Portfolio (Quarterly) Guide ↗

Insight Advisors, LLC/ PA

· CIK 0001844880

13F Portfolio $525M AUM 243 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 14 New 69 Added 99 Reduced 54 Exited

Page 3 of 4 · 69 positions

← Prev 1 2 3 4 Next →

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	SLYV	SPDR SERIES TRUST	—	6,664.0	$630K	0.12%	+56.0	+0.8%	$94.58	+13.6%
42	TSM	TAIWAN SEMICONDUCTOR MANUFAC	Technology	1,850.0	$625K	0.12%	+120.0	+6.9%	$337.95	+28.2%
43	XLG	INVESCO EXCHANGE TRADED FD T	—	11,348.0	$619K	0.12%	+398.0	+3.6%	$54.55	+11.0%
44	MDYV	SPDR SERIES TRUST	—	6,943.0	$591K	0.11%	+60.0	+0.9%	$85.15	+10.0%
45	EFA	ISHARES TR	—	6,029.0	$586K	0.11%	+2K	+42.4%	$97.12	+7.0%
46	ALB	ALBEMARLE CORP	Basic Materials	2,997.0	$538K	0.10%	+306.0	+11.4%	$179.52	-25.3%
47	VB	VANGUARD INDEX FDS	—	2,002.0	$524K	0.10%	+193.0	+10.7%	$261.92	+14.0%
48	XLI	SELECT SECTOR SPDR TR	—	3,242.0	$524K	0.10%	+648.0	+25.0%	$161.71	+13.1%
49	CRWD	CROWDSTRIKE HLDGS INC	Technology	1,324.0	$517K	0.10%	+51.0	+4.0%	$390.41	-50.0%
50	BND	VANGUARD BD INDEX FDS	—	7,019.0	$517K	0.10%	+2K	+46.3%	$73.64	-0.7%
51	ABBV	ABBVIE INC	Healthcare	2,315.0	$503K	0.10%	+21.0	+0.9%	$217.49	+19.7%
52	—	FIRST TR EXCHANGE TRADED FD	—	20,257.0	$465K	0.09%	+187.0	+0.9%	$22.95	—
53	EMB	ISHARES TR	—	4,651.0	$437K	0.08%	+206.0	+4.6%	$93.93	+2.4%
54	BAH	BOOZ ALLEN HAMILTON HLDG COR	Industrials	5,470.0	$427K	0.08%	+39.0	+0.7%	$78.03	-20.3%
55	SPEM	SPDR INDEX SHS FDS	—	8,690.0	$408K	0.08%	+45.0	+0.5%	$46.91	+8.5%
56	GRID	FIRST TR EXCHANGE-TRADED FD	—	2,463.0	$403K	0.08%	+256.0	+11.6%	$163.57	+11.9%
57	VGK	VANGUARD INTL EQUITY INDEX F	—	4,881.0	$402K	0.08%	+880.0	+22.0%	$82.44	+8.1%
58	EFAX	SPDR INDEX SHS FDS	—	7,561.0	$376K	0.07%	+105.0	+1.4%	$49.77	+8.8%
59	CLX	CLOROX CO DEL	Consumer Defensive	3,222.0	$334K	0.06%	+59.0	+1.9%	$103.63	-6.0%
60	DVY	ISHARES TR	—	2,135.0	$323K	0.06%	+25.0	+1.2%	$151.37	+4.7%

Page 3 of 4 · 69 positions

← Prev 1 2 3 4 Next →

① 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 38.4%

Financial Services 27.3%

Communication Services 9.7%

Consumer Cyclical 7.6%

Healthcare 4.5%

Industrials 4.4%

Consumer Defensive 4.3%

Utilities 1.7%

Basic Materials 1.1%

Energy 0.9%