Investor
Insight Inv LLC
CIK 0001909322 · filed 2026-04-28 · SEC filing
13F book
$182.7M
Positions
104
0 new · 8 sold
Largest name
4.4%
Apple Inc. · AAPL
Est. mark
$3.27M
Price effect on 104 names still held. Flow $1.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 32K | $8.11M | 4.4% | −$577.7K | Cut−$602.4K |
| First Tr Exchange Traded Fd | — | 85.9K | $5.86M | 3.2% | −$89.6K | Added$633.4K |
| Alphabet Inc | — | 19K | $5.47M | 3.0% | −$483.7K | Cut−$499.7K |
| Corning Inc | — | 40.1K | $5.46M | 3.0% | $1.94M | Cut$1.78M |
| Applied Matls Inc | — | 14.3K | $4.87M | 2.7% | $1.21M | Cut$1.15M |
| Marvell Technology, Inc. | MRVL | 45.7K | $4.53M | 2.5% | $640K | Added$659.8K |
| Microsoft Corp | MSFT | 11.5K | $4.24M | 2.3% | −$1.12M | Added−$539.6K |
| Walmart Inc. | WMT | 32.6K | $4.06M | 2.2% | $420.2K | Cut$419.8K |
| Exxon Mobil Corp | — | 23.8K | $4.04M | 2.2% | $1.18M | Cut$1.17M |
| Jpmorgan Chase & Co. | — | 13.7K | $4.02M | 2.2% | −$381.6K | Added−$362.5K |
| International Business Machs | — | 15.2K | $3.67M | 2.0% | −$811.5K | Added−$792.1K |
| Amazon Com Inc | AMZN | 17.6K | $3.66M | 2.0% | −$393.8K | Added−$366.5K |
| Chevron Corp New | CVX | 17.3K | $3.58M | 2.0% | $929.5K | Added$979.2K |
| Graham Hldgs Co | — | 3.38K | $3.58M | 2.0% | −$133.7K | Added$27.1K |
| American Express Co | AXP | 11.8K | $3.57M | 2.0% | −$795.4K | Cut−$823.1K |
| Williams Sonoma Inc | WSM | 19.3K | $3.53M | 1.9% | $72.3K | Cut−$17.1K |
| RTX Corp | RTX | 17.8K | $3.43M | 1.9% | $167.8K | Added$191.9K |
| Eog Res Inc | — | 23.5K | $3.4M | 1.9% | $860K | Added$1.12M |
| Tjx Cos Inc New | — | 20.6K | $3.29M | 1.8% | $124.8K | Added$147.3K |
| Cisco Sys Inc | — | 40.7K | $3.16M | 1.7% | $22.8K | Added$24.7K |
| General Dynamics Corp | GD | 9.11K | $3.13M | 1.7% | $58.8K | Added$108.6K |
| Vanguard Scottsdale Fds | — | 39.3K | $3.12M | 1.7% | −$14.1K | Added$675.5K |
| Morgan Stanley | — | 18.9K | $3.12M | 1.7% | −$245.4K | Cut−$250.7K |
| Pepsico Inc | PEP | 19.9K | $3.09M | 1.7% | $227.3K | Added$318.1K |
| Madison Square Grdn Sprt Cor | — | 9.6K | $3.09M | 1.7% | $596.8K | Added$626.6K |
| Amgen Inc | AMGN | 8.77K | $3.08M | 1.7% | $214.3K | Added$225.9K |
| Citigroup Inc | — | 27K | $3.06M | 1.7% | −$88.5K | Cut−$108.1K |
| Johnson & Johnson | JNJ | 12.1K | $2.96M | 1.6% | $454.7K | Cut$445K |
| Allstate Corp | — | 13.7K | $2.83M | 1.6% | −$10.9K | Added$43K |
| Johnson Ctls Intl Plc | — | 20.4K | $2.67M | 1.5% | $226.1K | Added$252.3K |
| Pnc Finl Svcs Group Inc | — | 12.8K | $2.67M | 1.5% | −$8.08K | Added$29.6K |
| First Tr Exchange-Traded Fd | — | 52.1K | $2.6M | 1.4% | −$8.5K | Added$235.6K |
