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Latest Insight Advisors, LLC/ PA Stock Portfolio

$567Million | No. of Holdings #241

Insight Advisors, LLC/ PA Performance

2026 Q2+2.48%
YTD+0.43%
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 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Advisors, LLC/ PA reported an equity portfolio of $567.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Insight Advisors, LLC/ PA are , BOB, BOB. The fund has invested 16.7% of it's portfolio in EA SERIES TRUST and 13.7% of portfolio in EA SERIES TRUST. <br><br> The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), YELP INC (YELP) and WISDOMTREE TR (JAMF) stocks. They significantly reduced their stock positions in PUBLIC SVC ENTERPRISE GROUP (PEG), NEBIUS GROUP N.V. (YNDX) and SPDR INDEX SHS FDS (CWI). Insight Advisors, LLC/ PA opened new stock positions in DOW HLDGS INC (DOW), CORNING INC (GLW) and MARVELL TECHNOLOGY INC (MRVL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and VANGUARD WORLD FD (EDV).
Insight Advisors, LLC/ PA Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$567Million
  as of Aug 05, 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 2.48% in the last quarter. In trailing 12 months, it's portfolio return was 7.34%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dow hldgs inc1,166,160
corning inc539,724
marvell technology inc495,518
dell technologies inc390,885
space exploration techn corp371,452
ishares tr295,454
arista networks inc280,132
unitedhealth group inc256,502
New stocks bought by Insight Advisors, LLC/ PA

Additions

Ticker% Inc.
vanguard world fd709
vanguard index fds494
vanguard world fd390
ishares tr299
first tr exchange-traded fd66.1
t1 energy inc61.62
series portfolios tr49.16
clorox co del33.8
Additions to existing portfolio by Insight Advisors, LLC/ PA

Reductions

Ticker% Reduced
public svc enterprise group-44.81
nebius group n.v.-39.39
spdr index shs fds-35.72
ishares tr-29.12
sprott asset management lp-28.21
wisdomtree tr-25.4
deere & co-23.16
etf ser solutions-18.26
Insight Advisors, LLC/ PA reduced stake in above stock

Sold off

Ticker$ Sold
yelp inc-1,392,860
j p morgan exchange traded f-1,653,940
gabelli equity tr inc-153
first watch restaurant group-119,996
ishares ethereum tr-164,299
wisdomtree tr-427,013
pfizer inc-218,598
wisdomtree tr-667,848
Insight Advisors, LLC/ PA got rid off the above stocks

Sector Distribution

Insight Advisors, LLC/ PA has about 68.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Consumer Defensive
Sector%
Others68.7
Technology17.2
Communication Services3.3
Financial Services2.7
Consumer Cyclical2.6
Industrials1.5
Healthcare1.5
Consumer Defensive1.3

Market Cap. Distribution

Insight Advisors, LLC/ PA has about 30.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED68.7
MEGA-CAP26.6
LARGE-CAP3.5

Stocks belong to which Index?

About 29.1% of the stocks held by Insight Advisors, LLC/ PA either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others69.9
S&P 50029.1
Top 5 Winners (%)%
INTC
intel corp
214.8 %
AMD
advanced micro devices inc
180.3 %
MU
micron technology inc
178.4 %
YNDX
nebius group n.v.
133.4 %
PANW
palo alto networks inc
111.3 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
7.1 M
INTC
intel corp
5.4 M
SPY
state str spdr s&p 500 etf t
3.2 M
ea series trust
3.1 M
NVDA
nvidia corporation
3.1 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.4 %
EDV
vanguard world fd
-65.7 %
IJR
ishares tr
-60.3 %
NFLX
netflix inc.
-25.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-17.1 M
VAW
vanguard world fd
-13.5 M
EDV
vanguard world fd
-2.7 M
IJR
ishares tr
-2.0 M
BGLD
first tr exchange-traded fd
-0.7 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 241 stocks in it's portfolio. About 56.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for Insight Advisors, LLC/ PA last quarter.

$567.26MTotal Value
258Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Insight Advisors, LLC/ PA, last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.27%14,225
$1.55M
0.27%
increased 3.7 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.13%11,060
$734.9K
0.13%
increased 0.09 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.08%4,732
$456.3K
0.08%
increased 1.74 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.07%3,565
$383.7K
0.07%
decreased 7.4 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.04%953
$231.1K
0.04%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Advisors, LLC/ PA's holding in Etf Ser Solutions over time
0.37%12,544
$2.07M
0.37%
increased 21.3 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Advisors, LLC/ PA's holding in Etf Ser Solutions over time
0.05%4,988
$298.8K
0.05%
increased 14.12 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.26%19,431
$1.47M
0.26%
increased 5.81 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Insight Advisors, LLC/ PA's holding in Ishares Inc over time
0.04%5,335
$226.4K
0.04%
decreased 12.81 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Insight Advisors, LLC/ PA's holding in Vaneck Etf Trust over time
0.24%2,089
$1.37M
0.24%
decreased 15.05 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Insight Advisors, LLC/ PA's holding in Pacer Fds Tr over time
0.06%7,224
$328.7K
0.06%
increased 0.4 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
$291.4K
0.05%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Insight Advisors, LLC/ PA's holding in Global X Fds over time
0.32%30,439
$1.79M
0.32%
increased 1.19 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.23%48,034
$1.31M
0.23%
increased 3.95 percentadded