Insight Advisors, LLC/ PA

Q1 2026 13F-HR Holdings

Location
Newtown, PA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
243
Total value ($000)
$525,471
Net value change ($000)
-135,267 (-20.5%)
New positions
13
Sold out positions
52
Turnover %
12.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ATTR 3,519 4.1%
BOXX 2,692 7.4%
HECA 2,404 300.5%
TROW 1,474 NEW
YELP 1,393 NEW
LQTI 574 27.5%
COST 553 19.7%
AIRR 543 NEW
JEDI 462 NEW
ELM 414 NEW
Top Reduces (Value $000, Stocks/ETFs)
QGRW -15,708 -97.4%
DGRW -14,936 -95.7%
DDWM -8,092 -100.0%
WTV -8,076 -100.0%
AGGY -8,002 -88.7%
SPDW -6,072 -90.7%
JMST -5,865 -78.0%
SCHD -4,843 -84.3%
JPST -4,526 -100.0%
MTGP -4,330 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type