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| Name: |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC |
| City: |
WALNUT CREEK |
| State: |
UN |
| Zip: |
94596 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AAPL |
Apple Inc |
1 |
- |
$169.89 |
$6,836,000 |
44,355 |
3.86% |
1,315,000 |
6,019 |
0 |
Personal Computers |
|
|
FB |
Meta Platforms Inc |
2 |
- |
$441.38 |
$5,012,000 |
29,333 |
2.83% |
485,000 |
-649 |
0.001 |
Internet Service Prov... |
|
|
MSFT |
Microsoft Corp |
3 |
- |
$399.04 |
$4,700,000 |
63,098 |
2.65% |
683,000 |
4,815 |
0.001 |
Application Software |
|
|
BCO |
Brinks Co |
4 |
- |
$87.13 |
$3,944,000 |
46,811 |
2.23% |
1,715,000 |
13,538 |
0.096 |
Security & Protection... |
|
|
RTN |
Raytheon Co |
5 |
New |
$116.96 |
$3,918,000 |
20,997 |
2.21% |
3,918,000 |
20,997 |
0.007 |
Aerospace/Defense - M... |
|
|
AMZN |
Amazon.com Inc |
6 |
- |
$173.67 |
$3,761,000 |
3,912 |
2.12% |
-194,000 |
-174 |
0.001 |
Internet Software & S... |
|
|
NOW |
Servicenow, Inc. |
7 |
New |
$716.25 |
$3,584,000 |
30,492 |
2.02% |
3,584,000 |
30,492 |
0.019 |
Information Technolog... |
|
|
ALGN |
Align Technology Inc |
8 |
- |
$310.50 |
$3,579,000 |
19,216 |
2.02% |
654,000 |
-268 |
0.024 |
Medical Appliances & ... |
|
|
MSCI |
Msci Inc |
9 |
New |
$464.49 |
$3,439,000 |
29,419 |
1.94% |
3,439,000 |
29,419 |
0.025 |
Business Services |
|
|
SQ |
Square Inc |
10 |
- |
$72.79 |
$3,240,000 |
112,468 |
1.83% |
-153,000 |
-32,163 |
0.042 |
N/A |
|
|
ATVI |
Activision Blizzard Inc |
11 |
New |
$94.42 |
$3,077,000 |
47,700 |
1.74% |
3,077,000 |
47,700 |
0.004 |
Multimedia & Graphics... |
|
|
ROG |
Rogers Corp |
12 |
New |
$109.54 |
$3,049,000 |
22,876 |
1.72% |
3,049,000 |
22,876 |
0.129 |
Rubber & Plastics |
|
|
BCOR |
Blucora Inc |
13 |
New |
$25.99 |
$3,004,000 |
118,748 |
1.7% |
3,004,000 |
118,748 |
0.288 |
Search Engines & Info... |
|
|
SHW |
Sherwin Williams Co |
14 |
New |
$304.81 |
$2,997,000 |
8,371 |
1.69% |
2,997,000 |
8,371 |
0.008 |
General Building Mate... |
|
|
BA |
Boeing Co |
15 |
New |
$166.81 |
$2,950,000 |
11,603 |
1.67% |
2,950,000 |
11,603 |
0.002 |
Aerospace/Defense - M... |
|
|
UNH |
Unitedhealth Group Inc |
16 |
- |
$493.86 |
$2,899,000 |
14,803 |
1.64% |
95,000 |
-318 |
0.001 |
Health Care Plans |
|
|
PRAH |
Pra Health Sciences, Inc. |
17 |
- |
$165.21 |
$2,696,000 |
35,389 |
1.52% |
-154,000 |
-2,608 |
0.057 |
N/A |
|
|
ADSK |
Autodesk Inc |
18 |
- |
$216.40 |
$2,686,000 |
23,925 |
1.52% |
1,459,000 |
11,752 |
0.011 |
Technical & System So... |
|
|
V |
Visa Inc |
19 |
- |
$275.16 |
$2,587,000 |
24,584 |
1.46% |
231,000 |
-540 |
0.001 |
Business Services |
