 39,326 | 3,117,370 | added | 28.4 | ||
| BNDW | vanguard scottsdale fds | 0.95 | 21,021 | 1,739,490 | added | 70.06 | ||
| BNDW | vanguard scottsdale fds | 0.01 | 287 | 26,903 | unchanged | 0.00 | ||