Insight Advisors, LLC/ PA
Long book
$525.5M
Q1 2026
Positions
243
Top-10 weight
58%
concentration
Last quarter
+9.9%
SPY +14.8%
Turnover
23%
of book per quarter
Strategy in plain words
auto-generated from filingsInsight Advisors, LLC/ PA is a wealth-management firm allocating client money, running a $525.5M US long book across 243 positions.
The portfolio is concentrated: the top 10 names carry 58% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ARIN TACTICAL TAIL RISK ETF, ALPHA ARCHITECT TAIL RISK, ALPHA ARCHITECT 1-3 MNTH BOX, SS SPDR S&P 500 ETF TRUST-US, NVIDIA CORP.
Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.9%
Q2 2024
+4.2%
Q3 2024
+2.1%
Q4 2024
-3.1%
Q1 2025
+7.1%
Q2 2025
+5.7%
Q3 2025
+2.0%
Q4 2025
-1.8%
Q1 2026
+9.9%
Sector allocation
Technology 55%
Consumer discretionary 12%
Financials 11%
Industrials 6%
Healthcare 5%
Services media 4%
Utilities 2%
Other 2%
Long book by quarter
What does Insight Advisors, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 123.4K | $21.5M | 4.1% | -3.9% |
| AAPL APPLE INC | Technology | 76.2K | $19.3M | 3.7% | -6.8% |
| AVGO BROADCOM INC | Technology | 34.2K | $10.6M | 2.0% | -1.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 43.6K | $9.1M | 1.7% | -6.5% |
| GOOGL ALPHABET INC-CL A | Technology | 26.0K | $7.5M | 1.4% | +1.8% |
| MSFT MICROSOFT CORP | Technology | 16.2K | $6.0M | 1.1% | -8.7% |
| GOOG ALPHABET INC-CL C | Technology | 15.0K | $4.3M | 0.8% | -6.0% |
| AMD ADVANCED MICRO DEVICES | Technology | 19.3K | $3.9M | 0.7% | +0.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 8.0K | $3.8M | 0.7% | -2.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 3.4K | $3.4M | 0.6% | +3.6% |
| INTC INTEL CORP | Technology | 57.0K | $2.5M | 0.5% | 0.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 9.9K | $2.4M | 0.5% | -1.0% |
| MRK MERCK & CO. INC. | Healthcare | 20.1K | $2.4M | 0.5% | -1.2% |
| NFLX NETFLIX INC | Services media | 24.6K | $2.4M | 0.5% | +2.0% |
| SIGI SELECTIVE INSURANCE GROUP | Financials | 29.8K | $2.2M | 0.4% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 3.4K | $2.0M | 0.4% | +16.2% |
| WFC WELLS FARGO & CO | Financials | 24.4K | $1.9M | 0.4% | +0.5% |
| TSLA TESLA INC | Industrials | 5.0K | $1.8M | 0.4% | -12.1% |
| WMT WALMART INC | Consumer discretionary | 14.6K | $1.8M | 0.3% | +0.4% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 11.0K | $1.6M | 0.3% | +5.2% |
| PANW PALO ALTO NETWORKS INC | Technology | 9.7K | $1.6M | 0.3% | -2.5% |
| TROW T ROWE PRICE GROUP INC | Financials | 16.4K | $1.5M | 0.3% | New |
| JPM JPMORGAN CHASE & CO | Financials | 4.9K | $1.5M | 0.3% | -0.2% |
| LLY ELI LILLY & CO | Healthcare | 1.5K | $1.4M | 0.3% | +0.1% |
| YELP YELP INC | Services media | 56.3K | $1.4M | 0.3% | New |
| XOM EXXON MOBIL CORP | Energy | 8.1K | $1.4M | 0.3% | -14.7% |
| BX BLACKSTONE INC | Financials | 11.5K | $1.3M | 0.3% | -22.7% |
| PG PROCTER & GAMBLE CO/THE | Other | 8.3K | $1.2M | 0.2% | +1.6% |
| RTX RTX CORP | Industrials | 5.7K | $1.1M | 0.2% | -1.4% |
| HD HOME DEPOT INC | Consumer discretionary | 3.3K | $1.1M | 0.2% | -0.1% |
| BAC BANK OF AMERICA CORP | Financials | 21.9K | $1.1M | 0.2% | +0.2% |
| AXP AMERICAN EXPRESS CO | Financials | 3.1K | $933K | 0.2% | -44.8% |
| CEG CONSTELLATION ENERGY | Utilities | 3.3K | $923K | 0.2% | +0.1% |
| CAT CATERPILLAR INC | Industrials | 1.3K | $914K | 0.2% | -1.5% |
| MU MICRON TECHNOLOGY INC | Technology | 2.5K | $841K | 0.2% | +0.2% |
| PEG PUBLIC SERVICE ENTERPRISE GP | Utilities | 10.2K | $825K | 0.2% | -40.1% |
| PCAR PACCAR INC | Industrials | 6.9K | $793K | 0.2% | -1.3% |
| LMT LOCKHEED MARTIN CORP | Industrials | 1.2K | $725K | 0.1% | +0.3% |
| DE DEERE & CO | Industrials | 1.3K | $718K | 0.1% | -1.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 12, 2026 | 243 | $525.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 283 | $660.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 10, 2025 | 289 | $654.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 30, 2025 | 289 | $623.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 11, 2025 | 282 | $575.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 27, 2025 | 292 | $592.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 300 | $580.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 15, 2024 | 289 | $553.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 6, 2024 | 298 | $521.1M | canonical | SEC ↗ |