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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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