Insight Advisors, LLC/ PA

CIK 1844880 · View on SEC EDGAR ↗

Portfolio value
$567.3M
#3,489 of 9,443 by 13F value · top 36.9%
Positions
241
As of
June 30, 2026

Portfolio value QoQ: +8.0% 13F does not disclose cash

Top 10 holdings weight
56.59%
Top 25 holdings weight
70.61%
Positions above 1%
15
Effective number of positions
16.8

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 4.5% Est. buys $26,306,354 · sells $24,594,491

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 63.9% still held

New positions
15
Increased
78
Decreased
129
Closed
16
On this page

Sector breakdown

Technology
16.8%
Communication Services
3.2%
Retail
3.0%
Industrials
1.8%
Financials
1.6%
Healthcare
1.5%
Financial Services
1.2%
Consumer Discretionary
0.7%
Materials
0.5%
Utilities
0.4%
Consumer products
0.3%
Energy
0.2%
Communications
0.2%
Consumer Staples
0.2%
Telecommunication
0.1%
Real Estate
0.0%
Other/Unmapped
68.3%

Full portfolio 241 positions

Type Streak 8Q trend
ATTR $94,499,775 16.66% 1,004,809 $5,429,369 Up ×2
CAOS $77,432,105 13.65% 856,929 $-4,291,105 Down ×4
BOXX $38,033,536 6.70% 324,822 $-1,234,379 Down ×1
SPY SPY $25,096,363 4.42% 33,607 $3,154,886 Down ×2
NVDA NVIDIA Corporation - Common Stock $23,351,158 4.12% 116,704 $1,823,549 Down ×6
AAPL Apple Inc. - Common Stock $21,620,914 3.81% 74,718 $2,271,444 Down ×6
AVGO Broadcom Inc. - Common Stock $11,432,287 2.02% 30,265 $835,251 Down ×4
AMD Advanced Micro Devices, Inc. - Common Stock $10,602,187 1.87% 18,251 $6,668,462 Down ×1
AMZN Amazon.com, Inc. - Common Stock $10,073,918 1.78% 42,267 $1,001,052 Down ×3
GOOGL Alphabet Inc. - Class A Common Stock $8,872,972 1.56% 24,827 $1,408,206 Down ×1
QQQ Invesco QQQ Trust, Series 1 $8,502,834 1.50% 11,547 $1,860,594 Up ×1
INTC Intel Corporation - Common Stock $7,835,757 1.38% 56,118 $5,321,273 Down ×1
VOO $7,800,623 1.38% 11,358 $1,164,392 Up ×3
VUG $7,201,187 1.27% 83,599 $1,054,650 Up ×1
MSFT Microsoft Corporation - Common Stock $5,858,416 1.03% 15,706 $-138,361 Down ×6
GOOG Alphabet Inc. - Class C Capital Stock $5,307,109 0.94% 15,020 $990,817 Down ×4
IVV $4,973,985 0.88% 6,641 $695,998 Up ×1
VGT $4,948,895 0.87% 41,406 $1,379,007 Up ×2
SPYM $4,047,591 0.71% 46,057 $624,494 Up ×4
HYTI $4,040,254 0.71% 211,387 $396,375 Up ×1
VTV $3,972,105 0.70% 18,227 $284,851 Down ×2
HECA $3,963,855 0.70% 145,196 $759,974 Up ×2
BRKB $3,915,552 0.69% 7,825 $92,973 Down ×3
GLD $3,636,647 0.64% 9,872 $-672,708 Down ×1
MU Micron Technology, Inc. - Common Stock $3,537,933 0.62% 3,065 $2,697,046 Up ×3
IGLD $3,493,728 0.62% 165,895 $-778,924 Down ×1
PANW Palo Alto Networks, Inc. - Common Stock $3,219,230 0.57% 9,440 $1,668,455 Down ×3
COST Costco Wholesale Corporation - Common Stock $2,966,200 0.52% 3,169 $-388,777 Down ×1
SIGI Selective Insurance Group, Inc. - Common Stock $2,891,383 0.51% 29,805 $644,384
LQTI $2,702,664 0.48% 139,962 $41,975 Up ×4
VBK $2,653,134 0.47% 7,255 $431,431 Down ×4
MRK Merck & Company, Inc. Common Stock (new) $2,514,785 0.44% 19,571 $98,685 Down ×6
JNJ Johnson & Johnson Common Stock $2,410,986 0.43% 9,493 $-20,963 Down ×4
VOT $2,372,217 0.42% 7,745 $292,929 Down ×3
DFII $2,115,253 0.37% 190,221 $-297,984 Up ×4
META Meta Platforms, Inc. - Class A Common Stock $2,077,969 0.37% 3,689 $114,857 Up ×2
QTUM Defiance Quantum ETF $2,074,443 0.37% 12,544 $964,910 Up ×2
WFC Wells Fargo & Company Common Stock $2,009,580 0.35% 24,317 $68,930 Down ×1
VOE $1,906,050 0.34% 9,646 $102,871 Down ×3
FTSM First Trust Enhanced Short Maturity ETF $1,881,757 0.33% 31,504 $-20,133 Down ×6
