Insight Advisors, LLC/ PA

CIK

1844880

Location

Newtown, PA

Portfolio Value

Small $187,220,359

Diversification

Diversified

Filing Date

Global Rank

#4,335 / 8,605 ▼ 138 · as of Mar 2026

Top Industry

Semiconductors 26.7%

3Y Alpha vs SPY

-0.4%

Period ended 3 months ago

Filed May 12, 2026 · 58d

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.8%

SPY

+76.5%

Annualised alpha

-0.6%

Max drawdown

−21.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

118 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.7%

+0.3 pts

Top 5

44.1%

+0.0 pts

Top 10

59.2%

−0.3 pts

HHI

511

Diversified+5

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.3%	$71,773,123	20
Unclassified	18.9%	$35,475,031	8
Financial Services	10.9%	$20,336,859	22
Consumer Cyclical	7.6%	$14,265,045	11
Communication Services	7.5%	$14,108,257	7
Industrials	4.6%	$8,662,976	19
Healthcare	4.6%	$8,656,807	10
Consumer Defensive	4.3%	$8,041,800	8
Utilities	1.7%	$3,271,647	6
Basic Materials	1.1%	$2,042,150	5
Energy	0.2%	$384,420	1
Real Estate	0.1%	$202,244	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TE	T1 Energy Inc.	+6,500	37,000	$162,430
IBIT	iShares Bitcoin Trust ETF	+1,727	17,130	$658,134
PLTR	Palantir Technologies Inc.	+541	10,993	$1,608,056
NFLX	Netflix Inc	+485	24,639	$2,369,039
META	Meta Platforms, Inc.	+479	3,431	$1,962,978
GOOGL	Alphabet Inc.	+448	25,959	$7,464,770
NVO	Novo Nordisk A S	+421	6,594	$242,329
ALB	Albemarle Corp	+306	2,997	$538,051
ETHA	iShares Ethereum Trust ETF	+300	10,379	$164,299
ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund	+273	12,144	$99,216
GLD	Spdr Gold Trust	+136	10,015	$4,309,354
PG	PROCTER & GAMBLE Co	+129	8,261	$1,193,218
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+120	1,850	$625,207
WFC	Wells Fargo & Company/Mn	+118	24,377	$1,940,652
COST	Costco Wholesale Corp /New	+117	3,366	$3,353,983
AMD	Advanced Micro Devices Inc	+94	19,337	$3,933,725
CLX	Clorox Co /De/	+59	3,222	$333,895
WMT	Walmart Inc.	+57	14,568	$1,810,511
CRWD	CrowdStrike Holdings, Inc.	+51	1,324	$129,225
BAH	Booz Allen Hamilton Holding Corp	+39	5,470	$426,824
INTC	Intel Corp	+24	56,979	$2,514,483
ABBV	AbbVie Inc.	+21	2,315	$503,489
ETN	Eaton Corp plc	+21	1,772	$633,791
V	Visa Inc.	+9	2,102	$635,308
CSCO	Cisco Systems, Inc.	+9	5,100	$395,709
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−13,552	21,873	$1,066,308
FSK	FS KKR Capital Corp	−8,996	15,740	$160,233
