Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Marvell Technology Inc.COM | COM | $13.2M | 6.2% |
| Applied Matls Inc.COM | COM | $10M | 4.7% |
| Corning Inc.COM | COM | $9.84M | 4.6% |
| Apple Inc.COM | COM | $9.09M | 4.3% |
| First TR Exchange Traded FDRISNG DIVD ACHIV | RISNG DIVD ACHIV | $7.1M | 3.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $6.58M | 3.1% |
| Cisco Sys Inc.COM | COM | $4.66M | 2.2% |
| JPMORGAN Chase & COCOM | COM | $4.46M | 2.1% |
| Williams Sonoma Inc.COM | COM | $4.36M | 2.1% |
| International Business MachsCOM | COM | $4.28M | 2.0% |
| Amazon Com Inc.COM | COM | $4.21M | 2.0% |
| Microsoft Corp.COM | COM | $4.21M | 2.0% |
| Morgan StanleyCOM NEW | COM NEW | $4.01M | 1.9% |
| American Express COCOM | COM | $3.98M | 1.9% |
| Graham Hldgs COCOM CL B | COM CL B | $3.92M | 1.8% |
| Madison Square Grdn Sprt CorCL A | CL A | $3.8M | 1.8% |
| Citigroup Inc.COM NEW | COM NEW | $3.77M | 1.8% |
| Walmart Inc.COM | COM | $3.65M | 1.7% |
| Rtx CorporationCOM | COM | $3.38M | 1.6% |
| Allstate Corp.COM | COM | $3.25M | 1.5% |
| General Dynamics Corp.COM | COM | $3.21M | 1.5% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $3.19M | 1.5% |
| PNC Finl Svcs Group Inc.COM | COM | $3.18M | 1.5% |
| Amgen Inc.COM | COM | $3.16M | 1.5% |
| First TR Exchange-traded FDFST LOW OPPT EFT | FST LOW OPPT EFT | $3.13M | 1.5% |
| Eog Res Inc.COM | COM | $3.12M | 1.5% |
| Qualcomm Inc.COM | COM | $3.11M | 1.5% |
| TJX Cos Inc. NewCOM | COM | $3.1M | 1.5% |
| Johnson & JohnsonCOM | COM | $3.07M | 1.4% |
| Berkley W R Corp.COM | COM | $2.87M | 1.4% |
| Johnson Controls InternationSHS | SHS | $2.87M | 1.4% |
| Chevron CorporationCOM | COM | $2.86M | 1.4% |
| Intel Corp.COM | COM | $2.86M | 1.3% |
| Pepsico Inc.COM | COM | $2.75M | 1.3% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.73M | 1.3% |
| Merck & CO Inc.COM | COM | $2.62M | 1.2% |
| Emerson Elec COCOM | COM | $2.61M | 1.2% |
| Oracle Corp.COM | COM | $2.5M | 1.2% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $2.49M | 1.2% |
| Procter & Gamble COCOM | COM | $2.42M | 1.1% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $2.21M | 1.0% |
| First TR Exch Traded FD IiiULTRA SHT DUR MU | ULTRA SHT DUR MU | $2.18M | 1.0% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $2.17M | 1.0% |
| Paccar Inc.COM | COM | $2.04M | 1.0% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.97M | 0.9% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $1.94M | 0.9% |
| BP PLCSPONSORED ADR | SPONSORED ADR | $1.93M | 0.9% |
| First TR Exch Traded FD IiiSHRT DUR MNG MUN | SHRT DUR MNG MUN | $1.83M | 0.9% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $1.71M | 0.8% |
| Lincoln Natl Corp. IndCOM | COM | $1.69M | 0.8% |
Marvell Technology Inc.COM$13.2M
- Class
- COM
- Share
- 6.2%
Applied Matls Inc.COM$10M
- Class
- COM
- Share
- 4.7%
Corning Inc.COM$9.84M
- Class
- COM
- Share
- 4.6%
Apple Inc.COM$9.09M
- Class
- COM
- Share
- 4.3%
First TR Exchange Traded FDRISNG DIVD ACHIV$7.1M
- Class
- RISNG DIVD ACHIV
- Share
- 3.3%
Alphabet Inc.CAP STK CL A$6.58M
- Class
- CAP STK CL A
- Share
- 3.1%
Cisco Sys Inc.COM$4.66M
- Class
- COM
- Share
- 2.2%
JPMORGAN Chase & COCOM$4.46M
- Class
- COM
- Share
- 2.1%
Williams Sonoma Inc.COM$4.36M
- Class
- COM
- Share
- 2.1%
International Business MachsCOM$4.28M
- Class
- COM
- Share
- 2.0%
Amazon Com Inc.COM$4.21M
- Class
- COM
- Share
- 2.0%
Microsoft Corp.COM$4.21M
- Class
- COM
- Share
- 2.0%
