Latest Financial Insights, Inc. Stock Portfolio

$308Million– No. of Holdings #128

Financial Insights, Inc. Performance:

2026 Q1: -2.41%YTD: -2.41%2025: 12.05%

Performance for 2026 Q1 is -2.41%, and YTD is -2.41%, and 2025 is 12.05%.

About Financial Insights, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Insights, Inc. reported an equity portfolio of $308.6 Millions as of 31 Mar, 2026.

The top stock holdings of Financial Insights, Inc. are BIL, FNDA, ACSG. The fund has invested 13.3% of it's portfolio in SPDR SERIES TRUST and 9.4% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), VANGUARD BD INDEX FDS (BIV) and IQVIA HLDGS INC (IQV) stocks. They significantly reduced their stock positions in TRANE TECHNOLOGIES PLC (TT), ISHARES TR (IJR) and NETFLIX INC. (NFLX). Financial Insights, Inc. opened new stock positions in BERKSHIRE HATHAWAY INC DEL, ALPHABET INC (GOOG) and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to CHEVRON CORPORATION (CVX), PGIM ETF TR (PAB) and PIMCO ETF TR (BOND).

Financial Insights, Inc. Equity Portfolio Value

Last Reported on: 19 May, 2026

Financial Insights, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Financial Insights, Inc. made a return of -2.41% in the last quarter. In trailing 12 months, it's portfolio return was 13.11%.

Performance
S&P 500

New Buys

Ticker	$ Bought
berkshire hathaway inc del	7,423,290
alphabet inc	932,270
impax funds series trust i	763,774
spdr gold tr	477,622
verizon communications inc	313,120
vaneck etf trust	282,182
american centy etf tr	247,121
diamondback energy inc	206,493

New stocks bought by Financial Insights, Inc.

Additions

Ticker	% Inc.
chevron corporation	123
pgim etf tr	75.56
pimco etf tr	53.28
amplify etf tr	27.2
ishares tr	21.77
vanguard malvern fds	21.59
spdr series trust	16.21
amazon com inc	16.1

Additions to existing portfolio by Financial Insights, Inc.

Reductions

Ticker	% Reduced
trane technologies plc	-23.41
ishares tr	-21.94
ishares tr	-18.23
netflix inc.	-10.99
vanguard index fds	-8.2
ishares tr	-8.06
nvidia corporation	-7.44
advanced micro devices inc	-7.25

Financial Insights, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard bd index fds	-274,652
proshares tr	-207,673
iqvia hldgs inc	-249,529
salesforce inc	-231,002
unitedhealth group inc	-282,904
lowes cos inc	-200,886

Financial Insights, Inc. got rid off the above stocks

Sector Distribution

Financial Insights, Inc. has about 79.2% of it's holdings in Others sector.

Others
Technology
Healthcare
Consumer Cyclical
Consumer Defensive

Sector	%
Others	79.2
Technology	11.5
Healthcare	2.5
Consumer Cyclical	1.9
Consumer Defensive	1.4

Market Cap. Distribution

Financial Insights, Inc. has about 18.7% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
MEGA-CAP
SMALL-CAP
LARGE-CAP

Category	%
UNALLOCATED	79.2
MEGA-CAP	17.6
SMALL-CAP	1.8
LARGE-CAP	1.1

Stocks belong to which Index?

About 20.5% of the stocks held by Financial Insights, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500
RUSSELL 2000

Index	%
Others	79.4
S&P 500	18.6
RUSSELL 2000	1.9

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.6 %
	ge vernova inc	33.0 %
AMAT	applied matls inc	32.3 %
CAT	caterpillar inc	23.6 %
CVX	chevron corporation	23.6 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	3.0 M
ACSG	dbx etf tr	0.5 M
XOM	exxon mobil corp	0.4 M
BIL	spdr series trust	0.4 M
COST	costco wholesale corporation	0.3 M

Top 5 Losers (%)		%
ORCL	oracle corp	-24.5 %
MSFT	microsoft corp	-22.9 %
EET	proshares tr	-20.6 %
IBM	international business machs	-18.2 %
TSLA	tesla inc	-16.7 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-5.3 M
BIL	spdr series trust	-1.9 M
VB	vanguard index fds	-1.5 M
QQQ	invesco qqq tr	-1.0 M
AAPL	apple inc	-0.9 M

Financial Insights, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Financial Insights, Inc.

Financial Insights, Inc. has 128 stocks in it's portfolio. About 56.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Financial Insights, Inc. last quarter.

Last Reported on: 19 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.06	49,313	12,515,200	added	1.58

AAXJ	ishares tr	0.76	21,991	2,334,340	reduced	-8.06

AAXJ	ishares tr	0.56	14,151	1,714,960	reduced	-5.16

AAXJ	ishares tr	0.44	44,766	1,357,300	added	10.9

AAXJ	ishares tr	0.08	1,840	243,064	unchanged	0.00

ABBV	abbvie inc	0.14	2,038	443,322	added	3.14

ACES	alps etf tr	0.09	5,010	263,714	added	0.4

ACSG	dbx etf tr	6.35	396,701	19,597,000	added	8.15

ACWF	ishares tr	0.75	33,010	2,316,630	reduced	-1.35

AEMB	american centy etf tr	0.08	2,237	247,121	new

AFK	vaneck etf trust	0.09	736	282,182	new

AGT	ishares tr	0.12	3,753	358,862	reduced	-0.21

AGZD	wisdomtree tr	0.84	49,551	2,603,410	reduced	-1.64

AGZD	wisdomtree tr	0.08	3,563	239,505	unchanged	0.00

AMAT	applied matls inc	0.16	1,455	497,304	added	3.41

AMD	advanced micro devices inc	0.15	2,225	452,632	reduced	-7.25

AMLX	amplify etf tr	1.09	74,920	3,360,160	added	5.79

AMLX	amplify etf tr	0.66	50,659	2,050,170	added	27.2

AMLX	amplify etf tr	0.07	3,466	229,025	reduced	-0.57

AMPS	ishares tr	0.11	2,527	342,964	unchanged	0.00