Insight Inv LLC holds a diversified book of 109 stocks worth $212.1M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Palo Alto Networks Inc and trimmed Marvell Technology Inc. Their largest long position is Marvell Technology Inc at 6% of the equity book. Cloning the disclosed picks since 2024 would be +54% (+21.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1909322/holdings"
Use Arkolith to show Insight Inv LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 9.0 points over this window.
Growth of $10,000 cloning Insight Inv LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
83% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Insight Inv LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $551.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $498.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $156.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $148.6B |
| UBS Group AG | 80 / 80 | $143.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $103.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $66.2B |
| LPL Financial LLC | 80 / 80 | $65.5B |
Ranked by how many of Insight Inv LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Marvell Technology Inc COM | $13.2M | 44.2K | 6.2% | ▼−3.3% Reduced · −2K sh | |
| 2 | Applied Matls Inc COM | $10.0M | 13.9K | 4.7% | ▼−2.8% Reduced · −405 sh | |
| 3 | Corning Inc COM | $9.8M | 38.5K | 4.6% | ▼−4.0% Reduced · −2K sh | |
| 4 | Apple Inc COM | $9.1M | 31.4K | 4.3% | ▼−1.8% Reduced · −560 sh | |
| 5 | First TR Exchange Traded FD RISNG DIVD ACHIV | $7.1M | 87.6K | 3.3% | ▲+2.0% Added · +2K sh | |
| 6 | Alphabet Inc CAP STK CL A | $6.6M | 18.4K | 3.1% | ▼−3.2% Reduced · −604 sh | |
| 7 | Cisco Sys Inc COM | $4.7M | 39.7K | 2.2% | ▼−2.5% Reduced · −1K sh | |
| 8 | JPMorgan Chase & Co COM | $4.5M | 13.6K | 2.1% | ▼−0.3% Reduced · −39 sh | |
| 9 | Williams Sonoma Inc COM | $4.4M | 18.7K | 2.1% | ▼−3.4% Reduced · −655 sh | |
| 10 | International Business Machs COM | $4.3M | 15.2K | 2.0% | ▲+0.4% Added · +55 sh | |
| 11 | Amazon Com Inc COM | $4.2M | 17.7K | 2.0% | ▲+0.5% Added · +80 sh | |
| 12 | Microsoft Corp COM | $4.2M | 11.3K | 2.0% | ▼−1.4% Reduced · −167 sh | |
| 13 | Morgan Stanley COM NEW | $4.0M | 19.2K | 1.9% | ▲+1.4% Added · +256 sh | |
| 14 | American Express Co COM | $4.0M | 11.8K | 1.9% | ▼−0.2% Reduced · −25 sh | |
| 15 | Graham Hldgs Co COM CL B | $3.9M | 3.4K | 1.8% | ▲+1.6% Added · +53 sh | |
| 16 | Madison Square GRDN SPRT Cor CL A | $3.8M | 9.5K | 1.8% | ▼−1.6% Reduced · −150 sh | |
| 17 | Citigroup Inc COM NEW | $3.8M | 26.9K | 1.8% | ▼−0.2% Reduced · −55 sh | |
| 18 | Walmart Inc COM | $3.7M | 32.2K | 1.7% | ▼−1.2% Reduced · −405 sh | |
| 19 | RTX Corporation COM | $3.4M | 17.8K | 1.6% | ▲+0.2% Added · +29 sh | |
| 20 | Allstate Corp COM | $3.2M | 13.6K | 1.5% | ▼−0.2% Reduced · −27 sh | |
| 21 | General Dynamics Corp COM | $3.2M | 9.1K | 1.5% | ▼−0.5% Reduced · −45 sh | |
| 22 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $3.2M | 40.4K | 1.5% | ▲+2.7% Added · +1K sh | |
