President

0001398344-23-009601.txt : 20230512 0001398344-23-009601.hdr.sgml : 20230512 20230512140955 ACCESSION NUMBER: 0001398344-23-009601 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Inv LLC CENTRAL INDEX KEY: 0001909322 IRS NUMBER: 462844114 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22463 FILM NUMBER: 23914787 BUSINESS ADDRESS: STREET 1: 330 ILLINOIS STREET CITY: EL SEGUNDO STATE: CA ZIP: 90245 BUSINESS PHONE: 310-426-6322 MAIL ADDRESS: STREET 1: 330 ILLINOIS STREET CITY: EL SEGUNDO STATE: CA ZIP: 90245 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001909322 XXXXXXXX 03-31-2023 03-31-2023 false Insight Inv LLC

330 ILLINOIS STREET EL SEGUNDO CA 90245

13F HOLDINGS REPORT 028-22463 000172511 801-121494 N Russell Kartub President 310-426-6322 /s/ Russell Kartub El Segundo CA 05-12-2023 0 88 92744704 INFORMATION TABLE 2 fp0083351-1_13fhr-table.xml AMAZON COM INC COM 023135106 1565876 15160 SH SOLE 15160 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 1087501 48745 SH SOLE 48745 0 0 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 871802 17450 SH SOLE 17450 0 0 ELEVANCE HEALTH INC COM 036752103 1229992 2675 SH SOLE 2675 0 0 JOHNSON & JOHNSON COM 478160104 1730420 11164 SH SOLE 11164 0 0 WILLIAMS SONOMA INC COM 969904101 1450187 11920 SH SOLE 11920 0 0 COSTCO WHSL CORP NEW COM 22160K105 266819 537 SH SOLE 537 0 0 PROCTER AND GAMBLE CO COM 742718109 1270259 8543 SH SOLE 8543 0 0 INTEL CORP COM 458140100 1163575 35616 SH SOLE 35616 0 0 MEDTRONIC PLC SHS G5960L103 1183340 14678 SH SOLE 14678 0 0 PACCAR INC COM 693718108 1215047 16599 SH SOLE 16599 0 0 MERCK & CO INC COM 58933Y105 1923425 18079 SH SOLE 18079 0 0 TYLER TECHNOLOGIES INC COM 902252105 212784 600 SH SOLE 600 0 0 EMERSON ELEC CO COM 291011104 1267887 14550 SH SOLE 14550 0 0 ALLSTATE CORP COM 020002101 1408728 12713 SH SOLE 12713 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 968178 15890 SH SOLE 15890 0 0 CORNING INC COM 219350105 1568020 44445 SH SOLE 44445 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 635501 16341 SH SOLE 16341 0 0 MARVELL TECHNOLOGY INC COM 573874104 1635874 37780 SH SOLE 37780 0 0 PEPSICO INC COM 713448108 2184866 11985 SH SOLE 11985 0 0 BP PLC SPONSORED ADR 055622104 1593290 41995 SH SOLE 41995 0 0 HOME DEPOT INC COM 437076102 357390 1211 SH SOLE 1211 0 0 SOUTHERN CO COM 842587107 623089 8955 SH SOLE 8955 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 76087 311 SH SOLE 311 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 918827 4005 SH SOLE 4005 0 0 ISHARES TR CORE S&P SCP ETF 464287804 8896 92 SH SOLE 92 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1476229 4781 SH SOLE 4781 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2166228 28417 SH SOLE 28417 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 693181 8641 SH SOLE 8641 0 0 ALPHABET INC CAP STK CL A 02079K305 1701172 16400 SH SOLE 16400 0 0 MICROSOFT CORP COM 594918104 2742310 9512 SH SOLE 9512 0 0 CVS HEALTH CORP COM 126650100 1349470 18160 SH SOLE 18160 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 40286 191 SH SOLE 191 0 0 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 522484 26170 SH SOLE 26170 0 0 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 1577080 79330 SH SOLE 79330 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 193676 515 SH SOLE 515 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 214755 25750 SH SOLE 