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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%

No holdings matched the selected filter criteria.

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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.