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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 3 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LGLV SPDR SERIES TRUST 6,951.0 $1.2M 0.40% -89.0 -1.3% $178.10 +1.7%
42 CSPF COHEN & STEERS ETF TRUST 47,977.0 $1.2M 0.40% +6K +13.5% $25.64 +2.0%
43 IVV ISHARES TR 1,875.0 $1.2M 0.40% -418.0 -18.2% $653.21 +15.1%
44 XOM EXXON MOBIL CORP Energy 7,155.0 $1.2M 0.39% -130.0 -1.8% $169.67 -16.9%
45 AVGO BROADCOM INC Technology 3,850.0 $1.2M 0.39% +179.0 +4.9% $309.51 +21.7%
46 XLI SELECT SECTOR SPDR TR 7,148.0 $1.2M 0.38% +175.0 +2.5% $161.73 +11.2%
47 DFAS DIMENSIONAL ETF TRUST 15,979.0 $1.1M 0.37% $71.13 +12.9%
48 SPYV SPDR SERIES TRUST 17,818.0 $1.0M 0.33% +1K +6.9% $56.58 +8.9%
49 PSK SPDR SERIES TRUST 32,095.0 $990K 0.32% +4K +16.2% $30.84 -0.2%
50 IJH ISHARES TR 14,573.0 $984K 0.32% -550.0 -3.6% $67.53 +12.4%
51 SBUX STARBUCKS CORP Consumer Cyclical 10,827.0 $970K 0.31% -517.0 -4.6% $89.59 +13.5%
52 VOO VANGUARD INDEX FDS 1,612.0 $963K 0.31% +161.0 +11.1% $597.55 +15.5%
53 GOOGL ALPHABET INC Communication Services 3,242.0 $932K 0.30% NEW $287.56 +29.8%
54 VGT VANGUARD WORLD FD 1,213.0 $846K 0.27% $697.72 -83.1%
55 JNJ JOHNSON & JOHNSON Healthcare 3,348.0 $818K 0.27% +84.0 +2.6% $244.44 -3.8%
56 PYLD PIMCO ETF TR 30,607.0 $802K 0.26% +957.0 +3.2% $26.20 +1.2%
57 SPYD SPDR SERIES TRUST 16,990.0 $773K 0.25% -100.0 -0.6% $45.52 +6.6%
58 BLDX IMPAX FUNDS SERIES TRUST I 29,782.0 $764K 0.25% NEW $25.65 +3.0%
59 JPM JPMORGAN CHASE & CO Financial Services 2,487.0 $732K 0.24% $294.16 +12.6%
60 V VISA INC Financial Services 2,390.0 $722K 0.23% $302.24 +7.1%
Page 3 of 7  ·  130 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%