Latest Financial Insights, Inc. Stock Portfolio

Financial Insights, Inc. Performance:

2025 Q4: 1.5%YTD: 12.05%2024: 5.05%

Performance for 2025 Q4 is 1.5%, and YTD is 12.05%, and 2024 is 5.05%.

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

On 2026-04-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Insights, Inc. reported an equity portfolio of $298.4 Millions as of 31 Dec, 2025.

The top stock holdings of Financial Insights, Inc. are BIL, FNDA, MSFT. The fund has invested 13% of it's portfolio in SPDR SERIES TRUST and 8.4% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL, ALPHABET INC (GOOG) and UNION PAC CORP (UNP) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), IQVIA HLDGS INC (IQV) and VANGUARD BD INDEX FDS (BIV). Financial Insights, Inc. opened new stock positions in SPDR SERIES TRUST (BIL), VANGUARD MALVERN FDS (VTIP) and PIMCO ETF TR (BOND). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), AMPLIFY ETF TR (AMLX) and TCW ETF TRUST (NETZ).

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

Our best estimate is that Financial Insights, Inc. made a return of 1.5% in the last quarter. In trailing 12 months, it's portfolio return was 12.05%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr series trust	875,246
vanguard malvern fds	408,073
pimco etf tr	217,741
deere & co	200,727

New stocks bought by Financial Insights, Inc.

Additions

Ticker	% Inc.
ishares tr	407
amplify etf tr	272
ishares tr	140
tcw etf trust	111
j p morgan exchange traded f	111
proshares tr	100
pimco etf tr	83.26
cohen & steers etf trust	53.72

Additions to existing portfolio by Financial Insights, Inc.

Reductions

Ticker	% Reduced
select sector spdr tr	-50.29
iqvia hldgs inc	-31.2
invesco exch traded fd tr ii	-27.4
vanguard bd index fds	-26.46
ishares tr	-26.09
trane technologies plc	-24.29
pgim etf tr	-23.43
tjx cos inc new	-22.72

Financial Insights, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
berkshire hathaway inc del	-8,472,680
invesco exchange traded fd t	-146,200
verizon communications inc	-245,535
chipotle mexican grill inc	-212,919
alphabet inc	-915,272
realty income corp	-206,564
dexcom inc	-219,365
nextera energy inc	-225,199

Financial Insights, Inc. got rid off the above stocks

Sector Distribution

Financial Insights, Inc. has about 76.7% of it's holdings in Others sector.

Sector	%
Others	76.7
Technology	14.6
Healthcare	2.5
Consumer Cyclical	2
Consumer Defensive	1.3
Financial Services	1.1

Market Cap. Distribution

Financial Insights, Inc. has about 21.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	76.7
MEGA-CAP	20
SMALL-CAP	1.7
LARGE-CAP	1.3

Stocks belong to which Index?

About 23.1% of the stocks held by Financial Insights, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	76.9
S&P 500	21.3
RUSSELL 2000	1.8

Top 5 Winners (%)		%
XLB	select sector spdr tr	75.7 %
LLY	eli lilly & co	39.6 %
AMD	advanced micro devices inc	29.7 %
GOOG	alphabet inc	27.3 %
AMAT	applied matls inc	23.8 %

Top 5 Winners ($)		$
BIL	spdr series trust	0.9 M
AAPL	apple inc	0.8 M
XLB	select sector spdr tr	0.8 M
ACSG	dbx etf tr	0.6 M
QQQ	invesco qqq tr	0.4 M

Top 5 Losers (%)		%
EET	proshares tr	-41.9 %
ORCL	oracle corp	-29.9 %
NFLX	netflix inc	-21.7 %
HD	home depot inc	-14.1 %
META	meta platforms inc	-9.7 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.7 M
EET	proshares tr	-0.2 M
NFLX	netflix inc	-0.2 M
COST	costco whsl corp new	-0.2 M
ORCL	oracle corp	-0.1 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 126 stocks in it's portfolio. About 57.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Financial Insights, Inc. last quarter.

Last Reported on: 01 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.42	48,544	13,197,200	added	0.55

AAXJ	ishares tr	0.86	23,920	2,562,070	reduced	-0.78

AAXJ	ishares tr	0.64	14,921	1,922,270	reduced	-2.41

AAXJ	ishares tr	0.42	40,366	1,249,730	reduced	-26.09

AAXJ	ishares tr	0.09	1,840	256,395	unchanged	0.00

ABBV	abbvie inc	0.15	1,976	451,498	reduced	-8.81

ACES	alps etf tr	0.08	4,990	234,630	added	16.32

ACSG	dbx etf tr	5.91	366,799	17,646,700	added	0.39

ACWF	ishares tr	0.78	33,463	2,322,990	reduced	-2.02

AGT	ishares tr	0.12	3,761	357,633	unchanged	0.00

AGZD	wisdomtree tr	0.87	50,379	2,599,550	reduced	-0.82

AGZD	wisdomtree tr	0.08	3,563	238,008	unchanged	0.00

AMAT	applied matls inc	0.12	1,407	361,585	added	12.56

AMD	advanced micro devices inc	0.17	2,399	513,770	reduced	-16.24

AMLX	amplify etf tr	1.06	70,820	3,151,490	added	6.07

AMLX	amplify etf tr	0.51	39,825	1,527,290	added	272

AMLX	amplify etf tr	0.08	3,486	227,636	reduced	-13.86

AMPS	ishares tr	0.10	2,527	307,308	unchanged	0.00

AMZN	amazon com inc	1.04	13,462	3,107,300	added	1.65

AVGO	broadcom inc	0.43	3,671	1,270,530	reduced	-18.6