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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	TROW	PRICE T ROWE GROUP INC	Financial Services	16,352.0	$1.5M	0.28%	NEW	—	$90.14	+30.1%
2	YELP	YELP INC	Communication Services	56,300.0	$1.4M	0.27%	NEW	—	$24.74	+5.5%
3	AIRR	FIRST TR EXCHANGE TRADED FD	—	4,897.0	$543K	0.10%	NEW	—	$110.80	+13.2%
4	JEDI	ETF SER SOLUTIONS	—	18,075.0	$462K	0.09%	NEW	—	$25.58	+12.9%
5	ELM	SERIES PORTFOLIOS TR	—	15,265.0	$414K	0.08%	NEW	—	$27.12	+7.7%
6	AMAT	APPLIED MATLS INC	Technology	742.0	$253K	0.05%	NEW	—	$341.55	+71.7%
7	VRT	VERTIV HOLDINGS CO	Industrials	994.0	$249K	0.05%	NEW	—	$250.49	+19.6%
8	PFE	PFIZER INC	Healthcare	7,786.0	$219K	0.04%	NEW	—	$28.08	-13.4%
9	LHX	L3HARRIS TECHNOLOGIES INC	Industrials	630.0	$217K	0.04%	NEW	—	$345.15	-12.6%
10	—	NEBIUS GROUP N.V.	—	2,041.0	$212K	0.04%	NEW	—	$103.76	—
11	LIN	LINDE PLC	Basic Materials	417.0	$207K	0.04%	NEW	—	$495.78	+10.2%
12	XAR	SPDR SERIES TRUST	—	789.0	$200K	0.04%	NEW	—	$254.01	+12.7%
13	FWRG	FIRST WATCH RESTAURANT GROUP	Consumer Cyclical	11,450.0	$120K	0.02%	NEW	—	$10.48	+25.3%
14	—	GABELLI EQUITY TR INC	—	21,850.0	$153.0	—	NEW	—	$0.01	—

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%