Insigneo-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SE",
  "ARES",
  "FLEX",
  "MPWR",
  "GLOB",
  "GDX",
  null,
  null,
  "NLY",
  "ITUB",
  "AAL",
  "BEP",
  null,
  "HUM",
  null,
  null,
  "AAXJ",
  null,
  "ONON",
  "SNOW",
  "MU",
  "NVG",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "APD",
  "BABA",
  "SBCF",
  "JEF",
  null,
  "VONG",
  null,
  "ALL",
  null,
  "GOOGL",
  "AXP",
  null,
  "GDXJ",
  "NMZ",
  null,
  null,
  "ASML",
  "T",
  "BLK",
  "AWP",
  "NRGV",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BMA",
  "SAN",
  "BBDC",
  "BIDU",
  "BITF",
  null,
  "BSX",
  null,
  "HTZ",
  null,
  "CSQ",
  null,
  null,
  null,
  "DBEF",
  "CCI",
  "COF",
  "CMI",
  "JMIA",
  null,
  "DUK",
  "EVT",
  "D",
  "NNDM",
  "GHY",
  null,
  "PTY",
  "PAGP",
  "PDI",
  null,
  "RC",
  "EQNR",
  "TPIC",
  "EXPE",
  null,
  null,
  "AGRO",
  "BMEZ",
  "FCX",
  "FRA",
  null,
  null,
  "GD",
  null,
  "GILD",
  null,
  null,
  null,
  null,
  "HLT",
  null,
  null,
  "BCAT",
  "HON",
  "HD",
  "CEPU",
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  "RPM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "GGN",
  "QCOM",
  null,
  null,
  null,
  null,
  "ISRG",
  "HUBS",
  null,
  null,
  "GOF",
  "HWM",
  "LEN",
  "GSIE",
  "AMAT",
  "INVZ",
  "EMR",
  null,
  null,
  null,
  "ICE",
  null,
  "MUB",
  "META",
  null,
  "LOMA",
  "MHLD",
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "PAM",
  null,
  null,
  "IJH",
  null,
  null,
  "RANI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TGS",
  null,
  null,
  null,
  null,
  null,
  "RNP",
  null,
  "OXLC",
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  "LIN",
  "PCN",
  null,
  null,
  null,
  "EXG",
  "MAV",
  null,
  "MPC",
  null,
  "MMC",
  "PWR",
  null,
  "MRVL",
  null,
  "MA",
  null,
  "MDT",
  "MSFT",
  null,
  "MDLZ",
  "MS",
  "TMUS",
  "EQIX",
  "FIS",
  "SUPV",
  "GE",
  "GPC",
  "HOLX",
  "NVS",
  "NU",
  "OXY",
  null,
  null,
  null,
  "EMD",
  "ORLY",
  "ICLR",
  "AER",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  null,
  null,
  "DOC",
  null,
  "REG",
  "FPAY",
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "VGSH",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "PBR",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "LPLA",
  "AMGN",
  "KVUE",
  "MSTR",
  null,
  "REGN",
  "ROK",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "SRE",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  "SPLG",
  null,
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "AGNC",
  "SOUN",
  "RCL",
  "VOE",
  "SCHW",
  "ALC",
  "TCPC",
  null,
  null,
  "VWO",
  "ETV",
  "BCH",
  null,
  null,
  null,
  null,
  "PRF",
  null,
  "AMTB",
  "DSL",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  null,
  "LYG",
  null,
  "TTE",
  null,
  null,
  "ACP",
  null,
  "RVPH",
  null,
  "SNY",
  "IEF",
  null,
  "TSM",
  null,
  null,
  "BN.TO",
  "VTR",
  null,
  "DD",
  "VRTX",
  "EA",
  "TT",
  null,
  "GGAL",
  "SAIA",
  "ADSK",
  "AON",
  "GM",
  "APTV",
  "STWD",
  null,
  "TOL",
  "AFL",
  "AXON",
  "AMD",
  "SONY",
  "ALLE",
  "EL",
  "SDY",
  "FI",
  "DOV",
  "WSO",
  "F",
  "EQR",
  "DEO",
  "WM",
  "FTNT",
  "IWR",
  "IR",
  "CAH",
  "VLRS",
  "FHI",
  null,
  null,
  null,
  null,
  null,
  "RACE",
  "NVO",
  "DHI",
  "AMZN",
  null,
  "NIO",
  null,
  "CHY",
  null,
  null,
  "IVE",
  "LCID",
  null,
  "DOX",
  null,
  null,
  "CEF",
  "HDB",
  "ABEV",
  null,
  "RGA",
  null,
  "ACM",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VGK",
  null,
  null,
  "VALE",
  "MGK",
  null,
  "VXUS",
  "VTWO",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "V",
  "VIST",
  "VICI",
  "WMT",
  "WFC",
  "WPM",
  "WMB",
  null,
  null,
  null,
  null,
  "WPC",
  null,
  "WDAY",
  "YPF",
  "HPP",
  null,
  "AEM",
  "SCHD",
  "ET",
  "SCHG",
  null,
  "MSCI",
  "NSC",
  "JCI",
  "NXPI",
  "MFC",
  "IEP",
  null,
  "SO",
  null,
  "TTD",
  "CRM",
  "SHG",
  "TDY",
  "DIA",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HBI",
  "IUSV",
  null,
  "GEV",
  "MELI",
  "MCK",
  "HESM",
  null,
  "SPYV",
  null,
  "GWW",
  null,
  null,
  null,
  "FDX",
  null,
  null,
  "BAC",
  "BBVA",
  "BBD",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BHP",
  null,
  "BA",
  null,
  "MHD",
  "OWL",
  "BOC",
  "BMY",
  "BDN",
  "BXP",
  "CCJ",
  "CDNS",
  "CDW",
  "CGAU",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  null,
  "C",
  "KO",
  null,
  "COIN",
  "CMCSA",
  "CTSH",
  "CAG",
  "COP",
  "STZ",
  "COTY",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DDOG",
  "DE",
  "DAL",
  "DOCU",
  "RSP",
  "EWJ",
  null,
  "EFA",
  "J",
  "ADI",
  "TTEK",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 634
Total Value: 969312324
Accession Number: 0001964958-25-000002
Form Type: 13F-HR
CIK: insigneo-advisory-services
Manager Name: Insigneo-Advisory-Services

