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Portfolio (Quarterly) Guide ↗

Financial Insights, Inc.

· CIK 0001642058
13F Portfolio $298M AUM 128 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 128 New
Page 4 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 3,264.0 $676K 0.23% NEW $206.97 +12.3%
62 MCD MCDONALDS CORP Consumer Cyclical 2,191.0 $670K 0.22% NEW $305.60 -7.0%
63 SFBC SOUND FINL BANCORP INC Financial Services 14,897.0 $650K 0.22% NEW $43.63 -4.0%
64 GOOG ALPHABET INC Communication Services 2,059.0 $646K 0.22% NEW $313.79 +15.6%
65 WMT WALMART INC Consumer Defensive 5,585.0 $622K 0.21% NEW $111.41 +5.5%
66 VYMI VANGUARD WHITEHALL FDS 6,908.0 $622K 0.21% NEW $90.00 +12.5%
67 NFLX NETFLIX INC Communication Services 6,370.0 $597K 0.20% NEW $93.76 -17.7%
68 META META PLATFORMS INC Communication Services 879.0 $580K 0.19% NEW $660.09 -13.2%
69 SPHD INVESCO EXCH TRADED FD TR II 11,650.0 $559K 0.19% NEW $48.00 +4.9%
70 IWP ISHARES TR 4,080.0 $559K 0.19% NEW $136.94 +4.1%
71 IVW ISHARES TR 4,517.0 $557K 0.19% NEW $123.26 +10.9%
72 IJR ISHARES TR 4,594.0 $552K 0.18% NEW $120.18 +18.1%
73 AMD ADVANCED MICRO DEVICES INC Technology 2,399.0 $514K 0.17% NEW $214.16 +143.8%
74 JMHI J P MORGAN EXCHANGE TRADED F 9,934.0 $499K 0.17% NEW $50.25 -0.1%
75 VTV VANGUARD INDEX FDS 2,600.0 $497K 0.17% NEW $190.99 +13.9%
76 DFUS DIMENSIONAL ETF TRUST 6,631.0 $492K 0.17% NEW $74.17 +10.1%
77 GEV GE VERNOVA INC Utilities 733.0 $479K 0.16% NEW $653.57 +61.7%
78 CSCO CISCO SYS INC Technology 6,128.0 $472K 0.16% NEW $77.04 +53.4%
79 TSLA TESLA INC Consumer Cyclical 1,023.0 $460K 0.15% NEW $449.72 -10.9%
80 ABBV ABBVIE INC Healthcare 1,976.0 $451K 0.15% NEW $228.49 -3.2%
Page 4 of 7  ·  128 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 53.9%
Financial Services 23.9%
Consumer Cyclical 7.4%
Consumer Defensive 4.8%
Healthcare 2.7%
Industrials 2.7%
Communication Services 2.3%
Energy 1.4%
Utilities 0.6%
Real Estate 0.4%