☆Insight Inv LLC
Quality Q
0.208
AUM ($M)
212
Positions
109
Turnover
0.11
Top-10 wt
35%
Herfindahl
0.022
History (qtrs)
6
Excess Return
—
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Holdings · 111 positions · portfolio value $212M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | TRIM | — | 6.2% | +3.7% | 13.2 | 44,189 | -1,500 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 4.7% | +2.1% | 10.0 | 13,858 | -405 | 5 | — |
| ☆GLW funds › | CORNING INC | TRIM | — | 4.6% | +1.7% | 9.8 | 38,535 | -1,597 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 4.3% | -0.2% | 9.1 | 31,410 | -560 | 5 | — |
| ☆RDVY funds › | FIRST TR EXCHANGE TRADED FD | ADD | — | 3.3% | +0.1% | 7.1 | 87,609 | +1,730 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 3.1% | +0.1% | 6.6 | 18,409 | -604 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 2.2% | +0.5% | 4.7 | 39,698 | -1,000 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 2.1% | -0.1% | 4.5 | 13,625 | -39 | 5 | — |
| ☆WSM funds › | WILLIAMS SONOMA INC | TRIM | — | 2.1% | +0.1% | 4.4 | 18,683 | -655 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 2.0% | +0.0% | 4.3 | 15,213 | +55 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 2.0% | -0.0% | 4.2 | 17,673 | +80 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 2.0% | -0.3% | 4.2 | 11,286 | -167 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | ADD | — | 1.9% | +0.2% | 4.0 | 19,192 | +256 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 1.9% | -0.1% | 4.0 | 11,764 | -25 | 5 | — |
| ☆GHC funds › | GRAHAM HLDGS CO | ADD | — | 1.8% | -0.1% | 3.9 | 3,438 | +53 | 5 | — |
| ☆MSGS funds › | MADISON SQUARE GRDN SPRT COR | TRIM | — | 1.8% | +0.1% | 3.8 | 9,453 | -150 | 5 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 1.8% | +0.1% | 3.8 | 26,925 | -55 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 1.7% | -0.5% | 3.7 | 32,245 | -405 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 1.6% | -0.3% | 3.4 | 17,816 | +29 | 5 | — |
| ☆ALL funds › | ALLSTATE CORP | TRIM | — | 1.5% | -0.0% | 3.2 | 13,638 | -27 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 1.5% | -0.2% | 3.2 | 9,067 | -45 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 1.5% | -0.2% | 3.2 | 40,400 | +1,074 | 5 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | ADD | — | 1.5% | +0.0% | 3.2 | 12,919 | +106 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 1.5% | -0.2% | 3.2 | 8,724 | -42 | 5 | — |
| ☆LMBS funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 1.5% | +0.1% | 3.1 | 62,900 | +10,767 | 5 | — |
| ☆EOG funds › | EOG RES INC | ADD | — | 1.5% | -0.4% | 3.1 | 24,077 | +556 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 1.5% | +0.3% | 3.1 | 16,845 | -220 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | TRIM | — | 1.5% | -0.3% | 3.1 | 20,494 | -132 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 1.4% | -0.2% | 3.1 | 12,074 | -55 | 5 | — |
| ☆WRB funds › | BERKLEY W R CORP | ADD | — | 1.4% | +0.0% | 2.9 | 40,655 | +3,587 | 5 | — |
| ☆JCI funds › | JOHNSON CONTROLS INTERNATION | TRIM | — | 1.4% | -0.1% | 2.9 | 19,609 | -780 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 1.4% | -0.6% | 2.9 | 17,277 | -21 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 1.3% | +0.8% | 2.9 | 20,461 | -1,521 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 1.3% | -0.4% | 2.8 | 20,335 | +440 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 1.3% | -0.0% | 2.7 | 5,451 | +435 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 1.2% | -0.1% | 2.6 | 20,428 | -476 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO | ADD | — | 1.2% | -0.1% | 2.6 | 18,259 | +42 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 1.2% | -0.2% | 2.5 | 17,084 | +259 | 5 | — |
