Mga Batayang Estadistika
Nilai Portofolio $ 149,104,189
Posisi Saat Ini 116
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Insight Inv LLC telah mengungkapkan total kepemilikan 116 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 149,104,189 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Insight Inv LLC adalah Apple Inc. (US:AAPL) , Microsoft Corporation (US:MSFT) , First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (US:RDVY) , International Business Machines Corporation (US:IBM) , and Amazon.com, Inc. (US:AMZN) . Posisi baru Insight Inv LLC meliputi: SPDR Series Trust - SPDR S&P Dividend ETF (US:SDY) , .

Insight Inv LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.02 3.59 2.4068 0.7842
0.01 5.14 3.4504 0.6648
0.04 2.83 1.8948 0.3486
0.01 4.40 2.9483 0.3471
0.01 3.77 2.5267 0.3020
0.02 2.26 1.5163 0.2728
0.01 3.89 2.6058 0.2717
0.02 2.02 1.3540 0.2630
0.01 1.96 1.3117 0.2173
0.03 2.29 1.5375 0.2060
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.03 6.23 4.1813 -0.6091
0.02 2.34 1.5696 -0.4901
0.03 1.44 0.9632 -0.3707
0.02 2.53 1.6940 -0.3227
0.01 2.09 1.4048 -0.2558
0.00 2.26 1.5182 -0.2304
0.01 1.84 1.2315 -0.2206
0.02 1.56 1.0431 -0.2149
0.01 0.37 0.2461 -0.1962
0.08 1.60 1.0721 -0.1930
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-24 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
AAPL / Apple Inc. 0.03 -55.79 6.23 -10.48 4.1813 -0.6091
MSFT / Microsoft Corporation 0.01 -79.37 5.14 27.04 3.4504 0.6648
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF 0.08 1.47 4.77 8.77 3.1960 0.1818
IBM / International Business Machines Corporation 0.01 -1.94 4.40 16.27 2.9483 0.3471
AMZN / Amazon.com, Inc. 0.02 -54.01 3.92 10.06 2.6258 0.1788
JPM / JPMorgan Chase & Co. 0.01 -54.38 3.89 14.50 2.6058 0.2717
AXP / American Express Company 0.01 -1.75 3.77 16.48 2.5267 0.3020
ORCL / Oracle Corporation 0.02 -2.71 3.59 52.16 2.4068 0.7842
WSM / Williams-Sonoma, Inc. 0.02 -3.22 3.42 0.00 2.2913 -0.0585
WMT / Walmart Inc. 0.03 -3.37 3.24 7.64 2.1742 0.1024
GOOGL / Alphabet Inc. 0.02 -53.11 3.13 11.82 2.1010 0.1740
MRVL / Marvell Technology, Inc. 0.04 -0.02 2.83 25.72 1.8948 0.3486
CSCO / Cisco Systems, Inc. 0.04 -35.23 2.74 9.50 1.8395 0.1166
QCOM / QUALCOMM Incorporated 0.02 -1.46 2.73 2.17 1.8287 -0.0070
FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 0.13 15.61 2.61 15.63 1.7524 0.1981
ALL / The Allstate Corporation 0.01 -1.81 2.59 -4.57 1.7390 -0.1295
RTX / RTX Corporation 0.02 -5.86 2.59 3.77 1.7362 0.0203
XOM / Exxon Mobil Corporation 0.02 -4.95 2.53 -13.85 1.6940 -0.3227
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.03 -0.86 2.52 -0.16 1.6885 -0.0460
MS / Morgan Stanley 0.02 -3.83 2.49 16.09 1.6697 0.1948
GHC / Graham Holdings Company 0.00 -3.38 2.48 -4.86 1.6664 -0.1300
TJX / The TJX Companies, Inc. 0.02 -4.64 2.44 -3.33 1.6370 -0.0996
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.01 0.00 2.39 17.58 1.6021 0.2047
WRB / W. R. Berkley Corporation 0.03 0.22 2.35 3.47 1.5784 0.0139
CVX / Chevron Corporation 0.02 -8.69 2.34 -21.84 1.5696 -0.4901
C / Citigroup Inc. 0.03 -1.23 2.29 18.45 1.5375 0.2060
BRK.B / Berkshire Hathaway Inc. 0.00 -77.58 2.26 -10.98 1.5182 -0.2304
DIS / The Walt Disney Company 0.02 -0.46 2.26 25.07 1.5163 0.2728
GD / General Dynamics Corporation 0.01 -4.05 2.20 2.65 1.4788 0.0015
GLW / Corning Incorporated 0.04 -2.39 2.20 12.13 1.4755 0.1259
EMR / Emerson Electric Co. 0.02 -4.46 2.12 16.19 1.4203 0.1665
AMGN / Amgen Inc. 0.01 -40.66 2.09 -13.26 1.4048 -0.2558
JCI / Johnson Controls International plc 0.02 -3.46 2.02 27.24 1.3540 0.2630
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.01 0.00 1.97 3.26 1.3179 0.0085
AMAT / Applied Materials, Inc. 0.01 -2.55 1.96 22.96 1.3117 0.2173
