Insight Advisors, LLC/ PA

CIK 0001844880 · Q1 2026

13F Equity AUM

$525.5M

-20.5% QoQ

Positions

242

-40 QoQ

AUM Rank

#4,189

Top 34%

Skill Alpha (FF)

-3.4%/yr

Underperformer

Rank #6,636 · Top 81%

vs S&P -8.1%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 48.3%Top 10: 58.4%Top 20: 67.4%

ATTR16.9%

CAOS15.6%

BOXX7.5%

SPY4.2%

NVDA4.1%

AAPL3.7%

AVGO2.0%

AMZN1.7%

GOOGL1.4%

NDQ1.3%

Others (232)41.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services56.4%

Fund16.9%

Technology13.7%

Communication Services3.5%

Consumer Cyclical2.7%

Other6.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 242Median: 0.12%Avg: 0.41%

0–0.5%

216(28.8%)

0.5–1%

13(9.2%)

1–3%

7(10.0%)

3–5%

3(11.9%)

5%+

3(40.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 229Unique: 13vs 20 funds

3.1%Low

242

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

4.7%

4.2%

4.2%

3.8%

VANGUARD CAPITAL MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

2.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New14Increased99Decreased115Exited53

New Positions

TROW0.3%

+16K

YELP0.3%

+56K

AIRR0.1%

+5K

JEDI0.1%

+18K

ELM0.1%

+15K

VRT0.1%

+994

AMAT0.1%

+742

PFE0.0%

+8K

XAR0.0%

+789

LHX0.0%

+630

Increased

HECA0.6%

+82K(+283%)

DFII0.5%

+47K(+35%)

ATTR16.9%

+34K(+4%)

LQTI0.5%

+32K(+31%)

BOXX7.5%

+20K(+6%)

HGRO0.2%

+9K(+32%)

TE0.0%

+7K(+21%)

IGLD0.8%

+5K(+3%)

SPYM0.7%

+3K(+7%)

BND0.1%

+2K(+46%)

Decreased

QGRW0.1%

-267,029(-97%)

AGGY0.2%

-181,329(-89%)

SCHD0.2%

-180,046(-86%)

DGRW0.1%

-166,882(-96%)

SPDW0.1%

-137,122(-91%)

JMST0.3%

-115,161(-78%)

IJH0.1%

-53,043(-83%)

EES0.1%

-49,046(-91%)

QHY0.1%

-33,348(-74%)

CAOS15.6%

-24,393(-3%)

Exited

-185,854

-86,556

-89,473

-97,196

-172,278

-99,595

-74,732

-79,058

-26,506

-44,844

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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