TSLA Tesla, Inc. - Common Stock $1,862,838 0.33% 4,429 $17,097 Down ×6
IVW $1,860,318 0.33% 13,527 $305,695 Down ×4
TROW T. Rowe Price Group, Inc. - Common Stock $1,839,606 0.32% 16,181 $365,613 Down ×1
LLY Eli Lilly and Company Common Stock $1,823,893 0.32% 1,521 $420,954 Down ×1
PAVE $1,793,400 0.32% 30,439 $265,040 Up ×6
SPIB $1,769,297 0.31% 52,878 $34,775 Up ×4
NFLX Netflix, Inc. - Common Stock $1,694,322 0.30% 23,730 $-674,720 Down ×1
WMT Walmart Inc. - Common Stock $1,594,344 0.28% 14,077 $-216,084 Down ×1
SPTM $1,582,231 0.28% 17,427 $261,044 Up ×2
FSIG $1,578,579 0.28% 83,722 $-31,333 Down ×4
AGZ $1,554,458 0.27% 14,225 $49,456 Up ×4
JPM JP Morgan Chase & Co. Common Stock $1,536,459 0.27% 4,693 $84,559 Down ×2
ONEO $1,529,167 0.27% 10,000 $159,025 Down ×6
DGRO $1,472,678 0.26% 19,431 $183,877 Up ×1
RSP $1,435,924 0.25% 6,749 $151,281 Up ×6
MGK $1,432,488 0.25% 16,295 $211,200 Up ×2
VBR $1,383,723 0.24% 5,694 $133,180 Down ×4
CAT Caterpillar, Inc. Common Stock $1,382,429 0.24% 1,298 $467,996 Up ×1
SMH SMH $1,370,094 0.24% 2,089 $427,349 Down ×1
BX Blackstone Inc. Common Stock $1,313,479 0.23% 11,161 $-4,819 Down ×2
IWF $1,311,935 0.23% 10,565 $185,237 Up ×3
SMLV $1,310,046 0.23% 8,325 $125,012 Down ×2
FALN iShares Fallen Angels USD Bond ETF $1,308,447 0.23% 48,034 $73,716 Up ×4
SPYD $1,307,211 0.23% 27,399 $73,004 Up ×1
RDVI $1,258,539 0.22% 42,807 $170,643 Up ×2
VEU $1,256,326 0.22% 15,001 $107,095 Down ×1
BAC Bank of America Corporation Common Stock $1,247,344 0.22% 21,892 $181,043 Up ×4
IBND $1,242,149 0.22% 39,838 $54,582 Up ×2
SPTI $1,224,773 0.22% 43,141 $134,232 Up ×3
XLK XLK $1,219,436 0.21% 6,400 $537,555 Up ×4
IWM $1,210,326 0.21% 4,028 $105,355 Down ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $1,210,218 0.21% 10,373 $-397,838 Down ×1
PG Procter & Gamble Company (The) Common Stock $1,175,688 0.21% 8,018 $-17,446 Down ×1
DOW Dow Inc. Common Stock $1,166,165 0.21% 42,623 Up ×1
HGRO $1,165,733 0.21% 37,184 $112,387 Down ×1
VIG $1,162,380 0.20% 4,912 $78,192 Down ×6
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1,160,496 0.20% 2,430 $535,288 Up ×2
BBIN $1,118,964 0.20% 14,331 $58,944 Down ×1
SCHD $1,109,610 0.20% 34,993 $205,551 Up ×1
RTX RTX Corporation Common Stock $1,090,846 0.19% 5,750 $-13,297 Up ×1
HD Home Depot, Inc. (The) Common Stock $1,089,805 0.19% 3,090 $15,095 Down ×6
IJR $1,073,618 0.19% 7,240 $152,749 Down ×2
FV First Trust Dorsey Wright Focus 5 ETF $1,023,785 0.18% 13,492 $185,634 Down ×2
PHYS $985,774 0.17% 32,674 $-627,242 Down ×6
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $973,766 0.17% 1,276 $456,865 Down ×1
AXP American Express Company Common Stock $963,259 0.17% 2,848 $30,554 Down ×3
VTI $950,157 0.17% 2,568 $132,669 Up ×2
XOM Exxon Mobil Corporation Common Stock $943,971 0.17% 6,904 $-423,195 Down ×3
SHAG $917,021 0.16% 19,378 $103,546 Up ×2
C Citigroup, Inc. Common Stock $867,325 0.15% 6,197 $167,029 Up ×1
AOA $849,699 0.15% 8,706 $1,185 Down ×1
FBND $827,372 0.15% 18,188 $6,759 Up ×5
PCAR PACCAR Inc. - Common Stock $824,489 0.15% 6,864 $31,746
PFIG $807,826 0.14% 33,772 $97,932 Up ×2
CEG Constellation Energy Corporation - Common Stock When-Issued $789,065 0.14% 3,177 $-133,688 Down ×1
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $784,394 0.14% 4,091 $381,524 Up ×2
AGGY $762,466 0.13% 17,536 $-258,956 Down ×2
ETN Eaton Corporation, PLC Ordinary Shares $759,663 0.13% 1,783 $125,961 Up ×4
USRT $734,937 0.13% 11,060 $80,888 Up ×3
GS Goldman Sachs Group, Inc. (The) Common Stock $729,280 0.13% 720 $143,986 Up ×2

