Insight Inv LLC reported 62 positions worth $173.52M for the quarter ended Sep 30, 2026, down 0.6% on the prior quarter. It opened 1 new position, added to 20, trimmed 27 and exited 3. Its largest holding is Marvell Technology, Inc. at 6.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +23.9K | – | $3.89M | 2.24% |
| PG PROCTER & GAMBLE Co | +4,055 | +24.6% | $589.11K | 1.72% |
| IBM International Business Machines Corp | +2,465 | +16.2% | $542.13K | 2.24% |
| ORCL Oracle Corp | +3,530 | +20.7% | $484.67K | 1.63% |
| PEP Pepsico Inc | +3,325 | +16.4% | $421.34K | 1.73% |
| CVX Chevron Corp | +1,928 | +11.2% | $393.73K | 2.26% |
| DIS Walt Disney Co | +3,410 | +24.5% | $357.72K | 1.05% |
| MSFT Microsoft Corp | +689 | +6.1% | $353.38K | 3.54% |
| VZ Verizon Communications Inc | +7,000 | +34.7% | $321.09K | 0.718% |
| BMY Bristol Myers Squibb Co | +4,045 | +27.5% | $252.41K | 0.675% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CVS CVS HEALTH Corp | -8,115 | -100.0% | $839.50K | Exited |
| ELV Elevance Health, Inc. | -1,618 | -100.0% | $625.73K | Exited |
| CMI Cummins Inc | -350 | -100.0% | $249.62K | Exited |
| LH Labcorp Holdings Inc. | -615 | -43.6% | $189.49K | 0.141% |
| AAPL Apple Inc. | -284 | -0.9% | $94.58K | 5.97% |
| MSGS Madison Square Garden Sports Corp. | -225 | -2.4% | $91.17K | 2.16% |
| MRVL Marvell Technology, Inc. | -299 | -0.7% | $79.00K | 6.68% |
| JCI Johnson Controls International plc | -350 | -1.8% | $52.03K | 1.65% |
| GOOGL Alphabet Inc. | -101 | -0.5% | $34.75K | 3.63% |
| URI United Rentals, Inc. | -24 | -10.5% | $24.02K | 0.118% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +23.9K | $3.89M | 2.24% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MRVL Marvell Technology, Inc. | Technology | 43.9K | $11.60M | 6.68% | -299 | -0.7% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 31.1K | $10.37M | 5.97% | -284 | -0.9% | Reduced | 0% |
| 3 | AMAT Applied Materials Inc | Technology | 13.8K | $7.08M | 4.08% | -22 | -0.2% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 18.3K | $6.30M | 3.63% | -101 | -0.5% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 12.0K | $6.14M | 3.54% | +689 | +6.1% | Added | 0% |
| 6 | GLW Corning Inc | Basic Materials | 38.5K | $5.91M | 3.41% | -80 | -0.2% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 18.2K | $4.55M | 2.62% | +570 | +3.2% | Added | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 13.6K | $4.50M | 2.59% | -18 | -0.1% | Reduced | 0% |
| 9 | CSCO Cisco Systems, Inc. | Technology | 39.7K | $4.27M | 2.46% | -25 | -0.1% | Reduced | 0% |
| 10 | WSM Williams Sonoma Inc | Consumer Discretionary | 18.6K | $4.25M | 2.45% | -40 | -0.2% | Reduced | 0.02% |
| 11 | CVX Chevron Corp | Energy | 19.2K | $3.92M | 2.26% | +1,928 | +11.2% | Added | 0% |
| 12 | GHC Graham Holdings Co | Consumer Discretionary | 3,433 | $3.90M | 2.24% | -5 | -0.1% | Reduced | 0.1% |
| 13 | XOM ExxonMobil Holdings Corp | Energy | 23.9K | $3.89M | 2.24% | +23.9K | – | New | 0% |
| 14 | IBM International Business Machines Corp | Technology | 17.7K | $3.89M | 2.24% | +2,465 | +16.2% | Added | 0% |
| 15 | AXP American Express Co | Financial Services | 12.4K | $3.78M | 2.18% | +650 | +5.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Insight Inv.
As of its Q3 2026 13F filing, Insight Inv LLC’s five largest positions were Marvell Technology, Inc. (MRVL) at 6.7%, Apple Inc. (AAPL) at 6.0%, Applied Materials Inc (AMAT) at 4.1%, Alphabet Inc. (GOOGL) at 3.6%, Microsoft Corp (MSFT) at 3.5% of the reported portfolio.
Insight Inv LLC reported a 13F portfolio worth $173.52M across 62 positions for Q3 2026. That is down 0.6% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($3.89M), PROCTER & GAMBLE Co ($589.11K), International Business Machines Corp ($542.13K). It opened 1 new positions.
Its largest sales by value were CVS HEALTH Corp ($839.50K), Elevance Health, Inc. ($625.73K), Cummins Inc ($249.62K). It exited 3 positions entirely.
From the Form 13F-HR reports Insight Inv LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.