|
|
BLD |
Topbuild Corp |
20 |
- |
$391.25 |
$2,512,000 |
38,539 |
1.42% |
1,229,000 |
14,367 |
0.043 |
N/A |
|
|
TSEM |
Tower Semiconductor Ltd (USA) |
21 |
New |
$32.17 |
$2,479,000 |
80,606 |
1.4% |
2,479,000 |
80,606 |
0.168 |
Semiconductor - Integ... |
|
|
BRKS |
Brooks Automation Inc |
22 |
- |
$51.50 |
$2,386,000 |
78,576 |
1.35% |
2,386,000 |
78,576 |
0.118 |
Semiconductor Equipme... |
|
|
GOOGL |
Alphabet Inc |
23 |
- |
$156.00 |
$2,376,000 |
2,440 |
1.34% |
77,000 |
-33 |
0 |
Search Engines & Info... |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
24 |
- |
$243.27 |
$2,349,000 |
15,386 |
1.33% |
107,000 |
0 |
0.011 |
Closed - End Fund - E... |
|
|
LHX |
L3harris Technologies Inc |
25 |
New |
$207.36 |
$2,339,000 |
17,761 |
1.32% |
2,339,000 |
17,761 |
0.014 |
Communication Equipment |
|
|
HTHT |
Huazhu Group Ltd Sponsored ADR |
26 |
- |
$39.74 |
$9,192,000 |
77,372 |
1.3% |
-976,000 |
-84,964 |
0.031 |
Lodging |
|
|
PFPT |
Proofpoint Inc |
27 |
- |
$175.90 |
$2,273,000 |
26,061 |
1.28% |
-136,000 |
-1,679 |
0.052 |
Application Software |
|
|
ABBV |
Abbvie Inc. |
28 |
New |
$167.29 |
$2,270,000 |
25,551 |
1.28% |
2,270,000 |
25,551 |
0.002 |
Drug Manufacturers - ... |
|
|
BABA |
Alibaba Group Holding Limited |
29 |
- |
$75.11 |
$2,249,000 |
13,022 |
1.27% |
-59,000 |
-3,361 |
0.001 |
N/A |
|
|
CC |
Chemours Co |
30 |
- |
$27.03 |
$2,224,000 |
43,951 |
1.26% |
2,224,000 |
43,951 |
0.024 |
N/A |
|
|
IPGP |
IPG Photonics Corp |
31 |
New |
$88.24 |
$2,197,000 |
11,874 |
1.24% |
2,197,000 |
11,874 |
0.023 |
Semiconductor - Integ... |
|
|
TTWO |
Take-Two Interactive |
32 |
- |
$143.43 |
$2,175,000 |
21,277 |
1.23% |
938,000 |
4,415 |
0.019 |
Technical & System So... |
|
|
VC |
Visteon Corp |
33 |
- |
$109.66 |
$2,172,000 |
17,547 |
1.23% |
198,000 |
-1,791 |
0.058 |
Auto Parts |
|
|
GOOG |
Alphabet Inc |
34 |
- |
$157.95 |
$2,135,000 |
2,226 |
1.21% |
87,000 |
-28 |
0 |
Search Engines & Info... |
|
|
MA |
MasterCard Inc A |
35 |
- |
$462.11 |
$2,129,000 |
15,078 |
1.2% |
275,000 |
-184 |
0.001 |
Business Services |
|
|
HD |
Home Depot Inc |
36 |
- |
$331.98 |
$2,049,000 |
12,529 |
1.16% |
-622,000 |
-4,884 |
0.001 |
Home Improvement Stores |
|
|
PHM |
PulteGroup Inc |
37 |
- |
$111.36 |
$2,037,000 |
74,541 |
1.15% |
-933,000 |
-46,530 |
0.02 |
Residential Construct... |
|
|
CTSH |
Cognizant Technology Soluti... |
38 |
New |
$66.76 |
$1,971,000 |
27,172 |
1.11% |
1,971,000 |
27,172 |
0.004 |
Business Software & S... |
|
|
CELG |
Celgene Corp |
39 |
- |
$108.24 |
$1,952,000 |
13,388 |
1.1% |
193,000 |
-154 |
0.002 |
Drug Manufacturers - ... |
|
|
SPGI |
S&P Global Inc |
40 |
New |
