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IIL

Insight Inv LLC Portfolio holdings

AUM $212M
1-Year Est. Return 60.58%
This Fund
S&P 500
This Quarter Est. Return
+33.4%
1 Year Est. Return
+60.58%
3 Year Est. Return
+136.39%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$212M
AUM Growth
+$29.4M
Cap. Flow
-$5.12M
Cap. Flow %
-2.41%
Top 10 Hldgs %
34.67%
Holding
111
New
7
Increased
22
Reduced
54
Closed
2

Top Buys

Rank Stock Value
1
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$537K
2
PANW icon
Palo Alto Networks
PANW
+$258K
3
PG icon
Procter & Gamble
PG
+$253K
4
WRB icon
W.R. Berkley
WRB
+$240K
5
CMI icon
Cummins
CMI
+$231K

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$4.04M
2
LH icon
Labcorp
LH
+$656K
3
MDT icon
Medtronic
MDT
+$352K
4
MRVL icon
Marvell Technology
MRVL
+$301K
5
GLW icon
Corning
GLW
+$291K

Sector Composition

Rank Sector Weight
1 Technology 30.96%
2 Financials 14.5%
3 Industrials 8.74%
4 Communication Services 6.87%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USMV icon
51
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$1.5M 0.71%
15,596
-1,915
-11% -$182K
LOW icon
52
Lowe's Companies
LOW
$116B
$1.44M 0.68%
6,545
-57
-0.9% -$12.9K
DIS icon
53
Walt Disney
DIS
$165B
$1.34M 0.63%
13,911
-330
-2% -$33.6K
T icon
54
AT&T
T
$165B
$1.2M 0.57%
58,051
-1,975
-3% -$49K
AVGO icon
55
Broadcom
AVGO
$1.82T
$1.03M 0.49%
2,726
-70
-3% -$28.1K
VZ icon
56
Verizon
VZ
$194B
$853K 0.4%
20,152
-683
-3% -$32K
BMY icon
57
Bristol-Myers Squibb
BMY
$127B
$848K 0.4%
14,711
-565
-4% -$32.4K
CVS icon
58
CVS Health
CVS
$137B
$839K 0.4%
8,115
-812
-9% -$72.5K
SO icon
59
Southern Company
SO
$110B
$833K 0.39%
8,705
-215
-2% -$20.2K
TPL icon
60
Texas Pacific Land
TPL
$28.9B
$740K 0.35%
1,690
– –
VTV icon
61
Vanguard Value ETF
VTV
$189B
$721K 0.34%
3,309
-381
-10% -$79.6K
IJH icon
62
iShares Core S&P Mid-Cap ETF
IJH
$123B
$649K 0.31%
8,415
-120
-1% -$8.8K
ELV icon
63
Elevance Health
ELV
$81.9B
$626K 0.3%
1,618
-509
-24% -$189K
GOOG icon
64
Alphabet (Google) Class C
GOOG
$3.9T
$617K 0.29%
1,745
-137
-7% -$49K
SDVY icon
65
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
$589K 0.28%
13,645
– –
V icon
66
Visa
V
$677B
$513K 0.24%
1,495
– –
COST icon
67
Costco
COST
$415B
$499K 0.24%
533
– –
PSLV icon
68
Sprott Physical Silver Trust
PSLV
$11.9B
$486K 0.23%
25,750
– –
HD icon
69
Home Depot
HD
$332B
$448K 0.21%
1,271
-9
-0.7% -$2.93K
UFOX
70
Defiance Space and Connective Tech ETF
UFOX
$851M
$396K 0.19%
4,167
– –
LH icon
71
Labcorp
LH
$24.3B
$395K 0.19%
1,410
-2,494
-64% -$656K
PANW icon
72
Palo Alto Networks
PANW
$264B
$385K 0.18%
+1,128
New +$258K
IJJ icon
73
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$346K 0.16%
2,344
-372
-14% -$52.6K
ABBV icon
74
AbbVie
ABBV
$458B
$334K 0.16%
1,328
+7
+0.5% +$1.51K
BNY
75
Bank of New York Mellon
BNY
$108B
$319K 0.15%
2,205
-56
-2% -$7.66K
1 2
3
4 5

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Insight Inv LLC's Q2 2026 Portfolio in Review

As of Q2 2026, Insight Inv LLC held 111 positions worth $212M, up 16% from $183M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Insight Inv LLC's Q2 2026 filing shows 7 new, 22 increased, 54 reduced and 2 closed positions. Its largest new stake was Palo Alto Networks: 1,128 shares worth $385K. The largest sale was ExxonMobil, an estimated $4.04M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 22% a quarter earlier, followed by Financials and Industrials.

  • Insight Inv LLC's largest Q2 2026 buy was Palo Alto Networks: 1,128 shares worth $385K.
  • Insight Inv LLC added most to First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2026, an estimated $537K increase.
  • Insight Inv LLC's biggest Q2 2026 reduction was Labcorp, cutting an estimated $656K.
  • Insight Inv LLC fully exited ExxonMobil in Q2 2026, selling an estimated $4.04M.
  • Insight Inv LLC's ten largest holdings make up 35% of its $212M portfolio in Q2 2026.
  • Insight Inv LLC opened 7 new positions and closed 2 in Q2 2026.
  • Insight Inv LLC's portfolio value rose 16% quarter-over-quarter to $212M.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.