Morgan StanleyCOM NEW$4.01M
- Class
- COM NEW
- Share
- 1.9%
American Express COCOM$3.98M
- Class
- COM
- Share
- 1.9%
Graham Hldgs COCOM CL B$3.92M
- Class
- COM CL B
- Share
- 1.8%
Madison Square Grdn Sprt CorCL A$3.8M
- Class
- CL A
- Share
- 1.8%
Citigroup Inc.COM NEW$3.77M
- Class
- COM NEW
- Share
- 1.8%
Walmart Inc.COM$3.65M
- Class
- COM
- Share
- 1.7%
Rtx CorporationCOM$3.38M
- Class
- COM
- Share
- 1.6%
Allstate Corp.COM$3.25M
- Class
- COM
- Share
- 1.5%
General Dynamics Corp.COM$3.21M
- Class
- COM
- Share
- 1.5%
Vanguard Scottsdale FdsSHRT TRM CORP BD$3.19M
- Class
- SHRT TRM CORP BD
- Share
- 1.5%
PNC Finl Svcs Group Inc.COM$3.18M
- Class
- COM
- Share
- 1.5%
Amgen Inc.COM$3.16M
- Class
- COM
- Share
- 1.5%
First TR Exchange-traded FDFST LOW OPPT EFT$3.13M
- Class
- FST LOW OPPT EFT
- Share
- 1.5%
Eog Res Inc.COM$3.12M
- Class
- COM
- Share
- 1.5%
Qualcomm Inc.COM$3.11M
- Class
- COM
- Share
- 1.5%
TJX Cos Inc. NewCOM$3.1M
- Class
- COM
- Share
- 1.5%
Johnson & JohnsonCOM$3.07M
- Class
- COM
- Share
- 1.4%
Berkley W R Corp.COM$2.87M
- Class
- COM
- Share
- 1.4%
Johnson Controls InternationSHS$2.87M
- Class
- SHS
- Share
- 1.4%
Chevron CorporationCOM$2.86M
- Class
- COM
- Share
- 1.4%
Intel Corp.COM$2.86M
- Class
- COM
- Share
- 1.3%
Pepsico Inc.COM$2.75M
- Class
- COM
- Share
- 1.3%
Berkshire Hathaway Inc. DelCL B NEW$2.73M
- Class
- CL B NEW
- Share
- 1.3%
Merck & CO Inc.COM$2.62M
- Class
- COM
- Share
- 1.2%
Emerson Elec COCOM$2.61M
- Class
- COM
- Share
- 1.2%
Oracle Corp.COM$2.5M
- Class
- COM
- Share
- 1.2%
iShares TRMSCI USA QLT FCT$2.49M
- Class
- MSCI USA QLT FCT
- Share
- 1.2%
Procter & Gamble COCOM$2.42M
- Class
- COM
- Share
- 1.1%
iShares TRRUS 1000 GRW ETF$2.21M
- Class
- RUS 1000 GRW ETF
- Share
- 1.0%
First TR Exch Traded FD IiiULTRA SHT DUR MU$2.18M
- Class
- ULTRA SHT DUR MU
- Share
- 1.0%
iShares TRRUS 1000 VAL ETF$2.17M
- Class
- RUS 1000 VAL ETF
- Share
- 1.0%
Paccar Inc.COM$2.04M
- Class
- COM
- Share
- 1.0%
Vanguard Index FdsS&P 500 ETF SHS$1.97M
- Class
- S&P 500 ETF SHS
- Share
- 0.9%
Schwab Strategic TRUS DIVIDEND EQ$1.94M
- Class
- US DIVIDEND EQ
- Share
- 0.9%
BP PLCSPONSORED ADR$1.93M
- Class
- SPONSORED ADR
- Share
- 0.9%
First TR Exch Traded FD IiiSHRT DUR MNG MUN$1.83M
- Class
- SHRT DUR MNG MUN
- Share
- 0.9%
Vanguard Scottsdale FdsINT-TERM CORP$1.71M
- Class
- INT-TERM CORP
- Share
- 0.8%
Lincoln Natl Corp. IndCOM$1.69M
- Class
- COM
- Share
- 0.8%
The share class is shown on a wider screen.
The 50 largest of 109 positions by value, with holdings of the same security combined. The 109 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1909322
- File number
- 028-22463
- Options
- 0 call, 0 put
- In the 25 largest
- 60.2%
- Prior quarter
- $183M at 31 March 2026
- Positions opened
- 7
- Positions closed
- 2
Common questions
What are Insight Inv’s 13F holdings worth?
$212 million across 109 positions for the quarter ended 30 June 2026.
What is Insight Inv’s largest 13F holding?
MARVELL TECHNOLOGY INC (COM) was the largest position at $13.2 million, or 6.2% of reported 13F value, as of 30 June 2026.
How concentrated is Insight Inv’s 13F portfolio?
The ten largest positions accounted for 34.7% of reported value and the twenty-five largest for 60.2%, across 109 positions as of 30 June 2026.
Does Form 13F show everything Insight Inv manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Insight Inv file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.