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Size ($ in 1000's)
At 12/31/2023: $102,043
At 09/30/2023: $90,393
Insight Inv LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Insight Inv LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Insight Inv LLC top holdings by largest position size, as per the latest 13f filing made by Insight Inv LLC.
In the Insight Inv LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Insight Inv LLC in that top holding, then the share count change between reporting periods, and finally the Insight Inv LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
28,601 |
-15 |
$5,507 | | AAPL | 28,601 | -15 | $5,507 | | MICROSOFT CORP |
9,377 |
UNCH |
$3,526 | | MSFT | 9,377 | UNCH | $3,526 | | WILLIAMS SONOMA INC |
13,710 |
-10 |
$2,766 | | WSM | 13,710 | -10 | $2,766 | | AMAZON COM INC |
16,615 |
-10 |
$2,524 | | AMZN | 16,615 | -10 | $2,524 | | QUALCOMM INC |
17,266 |
+85 |
$2,497 | | QCOM | 17,266 | +85 | $2,497 | | JPMORGAN CHASE & CO |
14,046 |
+75 |
$2,389 | | JPM | 14,046 | +75 | $2,389 | | INTERNATIONAL BUSINESS MACHS |
14,554 |
+70 |
$2,380 | | IBM | 14,554 | +70 | $2,380 | | AMERICAN EXPRESS CO |
12,696 |
+70 |
$2,378 | | AXP | 12,696 | +70 | $2,378 | | CHEVRON CORP NEW |
15,355 |
+70 |
$2,290 | | CVX | 15,355 | +70 | $2,290 | | ALPHABET INC |
16,255 |
+115 |
$2,271 | | GOOGL | 16,255 | +115 | $2,271 | | MARVELL TECHNOLOGY INC |
37,620 |
+180 |
$2,269 | | MRVL | 37,620 | +180 | $2,269 | | VANGUARD SCOTTSDALE FDS (VCSH) |
29,317 |
UNCH |
$2,268 | | VCSH | 29,317 | UNCH | $2,268 | | AMGEN INC |
7,226 |
-10 |
$2,081 | | AMGN | 7,226 | -10 | $2,081 | | APPLIED MATLS INC |
12,369 |
-10 |
$2,005 | | AMAT | 12,369 | -10 | $2,005 | | PEPSICO INC |
11,800 |
+160 |
$2,004 | | PEP | 11,800 | +160 | $2,004 | | GENERAL DYNAMICS CORP |
7,695 |
UNCH |
$1,998 | | GD | 7,695 | UNCH | $1,998 | | EXXON MOBIL CORP |
19,631 |
+19,631 |
$1,963 | | XOM | 19,631 | +19,631 | $1,963 | | MERCK & CO INC |
17,909 |
+275 |
$1,952 | | MRK | 17,909 | +275 | $1,952 | | TJX COS INC NEW |
20,603 |
+120 |
$1,933 | | TJX | 20,603 | +120 | $1,933 | | ALLSTATE CORP |
13,583 |
UNCH |
$1,901 | | ALL | 13,583 | UNCH | $1,901 | | ORACLE CORP |
17,983 |
-15 |
$1,896 | | ORCL | 17,983 | -15 | $1,896 | | WALMART INC |
11,917 |
+70 |
$1,879 | | WMT | 11,917 | +70 | $1,879 | | CISCO SYS INC |
36,547 |
UNCH |
$1,846 | | CSCO | 36,547 | UNCH | $1,846 | | GRAHAM HLDGS CO |
2,592 |
UNCH |
$1,805 | | GHC | 2,592 | UNCH | $1,805 | | FIRST TR EXCH TRADED FD III (FSMB) |
88,730 |
+500 |
$1,770 | | FSMB | 88,730 | +500 | $1,770 |  BERKSHIRE HATHAWAY INC DEL |
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$1,694 | | BRK.B | 4,751 | UNCH | $1,694 | | JOHNSON & JOHNSON |
10,699 |
+70 |
$1,677 | | JNJ | 10,699 | +70 | $1,677 | | TARGET CORP |
11,680 |
-400 |
$1,663 | | TGT | 11,680 | -400 | $1,663 | | MORGAN STANLEY |
17,092 |
UNCH |
$1,594 | | MS | 17,092 | UNCH | $1,594 | | BP PLC |
44,970 |
UNCH |
$1,592 | | BP | 44,970 | UNCH | $1,592 | | PNC FINL SVCS GROUP INC |
10,219 |
+85 |
$1,582 | | PNC | 10,219 | +85 | $1,582 | | PACCAR INC |
16,127 |
UNCH |
$1,575 | | PCAR | 16,127 | UNCH | $1,575 | | DISNEY WALT CO |
16,321 |
+100 |
$1,474 | | DIS | 16,321 | +100 | $1,474 | | RTX CORPORATION |
17,194 |
-620 |
$1,447 | | RTX | 17,194 | -620 | $1,447 | | CVS HEALTH CORP |
18,315 |
+150 |
$1,446 | | CVS | 18,315 | +150 | $1,446 | | EMERSON ELEC CO |
14,600 |
UNCH |
$1,421 | | EMR | 14,600 | UNCH | $1,421 | | CORNING INC |
44,475 |
-375 |
$1,354 | | GLW | 44,475 | -375 | $1,354 | | CITIGROUP INC |
25,860 |
-400 |
$1,330 | | C | 25,860 | -400 | $1,330 | | MEDTRONIC PLC |
15,838 |
+30 |
$1,305 | | MDT | 15,838 | +30 | $1,305 | | BERKLEY W R CORP |
18,345 |
UNCH |
$1,297 | | WRB | 18,345 | UNCH | $1,297 | | ELEVANCE HEALTH INC |
2,645 |
+25 |
$1,247 | | ELV | 2,645 | +25 | $1,247 | | PROCTER AND GAMBLE CO |
8,331 |
+70 |
$1,221 | | PG | 8,331 | +70 | $1,221 | | LOWES COS INC |
5,227 |
+60 |
$1,163 | | LOW | 5,227 | +60 | $1,163 | | BRISTOL MYERS SQUIBB CO |
22,241 |
-555 |
$1,141 | | BMY | 22,241 | -555 | $1,141 | | LINCOLN NATL CORP IND |
41,110 |
-575 |
$1,109 | | LNC | 41,110 | -575 | $1,109 | | MADISON SQUARE GRDN SPRT COR |
6,065 |
-10 |
$1,103 | | MSGS | 6,065 | -10 | $1,103 | | JOHNSON CTLS INTL PLC |
18,820 |
+180 |
$1,085 | | JCI | 18,820 | +180 | $1,085 | | COGNIZANT TECHNOLOGY SOLUTIO |
13,720 |
UNCH |
$1,036 | | CTSH | 13,720 | UNCH | $1,036 | | INTUITIVE SURGICAL INC |
2,920 |
UNCH |
$985 | | ISRG | 2,920 | UNCH | $985 | | INTEL CORP |
19,311 |
UNCH |
$970 | | INTC | 19,311 | UNCH | $970 |
See Full List: All Stocks Held By Insight Inv LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Insight Inv LLC
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