$415.50 |
$1,946,000 |
12,449 |
1.1% |
1,946,000 |
12,449 |
0.005 |
Publishing |
|
|
ABT |
Abbott Laboratories |
41 |
New |
$106.86 |
$1,945,000 |
36,452 |
1.1% |
1,945,000 |
36,452 |
0.002 |
Drug Manufacturers - ... |
|
|
AME |
Ametek Inc |
42 |
New |
$177.93 |
$1,936,000 |
29,320 |
1.09% |
1,936,000 |
29,320 |
0.012 |
Industrial Electrical... |
|
|
CSX |
CSX Corp |
43 |
New |
$34.03 |
$1,924,000 |
35,466 |
1.09% |
1,924,000 |
35,466 |
0.004 |
Railroads |
|
|
CI |
Cigna Corporation |
44 |
New |
$354.51 |
$1,908,000 |
10,204 |
1.08% |
1,908,000 |
10,204 |
0.004 |
Health Care Plans |
|
|
CRM |
Salesforce.com Inc |
45 |
New |
$273.14 |
$1,844,000 |
19,741 |
1.04% |
1,844,000 |
19,741 |
0.003 |
Internet Software & S... |
|
|
STZ |
Constellation Brands Inc |
46 |
New |
$261.71 |
$1,840,000 |
9,227 |
1.04% |
1,840,000 |
9,227 |
0.005 |
Beverage - Wineries &... |
|
|
RP |
Realpage Inc |
47 |
- |
$88.72 |
$1,717,000 |
43,036 |
0.97% |
1,717,000 |
43,036 |
0.055 |
Application Software |
|
|
MPWR |
Monolithic Power Systems Inc |
48 |
- |
$660.34 |
$1,569,000 |
14,726 |
0.89% |
-1,031,000 |
-12,249 |
0.037 |
Semiconductor - Speci... |
|
|
AMAT |
Applied Materials Inc |
49 |
- |
$197.50 |
$1,533,000 |
29,436 |
0.87% |
1,533,000 |
29,436 |
0.002 |
Semiconductor Equipme... |
|
|
CMCSA |
Comcast Corp |
50 |
- |
$37.87 |
$1,475,000 |
38,327 |
0.83% |
-35,000 |
-477 |
0.001 |
CATV Systems |
|
|
FOE |
Ferro Corp |
51 |
New |
$22.01 |
$1,438,000 |
64,483 |
0.81% |
1,438,000 |
64,483 |
0.074 |
Specialty Chemicals |
|
|
NVMI |
Nova Measuring Instruments,... |
52 |
- |
$170.92 |
$1,425,000 |
50,706 |
0.8% |
1,197,000 |
40,386 |
0.185 |
Semiconductor Equipme... |
|
|
BLDR |
Builders Firstsource Inc |
53 |
New |
$185.26 |
$1,389,000 |
77,184 |
0.78% |
1,389,000 |
77,184 |
0.079 |
Home Improvement Stores |
|
|
EXTR |
Extreme Networks Inc |
54 |
- |
$11.33 |
$1,387,000 |
116,656 |
0.78% |
195,000 |
-12,631 |
0.122 |
Internet Software & S... |
|
|
LPLA |
LPL Investment Holdings Inc |
55 |
New |
$265.42 |
$1,364,000 |
26,457 |
0.77% |
1,364,000 |
26,457 |
0.033 |
Investment Brokerage ... |
|
|
BGC |
Bgc Group Ord Shs Class A |
56 |
New |
$4.43 |
$1,363,000 |
94,173 |
0.77% |
1,363,000 |
94,173 |
0.044 |
Investment Brokerage ... |
|
|
ICLR |
ICON plc (ADR) |
57 |
New |
$300.08 |
$1,359,000 |
11,934 |
0.77% |
1,359,000 |
11,934 |
0.019 |
Research Services |
|
|
LFUS |
LittelFuse Inc |
58 |
- |
$230.39 |
$1,339,000 |
6,837 |
0.76% |
1,339,000 |
6,837 |
0.03 |
Industrial Electrical... |
|
|
VRNS |
Varonis Systems Inc |
59 |
New |
$44.84 |
$1,305,000 |
31,153 |
0.74% |
1,305,000 |
31,153 |
0.029 |
N/A |
|
|
PWR |
