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Livermore
Livermore
ZHEN

Insigneo Advisory Services, LLC

SEC CIK
0001964958
Latest filing
Aug 14, 2026

The latest 13F from Insigneo Advisory Services, LLC covers Q2 2026 (filed Aug 14, 2026): 875 long positions worth $2.66B. The top 10 holdings make up 32.6% of the portfolio, and the largest is Apple Inc. (AAPL) at 5.7%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
195
Est. +$143.2M
Added
419
Est. +$1.01B
Reduced
153
Est. −$26.2M
Sold out
56
Est. −$16.9M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    5.7%$150.9MHistory
  2. SPYSPDR S&P 500 ETF Trust
    4.8%$127.5MHistory
  3. NVDANVIDIA Corp
    3.9%$103.8MHistory
  4. AMZNAmazon Com Inc
    3.2%$85.9MHistory
  5. GOOGLAlphabet Inc.
    2.9%$77.9MHistory

Share of portfolio

Top 5 holdings and the other 870 positions, by share of portfolio value

  1. AAPL5.7%
  2. SPY4.8%
  3. NVDA3.9%
  4. AMZN3.2%
  5. GOOGL2.9%
  6. Other 870 positions79.5%

Biggest buys

New and added positions, by estimated amount bought

  1. NVDANVIDIA Corp
    +$42.3MAddedHistory
  2. GOOGLAlphabet Inc.
    +$39.3MAddedHistory
  3. AAPLApple Inc.
    +$38.1MAddedHistory
  4. AVGOBroadcom Inc.
    +$37.9MAddedHistory
  5. METAMeta Platforms, Inc.
    +$36.6MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +1.78 pp0.5% → 2.3%History
  2. AMDAdvanced Micro Devices Inc
    +1.23 pp0.4% → 1.6%History
  3. AVGOBroadcom Inc.
    +1.18 pp0.7% → 1.9%History
  4. ASMLASML Holding NV
    +1.07 pp0.3% → 1.4%History
  5. TSMTaiwan Semiconductor Manufacturing Co Ltd
    +0.89 pp0.4% → 1.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$5.45MSold outHistory
  2. SLViShares Silver Trust
    −$4.88MReducedHistory
  3. Direxion Shs ETF Tr25459W458
    −$2.15MReduced
  4. Amplify ETF Tr032108409
    −$2.07MReduced
  5. CCLCarnival Corp Ltd.
    −$1.39MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SLViShares Silver Trust
    −1.33 pp2.0% → 0.6%History
  2. TTTrane Technologies plc
    −0.81 pp2.1% → 1.3%History
  3. HONHoneywell International Inc
    −0.39 pp0.4% → 0.0%History
  4. iShares Core U.S. Aggregate Bond ETF464287226
    −0.32 pp0.7% → 0.3%
  5. Amplify ETF Tr032108409
    −0.16 pp0.2% → <0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.66B
+$1.26B (+89.7%) vs. prior quarter
Positions
875
+139 vs. prior quarter
Top 10 concentration
32.6%
Top 10 as share of value
Turnover
2.1%
Q2 2026, one quarter
Average holding period
12.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.66B (Q2 2026)

Q4 2022: $264.1MQ1 2023: $314.0MQ2 2023: $521.7MQ3 2023: $491.3MQ4 2023: $710.1MQ1 2024: $841.7MQ2 2024: $888.4MQ3 2024: $991.7MQ4 2024: $968.3MQ1 2025: $969.3MQ2 2025: $1.16BQ3 2025: $1.42BQ4 2025: $1.39BQ1 2026: $1.40BQ2 2026: $2.66B
Q4 2022Q2 2026
13F filings of Insigneo Advisory Services, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026875$2.66BAAPLSPYNVDAvs. Q1 2026SEC
Q1 2026May 12, 2026736$1.40BAAPLSPYNVDAvs. Q4 2025SEC
Q4 2025Feb 12, 2026756$1.39BAAPLSPYNVDAvs. Q3 2025SEC
Q3 2025Nov 12, 2025745$1.42BAAPLSPYNVDAvs. Q2 2025SEC
Q2 2025Aug 12, 2025678$1.16BAAPLNVDASPYvs. Q1 2025SEC
Q1 2025Apr 18, 2025634$969.3MAAPLSPYAMZNvs. Q4 2024SEC
Q4 2024Feb 13, 2025626$968.3MAAPLSPYAMZNvs. Q3 2024SEC
Q3 2024Nov 15, 2024636$991.7MAAPLAMZNMSFTvs. Q2 2024SEC
Q2 2024Aug 14, 2024589$888.4MAAPLMSFTAMZNvs. Q1 2024SEC
Q1 2024May 15, 2024485$841.7MAAPLSPYAMZNvs. Q4 2023SEC
Q4 2023Feb 14, 2024436$710.1MAAPLSPYMSFTvs. Q3 2023SEC
Q3 2023Nov 14, 2023388$491.3MAAPLSPYMSFTvs. Q2 2023SEC
Q2 2023Aug 14, 2023339$521.7MAAPLSPYAMZNvs. Q1 2023SEC
Q1 2023May 11, 2023281$314.0MAAPLSPYAMZNvs. Q4 2022SEC
Q4 2022Feb 13, 2023252$264.1MAAPLSPYMSFT–SEC