Insight Advisors, LLC/ PA

CIK

1844880

Location

Newtown, PA

Portfolio Value

Small $224,499,723

Diversification

Diversified

Filing Date

Global Rank

#4,191 / 8,517 ▲ 218

Top Industry

Semiconductors 31.8%

3Y Alpha vs SPY

+54.4%

Period ended 46 days ago

Filed Aug 5, 2026 · 10d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+431.8%

SPY

+75.3%

Annualised alpha

+54.0%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

120 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.2%

+0.1 pts

Top 5

42.6%

−0.3 pts

Top 10

61.7%

+3.7 pts

HHI

495

Diversified+17

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.3%	$97,119,450	25
Unclassified	17.4%	$39,075,408	7
Financial Services	9.8%	$22,009,178	24
Communication Services	8.4%	$18,854,728	6
Consumer Cyclical	6.7%	$14,947,509	10
Industrials	4.3%	$9,714,058	19
Healthcare	3.9%	$8,790,393	8
Consumer Defensive	3.3%	$7,482,512	8
Basic Materials	1.2%	$2,696,693	5
Utilities	1.1%	$2,368,235	5
Energy	0.5%	$1,228,192	2
Real Estate	0.1%	$213,367	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
TE	T1 Energy Inc.	+22,800	59,800	$566,904
CLX	Clorox Co /De/	+1,089	4,311	$411,441
FSK	FS KKR Capital Corp	+683	16,423	$172,441
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+580	2,430	$1,160,495
MU	Micron Technology Inc	+576	3,065	$3,537,898
IBM	International Business Machines Corp	+486	2,222	$624,848
ORCL	Oracle Corp	+416	2,805	$411,072
ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund	+282	12,426	$102,763
META	Meta Platforms, Inc.	+258	3,689	$2,077,976
AMAT	Applied Materials Inc /De	+144	886	$640,578
BAH	Booz Allen Hamilton Holding Corp	+53	5,523	$335,080
KO	Coca Cola Co	+48	3,785	$307,606
CWEN	Clearway Energy, Inc.	+46	15,391	$526,064
QQQ	Invesco Qqq Trust, Series 1	+38	11,547	$8,503,210
GS	Goldman Sachs Group Inc	+29	720	$728,186
RTX	RTX Corp	+26	5,750	$1,090,947
C	Citigroup Inc	+22	6,197	$867,332
BAC	Bank Of America Corp /De/	+19	21,892	$1,247,406
COR	Cencora, Inc.	+19	934	$264,303
ETN	Eaton Corp plc	+11	1,783	$759,771
RH	Rh	+10	1,874	$308,704
CAT	Caterpillar Inc	+7	1,298	$1,382,240
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PHYS	Sprott Physical Gold Trust	−12,840	32,674	$985,774
NVDA	Nvidia Corp	−6,733	116,704	$23,351,303
PEG	Public Service Enterprise Group Inc	−4,567	5,626	$456,606
AVGO	Broadcom Inc.	−3,973	30,265	$11,432,603
IBIT	iShares Bitcoin Trust ETF	−2,872	14,258	$474,648
