0001398344-23-003401.txt : 20230214 0001398344-23-003401.hdr.sgml : 20230214 20230214162450 ACCESSION NUMBER: 0001398344-23-003401 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23629926 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 12-31-2022 12-31-2022 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 02-13-2023 0 97 99130147 INFORMATION TABLE 2 fp0081813-1_13fhr-table.xml 3M CO COM 88579Y101 717122 5980 SH SOLE 5980 0 0 ABBVIE INC COM 00287Y109 509072 3150 SH SOLE 3150 0 0 ALLSTATE CORP COM 020002101 1835662 13453 SH SOLE 13453 0 0 ALPHABET INC CAP STK CL C 02079K107 166812 1880 SH SOLE 1880 0 0 ALPHABET INC CAP STK CL A 02079K305 1516674 17190 SH SOLE 17190 0 0 AMAZON COM INC COM 023135106 795480 9470 SH SOLE 9470 0 0 AMERICAN EXPRESS CO COM 025816109 1773887 12006 SH SOLE 12006 0 0 AMGEN INC COM 031162100 2198297 8370 SH SOLE 8370 0 0 APPLE INC COM 037833100 4157760 32000 SH SOLE 32000 0 0 APPLIED MATLS INC COM 038222105 1340338 13764 SH SOLE 13764 0 0 AT&T INC COM 00206R102 771839 41925 SH SOLE 41925 0 0 BARRICK GOLD CORP COM 067901108 326420 19000 SH SOLE 19000 0 0 BERKLEY W R CORP COM 084423102 1291746 17800 SH SOLE 17800 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1622034 5251 SH SOLE 5251 0 0 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 1290234 25950 SH SOLE 25950 0 0 BP PLC SPONSORED ADR 055622104 1481731 42420 SH SOLE 42420 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1956033 27186 SH SOLE 27186 0 0 CHEVRON CORP NEW COM 166764100 2780300 15490 SH SOLE 15490 0 0 CISCO SYS INC COM 17275R102 1869965 39252 SH SOLE 39252 0 0 CITIGROUP INC COM NEW 172967424 951187 21030 SH SOLE 21030 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1000253 17490 SH SOLE 17490 0 0 CORNING INC COM 219350105 1527531 47825 SH SOLE 47825 0 0 COSTCO WHSL CORP NEW COM 22160K105 245141 537 SH SOLE 537 0 0 CVS HEALTH CORP COM 126650100 1942080 20840 SH SOLE 20840 0 0 DISNEY WALT CO COM 254687106 1276702 14695 SH SOLE 14695 0 0 ELEVANCE HEALTH INC COM 036752103 1423492 2775 SH SOLE 2775 0 0 EMERSON ELEC CO COM 291011104 1126304 11725 SH SOLE 11725 0 0 EXXON MOBIL CORP COM 30231G102 2201588 19960 SH SOLE 19960 0 0 FIRST MAJESTIC SILVER CORP COM 32076V103 208500 25000 SH SOLE 25000 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 194666 3275 SH SOLE 3275 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 298683 6300 SH SOLE 6300 0 0 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 1546234 78330 SH SOLE 78330 0 0 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 905132 45370 SH SOLE 45370 0 0 GENERAL DYNAMICS CORP COM 369550108 2096530 8450 SH SOLE 8450 0 0 GRAHAM HLDGS CO COM CL B 384637104 1758855 2911 SH SOLE 2911 0 0 HOME DEPOT INC COM 437076102 382506 1211 SH SOLE 1211 0 0 INTEL CORP COM 458140100 961153 36366 SH SOLE 36366 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2012473 14284 SH SOLE 14284 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 774822 2920 SH SOLE 2920 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 349774 2650 SH SOLE 2650 0 0 ISHARES TR EXPND TEC SC ETF 464287549 36400 130 SH SOLE 130 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 88043 411 SH SOLE 411 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 52459 498 SH SOLE 498 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 74880 1280 SH SOLE 1280 0 0 ISHARES TR S&P 500 VAL ETF 464287408 54546 376 SH SOLE 376 0 0 ISHARES TR S&P MC 400GR ETF 464287606 52728 772 SH SOLE 772 0 0 