Insight Advisors, LLC/ PA

CIK 0001844880 · Q2 2026

13F Equity AUM

$567.3M

+8.0% QoQ

Positions

241

-1 QoQ

AUM Rank

#4,583

Top 37%

Skill Alpha (FF)

-2.4%/yr^ns

No Clear Edge

Rank #6,260 · Top 75%

vs S&P -6.4%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 45.5%Top 10: 56.6%Top 20: 67.3%

ATTR16.7%

CAOS13.7%

BOXX6.7%

SPY4.4%

NVDA4.1%

AAPL3.8%

AVGO2.0%

AMD1.9%

AMZN1.8%

GOOGL1.6%

Others (231)43.4%

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

Sector Allocation

Financial Services54.2%

Technology17.1%

Fund16.7%

Communication Services3.3%

Consumer Cyclical2.6%

Other6.1%

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

Position Sizing

Positions: 241Median: 0.11%Avg: 0.41%

0–0.5%

212(27.2%)

0.5–1%

14(9.7%)

1–3%

9(13.8%)

3–5%

3(12.3%)

5%+

3(37.0%)

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

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Portfolio Overlap

Shared: 0Unique: 241vs 20 funds

0%Low

241

Fund positions

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.

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Position Changes This Quarter

New15Increased78Decreased129Exited17

New Positions

DOW0.2%

+43K

GLW0.1%

+2K

MRVL0.1%

+2K

DELL0.1%

+906

SPACE EXPLORATION TE…0.1%

+2K

ANET0.1%

+2K

UNH0.1%

+616

MTUM0.1%

+862

TFC0.0%

+4K

JCI0.0%

+2K

Increased

VUG1.3%

+70K(+494%)

VGT0.9%

+36K(+709%)

HECA0.7%

+34K(+31%)

ATTR16.7%

+25K(+3%)

TE0.1%

+23K(+62%)

HYTI0.7%

+22K(+12%)

MGK0.3%

+13K(+390%)

DFII0.4%

+9K(+5%)

IWF0.2%

+8K(+300%)

ELM0.1%

+8K(+49%)

Decreased

CAOS13.7%

-43,503(-5%)

BOXX6.7%

-12,851(-4%)

PHYS/U0.2%

-12,840(-28%)

NVDA4.1%

-6,733(-5%)

AGGY0.1%

-5,972(-25%)

SPDW0.1%

-4,857(-36%)

PEG0.1%

-4,567(-45%)

AVGO2.0%

-3,973(-12%)

PDBC0.1%

-3,665(-8%)

JEDI0.1%

-3,300(-18%)

Exited

-32,443

-56,300

-7,603

-2,997

-7,992

-5,972

-1,371

-5,146

-302

-2,380

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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