Data Enrichment

67% identified

426 identified208 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

634 positions • $969.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 23 of 32

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85208P303

Shares:8.3K

Value:$269.6K

% of Portfolio:0.0% ($269.6K/$969.3M)

BANK OF CHILE

BCH|059520106

Shares:10.2K

Value:$269.4K

% of Portfolio:0.0% ($269.4K/$969.3M)

46435U853

Shares:7.3K

Value:$268.9K

% of Portfolio:0.0% ($268.9K/$969.3M)

808524300

SCHG|808524300

Shares:10.7K

Value:$268.2K

% of Portfolio:0.0% ($268.2K/$969.3M)

464286533

Shares:4.5K

Value:$265.4K

% of Portfolio:0.0% ($265.4K/$969.3M)

Globant S.A.

GLOB|L44385109

Shares:2.3K

Value:$264.9K

% of Portfolio:0.0% ($264.9K/$969.3M)

Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:9.2K

Value:$261.7K

% of Portfolio:0.0% ($261.7K/$969.3M)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:411

Value:$260.7K

% of Portfolio:0.0% ($260.7K/$969.3M)

Expedia Group, Inc.

EXPE|30212P303

Shares:1.6K

Value:$260.6K

% of Portfolio:0.0% ($260.6K/$969.3M)

45782C508

Shares:6.3K

Value:$260.5K

% of Portfolio:0.0% ($260.5K/$969.3M)

464288414

MUB|464288414

Shares:2.5K

Value:$259.4K

% of Portfolio:0.0% ($259.4K/$969.3M)

46138G508

Shares:12.5K

Value:$258.8K

% of Portfolio:0.0% ($258.8K/$969.3M)

46432F339

QUAL|46432F339

Shares:1.5K

Value:$255.7K

% of Portfolio:0.0% ($255.7K/$969.3M)

ONEOK INC /NEW/

OKE|682680103

Shares:2.6K

Value:$254.4K

% of Portfolio:0.0% ($254.4K/$969.3M)

38149W614

Shares:5.5K

Value:$254.1K

% of Portfolio:0.0% ($254.1K/$969.3M)

TETRA TECH INC

TTEK|88162G103

Shares:8.7K

Value:$254.1K

% of Portfolio:0.0% ($254.1K/$969.3M)

14020Y805

Shares:10.1K

Value:$253.7K

% of Portfolio:0.0% ($253.7K/$969.3M)

HUBSPOT INC

HUBS|443573100

Shares:442

Value:$252.4K

% of Portfolio:0.0% ($252.4K/$969.3M)

74933W452

Shares:5.0K

Value:$251.9K

% of Portfolio:0.0% ($251.9K/$969.3M)

Datadog, Inc.

