Data as of Q4 2025 (Dec 31, 2025)

Insight Advisors, LLC/ PA

โ€ขCIK: 1844880โ€ขFiling: Q4 2025

**Insight Advisors, LLC/ PA** manages $660M across a diversified portfolio of 282 positions. The fund exhibits significant concentration in technology and growth names, with top holdings including ATTR at $85.6M and CAOS at $83.0M. Further notable allocations include BOXX ($36.6M) and NVDA ($24.0M), indicating a focus on high-conviction, sector-specific opportunities. This structure suggests an active, research-driven approach targeting outsized returns within key market segments.

Total AUM
$658.8M
+ $748.0K in options
QoQ Performance
+0.9%
Positions
164
+ 1 option
Top 10 Concentration
51.5%
Latest Filing
Q4 2025

Top Holdings Allocation

ATTR
CAOS
BOXX
ATTR13.0%
CAOS12.6%
BOXX5.5%
NVDA3.6%
SPY3.5%
AAPL3.4%
QGRW2.4%
DGRW2.4%

๐Ÿ“ˆ Biggest Buys

ATTR
EA SERIES TRUST
NEW
13.0% of portfolio
DDWM
WISDOMTREE TR
NEW
1.2% of portfolio
NFLX
NETFLIX INC
+792.6%
0.3% of portfolio
SPYM
SPDR SERIES TRUST
+33.8%
0.5% of portfolio
IJH
ISHARES TR
+24.7%
0.6% of portfolio

๐Ÿ“‰ Biggest Sells

CAOS
EA SERIES TRUST
-51.8%
12.6% of portfolio
HEDJ
WISDOMTREE TR
-86.2%
0.1% of portfolio
GOOG
ALPHABET INC
-15.2%
0.8% of portfolio
NVDA
NVIDIA CORPORATION
-3.5%
3.6% of portfolio
AAPL
APPLE INC
-2.1%
3.4% of portfolio

Sector Breakdown

Other72.4%
Technology14.3%
ETF5.5%
Consumer3.2%
Financial2.1%
Healthcare1.1%
Industrial0.5%
Communication0.4%

๐Ÿšช Exited Positionssold since Q3 2025

DXJ
WISDOMTREE TR
SOLD
$4.4M
CWH
CAMPING WORLD HLDGS INC
SOLD
$1.1M
GNOM
GLOBAL X FDS
SOLD
$579.1K
CLX
CLOROX CO DEL
SOLD
$419.4K
ENVX
ENOVIX CORPORATION
SOLD
$418.8K
+87 more exited positions

Changes from Q3 2025

NEW7 new positions
โ†‘85 increased
โ†“98 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023