Insight Inv LLC Portfolio Holdings

Insight Inv LLC

  • $148 Million
  • Q2 2025

Insight Inv LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $148 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.23M, Microsoft Corp with a value of $5.14M, First Trust Rising Dividend Ac with a value of $4.77M, International Business Machines Corp with a value of $4.4M, and Amazon Com Inc with a value of $3.92M.

Examining the 13F form we can see an decrease of $134M in the current position value, from $282M to 148M.

Insight Inv LLC is based out at El Segundo, CA

Below you can find more details about Insight Inv LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Million
Technology: $35.2 Million
ETFs: $25.8 Million
Financial Services: $23.8 Million
Consumer Cyclical: $11.9 Million
Consumer Defensive: $11.2 Million
Healthcare: $10.6 Million
Communication Services: $10.4 Million
Industrials: $10.4 Million
Other: $8.54 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85T
$6.23 Million 4.21% of portfolio
30,387
Q2 2025 Reduced 55.79%
$3.79T
$5.14 Million 3.48% of portfolio
10,343
Q2 2025 Reduced 79.37%
$0
$4.77 Million 3.22% of portfolio
75,954
Q2 2025 Added 1.47%
$222B
$4.4 Million 2.97% of portfolio
14,913
Q2 2025 Reduced 1.94%
$2.4T
$3.92 Million 2.65% of portfolio
17,846
Q2 2025 Reduced 54.01%
$891B
$3.89 Million 2.63% of portfolio
13,402
Q2 2025 Reduced 54.38%
$247B
$3.77 Million 2.55% of portfolio
11,811
Q2 2025 Reduced 1.75%
$601B
$3.59 Million 2.43% of portfolio
16,414
Q2 2025 Reduced 2.71%
$13.5B
$3.42 Million 2.31% of portfolio
20,912
Q2 2025 Reduced 3.22%
$274B
$3.24 Million 2.19% of portfolio
33,154
Q2 2025 Reduced 3.37%
$1.26T
$3.13 Million 2.12% of portfolio
17,776
Q2 2025 Reduced 53.11%
$54.7B
$2.83 Million 1.91% of portfolio
36,502
Q2 2025 Reduced 0.02%
$279B
$2.74 Million 1.85% of portfolio
39,533
Q2 2025 Reduced 35.23%
$179B
$2.73 Million 1.84% of portfolio
17,121
Q2 2025 Reduced 1.46%
$0
$2.61 Million 1.77% of portfolio
129,995
Q2 2025 Added 15.61%
$233B
$2.59 Million 1.75% of portfolio
17,729
Q2 2025 Reduced 5.86%
$468B
$2.53 Million 1.71% of portfolio
23,431
Q2 2025 Reduced 4.95%
$0
$2.52 Million 1.7% of portfolio
31,668
Q2 2025 Reduced 0.86%
$255B
$2.49 Million 1.68% of portfolio
17,674
Q2 2025 Reduced 3.83%
$4.38B
$2.48 Million 1.68% of portfolio
2,626
Q2 2025 Reduced 3.38%
$164B
$2.44 Million 1.65% of portfolio
19,765
Q2 2025 Reduced 4.64%
$0
$2.39 Million 1.61% of portfolio
5,626
Q1 2025 Reduced 0.25%
$19.4B
$2.35 Million 1.59% of portfolio
32,032
Q2 2025 Added 0.22%
$309B
$2.34 Million 1.58% of portfolio
16,344
Q2 2025 Reduced 8.69%
$188B
$2.29 Million 1.55% of portfolio
26,933
Q2 2025 Reduced 1.23%
$217B
$2.26 Million 1.53% of portfolio
18,231
Q2 2025 Reduced 0.46%
$652B
$2.26 Million 1.53% of portfolio
4,660
Q2 2025 Reduced 77.58%
$59B
$2.2 Million 1.49% of portfolio
41,834
Q2 2025 Reduced 2.39%
$88.5B
$2.2 Million 1.49% of portfolio
7,560
Q2 2025 Reduced 4.05%
$78.7B
$2.12 Million 1.43% of portfolio
15,883
Q2 2025 Reduced 4.46%
$150B
$2.09 Million 1.42% of portfolio
7,502
Q2 2025 Reduced 40.66%
$73.8B
$2.02 Million 1.36% of portfolio
19,115
Q2 2025 Reduced 3.46%
$0
$1.97 Million 1.33% of portfolio
10,117
Q1 2025 Added 2.88%
$136B
$1.96 Million 1.32% of portfolio
10,683
Q2 2025 Reduced 2.55%
$377B
$1.94 Million 1.31% of portfolio
12,174
Q2 2025 Reduced 33.73%
$202B
$1.84 Million 1.24% of portfolio
13,907
Q2 2025 Reduced 1.23%
$83.8B
$1.83 Million 1.23% of portfolio
9,798
Q2 2025 Reduced 3.21%
$211B
$1.74 Million 1.17% of portfolio
60,066
Q2 2025 Added 0.67%
$467B
$1.66 Million 1.12% of portfolio
10,899
Q2 2025 Reduced 60.43%
$0
$1.6 Million 1.08% of portfolio
80,310
Q2 2025 Reduced 13.23%
$213B
$1.56 Million 1.05% of portfolio
19,647
Q2 2025 Reduced 43.51%
$34.1B
$1.5 Million 1.01% of portfolio
15,797
Q2 2025 Reduced 1.56%
$99.3B
$1.44 Million 0.97% of portfolio
31,027
Q2 2025 Reduced 2.42%
$7.36B
$1.42 Million 0.96% of portfolio
41,110
Q4 2024 Added 3.98%
$3.88B
$1.37 Million 0.93% of portfolio
6,565
Q2 2025 Added 0.11%
$0
$1.27 Million 0.86% of portfolio
25,770
Q2 2025 Added 33.04%
$71.3B
$1.25 Million 0.85% of portfolio
10,462
Q2 2025 Reduced 0.96%
$123B
$1.23 Million 0.83% of portfolio
14,073
Q2 2025 Reduced 48.74%
$186B
$1.22 Million 0.83% of portfolio
28,283
Q2 2025 Reduced 39.74%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $148 Million
  • Prior Value $282 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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