Insigneo Advisory Services, LLC

13F filer · CIK 0001964958

Reported Aug 14, 2026

13F portfolio value$2.67BU.S. long equity reported on 13F

Positions509102 new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight32.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026509 positions
AAPLApple Inc.	$151M	5.65%	0.00%	+33.7%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$127M	4.78%	Not reported	+37.2%	Q4 2022
NVDANvidia Corp	$104M	3.89%	0.00%	+68.7%	Q4 2022
AMZNAmazon Com Inc	$85.9M	3.22%	0.00%	+67.4%	Q4 2022
GOOGLAlphabet Inc.	$77.9M	2.92%	0.00%	+101.7%	Q4 2022
MSFTMicrosoft Corp	$74.8M	2.80%	0.00%	+89.2%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$70.6M	2.65%	Not reported	+92.1%	Q4 2022
METAMeta Platforms, Inc.	$65.2M	2.44%	Not reported	+128.2%	Q4 2022
MUMicron Technology Inc	$61.3M	2.30%	0.00%	+147.2%	Q4 2022
AVGOBroadcom Inc.	$49.4M	1.85%	0.00%	+328.5%	Q4 2022
GLDSPDR Gold Trust	$49.1M	1.84%	0.04%	+52.4%	Q2 2024
BRK.BBerkshire Hathaway Inc	$42.8M	1.60%	Not reported	+20.9%	Q4 2022
AMDAdvanced Micro Devices Inc	$42.6M	1.60%	0.00%	+185.8%	Q4 2022
ASMLAsml Holding NV	$36M	1.35%	0.00%	+494.3%	Q2 2023
TTTrane Technologies plc	$35M	1.31%	0.03%	-0.5%	Q1 2024
JPMJPMorgan Chase & Co	$34.1M	1.28%	0.00%	+194.8%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$33.5M	1.25%	0.00%	+358.0%	Q4 2022
LLYELI LILLY & Co	$31.3M	1.17%	0.00%	+298.5%	Q4 2022
GOOGAlphabet Inc.	$30.9M	1.16%	Not reported	+33.1%	Q4 2022
ABBVAbbVie Inc.	$29.2M	1.09%	0.01%	+646.0%	Q4 2022
BACBank of America Corp	$27.2M	1.02%	0.01%	+415.4%	Q4 2022
CATCaterpillar Inc	$27.2M	1.02%	0.01%	+462.7%	Q4 2022
NFLXNetflix Inc	$25.3M	0.95%	0.01%	+259.4%	Q4 2022
GSGoldman Sachs Group Inc	$24.7M	0.93%	0.01%	+444.6%	Q4 2022
ORCLOracle Corp	$23.6M	0.88%	0.01%	+565.8%	Q4 2022
IBMInternational Business Machines Corp	$23.1M	0.87%	0.01%	+914.3%	Q4 2022
APHAmphenol Corp	$22.9M	0.86%	0.01%	+2092.2%	Q1 2024
DISWalt Disney Co	$22.1M	0.83%	0.01%	+665.6%	Q4 2022
BBarrick Mining Corp	$22M	0.83%	0.04%	+7616.5%	Q4 2025
TSLATesla, Inc.	$21.1M	0.79%	0.00%	+12.3%	Q4 2022
NUENucor Corp	$19.9M	0.74%	0.04%	+6692.2%	Q4 2022
SLViShares Silver Trust	$16.7M	0.63%	0.06%	-22.6%	Q2 2024
SMHMarket Vectors ETF Trust	$15M	0.56%	Not reported	+142.8%	Q4 2022
CPAIChampion Pain Care Corp	$13.7M	0.51%	0.22%	+26.1%	Q4 2025
PANWPalo Alto Networks Inc	$12.9M	0.48%	0.00%	+134.7%	Q4 2022
IBITiShares Bitcoin Trust ETF	$11.8M	0.44%	0.02%	+36.0%	Q2 2024
