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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 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYD SPDR SERIES TRUST 16,990.0 $773K 0.25% -100.0 -0.6% $45.52 +6.6%
22 IWF ISHARES TR 1,649.0 $703K 0.23% -17.0 -1.0% $426.40 -71.1%
23 WFC WELLS FARGO & CO Financial Services 8,755.0 $697K 0.23% -223.0 -2.5% $79.61 +4.4%
24 IWD ISHARES TR 3,078.0 $658K 0.21% -213.0 -6.5% $213.67 +13.7%
25 GEV GE VERNOVA INC Utilities 709.0 $619K 0.20% -24.0 -3.3% $872.90 +12.5%
26 NFLX NETFLIX INC. Communication Services 5,670.0 $545K 0.18% -700.0 -11.0% $96.15 -18.1%
27 IWP ISHARES TR 3,922.0 $502K 0.16% -158.0 -3.9% $128.12 +10.9%
28 VTV VANGUARD INDEX FDS 2,505.0 $491K 0.16% -95.0 -3.6% $196.20 +11.1%
29 META META PLATFORMS INC Communication Services 856.0 $490K 0.16% -23.0 -2.6% $572.13 +4.9%
30 JMHI J P MORGAN EXCHANGE TRADED F 9,309.0 $464K 0.15% -625.0 -6.3% $49.83 +0.8%
31 AMD ADVANCED MICRO DEVICES INC Technology 2,225.0 $453K 0.15% -174.0 -7.2% $203.43 +149.4%
32 KO COCA COLA CO Consumer Defensive 5,832.0 $444K 0.14% -169.0 -2.8% $76.05 +5.6%
33 IVW ISHARES TR 3,526.0 $399K 0.13% -991.0 -21.9% $113.11 +21.3%
34 TT TRANE TECHNOLOGIES PLC Industrials 697.0 $290K 0.09% -213.0 -23.4% $416.74 +14.1%
35 EMNT PIMCO ETF TR 2,715.0 $269K 0.09% -101.0 -3.6% $98.92 -0.1%
36 TJX TJX COS INC NEW Consumer Cyclical 1,623.0 $259K 0.08% -54.0 -3.2% $159.70 +4.1%
37 ETHO AMPLIFY ETF TR 3,466.0 $229K 0.07% -20.0 -0.6% $66.08 +18.8%
38 JCI JOHNSON CONTROLS INTERNATION Industrials 1,716.0 $225K 0.07% -15.0 -0.9% $130.95 +10.9%
Page 2 of 2  ·  38 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%