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Latest Financial Insights, Inc. Stock Portfolio

$393Million | No. of Holdings #145

Financial Insights, Inc. Performance

2026 Q3+1.95%
YTD-1.51%
2025+12.05%

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

On 2026-10-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Insights, Inc. reported an equity portfolio of $393.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Financial Insights, Inc. are BIL, FNDA, QQQ. The fund has invested 12.7% of it's portfolio in SPDR SERIES TRUST and 8% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off PATHWARD FINANCIAL INC (CASH), DIMENSIONAL ETF TRUST (DFAC) and TRANE TECHNOLOGIES PLC (TT) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), AMPLIFY ETF TR (AMLX) and WALMART INC (WMT). Financial Insights, Inc. opened new stock positions in EXXONMOBIL HOLDINGS CORP, LAM RESEARCH CORP (LRCX) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to MONSTER BEVERAGE CORP NEW (MNST), MICRON TECHNOLOGY INC (MU) and ISHARES TR (AAXJ).
Financial Insights, Inc. Equity Portfolio Value
Last Reported on: 27 Oct, 2026
$393Million
  as of Oct 27, 2026

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

Our best estimate is that Financial Insights, Inc. made a return of 1.95% in the last quarter. In trailing 12 months, it's portfolio return was -0.03%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,309,600
lam research corp657,020
ishares tr431,959
grayscale bitcoin trust etf350,853
nextera energy inc286,400
taiwan semiconductor manufac275,083
realty income corp265,961
select sector spdr tr262,627
New stocks bought by Financial Insights, Inc.

Additions

Ticker% Inc.
monster beverage corp new100
micron technology inc83.27
ishares tr43.48
cohen & steers etf trust43.08
vanguard malvern fds41.21
ishares tr39.95
ishares tr28.54
netflix inc.27.62
Additions to existing portfolio by Financial Insights, Inc.

Reductions

Ticker% Reduced
vaneck etf trust-39.44
amplify etf tr-24.46
walmart inc-23.09
iqvia hldgs inc-19.68
pimco etf tr-13.63
ishares tr-10.78
vanguard index fds-10.53
berkshire hathaway inc del-9.64
Financial Insights, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-3,234,130
dimensional etf trust-1,249,050
spdr series trust-215,706
verizon communications inc-310,047
oracle corp-212,498
nxp semiconductors n v-231,288
chubb limited-232,725
trane technologies plc-334,480
Financial Insights, Inc. got rid off the above stocks

Sector Distribution

Financial Insights, Inc. has about 78.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others78.8
Technology13.1
Healthcare2.5
Consumer Cyclical1.7
Consumer Defensive1.2

Market Cap. Distribution

Financial Insights, Inc. has about 19.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED78.8
MEGA-CAP17.8
LARGE-CAP1.7
MID-CAP1.6

Stocks belong to which Index?

About 21% 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
S&P 50019.3
RUSSELL 20001.7
Top 5 Winners (%)%
HPE
hewlett packard enterprise c
40.7 %
MSFT
microsoft corp
35.7 %
IQV
iqvia hldgs inc
35.3 %
META
meta platforms inc
27.2 %
CVX
chevron corporation
23.2 %
Top 5 Winners ($)$
MSFT
microsoft corp
6.1 M
AAPL
apple inc
2.2 M
BIL
spdr series trust
1.0 M
FNDA
schwab strategic tr
0.8 M
VB
vanguard index fds
0.6 M
Top 5 Losers (%)%
MNST
monster beverage corp new
-49.5 %
GLW
corning inc
-39.6 %
AMAT
applied matls inc
-29.2 %
CAT
caterpillar inc
-23.1 %
IBM
international business machs
-21.8 %
Top 5 Losers ($)$
BIL
spdr series trust
-1.4 M
NETZ
tcw etf trust
-0.4 M
VB
vanguard index fds
-0.4 M
AMAT
applied matls inc
-0.3 M
MNST
monster beverage corp new
-0.3 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 145 stocks in it's portfolio. About 56.7% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Financial Insights, Inc. last quarter.

$393.84MTotal Value
159Positions
27 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Financial Insights, Inc., last reported on 27 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Insights, Inc.'s holding in Ishares Tr over time
0.66%25,529
$2.58M
0.66%
increased 39.95 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Insights, Inc.'s holding in Ishares Tr over time
0.45%12,244
$1.79M
0.45%
decreased 10.78 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Insights, Inc.'s holding in Ishares Tr over time
0.33%43,616
$1.29M
0.33%
decreased 7.43 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Insights, Inc.'s holding in Ishares Tr over time
0.18%4,400
$698.6K
0.18%
increased 28.54 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Insights, Inc.'s holding in Ishares Tr over time
0.11%4,132
$432.0K
0.11%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Insights, Inc.'s holding in Ishares Tr over time
0.1%2,640
$411.0K
0.1%
increased 43.48 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Financial Insights, Inc.'s holding in Alps Etf Tr over time
0.07%5,049
$261.9K
0.07%
increased 0.4 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Financial Insights, Inc.'s holding in Dbx Etf Tr over time
5.75%412,312
$22.66M
5.75%
increased 2.36 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Insights, Inc.'s holding in Ishares Tr over time
0.62%32,226
$2.43M
0.62%
decreased 1.26 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Financial Insights, Inc.'s holding in American Centy Etf Tr over time
5.36%233,652
$21.09M
5.36%
increased 13.23 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Financial Insights, Inc.'s holding in Vaneck Etf Trust over time
0.06%370
$225.3K
0.06%
decreased 39.44 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Financial Insights, Inc.'s holding in Ishares Tr over time
0.09%3,505
$361.2K
0.09%
decreased 1.41 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Financial Insights, Inc.'s holding in Wisdomtree Tr over time
0.65%47,266
$2.55M
0.65%
decreased 2.15 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Financial Insights, Inc.'s holding in Wisdomtree Tr over time
0.06%3,563
$255.3K
0.06%
unchanged 0 percentunchanged