Insight Inv LLC

Q4 2025 13F-HR Holdings

Location
El Segundo, CA
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
112
Total value ($000)
$178,380
Net value change ($000)
+8,059 (4.7%)
New positions
4
Sold out positions
4
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 1,342 29.0%
AMAT 757 25.5%
AAPL 708 8.8%
RDVY 612 13.3%
MRK 582 36.2%
PNC 545 26.1%
TPL 543 NEW
MSGS 482 24.4%
LMBS 461 24.3%
AMGN 442 18.3%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -1,414 -30.6%
TGT -717 -100.0%
DIS -579 -25.8%
MDT -485 -44.7%
VZ -477 -35.9%
WSM -442 -11.1%
MSFT -421 -8.1%
FUMB -407 -13.4%
BMY -255 -23.0%
WRB -234 -8.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type