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Portfolio (Quarterly) Guide ↗

Insight Wealth Strategies, LLC

· CIK 0001749914
13F Portfolio $1.0B AUM 182 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 82 Added 50 Reduced 23 Exited
Page 4 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NTAP NETAPP INC Technology 37,378.0 $5.8M 0.57% NEW $156.38 +30.9%
62 CEG CONSTELLATION ENERGY CORP Utilities 24,665.0 $5.8M 0.57% +5K +25.6% $236.50 +12.8%
63 KN KNOWLES CORP Technology 143,628.0 $5.8M 0.57% NEW $40.51 -11.0%
64 QCOM QUALCOMM INC Technology 30,094.0 $5.5M 0.53% +589.0 +2.0% $181.92 -11.9%
65 REGN REGENERON PHARMACEUTICALS Healthcare 8,734.0 $5.5M 0.53% +2K +26.9% $624.72 +29.7%
66 BKR BAKER HUGHES COMPANY Energy 100,692.0 $5.4M 0.53% +5K +5.0% $53.82 +19.7%
67 WFRD WEATHERFORD INTL PLC Energy 64,018.0 $5.1M 0.50% +4K +6.3% $80.21 +14.8%
68 BLBD BLUE BIRD CORP Consumer Cyclical 63,350.0 $4.9M 0.48% -2K -3.8% $77.88 -21.1%
69 AMD ADVANCED MICRO DEVICES INC Technology 9,102.0 $4.9M 0.48% -10K -51.4% $540.88 -10.4%
70 ARW ARROW ELECTRS INC Technology 22,863.0 $4.8M 0.47% NEW $209.61 +1.9%
71 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,414.0 $4.8M 0.47% -339.0 -5.0% $745.74 +2.9%
72 LQD ISHARES TR 43,566.0 $4.7M 0.46% -208K -82.7% $108.46 -2.4%
73 HYD VANECK ETF TRUST 91,745.0 $4.7M 0.46% +5K +6.1% $51.49 -2.7%
74 PFF ISHARES TR 154,475.0 $4.7M 0.46% -71K -31.4% $30.47 -0.1%
75 GOOG ALPHABET INC Communication Services 12,674.0 $4.5M 0.44% +273.0 +2.2% $357.89 -4.6%
76 MUB ISHARES TR 42,067.0 $4.5M 0.44% +3K +6.7% $107.34 -1.8%
77 MBB ISHARES TR 47,915.0 $4.5M 0.44% +3K +7.3% $94.02 -1.0%
78 LEIDOS HOLDINGS INC 42,747.0 $4.4M 0.43% +15K +55.1% $103.07
79 FLOT ISHARES TR 86,307.0 $4.4M 0.43% +6K +7.4% $50.91 +0.1%
80 FLEX FLEX LTD Technology 28,141.0 $4.3M 0.42% NEW $153.53 -21.7%
Page 4 of 10  ·  183 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.2%
Healthcare 14.0%
Energy 12.3%
Industrials 9.8%
Financial Services 7.5%
Consumer Cyclical 5.7%
Communication Services 3.4%
Basic Materials 3.1%
Utilities 1.7%
Consumer Defensive 0.3%