PG / The Procter & Gamble Company 0.01 -33.73 1.94 -6.69 1.3008 -0.1286
PEP / PepsiCo, Inc. 0.01 -1.23 1.84 -13.03 1.2315 -0.2206
PNC / The PNC Financial Services Group, Inc. 0.01 -3.21 1.83 2.64 1.2250 0.0011
T / AT&T Inc. 0.06 0.67 1.74 3.02 1.1658 0.0052
JNJ / Johnson & Johnson 0.01 -60.43 1.66 -11.72 1.1165 -0.1804
FSMB / First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 0.08 -13.23 1.60 -13.10 1.0721 -0.1930
MRK / Merck & Co., Inc. 0.02 -43.51 1.56 -14.93 1.0431 -0.2149
PCAR / PACCAR Inc 0.02 -1.56 1.50 -3.91 1.0071 -0.0676
BMY / Bristol-Myers Squibb Company 0.03 -2.42 1.44 -25.94 0.9632 -0.3707
LNC / Lincoln National Corporation 0.04 0.00 1.42 -3.66 0.9540 -0.0615
MSGS / Madison Square Garden Sports Corp. 0.01 0.11 1.37 7.45 0.9200 0.0416
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF 0.03 33.04 1.27 33.30 0.8514 0.1964
EOG / EOG Resources, Inc. 0.01 -0.96 1.25 -7.61 0.8393 -0.0925
MDT / Medtronic plc 0.01 -48.74 1.23 -10.84 0.8227 -0.1235
VZ / Verizon Communications Inc. 0.03 -39.74 1.22 -5.27 0.8208 -0.0678
BP / BP p.l.c. - Depositary Receipt (Common Stock) 0.04 -3.06 1.17 -14.11 0.7842 -0.1525
LOW / Lowe's Companies, Inc. 0.01 -1.90 1.17 -6.63 0.7834 -0.0776
TGT / Target Corporation 0.01 -5.13 1.13 -10.31 0.7589 -0.1090
CTSH / Cognizant Technology Solutions Corporation 0.01 0.36 1.04 2.37 0.6946 -0.0013
LH / Labcorp Holdings Inc. 0.00 -2.84 1.03 9.56 0.6921 0.0444
ELV / Elevance Health, Inc. 0.00 0.04 1.00 -10.57 0.6699 -0.0981
CVS / CVS Health Corporation 0.01 -4.03 0.87 -2.25 0.5819 -0.0289
SO / The Southern Company 0.01 -2.05 0.81 -2.17 0.5447 -0.0264
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 6.51 0.81 17.78 0.5421 0.0698
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 0.00 0.78 2.36 0.5245 -0.0013
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF 0.02 0.00 0.76 5.29 0.5081 0.0133
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.01 -0.89 0.71 9.37 0.4776 0.0297
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.01 0.00 0.63 6.38 0.4255 0.0149
AVGO / Broadcom Inc. 0.00 -19.48 0.60 32.60 0.4041 0.0914
HD / The Home Depot, Inc. 0.00 -2.45 0.58 -2.51 0.3910 -0.0199
COST / Costco Wholesale Corporation 0.00 -96.13 0.57 -9.28 0.3804 -0.0496
V / Visa Inc. 0.00 -89.74 0.55 -4.20 0.3672 -0.0261
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.01 0.00 0.54 1.32 0.3621 -0.0041
INTC / Intel Corporation 0.02 -0.80 0.47 -2.09 0.3149 -0.0152
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.00 -1.30 0.47 1.96 0.3149 -0.0021
GOOGL / Alphabet Inc. 0.00 -7.43 0.45 5.10 0.3039 0.0074
MCD / McDonald's Corporation 0.00 -91.24 0.40 -10.94 0.2681 -0.0406
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF 0.01 -42.97 0.37 -43.08 0.2461 -0.1962
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 0.02 -0.80 0.34 0.29 0.2295 -0.0053
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.00 -1.39 0.33 0.61 0.2218 -0.0042
ABBV / AbbVie Inc. 0.00 -1.34 0.32 -12.50 0.2114 -0.0366
PSLV / Sprott Physical Silver Trust 0.03 0.00 0.32 5.70 0.2114 0.0059
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 -1.67 0.31 3.00 0.2073 0.0004
FICO / Fair Isaac Corporation 0.00 0.00 0.30 -0.98 0.2035 -0.0071
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.00 -1.66 0.30 7.50 0.2021 0.0092
RGLD / Royal Gold, Inc. 0.00 0.00 0.30 8.73 0.2010 0.0115
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.00 -84.95 0.29 12.06 0.1935 0.0165
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.00 0.00 0.26 4.84 0.1746 0.0039
PARA / Paramount Global 0.02 -5.03 0.26 2.41 0.1714 -0.0002
TMO / Thermo Fisher Scientific Inc. 0.00 -1.72 0.25 -19.87 0.1705 -0.0479