ISHARES TR S&P SML 600 GWT 464287887 46038 426 SH SOLE 426 0 0 ISHARES TR SP SMCP600VL ETF 464287879 39994 438 SH SOLE 438 0 0 ISHARES TR CORE S&P SCP ETF 464287804 8707 92 SH SOLE 92 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 23628 150 SH SOLE 150 0 0 JOHNSON & JOHNSON COM 478160104 2090476 11834 SH SOLE 11834 0 0 JOHNSON CTLS INTL PLC SHS G51502105 1212480 18945 SH SOLE 18945 0 0 JPMORGAN CHASE & CO COM 46625H100 1805388 13463 SH SOLE 13463 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 1016096 4315 SH SOLE 4315 0 0 LINCOLN NATL CORP IND COM 534187109 542515 17660 SH SOLE 17660 0 0 LOWES COS INC COM 548661107 1062348 5332 SH SOLE 5332 0 0 MADISON SQUARE GRDN ENTERTNM CL A 55826T102 478481 10640 SH SOLE 10640 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 1286977 7020 SH SOLE 7020 0 0 MARVELL TECHNOLOGY INC COM 573874104 1463821 39520 SH SOLE 39520 0 0 MCDONALDS CORP COM 580135101 394241 1496 SH SOLE 1496 0 0 MEDTRONIC PLC SHS G5960L103 1212665 15603 SH SOLE 15603 0 0 MERCK & CO INC COM 58933Y105 2395443 21449 SH SOLE 21449 0 0 MICROSOFT CORP COM 594918104 2315942 9657 SH SOLE 9657 0 0 MORGAN STANLEY COM NEW 617446448 1563688 18392 SH SOLE 18392 0 0 NEWMONT CORP COM 651639106 330400 7000 SH SOLE 7000 0 0 ORACLE CORP COM 68389X105 1596627 19533 SH SOLE 19533 0 0 PACCAR INC COM 693718108 1249496 12625 SH SOLE 12625 0 0 PEPSICO INC COM 713448108 2296260 12630 SH SOLE 12630 0 0 PFIZER INC COM 717081103 1787764 34890 SH SOLE 34890 0 0 PNC FINL SVCS GROUP INC COM 693475105 1464736 9274 SH SOLE 9274 0 0 PROCTER AND GAMBLE CO COM 742718109 1374346 9068 SH SOLE 9068 0 0 QUALCOMM INC COM 747525103 1634368 14866 SH SOLE 14866 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1962793 19449 SH SOLE 19449 0 0 SOUTHERN CO COM 842587107 636620 8915 SH SOLE 8915 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1039062 2717 SH SOLE 2717 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 212180 25750 SH SOLE 25750 0 0 TARGET CORP COM 87612E106 1348067 9045 SH SOLE 9045 0 0 TEXAS INSTRS INC COM 882508104 185873 1125 SH SOLE 1125 0 0 TJX COS INC NEW COM 872540109 1586667 19933 SH SOLE 19933 0 0 VALKYRIE ETF TRUST II BITCOIN STRATEGY 91917A108 74693 11300 SH SOLE 11300 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 47524 223 SH SOLE 223 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 217199 680 SH SOLE 680 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 669764 8641 SH SOLE 8641 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 38928 191 SH SOLE 191 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 3748 68 SH SOLE 68 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 19108 287 SH SOLE 287 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 7600 108 SH SOLE 108 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 180940 515 SH SOLE 515 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2740074 36442 SH SOLE 36442 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 133074 838 SH SOLE 838 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 331133 2359 SH SOLE 2359 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 671415 17041 SH SOLE 17041 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 717484 41920 SH SOLE 41920 0 0 WALMART INC COM 931142103 1769695 12432 SH SOLE 12432 0 0 WELLS FARGO CO NEW COM 949746101 2065 50 SH SOLE 50 0 0 WILLIAMS SONOMA INC COM 969904101 1115873 9710 SH SOLE 9710 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 781575 6130 SH SOLE 6130 0 0