AMATApplied Materials Inc	$10.9M	0.41%	0.00%	+391.0%	Q4 2022
COSTCostco Wholesale Corp	$10.3M	0.38%	0.00%	+29.5%	Q4 2022
VVisa Inc.	$9.66M	0.36%	0.00%	+17.4%	Q4 2022
PHYSSprott Physical Gold Trust	$9.35M	0.35%	0.07%	+228.6%	Q2 2024
PSLVSprott Physical Silver Trust	$8.49M	0.32%	0.07%	+24.6%	Q2 2024
IAUIshares Gold Trust	$7.7M	0.29%	0.01%	+78.6%	Q2 2024
MAMastercard Inc	$7.57M	0.28%	0.00%	+5.7%	Q4 2022
WMTWalmart Inc.	$7.39M	0.28%	0.00%	+25.0%	Q4 2022
LRCXLam Research Corp	$7.36M	0.28%	0.00%	+203.1%	Q1 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$7.3M	0.27%	Not reported	+9.2%	Q4 2022
AXPAmerican Express Co	$6.97M	0.26%	0.00%	+95.2%	Q4 2022
XOMExxonMobil Holdings Corp	$6.83M	0.26%	0.00%	+4.9%	Q4 2022
PLTRPalantir Technologies Inc.	$6.58M	0.25%	0.00%	+19.3%	Q1 2023
CSCOCisco Systems, Inc.	$6.42M	0.24%	0.00%	+153.0%	Q4 2022

Q1 2026Reported May 12, 2026435 positions
AAPLApple Inc.	$99M	7.03%	0.00%	+2.4%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$80.9M	5.75%	Not reported	+3.3%	Q4 2022
NVDANvidia Corp	$53.6M	3.81%	0.00%	-0.6%	Q4 2022
AMZNAmazon Com Inc	$44.8M	3.18%	0.00%	+4.1%	Q4 2022
MSFTMicrosoft Corp	$39.2M	2.79%	0.00%	+8.3%	Q4 2022
GLDSPDR Gold Trust	$37.6M	2.67%	0.02%	+14.3%	Q2 2024
BRK.BBerkshire Hathaway Inc	$33.9M	2.41%	Not reported	+5.2%	Q4 2022
GOOGLAlphabet Inc.	$31.1M	2.21%	0.00%	-0.4%	Q4 2022
TTTrane Technologies plc	$29.8M	2.12%	0.03%	+0.3%	Q1 2024
METAMeta Platforms, Inc.	$29M	2.06%	Not reported	+8.9%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$28.8M	2.05%	Not reported	-9.4%	Q4 2022
SLViShares Silver Trust	$27.6M	1.96%	0.07%	+11.2%	Q2 2024
GOOGAlphabet Inc.	$18.8M	1.34%	Not reported	+7.2%	Q4 2022
TSLATesla, Inc.	$16.6M	1.18%	0.00%	+15.0%	Q4 2022
JPMJPMorgan Chase & Co	$10.4M	0.74%	0.00%	+1.1%	Q4 2022
IBITiShares Bitcoin Trust ETF	$10M	0.71%	0.02%	+13.5%	Q2 2024
NFLXNetflix Inc	$9.5M	0.67%	0.00%	+11.8%	Q4 2022
AVGOBroadcom Inc.	$9.45M	0.67%	0.00%	-9.3%	Q4 2022
PSLVSprott Physical Silver Trust	$8.8M	0.63%	0.06%	+31.7%	Q2 2024
CPAIChampion Pain Care Corp	$8.75M	0.62%	0.18%	+265.5%	Q4 2025
COSTCostco Wholesale Corp	$8.44M	0.60%	0.00%	-5.1%	Q4 2022
XOMExxonMobil Holdings Corp	$8.08M	0.57%	0.00%	+2.5%	Q4 2022
MUMicron Technology Inc	$7.26M	0.52%	0.00%	+11.7%	Q4 2022
VVisa Inc.	$7.25M	0.51%	0.00%	+2.9%	Q4 2022
MAMastercard Inc	$6.97M	0.49%	0.00%	+3.8%	Q4 2022
PLTRPalantir Technologies Inc.	$6.91M	0.49%	0.00%	+5.1%	Q1 2023
WMTWalmart Inc.	$6.49M	0.46%	0.00%	+6.1%	Q4 2022
