Grufity logo
Grufity logo

Latest Insight Advisors, LLC/ PA Stock Portfolio

$525Million | No. of Holdings #243

Insight Advisors, LLC/ PA Performance

2026 Q1-2.00%
YTD-2.00%
2025+9.73%

About Insight Advisors, LLC/ PA and 13F Hedge Fund Stock Holdings

Insight Advisors, LLC/ PA is a hedge fund based in Newtown, PA. On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Advisors, LLC/ PA reported an equity portfolio of $525.5 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Insight Advisors, LLC/ PA are , BOB, BOB. The fund has invested 17% of it's portfolio in EA SERIES TRUST and 15.6% of portfolio in EA SERIES TRUST. <br><br> The fund managers got completely rid off WISDOMTREE TR (JAMF), WISDOMTREE TR (AGZD) and J P MORGAN EXCHANGE TRADED F (BBAX) stocks. They significantly reduced their stock positions in WISDOMTREE TR (DWMF), WISDOMTREE TR (JAMF) and SPDR INDEX SHS FDS (CWI). Insight Advisors, LLC/ PA opened new stock positions in PRICE T ROWE GROUP INC (TROW), YELP INC (YELP) and FIRST TR EXCHANGE TRADED FD (AIRR). The fund showed a lot of confidence in some stocks as they added substantially to ETF OPPORTUNITIES TRUST, VANGUARD BD INDEX FDS (BIV) and ISHARES TR (IJR).
Insight Advisors, LLC/ PA Equity Portfolio Value
Last Reported on: 12 May, 2026
$525Million
  as of May 12, 2026

Insight Advisors, LLC/ PA Annual Return Estimates Vs S&P 500

Our best estimate is that Insight Advisors, LLC/ PA made a return of -2% in the last quarter. In trailing 12 months, it's portfolio return was 11.19%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
price t rowe group inc1,473,990
yelp inc1,392,860
first tr exchange traded fd542,589
etf ser solutions462,359
series portfolios tr413,990
applied matls inc253,429
vertiv holdings co248,988
pfizer inc218,598
New stocks bought by Insight Advisors, LLC/ PA

Additions

Ticker% Inc.
etf opportunities trust283
vanguard bd index fds46.32
ishares tr42.36
first tr exchange-traded fd35.05
etf opportunities trust32.13
first tr exchange-traded fd31.03
etf ser solutions27.32
select sector spdr tr24.98
Additions to existing portfolio by Insight Advisors, LLC/ PA

Reductions

Ticker% Reduced
wisdomtree tr-97.09
wisdomtree tr-95.64
spdr index shs fds-90.98
wisdomtree tr-90.5
wisdomtree tr-88.52
schwab strategic tr-85.94
ishares tr-83.07
j p morgan exchange traded f-78.02
Insight Advisors, LLC/ PA reduced stake in above stock

Sold off

Ticker$ Sold
wisdomtree tr-8,092,100
pacer fds tr-4,122,960
wisdomtree tr-3,886,190
wisdomtree tr-4,329,610
j p morgan exchange traded f-4,526,440
wisdomtree tr-8,075,690
pacer fds tr-3,057,960
pacer fds tr-3,080,450
Insight Advisors, LLC/ PA got rid off the above stocks

Sector Distribution

Insight Advisors, LLC/ PA has about 71.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Healthcare
  • Consumer Defensive
Sector%
Others71.1
Technology14.1
Communication Services3.5
Consumer Cyclical2.7
Financial Services2.6
Industrials1.6
Healthcare1.5
Consumer Defensive1.5

Market Cap. Distribution

Insight Advisors, LLC/ PA has about 27.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED71
MEGA-CAP23.5
LARGE-CAP3.7

Stocks belong to which Index?

About 27.9% of the stocks held by Insight Advisors, LLC/ PA either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others72.2
S&P 50026.5
RUSSELL 20001.4
Top 5 Winners (%)%
CODI
compass diversified
62.7 %
XOM
exxon mobil corp
38.0 %
XLB
select sector spdr tr
36.7 %
CVX
chevron corporation
35.6 %
PDBC
invesco actvely mngd etc fd
30.2 %
Top 5 Winners ($)$
BOB
ea series trust
0.9 M
COST
costco wholesale corporation
0.4 M
XOM
exxon mobil corp
0.4 M
INTC
intel corp
0.4 M
ea series trust
0.4 M
Top 5 Losers (%)%
REAL
the realreal inc
-42.5 %
t1 energy inc
-32.2 %
ishares ethereum tr
-29.1 %
NVO
novo-nordisk a s
-27.1 %
ENVX
enovix corporation
-25.9 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1.9 M
NVDA
nvidia corporation
-1.5 M
AAPL
apple inc
-1.4 M
AVGO
broadcom inc
-1.3 M
SPY
state str spdr s&p 500 etf t
-1.1 M

Insight Advisors, LLC/ PA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Insight Advisors, LLC/ PA

Insight Advisors, LLC/ PA has 243 stocks in it's portfolio. About 58.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. BOB was the most profitable stock for Insight Advisors, LLC/ PA last quarter.

$525.47MTotal Value
296Positions
12 May, 2026Last Reported
Current holdings of Current Stock Holdings of Insight Advisors, LLC/ PA, last reported on 12 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.29%13,718
$1.50M
0.29%
increased 2.05 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.12%11,050
$654.0K
0.12%
increased 1.69 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.08%4,651
$436.9K
0.08%
increased 4.63 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.08%3,850
$408.6K
0.08%
decreased 0.67 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.04%953
$208.5K
0.04%
decreased 56.2 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Advisors, LLC/ PA's holding in Etf Ser Solutions over time
0.21%10,341
$1.11M
0.21%
increased 2.48 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Advisors, LLC/ PA's holding in Etf Ser Solutions over time
0.05%4,371
$253.0K
0.05%
increased 27.32 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.24%18,364
$1.29M
0.24%
decreased 26.31 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Insight Advisors, LLC/ PA's holding in Ishares Inc over time
0.05%6,119
$249.7K
0.05%
increased 0.81 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Insight Advisors, LLC/ PA's holding in Vaneck Etf Trust over time
0.18%2,459
$942.7K
0.18%
increased 3.41 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Insight Advisors, LLC/ PA's holding in Pacer Fds Tr over time
0.06%7,195
$338.1K
0.06%
increased 0.42 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Insight Advisors, LLC/ PA's holding in Pacer Fds Tr over time
0.05%5,001
$262.4K
0.05%
increased 0.04 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Insight Advisors, LLC/ PA's holding in Pacer Fds Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off