Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Insight Inv LLC (CIK 1909322) reported $182.7M across 104 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($8.1M, 4.44%), RDVY ($5.9M, 3.21%), GOOGL ($5.5M, 2.99%), GLW ($5.5M, 2.99%), AMAT ($4.9M, 2.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $8.1M | 4.44% | 31,970 | Trimmed |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.9M | 3.21% | 85,879 | Added |
| 3 | GOOGL | ALPHABET INC | $5.5M | 2.99% | 19,013 | Trimmed |
| 4 | GLW | CORNING INC | $5.5M | 2.99% | 40,132 | Trimmed |
| 5 | AMAT | APPLIED MATLS INC | $4.9M | 2.67% | 14,263 | Trimmed |
| 6 | MRVL | MARVELL TECHNOLOGY INC | $4.5M | 2.48% | 45,689 | Added |
| 7 | MSFT | MICROSOFT CORP | $4.2M | 2.32% | 11,453 | Added |
| 8 | WMT | WALMART INC | $4.1M | 2.22% | 32,650 | Trimmed |
| 9 | XOM | EXXON MOBIL CORP | $4.0M | 2.21% | 23,829 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $4.0M | 2.20% | 13,664 | Added |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS | $3.7M | 2.01% | 15,158 | Added |
| 12 | AMZN | AMAZON COM INC | $3.7M | 2.01% | 17,593 | Added |
| 13 | GHC | GRAHAM HLDGS CO | $3.6M | 1.96% | 3,385 | Added |
| 14 | CVX | CHEVRON CORPORATION | $3.6M | 1.96% | 17,298 | Added |
| 15 | AXP | AMERICAN EXPRESS CO | $3.6M | 1.95% | 11,789 | Trimmed |
| 16 | WSM | WILLIAMS SONOMA INC | $3.5M | 1.93% | 19,338 | Trimmed |
| 17 | RTX | RTX CORPORATION | $3.4M | 1.88% | 17,787 | Added |
| 18 | EOG | EOG RES INC | $3.4M | 1.86% | 23,521 | Added |
| 19 | TJX | TJX COS INC NEW | $3.3M | 1.80% | 20,626 | Added |
| 20 | CSCO | CISCO SYS INC | $3.2M | 1.73% | 40,698 | Added |
| 21 | GD | GENERAL DYNAMICS CORP | $3.1M | 1.71% | 9,112 | Added |
| 22 | MS | MORGAN STANLEY | $3.1M | 1.71% | 18,936 | Trimmed |
| 23 | VCSH | VANGUARD SCOTTSDALE FDS | $3.1M | 1.71% | 39,326 | Added |
| 24 | PEP | PEPSICO INC | $3.1M | 1.69% | 19,895 | Added |
| 25 | AMGN | AMGEN INC | $3.1M | 1.69% | 8,766 | Added |
Source: SEC Form 13F filings · as of 2026-03-31