Quanta Services Inc |
60 |
New |
$255.19 |
$1,276,000 |
34,137 |
0.72% |
1,276,000 |
34,137 |
0.016 |
General Contractors |
|
|
EBS |
Emergent Biosolutions Inc. |
61 |
New |
$1.95 |
$1,272,000 |
31,437 |
0.72% |
1,272,000 |
31,437 |
0.087 |
Biotechnology |
|
|
FORM |
Formfactor Inc |
62 |
- |
$44.32 |
$1,260,000 |
74,758 |
0.71% |
892,000 |
45,070 |
0.097 |
Semiconductor- Broad... |
|
|
MMSI |
Merit Medical Systems Inc |
63 |
New |
$73.38 |
$1,258,000 |
29,713 |
0.71% |
1,258,000 |
29,713 |
0.06 |
Medical Instruments &... |
|
|
EXEL |
Exelixis Inc |
64 |
- |
$23.53 |
$1,231,000 |
50,818 |
0.7% |
-1,179,000 |
-47,023 |
0.018 |
Research Services |
|
|
EEFT |
Euronet Worldwide Inc |
65 |
New |
$103.61 |
$1,198,000 |
12,641 |
0.68% |
1,198,000 |
12,641 |
0.024 |
Business Services |
|
|
TOL |
Toll Brothers Inc |
66 |
- |
$117.36 |
$1,190,000 |
28,700 |
0.67% |
45,000 |
-286 |
0.017 |
Residential Construct... |
|
|
PAYC |
Paycom Software, Inc. |
67 |
- |
$186.58 |
$1,189,000 |
15,863 |
0.67% |
-42,000 |
-2,128 |
0.028 |
N/A |
|
|
IVOG |
Vanguard S&p Mid Cap 40... |
68 |
- |
$107.66 |
$1,158,000 |
9,228 |
0.65% |
36,000 |
0 |
0.103 |
N/A |
|
|
AXTI |
AXT Inc |
69 |
- |
$2.90 |
$1,144,000 |
125,078 |
0.65% |
-445,000 |
-125,173 |
0.384 |
Semiconductor - Integ... |
|
|
PLNT |
Planet Fitness, Inc. |
70 |
- |
$59.88 |
$1,135,000 |
42,067 |
0.64% |
33,000 |
-5,145 |
0.043 |
N/A |
|
|
VCRA |
Vocera Communications, Inc. |
71 |
- |
$79.13 |
$1,063,000 |
33,897 |
0.6% |
-2,093,000 |
-85,572 |
0.085 |
Communication Equipment |
|
|
FOXF |
Fox Factory Holding Corp |
72 |
- |
$39.37 |
$1,055,000 |
24,479 |
0.6% |
-753,000 |
-26,318 |
0.058 |
N/A |
|
|
SLAB |
Silicon Laboratories Inc |
73 |
- |
$118.93 |
$1,034,000 |
12,936 |
0.58% |
-796,000 |
-13,834 |
0.03 |
Semiconductor - Speci... |
|
|
MTN |
Vail Resorts Inc |
74 |
- |
$199.02 |
$1,029,000 |
4,510 |
0.58% |
17,000 |
-480 |
0.011 |
Gambling/Resorts |
|
|
ESNT |
Essent Group Ltd. |
75 |
- |
$53.86 |
$957,000 |
23,626 |
0.54% |
957,000 |
23,626 |
0.028 |
Surety & Title Insurance |
|
|
ASGN |
On Assignment Inc |
76 |
New |
$98.72 |
$953,000 |
17,762 |
0.54% |
953,000 |
17,762 |
0.033 |
Staffing & Outsourcin... |
|
|
MSA |
MSA Safety Incorporated |
77 |
New |
$188.71 |
$949,000 |
11,940 |
0.54% |
949,000 |
11,940 |
0.031 |
Medical Appliances & ... |
|
|
INXN |
Interxion Holding NV Ordina... |
78 |
New |
$77.41 |
$918,000 |
18,019 |
0.52% |
918,000 |
18,019 |
0.026 |
Internet Service Prov... |
|
|
PFGC |
Performance Food Group Co |
79 |
- |
$68.91 |
$915,000 |
32,385 |
0.52% |
-89,000 |
-4,244 |
0.021 |
N/A |
|
|
FCFS |
First Cash Financial Servic... |
80 |