25750 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 7785 108 SH SOLE 108 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 4277 68 SH SOLE 68 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 19174 287 SH SOLE 287 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 52888 498 SH SOLE 498 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 133041 838 SH SOLE 838 0 0 VALKYRIE ETF TRUST II BITCOIN STRATEGY 91917A108 126447 11300 SH SOLE 11300 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 325801 2359 SH SOLE 2359 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 55625 223 SH SOLE 223 0 0 JOHNSON CTLS INTL PLC SHS G51502105 1112565 18475 SH SOLE 18475 0 0 ABBVIE INC COM 00287Y109 502016 3150 SH SOLE 3150 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 738378 5715 SH SOLE 5715 0 0 QUALCOMM INC COM 747525103 1955291 15326 SH SOLE 15326 0 0 GENERAL DYNAMICS CORP COM 369550108 1768628 7750 SH SOLE 7750 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 745972 2920 SH SOLE 2920 0 0 MCDONALDS CORP COM 580135101 418297 1496 SH SOLE 1496 0 0 CISCO SYS INC COM 17275R102 1907619 36492 SH SOLE 36492 0 0 AT&T INC COM 00206R102 781935 40620 SH SOLE 40620 0 0 ISHARES TR S&P SML 600 GWT 464287887 46834 426 SH SOLE 426 0 0 ISHARES TR S&P 500 VAL ETF 464287408 57062 376 SH SOLE 376 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 81779 1280 SH SOLE 1280 0 0 JPMORGAN CHASE & CO COM 46625H100 1642297 12603 SH SOLE 12603 0 0 CHEVRON CORP NEW COM 166764100 2557533 15675 SH SOLE 15675 0 0 TJX COS INC NEW COM 872540109 1524729 19458 SH SOLE 19458 0 0 WALMART INC COM 931142103 1763060 11957 SH SOLE 11957 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1793836 13684 SH SOLE 13684 0 0 ORACLE CORP COM 68389X105 1700715 18303 SH SOLE 18303 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1794959 18329 SH SOLE 18329 0 0 TEXAS INSTRS INC COM 882508104 209261 1125 SH SOLE 1125 0 0 TARGET CORP COM 87612E106 1496467 9035 SH SOLE 9035 0 0 PFIZER INC COM 717081103 667692 16365 SH SOLE 16365 0 0 MORGAN STANLEY COM NEW 617446448 1423414 16212 SH SOLE 16212 0 0 ALPHABET INC CAP STK CL C 02079K107 195520 1880 SH SOLE 1880 0 0 AMERICAN EXPRESS CO COM 025816109 1980390 12006 SH SOLE 12006 0 0 AMGEN INC COM 031162100 1862684 7705 SH SOLE 7705 0 0 APPLIED MATLS INC COM 038222105 1566574 12754 SH SOLE 12754 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 102655 1725 SH SOLE 1725 0 0 ISHARES TR SP SMCP600VL ETF 464287879 40992 438 SH SOLE 438 0 0 ISHARES TR S&P MC 400GR ETF 464287606 55206 772 SH SOLE 772 0 0 ROYAL GOLD INC COM 780287108 228290 1760 SH SOLE 1760 0 0 PNC FINL SVCS GROUP INC COM 693475105 1175548 9249 SH SOLE 9249 0 0 GRAHAM HLDGS CO COM CL B 384637104 1642731 2757 SH SOLE 2757 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1598011 23056 SH SOLE 23056 0 0 BERKLEY W R CORP COM 084423102 1073985 17250 SH SOLE 17250 0 0 CITIGROUP INC COM NEW 172967424 1116216 23805 SH SOLE 23805 0 0 EXXON MOBIL CORP COM 30231G102 2188814 19960 SH SOLE 19960 0 0 LOWES COS INC COM 548661107 1034245 5172 SH SOLE 5172 0 0 LINCOLN NATL CORP IND COM 534187109 682863 30390 SH SOLE 30390 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 186693 3900 SH SOLE 3900 0 0 APPLE INC COM 037833100 4831570 29300 SH SOLE 29300 0 0 DISNEY WALT CO COM 254687106 1421846 14200 SH SOLE 14200 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 1249963 6415 SH SOLE 6415 0 0