Insigneo Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Clough Hedged Equity ETF
CBLS
|
+$5.22M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.41M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.83M |
| 4 |
Counterpoint Quantitative Equity ETF
CPAI
|
+$2.27M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.26M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$20.1M |
| 2 |
MSCI
MSCI
|
+$11.5M |
| 3 |
Apple
AAPL
|
+$8.49M |
| 4 |
Tesla
TSLA
|
+$7.75M |
| 5 |
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
|
+$5.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.57% |
| 2 | Financials | 8.74% |
| 3 | Communication Services | 7.69% |
| 4 | Consumer Discretionary | 6.76% |
| 5 | Industrials | 5.22% |
Similar funds
Insigneo Advisory Services's Q4 2025 Portfolio in Review
As of Q4 2025, Insigneo Advisory Services held 853 positions worth $1.39B, down 2.1% from $1.42B the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Insigneo Advisory Services withdrew a net $63.6M in Q4 2025, closing 94 positions and reducing 305 holdings. Its most notable exit was iShares Floating Rate Bond ETF, an estimated $3.69M position sold in full.
By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Financials and Communication Services.
Against the trend, Insigneo Advisory Services opened a new position in Clough Hedged Equity ETF worth $5.1M.
- Insigneo Advisory Services's largest Q4 2025 buy was Clough Hedged Equity ETF: 185,371 shares worth $5.1M.
- Insigneo Advisory Services added most to iShares MSCI USA Quality Factor ETF in Q4 2025, an estimated $3.41M increase.
- Insigneo Advisory Services's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $20.1M.
- Insigneo Advisory Services fully exited iShares Floating Rate Bond ETF in Q4 2025, selling an estimated $3.69M.
- Insigneo Advisory Services's ten largest holdings make up 36% of its $1.39B portfolio in Q4 2025.
- Insigneo Advisory Services opened 102 new positions and closed 94 in Q4 2025.
- Insigneo Advisory Services's portfolio value fell 2.1% quarter-over-quarter to $1.39B.
Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.