DDOG|23804L103

Shares:2.5K

Value:$251.0K

% of Portfolio:0.0% ($251.0K/$969.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip85208P303)✕	8.3K	QoQ 0.00% (-0) YoY +3.06% (-247)	All Managers (Combined)	$269.6K	0.0% ($269.6K/$969.3M)	QoQ -19.52% (-$65.4K) YoY -32.17% (-$127.9K)
BANK OF CHILE(BCHcusip059520106)	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$269.4K	0.0% ($269.4K/$969.3M)	QoQ NEW(+$269.4K) YoY NEW(+$269.4K)
(cusip46435U853)✕	7.3K	QoQ 0.00% (+0) YoY NEW(+7.3K)	All Managers (Combined)	$268.9K	0.0% ($268.9K/$969.3M)	QoQ +0.05% (+$146) YoY NEW(+$268.9K)
(SCHGcusip808524300)	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$268.2K	0.0% ($268.2K/$969.3M)	QoQ NEW(+$268.2K) YoY NEW(+$268.2K)
(cusip464286533)✕	4.5K	QoQ -25.53% (-1.6K) YoY -43.04% (-3.4K)	All Managers (Combined)	$265.4K	0.0% ($265.4K/$969.3M)	QoQ -25.08% (-$88.9K) YoY -41.28% (-$186.7K)
Globant S.A.(GLOBcusipL44385109)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$264.9K	0.0% ($264.9K/$969.3M)	QoQ NEW(+$264.9K) YoY NEW(+$264.9K)
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$261.7K	0.0% ($261.7K/$969.3M)	QoQ NEW(+$261.7K) YoY NEW(+$261.7K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	411	QoQ -2.14% (-9) YoY -56.82% (-541)	All Managers (Combined)	$260.7K	0.0% ($260.7K/$969.3M)	QoQ -12.76% (-$38.1K) YoY -71.55% (-$655.6K)
Expedia Group, Inc.(EXPEcusip30212P303)	1.6K	QoQ -2.14% (-34) YoY NEW(+1.6K)	All Managers (Combined)	$260.6K	0.0% ($260.6K/$969.3M)	QoQ -11.72% (-$34.6K) YoY NEW(+$260.6K)
(cusip45782C508)✕	6.3K	QoQ -0.07% (-5) YoY NEW(+6.3K)	All Managers (Combined)	$260.5K	0.0% ($260.5K/$969.3M)	QoQ -1.92% (-$5.1K) YoY NEW(+$260.5K)
(MUBcusip464288414)	2.5K	QoQ +4.68% (+110) YoY NEW(+2.5K)	All Managers (Combined)	$259.4K	0.0% ($259.4K/$969.3M)	QoQ +3.58% (+$9.0K) YoY NEW(+$259.4K)
(cusip46138G508)✕	12.5K	QoQ NEW(+12.5K) YoY NEW(+12.5K)	All Managers (Combined)	$258.8K	0.0% ($258.8K/$969.3M)	QoQ NEW(+$258.8K) YoY NEW(+$258.8K)
(QUALcusip46432F339)	1.5K	QoQ -15.81% (-281) YoY -16.65% (-299)	All Managers (Combined)	$255.7K	0.0% ($255.7K/$969.3M)	QoQ -19.20% (-$60.8K) YoY -13.34% (-$39.4K)
ONEOK INC /NEW/(OKEcusip682680103)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$254.4K	0.0% ($254.4K/$969.3M)	QoQ NEW(+$254.4K) YoY NEW(+$254.4K)
(cusip38149W614)✕	5.5K	QoQ -33.75% (-2.8K) YoY -13.86% (-877)	All Managers (Combined)	$254.1K	0.0% ($254.1K/$969.3M)	QoQ -39.75% (-$167.6K) YoY -19.10% (-$60.0K)
TETRA TECH INC(TTEKcusip88162G103)	8.7K	QoQ +36.70% (+2.3K) YoY +524.44% (-7.3K)	All Managers (Combined)	$254.1K	0.0% ($254.1K/$969.3M)	QoQ +0.36% (+$923) YoY -1.11% (-$2.9K)
(cusip14020Y805)✕	10.1K	QoQ 0.00% (-0) YoY NEW(+10.1K)	All Managers (Combined)	$253.7K	0.0% ($253.7K/$969.3M)	QoQ -0.86% (-$2.2K) YoY NEW(+$253.7K)
HUBSPOT INC(HUBScusip443573100)	442	QoQ +32.73% (+109) YoY +7.54% (-31)	All Managers (Combined)	$252.4K	0.0% ($252.4K/$969.3M)	QoQ +8.77% (+$20.4K) YoY -1.99% (-$5.1K)
(cusip74933W452)✕	5.0K	QoQ +0.69% (+35) YoY NEW(+5.0K)	All Managers (Combined)	$251.9K	0.0% ($251.9K/$969.3M)	QoQ +1.00% (+$2.5K) YoY NEW(+$251.9K)
Datadog, Inc.(DDOGcusip23804L103)	2.5K	QoQ +8.67% (-202) YoY -41.38% (-1.8K)	All Managers (Combined)	$251.0K	0.0% ($251.0K/$969.3M)	QoQ -24.53% (-$81.6K) YoY -52.94% (-$282.4K)