Latest Insight Advisors, LLC/ PA Stock Portfolio

Insight Advisors, LLC/ PA Performance:

2025 Q4: -0.84%YTD: 6.93%2024: 11.76%

Performance for 2025 Q4 is -0.84%, and YTD is 6.93%, and 2024 is 11.76%.

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

Insight Advisors, LLC/ PA is a hedge fund based in Newtown, PA. On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Advisors, LLC/ PA reported an equity portfolio of $660.7 Millions as of 31 Dec, 2025.

The top stock holdings of Insight Advisors, LLC/ PA are , BOB, BOB. The fund has invested 12.9% of it's portfolio in EA SERIES TRUST and 12.6% of portfolio in EA SERIES TRUST.

The fund managers got completely rid off WISDOMTREE TR (AGZD), GLOBAL X FDS (BITS) and STRATEGY INC (MSTR) stocks. They significantly reduced their stock positions in WISDOMTREE TR (JAMF), CAMPING WORLD HLDGS INC (CWH) and EA SERIES TRUST (BOB). Insight Advisors, LLC/ PA opened new stock positions in EA SERIES TRUST, WISDOMTREE TR (JAMF) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and ETF OPPORTUNITIES TRUST.

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

Our best estimate is that Insight Advisors, LLC/ PA made a return of -0.84% in the last quarter. In trailing 12 months, it's portfolio return was 6.93%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ea series trust	85,550,600
wisdomtree tr	8,092,100
etf opportunities trust	800,226
global x fds	498,071
wisdomtree tr	421,718
profesionally managed portfo	398,170
albemarle corp	380,666
wisdomtree tr	346,395

New stocks bought by Insight Advisors, LLC/ PA

Additions

Ticker	% Inc.
netflix inc	792
servicenow inc	401
etf opportunities trust	190
select sector spdr tr	105
select sector spdr tr	100
select sector spdr tr	96.54
select sector spdr tr	78.65
first tr exchange-traded fd	64.33

Additions to existing portfolio by Insight Advisors, LLC/ PA

Reductions

Ticker	% Reduced
wisdomtree tr	-86.23
camping world hldgs inc	-56.14
ea series trust	-51.8
enovix corporation	-49.69
the realreal inc	-45.00
pacer fds tr	-34.87
first tr exchange-traded fd	-18.99
first tr exchange-traded fd	-16.3

Insight Advisors, LLC/ PA reduced stake in above stock

Sold off

Ticker	$ Sold
wisdomtree tr	-4,392,320
global x fds	-579,110
vaneck etf trust	-196,176
litman gregory fds tr	-121,985
galaxy digital inc.	-283,395
pfizer inc	-209,580
at&t inc	-231,230
etf opportunities trust	-217,267

Insight Advisors, LLC/ PA got rid off the above stocks

Sector Distribution

Insight Advisors, LLC/ PA has about 68.2% of it's holdings in Others sector.

Sector	%
Others	68.2
Technology	18.7
Consumer Cyclical	2.8
Communication Services	2.8
Financial Services	2.5
Healthcare	1.3
Consumer Defensive	1.3
Industrials	1.2

Market Cap. Distribution

Insight Advisors, LLC/ PA has about 24.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	68.2
MEGA-CAP	18.6
MID-CAP	6.8
LARGE-CAP	6.1

Stocks belong to which Index?

About 30.9% of the stocks held by Insight Advisors, LLC/ PA either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	69.2
S&P 500	24.1
RUSSELL 2000	6.8

Top 5 Winners (%)		%
MU	micron technology inc	58.2 %
SLV	ishares silver tr	50.7 %
LLY	eli lilly & co	40.1 %
REAL	the realreal inc	37.5 %
AMD	advanced micro devices inc	32.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.8 M
AAPL	apple inc	1.4 M
GOOG	alphabet inc	1.2 M
AMD	advanced micro devices inc	1.0 M
AVGO	broadcom inc	0.6 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.8 %
NOW	servicenow inc	-75.0 %
	innoviz technologies ltd	-57.8 %
XLB	select sector spdr tr	-46.4 %
XLB	select sector spdr tr	-43.9 %

Top 5 Losers ($)		$
NFLX	netflix inc	-14.8 M
BGLD	first tr exchange-traded fd	-0.8 M
MSFT	microsoft corp	-0.6 M
NOW	servicenow inc	-0.6 M
XLB	select sector spdr tr	-0.6 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 282 stocks in it's portfolio. About 49.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Insight Advisors, LLC/ PA last quarter.

Last Reported on: 11 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.36	81,766	22,230,000	reduced	-2.06

AAXJ	ishares tr	0.41	26,506	2,694,860	reduced	-7.89

AAXJ	ishares tr	0.22	13,442	1,481,990	added	0.28

AAXJ	ishares tr	0.09	10,866	618,929	added	1.91

AAXJ	ishares tr	0.07	2,176	467,165	reduced	-7.76

AAXJ	ishares tr	0.06	4,445	427,999	reduced	-2.61

AAXJ	ishares tr	0.06	3,876	415,088	reduced	-1.6

ABBV	abbvie inc	0.08	2,294	524,128	reduced	-2.71

ABC	cencora inc	0.05	909	307,016	reduced	-0.66

ABT	abbott labs	0.04	2,261	283,338	reduced	-2.79

ACIO	etf ser solutions	0.17	10,091	1,106,860	reduced	-2.9

ACIO	etf ser solutions	0.03	3,433	202,253	new

ACN	accenture plc ireland	0.05	1,314	352,636	reduced	-2.01

ACVF	etf opportunities trust	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.26	24,920	1,730,110	reduced	-4.83

ACWV	ishares inc	0.04	6,070	252,332	added	1.00

AEP	american elec pwr co inc	0.04	2,479	285,853	unchanged	0.00

AFK	vaneck etf trust	0.13	2,378	856,717	reduced	-0.75

AFK	vaneck etf trust	0.00	0.00	0.00	sold off	-100

AFTY	pacer fds tr	0.62	172,278	4,122,960	added	3.91