President

0001398344-24-000837.txt : 20240122 0001398344-24-000837.hdr.sgml : 20240122 20240122153048 ACCESSION NUMBER: 0001398344-24-000837 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240122 DATE AS OF CHANGE: 20240122 EFFECTIVENESS DATE: 20240122 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: 24548605 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 12-31-2023 12-31-2023 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 01-19-2024 0 87 102051464 INFORMATION TABLE 2 fp0086741-1_13fhr-table.xml AMAZON COM INC COM 023135106 2524483 16615 SH SOLE 16615 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 358362 24230 SH SOLE 24230 0 0 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 689862 13800 SH SOLE 13800 0 0 ELEVANCE HEALTH INC COM 036752103 1247276 2645 SH SOLE 2645 0 0 JOHNSON & JOHNSON COM 478160104 1676961 10699 SH SOLE 10699 0 0 WILLIAMS SONOMA INC COM 969904101 2766404 13710 SH SOLE 13710 0 0 COSTCO WHSL CORP NEW COM 22160K105 332680 504 SH SOLE 504 0 0 PROCTER AND GAMBLE CO COM 742718109 1220825 8331 SH SOLE 8331 0 0 INTEL CORP COM 458140100 970378 19311 SH SOLE 19311 0 0 MEDTRONIC PLC SHS G5960L103 1304734 15838 SH SOLE 15838 0 0 PACCAR INC COM 693718108 1574802 16127 SH SOLE 16127 0 0 MERCK & CO INC COM 58933Y105 1952439 17909 SH SOLE 17909 0 0 TYLER TECHNOLOGIES INC COM 902252105 250872 600 SH SOLE 600 0 0 EMERSON ELEC CO COM 291011104 1421018 14600 SH SOLE 14600 0 0 ALLSTATE CORP COM 020002101 1901348 13583 SH SOLE 13583 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1036272 13720 SH SOLE 13720 0 0 CORNING INC COM 219350105 1354264 44475 SH SOLE 44475 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 806893 21403 SH SOLE 21403 0 0 MARVELL TECHNOLOGY INC COM 573874104 2268862 37620 SH SOLE 37620 0 0 PEPSICO INC COM 713448108 2004112 11800 SH SOLE 11800 0 0 BP PLC SPONSORED ADR 055622104 1591938 44970 SH SOLE 44970 0 0 HOME DEPOT INC COM 437076102 411008 1186 SH SOLE 1186 0 0 SOUTHERN CO COM 842587107 738364 10530 SH SOLE 10530 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 94410 311 SH SOLE 311 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 843246 3710 SH SOLE 3710 0 0 ISHARES TR CORE S&P SCP ETF 464287804 9959 92 SH SOLE 92 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1694492 4751 SH SOLE 4751 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2268256 29317 SH SOLE 29317 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 653410 8039 SH SOLE 8039 0 0 ALPHABET INC CAP STK CL A 02079K305 2270661 16255 SH SOLE 16255 0 0 MICROSOFT CORP COM 594918104 3526127 9377 SH SOLE 9377 0 0 CVS HEALTH CORP COM 126650100 1446152 18315 SH SOLE 18315 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 44434 191 SH SOLE 191 0 0 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 476826 23770 SH SOLE 23770 0 0 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 1770164 88730 SH SOLE 88730 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 184330 422 SH SOLE 422 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 208060 25750 SH SOLE 25750 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 8759 108 SH SOLE 108 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 5305 68 SH SOLE 68 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 20819 287 SH SOLE 287 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 57912 498 SH SOLE 498 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 147215 818 SH SOLE 818 0 0 VALKYRIE ETF TRUST II BITCOIN AND ETHE 91917A108 151194 11300 SH SOLE 11300 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 328452 2197 SH SOLE 2197 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 69326 223 SH SOLE 223 0 0 BROADCOM INC COM 11135F101 217669 195 SH SOLE 195 0 0 JOHNSON CTLS INTL PLC SHS G51502105 1084785 18820 SH SOLE 18820 0 0 ABBVIE INC COM 00287Y109 488156 3150 SH SOLE 3150 0 0 QUALCOMM INC COM 747525103 2497182 17266 SH SOLE 17266 0 0 GENERAL DYNAMICS CORP COM 369550108 1998161 7695 SH SOLE 7695 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 985091 2920 SH SOLE 2920 0 0 MCDONALDS CORP COM 580135101 430236 1451 SH SOLE 1451 0 0 CISCO SYS INC COM 17275R102 1846354 36547 SH SOLE 36547 0 0 AT&T INC COM 00206R102 914393 54493 SH SOLE 54493 0 0 ISHARES TR S&P SML 600 GWT 464287887 53310 426 SH SOLE 426 0 0 ISHARES TR S&P 500 VAL ETF 464287408 65383 376 SH SOLE 376 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 96128 1280 SH SOLE 1280 0 0 JPMORGAN CHASE & CO COM 46625H100 2389225 14046 SH SOLE 14046 0 0 CHEVRON CORP NEW COM 166764100 2290352 15355 SH SOLE 15355 0 0 TJX COS INC NEW COM 872540109 1932767 20603 SH SOLE 20603 0 0 WALMART INC COM 931142103 1878715 11917 SH SOLE 11917 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2380307 14554 SH SOLE 14554 0 0 ORACLE CORP COM 68389X105 1895948 17983 SH SOLE 17983 0 0 RTX CORPORATION COM 75513E101 1446703 17194 SH SOLE 17194 0 0 TARGET CORP COM 87612E106 1663466 11680 SH SOLE 11680 0 0 PFIZER INC COM 717081103 250905 8715 SH SOLE 8715 0 0 MORGAN STANLEY COM NEW 617446448 1593829 17092 SH SOLE 17092 0 0 ALPHABET INC CAP STK CL C 02079K107 264948 1880 SH SOLE 1880 0 0 AMERICAN EXPRESS CO COM 025816109 2378469 12696 SH SOLE 12696 0 0 AMGEN INC COM 031162100 2081233 7226 SH SOLE 7226 0 0 APPLIED MATLS INC COM 038222105 2004644 12369 SH SOLE 12369 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 102914 1725 SH SOLE 1725 0 0 ISHARES TR SP SMCP600VL ETF 464287879 45145 438 SH SOLE 438 0 0 ISHARES TR S&P MC 400GR ETF 464287606 61158 772 SH SOLE 772 0 0 ROYAL GOLD INC COM 780287108 212890 1760 SH SOLE 1760 0 0 PNC FINL SVCS GROUP INC COM 693475105 1582412 10219 SH SOLE 10219 0 0 GRAHAM HLDGS CO COM CL B 384637104 1805380 2592 SH SOLE 2592 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1141186 22241 SH SOLE 22241 0 0 BERKLEY W R CORP COM 084423102 1297358 18345 SH SOLE 18345 0 0 CITIGROUP INC COM NEW 172967424 1330238 25860 SH SOLE 25860 0 0 EXXON MOBIL CORP COM 30231G102 1962707 19631 SH SOLE 19631 0 0 LOWES COS INC COM 548661107 1163269 5227 SH SOLE 5227 0 0 LINCOLN NATL CORP IND COM 534187109 1108737 41110 SH SOLE 41110 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 343072 7100 SH SOLE 7100 0 0 APPLE INC COM 037833100 5506551 28601 SH SOLE 28601 0 0 DISNEY WALT CO COM 254687106 1473623 16321 SH SOLE 16321 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 1102799 6065 SH SOLE 6065 0 0