The Analysis of Insight Inv LLC's Holdings
Currently, Insight Inv LLC holds 112 types of securities in its portfolio with a total value $178.4M. In the most recent quarter, they have increased their positions in GHC (+495 shares, valued at $543.8K), TPL (+1.9K shares, valued at $542.8K), EOG (+4.4K shares, valued at $464.7K); decreased their positions in DIS (-5.0K shares, valued at $564.5K), N/A (-5.2K shares, valued at $494.8K), BMY (-8.8K shares, valued at $473.1K); initiated new positions in TPL (+1.9K shares, valued at $542.8K), BK (+2.5K shares, valued at $290.0K), SCHA (+36 shares, valued at $1.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC32.1K shares1.95%2025-12-312026-02-06
ALPHABET INC ALPHABET INC19.1K shares0.19%2025-12-312026-02-06 RDVY FIRST TR EXCHANGE TRADED FD75.3K shares9.67%2025-12-312026-02-06 MSFT MICROSOFT CORP9.9K shares-1.56%2025-12-312026-02-06 IBM INTERNATIONAL BUSINESS MACHS15.1K shares-1.11%2025-12-312026-02-06 AXP AMERICAN EXPRESS CO11.9K shares-0.92%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.13.6K shares0.77%2025-12-312026-02-06 AMZN AMAZON COM INC17.5K shares3.20%2025-12-312026-02-06 AMAT APPLIED MATLS INC14.5K shares0.01%2025-12-312026-02-06 GLW CORNING INC42.0K shares0.06%2025-12-312026-02-06 WMT WALMART INC32.7K shares-0.92%2025-12-312026-02-06 GHC GRAHAM HLDGS CO3.2K shares18.08%2025-12-312026-02-06 WSM WILLIAMS SONOMA INC19.8K shares-2.70%2025-12-312026-02-06 MS MORGAN STANLEY19.0K shares1.86%2025-12-312026-02-06 RTX RTX CORPORATION17.7K shares-1.53%2025-12-312026-02-06 ORCL ORACLE CORP16.4K shares0.08%2025-12-312026-02-06 TJX TJX COS INC NEW20.5K shares-1.29%2025-12-312026-02-06 CSCO CISCO SYS INC40.7K shares-0.11%2025-12-312026-02-06 QCOM QUALCOMM INC16.9K shares-3.37%2025-12-312026-02-06 XOM EXXON MOBIL CORP23.9K shares0.00%2025-12-312026-02-06 AMGN AMGEN INC8.7K shares1.99%2025-12-312026-02-06 ALL ALLSTATE CORP13.4K shares2.48%2025-12-312026-02-06 PEP PEPSICO INC19.3K shares15.73%2025-12-312026-02-06 PNC PNC FINL SVCS GROUP INC12.6K shares21.32%2025-12-312026-02-06 FUMB FIRST TR EXCH TRADED FD III130.7K shares-13.27%2025-12-312026-02-06 CVX CHEVRON CORP NEW17.1K shares2.50%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON12.2K shares-0.94%2025-12-312026-02-06 IWF ISHARES TR5.2K shares-1.44%2025-12-312026-02-06 MSGS MADISON SQUARE GRDN SPRT COR9.5K shares9.12%2025-12-312026-02-06 VCSH VANGUARD SCOTTSDALE FDS30.6K shares1.44%2025-12-312026-02-06 WRB BERKLEY W R CORP34.6K shares-0.32%2025-12-312026-02-06 JCI JOHNSON CTLS INTL PLC20.2K shares1.51%2025-12-312026-02-06 LMBS FIRST TR EXCHANGE-TRADED FD47.2K shares23.75%2025-12-312026-02-06 EMR EMERSON ELEC CO17.5K shares0.69%2025-12-312026-02-06 EOG EOG RES INC21.7K shares25.56%2025-12-312026-02-06 LNC LINCOLN NATL CORP IND48.1K shares0.52%2025-12-312026-02-06 IWD ISHARES TR9.8K shares-0.04%2025-12-312026-02-06 PG PROCTER AND GAMBLE CO14.0K shares0.00%2025-12-312026-02-06 PCAR PACCAR INC17.2K shares-1.69%2025-12-312026-02-06 BP BP PLC51.6K shares23.71%2025-12-312026-02-06 FSMB FIRST TR EXCH TRADED FD III88.2K shares1.73%2025-12-312026-02-06 DIS DISNEY WALT CO14.6K shares-25.37%2025-12-312026-02-06 LOW LOWES COS INC6.4K shares2.74%2025-12-312026-02-06 T AT&T INC59.5K shares-0.40%2025-12-312026-02-06 QUAL ISHARES TR6.9K shares32.49%2025-12-312026-02-06 USMV ISHARES TR13.4K shares17.97%2025-12-312026-02-06 CTSH COGNIZANT TECHNOLOGY SOLUTIO12.9K