Insight Inv LLC
CIK: 0001909322SEC EDGAR →
Portfolio Value
$178.4M
Holdings
112
As of
Q4 2025
New Positions
112
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 32,061 | $8.7M | 4.89% |
| 2 | ALPHABET INC | 19,064 | $6.0M | 3.35% |
| 3 | FIRST TR EXCHANGE TRADED FD | 75,291 | $5.2M | 2.93% |
| 4 | MICROSOFT CORP | 9,882 | $4.8M | 2.68% |
| 5 | INTERNATIONAL BUSINESS MACHS | 15,078 | $4.5M | 2.50% |
| 6 | AMERICAN EXPRESS CO | 11,864 | $4.4M | 2.46% |
| 7 | JPMORGAN CHASE & CO. | 13,599 | $4.4M | 2.46% |
| 8 | AMAZON COM INC | 17,462 | $4.0M | 2.26% |
| 9 | MARVELL TECHNOLOGY INC | 45,489 | $3.9M | 2.17% |
| 10 | APPLIED MATLS INC | 14,478 | $3.7M | 2.09% |
Quarterly Changes
New Positions (112)
$8.7M · 32K shares
$6.0M · 19K shares
$5.2M · 75K shares
$4.8M · 10K shares
$4.5M · 15K shares
$4.4M · 12K shares
$4.4M · 14K shares
$4.0M · 17K shares
$3.9M · 45K shares
$3.7M · 14K shares
$3.7M · 42K shares
$3.6M · 33K shares
$3.6M · 3K shares
$3.5M · 20K shares
$3.4M · 19K shares
$3.2M · 18K shares
$3.2M · 16K shares
$3.2M · 27K shares
$3.1M · 20K shares
$3.1M · 41K shares
$3.0M · 9K shares
$2.9M · 17K shares
$2.9M · 24K shares
$2.9M · 9K shares
$2.8M · 13K shares
$2.8M · 19K shares
$2.6M · 13K shares
$2.6M · 131K shares
$2.6M · 17K shares
$2.5M · 12K shares
$2.5M · 5K shares
$2.5M · 10K shares
$2.4M · 31K shares
$2.4M · 5K shares
$2.4M · 35K shares
$2.4M · 20K shares
$2.4M · 47K shares
$2.3M · 17K shares
$2.3M · 22K shares
$2.2M · 21K shares
$2.1M · 48K shares
$2.1M · 10K shares
$2.0M · 14K shares
$1.9M · 17K shares
$1.8M · 3K shares
$1.8M · 52K shares
$1.8M · 88K shares
$1.7M · 15K shares
$1.5M · 6K shares
$1.5M · 60K shares
$1.4M · 7K shares
$1.3M · 13K shares
$1.1M · 13K shares
$1.0M · 12K shares
$981K · 4K shares
$959K · 3K shares
$911K · 11K shares
$884K · 32K shares
$853K · 16K shares
$850K · 21K shares
$844K · 2K shares
$830K · 23K shares
$775K · 2K shares
$771K · 9K shares
$769K · 4K shares
$608K · 26K shares
$599K · 6K shares
$592K · 2K shares
$580K · 9K shares
$542K · 2K shares
$527K · 14K shares
$520K · 1K shares
$467K · 542 shares
$427K · 5K shares
$413K · 3K shares
$375K · 1K shares
$348K · 601 shares
$339K · 3K shares
$338K · 2K shares
$300K · 1K shares
$291K · 3K shares
$291K · 5K shares
$289K · 2K shares
$286K · 1K shares
$278K · 21K shares
$277K · 164 shares
$266K · 5K shares
$263K · 2K shares
$260K · 1K shares
$244K · 5K shares
$234K · 2K shares
$210K · 1K shares
$193K · 2K shares
$178K · 2K shares
$162K · 237 shares
$137K · 1K shares
$108K · 223 shares
$101K · 722 shares
$79K · 376 shares
VALKYRIE ETF TRUST II
$58K · 11K shares
$55K · 191 shares
$41K · 700 shares
$40K · 298 shares
$36K · 200 shares
$27K · 201 shares
$26K · 108 shares
$26K · 287 shares
$26K · 82 shares
$5K · 201 shares
$3K · 73 shares
$1K · 36 shares
$0 · 17 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $48.4M | 27.2% |
| Technology | 15 | $42.1M | 23.6% |
| Consumer Cyclical | 6 | $13.2M | 7.4% |
| Unknown | 8 | $13.1M | 7.3% |
| Industrials | 5 | $12.9M | 7.2% |
| Communication Services | 6 | $12.6M | 7.1% |
| Consumer Defensive | 5 | $12.4M | 7.0% |
| Healthcare | 10 | $12.4M | 7.0% |
| Energy | 5 | $10.1M | 5.7% |
| Utilities | 1 | $771K | 0.4% |
| Basic Materials | 1 | $338K | 0.2% |