SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Insight Inv LLC

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

Reported Value
$178M
Q4 2025
Positions
112
Filings on Record
18
2019–present window
Filed
Feb 6, 2026
original filing

Summary

Insight Inv LLC reported $178M in U.S.-listed holdings across 112 positions for Q4 2025.

Its largest position, AAPL, represents 4.9% of the portfolio.

Compared with Q3 2025, the fund opened 4 new positions and exited 4.

Portfolio Metrics

Turnover
+4.1%
vs prior filed quarter
Top-10 Concentration
+27.8%
share of reported value
Largest Position
+4.9%
Apple
New / Exited
4 / 4
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: 79.3%ETP: 17.7%Other: 1.7%ADR: 1.0%Closed-End Fund: 0.3%
  • Common Stock · 79.3% · $141M
  • ETP · 17.7% · $31M
  • Other · 1.7% · $3M
  • ADR · 1.0% · $2M
  • Closed-End Fund · 0.3% · $608,988

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TPLTEXAS PACIFIC LAND CORPORATINEW+1.9K1.9K+$542,846$542,846
BNYBANK NEW YORK MELLON CORPNEW+2.5K2.5K+$289,993$289,993
SCHWAB STRATEGIC TRNEW+3636+$1,025$1,025
ISHARES TRNEW+1717+$576$576
DYHTARGET CORPSOLD OUT−8.0K0−$716,703$0
URIUNITED RENTALS INCSOLD OUT−2280−$217,662$0
TXNTEXAS INSTRS INCSOLD OUT−1.2K0−$211,473$0
ISHARES TRSOLD OUT−4880−$61,024$0

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

Holdings — Q4 2025

47 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLAPPLE INChistory →COM4.89%$9M32.1K
2RDVYFIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV · FST LOW OPPT EFT4.26%$8M122.5K
3GOOGLALPHABET INChistory →CAP STK CL A3.35%$6M19.1K
4MSFTMICROSOFT CORPhistory →COM2.68%$5M9.9K
5ISHARES TRRUS 1000 GRW ETF · RUS 1000 VAL ETF2.53%$5M15.0K
6IBMINTERNATIONAL BUSINESS MACHShistory →COM2.50%$4M15.1K
7FIRST TR EXCH TRADED FD IIIULTRA SHT DUR MU · SHRT DUR MNG MUN2.46%$4M219.0K
8AXPAMERICAN EXPRESS COhistory →COM2.46%$4M11.9K
9JPMJPMORGAN CHASE & CO.history →COM2.46%$4M13.6K
10AMZNAMAZON COM INChistory →COM2.26%$4M17.5K
11MRVLMARVELL TECHNOLOGY INChistory →COM2.17%$4M45.5K
12AMATAPPLIED MATLS INChistory →COM2.09%$4M14.5K
13GLWCORNING INChistory →COM2.06%$4M42.0K
14WMTWALMART INChistory →COM2.04%$4M32.7K
15GHCGRAHAM HLDGS COhistory →COM CL B1.99%$4M3.2K
16WSMWILLIAMS SONOMA INChistory →COM1.99%$4M19.8K
17DWDMORGAN STANLEYhistory →COM NEW1.89%$3M19.0K
18RTXRTX CORPORATIONhistory →COM1.82%$3M17.7K
19ORCLORACLE CORPhistory →COM1.79%$3M16.4K
20TRVCCITIGROUP INChistory →COM NEW1.78%$3M27.1K
21TJXTJX COS INC NEWhistory →COM1.76%$3M20.5K
22CSCOCISCO SYS INChistory →COM1.76%$3M40.7K
23GDGENERAL DYNAMICS CORPhistory →COM1.69%$3M9.0K
24QCOMQUALCOMM INChistory →COM1.62%$3M16.9K
25EXMOCEXXON MOBIL CORPhistory →COM1.61%$3M23.9K
26AMGNAMGEN INChistory →COM1.60%$3M8.7K
27ALSALLSTATE CORPhistory →COM1.56%$3M13.4K
28PEPPEPSICO INChistory →COM1.55%$3M19.3K
29PNCPNC FINL SVCS GROUP INChistory →COM1.48%$3M12.6K
30CHVCHEVRON CORP NEWhistory →COM1.46%$3M17.1K
31JNJJOHNSON & JOHNSONhistory →COM1.41%$3M12.2K
32MSGSMADISON SQUARE GRDN SPRT CORhistory →CL A1.38%$2M9.5K
33VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD1.37%$2M30.6K
34BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.36%$2M4.8K
35WRBBERKLEY W R CORPhistory →COM1.36%$2M34.6K
36JOHNSON CTLS INTL PLCSHS1.36%$2M20.2K
37EMREMERSON ELEC COhistory →COM1.30%$2M17.5K
38EOGEOG RES INChistory →COM1.28%$2M21.7K
39MRKMERCK & CO INChistory →COM1.23%$2M20.8K
40LNCLINCOLN NATL CORP INDhistory →COM1.20%$2M48.1K
41PGPROCTER AND GAMBLE COhistory →COM1.12%$2M14.0K
42PCARPACCAR INChistory →COM1.05%$2M17.2K
43VANGUARD INDEX FDSS&P 500 ETF SHS1.01%$2M2.9K
44BPBP PLChistory →SPONSORED ADR1.01%$2M51.6K
45DISDISNEY WALT COCOM0.93%$2M14.6K
46LOWLOWES COS INCCOM0.86%$2M6.4K
47TAT&T INCCOM0.83%$1M59.5K

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 ↗.