New |
$114.61 |
$913,000 |
14,450 |
0.52% |
913,000 |
14,450 |
0.03 |
Specialty Retail, Other |
|
|
CAT |
Caterpillar Inc |
81 |
New |
$338.00 |
$890,000 |
7,133 |
0.5% |
890,000 |
7,133 |
0.001 |
Farm & Construction M... |
|
|
SHOP |
Shopify Inc |
82 |
- |
$70.55 |
$881,000 |
7,566 |
0.5% |
-1,254,000 |
-17,000 |
0.01 |
N/A |
|
|
PEGA |
Pegasystems Inc |
83 |
- |
$59.08 |
$820,000 |
14,231 |
0.46% |
-122,000 |
-1,909 |
0.037 |
Business Software & S... |
|
|
MBUU |
Malibu Boats, Inc. |
84 |
- |
$33.82 |
$815,000 |
25,746 |
0.46% |
73,000 |
-2,947 |
0.126 |
N/A |
|
|
MRCY |
Mercury Systems |
85 |
- |
$28.79 |
$789,000 |
15,206 |
0.45% |
789,000 |
15,206 |
0.032 |
Communication Equipment |
|
|
TREE |
Tree.com Inc |
86 |
- |
$36.43 |
$750,000 |
3,068 |
0.42% |
-579,000 |
-4,650 |
0.04 |
Savings & Loans |
|
|
OLED |
Universal Display Corp |
87 |
- |
$156.58 |
$750,000 |
5,821 |
0.42% |
-648,000 |
-6,974 |
0 |
Computer Peripherals |
|
|
ITRI |
Itron Inc |
88 |
New |
$94.39 |
$733,000 |
9,466 |
0.41% |
733,000 |
9,466 |
0.019 |
Scientific & Technica... |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
89 |
- |
$162.35 |
$682,000 |
7,137 |
0.39% |
10,000 |
-110 |
0.008 |
Closed - End Fund - E... |
|
|
VWO |
Vanguard Emerging Markets S... |
90 |
New |
$41.84 |
$546,000 |
12,526 |
0.31% |
546,000 |
12,526 |
0.001 |
Closed - End Fund - E... |
|
|
ICHR |
Ichor Holdings Ltd |
91 |
- |
$38.15 |
$425,000 |
15,845 |
0.24% |
425,000 |
15,845 |
0.066 |
N/A |
|
|
IQV |
IQVIA Holdings Inc |
92 |
- |
$233.98 |
$357,000 |
3,760 |
0.2% |
14,000 |
-67 |
0.002 |
Medical Laboratories ... |
|
|
CBOE |
Cboe Holdings, Inc. |
93 |
- |
$0.00 |
$279,000 |
2,594 |
0.16% |
38,000 |
-46 |
0.002 |
Diversified Investments |
|
|
MCHP |
Microchip Technology Inc |
94 |
- |
$92.21 |
$273,000 |
3,037 |
0.15% |
35,000 |
-53 |
0.001 |
Semiconductor - Speci... |
|
|
IWO |
iShares Russell 2000 Growth |
95 |
- |
$249.86 |
$249,000 |
1,389 |
0.14% |
-74,000 |
-526 |
0.004 |
Closed - End Fund - E... |
|
|
XBI |
streetTRACKS Series Trust S... |
96 |
New |
$82.22 |
$248,000 |
2,870 |
0.14% |
248,000 |
2,870 |
0.003 |
Closed - End Fund - E... |
|
|
DGX |
Quest Diagnostics Inc |
105 |
Closed |
$135.42 |
$0 |
0 |
0% |
-240,000 |
-2,162 |
0 |
Medical Laboratories ... |
|
|
CCL |
Carnival Corp |
137 |
Closed |
$15.18 |
$0 |
0 |
0% |
-1,904,000 |
-29,042 |
0 |
Sporting and Park Ent... |
|
|
EPAM |
Epam Systems, Inc. |
124 |
Closed |
$237.13 |
$0 |
0 |
0% |
-1,551,000 |
-18,445 |
0 |
Information Technolog... |
|
|
MU |
Micron Technology Inc |
111 |
Closed |
$111.58 |
$0 |
0 |
0% |
-2,559,000 |
-85,697 |
0 |
Semiconductor - Memor... |
|
