Insight Advisors, LLC/ PA reported 116 positions worth $190.14M for the quarter ended Sep 30, 2026, up 0.3% on the prior quarter. It opened 13 new positions, added to 20, trimmed 69 and exited 10. Its largest holding is Nvidia Corp at 13.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| KVUE Kenvue Inc. | +56.8K | – | $1.00M | 0.527% |
| GEV GE Vernova Inc. | +323 | – | $307.02K | 0.161% |
| PYPL PayPal Holdings, Inc. | +5,280 | – | $277.35K | 0.146% |
| CBRS Cerebras Systems Inc. | +1,350 | – | $239.83K | 0.126% |
| ACN Accenture plc | +1,216 | – | $222.98K | 0.117% |
| MSTR Strategy Inc | +1,420 | – | $217.39K | 0.114% |
| TMO Thermo Fisher Scientific Inc. | +320 | – | $216.39K | 0.114% |
| GPN Global Payments Inc | +2,641 | – | $215.69K | 0.113% |
| OKLO Oklo Inc. | +5,754 | – | $213.01K | 0.112% |
| BABA Alibaba Group Holding Ltd | +1,946 | – | $209.27K | 0.11% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | -2,012 | -11.0% | $1.23M | 5.22% |
| AAPL Apple Inc. | -3,130 | -4.2% | $1.04M | 12.54% |
| NVDA Nvidia Corp | -3,146 | -2.7% | $718.48K | 13.64% |
| RS Reliance, Inc. | -1,920 | -100.0% | $717.31K | Exited |
| AMZN Amazon Com Inc | -2,389 | -5.7% | $595.22K | 5.23% |
| MSFT Microsoft Corp | -1,113 | -7.1% | $570.88K | 3.94% |
| GOOG Alphabet Inc. | -1,471 | -9.8% | $501.24K | 2.43% |
| NBIS Nebius Group N.V. | -1,237 | -100.0% | $341.62K | Exited |
| JNJ Johnson & Johnson | -1,155 | -12.2% | $305.80K | 1.16% |
| UNH Unitedhealth Group Inc | -616 | -100.0% | $256.50K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| KVUE Kenvue Inc. | +56.8K | $1.00M | 0.527% |
| GEV GE Vernova Inc. | +323 | $307.02K | 0.161% |
| PYPL PayPal Holdings, Inc. | +5,280 | $277.35K | 0.146% |
| CBRS Cerebras Systems Inc. | +1,350 | $239.83K | 0.126% |
| ACN Accenture plc | +1,216 | $222.98K | 0.117% |
| MSTR Strategy Inc | +1,420 | $217.39K | 0.114% |
| TMO Thermo Fisher Scientific Inc. | +320 | $216.39K | 0.114% |
| GPN Global Payments Inc | +2,641 | $215.69K | 0.113% |
| OKLO Oklo Inc. | +5,754 | $213.01K | 0.112% |
| BABA Alibaba Group Holding Ltd | +1,946 | $209.27K | 0.11% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| RS Reliance, Inc. | -1,920 | $717.31K | 0.378% |
| NBIS Nebius Group N.V. | -1,237 | $341.62K | 0.18% |
| UNH Unitedhealth Group Inc | -616 | $256.50K | 0.135% |
| KLAC Kla Corp | -809 | $244.15K | 0.129% |
| GLXY Galaxy Digital Inc. | -8,382 | $229.16K | 0.121% |
| AMKR Amkor Technology, Inc. | -2,480 | $213.85K | 0.113% |
| LIN Linde Plc | -407 | $211.21K | 0.111% |
| DIS Walt Disney Co | -2,110 | $203.16K | 0.107% |
| REAL TheRealReal, Inc. | -11.0K | $129.69K | 0.068% |
| ENVX Enovix Corp | -16.4K | $99.41K | 0.052% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 113.6K | $25.93M | 13.64% | -3,146 | -2.7% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 71.6K | $23.84M | 12.54% | -3,130 | -4.2% | Reduced | 0% |
| 3 | AVGO Broadcom Inc. | Technology | 29.7K | $10.44M | 5.49% | -531 | -1.8% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 39.9K | $9.94M | 5.23% | -2,389 | -5.7% | Reduced | 0% |
| 5 | AMD Advanced Micro Devices Inc | Technology | 16.2K | $9.93M | 5.22% | -2,012 | -11.0% | Reduced | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 24.4K | $8.40M | 4.42% | -422 | -1.7% | Reduced | 0% |
| 7 | MSFT Microsoft Corp | Technology | 14.6K | $7.49M | 3.94% | -1,113 | -7.1% | Reduced | 0% |
| 8 | INTC Intel Corp | Technology | 56.1K | $6.75M | 3.55% | -15 | 0.0% | Reduced | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 13.5K | $4.62M | 2.43% | -1,471 | -9.8% | Reduced | 0% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 7,772 | $3.87M | 2.04% | -53 | -0.7% | Reduced | 0% |
| 11 | PANW Palo Alto Networks Inc | Technology | 9,312 | $3.70M | 1.95% | -128 | -1.4% | Reduced | 0% |
| 12 | GLD Spdr Gold Trust | Financial Services | 9,610 | $3.66M | 1.92% | -262 | -2.7% | Reduced | 0% |
| 13 | MU Micron Technology Inc | Technology | 2,837 | $3.02M | 1.59% | -228 | -7.4% | Reduced | 0% |
| 14 | COST Costco Wholesale Corp | Consumer Staples | 3,164 | $2.88M | 1.51% | -5 | -0.2% | Reduced | 0% |
| 15 | MRK Merck & Co., Inc. | Healthcare | 19.6K | $2.85M | 1.5% | +20 | +0.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Insight Advisors.
As of its Q3 2026 13F filing, Insight Advisors, LLC/ PA’s five largest positions were Nvidia Corp (NVDA) at 13.6%, Apple Inc. (AAPL) at 12.5%, Broadcom Inc. (AVGO) at 5.5%, Amazon Com Inc (AMZN) at 5.2%, Advanced Micro Devices Inc (AMD) at 5.2% of the reported portfolio.
Insight Advisors, LLC/ PA reported a 13F portfolio worth $190.14M across 116 positions for Q3 2026. That is up 0.3% from the previous quarter.
Its largest purchases by value were Kenvue Inc. ($1.00M), GE Vernova Inc. ($307.02K), PayPal Holdings, Inc. ($277.35K). It opened 13 new positions.
Its largest sales by value were Advanced Micro Devices Inc ($1.23M), Apple Inc. ($1.04M), Nvidia Corp ($718.48K). It exited 10 positions entirely.
From the Form 13F-HR reports Insight Advisors, LLC/ PA files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.