LLYELI LILLY & Co	$6.02M	0.43%	0.00%	-1.6%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$5.93M	0.42%	Not reported	+5.1%	Q4 2022
BRK.ABerkshire Hathaway Inc	$5.75M	0.41%	Not reported	Not reported	Q4 2022
HONHoneywell International Inc	$5.45M	0.39%	0.00%	+10.9%	Q4 2022
JNJJohnson & Johnson	$5.35M	0.38%	0.00%	+3.2%	Q4 2022
AMDAdvanced Micro Devices Inc	$5.22M	0.37%	0.00%	-7.8%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.17M	0.37%	0.00%	-4.1%	Q4 2022
IAUIshares Gold Trust	$5.04M	0.36%	0.01%	+9.5%	Q2 2024
ALLEAllegion plc	$4.8M	0.34%	0.04%	+1.0%	Q1 2024
BACBank of America Corp	$4.51M	0.32%	0.00%	+8.3%	Q4 2022
CVXChevron Corp	$4.46M	0.32%	0.00%	-4.9%	Q4 2022
BABoeing Co	$4.29M	0.30%	0.00%	+20.3%	Q4 2022
MPCMarathon Petroleum Corp	$4.16M	0.30%	0.01%	+0.2%	Q4 2022
BXBlackstone Inc.	$4.05M	0.29%	0.00%	+6.8%	Q4 2022
ASMLAsml Holding NV	$4.02M	0.29%	0.00%	+0.3%	Q2 2023
GSGoldman Sachs Group Inc	$3.8M	0.27%	0.00%	+9.9%	Q4 2022
SMHMarket Vectors ETF Trust	$3.61M	0.26%	Not reported	+8.1%	Q4 2022
KOCoca Cola Co	$3.56M	0.25%	0.00%	+15.2%	Q4 2022
ORCLOracle Corp	$3.55M	0.25%	0.00%	-4.5%	Q4 2022
MELIMercadolibre Inc	$3.41M	0.24%	0.00%	+25.1%	Q4 2022
ABBVAbbVie Inc.	$3.38M	0.24%	0.00%	-6.0%	Q4 2022
RTXRTX Corp	$3.38M	0.24%	0.00%	+13.7%	Q4 2022
PHYSSprott Physical Gold Trust	$3.34M	0.24%	0.02%	+3.9%	Q2 2024

Q4 2025Reported Feb 12, 2026447 positions
AAPLApple Inc.	$103M	7.42%	0.00%	-7.7%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$82.2M	5.90%	Not reported	-1.9%	Q4 2022
NVDANvidia Corp	$57.7M	4.14%	0.00%	-25.9%	Q4 2022
AMZNAmazon Com Inc	$47.7M	3.42%	0.00%	-7.9%	Q4 2022
MSFTMicrosoft Corp	$47.3M	3.40%	0.00%	+2.5%	Q4 2022
GOOGLAlphabet Inc.	$33.9M	2.43%	0.00%	+1.5%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$33.9M	2.43%	Not reported	-8.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$33.8M	2.43%	Not reported	-4.3%	Q4 2022
METAMeta Platforms, Inc.	$30.7M	2.20%	Not reported	+4.4%	Q4 2022
GLDSPDR Gold Trust	$30.3M	2.17%	0.02%	-12.2%	Q2 2024
TTTrane Technologies plc	$27.8M	1.99%	0.03%	0.0%	Q1 2024
SLViShares Silver Trust	$23.4M	1.68%	0.07%	-14.7%	Q2 2024
GOOGAlphabet Inc.	$19.2M	1.38%	Not reported	-5.4%	Q4 2022
TSLATesla, Inc.	$17.5M	1.25%	0.00%	-31.0%	Q4 2022
AVGOBroadcom Inc.	$11.7M	0.84%	0.00%	+9.7%	Q4 2022
IBITiShares Bitcoin Trust ETF	$11.4M	0.82%	0.02%	-13.5%	Q2 2024
JPMJPMorgan Chase & Co	$11.3M	0.81%	0.00%	+3.4%	Q4 2022
NFLXNetflix Inc	$8.29M	0.59%	0.00%	-1.6%	Q4 2022
