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Latest Insight Advisors, LLC/ PA Stock Portfolio

$568Million | No. of Holdings #239

Insight Advisors, LLC/ PA Performance

2026 Q3+1.35%
YTD+1.79%
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 2026-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Advisors, LLC/ PA reported an equity portfolio of $568.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Insight Advisors, LLC/ PA are , BOB, BOB. The fund has invested 20% of it's portfolio in EA SERIES TRUST and 9.9% of portfolio in EA SERIES TRUST. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), RELIANCE INC (RS) and NEBIUS GROUP N.V. (YNDX) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), APPLIED MATLS INC (AMAT) and PROFESIONALLY MANAGED PORTFO. Insight Advisors, LLC/ PA opened new stock positions in EXXONMOBIL HOLDINGS CORP, INVESCO EXCH TRADED FD TR II (BAB) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to AMPHENOL CORP (APH), VANGUARD INTL EQUITY INDEX F (VEU) and SPACE EXPLORATION TECHN CORP.
Insight Advisors, LLC/ PA Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$568Million
  as of Oct 22, 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 1.35% in the last quarter. In trailing 12 months, it's portfolio return was 3.24%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,058,980
kenvue inc1,002,660
invesco exch traded fd tr ii530,575
american centy etf tr385,535
ge vernova inc307,021
ishares tr280,775
paypal hldgs inc277,348
cerebras systems inc239,828
New stocks bought by Insight Advisors, LLC/ PA

Additions

Ticker% Inc.
amphenol corp96.02
vanguard intl equity index f76.66
space exploration techn corp47.33
spdr series trust44.66
schwab strategic tr29.73
schwab strategic tr28.99
goldman sachs etf tr26.99
first tr exchange-traded fd26.81
Additions to existing portfolio by Insight Advisors, LLC/ PA

Reductions

Ticker% Reduced
vaneck etf trust-47.82
applied matls inc-28.89
profesionally managed portfo-28.82
select sector spdr tr-27.68
ea series trust-27.1
ishares tr-25.17
jpmorgan chase & co-12.61
johnson & johnson-12.17
Insight Advisors, LLC/ PA reduced stake in above stock

Sold off

Ticker$ Sold
enovix corporation-99,414
eaton vance risk-managed div-102,763
eaton vance tax-managed glob-112,815
abrdn income credit strategi-59,072
the realreal inc-129,690
graniteshares etf tr-115,445
galaxy digital inc.-229,164
exxon mobil corp-943,971
Insight Advisors, LLC/ PA got rid off the above stocks

Sector Distribution

Insight Advisors, LLC/ PA has about 69.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Consumer Defensive
Sector%
Others69.2
Technology17.8
Communication Services3.1
Financial Services2.5
Consumer Cyclical2.4
Healthcare1.6
Industrials1.3
Consumer Defensive1.2

Market Cap. Distribution

Insight Advisors, LLC/ PA has about 29.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED69.2
MEGA-CAP26.4
LARGE-CAP3.3

Stocks belong to which Index?

About 28.8% of the stocks held by Insight Advisors, LLC/ PA either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others70.3
S&P 50028.8
Top 5 Winners (%)%
PLTR
palantir technologies inc
57.3 %
grayscale bitcoin trust etf
41.9 %
ishares bitcoin trust etf
41.2 %
CRWD
crowdstrike hldgs inc
37.8 %
MSFT
microsoft corp
36.2 %
Top 5 Winners ($)$
NVDA
nvidia corporation
3.3 M
AAPL
apple inc
3.2 M
MSFT
microsoft corp
2.1 M
ea series trust
2.1 M
PLTR
palantir technologies inc
0.7 M
Top 5 Losers (%)%
t1 energy inc
-56.9 %
INVZ
innoviz technologies ltd
-52.3 %
APH
amphenol corp
-45.2 %
GLW
corning inc
-39.6 %
VRT
vertiv holdings co
-27.2 %
Top 5 Losers ($)$
INTC
intel corp
-1.1 M
AVGO
broadcom inc
-0.8 M
SIGI
selective ins group inc
-0.4 M
t1 energy inc
-0.4 M
APH
amphenol corp
-0.3 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 239 stocks in it's portfolio. About 56.7% of the portfolio is in top 10 stocks. INTC proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Insight Advisors, LLC/ PA last quarter.

$568.42MTotal Value
260Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Insight Advisors, LLC/ PA, last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.28%14,854
$1.58M
0.28%
increased 4.42 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.12%11,210
$690.3K
0.12%
increased 1.36 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.08%4,857
$441.3K
0.08%
increased 2.64 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.06%3,565
$360.5K
0.06%
unchanged 0 percentunchanged
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
0.35%13,047
$1.98M
0.35%
increased 4.01 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Advisors, LLC/ PA's holding in Etf Ser Solutions over time
0.06%5,271
$337.2K
0.06%
increased 5.67 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Advisors, LLC/ PA's holding in Ishares Tr over time
0.26%19,269
$1.45M
0.26%
decreased 0.83 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Insight Advisors, LLC/ PA's holding in Ishares Inc over time
0.04%5,038
$212.9K
0.04%
decreased 5.57 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Insight Advisors, LLC/ PA's holding in American Centy Etf Tr over time
0.07%3,010
$385.5K
0.07%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Insight Advisors, LLC/ PA's holding in Vaneck Etf Trust over time
0.12%1,090
$663.6K
0.12%
decreased 47.82 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Insight Advisors, LLC/ PA's holding in Pacer Fds Tr over time
0.06%7,253
$314.6K
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%0.00
$0.00
0%
decreased 100 percentsold off
AGNG
Global X Fds

Global X Fds

AGNG
Insight Advisors, LLC/ PA's holding in Global X Fds over time
0.29%31,664
$1.66M
0.29%
increased 4.02 percentadded