0001398344-23-014348.txt : 20230809 0001398344-23-014348.hdr.sgml : 20230809 20230808192117 ACCESSION NUMBER: 0001398344-23-014348 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230809 DATE AS OF CHANGE: 20230808 EFFECTIVENESS DATE: 20230809 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: 231152961 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 06-30-2023 06-30-2023 false Insight Inv LLC

330 ILLINOIS STREET EL SEGUNDO CA 90245

13F HOLDINGS REPORT 028-22463 000172511 801-121494 N Russell Kartub 310-426-6322 /s/ Russell Kartub El Segundo CA 08-08-2023 0 88 97197281 INFORMATION TABLE 2 fp0084569-1_13fhr-table.xml AMAZON COM INC COM 023135106 2206995 16930 SH SOLE 16930 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 395682 24870 SH SOLE 24870 0 0 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 745856 14950 SH SOLE 14950 0 0 ELEVANCE HEALTH INC COM 036752103 1188476 2675 SH SOLE 2675 0 0 JOHNSON & JOHNSON COM 478160104 1791588 10824 SH SOLE 10824 0 0 WILLIAMS SONOMA INC COM 969904101 1713792 13695 SH SOLE 13695 0 0 COSTCO WHSL CORP NEW COM 22160K105 282650 525 SH SOLE 525 0 0 PROCTER AND GAMBLE CO COM 742718109 1293735 8526 SH SOLE 8526 0 0 INTEL CORP COM 458140100 661811 19791 SH SOLE 19791 0 0 MEDTRONIC PLC SHS G5960L103 1411626 16023 SH SOLE 16023 0 0 PACCAR INC COM 693718108 1382902 16532 SH SOLE 16532 0 0 MERCK & CO INC COM 58933Y105 2073443 17969 SH SOLE 17969 0 0 TYLER TECHNOLOGIES INC COM 902252105 249882 600 SH SOLE 600 0 0 EMERSON ELEC CO COM 291011104 1328733 14700 SH SOLE 14700 0 0 ALLSTATE CORP COM 020002101 1496901 13728 SH SOLE 13728 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1037299 15890 SH SOLE 15890 0 0 CORNING INC COM 219350105 1580304 45100 SH SOLE 45100 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 546619 14698 SH SOLE 14698 0 0 MARVELL TECHNOLOGY INC COM 573874104 2281504 38165 SH SOLE 38165 0 0 PEPSICO INC COM 713448108 2205970 11910 SH SOLE 11910 0 0 BP PLC SPONSORED ADR 055622104 1586991 44970 SH SOLE 44970 0 0 HOME DEPOT INC COM 437076102 368419 1186 SH SOLE 1186 0 0 SOUTHERN CO COM 842587107 742543 10570 SH SOLE 10570 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 85694 311 SH SOLE 311 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 895334 3710 SH SOLE 3710 0 0 ISHARES TR CORE S&P SCP ETF 464287804 9168 92 SH SOLE 92 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1626911 4771 SH SOLE 4771 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2242335 29637 SH SOLE 29637 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 635480 8041 SH SOLE 8041 0 0 ALPHABET INC CAP STK CL A 02079K305 1951110 16300 SH SOLE 16300 0 0 MICROSOFT CORP COM 594918104 3248752 9540 SH SOLE 9540 0 0 CVS HEALTH CORP COM 126650100 1276140 18460 SH SOLE 18460 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 42051 191 SH SOLE 191 0 0 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 522877 26170 SH SOLE 26170 0 0 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 1753504 88830 SH SOLE 88830 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 181240 445 SH SOLE 445 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 200593 25750 SH SOLE 25750 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 8167 108 SH SOLE 108 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 