Insight Advisors, LLC/ PA
Annual return '25
+13.3%
SPY '25
+17.7%
Alpha
-4.4ptsvs SPY
Invested
$1.1B
Holdings
242
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ATTR
EA SERIES TRUST
Q1 2026: Exited (was 945.8k shares)
17.0%
02
$CAOS
EA SERIES TRUST
Q1 2026: Exited (was 924.8k shares)
15.6%
03
$BOXX
EA SERIES TRUST
Q1 2026: Exited (was 317.8k shares)
7.5%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +47.2% (34.1k → 50.2k shares)
4.2%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 76.9% (128.4k → 29.7k shares)
4.1%
06
$AAPL
APPLE INC
Q1 2026: Sold 51.6% (81.8k → 39.6k shares)
3.7%
07
$AVGO
BROADCOM INC
Q1 2026: Sold 52.7% (34.7k → 16.4k shares)
2.0%
08
$AMZN
AMAZON COM INC
Q1 2026: Sold 62.4% (46.6k → 17.5k shares)
1.7%
09
$GOOGL
ALPHABET INC
Q1 2026: Sold 65.0% (25.5k → 8.9k shares)
1.4%
10
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +467.7% (12.5k → 71.0k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:16 UTC.