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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UNH	UNITEDHEALTH GROUP INC	Healthcare	857	$283K	0.10%	SOLD
2	BND	VANGUARD BD INDEX FDS	—	3,708	$275K	0.09%	SOLD
3	—	IQVIA HLDGS INC	—	1,107	$250K	0.08%	SOLD
4	CRM	SALESFORCE INC	Technology	872	$231K	0.08%	SOLD
5	UPRO	PROSHARES TR	—	1,794	$208K	0.07%	SOLD
6	LOW	LOWES COS INC	Consumer Cyclical	833	$201K	0.07%	SOLD

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%