| ☆QUAL funds › | ISHARES TR | ADD | — | 1.2% | +0.1% | 2.5 | 11,364 | +875 | 4 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 1.1% | -0.0% | 2.4 | 16,496 | +1,740 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 1.0% | -0.0% | 2.2 | 17,790 | +13,141 | 5 | — |
| ☆FUMB funds › | FIRST TR EXCH TRADED FD III | TRIM | — | 1.0% | -0.2% | 2.2 | 108,495 | -450 | 5 | — |
| ☆IWD funds › | ISHARES TR | HOLD | — | 1.0% | -0.0% | 2.2 | 8,971 | +0 | 5 | — |
| ☆PCAR funds › | PACCAR INC | TRIM | — | 1.0% | -0.1% | 2.0 | 16,983 | -250 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.9% | -0.0% | 2.0 | 2,864 | -82 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.9% | -0.0% | 1.9 | 61,110 | +4,171 | 4 | — |
| ☆BP funds › | BP PLC | TRIM | — | 0.9% | -0.5% | 1.9 | 52,121 | -800 | 5 | — |
| ☆FSMB funds › | FIRST TR EXCH TRADED FD III | ADD | — | 0.9% | -0.1% | 1.8 | 91,485 | +4,675 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.8% | -0.1% | 1.7 | 20,631 | -390 | 5 | — |
| ☆LNC funds › | LINCOLN NATL CORP IND | TRIM | — | 0.8% | -0.1% | 1.7 | 47,727 | -850 | 5 | — |
| ☆USMV funds › | ISHARES TR | TRIM | — | 0.7% | -0.2% | 1.5 | 15,596 | -1,915 | 4 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.7% | -0.2% | 1.4 | 6,545 | -57 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.6% | -0.1% | 1.3 | 13,911 | -330 | 5 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.6% | -0.4% | 1.2 | 58,051 | -1,975 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.5% | +0.0% | 1.0 | 2,726 | -70 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.4% | -0.2% | 0.9 | 20,152 | -683 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | TRIM | — | 0.4% | -0.1% | 0.8 | 14,711 | -565 | 5 | — |
| ☆CVS funds › | CVS HEALTH CORP | TRIM | — | 0.4% | +0.0% | 0.8 | 8,115 | -812 | 5 | — |
| ☆SO funds › | SOUTHERN CO | TRIM | — | 0.4% | -0.1% | 0.8 | 8,705 | -215 | 5 | — |
| ☆TPL funds › | TEXAS PACIFIC LAND CORPORATI | HOLD | — | 0.3% | -0.1% | 0.7 | 1,690 | +0 | 3 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | -0.1% | 0.7 | 3,309 | -381 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 0.6 | 8,415 | -120 | 5 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | TRIM | — | 0.3% | -0.0% | 0.6 | 1,618 | -509 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.3% | -0.0% | 0.6 | 1,745 | -137 | 5 | — |
| ☆SDVY funds › | FIRST TR EXCHANGE TRADED FD | HOLD | — | 0.3% | -0.0% | 0.6 | 13,645 | +0 | 5 | — |
| ☆V funds › | VISA INC | HOLD | — | 0.2% | -0.0% | 0.5 | 1,495 | +0 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | HOLD | — | 0.2% | -0.1% | 0.5 | 533 | +0 | 5 | — |
| ☆PSLV funds › | SPROTT ASSET MANAGEMENT LP | HOLD | — | 0.2% | -0.1% | 0.5 | 25,750 | +0 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.2% | -0.0% | 0.4 | 1,271 | -9 | 5 | — |
| ☆UFOX funds › | ETF SER SOLUTIONS | HOLD | — | 0.2% | +0.0% | 0.4 | 4,167 | +0 | 5 | — |
| ☆LH funds › | LABCORP HOLDINGS INC | TRIM | — | 0.2% | -0.4% | 0.4 | 1,410 | -2,494 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | NEW | — | 0.2% | +0.2% | 0.4 | 1,128 | +1,128 | 1 | — |
| ☆IJJ funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.3 | 2,344 | -372 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.2% | +0.0% | 0.3 | 1,328 | +7 | 5 | — |
| ☆BNY funds › | BANK OF NY MELLON CORP | TRIM | — | 0.2% | +0.0% | 0.3 | 2,205 | -56 | 3 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | HOLD | — | 0.1% | -0.0% | 0.3 | 600 | +0 | 5 | — |
