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Portfolio (Quarterly) Guide ↗

Financial Insights, Inc.

· CIK 0001642058
13F Portfolio $309M AUM 130 positions Filed May 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 46 Added 38 Reduced 6 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLI SELECT SECTOR SPDR TR 7,148.0 $1.2M 0.38% +175.0 +2.5% $161.73 +11.2%
22 SPYV SPDR SERIES TRUST 17,818.0 $1.0M 0.33% +1K +6.9% $56.58 +8.9%
23 PSK SPDR SERIES TRUST 32,095.0 $990K 0.32% +4K +16.2% $30.84 -0.2%
24 VOO VANGUARD INDEX FDS 1,612.0 $963K 0.31% +161.0 +11.1% $597.55 +15.4%
25 JNJ JOHNSON & JOHNSON Healthcare 3,348.0 $818K 0.27% +84.0 +2.6% $244.44 -3.8%
26 PYLD PIMCO ETF TR 30,607.0 $802K 0.26% +957.0 +3.2% $26.20 +1.2%
27 LLY ELI LILLY & CO Healthcare 783.0 $720K 0.23% +94.0 +13.6% $919.77 +22.0%
28 MCD MCDONALDS CORP Consumer Cyclical 2,292.0 $712K 0.23% +101.0 +4.6% $310.79 -7.4%
29 IJR ISHARES TR 5,594.0 $695K 0.23% +1K +21.8% $124.31 +14.7%
30 VYMI VANGUARD WHITEHALL FDS 7,008.0 $660K 0.21% +100.0 +1.4% $94.24 +7.7%
31 CVX CHEVRON CORPORATION Energy 3,122.0 $646K 0.21% +2K +123.5% $206.90 -12.9%
32 SPHD INVESCO EXCH TRADED FD TR II 12,350.0 $613K 0.20% +700.0 +6.0% $49.61 +2.9%
33 PJIO PGIM ETF TR 10,344.0 $573K 0.19% +4K +75.6% $55.35 +22.8%
34 AMAT APPLIED MATLS INC Technology 1,455.0 $497K 0.16% +48.0 +3.4% $341.79 +66.3%
35 VPLS VANGUARD MALVERN FDS 6,352.0 $493K 0.16% +1K +21.6% $77.59 -0.0%
36 CSCO CISCO SYS INC Technology 6,220.0 $483K 0.16% +92.0 +1.5% $77.58 +54.1%
37 ABBV ABBVIE INC Healthcare 2,038.0 $443K 0.14% +62.0 +3.1% $217.53 +2.3%
38 TSLA TESLA INC Consumer Cyclical 1,119.0 $416K 0.14% +96.0 +9.4% $371.75 +8.9%
39 EFA ISHARES TR 4,158.0 $404K 0.13% +103.0 +2.5% $97.13 +7.4%
40 VHT VANGUARD WORLD FD 1,417.0 $386K 0.12% +35.0 +2.5% $272.33 +4.7%
Page 2 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.9%
Financial Services 26.3%
Consumer Cyclical 7.8%
Consumer Defensive 5.7%
Communication Services 3.8%
Industrials 2.9%
Energy 2.7%
Healthcare 2.6%
Utilities 0.8%
Real Estate 0.4%