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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%

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. <br><br> 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. <br><br> 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
$308Million
  as of May 19, 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 del7,423,290
alphabet inc932,270
impax funds series trust i763,774
spdr gold tr477,622
verizon communications inc313,120
vaneck etf trust282,182
american centy etf tr247,121
diamondback energy inc206,493
New stocks bought by Financial Insights, Inc.

Additions

Ticker% Inc.
chevron corporation123
pgim etf tr75.56
pimco etf tr53.28
amplify etf tr27.2
ishares tr21.77
vanguard malvern fds21.59
spdr series trust16.21
amazon com inc16.1
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%
Others79.2
Technology11.5
Healthcare2.5
Consumer Cyclical1.9
Consumer Defensive1.4

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%
UNALLOCATED79.2
MEGA-CAP17.6
SMALL-CAP1.8
LARGE-CAP1.1

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%
Others79.4
S&P 50018.6
RUSSELL 20001.9
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.

$308.60MTotal Value
136Positions
19 May, 2026Last Reported
Current holdings of Current Stock Holdings of Financial Insights, Inc., last reported on 19 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Insights, Inc.'s holding in Ishares Tr over time
0.76%21,991
$2.33M
0.76%
decreased 8.06 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Insights, Inc.'s holding in Ishares Tr over time
0.56%14,151
$1.71M
0.56%
decreased 5.16 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Insights, Inc.'s holding in Ishares Tr over time
0.44%44,766
$1.36M
0.44%
increased 10.9 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Insights, Inc.'s holding in Ishares Tr over time
0.08%1,840
$243.1K
0.08%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Financial Insights, Inc.'s holding in Alps Etf Tr over time
0.09%5,010
$263.7K
0.09%
increased 0.4 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Financial Insights, Inc.'s holding in Dbx Etf Tr over time
6.35%396,701
$19.60M
6.35%
increased 8.15 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Insights, Inc.'s holding in Ishares Tr over time
0.75%33,010
$2.32M
0.75%
decreased 1.35 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Financial Insights, Inc.'s holding in American Centy Etf Tr over time
0.08%2,237
$247.1K
0.08%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Financial Insights, Inc.'s holding in Vaneck Etf Trust over time
0.09%736
$282.2K
0.09%
new position
AGT
Ishares Tr

Ishares Tr

AGT
Financial Insights, Inc.'s holding in Ishares Tr over time
0.12%3,753
$358.9K
0.12%
decreased 0.21 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Financial Insights, Inc.'s holding in Wisdomtree Tr over time
0.84%49,551
$2.60M
0.84%
decreased 1.64 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Financial Insights, Inc.'s holding in Wisdomtree Tr over time
0.08%3,563
$239.5K
0.08%
unchanged 0 percentunchanged