$92.7 Million is the total value of Insight Inv LLC's 88 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -50 | -100.0% | -0.00% | – |
| IYG | Exit | ISHARES TRu.s. fin svc etf | $0 | – | -150 | -100.0% | -0.02% | – |
| IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -130 | -100.0% | -0.04% | – |
| AG | Exit | FIRST MAJESTIC SILVER CORP | $0 | – | -25,000 | -100.0% | -0.21% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -680 | -100.0% | -0.22% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -19,000 | -100.0% | -0.33% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -7,000 | -100.0% | -0.33% | – |
| PSCH | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $0 | – | -2,650 | -100.0% | -0.35% | – |
| MSGE | Exit | MADISON SQUARE GRDN ENTERTNMcl a | $0 | – | -10,640 | -100.0% | -0.48% | – |
| MMM | Exit | 3M CO | $0 | – | -5,980 | -100.0% | -0.72% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -2,717 | -100.0% | -1.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 5.8% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 3.9% |
| MICROSOFT CORP | 8 | Q3 2023 | 3.4% |
| CHEVRON CORP NEW | 8 | Q3 2023 | 2.9% |
| PEPSICO INC | 8 | Q3 2023 | 2.4% |
| MERCK & CO INC | 8 | Q3 2023 | 2.4% |
| QUALCOMM INC | 8 | Q3 2023 | 2.3% |
| AMGEN INC | 8 | Q3 2023 | 2.2% |
| MARVELL TECHNOLOGY INC | 8 | Q3 2023 | 2.4% |
| ALPHABET INC | 8 | Q3 2023 | 2.5% |
View Insight Inv LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-05-09 |
View Insight Inv LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.