President

0001398344-24-008227.txt : 20240429 0001398344-24-008227.hdr.sgml : 20240429 20240429171520 ACCESSION NUMBER: 0001398344-24-008227 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240429 DATE AS OF CHANGE: 20240429 EFFECTIVENESS DATE: 20240429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Inv LLC CENTRAL INDEX KEY: 0001909322 ORGANIZATION NAME: IRS NUMBER: 462844114 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22463 FILM NUMBER: 24892742 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 03-31-2024 03-31-2024 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 04-29-2024 0 89 115238240 INFORMATION TABLE 2 fp0088108-1_13fhr-table.xml ABBVIE INC COM 00287Y109 573615 3150 SH SOLE 3150 0 0 ALLSTATE CORP COM 020002101 2369412 13623 SH SOLE 13623 0 0 ALPHABET INC CAP STK CL C 02079K107 286249 1880 SH SOLE 1880 0 0 ALPHABET INC CAP STK CL A 02079K305 2485062 16465 SH SOLE 16465 0 0 AMAZON COM INC COM 023135106 2997014 16615 SH SOLE 16615 0 0 AMERICAN EXPRESS CO COM 025816109 2887337 12681 SH SOLE 12681 0 0 AMGEN INC COM 031162100 2054496 7226 SH SOLE 7226 0 0 APPLE INC COM 037833100 5041512 29400 SH SOLE 29400 0 0 APPLIED MATLS INC COM 038222105 2547765 12354 SH SOLE 12354 0 0 AT&T INC COM 00206R102 969197 55068 SH SOLE 55068 0 0 BROADCOM INC COM 11135F101 259479 195 SH SOLE 195 0 0 BERKLEY W R CORP COM 084423102 1728560 19545 SH SOLE 19545 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1993685 4741 SH SOLE 4741 0 0 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 691656 13800 SH SOLE 13800 0 0 BP PLC SPONSORED ADR 055622104 1714086 44970 SH SOLE 44970 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1343331 24771 SH SOLE 24771 0 0 CHEVRON CORP NEW COM 166764100 2435506 15440 SH SOLE 15440 0 0 CISCO SYS INC COM 17275R102 1924879 38567 SH SOLE 38567 0 0 CITIGROUP INC COM NEW 172967424 1687559 26685 SH SOLE 26685 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 909162 12405 SH SOLE 12405 0 0 CORNING INC COM 219350105 1470840 44625 SH SOLE 44625 0 0 COSTCO WHSL CORP NEW COM 22160K105 369246 504 SH SOLE 504 0 0 CVS HEALTH CORP COM 126650100 1402978 17590 SH SOLE 17590 0 0 DISNEY WALT CO COM 254687106 2137752 17471 SH SOLE 17471 0 0 ELEVANCE HEALTH INC COM 036752103 1371538 2645 SH SOLE 2645 0 0 EMERSON ELEC CO COM 291011104 1785231 15740 SH SOLE 15740 0 0 EOG RES INC COM 26875P101 737637 5770 SH SOLE 5770 0 0 EXXON MOBIL CORP COM 30231G102 2301087 19796 SH SOLE 19796 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 70054 1175 SH SOLE 1175 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 360428 7470 SH SOLE 7470 0 0 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 1779795 89730 SH SOLE 89730 0 0 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 401702 20050 SH SOLE 20050 0 0 GENERAL DYNAMICS CORP COM 369550108 2177998 7710 SH SOLE 7710 0 0 GRAHAM HLDGS CO COM CL B 384637104 2001342 2607 SH SOLE 2607 0 0 HOME DEPOT INC COM 437076102 454950 1186 SH SOLE 1186 0 0 INTEL CORP COM 458140100 852967 19311 SH SOLE 19311 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2803102 14679 SH SOLE 14679 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 1165343 2920 SH SOLE 2920 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 104961 311 SH SOLE 311 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 62414 498 SH