Insight Inv LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists 108 total holdings, managed by President Russell Kartub based in El Segundo, California.
The portfolio is diversified across several major sectors, including technology, healthcare, finance, and consumer goods. Among the largest positions disclosed are Applied Materials Inc. and Apple Inc., with the firm holding 7,075,454 and 10,365,581 shares, respectively. Other significant holdings include Microsoft Corporation (6,141,750 shares), Alphabet Inc. Class A (6,299,312 shares), and Johnson & Johnson (3,196,471 shares).
The filing also details substantial positions in energy and industrial sectors, such as Exxon Mobil Holdings Corp. (3,892,655 shares) and Lincoln National Corp. (2,145,939 shares). Additionally, the report includes various exchange-traded funds (ETFs) and other investment vehicles, including the Vanguard S&P 500 ETF (1,891,446 shares) and the First Trust Rising Dividend Achievers ETF (6,821,151 shares).