| Merck & Co., Inc. | MRK | 20.9K | $2.51M | 1.4% | $312.5K | Added$325.8K |
| Bp Plc | — | 52.9K | $2.49M | 1.4% | $633.7K | Added$693.6K |
| Oracle Corp | — | 16.8K | $2.48M | 1.4% | −$785.1K | Added−$726.1K |
| Berkley W R Corp | — | 37.1K | $2.46M | 1.3% | −$132.9K | Added$29.5K |
| Berkshire Hathaway Inc Del | — | 5.02K | $2.4M | 1.3% | −$113.4K | Added−$27.1K |
| Emerson Elec Co | — | 18.2K | $2.39M | 1.3% | −$29.7K | Added$69.9K |
| Qualcomm Inc | — | 17.1K | $2.2M | 1.2% | −$713.8K | Added−$690.7K |
| First Tr Exch Traded Fd Iii | — | 108.9K | $2.18M | 1.2% | −$1.09K | Cut−$438.4K |
| Procter And Gamble Co | PG | 14.8K | $2.13M | 1.2% | $15.8K | Added$127K |
| Ishares Tr | — | 10.5K | $2.01M | 1.1% | −$47.2K | Added$636.6K |
| Paccar Inc | PCAR | 17.2K | $1.99M | 1.1% | $102.9K | Added$108.7K |
| Ishares Tr | — | 4.65K | $1.98M | 1.1% | −$218K | Cut−$478.4K |
| Ishares Tr | — | 8.97K | $1.92M | 1.0% | $29.9K | Cut−$137.6K |
| Vanguard Index Fds | — | 2.95K | $1.76M | 1.0% | −$84.9K | Added−$39.5K |
| Schwab Strategic Tr | — | 56.9K | $1.75M | 1.0% | $104.8K | Added$862.9K |
| At&T Inc | — | 60K | $1.74M | 1.0% | $247K | Added$261.5K |
| Vanguard Scottsdale Fds | — | 21K | $1.74M | 1.0% | −$12.4K | Added$704.3K |
| First Tr Exch Traded Fd Iii | — | 86.8K | $1.73M | 0.9% | −$7.38K | Cut−$35.9K |
| Lincoln Natl Corp Ind | — | 48.6K | $1.72M | 0.9% | −$434.6K | Added−$418.6K |
| Ishares Tr | — | 17.5K | $1.62M | 0.9% | −$19.1K | Added$359.9K |
| Lowes Cos Inc | — | 6.6K | $1.56M | 0.9% | −$31.1K | Added$22K |
| Disney Walt Co | — | 14.2K | $1.37M | 0.8% | −$247.7K | Cut−$288.4K |
| Verizon Communications Inc | VZ | 20.8K | $1.05M | 0.6% | $197.3K | Cut$195.7K |
| Labcorp Holdings Inc. | LH | 3.9K | $1.04M | 0.6% | $62.2K | Cut$59.7K |
| Intel Corp | INTC | 22K | $970.1K | 0.5% | $158.9K | Cut$139.6K |
| Bristol-Myers Squibb Co | — | 15.3K | $926.5K | 0.5% | $102.5K | Cut$72.8K |
| Broadcom Inc. | AVGO | 2.8K | $865.4K | 0.5% | −$101.5K | Added−$94.3K |
| Southern Co | — | 8.92K | $861K | 0.5% | $82.4K | Added$89.7K |
| Texas Pacific Land Corporati | — | 1.69K | $802K | 0.4% | $316.6K | Cut$259.2K |
| Vanguard Index Fds | — | 3.69K | $724K | 0.4% | $19.2K | Cut−$45.7K |
| Cvs Health Corp | CVS | 8.93K | $641.1K | 0.4% | −$67.3K | Cut−$270.5K |
| Sprott Asset Management Lp | — | 25.8K | $628K | 0.3% | $19.1K | Held |
| Elevance Health Inc Formerly | — | 2.13K | $622.7K | 0.3% | −$122.9K | Cut−$221.8K |
| Ishares Tr | — | 8.54K | $576.4K | 0.3% | $13.1K | Cut−$4.43K |
| Alphabet Inc | — | 1.88K | $539.9K | 0.3% | −$50.7K | Cut−$235.2K |