4812 68 SH SOLE 68 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 19863 287 SH SOLE 287 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 54700 498 SH SOLE 498 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 135297 818 SH SOLE 818 0 0 VALKYRIE ETF TRUST II BITCOIN STRATEGY 91917A108 130628 11300 SH SOLE 11300 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 335214 2359 SH SOLE 2359 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 63100 223 SH SOLE 223 0 0 JOHNSON CTLS INTL PLC SHS G51502105 1292275 18965 SH SOLE 18965 0 0 ABBVIE INC COM 00287Y109 424400 3150 SH SOLE 3150 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 216216 1485 SH SOLE 1485 0 0 QUALCOMM INC COM 747525103 1982730 16656 SH SOLE 16656 0 0 GENERAL DYNAMICS CORP COM 369550108 1678170 7800 SH SOLE 7800 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 998465 2920 SH SOLE 2920 0 0 MCDONALDS CORP COM 580135101 443437 1486 SH SOLE 1486 0 0 CISCO SYS INC COM 17275R102 1924314 37192 SH SOLE 37192 0 0 AT&T INC COM 00206R102 640393 40150 SH SOLE 40150 0 0 ISHARES TR S&P SML 600 GWT 464287887 48960 426 SH SOLE 426 0 0 ISHARES TR S&P 500 VAL ETF 464287408 60607 376 SH SOLE 376 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 90214 1280 SH SOLE 1280 0 0 JPMORGAN CHASE & CO COM 46625H100 2052595 14113 SH SOLE 14113 0 0 CHEVRON CORP NEW COM 166764100 2474329 15725 SH SOLE 15725 0 0 TJX COS INC NEW COM 872540109 1781692 21013 SH SOLE 21013 0 0 WALMART INC COM 931142103 1800025 11452 SH SOLE 11452 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1964866 14684 SH SOLE 14684 0 0 ORACLE CORP COM 68389X105 2166009 18188 SH SOLE 18188 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1767100 18039 SH SOLE 18039 0 0 TEXAS INSTRS INC COM 882508104 202523 1125 SH SOLE 1125 0 0 TARGET CORP COM 87612E106 1584119 12010 SH SOLE 12010 0 0 PFIZER INC COM 717081103 382756 10435 SH SOLE 10435 0 0 MORGAN STANLEY COM NEW 617446448 1459657 17092 SH SOLE 17092 0 0 ALPHABET INC CAP STK CL C 02079K107 227424 1880 SH SOLE 1880 0 0 AMERICAN EXPRESS CO COM 025816109 2222966 12761 SH SOLE 12761 0 0 AMGEN INC COM 031162100 1628517 7335 SH SOLE 7335 0 0 APPLIED MATLS INC COM 038222105 1829009 12654 SH SOLE 12654 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 102482 1725 SH SOLE 1725 0 0 ISHARES TR SP SMCP600VL ETF 464287879 41649 438 SH SOLE 438 0 0 ISHARES TR S&P MC 400GR ETF 464287606 57900 772 SH SOLE 772 0 0 ROYAL GOLD INC COM 780287108 202013 1760 SH SOLE 1760 0 0 PNC FINL SVCS GROUP INC COM 693475105 1297159 10299 SH SOLE 10299 0 0 GRAHAM HLDGS CO COM CL B 384637104 1575570 2757 SH SOLE 2757 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1492017 23331 SH SOLE 23331 0 0 BERKLEY W R CORP COM 084423102 1060168 17800 SH SOLE 17800 0 0 CITIGROUP INC COM NEW 172967424 1112096 24155 SH SOLE 24155 0 0 EXXON MOBIL CORP COM 30231G102 2129985 19860 SH SOLE 19860 0 0 LOWES COS INC COM 548661107 1183119 5242 SH SOLE 5242 0 0 LINCOLN NATL CORP IND COM 534187109 1073806 41685 SH SOLE 41685 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 185913 3900 SH SOLE 3900 0 0 APPLE INC COM 037833100 5649570 29126 SH SOLE 29126 0 0 DISNEY WALT CO COM 254687106 1476691 16540 SH SOLE 16540 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 1216684 6470 SH SOLE 6470 0 0