| ☆IJK funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.3 | 2,509 | +0 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.1% | -0.0% | 0.3 | 1,443 | +9 | 5 | — |
| ☆IWS funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 1,752 | +0 | 5 | — |
| ☆PRF funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.1% | -0.0% | 0.3 | 5,205 | +0 | 5 | — |
| ☆RGLD funds › | ROYAL GOLD INC | TRIM | — | 0.1% | -0.1% | 0.3 | 1,400 | -115 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 982 | -11 | 5 | — |
| ☆URI funds › | UNITED RENTALS INC | NEW | — | 0.1% | +0.1% | 0.3 | 228 | +228 | 1 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 1,716 | -100 | 5 | — |
| ☆CMI funds › | CUMMINS INC | NEW | — | 0.1% | +0.1% | 0.2 | 350 | +350 | 1 | — |
| ☆ASML funds › | ASML HLDG NV | NEW | — | 0.1% | +0.1% | 0.2 | 118 | +118 | 1 | — |
| ☆SPYG funds › | SPDR SERIES TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 1,715 | +1,715 | 1 | — |
| ☆PSKY funds › | PARAMOUNT SKYDANCE CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 19,655 | -735 | 4 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.2 | 1,883 | -700 | 5 | — |
| ☆IVV funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.2 | 234 | +0 | 5 | — |
| ☆IJS funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.2 | 1,238 | -299 | 5 | — |
| ☆IVW funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.2 | 1,113 | +0 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.1% | 0.1 | 585 | -401 | 5 | — |
| ☆DVY funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.1 | 812 | +0 | 5 | — |
| ☆IJT funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.1 | 692 | +0 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.1 | 1,338 | +1,115 | 5 | — |
| ☆IVE funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.1 | 376 | +0 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | -0.0% | 0.1 | 776 | +582 | 5 | — |
| ☆IWN funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.0 | 200 | +0 | 5 | — |
| ☆FTSM funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.0% | -0.0% | 0.0 | 700 | +0 | 5 | — |
| ☆IWO funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.0 | 82 | +0 | 5 | — |
| ☆VONV funds › | VANGUARD SCOTTSDALE FDS | HOLD | — | 0.0% | -0.0% | 0.0 | 287 | +0 | 5 | — |
| ☆SDY funds › | SPDR SERIES TRUST | NEW | — | 0.0% | +0.0% | 0.0 | 126 | +126 | 1 | — |
| ☆IWP funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.0 | 76 | +0 | 5 | — |
| ☆FTXN funds › | FIRST TR EXCHANGE TRADED FD | HOLD | — | 0.0% | -0.0% | 0.0 | 201 | +0 | 5 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.0 | 19 | +0 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | +0.0% | 0.0 | 36 | +0 | 3 | — |
| ☆IYZ funds › | ISHARES TR | ADD | — | 0.0% | -0.0% | 0.0 | 29 | +2 | 3 | — |
| ☆SCHH funds › | SCHWAB STRATEGIC TR | NEW | — | 0.0% | +0.0% | 0.0 | 28 | +28 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | EXIT | — | 0.0% | -2.2% | 0.0 | 0 | -23,829 | 0 | — |
| ☆MDT funds › | MEDTRONIC PLC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,059 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 212 | 109 | 0.11 | 35% | 0.022 | 0.208 | — | in |
| 2026Q1 | 183 | 104 | 0.08 | 28% | 0.018 | 0.194 | — | in |
| 2025Q4 | 178 | 112 | 0.06 | 28% | 0.018 | 0.187 | — | in |
| 2025Q3 | 170 | 112 | 0.08 | 28% | 0.017 | 0.160 | — | in |
| 2025Q2 | 149 | 116 | 0.06 | 28% | 0.017 | 0.198 | — | entered |
| 2025Q1 | 145 | 133 | 0.00 | 27% | 0.017 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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