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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 15,491.0 $7.4M 2.40% NEW $479.20
2 GOOGL ALPHABET INC Communication Services 3,242.0 $932K 0.30% NEW $287.56 +29.8%
3 BLDX IMPAX FUNDS SERIES TRUST I 29,782.0 $764K 0.25% NEW $25.65 +3.0%
4 GLD SPDR GOLD TR Financial Services 1,110.0 $478K 0.15% NEW $430.29 -7.6%
5 VZ VERIZON COMMUNICATIONS INC Communication Services 6,237.0 $313K 0.10% NEW $50.20 -6.2%
6 SMH VANECK ETF TRUST 736.0 $282K 0.09% NEW $383.40 +60.7%
7 AVUV AMERICAN CENTY ETF TR 2,237.0 $247K 0.08% NEW $110.47 +10.8%
8 FANG DIAMONDBACK ENERGY INC Energy 1,044.0 $206K 0.07% NEW $197.79 -4.9%

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%