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Insight Inv LLC

Period ended Sep 30, 2026 · Latest filing Oct 27, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $210,418,589

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. MARVELL TECHNOLOGY INC · COM · 573874104 · shares: $11,596,177
  2. APPLE INC · COM · 037833100 · shares: $10,365,581
  3. APPLIED MATLS INC · COM · 038222105 · shares: $7,075,454
  4. FIRST TR EXCHANGE TRADED FD · RISNG DIVD ACHIV · 33738R506 · shares: $6,821,151
  5. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $6,299,312
  6. MICROSOFT CORP · COM · 594918104 · shares: $6,141,750
  7. CORNING INC · COM · 219350105 · shares: $5,912,841
  8. AMAZON COM INC · COM · 023135106 · shares: $4,545,243
  9. JPMORGAN CHASE & CO · COM · 46625H100 · shares: $4,501,604
  10. CISCO SYS INC · COM · 17275R102 · shares: $4,270,005

Reported holdings

108 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
SPDR SERIES TRUSTST STR SP DIV78464A763 — 126 shares $18,456
ISHARES TRRUS MD CP GR ETF464287481 — 76 shares $10,464
FIRST TR EXCHANGE TRADED FDNASDQ OIL GAS33738R845 — 201 shares $7,643
ISHARES TRRUSSELL 2000 ETF464287655 — 19 shares $5,280
SCHWAB STRATEGIC TRUS SML CAP ETF808524607 — 45 shares $1,463
ISHARES TRUS TELECOM ETF464287713 — 30 shares $1,235
SCHWAB STRATEGIC TRUS REIT ETF808524847 — 28 shares $617
SPDR SERIES TRUSTST STR SP REGBNK78464A698 — 2 shares $139