Insight Inv LLC Reduced Holdings in Q2 2025

Insight Inv LLC

  • $148 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-39.8K
- 79.37%
$354.56 - $497.45 $14.1M - $19.8M
10.3K $5.14M
COST
Costco Wholesale Corp

Consumer Defensive
-14.2K
- 96.13%
$908.13 - $1056.85 $12.9M - $15.1M
573 $567K
AAPL
Apple Inc.

Technology
-38.3K
- 55.79%
$172.42 - $223.89 $6.61M - $8.59M
30.4K $6.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-16.1K
- 77.58%
$483.48 - $539.8 $7.79M - $8.7M
4.66K $2.26M
V
Visa Inc.

Financial Services
-13.5K
- 89.74%
$308.27 - $373.31 $4.16M - $5.03M
1.54K $547K
MCD
Mcdonalds Corp

Consumer Cyclical
-14.2K
- 91.24%
$285.55 - $321.23 $4.07M - $4.58M
1.37K $399K
AMZN
Amazon Com Inc

Consumer Cyclical
-21K
- 54.01%
$167.32 - $223.3 $3.51M - $4.68M
17.8K $3.92M
JPM
Jpmorgan Chase & CO

Financial Services
-16K
- 54.38%
$210.28 - $289.91 $3.36M - $4.63M
13.4K $3.89M
PANW
Palo Alto Networks Inc

Technology
-18.2K
- 93.71%
$152.44 - $204.64 $2.77M - $3.72M
1.22K $249K
TXN
Texas Instruments Inc

Technology
-15.3K
- 93.02%
N/A
1.15K $223K
ADBE
Adobe Inc.

Technology
-7.14K
- 91.94%
$340.0 - $420.68 $2.43M - $3M
626 $242K
GOOGL
Alphabet Inc.

Communication Services
-20.1K
- 53.11%
$144.7 - $178.6 $2.91M - $3.6M
17.8K $3.13M
AMGN
Amgen Inc

Healthcare
-5.14K
- 40.66%
$262.28 - $309.85 $1.35M - $1.59M
7.5K $2.09M
MRK
Merck & Co., Inc.

Healthcare
-15.1K
- 43.51%
$73.47 - $87.12 $1.11M - $1.32M
19.6K $1.56M
MDT
Medtronic PLC

Healthcare
-13.4K
- 48.74%
$80.68 - $88.86 $1.08M - $1.19M
14.1K $1.23M
PG
Procter & Gamble CO

Consumer Defensive
-6.2K
- 33.73%
$157.66 - $172.39 $977K - $1.07M
12.2K $1.94M
NVDA
Nvidia Corp

Technology
-10.3K
- 84.95%
$94.31 - $157.99 $972K - $1.63M
1.83K $288K
CSCO
Cisco Systems, Inc.

Technology
-21.5K
- 35.23%
$53.19 - $69.38 $1.14M - $1.49M
39.5K $2.74M
VZ
Verizon Communications Inc

Communication Services
-18.7K
- 39.74%
$41.67 - $45.62 $777K - $851K
28.3K $1.22M
CVX
Chevron Corp

Energy
-1.56K
- 8.69%
$133.73 - $168.51 $208K - $262K
16.3K $2.34M
BMY
Bristol Myers Squibb CO

Healthcare
-770
- 2.42%
$44.12 - $59.6 $34K - $45.9K
31K $1.44M
XOM
Exxon Mobil Corp

Energy
-1.22K
- 4.95%
$99.93 - $119.04 $122K - $145K
23.4K $2.53M
PFE
Pfizer Inc

Healthcare
-10.7K
- 55.27%
$21.59 - $24.84 $231K - $265K
8.65K $209K
MEAR
Blackrock Short Maturity Munic

ETFs
-5.5K
- 42.97%
$49.74 - $50.27 $274K - $276K
7.3K $366K
PEP
Pepsico Inc

Consumer Defensive
-173
- 1.23%
$128.02 - $151.37 $22.1K - $26.2K
13.9K $1.84M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-12.3K
- 13.23%
$19.58 - $19.93 $240K - $244K
80.3K $1.6M
BP
Bp PLC

Energy
-1.24K
- 3.06%
$26.11 - $33.81 $32.2K - $41.8K
39.1K $1.17M
TGT
Target Corp

Consumer Defensive
-620
- 5.13%
$88.76 - $105.77 $55K - $65.6K
11.5K $1.13M
GHC
Graham Holdings CO

Consumer Defensive
-92
- 3.38%
$876.56 - $1003.53 $80.6K - $92.3K
2.63K $2.48M
ALL
Allstate Corp

Financial Services
-238
- 1.81%
$180.53 - $212.64 $43K - $50.6K
12.9K $2.59M
EOG
Eog Resources Inc

Energy
-101
- 0.96%
$104.61 - $129.97 $10.6K - $13.1K
10.5K $1.25M
TJX
Tjx Companies Inc

Consumer Cyclical
-962
- 4.64%
$119.13 - $135.03 $115K - $130K
19.8K $2.44M
LOW
Lowes Companies Inc

Consumer Cyclical
-102
- 1.9%
$210.83 - $235.28 $21.5K - $24K
5.27K $1.17M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-11
- 1.72%
$390.26 - $489.06 $4.29K - $5.38K
627 $254K
PCAR
Paccar Inc

Industrials
-250
- 1.56%
$86.4 - $99.09 $21.6K - $24.8K
15.8K $1.5M
ABBV
Abb Vie Inc.

Healthcare
-23
- 1.34%
$170.16 - $206.27 $3.91K - $4.74K
1.7K $315K
IWN
Ishares Russell2000 Val ETF

ETFs
-200
- 37.95%
$131.84 - $157.76 $26.4K - $31.6K
327 $51K
CVS
Cvs Health Corp

Healthcare
-528
- 4.03%
$60.04 - $70.18 $31.7K - $37.1K
12.6K $867K
SO
Southern CO

Utilities
-185
- 2.05%
$84.91 - $92.56 $15.7K - $17.1K
8.85K $812K
HD
Home Depot, Inc.

Consumer Cyclical
-40
- 2.45%
$335.24 - $380.78 $13.4K - $15.2K
1.59K $582K
INTC
Intel Corp

Technology
-170
- 0.8%
$18.13 - $22.69 $3.08K - $3.86K
21K $469K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-275
- 0.86%
$77.94 - $79.5 $21.4K - $21.9K
31.7K $2.52M
Labcorp Holdings Inc
-115
- 2.84%
N/A
3.93K $0
WSM
Williams Sonoma Inc

Consumer Cyclical
-695
- 3.22%
$137.62 - $174.44 $95.6K - $121K
20.9K $3.42M
EEM
Ishares Msci Emerging Markets

ETFs
-17
- 18.89%
$38.52 - $48.28 $655 - $821
73 $3K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-132
- 0.8%
$20.12 - $21.0 $2.66K - $2.77K
16.4K $342K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-47
- 1.39%
$83.54 - $100.04 $3.93K - $4.7K
3.32K $330K
PARA
Paramount Global

Communication Services
-1.05K
- 5.03%
$10.65 - $12.9 $11.2K - $13.5K
19.8K $255K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-48
- 1.67%
$90.56 - $109.49 $4.35K - $5.26K
2.83K $309K
Activity Summary
Buys All Purchases 12 New Holdings 3 Increased Positions 9 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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