Insight Inv LLC

Q1 2026 13F-HR Holdings

Location
El Segundo, CA
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$182,748
Net value change ($000)
+4,368 (2.4%)
New positions
0
Sold out positions
8
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GLW 1,777 48.3%
XOM 1,171 40.8%
AMAT 1,154 31.0%
EOG 1,117 48.9%
CVX 979 37.7%
SCHD 863 97.6%
VCIT 704 68.0%
BP 693 38.6%
VCSH 675 27.6%
MRVL 659 17.0%
Top Reduces (Value $000, Stocks/ETFs)
CTSH -1,074 -100.0%
AXP -823 -18.8%
IBM -792 -17.7%
ORCL -726 -22.7%
QCOM -690 -23.9%
AAPL -602 -6.9%
MSFT -539 -11.3%
GOOGL -500 -8.4%
IWF -478 -19.4%
FUMB -439 -16.7%
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