Top 50 Insigneo Advisory Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.05% | 389.9K | $99.0M | +2.43%(+9.25K) | $163.60(+82.28%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.76% | 124.5K | $80.9M | +3.26%(+3.93K) | $525.52(+42.37%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.82% | 307.5K | $53.6M | -0.62%(-1.92K) | $77.05(+205.95%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.19% | 215.2K | $44.8M | +4.06%(+8.40K) | $133.66(+99.92%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.79% | 106.0K | $39.2M | +8.32%(+8.14K) | $327.06(+25.19%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.68% | 87.4K | $37.6M | +14.30%(+10.93K) | $260.87(+63.76%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.41% | 70.8K | $33.9M | +5.16%(+3.47K) | $374.65(+29.20%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.21% | 108.0K | $31.1M | -0.35%(-375) | $120.44(+233.00%) | 2026-03-31 | |
| TT | TRANE TECHNOLOGIES PLC | 2.12% | 71.6K | $29.8M | +0.32%(+231) | $272.73(+76.61%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.07% | 50.7K | $29.0M | +8.93%(+4.16K) | $373.65(+65.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +31.89% | +129.42% |
| Top 20 Holdings Unweighted | +32.41% | +132.14% |
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