VVisa Inc.	$8.17M	0.59%	0.00%	-4.8%	Q4 2022
PLTRPalantir Technologies Inc.	$7.99M	0.57%	0.00%	-0.3%	Q1 2023
COSTCostco Wholesale Corp	$7.7M	0.55%	0.00%	+8.5%	Q4 2022
MAMastercard Inc	$7.67M	0.55%	0.00%	+2.3%	Q4 2022
LLYELI LILLY & Co	$7.15M	0.51%	0.00%	+8.2%	Q4 2022
PSLVSprott Physical Silver Trust	$6.48M	0.47%	0.04%	+63.3%	Q2 2024
BRK.ABerkshire Hathaway Inc	$6.04M	0.43%	Not reported	Not reported	Q4 2022
AMDAdvanced Micro Devices Inc	$5.96M	0.43%	0.00%	+1.5%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$5.85M	0.42%	Not reported	-4.3%	Q4 2022
XOMExxonMobil Holdings Corp	$5.59M	0.40%	0.00%	-8.2%	Q4 2022
MUMicron Technology Inc	$5.49M	0.39%	0.00%	+0.3%	Q4 2022
WMTWalmart Inc.	$5.48M	0.39%	0.00%	-11.0%	Q4 2022
ALLEAllegion plc	$5.21M	0.37%	0.04%	-0.2%	Q1 2024
BXBlackstone Inc.	$5.08M	0.36%	0.00%	+1.5%	Q4 2022
ORCLOracle Corp	$4.93M	0.35%	0.00%	-2.1%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.85M	0.35%	0.00%	+9.1%	Q4 2022
BACBank of America Corp	$4.7M	0.34%	0.00%	-1.8%	Q4 2022
JNJJohnson & Johnson	$4.39M	0.31%	0.00%	+5.8%	Q4 2022
HONHoneywell International Inc	$4.24M	0.30%	0.00%	+0.6%	Q4 2022
IAUIshares Gold Trust	$4.23M	0.30%	0.01%	+6.8%	Q2 2024
DISWalt Disney Co	$4.09M	0.29%	0.00%	-8.7%	Q4 2022
BABoeing Co	$3.89M	0.28%	0.00%	+30.5%	Q4 2022
SHOPShopify Inc.	$3.79M	0.27%	0.01%	+4.8%	Q3 2023
ABBVAbbVie Inc.	$3.78M	0.27%	0.00%	+1.2%	Q4 2022
AXPAmerican Express Co	$3.61M	0.26%	0.00%	-1.5%	Q4 2022
GSGoldman Sachs Group Inc	$3.59M	0.26%	0.00%	-18.4%	Q4 2022
CVXChevron Corp	$3.46M	0.25%	0.00%	-3.5%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$3.3M	0.24%	0.00%	+5.0%	Q4 2022
ASMLAsml Holding NV	$3.25M	0.23%	0.00%	-12.1%	Q2 2023
PCNPimco Corporate & Income Strategy Fund	$3.2M	0.23%	Not reported	Not reported	Q2 2024
MELIMercadolibre Inc	$3.18M	0.23%	0.00%	-46.6%	Q4 2022
ETHAiShares Ethereum Trust ETF	$3.17M	0.23%	0.03%	-2.9%	Q3 2024

Q3 2025Reported Nov 12, 2025458 positions
AAPLApple Inc.	$105M	7.37%	0.00%	+8.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$81.8M	5.75%	Not reported	+51.9%	Q4 2022
NVDANvidia Corp	$77.9M	5.47%	0.00%	+19.6%	Q4 2022
MSFTMicrosoft Corp	$49.4M	3.47%	0.00%	+6.3%	Q4 2022
AMZNAmazon Com Inc	$49.3M	3.46%	0.00%	+6.8%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$36.2M	2.54%	Not reported	+46.7%	Q4 2022
BRK.BBerkshire Hathaway Inc	$35.4M	2.48%	Not reported	+7.1%	Q4 2022
METAMeta Platforms, Inc.	$32.8M	2.30%	Not reported	+10.0%	Q4 2022
