President

0001398344-24-013986.txt : 20240807 0001398344-24-013986.hdr.sgml : 20240807 20240807090406 ACCESSION NUMBER: 0001398344-24-013986 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240807 DATE AS OF CHANGE: 20240807 EFFECTIVENESS DATE: 20240807 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: 241181768 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 06-30-2024 06-30-2024 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 08-05-2024 0 88 115751552 INFORMATION TABLE 2 fp0089395-1_13fhr-table.xml ABBVIE INC COM 00287Y109 540288 3150 SH SOLE 3150 0 0 ALLSTATE CORP COM 020002101 2187581 13623 SH SOLE 13623 0 0 ALPHABET INC CAP STK CL C 02079K107 344830 1880 SH SOLE 1880 0 0 ALPHABET INC CAP STK CL A 02079K305 2979063 16355 SH SOLE 16355 0 0 AMAZON COM INC COM 023135106 3268824 16915 SH SOLE 16915 0 0 AMERICAN EXPRESS CO COM 025816109 2913131 12581 SH SOLE 12581 0 0 AMGEN INC COM 031162100 2257764 7226 SH SOLE 7226 0 0 APPLE INC COM 037833100 6159582 29245 SH SOLE 29245 0 0 APPLIED MATLS INC COM 038222105 2887102 12234 SH SOLE 12234 0 0 AT&T INC COM 00206R102 991197 51868 SH SOLE 51868 0 0 BROADCOM INC COM 11135F101 313078 195 SH SOLE 195 0 0 BERKLEY W R CORP COM 084423102 1620745 20495 SH SOLE 20495 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1942877 4776 SH SOLE 4776 0 0 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 666995 13300 SH SOLE 13300 0 0 BP PLC SPONSORED ADR 055622104 1623417 44970 SH SOLE 44970 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 941527 22671 SH SOLE 22671 0 0 CHEVRON CORP NEW COM 166764100 2616125 16725 SH SOLE 16725 0 0 CISCO SYS INC COM 17275R102 1908334 40167 SH SOLE 40167 0 0 CITIGROUP INC COM NEW 172967424 1693430 26685 SH SOLE 26685 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 812940 11955 SH SOLE 11955 0 0 CORNING INC COM 219350105 1646269 42375 SH SOLE 42375 0 0 COSTCO WHSL CORP NEW COM 22160K105 428395 504 SH SOLE 504 0 0 CVS HEALTH CORP COM 126650100 879403 14890 SH SOLE 14890 0 0 DISNEY WALT CO COM 254687106 1734696 17471 SH SOLE 17471 0 0 ELEVANCE HEALTH INC COM 036752103 1487406 2745 SH SOLE 2745 0 0 EMERSON ELEC CO COM 291011104 1733918 15740 SH SOLE 15740 0 0 EOG RES INC COM 26875P101 1171850 9310 SH SOLE 9310 0 0 EXXON MOBIL CORP COM 30231G102 2278916 19796 SH SOLE 19796 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 70318 1175 SH SOLE 1175 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 489870 10195 SH SOLE 10195 0 0 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 1718112 86905 SH SOLE 86905 0 0 FIRST TR EXCHANGE-TRADED FD ULTRA SHT DUR MU 33740J104 402203 20050 SH SOLE 20050 0 0 GENERAL DYNAMICS CORP COM 369550108 2338528 8060 SH SOLE 8060 0 0 GRAHAM HLDGS CO COM CL B 384637104 1839117 2629 SH SOLE 2629 0 0 HOME DEPOT INC COM 437076102 420317 1221 SH SOLE 1221 0 0 INTEL CORP COM 458140100 598495 19325 SH SOLE 19325 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2538733 14679 SH SOLE 14679 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 1298962 2920 SH SOLE 2920 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 113512 311 SH SOLE 311 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 60129 498 SH SOLE 498 