VZ	Verizon Communications Inc	−7,659	9,726	$488,245
FTHY	First Trust High Yield Opportunities 2027 Term Fund	−7,094	48,266	$653,038
PEG	Public Service Enterprise Group Inc	−6,820	10,193	$825,123
AAPL	Apple Inc.	−5,525	76,241	$19,349,203
NVDA	Nvidia Corp	−4,991	123,437	$21,527,412
ENVX	Enovix Corp	−4,755	16,378	$84,838
IBM	International Business Machines Corp	−3,519	1,736	$420,789
BX	Blackstone Inc.	−3,376	11,465	$1,318,360
PHYS	Sprott Physical Gold Trust	−3,370	45,514	$1,613,016
SLV	iShares Silver Trust	−3,220	13,716	$934,608
AMZN	Amazon Com Inc	−3,019	43,563	$9,072,866
AXP	American Express Co	−2,507	3,083	$932,545
PEP	Pepsico Inc	−2,262	3,164	$491,337
ED	Consolidated Edison Inc	−2,025	2,380	$269,368
MSFT	Microsoft Corp	−1,551	16,201	$5,997,124
QQQ	Invesco Qqq Trust, Series 1	−1,004	11,509	$6,642,764
UVSP	UNIVEST FINANCIAL Corp	−1,000	10,750	$368,295
ORCL	Oracle Corp	−737	2,389	$351,445
AMP	Ameriprise Financial Inc	−720	567	$251,974
TSLA	Tesla, Inc.	−682	4,965	$1,845,738
PM	Philip Morris International Inc.	−577	1,856	$306,871
CODI	Compass Diversified Holdings	−541	16,575	$130,279
GD	General Dynamics Corp	−525	1,065	$365,529
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
TROW	Price T Rowe Group Inc	16,352	$1,473,969
YELP	Yelp Inc	56,300	$1,392,862
AMAT	Applied Materials Inc /De	742	$253,608
VRT	Vertiv Holdings Co	994	$249,076
PFE	Pfizer Inc	7,786	$218,630
LHX	L3harris Technologies, Inc. /De/	630	$217,444
NBIS	Nebius Group N.V.	2,041	$211,774
LIN	Linde PLC	417	$206,731
FWRG	First Watch Restaurant Group, Inc.	11,450	$119,996
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
F	Ford Motor Co	59,663	$782,778
PYPL	PayPal Holdings, Inc.	7,388	$431,311
HSY	Hershey Co	2,195	$399,446
CL	Colgate Palmolive Co	5,049	$398,971
DPZ	Dominos Pizza Inc	766	$319,284
KMB	Kimberly Clark Corp	2,892	$291,773
AEP	American Electric Power Co Inc	2,479	$285,853
CWH	Camping World Holdings, Inc.	29,300	$285,089
GPN	Global Payments Inc	3,596	$278,330
SO	Southern Co	3,137	$273,546
UNH	Unitedhealth Group Inc	817	$269,699
TMO	Thermo Fisher Scientific Inc.	401	$232,359
COF	Capital One Financial Corp	924	$223,940
CRM	Salesforce, Inc.	834	$220,934
TFC	Truist Financial Corp	4,325	$212,833
NOW	ServiceNow, Inc.	1,344	$205,887
ANET	Arista Networks, Inc.	1,528	$200,213
MLI	Mueller Industries Inc	2,000	$114,800
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 positions · $187,220,359 total · as of Mar 31, 2026

