Institutional Fund
Insigneo Advisory Services, LLC
Miami, FLCIK 19649585 filings on record
Portfolio Value
$1.40B
Q1 2026
Holdings
697
Reported positions
New Buys
84
Opened this quarter
QoQ Change
+0.8%
from $1.39B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc7.0%
- Spdr S&P 500 ETF Tr5.8%
- Nvidia Corporation3.8%
- Amazon Com Inc3.2%
- Microsoft Corp2.8%
- Spdr Gold Tr2.7%
- Other74.7%
Portfolio Holdings
697 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 389.9K | $98.95M | 7.0% | +9.2K | Added |
| 2 | Spdr S&P 500 ETF Tr | 124.5K | $80.94M | 5.8% | +3.9K | Added |
| 3 | Nvidia Corporation | 307.5K | $53.63M | 3.8% | −1.9K | Reduced |
| 4 | Amazon Com Inc | 215.2K | $44.82M | 3.2% | +8.4K | Added |
| 5 | Microsoft Corp | 106.0K | $39.25M | 2.8% | +8.1K | Added |
| 6 | Spdr Gold Tr | 87.4K | $37.59M | 2.7% | +10.9K | Added |
| 7 | Berkshire Hathaway Inc Del | 70.8K | $33.90M | 2.4% | +3.5K | Added |
| 8 | Alphabet Inc | 108.0K | $31.06M | 2.2% | −375 | Reduced |
| 9 | Trane Technologies PLC | 71.6K | $29.83M | 2.1% | +231 | Added |
| 10 | Meta Platforms Inc | 50.7K | $29.01M | 2.1% | +4.2K | Added |
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