Q3 2026 13F · SEC CIK 1909322

Insight Inv LLC

Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $210.4M
Reported positions: 108
Top holdings a year, 3 yrs: +24.0%
Assets under management: $245.7M

Insight Inv LLC is a wealth manager that reported 108 positions worth $210.4M in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Marvell Technology Inc (MRVL, 5.5%), Apple Inc (AAPL, 4.9%), Applied Matls Inc (AMAT, 3.4%). A portfolio copying its top holdings returned 24.0% a year over the last 3 years, against 20.4% for the S&P 500.

Insight Inv LLC holdings largest 50 of 108 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Insight Inv LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MRVLMarvell Technology Inc	5.5%	6.2%	43,890	-0.7%	$11.6M
AAPLApple Inc	4.9%	4.3%	31,126	-0.9%	$10.4M
AMATApplied Matls Inc	3.4%	4.7%	13,836	-0.2%	$7.1M
RDVYFirst Tr Exchange Traded Fd	3.2%	3.3%	87,127	-0.6%	$6.8M
GOOGLAlphabet Inc	3.0%	3.1%	18,308	-0.5%	$6.3M
MSFTMicrosoft Corp	2.9%	2.0%	11,975	+6.1%	$6.1M
GLWCorning Inc	2.8%	4.6%	38,455	-0.2%	$5.9M
AMZNAmazon Com Inc	2.2%	2.0%	18,243	+3.2%	$4.5M
JPMJpmorgan Chase & Co	2.1%	2.1%	13,607	-0.1%	$4.5M
CSCOCisco Sys Inc	2.0%	2.2%	39,673	-0.1%	$4.3M
WSMWilliams Sonoma Inc	2.0%	2.1%	18,643	-0.2%	$4.2M
CVXChevron Corporation	1.9%	1.4%	19,205	+11.2%	$3.9M
GHCGraham Hldgs Co Com Cl B	1.9%	1.9%	3,433	-0.1%	$3.9M
XOMExxonmobil Holdings Corp	1.9%	—	23,918	—	$3.9M
IBMInternational Business Machs	1.8%	2.0%	17,678	+16.2%	$3.9M
AXPAmerican Express Co	1.8%	1.9%	12,414	+5.5%	$3.8M
MSGKMadison Square Grdn Sprt Corp Cl A	1.8%	1.8%	9,228	-2.4%	$3.7M
AMGNAmgen Inc	1.7%	1.5%	8,714	-0.1%	$3.7M
MSMorgan Stanley	1.7%	1.9%	19,144	-0.3%	$3.6M
RTXRtx Corporation	1.7%	1.6%	18,771	+5.4%	$3.5M
CCitigroup Inc	1.6%	1.8%	26,816	-0.4%	$3.5M
EOGEog Res Inc	1.6%	1.5%	24,605	+2.2%	$3.4M
QCOMQualcomm Inc	1.6%	1.5%	18,195	+8.0%	$3.3M
WMTWalmart Inc	1.6%	1.7%	32,145	-0.3%	$3.3M
JNJJohnson & Johnson	1.5%	1.4%	12,074	+0.0%	$3.2M
LMBSFirst Tr Exchange-Traded Fd	1.5%	1.5%	65,489	+4.1%	$3.2M
GDGeneral Dynamics Corp	1.4%	1.5%	9,177	+1.2%	$3.0M
ALLAllstate Corp	1.4%	1.5%	13,682	+0.3%	$3.0M
VCSHVanguard Scottsdale Fds	1.4%	1.5%	39,287	-2.8%	$3.0M
PEPPepsico Inc	1.4%	1.3%	23,660	+16.4%	$3.0M
PGProcter & Gamble Co	1.4%	1.1%	20,551	+24.6%	$3.0M
MRKMerck & Co Inc	1.4%	1.2%	20,428	+0.0%	$3.0M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.3%	5,851	+7.3%	$2.9M
WRBBerkley W R Corp	1.4%	1.4%	42,475	+4.5%	$2.9M
PNCPnc Finl Svcs Group Inc	1.4%	1.5%	12,884	-0.3%	$2.9M
JCIJohnson Controls Internation	1.4%	1.4%	19,259	-1.8%	$2.9M
EMREmerson Elec Co	1.4%	1.2%	18,359	+0.5%	$2.8M
ORCLOracle Corp	1.3%	1.2%	20,614	+20.7%	$2.8M
TJXTjx Cos Inc New	1.3%	1.5%	20,459	-0.2%	$2.7M
QUALIshares Tr	1.2%	1.2%	11,797	+3.8%	$2.6M
INTCIntel Corp	1.2%	1.3%	20,437	-0.1%	$2.5M
BPBp PLC	1.1%	0.9%	51,946	-0.3%	$2.3M
IWDIshares Tr	1.1%	1.0%	8,971	+0.0%	$2.2M
IWFIshares Tr	1.0%	1.0%	17,590	-1.1%	$2.2M
LNCLincoln Natl Corp Ind	1.0%	0.8%	53,302	+11.7%	$2.1M
FUMBFirst Trust Ultra Short Duration Municip	1.0%	1.0%	107,001	-1.4%	$2.1M
SCHDSchwab Strategic Tr	1.0%	0.9%	63,928	+4.6%	$2.1M
VOOVanguard Index Fds	0.9%	0.9%	2,699	-5.8%	$1.9M
PCARPaccar Inc	0.9%	1.0%	16,983	+0.0%	$1.9M
FSMBFirst Tr Exch Traded Fd III	0.9%	0.9%	94,681	+3.5%	$1.8M

What Insight Inv LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +38.2% /yr; S&P 500 +20.1%
3 years: +24.0% /yr; S&P 500 +20.4%
5 years: +17.6% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$210.4M	108
Q2 2026	$212.1M	109
Q1 2026	$182.7M	104
Q4 2025	$178.4M	112
Q3 2025	$170.3M	112
Q2 2025	$149.1M	116
Q1 2025	$145.4M	133
Q4 2024	$143.6M	124
Q3 2024	$119.2M	89
Q2 2024	$115.8M	88
Q1 2024	$115.2M	89
Q4 2023	$102.1M	87

Questions about Insight Inv LLC's portfolio

What stocks does Insight Inv LLC own?

Insight Inv LLC's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 108 positions worth $210.4M. The largest are Marvell Technology Inc (MRVL) at 5.5%, Apple Inc (AAPL) at 4.9%, Applied Matls Inc (AMAT) at 3.4%, First Tr Exchange Traded Fd (RDVY) at 3.2% and Alphabet Inc (GOOGL) at 3.0%.

What did Insight Inv LLC buy last quarter?

In Q3 2026, Insight Inv LLC added Procter & Gamble Co (PG) (+24.6% shares), Oracle Corp (ORCL) (+20.7% shares) and Pepsico Inc (PEP) (+16.4% shares), compared with its Q2 2026 filing.

What did Insight Inv LLC sell last quarter?

In Q3 2026, Insight Inv LLC cut from its top 50 Vanguard Scottsdale Fds (VCIT) and Vanguard Index Fds (VOO) (-5.8% shares), compared with its Q2 2026 filing.

How has Insight Inv LLC's portfolio performed?

A portfolio copying Insight Inv LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +38.2% against +20.1%. Over 5 years: +17.6% a year against +16.8%.

When is Insight Inv LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Insight Inv LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Insight Inv LLC manage?

Insight Inv LLC reported $245.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $210.4M.