1y return+13.9%S&P 500 +20.9%
3y return+40.6%S&P 500 +68.5%
5y return+25.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $138 against $200 in the S&P 500.2
Insight Advisors, LLC/ PAS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ATTREa Series Trust | $94.5M | 16.7% | +2.5% |
| CAOSEa Series Trust | $77.4M | 13.7% | −4.8% |
| BOXXEa Series Trust | $38.0M | 6.7% | −3.8% |
| SPYState Str Spdr S&p 500 Etf T | $25.1M | 4.4% | |
| NVDANvidia Corporation | $23.4M | 4.1% | −5.5% |
| AAPLApple Inc | $21.6M | 3.8% | −2.0% |
| AVGOBroadcom Inc | $11.4M | 2.0% | −11.6% |
| AMDAdvanced Micro Devices Inc | $10.6M | 1.9% | −5.6% |
| AMZNAmazon Com Inc | $10.1M | 1.8% | −3.0% |
| GOOGLAlphabet Inc | $8.9M | 1.6% | −4.4% |
| QQQInvesco Qqq Tr | $8.5M | 1.5% | |
| INTCIntel Corp | $7.8M | 1.4% | −1.5% |
| VOOVanguard Index Fds | $7.8M | 1.4% | +2.3% |
| VUGVanguard Index Fds | $7.2M | 1.3% | |
| MSFTMicrosoft Corp | $5.9M | 1.0% | −3.1% |
| GOOGAlphabet Inc | $5.3M | 0.9% | |
| IVVIshares Tr | $5.0M | 0.9% | +1.4% |
| VGTVanguard World Fd | $4.9M | 0.9% | +1.2% |
| SPYMSpdr Series Trust | $4.0M | 0.7% | +3.0% |
| HYTIFirst Tr Exchange-traded Fd | $4.0M | 0.7% | +11.7% |
| VTVVanguard Index Fds | $4.0M | 0.7% | −3.0% |
| HECAEtf Opportunities Trust | $4.0M | 0.7% | +30.8% |
| BRK/BBerkshire Hathaway Inc Del | $3.9M | 0.7% | −1.9% |
| GLDSpdr Gold Tr | $3.6M | 0.6% | −1.4% |
| MUMicron Technology Inc | $3.5M | 0.6% | +23.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $23.4M |
| AVGOBroadcom Inc | December 31, 2020 | +762.7% | $11.4M |
| AMDAdvanced Micro Devices Inc | December 31, 2020 | +533.4% | $10.6M |
| PANWPalo Alto Networks Inc | December 31, 2020 | +475.7% | $3.2M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $8.9M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $5.3M |
| WFCWells Fargo & Co | December 31, 2020 | +173.9% | $2.0M |
| VGTVanguard World Fd | December 31, 2020 | +170.3% | $4.9M |
| QTUMEtf Ser Solutions | June 30, 2024 | +163.4% | $2.1M |
| COSTCostco Wholesale Corporation | December 31, 2020 | +148.3% | $3.0M |
Sold off last quarter
- JMSTJ P Morgan Exchange Traded F was $1.7M
- YELPYelp Inc was $1.4M
- DGRWWisdomtree Tr was $668K
- ALBAlbemarle Corp was $538K
- QGRWWisdomtree Tr was $427K
- NKENike Inc was $315K
- Honeywell Intl IncCUSIP 438516106 was $310K
- EESWisdomtree Tr was $299K
- EDConsolidated Edison Inc was $269K
- MCKMckesson Corp was $261K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.6% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +5.5% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
| December 31, 2024 | +1.6% | +2.1% |
| September 30, 2024 | +3.9% | +5.4% |
| June 30, 2024 | +2.5% | +4.0% |
| March 31, 2024 | +5.7% | +10.0% |
| December 31, 2023 | +7.2% | +11.2% |
| September 30, 2023 | −2.5% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +6.7% | +7.0% |
| December 31, 2022 | +3.8% | +7.1% |
| September 30, 2022 | −7.0% | −5.3% |
| June 30, 2022 | −16.3% | −16.5% |
| March 31, 2022 | −7.2% | −4.9% |
| December 31, 2021 | +6.8% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Insight Advisors, LLC/ PA Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1844880&type=13F-HR&dateb=&owner=include&count=40CIK 1844880
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1844880/000117266126003096/Filed August 5, 2026 · accession 0001172661-26-003096