SLV	iShares Silver Trust	−1,843	11,873	$634,849
AAPL	Apple Inc.	−1,523	74,718	$21,620,400
AMZN	Amazon Com Inc	−1,296	42,267	$10,073,916
VZ	Verizon Communications Inc	−1,264	8,462	$358,281
GOOGL	Alphabet Inc.	−1,158	39,847	$14,179,440
XOM	ExxonMobil Holdings Corp	−1,154	6,904	$943,914
AMD	Advanced Micro Devices Inc	−1,086	18,251	$10,602,188
NVO	Novo Nordisk A S	−963	5,631	$269,950
NFLX	Netflix Inc	−909	23,730	$1,694,322
INTC	Intel Corp	−861	56,118	$7,835,756
NBIS	Nebius Group N.V.	−804	1,237	$341,622
PLTR	Palantir Technologies Inc.	−620	10,373	$1,210,217
AGNC	AGNC Investment Corp.	−589	19,575	$213,367
UBER	Uber Technologies, Inc	−584	4,501	$324,792
QCOM	Qualcomm Inc/De	−537	2,721	$502,813
TSLA	Tesla, Inc.	−536	4,429	$1,862,837
MRK	Merck & Co., Inc.	−515	19,571	$2,514,873
MSFT	Microsoft Corp	−495	15,706	$5,858,652
WMT	Walmart Inc.	−491	14,077	$1,594,361
JNJ	Johnson & Johnson	−455	9,493	$2,410,937
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
DOW	Dow Inc.	42,623	$1,166,165
GLW	Corning Inc /Ny	2,113	$539,723
MRVL	Marvell Technology, Inc.	1,663	$495,391
DELL	Dell Technologies Inc.	906	$390,902
SPCX	Space Exploration Technologies Corp	2,174	$371,449
ANET	Arista Networks, Inc.	1,649	$280,132
UNH	Unitedhealth Group Inc	616	$256,028
KLAC	Kla Corp	809	$244,083
GLXY	Galaxy Digital Inc.	8,382	$229,163
JCI	Johnson Controls International plc	1,514	$221,210
TFC	Truist Financial Corp	4,325	$215,471
AMKR	Amkor Technology, Inc.	2,480	$213,850
F	Ford Motor Co	10,902	$151,537
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
YELP	Yelp Inc	56,300	$1,392,862
VEU	Vanguard FTSE All-World Ex-US ETF	15,303	$1,149,255
VIG	Vanguard Dividend Appreciation ETF	5,041	$1,084,117
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	23,508	$1,021,422
AOA	iShares Core 80/20 Aggressive Allocation ETF	9,589	$848,530
VEA	Vanguard FTSE Developed Markets ETF	9,298	$595,815
ALB	Albemarle Corp	2,997	$538,051
VB	Vanguard Morningstar Small-Cap ETF	2,002	$524,363
AKRE	Akre Focus ETF	6,066	$320,588
NKE	NIKE, Inc.	5,972	$315,441
HON	Honeywell International Inc	1,371	$309,887
ED	Consolidated Edison Inc	2,380	$269,368
MCK	Mckesson Corp	302	$261,338
ACN	Accenture plc	1,180	$233,982
ABT	Abbott Laboratories	2,256	$231,623
PFE	Pfizer Inc	7,786	$218,630
LHX	L3harris Technologies, Inc. /De/	630	$217,444
FWRG	First Watch Restaurant Group, Inc.	11,450	$119,996
ETHA	iShares Ethereum Trust ETF	10,379	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

