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Portfolio (Quarterly) Guide ↗

INSIGNEO ADVISORY SERVICES, LLC

· CIK 0001964958
13F Portfolio $1.4B AUM 745 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 102 New 274 Added 270 Reduced 116 Exited
Page 5 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 KURA KURA ONCOLOGY INC Healthcare 10,086 $105K 0.01% SOLD
82 AGRO ADECOAGRO S A Consumer Defensive 12,397 $98K 0.01% SOLD
83 PUT ISHARES BITCOIN TRUST ETF 13,600 $88K 0.01% SOLD
84 BEAT HEARTBEAM INC Healthcare 30,645 $74K 0.01% SOLD
85 BBD BANCO BRADESCO S A Financial Services 15,030 $50K 0.00% SOLD
86 SATL SATELLOGIC INC Technology 19,078 $36K 0.00% SOLD
87 SID COMPANHIA SIDERURGICA NACION Basic Materials 22,260 $36K 0.00% SOLD
88 ABCL ABCELLERA BIOLOGICS INC Healthcare 10,350 $35K 0.00% SOLD
89 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 10,574 $34K 0.00% SOLD
90 NCL CORP LTD 31,000 $31K 0.00% SOLD
91 TYLER TEX INDPT SCH DIST 30,000 $30K 0.00% SOLD
92 COINBASE GLOBAL INC 24,000 $24K 0.00% SOLD
93 INTEGER HLDGS CORP 20,000 $22K 0.00% SOLD
94 WORKIVA INC 22,000 $22K 0.00% SOLD
95 BOX INC 22,000 $21K 0.00% SOLD
96 FIRSTENERGY CORP 21,000 $21K 0.00% SOLD
97 VARONIS SYS INC 23,000 $21K 0.00% SOLD
98 APPLIED OPTOELECTRONICS INC 17,000 $20K 0.00% SOLD
99 NUTANIX INC 15,000 $17K 0.00% SOLD
100 STRIVE INC 22,727 $17K 0.00% SOLD
Page 5 of 6  ·  116 positions
Sector Allocation
Financial Services 31.2%
Technology 28.2%
Communication Services 10.2%
Consumer Cyclical 9.1%
Industrials 7.7%
Healthcare 4.1%
Energy 3.2%
Consumer Defensive 2.9%
Basic Materials 1.5%
Utilities 1.0%