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
VOO $7,800,623 1.38% up ×3
SPYM $4,047,591 0.71% up ×4
MU $3,537,933 0.62% up ×3
LQTI $2,702,664 0.48% up ×4
DFII $2,115,253 0.37% up ×4
PAVE $1,793,400 0.32% up ×6
SPIB $1,769,297 0.31% up ×4
AGZ $1,554,458 0.27% up ×4
RSP $1,435,924 0.25% up ×6
IWF $1,311,935 0.23% up ×3
FALN $1,308,447 0.23% up ×4
BAC $1,247,344 0.22% up ×4
SPTI $1,224,773 0.22% up ×3
XLK $1,219,436 0.21% up ×4
FBND $827,372 0.15% up ×5

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
DOW $1,166,165 42,623 0.21%
GLW $539,724 2,113 0.10%
MRVL $495,518 1,663 0.09%
DELL $390,885 906 0.07%
Unknown issuer (CUSIP: 84615Q103) $371,452 2,174 0.07%
MTUM $295,454 862 0.05%
ANET $280,132 1,649 0.05%
UNH $256,502 616 0.05%
KLAC $244,147 809 0.04%
GLXY $229,164 8,382 0.04%
JCI $221,211 1,514 0.04%
TFC $215,471 4,325 0.04%
AMKR $213,850 2,480 0.04%
GPIQ $212,033 3,575 0.04%
F $151,540 10,902 0.03%

Top movers (QoQ)

