Insigneo Advisory Services, LLC
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$1.4B
Holdings
743
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: New position (371.7k shares)
7.0%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q2 2025: Increased +9.1% (74.1k → 80.9k shares)
5.8%
03
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (154.9k shares)
3.8%
04
$AMZN
AMAZON COM INC
Q4 2025: New position (352.9k shares)
3.2%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +7.2% (240.9k → 258.3k shares)
2.8%
06
$GQ9
SPDR GOLD TR
Q2 2025: Increased +12.7% (67.1k → 75.6k shares)
2.7%
07
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q2 2025: Increased +4.2% (63.1k → 65.7k shares)
2.4%
08
$GOOGL
ALPHABET INC
Q1 2026: Sold 9.5% (496.0k → 449.0k shares)
2.2%
09
$TT
TRANE TECHNOLOGIES PLC
Q4 2024: New position (71.2k shares)
2.1%
10
$META
META PLATFORMS INC
Q4 2025: New position (51.0k shares)
2.1%
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 13:23 UTC.