| First Tr Exchange-Traded Fd | — | 13.6K | $538K | 0.3% | $15.1K | Cut$10.4K |
| Costco Whsl Corp New | — | 533 | $531.1K | 0.3% | $71.5K | Cut$63.7K |
| Visa Inc. | V | 1.5K | $451.8K | 0.2% | −$71.9K | Added−$68.3K |
| Home Depot, Inc. | HD | 1.28K | $421K | 0.2% | −$19.5K | Cut−$171.9K |
| Royal Gold Inc | RGLD | 1.51K | $385.6K | 0.2% | $48.8K | Cut$47.4K |
| Ishares Tr | — | 2.72K | $359.9K | 0.2% | $2.47K | Cut−$53.5K |
| Medtronic Plc | MDT | 4.06K | $351.7K | 0.2% | −$38.2K | Cut−$248K |
| Mcdonalds Corp | MCD | 993 | $308.6K | 0.2% | $5.12K | Cut−$66.4K |
| Thermo Fisher Scientific Inc. | TMO | 600 | $294.9K | 0.2% | −$52.8K | Cut−$53.3K |
| AbbVie Inc. | ABBV | 1.32K | $287.3K | 0.2% | −$14.5K | Added−$13.4K |
| Etf Ser Solutions | — | 4.17K | $284.1K | 0.2% | $18.1K | Cut−$7.45K |
| Bank New York Mellon Corp | — | 2.26K | $268.2K | 0.1% | $5.74K | Cut−$21.8K |
| Ishares Tr | — | 1.75K | $255.3K | 0.1% | $8.22K | Cut−$7.72K |
| Ishares Tr | — | 2.51K | $252.5K | 0.1% | $9.38K | Cut−$39.5K |
| Nvidia Corp | NVDA | 1.43K | $250.1K | 0.1% | −$16.9K | Added−$10.8K |
| Invesco Exchange Traded Fd T | — | 5.21K | $247.4K | 0.1% | $3.18K | Held |
| Ishares Tr | — | 2.58K | $233.8K | 0.1% | $2.76K | Cut−$193.9K |
| Ishares Tr | — | 1.82K | $225.7K | 0.1% | $7.5K | Cut−$114.1K |
| Vanguard Index Fds | — | 986 | $214.2K | 0.1% | $5.38K | Cut−$72.3K |
| Paramount Skydance Corp | PSKY | 20.4K | $183.9K | 0.1% | −$89.3K | Cut−$94.7K |
| Ishares Tr | — | 1.54K | $182.1K | 0.1% | $7.27K | Cut$3.18K |
| Ishares Tr | — | 234 | $152.9K | 0.1% | −$7.43K | Cut−$9.48K |
| Ishares Tr | — | 1.11K | $125.9K | 0.1% | −$11.3K | Held |
| Ishares Tr | — | 812 | $122.9K | 0.1% | $8.34K | Cut−$111.6K |
| Ishares Tr | — | 692 | $100.1K | 0.1% | $2.46K | Cut−$1.78K |
| Vanguard Growth Etf | — | 223 | $97.4K | 0.1% | −$11.4K | Held |
| Ishares Tr | — | 376 | $79.4K | 0.0% | −$346 | Held |
| Vanguard Index Fds | — | 194 | $55.7K | 0.0% | −$578 | Added$284 |
| First Tr Exchange-Traded Fd | — | 700 | $41.8K | 0.0% | −$105 | Held |
| Ishares Tr | — | 200 | $37.9K | 0.0% | $1.68K | Held |
| Vanguard Scottsdale Fds | — | 287 | $26.9K | 0.0% | $413 | Held |
| Ishares Tr | — | 82 | $25.7K | 0.0% | −$755 | Held |
| Ishares Tr | — | 76 | $9.74K | 0.0% | −$670 | Cut−$31.1K |
| First Tr Exchange Traded Fd | — | 201 | $7.77K | 0.0% | $2.15K | Held |
| Ishares Tr | — | 19 | $4.71K | 0.0% | $35 | Cut−$21.9K |
| Ishares Tr | — | 27 | $1.06K | 0.0% | $93 | Added$486 |
| Schwab Strategic Tr | — | 36 | $1.05K | 0.0% | $22 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.