| 23 | PNC Finl Svcs Group Inc COM | $3.2M | 12.9K | 1.5% | ▲+0.8% Added · +106 sh | |
| 24 | Amgen Inc COM | $3.2M | 8.7K | 1.5% | ▼−0.5% Reduced · −42 sh | |
| 25 | First TR Exchange-Traded FD FST LOW OPPT EFT | $3.1M | 62.9K | 1.5% | ▲+21% Added · +11K sh | |
| 26 | Eog Res Inc COM | $3.1M | 24.1K | 1.5% | ▲+2.4% Added · +556 sh | |
| 27 | Qualcomm Inc COM | $3.1M | 16.8K | 1.5% | ▼−1.3% Reduced · −220 sh | |
| 28 | TJX Cos Inc New COM | $3.1M | 20.5K | 1.5% | ▼−0.6% Reduced · −132 sh | |
| 29 | Johnson & Johnson COM | $3.1M | 12.1K | 1.4% | ▼−0.5% Reduced · −55 sh | |
| 30 | Berkley W R Corp COM | $2.9M | 40.7K | 1.4% | ▲+9.7% Added · +4K sh | |
| 31 | Johnson Controls Internation SHS | $2.9M | 19.6K | 1.4% | ▼−3.8% Reduced · −780 sh | |
| 32 | Chevron Corporation COM | $2.9M | 17.3K | 1.4% | ▼−0.1% Reduced · −21 sh | |
| 33 | Intel Corp COM | $2.9M | 20.5K | 1.3% | ▼−6.9% Reduced · −2K sh | |
| 34 | Pepsico Inc COM | $2.8M | 20.3K | 1.3% | ▲+2.2% Added · +440 sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $2.7M | 5.5K | 1.3% | ▲+8.7% Added · +435 sh | |
| 36 | Merck & Co Inc COM | $2.6M | 20.4K | 1.2% | ▼−2.3% Reduced · −476 sh | |
| 37 | Emerson Elec Co COM | $2.6M | 18.3K | 1.2% | ▲+0.2% Added · +42 sh | |
| 38 | Oracle Corp COM | $2.5M | 17.1K | 1.2% | ▲+1.5% Added · +259 sh | |
| 39 | Ishares TR MSCI USA QLT FCT | $2.5M | 11.4K | 1.2% | ▲+8.3% Added · +875 sh | |
| 40 | Procter & Gamble Co COM | $2.4M | 16.5K | 1.1% | ▲+12% Added · +2K sh | |
| 41 | Ishares TR RUS 1000 GRW ETF | $2.2M | 17.8K | 1.0% | ▲+283% Added · +13K sh | |
| 42 | First TR Exch Traded FD III ULTRA SHT DUR MU | $2.2M | 108.5K | 1.0% | ▼−0.4% Reduced · −450 sh | |
| 43 | Ishares TR RUS 1000 VAL ETF | $2.2M | 9.0K | 1.0% | —Held | |
| 44 | Paccar Inc COM | $2.0M | 17.0K | 1.0% | ▼−1.4% Reduced · −250 sh | |
| 45 | Vanguard Index FDS S&P 500 ETF SHS | $2.0M | 2.9K | 0.9% | ▼−2.8% Reduced · −82 sh | |
| 46 | Schwab Strategic TR US DIVIDEND EQ | $1.9M | 61.1K | 0.9% | ▲+7.3% Added · +4K sh | |
| 47 | BP PLC SPONSORED ADR | $1.9M | 52.1K | 0.9% | ▼−1.5% Reduced · −800 sh | |
| 48 | First TR Exch Traded FD III SHRT DUR MNG MUN | $1.8M | 91.5K | 0.9% | ▲+5.4% Added · +5K sh | |
| 49 | Vanguard Scottsdale FDS INT-TERM CORP | $1.7M | 20.6K | 0.8% | ▼−1.9% Reduced · −390 sh | |
| 50 | Lincoln Natl Corp Ind COM | $1.7M | 47.7K | 0.8% | ▼−1.7% Reduced · −850 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 109 | $212.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 104 | $182.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 112 | $178.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 112 | $170.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 116 | $149.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 133 | $145.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 124 | $143.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 89 | $119.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 7, 2024 | 88 | $115.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 29, 2024 | 89 | $115.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.