0001398344-23-019878.txt : 20231030 0001398344-23-019878.hdr.sgml : 20231030 20231027174525 ACCESSION NUMBER: 0001398344-23-019878 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231030 DATE AS OF CHANGE: 20231027 EFFECTIVENESS DATE: 20231030 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: 231356567 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 09-30-2023 09-30-2023 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 10-26-2023 0 86 90287382 INFORMATION TABLE 2 fp0085734-1_13fhr-table.xml ABBVIE INC COM 00287Y109 458388 3150 SH SOLE 3150 0 0 ALLSTATE CORP COM 020002101 1694343 13583 SH SOLE 13583 0 0 ALPHABET INC CAP STK CL C 02079K107 261282 1880 SH SOLE 1880 0 0 ALPHABET INC CAP STK CL A 02079K305 2223285 16140 SH SOLE 16140 0 0 AMAZON COM INC COM 023135106 2134650 16625 SH SOLE 16625 0 0 AMERICAN EXPRESS CO COM 025816109 1889102 12626 SH SOLE 12626 0 0 AMGEN INC COM 031162100 2030422 7236 SH SOLE 7236 0 0 APPLE INC COM 037833100 5020963 28616 SH SOLE 28616 0 0 APPLIED MATLS INC COM 038222105 1664109 12379 SH SOLE 12379 0 0 AT&T INC COM 00206R102 831563 54493 SH SOLE 54493 0 0 BERKLEY W R CORP COM 084423102 1178483 18345 SH SOLE 18345 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1608974 4751 SH SOLE 4751 0 0 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 686274 13800 SH SOLE 13800 0 0 BP PLC SPONSORED ADR 055622104 1813640 44970 SH SOLE 44970 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1287518 22796 SH SOLE 22796 0 0 CHEVRON CORP NEW COM 166764100 2584694 15285 SH SOLE 15285 0 0 CISCO SYS INC COM 17275R102 1948686 36547 SH SOLE 36547 0 0 CITIGROUP INC COM NEW 172967424 1051976 26260 SH SOLE 26260 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 897837 13720 SH SOLE 13720 0 0 CORNING INC COM 219350105 1230236 44850 SH SOLE 44850 0 0 COSTCO WHSL CORP NEW COM 22160K105 285078 504 SH SOLE 504 0 0 CVS HEALTH CORP COM 126650100 1282631 18165 SH SOLE 18165 0 0 DISNEY WALT CO COM 254687106 1350398 16221 SH SOLE 16221 0 0 ELEVANCE HEALTH INC COM 036752103 1213794 2620 SH SOLE 2620 0 0 EMERSON ELEC CO COM 291011104 1359844 14600 SH SOLE 14600 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 102776 1725 SH SOLE 1725 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 331996 7100 SH SOLE 7100 0 0 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 1708574 88230 SH SOLE 88230 0 0 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 474449 23770 SH SOLE 23770 0 0 GENERAL DYNAMICS CORP COM 369550108 1831025 7695 SH SOLE 7695 0 0 GRAHAM HLDGS CO COM CL B 384637104 1519793 2592 SH SOLE 2592 0 0 HOME DEPOT INC COM 437076102 340109 1186 SH SOLE 1186 0 0 INTEL CORP COM 458140100 688823 19311 SH SOLE 19311 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1998937 14484 SH SOLE 14484 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 798474 2920 SH SOLE 2920 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 83548 311 SH SOLE 311 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 50432 498 SH SOLE 498 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 87962 1280 SH SOLE 1280 0 0 ISHARES TR S&P 500 VAL ETF 464287408 57227 376 SH SOLE 376 0 0 ISHARES TR S&P MC 400GR ETF 464287606 54403 772 SH SOLE 772 0 0 ISHARES TR S&P SML 600 GWT 464287887 45156 426 SH SOLE 426 0 0 ISHARES TR SP SMCP600VL ETF 464287879 37436 438 SH SOLE 438 0 0 ISHARES TR CORE S&P SCP ETF 464287804 8345 92 SH SOLE 92 0 0 JOHNSON & JOHNSON COM 478160104 1619009 10629 SH SOLE 10629 0 0 JOHNSON CTLS INTL PLC SHS G51502105 917088 18640 SH SOLE 18640 0 0 JPMORGAN CHASE & CO COM 46625H100 2029847 13971 SH SOLE 13971 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 739885 3710 SH SOLE 3710 0 0 LINCOLN NATL CORP IND COM 534187109 975429 41685 SH SOLE 41685 0 0 LOWES COS INC COM 548661107 984107 5167 SH SOLE 5167 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 1056564 6075 SH SOLE 6075 0 0 MARVELL TECHNOLOGY INC COM 573874104 1897834 37440 SH SOLE 37440 0 0 MCDONALDS CORP COM 580135101 374909 1451 SH SOLE 1451 0 0 MEDTRONIC PLC SHS G5960L103 1143709 15808 SH SOLE 15808 0 0 MERCK & CO INC COM 58933Y105 1770983 17634 SH SOLE 17634 0 0 MICROSOFT CORP COM 594918104 3106788 9377 SH SOLE 9377 0 0 MORGAN STANLEY COM NEW 617446448 1246349 17092 SH SOLE 17092 0 0 ORACLE CORP COM 68389X105 1949903 17998 SH SOLE 17998 0 0 PACCAR INC COM 693718108 1331284 16127 SH SOLE 16127 0 0 PEPSICO INC COM 713448108 1868918 11640 SH SOLE 11640 0 0 PFIZER INC COM 717081103 303011 9715 SH SOLE 9715 0 0 PNC FINL SVCS GROUP INC COM 693475105 1172098 10134 SH SOLE 10134 0 0 PROCTER AND GAMBLE CO COM 742718109 1224693 8261 SH SOLE 8261 0 0 QUALCOMM INC COM 747525103 1911902 17181 SH SOLE 17181 0 0 RTX CORPORATION COM 75513E101 1316276 17814 SH SOLE 17814 0 0 SOUTHERN CO COM 842587107 689647 10380 SH SOLE 10380 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 201108 25750 SH SOLE 25750 0 0 TARGET CORP COM 87612E106 1308989 12080 SH SOLE 12080 0 0 TEXAS INSTRS INC COM 882508104 169808 1125 SH SOLE 1125 0 0 TJX COS INC NEW COM 872540109 1839988 20483 SH SOLE 20483 0 0 TYLER TECHNOLOGIES INC COM 902252105 226200 600 SH SOLE 600 0 0 VALKYRIE ETF TRUST II BITCOIN STRATEGY 91917A108 119800 11300 SH SOLE 11300 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 61084 223 SH SOLE 223 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 603061 8171 SH SOLE 8171 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 38890 191 SH SOLE 191 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 4695 68 SH SOLE 68 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 18767 287 SH SOLE 287 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 7367 108 SH SOLE 108 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 174382 445 SH SOLE 445 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2184263 29317 SH SOLE 29317 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 126201 818 SH SOLE 818 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 321602 2359 SH SOLE 2359 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 667064 21123 SH SOLE 21123 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 301921 25630 SH SOLE 25630 0 0 WALMART INC COM 931142103 1904642 11847 SH SOLE 11847 0 0 WELLS FARGO CO NEW COM 949746101 2059 50 SH SOLE 50 0 0 WILLIAMS SONOMA INC COM 969904101 2167623 13720 SH SOLE 13720 0 0