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 118451 1280 SH SOLE 1280 0 0 ISHARES TR S&P 500 VAL ETF 464287408 68436 376 SH SOLE 376 0 0 ISHARES TR S&P MC 400GR ETF 464287606 68021 772 SH SOLE 772 0 0 ISHARES TR S&P SML 600 GWT 464287887 54711 426 SH SOLE 426 0 0 ISHARES TR SP SMCP600VL ETF 464287879 42604 438 SH SOLE 438 0 0 ISHARES TR CORE S&P SCP ETF 464287804 9813 92 SH SOLE 92 0 0 JOHNSON & JOHNSON COM 478160104 1579843 10809 SH SOLE 10809 0 0 JOHNSON CTLS INTL PLC SHS G51502105 1253918 18760 SH SOLE 18760 0 0 JPMORGAN CHASE & CO. COM 46625H100 2836899 14026 SH SOLE 14026 0 0 LABCORP HOLDINGS INC COM SHS 504922105 718390 3530 SH SOLE 3530 0 0 LINCOLN NATL CORP IND COM 534187109 1238869 39835 SH SOLE 39835 0 0 LOWES COS INC COM 548661107 1179902 5352 SH SOLE 5352 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 1235073 6565 SH SOLE 6565 0 0 MARVELL TECHNOLOGY INC COM 573874104 2647113 37870 SH SOLE 37870 0 0 MCDONALDS CORP COM 580135101 369773 1451 SH SOLE 1451 0 0 MEDTRONIC PLC SHS G5960L103 1168756 14718 SH SOLE 14718 0 0 MERCK & CO INC COM 58933Y105 2230924 17909 SH SOLE 17909 0 0 MICROSOFT CORP COM 594918104 4271501 9557 SH SOLE 9557 0 0 MORGAN STANLEY COM NEW 617446448 1682067 17307 SH SOLE 17307 0 0 ORACLE CORP COM 68389X105 2546966 18038 SH SOLE 18038 0 0 PACCAR INC COM 693718108 1582908 15377 SH SOLE 15377 0 0 PEPSICO INC COM 713448108 2168830 13150 SH SOLE 13150 0 0 PNC FINL SVCS GROUP INC COM 693475105 1536764 9884 SH SOLE 9884 0 0 PROCTER AND GAMBLE CO COM 742718109 1547115 9381 SH SOLE 9381 0 0 QUALCOMM INC COM 747525103 3391239 17026 SH SOLE 17026 0 0 ROYAL GOLD INC COM 780287108 220282 1760 SH SOLE 1760 0 0 RTX CORPORATION COM 75513E101 1736647 17299 SH SOLE 17299 0 0 SOUTHERN CO COM 842587107 647710 8350 SH SOLE 8350 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 255698 25750 SH SOLE 25750 0 0 TARGET CORP COM 87612E106 1731328 11695 SH SOLE 11695 0 0 TEXAS INSTRS INC COM 882508104 218846 1125 SH SOLE 1125 0 0 TJX COS INC NEW COM 872540109 2260683 20533 SH SOLE 20533 0 0 TYLER TECHNOLOGIES INC COM 902252105 301668 600 SH SOLE 600 0 0 VALKYRIE ETF TRUST II BITCOIN AND ETHE 91917A108 208937 11300 SH SOLE 11300 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 83506 223 SH SOLE 223 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 664698 8316 SH SOLE 8316 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 46419 191 SH SOLE 191 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 6389 68 SH SOLE 68 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 22087 287 SH SOLE 287 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 8885 108 SH SOLE 108 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 193237 385 SH SOLE 385 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2099330 27167 SH SOLE 27167 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 168487 918 SH SOLE 918 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 313971 1945 SH SOLE 1945 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 894207 21683 SH SOLE 21683 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 197681 18935 SH SOLE 18935 0 0 WALMART INC COM 931142103 2597762 38366 SH SOLE 38366 0 0 WILLIAMS SONOMA INC COM 969904101 3406229 12063 SH SOLE 12063 0 0