PANW / Palo Alto Networks, Inc. 0.00 -93.71 0.25 5.51 0.1673 0.0047
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF 0.00 0.24 0.1634 0.1634
ADBE / Adobe Inc. 0.00 -91.94 0.24 -3.59 0.1624 -0.0108
TXN / Texas Instruments Incorporated 0.00 -93.02 0.24 7.21 0.1603 0.0074
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 0.00 0.22 4.72 0.1495 0.0030
DVY / iShares Trust - iShares Select Dividend ETF 0.00 0.00 0.22 -1.35 0.1480 -0.0055
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.01 0.00 0.22 4.76 0.1476 0.0029
PFE / Pfizer Inc. 0.01 -55.27 0.21 -11.06 0.1406 -0.0212
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.00 0.17 0.1160 0.1160
BTF / Valkyrie ETF Trust II - CoinShares Valkyrie Bitcoin and Ether Strategy ETF 0.01 0.00 0.15 32.14 0.0997 0.0226
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 0.00 0.14 18.64 0.0945 0.0128
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.00 0.00 0.13 7.56 0.0859 0.0035
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.00 0.12 10.00 0.0816 0.0059
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 0.00 0.10 18.29 0.0656 0.0087
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 0.00 0.08 10.67 0.0558 0.0041
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 0.00 0.07 2.82 0.0493 -0.0000
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF 0.00 0.00 0.07 0.00 0.0472 -0.0012
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF 0.00 0.00 0.06 5.77 0.0371 0.0013
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 0.00 0.05 8.16 0.0358 0.0019
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.00 -37.95 0.05 -35.44 0.0346 -0.0201
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 0.00 0.04 17.14 0.0277 0.0036
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 0.00 0.04 11.11 0.0274 0.0023
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 0.00 0.03 7.41 0.0200 0.0010
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 0.03 0.0183 0.0183
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF 0.00 0.00 0.02 4.35 0.0164 0.0001
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 0.00 0.02 11.11 0.0138 0.0009
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 0.00 0.01 0.00 0.0064 -0.0002
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF 0.00 0.00 0.01 12.50 0.0063 0.0003
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF 0.00 0.00 0.01 16.67 0.0050 0.0006
FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF 0.00 0.00 0.01 -16.67 0.0037 -0.0005
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.00 -18.89 0.00 0.00 0.0024 -0.0003
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF 0.00 -100.00 0.00 0.0000
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
CME / CME Group Inc. 0.00 -100.00 0.00 0.0000
MET / MetLife, Inc. 0.00 -100.00 0.00 0.0000
AON / Aon plc 0.00 -100.00 0.00 0.0000
LULU / lululemon athletica inc. 0.00 -100.00 0.00 -100.00 -0.0140
PWR / Quanta Services, Inc. 0.00 -100.00 0.00 0.0000
AEP / American Electric Power Company, Inc. 0.00 -100.00 0.00 0.0000
UNH / UnitedHealth Group Incorporated 0.00 -100.00 0.00 0.0000
SBUX / Starbucks Corporation 0.00 -100.00 0.00 0.0000
KO / The Coca-Cola Company 0.00 -100.00 0.00 0.0000
UNP / Union Pacific Corporation 0.00 -100.00 0.00 0.0000
ABEV / Ambev S.A. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
NEE / NextEra Energy, Inc. 0.00 -100.00 0.00 0.0000
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 -100.00 0.00 0.0000
ZBH / Zimmer Biomet Holdings, Inc. 0.00 -100.00 0.00 0.0000
UPS / United Parcel Service, Inc. 0.00 -100.00 0.00 0.0000
NFLX / Netflix, Inc. 0.00 -100.00 0.00 0.0000
BAC / Bank of America Corporation 0.00 -100.00 0.00 0.0000
AMT / American Tower Corporation 0.00 -100.00 0.00 0.0000