shares-7.47%2025-12-312026-02-06 VCIT VANGUARD SCOTTSDALE FDS12.4K shares31.42%2025-12-312026-02-06 LH LABCORP HOLDINGS INC3.9K shares-1.01%2025-12-312026-02-06 BROADCOM INC BROADCOM INC2.8K shares33.45%2025-12-312026-02-06 CVS CVS HEALTH CORP11.5K shares-1.50%2025-12-312026-02-06 SCHD SCHWAB STRATEGIC TR32.2K shares29.05%2025-12-312026-02-06 BMY BRISTOL-MYERS SQUIBB CO15.8K shares-35.66%2025-12-312026-02-06 VZ VERIZON COMMUNICATIONS INC20.9K shares-30.88%2025-12-312026-02-06 ELV ELEVANCE HEALTH INC FORMERLY2.4K shares-0.62%2025-12-312026-02-06 INTC INTEL CORP22.5K shares-6.01%2025-12-312026-02-06 ALPHABET INC ALPHABET INC2.5K shares3.52%2025-12-312026-02-06 SO SOUTHERN CO8.8K shares0.00%2025-12-312026-02-06 VTV VANGUARD INDEX FDS4.0K shares0.00%2025-12-312026-02-06 PSLV SPROTT ASSET MANAGEMENT LP25.8K shares0.00%2025-12-312026-02-06 MEDTRONIC PLC MEDTRONIC PLC6.2K shares-45.21%2025-12-312026-02-06 HD HOME DEPOT INC1.7K shares6.82%2025-12-312026-02-06 IJH ISHARES TR8.8K shares4.89%2025-12-312026-02-06 TPL TEXAS PACIFIC LAND CORPORATI1.9K sharesnew addition2025-12-312026-02-06 SDVY FIRST TR EXCHANGE-TRADED FD13.8K shares2.00%2025-12-312026-02-06 V VISA INC1.5K shares-0.13%2025-12-312026-02-06 COST COSTCO WHSL CORP NEW542 shares-1.09%2025-12-312026-02-06 IEFA ISHARES TR4.8K shares2.35%2025-12-312026-02-06 IJJ ISHARES TR3.1K shares-11.30%2025-12-312026-02-06 MCD MCDONALDS CORP1.2K shares-9.71%2025-12-312026-02-06 TMO THERMO FISHER SCIENTIFIC INC601 shares1.86%2025-12-312026-02-06 IJR ISHARES TR2.8K shares0.00%2025-12-312026-02-06 RGLD ROYAL GOLD INC1.5K shares1.40%2025-12-312026-02-06 ABBV ABBVIE INC1.3K shares-13.42%2025-12-312026-02-06 IJK ISHARES TR3.0K shares-0.99%2025-12-312026-02-06 SIXG ETF SER SOLUTIONS4.6K shares24.61%2025-12-312026-02-06 BK BANK NEW YORK MELLON CORP2.5K sharesnew addition2025-12-312026-02-06 VBR VANGUARD INDEX FDS1.4K shares18.37%2025-12-312026-02-06 FICO FAIR ISAAC CORP164 shares0.00%2025-12-312026-02-06 MEAR ISHARES U S ETF TR5.3K shares0.00%2025-12-312026-02-06 IWS ISHARES TR1.9K shares0.00%2025-12-312026-02-06 NVDA NVIDIA CORPORATION1.4K shares-0.14%2025-12-312026-02-06 DVY ISHARES TR1.7K shares0.00%2025-12-312026-02-06 PANW PALO ALTO NETWORKS INC1.1K shares0.97%2025-12-312026-02-06 SPYG SPDR SERIES TRUST1.8K shares0.00%2025-12-312026-02-06 IJS ISHARES TR1.6K shares-12.07%2025-12-312026-02-06 IVV ISHARES TR237 shares20.92%2025-12-312026-02-06 IVW ISHARES TR1.1K shares-6.86%2025-12-312026-02-06 VUG VANGUARD INDEX FDS223 shares0.00%2025-12-312026-02-06 IJT ISHARES TR722 shares-5.25%2025-12-312026-02-06 IVE ISHARES TR376 shares0.00%2025-12-312026-02-06 BTF VALKYRIE ETF TRUST II11.3K shares0.00%2025-12-312026-02-06 VO VANGUARD INDEX FDS191 shares0.00%2025-12-312026-02-06 FTSM FIRST TR EXCHANGE-TRADED FD700 shares-40.43%2025-12-312026-02-06 IWP ISHARES TR298 shares0.00%2025-12-312026-02-06 IWN ISHARES TR200 shares0.00%2025-12-312026-02-06 SDY SPDR SERIES TRUST201 shares0.00%2025-12-312026-02-06 IWM ISHARES TR108 shares0.00%2025-12-312026-02-06 VONV VANGUARD SCOTTSDALE FDS287 shares0.00%2025-12-312026-02-06 IWO ISHARES TR82 shares0.00%2025-12-312026-02-06 FTXN FIRST TR EXCHANGE TRADED FD201 shares0.00%2025-12-312026-02-06 EEM ISHARES TR73 shares0.00%2025-12-312026-02-06 SCHA SCHWAB STRATEGIC TR36 sharesnew addition2025-12-312026-02-06 IYZ ISHARES TR17 sharesnew addition2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available