INSIGNEO ADVISORY SERVICES, LLC
SEC Form 13F institutional filer · CIK 0001964958
13F-HR · 260 reported holdings · 2026-03-31
Insigneo Advisory Services, LLC is a registered investment advisor.
Reported long-US-equity value
$0.97B
Top-10 concentration
49.0%
INSIGNEO ADVISORY SERVICES, LLC — $971M AUM allocation strategy
INSIGNEO ADVISORY SERVICES, LLC files SEC Form 13F and reports $971M of long US equity value across 260 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.7%, followed by Communication Services 9.1% and Financials 7.8%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
INSIGNEO ADVISORY SERVICES, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$971M
total across 260 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CCL +47.1K sh · +$1.19M+$IVV +28.3K sh · +$275K+$BLK +25.9K sh · +$541K
Biggest trims (shares)
−$T −43K sh · −$728K−$IVZ −33.3K sh · +$2.43M−$XLE −25.8K sh · −$154K
Exited to nil (held last quarter, gone now)
$OXY ($688K last qtr)$VLTO ($436K last qtr)$CDNS ($402K last qtr)$GEHC ($402K last qtr)$STE ($402K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals10.2%—
- Interactive Media & Services8.1%—
- Semiconductors6.5%—
- Broadline Retail4.6%—
- Systems Software4.1%—
- Multi-Sector Holdings3.5%—
- Asset Management & Custody Banks3.2%—
- Building Products3.1%—
- Other holdings56.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 390K | $99M | +9.25K | 10.2% |
| $NVDA | NVIDIA Corporation | 307K | $53.6M | -1.92K | 5.5% |
| $AMZN | Amazon.com Inc | 215K | $44.8M | +8.4K | 4.6% |
| $MSFT | Microsoft Corporation | 106K | $39.2M | +8.14K | 4.0% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 70.8K | $33.9M | +3.47K | 3.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 108K | $31.1M | -375 | 3.2% |
| $TT | Trane Technologies plc | 71.6K | $29.8M | +231 | 3.1% |
| $META | Meta Platforms Inc | 50.7K | $29M | +4.16K | 3.0% |
…and 252 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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