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

Showing 1–50 of 118 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	33,739	-359	$21,941,821	−5.6%	11.72%
NVDA	Nvidia Corp Technology	Reduced	123,437	-4,991	$21,527,412	−10.1%	11.50%
AAPL	Apple Inc. Technology	Reduced	76,241	-5,525	$19,349,203	−13.0%	10.33%
AVGO	Broadcom Inc. Technology	Reduced	34,238	-496	$10,597,003	−11.8%	5.66%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	43,563	-3,019	$9,072,866	−15.6%	4.85%
GOOGL	Alphabet Inc. Communication Services	Added	25,959	+448	$7,464,770	−6.5%	3.99%
QQQ	Invesco Qqq Trust, Series 1	Reduced	11,509	-1,004	$6,642,764	−13.6%	3.55%
MSFT	Microsoft Corp Technology	Reduced	16,201	-1,551	$5,997,124	−30.1%	3.20%
GLD	Spdr Gold Trust	Added	10,015	+136	$4,309,354	+10.1%	2.30%
AMD	Advanced Micro Devices Inc Technology	Added	19,337	+94	$3,933,725	−4.5%	2.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,977	-165	$3,822,578	−6.6%	2.04%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,366	+117	$3,353,983	+19.7%	1.79%
INTC	Intel Corp Technology	Added	56,979	+24	$2,514,483	+19.6%	1.34%
JNJ	Johnson & Johnson Healthcare	Reduced	9,948	-99	$2,431,689	+17.0%	1.30%
MRK	Merck & Co., Inc. Healthcare	Reduced	20,086	-238	$2,416,144	+12.9%	1.29%
NFLX	Netflix Inc Communication Services	Added	24,639	+485	$2,369,039	+4.6%	1.27%
SIGI	Selective Insurance Group Inc Financial Services	Held	29,805	0	$2,246,998	−9.9%	1.20%
META	Meta Platforms, Inc. Communication Services	Added	3,431	+479	$1,962,978	+0.7%	1.05%
WFC	Wells Fargo & Company/Mn Financial Services	Added	24,377	+118	$1,940,652	−14.2%	1.04%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,965	-682	$1,845,738	−27.3%	0.99%
WMT	Walmart Inc. Consumer Defensive	Added	14,568	+57	$1,810,511	+12.0%	0.97%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	45,514	-3,370	$1,613,016	−0.1%	0.86%
PLTR	Palantir Technologies Inc. Technology	Added	10,993	+541	$1,608,056	−13.4%	0.86%
PANW	Palo Alto Networks Inc Technology	Reduced	9,673	-253	$1,550,775	−15.2%	0.83%
TROW	Price T Rowe Group Inc Financial Services	NEW	16,352	NEW	$1,473,969	NEW	0.79%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,935	-11	$1,451,679	−8.9%	0.78%
LLY	ELI LILLY & Co Healthcare	Added	1,525	+1	$1,402,649	−14.4%	0.75%
YELP	Yelp Inc Communication Services	NEW	56,300	NEW	$1,392,862	NEW	0.74%
BX	Blackstone Inc. Financial Services	Reduced	11,465	-3,376	$1,318,360	−42.4%	0.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,261	+129	$1,193,218	+2.4%	0.64%
RTX	RTX Corp Industrials	Reduced	5,724	-79	$1,104,159	+3.7%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,267	-4	$1,074,483	−4.5%	0.57%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	21,873	-13,552	$1,066,308	−45.3%	0.57%
SLV	iShares Silver Trust	Reduced	13,716	-3,220	$934,608	−14.3%	0.50%
AXP	American Express Co Financial Services	Reduced	3,083	-2,507	$932,545	−54.9%	0.50%
CEG	Constellation Energy Corp Utilities	Added	3,304	+2	$922,642	−20.9%	0.49%
CAT	Caterpillar Inc Industrials	Reduced	1,291	-19	$914,621	+21.9%	0.49%
MU	Micron Technology Inc Technology	Added	2,489	+4	$840,883	+18.6%	0.45%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	10,193	-6,820	$825,123	−39.6%	0.44%
PCAR	Paccar Inc Industrials	Reduced	6,864	-92	$792,792	+4.1%	0.42%
LMT	Lockheed Martin Corp Industrials	Added	1,199	+3	$724,663	+25.3%	0.39%
DE	Deere & Co Industrials	Reduced	1,274	-19	$717,644	+19.2%	0.38%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,285	-202	$710,155	−6.6%	0.38%
C	Citigroup Inc Financial Services	Reduced	6,175	-121	$700,306	−4.7%	0.37%
SITE	SiteOne Landscape Supply, Inc. Industrials	Reduced	5,045	-52	$671,539	+5.8%	0.36%
AMGN	Amgen Inc Healthcare	Reduced	1,880	-1	$661,478	+7.4%	0.35%
IBIT	iShares Bitcoin Trust ETF	Added	17,130	+1,727	$658,134	−13.9%	0.35%
FTHY	First Trust High Yield Opportunities 2027 Term Fund Financial Services	Reduced	48,266	-7,094	$653,038	−16.2%	0.35%
RS	Reliance, Inc. Basic Materials	Held	2,116	0	$643,094	+5.2%	0.34%
V	Visa Inc. Financial Services	Added	2,102	+9	$635,308	−13.5%	0.34%