SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Insight Inv LLC

CIK 0001909322 · 330 ILLINOIS STREET, EL SEGUNDO, CA, 90245 · 310-426-6322

Reported Value
$170M
Q3 2025
Positions
112
Filings on Record
18
2019–present window
Filed
Oct 28, 2025
original filing

Summary

Insight Inv LLC reported $170M in U.S.-listed holdings across 112 positions for Q3 2025.

Its largest position, AAPL, represents 4.7% of the portfolio.

Compared with Q2 2025, the fund opened 5 new positions and exited 9.

Portfolio Metrics

Turnover
+2.6%
vs prior filed quarter
Top-10 Concentration
+27.8%
share of reported value
Largest Position
+4.7%
Apple
New / Exited
5 / 9
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $110MQ1 ’22Q2 ’22: $99MQ3 ’22: $90MQ4 ’22: $99MQ4 ’22Q1 ’23: $93MQ2 ’23: $97MQ3 ’23: $90MQ3 ’23Q4 ’23: $102MQ1 ’24: $115MQ2 ’24: $116MQ2 ’24Q3 ’24: $119MQ4 ’24: $144MQ1 ’25: $145MQ1 ’25Q2 ’25: $149MQ3 ’25: $170MQ4 ’25: $178MQ4 ’25Q1 ’26: $183Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 79.5%ETP: 17.4%Other: 2.0%ADR: 0.8%Closed-End Fund: 0.2%
  • Common Stock · 79.5% · $135M
  • ETP · 17.4% · $30M
  • Other · 2.0% · $3M
  • ADR · 0.8% · $1M
  • Closed-End Fund · 0.2% · $404,275

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+11.4K11.4K+$1M$1M
ISHARES TRNEW+5.2K5.2K+$1M$1M
SCHWAB STRATEGIC TRNEW+25.0K25.0K+$681,790$681,790
PSKYPARAMOUNT SKYDANCE CORPNEW+19.0K19.0K+$360,142$360,142
URIUNITED RENTALS INCNEW+228228+$217,662$217,662
VANGUARD INDEX FDSADDED+1.4K2.9K+$940,038$2M
INVESCO EXCH TRADED FD TR IISOLD OUT−16.4K0−$342,126$0
PARAMOUNT GLOBALSOLD OUT−19.8K0−$255,549$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

47 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLAPPLE INChistory →COM4.70%$8M31.4K
2RDVYFIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV · FST LOW OPPT EFT3.83%$7M106.8K
3MSFTMICROSOFT CORPhistory →COM3.05%$5M10.0K
4FIRST TR EXCH TRADED FD IIIULTRA SHT DUR MU · SHRT DUR MNG MUN2.80%$5M237.5K
5GOOGLALPHABET INChistory →CAP STK CL A2.72%$5M19.0K
6ORCLORACLE CORPhistory →COM2.71%$5M16.4K
7ISHARES TRRUS 1000 GRW ETF · RUS 1000 VAL ETF2.62%$4M15.0K
8IBMINTERNATIONAL BUSINESS MACHShistory →COM2.53%$4M15.2K
9JPMJPMORGAN CHASE & CO.history →COM2.50%$4M13.5K
10WSMWILLIAMS SONOMA INChistory →COM2.34%$4M20.4K
11AXPAMERICAN EXPRESS COhistory →COM2.34%$4M12.0K
12AMZNAMAZON COM INChistory →COM2.18%$4M16.9K
13MRVLMARVELL TECHNOLOGY INChistory →COM2.13%$4M43.2K
14GLWCORNING INChistory →COM2.02%$3M42.0K
15WMTWALMART INChistory →COM1.99%$3M33.0K
16GHCGRAHAM HLDGS COhistory →COM CL B1.89%$3M2.7K
17RTXRTX CORPORATIONhistory →COM1.76%$3M17.9K
18TJXTJX COS INC NEWhistory →COM1.76%$3M20.8K
19AMATAPPLIED MATLS INChistory →COM1.74%$3M14.5K
20GDGENERAL DYNAMICS CORPhistory →COM1.74%$3M8.7K
21DWDMORGAN STANLEYhistory →COM NEW1.74%$3M18.6K
22QCOMQUALCOMM INChistory →COM1.71%$3M17.5K
23ALSALLSTATE CORPhistory →COM1.65%$3M13.1K
24CSCOCISCO SYS INChistory →COM1.64%$3M40.7K
25TRVCCITIGROUP INChistory →COM NEW1.62%$3M27.1K
26EXMOCEXXON MOBIL CORPhistory →COM1.58%$3M23.9K
27WRBBERKLEY W R CORPhistory →COM1.56%$3M34.7K
28CHVCHEVRON CORP NEWhistory →COM1.52%$3M16.6K
29AMGNAMGEN INChistory →COM1.42%$2M8.6K
30VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD1.42%$2M30.2K
31BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.41%$2M4.8K
32PEPPEPSICO INChistory →COM1.38%$2M16.7K
33JNJJOHNSON & JOHNSONhistory →COM1.34%$2M12.3K
34EMREMERSON ELEC COhistory →COM1.34%$2M17.3K
35DISDISNEY WALT COhistory →COM1.32%$2M19.6K
36JOHNSON CTLS INTL PLCSHS1.28%$2M19.9K
37PGPROCTER AND GAMBLE COhistory →COM1.26%$2M14.0K
38PNCPNC FINL SVCS GROUP INChistory →COM1.23%$2M10.4K
39MSGSMADISON SQUARE GRDN SPRT CORhistory →CL A1.16%$2M8.7K
40EOGEOG RES INChistory →COM1.14%$2M17.3K
41LNCLINCOLN NATL CORP INDhistory →COM1.13%$2M47.9K
42VANGUARD INDEX FDSS&P 500 ETF SHS1.03%$2M2.9K
43PCARPACCAR INChistory →COM1.01%$2M17.5K
44TAT&T INCCOM0.99%$2M59.8K
45MRKMERCK & CO INCCOM0.94%$2M19.1K
46LOWLOWES COS INCCOM0.92%$2M6.2K
47BPBP PLCSPONSORED ADR0.84%$1M41.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$183M104Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$178M112Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$170M112Oct 28, 202513F-HRchanges · EDGAR ↗
Q2 2025$149M116Jul 24, 202513F-HRchanges · EDGAR ↗
Q1 2025$145M133Apr 25, 202513F-HRchanges · EDGAR ↗
Q4 2024$144M124Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$119M89Nov 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$116M88Aug 7, 202413F-HRchanges · EDGAR ↗
Q1 2024$115M89Apr 29, 202413F-HRchanges · EDGAR ↗
Q4 2023$102M87Jan 22, 202413F-HRchanges · EDGAR ↗
Q3 2023$90M86Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$97M88Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$93M88May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$99M97Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$90M99Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$99M163Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$110M100May 10, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.