1y return+17.1%S&P 500 +20.9%
3y return+59.8%S&P 500 +68.5%
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, 2022: $193 against $195 in the S&P 500.2
Insigneo Advisory Services, LLCS&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 |
|---|---|---|---|
| AAPLApple Inc | $150.9M | 5.7% | +33.7% |
| SPYState Str Spdr S&p 500 Etf T | $127.5M | 4.8% | +37.2% |
| NVDANvidia Corporation | $103.8M | 3.9% | +68.7% |
| AMZNAmazon Com Inc | $85.9M | 3.2% | +67.4% |
| GOOGLAlphabet Inc | $77.9M | 2.9% | +101.7% |
| MSFTMicrosoft Corp | $74.8M | 2.8% | +89.2% |
| QQQInvesco Qqq Tr | $70.6M | 2.7% | +92.1% |
| METAMeta Platforms Inc | $65.2M | 2.4% | +128.2% |
| MUMicron Technology Inc | $61.3M | 2.3% | +147.2% |
| AVGOBroadcom Inc | $49.4M | 1.9% | +328.5% |
| GLDSpdr Gold Tr | $49.1M | 1.8% | +52.4% |
| BRK/BBerkshire Hathaway Inc Del | $42.8M | 1.6% | +20.9% |
| AMDAdvanced Micro Devices Inc | $42.6M | 1.6% | +185.8% |
| Asml Hldg NvCUSIP N07059210 | $36.0M | 1.4% | +494.3% |
| Trane Technologies PLCCUSIP G8994E103 | $35.0M | 1.3% | |
| JPMJpmorgan Chase & Co | $34.1M | 1.3% | +194.8% |
| TSMTaiwan Semiconductor Manufac | $33.5M | 1.3% | +358.0% |
| LLYEli Lilly & Co | $31.3M | 1.2% | +298.5% |
| GOOGAlphabet Inc | $30.9M | 1.2% | +33.1% |
| ABBVAbbvie Inc | $29.2M | 1.1% | +646.0% |
| BACBank Of Amer Corp | $27.2M | 1.0% | +415.4% |
| CATCaterpillar Inc | $27.2M | 1.0% | +462.7% |
| NFLXNetflix Inc. | $25.3M | 1.0% | +259.4% |
| GSGoldman Sachs Group Inc | $24.7M | 0.9% | +444.6% |
| ORCLOracle Corp | $23.6M | 0.9% | +565.8% |
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, 2022 | +1269.2% | $103.8M |
| AMDAdvanced Micro Devices Inc | December 31, 2022 | +796.9% | $42.6M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $49.4M |
| SMHVaneck Etf Trust | December 31, 2022 | +546.4% | $15.0M |
| TSMTaiwan Semiconductor Manufac | December 31, 2022 | +541.1% | $33.5M |
| PANWPalo Alto Networks Inc | December 31, 2022 | +388.8% | $12.9M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $65.2M |
| CATCaterpillar Inc | December 31, 2022 | +344.5% | $27.2M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $77.9M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $30.9M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $5.5M
- Carnival CorpCUSIP 143658300 was $1.4M
- RGLDRoyal Gold Inc was $429K
- XMLVInvesco Exch Traded Fd Tr II was $413K
- ZTSZoetis Inc was $389K
- BMABanco Macro S A was $384K
- WDEFWisdomtree Tr was $372K
- FTHIFirst Tr Exchange Traded Fd was $331K
- Anglogold Ashanti PLCCUSIP G0378L100 was $326K
- LHXL3harris Technologies Inc was $322K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.1% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | +1.9% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +4.0% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +11.6% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +9.1% | +8.3% |
| March 31, 2023 | +11.0% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Insigneo Advisory Services, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1964958&type=13F-HR&dateb=&owner=include&count=40CIK 1964958
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1964958/000196495826000003/Filed August 14, 2026 · accession 0001964958-26-000003