# EDGAR Filing Document

**Accession Number:** 0001909322
**File Stem:** 0001398344-23-003401
**Filing Date:** 2023-2
**Character Count:** 12983
**Document Hash:** e8aa275765a74c36587f7cf54bb04647
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-23-003401.hdr.sgml**: 20230214

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Insight Inv LLC<br>**Address:** 330 ILLINOIS STREET<br>EL SEGUNDO, CA 90245

**Form 13F File Number:** 028-22463

**CRD Number (if applicable):** 000172511

**SEC File Number (if applicable):** 801-121494

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Russell Kartub<br>**Title:** President<br>**Phone:** 310-426-6322

**Signature, Place, and Date of Signing:**

/s/ Russell Kartub  El Segundo, CA  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 97

**Form 13F Information Table Value Total:** $99130147

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 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 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 500 GRWT ETF | 464287309 |  | 74880 | 1280 | SH |  | SOLE |  | 1280 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 54546 | 376 | SH |  | SOLE |  | 376 | 0 | 0 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 52728 | 772 | SH |  | SOLE |  | 772 | 0 | 0 |
| ISHARES TR | S 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 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 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 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 |

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