120 tracked positions · $224,499,723 total · filing declares 241 positions · $567,256,969 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 120 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	33,607	-132	$25,096,699	+14.4%	11.18%
NVDA	Nvidia Corp Technology	Reduced	116,704	-6,733	$23,351,303	+8.5%	10.40%
AAPL	Apple Inc. Technology	Reduced	74,718	-1,523	$21,620,400	+11.7%	9.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	39,847	-1,158	$14,179,440	+20.4%	6.32%
AVGO	Broadcom Inc. Technology	Reduced	30,265	-3,973	$11,432,603	+7.9%	5.09%
AMD	Advanced Micro Devices Inc Technology	Reduced	18,251	-1,086	$10,602,188	+169.5%	4.72%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	42,267	-1,296	$10,073,916	+11.0%	4.49%
QQQ	Invesco Qqq Trust, Series 1	Added	11,547	+38	$8,503,210	+28.0%	3.79%
INTC	Intel Corp Technology	Reduced	56,118	-861	$7,835,756	+211.6%	3.49%
MSFT	Microsoft Corp Technology	Reduced	15,706	-495	$5,858,652	−2.3%	2.61%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,825	-152	$3,915,551	+2.4%	1.74%
GLD	Spdr Gold Trust	Reduced	9,872	-143	$3,636,647	−15.6%	1.62%
MU	Micron Technology Inc Technology	Added	3,065	+576	$3,537,898	+320.7%	1.58%
PANW	Palo Alto Networks Inc Technology	Reduced	9,440	-233	$3,219,228	+107.6%	1.43%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,169	-197	$2,964,504	−11.6%	1.32%
SIGI	Selective Insurance Group Inc Financial Services	Held	29,805	0	$2,891,383	+28.7%	1.29%
MRK	Merck & Co., Inc. Healthcare	Reduced	19,571	-515	$2,514,873	+4.1%	1.12%
JNJ	Johnson & Johnson Healthcare	Reduced	9,493	-455	$2,410,937	−0.9%	1.07%
META	Meta Platforms, Inc. Communication Services	Added	3,689	+258	$2,077,976	+5.9%	0.93%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	24,317	-60	$2,009,556	+3.6%	0.90%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,429	-536	$1,862,837	+0.9%	0.83%
TROW	Price T Rowe Group Inc Financial Services	Reduced	16,181	-171	$1,839,617	+24.8%	0.82%
LLY	ELI LILLY & Co Healthcare	Reduced	1,521	-4	$1,824,333	+30.1%	0.81%
NFLX	Netflix Inc Communication Services	Reduced	23,730	-909	$1,694,322	−28.5%	0.75%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,077	-491	$1,594,361	−11.9%	0.71%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,693	-242	$1,536,159	+5.8%	0.68%
CAT	Caterpillar Inc Industrials	Added	1,298	+7	$1,382,240	+51.1%	0.62%
BX	Blackstone Inc. Financial Services	Reduced	11,161	-304	$1,313,314	−0.4%	0.58%
BAC	Bank Of America Corp /De/ Financial Services	Added	21,892	+19	$1,247,406	+17.0%	0.56%
PLTR	Palantir Technologies Inc. Technology	Reduced	10,373	-620	$1,210,217	−24.7%	0.54%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	8,018	-243	$1,175,759	−1.5%	0.52%
DOW	Dow Inc. Basic Materials	NEW	42,623	NEW	$1,166,165	NEW	0.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,430	+580	$1,160,495	+85.6%	0.52%
RTX	RTX Corp Industrials	Added	5,750	+26	$1,090,947	−1.2%	0.49%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,090	-177	$1,089,781	+1.4%	0.49%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	32,674	-12,840	$985,774	−38.9%	0.44%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	1,276	-48	$973,766	+88.4%	0.43%
AXP	American Express Co Financial Services	Reduced	2,848	-235	$963,336	+3.3%	0.43%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,904	-1,154	$943,914	−31.0%	0.42%
C	Citigroup Inc Financial Services	Added	6,197	+22	$867,332	+23.9%	0.39%
PCAR	Paccar Inc Industrials	Held	6,864	0	$824,503	+4.0%	0.37%
CEG	Constellation Energy Corp Utilities	Reduced	3,177	-127	$789,071	−14.5%	0.35%
ETN	Eaton Corp plc Industrials	Added	1,783	+11	$759,771	+19.9%	0.34%
GS	Goldman Sachs Group Inc Financial Services	Added	720	+29	$728,186	+24.6%	0.32%
RS	Reliance, Inc. Basic Materials	Reduced	1,920	-196	$717,312	+11.5%	0.32%
AMGN	Amgen Inc Healthcare	Reduced	1,857	-23	$672,456	+1.7%	0.30%
FTHY	First Trust High Yield Opportunities 2027 Term Fund Financial Services	Reduced	48,135	-131	$659,449	+1.0%	0.29%
AMAT	Applied Materials Inc /De Technology	Added	886	+144	$640,578	+152.6%	0.29%
SLV	iShares Silver Trust	Reduced	11,873	-1,843	$634,849	−32.1%	0.28%
V	Visa Inc. Financial Services	Reduced	1,826	-276	$626,482	−1.4%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.