Insight Advisors, LLC/ PA

CIK

1844880

Location

Newtown, PA

Portfolio Value

Micro $14,108,257

Diversification

Diversified

Filing Date

Global Rank

#3,992 / 8,232 ▼ 25

Top Industry

Semiconductors 26.4%

3Y Alpha vs SPY

-0.6%

Period ended 2 months ago

Filed May 12, 2026 · 33d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 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

+76.3%

Annualised alpha

-0.6%

Max drawdown

−21.8%

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

11.6%

+0.3 pts

Top 5

43.7%

+0.0 pts

Top 10

58.8%

−0.4 pts

HHI

504

Diversified+5

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.3%	$72,160,800	20
Unclassified	18.8%	$35,475,031	8
Financial Services	10.8%	$20,336,859	22
Consumer Cyclical	7.6%	$14,265,045	11
Communication Services	7.5%	$14,108,257	7
Healthcare	4.6%	$8,656,807	10
Industrials	4.4%	$8,311,328	18
Consumer Defensive	4.3%	$8,041,800	8
Utilities	1.7%	$3,271,647	6
Basic Materials	1.1%	$2,042,150	5
Energy	0.9%	$1,751,540	2
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	$516,902
BAH	Booz Allen Hamilton Holding Corp	+39	5,470	$426,824
INTC	Intel Corp	+24	56,979	$2,514,483
ETN	Eaton Corp plc	+21	1,772	$633,791
ABBV	AbbVie Inc.	+21	2,315	$503,489
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
XOM	Exxon Mobil Corp	−1,384	8,058	$1,367,120
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
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
MLI	Mueller Industries Inc	2,000	$229,600
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $14,108,257 total · Communication Services only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	25,959	+448	$7,464,770	−6.5%	52.91%
NFLX	Netflix Inc Communication Services	Added	24,639	+485	$2,369,039	+4.6%	16.79%
META	Meta Platforms, Inc. Communication Services	Added	3,431	+479	$1,962,978	+0.7%	13.91%
YELP	Yelp Inc Communication Services	NEW	56,300	NEW	$1,392,862	NEW	9.87%
VZ	Verizon Communications Inc Communication Services	Reduced	9,726	-7,659	$488,245	−31.0%	3.46%
DIS	Walt Disney Co Communication Services	Reduced	2,268	-3	$218,589	−15.4%	1.55%
NBIS	Nebius Group N.V. Communication Services	NEW	2,041	NEW	$211,774	NEW	1.50%