Security Action Shares Δ Value Δ
AMD Trimmed -1K +$6.7M
ATTR Bought more +25K +$5.4M
INTC Trimmed -861 +$5.3M
CAOS Trimmed -44K -$4.3M
SPY Trimmed -132 +$3.2M
MU Bought more +576 +$2.7M
AAPL Trimmed -2K +$2.3M
QQQ Bought more +38 +$1.9M
NVDA Trimmed -7K +$1.8M
PANW Trimmed -233 +$1.7M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
DDWM March 31, 2026 185,854 $8,092,097 No longer tracked
WTV March 31, 2026 86,556 $8,075,690 No longer tracked
USMF June 30, 2025 95,536 $4,740,497 No longer tracked
JPST March 31, 2026 89,473 $4,526,436 No longer tracked
DXJ Dec. 31, 2025 34,307 $4,392,315 No longer tracked
MTGP March 31, 2026 97,196 $4,329,606 No longer tracked
LCOW March 31, 2026 172,278 $4,122,955 No longer tracked
XSOE March 31, 2026 99,595 $3,886,194 No longer tracked
GCOW March 31, 2026 74,732 $3,080,450 No longer tracked
ICOW March 31, 2026 79,058 $3,057,961 No longer tracked
TLH March 31, 2026 26,506 $2,694,862 No longer tracked
EPI March 31, 2026 44,844 $2,075,830 No longer tracked
JMST June 30, 2026 32,443 $1,653,944 No longer tracked
YELP June 30, 2026 56,300 $1,392,862 -5.3%
DGS June 30, 2025 25,164 $1,215,673 No longer tracked
VOOG March 31, 2026 2,467 $1,096,861 No longer tracked
ECOW March 31, 2026 43,911 $1,071,593
WTAI March 31, 2026 29,900 $871,286 No longer tracked
F March 31, 2026 59,663 $782,783 24.4%
FTLS March 31, 2025 11,843 $782,348 No longer tracked
COWZ March 31, 2026 12,934 $778,226 No longer tracked
DGRW June 30, 2026 7,603 $667,848
HEDJ March 31, 2026 11,886 $630,670 No longer tracked
BLOK March 31, 2026 11,050 $628,633 No longer tracked
GNOM Dec. 31, 2025 14,913 $579,110
ALB June 30, 2026 2,997 $538,025 5.3%
BUG March 31, 2026 16,577 $504,937
CLOU March 31, 2026 22,019 $498,071
DWMF March 31, 2025 16,277 $437,917 No longer tracked
PYPL March 31, 2026 7,388 $431,334 37.6%
QGRW June 30, 2026 7,992 $427,013 No longer tracked
EPS June 30, 2025 7,157 $424,268 No longer tracked
WDEF March 31, 2026 14,537 $421,718 No longer tracked
SPHQ March 31, 2025 6,138 $412,350 No longer tracked
DJP March 31, 2025 12,846 $411,714 No longer tracked
ARKF June 30, 2025 12,175 $404,940 No longer tracked
HSY March 31, 2026 2,195 $399,511 -9.6%
CL March 31, 2026 5,049 $398,997 5.9%
PINK Sept. 30, 2025 13,231 $397,048 No longer tracked
FINX June 30, 2025 14,387 $396,503
FVD March 31, 2025 8,571 $372,669 No longer tracked
DTD March 31, 2026 4,081 $346,395 No longer tracked
MRVL March 31, 2025 3,095 $345,590 300.1%
VYMI March 31, 2026 3,768 $339,120
NOBL June 30, 2025 3,306 $337,748 No longer tracked
ARKG March 31, 2025 14,237 $337,558 No longer tracked
SMAY March 31, 2025 13,240 $328,558 No longer tracked
ELD March 31, 2026 11,019 $321,758 No longer tracked
EDIV March 31, 2025 9,057 $319,894 No longer tracked
DPZ March 31, 2026 766 $319,393 -6.6%
NKE June 30, 2026 5,972 $315,399 -1.2%
ARKQ March 31, 2025 4,005 $314,593 No longer tracked
MSTR Dec. 31, 2025 970 $312,544 -20.8%
TTEQ March 31, 2026 9,598 $312,129
HFXI March 31, 2025 11,953 $310,061 No longer tracked
HON June 30, 2026 1,371 $309,815 -1.9%
AGNG March 31, 2026 8,565 $307,452
WCLD March 31, 2025 8,138 $306,967
DLN March 31, 2026 3,406 $300,000 No longer tracked
EES June 30, 2026 5,146 $298,719 No longer tracked
USFR March 31, 2026 5,898 $296,788 No longer tracked