GLDSPDR Gold Trust	$31M	2.17%	0.03%	+15.1%	Q2 2024
TTTrane Technologies plc	$30.1M	2.11%	0.03%	0.0%	Q1 2024
GOOGLAlphabet Inc.	$26M	1.82%	0.00%	-12.2%	Q4 2022
TSLATesla, Inc.	$25.1M	1.76%	0.00%	+13.6%	Q4 2022
SLViShares Silver Trust	$18M	1.27%	0.08%	+9.2%	Q2 2024
IBITiShares Bitcoin Trust ETF	$17.3M	1.21%	0.02%	+75.3%	Q2 2024
GOOGAlphabet Inc.	$15.8M	1.11%	Not reported	+10.5%	Q4 2022
MSCIMSCI Inc.	$12M	0.84%	0.03%	-0.1%	Q3 2023
NFLXNetflix Inc	$10.8M	0.76%	0.00%	+9.8%	Q4 2022
JPMJPMorgan Chase & Co	$10.7M	0.75%	0.00%	-0.7%	Q4 2022
AVGOBroadcom Inc.	$10.1M	0.71%	0.00%	+11.7%	Q4 2022
VVisa Inc.	$8.35M	0.59%	0.00%	-2.3%	Q4 2022
PLTRPalantir Technologies Inc.	$8.23M	0.58%	0.00%	+14.6%	Q1 2023
COSTCostco Wholesale Corp	$7.62M	0.53%	0.00%	+55.5%	Q4 2022
MAMastercard Inc	$7.47M	0.52%	0.00%	+5.1%	Q4 2022
ORCLOracle Corp	$7.26M	0.51%	0.00%	+24.7%	Q4 2022
MELIMercadolibre Inc	$6.9M	0.48%	0.01%	+35.7%	Q4 2022
BRK.ABerkshire Hathaway Inc	$6.03M	0.42%	Not reported	-11.1%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$5.9M	0.41%	Not reported	+10.2%	Q4 2022
ALLEAllegion plc	$5.81M	0.41%	0.04%	+0.1%	Q1 2024
XOMExxonMobil Holdings Corp	$5.71M	0.40%	0.00%	+4.6%	Q4 2022
WMTWalmart Inc.	$5.7M	0.40%	0.00%	+0.4%	Q4 2022
YPFYpf Sociedad Anonima	$5.61M	0.39%	0.06%	+79.6%	Q1 2023
BXBlackstone Inc.	$5.55M	0.39%	0.00%	-0.4%	Q4 2022
BABAAlibaba Group Holding Ltd	$4.7M	0.33%	0.00%	-8.6%	Q4 2022
LLYELI LILLY & Co	$4.69M	0.33%	0.00%	+3.7%	Q4 2022
ETHAiShares Ethereum Trust ETF	$4.58M	0.32%	0.04%	+48.5%	Q3 2024
HONHoneywell International Inc	$4.55M	0.32%	0.00%	-3.9%	Q4 2022
DISWalt Disney Co	$4.5M	0.32%	0.00%	-3.6%	Q4 2022
BACBank of America Corp	$4.49M	0.32%	0.00%	-1.0%	Q4 2022
AMDAdvanced Micro Devices Inc	$4.44M	0.31%	0.00%	+23.4%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.09M	0.29%	0.00%	+3.8%	Q4 2022
GSGoldman Sachs Group Inc	$3.99M	0.28%	0.00%	+22.1%	Q4 2022
ABBVAbbVie Inc.	$3.79M	0.27%	0.00%	-0.3%	Q4 2022
JNJJohnson & Johnson	$3.72M	0.26%	0.00%	-5.2%	Q4 2022
CVXChevron Corp	$3.65M	0.26%	0.00%	+4.2%	Q4 2022
UBERUber Technologies, Inc	$3.62M	0.25%	0.00%	+21.0%	Q1 2023
IAUIshares Gold Trust	$3.55M	0.25%	0.01%	+32.3%	Q2 2024
HDHome Depot, Inc.	$3.45M	0.24%	0.00%	+1.1%	Q4 2022
PCNPimco Corporate & Income Strategy Fund	$3.35M	0.24%	Not reported	Not reported	Q2 2024
ASMLAsml Holding NV	$3.35M	0.24%	0.00%	+10.8%	Q2 2023
SHOPShopify Inc.	$3.34M	0.23%	0.01%	-22.5%	Q3 2023

Premium opens every quarter this fund has filed