Insight Inv LLC
Insight Inv LLC reported 109 holdings worth US$212M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Insight Inv LLC reported 109 holdings worth US$212M as of Jun 30, 2026. Largest: Marvell Technology, Inc., Applied Materials, Inc. and Corning Incorporated. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 109
- Value as reported
- US$212M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Marvell Technology, Inc. | 44,189 | US$13.2M | 6.2% |
| Applied Materials, Inc. | 13,858 | US$10M | 4.7% |
| Corning Incorporated | 38,535 | US$9.84M | 4.6% |
| Apple Inc | 31,410 | US$9.09M | 4.3% |
| Alphabet Inc (google) Class C | 20,134 | US$7.2M | 3.4% |
| Cisco Systems, Inc. | 39,698 | US$4.66M | 2.2% |
| Jp Morgan Chase & Co. | 13,625 | US$4.46M | 2.1% |
| Williams-sonoma, Inc. | 18,683 | US$4.36M | 2.1% |
| International Business Machines Corporation | 15,213 | US$4.28M | 2.0% |
| Amazon.com, Inc. | 17,673 | US$4.21M | 2.0% |
| Microsoft Corp. | 11,286 | US$4.21M | 2.0% |
| Morgan Stanley | 19,192 | US$4.01M | 1.9% |
| American Express Company | 11,764 | US$3.98M | 1.9% |
| Graham Holdings Company | 3,438 | US$3.92M | 1.8% |
| Madison Square Garden Sports Corp. | 9,453 | US$3.8M | 1.8% |
| Citigroup, Inc. | 26,925 | US$3.77M | 1.8% |
| Walmart Inc. | 32,245 | US$3.65M | 1.7% |
| Rtx Corporation | 17,816 | US$3.38M | 1.6% |
| Allstate Corporation (the) | 13,638 | US$3.25M | 1.5% |
| General Dynamics Corporation | 9,067 | US$3.21M | 1.5% |
| Pnc Financial Services Group, Inc. (the) | 12,919 | US$3.18M | 1.5% |
| Amgen Inc. | 8,724 | US$3.16M | 1.5% |
| Eog Resources, Inc. | 24,077 | US$3.12M | 1.5% |
| Qualcomm Incorporated | 16,845 | US$3.11M | 1.5% |
| Tjx Companies, Inc. (the) | 20,494 | US$3.1M | 1.5% |
| Johnson & Johnson | 12,074 | US$3.07M | 1.4% |
| W.r. Berkley Corporation | 40,655 | US$2.87M | 1.4% |
| Chevron Corporation | 17,277 | US$2.86M | 1.4% |
| Intel Corporation | 20,461 | US$2.86M | 1.3% |
| Pepsico, Inc. | 20,335 | US$2.75M | 1.3% |
| Berkshire Hathaway Inc. | 5,451 | US$2.73M | 1.3% |
| Merck & Company, Inc. | 20,428 | US$2.62M | 1.2% |
| Emerson Electric Company | 18,259 | US$2.61M | 1.2% |
| Oracle Corporation | 17,084 | US$2.5M | 1.2% |
| Procter & Gamble Company (the) | 16,496 | US$2.42M | 1.1% |
| Paccar Inc. | 16,983 | US$2.04M | 0.96% |
| Bp Plc | 52,121 | US$1.93M | 0.91% |
| Lincoln National Corporation | 47,727 | US$1.69M | 0.80% |
| Lowe's Companies, Inc. | 6,545 | US$1.44M | 0.68% |
| Walt Disney Company (the) | 13,911 | US$1.34M | 0.63% |
| At&t Inc. | 58,051 | US$1.2M | 0.57% |
| Broadcom Inc. | 2,726 | US$1.03M | 0.49% |
| Verizon Communications Inc. | 20,152 | US$853K | 0.40% |
| Bristol-myers Squibb Company | 14,711 | US$848K | 0.40% |
| Cvs Health Corporation | 8,115 | US$839K | 0.40% |
| Southern Company (the) | 8,705 | US$833K | 0.39% |
| Texas Pacific Land Corporation | 1,690 | US$740K | 0.35% |
| Elevance Health, Inc. | 1,618 | US$626K | 0.29% |
| Visa Inc. | 1,495 | US$513K | 0.24% |
| Costco Wholesale Corporation | 533 | US$499K | 0.24% |
| Home Depot, Inc. (the) | 1,271 | US$448K | 0.21% |
| Labcorp Holdings Inc. | 1,410 | US$395K | 0.19% |
| Palo Alto Networks, Inc. | 1,128 | US$385K | 0.18% |
| Abbvie Inc. | 1,328 | US$334K | 0.16% |
| The Bank Of New York Mellon Corporation | 2,205 | US$319K | 0.15% |
| Thermo Fisher Scientific Inc | 600 | US$301K | 0.14% |
| Nvidia Corporation | 1,443 | US$289K | 0.14% |
| Royal Gold, Inc. | 1,400 | US$279K | 0.13% |
| Mcdonald's Corporation | 982 | US$265K | 0.13% |
| United Rentals, Inc. | 228 | US$258K | 0.12% |
| Cummins Inc. | 350 | US$250K | 0.12% |
| Asml Holding Nv | 118 | US$235K | 0.11% |
| Paramount Skydance Corporation | 19,655 | US$194K | 0.09% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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