KMB March 31, 2026 2,892 $291,752 12.4%
AEP March 31, 2026 2,479 $285,853 -5.8%
CWH March 31, 2026 29,300 $285,085 -2.2%
GLXY Dec. 31, 2025 8,382 $283,395 11.9%
DON June 30, 2025 5,643 $279,440 No longer tracked
NUGT June 30, 2025 4,484 $278,565 No longer tracked
GPN March 31, 2026 3,596 $278,362 37.6%
SGOV Sept. 30, 2025 2,756 $277,501 -0.1%
SO March 31, 2026 3,137 $273,548 -5.6%
UNH March 31, 2026 817 $269,765 43.1%
ED June 30, 2026 2,380 $269,368 -2.4%
CALF March 31, 2026 5,933 $263,230 No longer tracked
MCK June 30, 2026 302 $261,339 13.4%
BSV Dec. 31, 2025 3,309 $261,171 No longer tracked
NBCC June 30, 2025 10,645 $259,620 No longer tracked
ISHP March 31, 2026 6,515 $254,932
ARKW June 30, 2025 2,638 $249,739 No longer tracked
ISCF March 31, 2025 7,716 $248,378 No longer tracked
OXY Dec. 31, 2025 5,034 $237,960 49.4%
OKLO Dec. 31, 2025 2,103 $234,758 -40.1%
SPIP June 30, 2025 8,872 $234,044 No longer tracked
ACN June 30, 2026 1,180 $233,982 46.7%
NOW March 31, 2025 219 $233,827 -18.6%
TMO March 31, 2026 401 $232,604 26.2%
FCOM March 31, 2026 3,174 $232,590 No longer tracked
ABT June 30, 2026 2,256 $231,565 26.1%
DIVO Dec. 31, 2025 5,189 $231,517 No longer tracked
T Dec. 31, 2025 8,188 $231,230 2.1%
NBIS Dec. 31, 2025 2,048 $229,928 172.8%
MLI March 31, 2026 2,000 $229,600 -43.5%
CMG Dec. 31, 2025 5,843 $228,989 -3.0%
EEMS March 31, 2025 3,920 $227,214 No longer tracked
TMO June 30, 2025 454 $226,265 53.0%
COF March 31, 2026 924 $223,936 19.3%
ROBO March 31, 2025 3,928 $221,146 No longer tracked
CRM March 31, 2026 834 $220,809 10.1%
MTUM March 31, 2026 879 $220,037 No longer tracked
VIGI March 31, 2026 2,397 $219,207
XLF March 31, 2026 4,001 $219,197 No longer tracked
MOAT June 30, 2025 2,486 $218,828 No longer tracked
PFE June 30, 2026 7,786 $218,598 16.5%
BOTZ March 31, 2025 6,780 $218,451
LHX June 30, 2026 630 $217,445 -7.0%
FCTE Dec. 31, 2025 8,171 $217,267
FTSL Sept. 30, 2025 4,729 $216,992
PFE June 30, 2025 8,477 $214,906 15.7%
VO Sept. 30, 2025 767 $214,545 No longer tracked
MMM June 30, 2025 1,458 $214,121 18.1%
TFC March 31, 2026 4,325 $212,834 10.3%
BMY Sept. 30, 2025 4,592 $212,553 46.5%
EMSF June 30, 2025 8,686 $210,203 No longer tracked
PCT Sept. 30, 2025 15,337 $210,117 -47.1%
VOX March 31, 2025 1,346 $209,801 No longer tracked
PFE Dec. 31, 2025 8,219 $209,580 12.7%
VST Dec. 31, 2025 1,069 $209,579 -13.7%
ADBE June 30, 2025 546 $209,407 -29.4%
MRVL Dec. 31, 2025 2,488 $209,177 189.9%
RACE Dec. 31, 2025 425 $206,220 17.0%
NOW March 31, 2026 1,344 $205,889 24.0%
VO March 31, 2025 766 $202,488 No longer tracked
HYG June 30, 2025 2,558 $201,802 No longer tracked
DDIV March 31, 2026 4,846 $201,303
VNQ March 31, 2026 2,273 $201,133 No longer tracked
CI Dec. 31, 2025 694 $200,276 0.6%
REGL March 31, 2025 2,488 $200,233 No longer tracked
ANET March 31, 2026 1,528 $200,212 53.4%
BIZD Dec. 31, 2025 13,131 $196,176 No longer tracked
ETHA June 30, 2026 10,379 $164,299
HEALXXXX March 31, 2025 15,974 $157,663 No longer tracked
PCIG Dec. 31, 2025 13,026 $121,985 No longer tracked
FWRG June 30, 2026 11,450 $119,996 -1.2%
TOKE March 31, 2026 12,000 $73,920 No longer tracked
SAN June 30, 2025 10,863 $72,785 76.2%
PLBY Sept. 30, 2025 23,705 $38,402 -15.0%
WIMI June 30, 2025 20,800 $20,230 -49.8%