Insight Inv LLC
105 holdingsFiling period: 2026-03-31Current AUM: $211.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 32.0K | $8.1M | $9.9M | 4.68% | -91 | 2026-03-31 |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | 85.9K | $5.9M | $7.0M | 3.30% | +10.6K | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 19.0K | $5.5M | $6.8M | 3.21% | -51 | 2026-03-31 |
| 4 | GLW | CORNING INC | 40.1K | $5.5M | $5.5M | 2.63% | -1,900 | 2026-03-31 |
| 5 | AMAT | APPLIED MATLS INC | 14.3K | $4.9M | $7.2M | 3.43% | -215 | 2026-03-31 |
| 6 | MRVL | MARVELL TECHNOLOGY INC | 45.7K | $4.5M | $8.6M | 4.06% | +200 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 11.5K | $4.2M | $5.3M | 2.52% | +1.6K | 2026-03-31 |
| 8 | WMT | WALMART INC | 32.6K | $4.1M | $3.6M | 1.72% | -4 | 2026-03-31 |
| 9 | XOM | EXXON MOBIL CORP | 23.8K | $4.0M | $3.7M | 1.75% | -40 | 2026-03-31 |
| 10 | XOM | EXXON MOBIL CORP | 23.8K | $4.0M | $3.7M | 1.75% | -40 | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 13.7K | $4.0M | $4.8M | 2.28% | +65 | 2026-03-31 |
| 12 | IBM | INTERNATIONAL BUSINESS MACHS | 15.2K | $3.7M | $3.4M | 1.61% | +80 | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 17.6K | $3.7M | $4.8M | 2.26% | +131 | 2026-03-31 |
| 14 | CVX | CHEVRON CORPORATION | 17.3K | $3.6M | $3.4M | 1.61% | +240 | 2026-03-31 |
| 15 | GHC | GRAHAM HLDGS CO | 3.4K | $3.6M | $4.1M | 1.93% | +152 | 2026-03-31 |
| 16 | AXP | AMERICAN EXPRESS CO | 11.8K | $3.6M | $4.0M | 1.88% | -75 | 2026-03-31 |
| 17 | WSM | WILLIAMS SONOMA INC | 19.3K | $3.5M | $4.4M | 2.09% | -501 | 2026-03-31 |
| 18 | RTX | RTX CORPORATION | 17.8K | $3.4M | $3.8M | 1.81% | +125 | 2026-03-31 |
| 19 | EOG | EOG RES INC | 23.5K | $3.4M | $3.5M | 1.66% | +1.8K | 2026-03-31 |
| 20 | TJX | TJX COS INC NEW | 20.6K | $3.3M | $3.2M | 1.54% | +141 | 2026-03-31 |
| 21 | CSCO | CISCO SYS INC | 40.7K | $3.2M | $4.7M | 2.24% | +25 | 2026-03-31 |
| 22 | GD | GENERAL DYNAMICS CORP | 9.1K | $3.1M | $3.5M | 1.65% | +145 | 2026-03-31 |
| 23 | VCSH | VANGUARD SCOTTSDALE FDS | 39.3K | $3.1M | $3.1M | 1.46% | +8.7K | 2026-03-31 |
| 24 | MS | MORGAN STANLEY | 18.9K | $3.1M | $4.0M | 1.89% | -30 | 2026-03-31 |
| 25 | PEP | PEPSICO INC | 19.9K | $3.1M | $2.8M | 1.32% | +585 | 2026-03-31 |
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