SOLE 498 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 108083 1280 SH SOLE 1280 0 0 ISHARES TR S&P 500 VAL ETF 464287408 70241 376 SH SOLE 376 0 0 ISHARES TR S&P MC 400GR ETF 464287606 70445 772 SH SOLE 772 0 0 ISHARES TR S&P SML 600 GWT 464287887 55691 426 SH SOLE 426 0 0 ISHARES TR SP SMCP600VL ETF 464287879 45009 438 SH SOLE 438 0 0 ISHARES TR CORE S&P SCP ETF 464287804 10168 92 SH SOLE 92 0 0 JOHNSON & JOHNSON COM 478160104 1709876 10809 SH SOLE 10809 0 0 JOHNSON CTLS INTL PLC SHS G51502105 1225403 18760 SH SOLE 18760 0 0 JPMORGAN CHASE & CO COM 46625H100 2809408 14026 SH SOLE 14026 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 761333 3485 SH SOLE 3485 0 0 LINCOLN NATL CORP IND COM 534187109 1271932 39835 SH SOLE 39835 0 0 LOWES COS INC COM 548661107 1382420 5427 SH SOLE 5427 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 1119114 6065 SH SOLE 6065 0 0 MARVELL TECHNOLOGY INC COM 573874104 2684226 37870 SH SOLE 37870 0 0 MCDONALDS CORP COM 580135101 409109 1451 SH SOLE 1451 0 0 MEDTRONIC PLC SHS G5960L103 1399890 16063 SH SOLE 16063 0 0 MERCK & CO INC COM 58933Y105 2376882 17909 SH SOLE 17909 0 0 MICROSOFT CORP COM 594918104 3945091 9377 SH SOLE 9377 0 0 MORGAN STANLEY COM NEW 617446448 1617386 17177 SH SOLE 17177 0 0 ORACLE CORP COM 68389X105 2265753 18038 SH SOLE 18038 0 0 PACCAR INC COM 693718108 1923640 15527 SH SOLE 15527 0 0 PEPSICO INC COM 713448108 2241929 12725 SH SOLE 12725 0 0 PNC FINL SVCS GROUP INC COM 693475105 1672398 10349 SH SOLE 10349 0 0 PROCTER AND GAMBLE CO COM 742718109 1461223 9006 SH SOLE 9006 0 0 PROSHARES TR BITCOIN STRATE 74347G440 224485 6950 SH SOLE 6950 0 0 QUALCOMM INC COM 747525103 2923980 17271 SH SOLE 17271 0 0 ROYAL GOLD INC COM 780287108 214386 1760 SH SOLE 1760 0 0 RTX CORPORATION COM 75513E101 1687171 17299 SH SOLE 17299 0 0 SOUTHERN CO COM 842587107 624497 8705 SH SOLE 8705 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 213468 25750 SH SOLE 25750 0 0 TARGET CORP COM 87612E106 2072471 11695 SH SOLE 11695 0 0 TEXAS INSTRS INC COM 882508104 195986 1125 SH SOLE 1125 0 0 TJX COS INC NEW COM 872540109 2087528 20583 SH SOLE 20583 0 0 TYLER TECHNOLOGIES INC COM 902252105 255006 600 SH SOLE 600 0 0 VALKYRIE ETF TRUST II BITCOIN AND ETHE 91917A108 239108 11300 SH SOLE 11300 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 76757 223 SH SOLE 223 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 719840 8941 SH SOLE 8941 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 47723 191 SH SOLE 191 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 5894 68 SH SOLE 68 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 22570 287 SH SOLE 287 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 9186 108 SH SOLE 108 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 185070 385 SH SOLE 385 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2111877 27317 SH SOLE 27317 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 176146 918 SH SOLE 918 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 316763 1945 SH SOLE 1945 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 906462 21603 SH SOLE 21603 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 261518 22125 SH SOLE 22125 0 0 WALMART INC COM 931142103 2161066 35916 SH SOLE 35916 0 0 WILLIAMS SONOMA INC COM 969904101 4151705 13075 SH SOLE 13075 0 0