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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 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO Healthcare 783.0 $720K 0.23% +94.0 +13.6% $919.77 +20.9%
62 MCD MCDONALDS CORP Consumer Cyclical 2,292.0 $712K 0.23% +101.0 +4.6% $310.79 -8.7%
63 IWF ISHARES TR 1,649.0 $703K 0.23% -17.0 -1.0% $426.40 -71.5%
64 WFC WELLS FARGO & CO Financial Services 8,755.0 $697K 0.23% -223.0 -2.5% $79.61 +6.8%
65 IJR ISHARES TR 5,594.0 $695K 0.23% +1K +21.8% $124.31 +13.2%
66 WMT WALMART INC Consumer Defensive 5,576.0 $693K 0.23% $124.28 -2.6%
67 VYMI VANGUARD WHITEHALL FDS 7,008.0 $660K 0.21% +100.0 +1.4% $94.24 +6.6%
68 IWD ISHARES TR 3,078.0 $658K 0.21% -213.0 -6.5% $213.67 +12.5%
69 SFBC SOUND FINL BANCORP INC Financial Services 14,897.0 $651K 0.21% $43.71 -2.8%
70 CVX CHEVRON CORPORATION Energy 3,122.0 $646K 0.21% +2K +123.5% $206.90 -14.2%
71 GEV GE VERNOVA INC Utilities 709.0 $619K 0.20% -24.0 -3.3% $872.90 +20.2%
72 SPHD INVESCO EXCH TRADED FD TR II 12,350.0 $613K 0.20% +700.0 +6.0% $49.61 +1.1%
73 GOOG ALPHABET INC Communication Services 2,059.0 $591K 0.19% $286.93 +26.2%
74 PJIO PGIM ETF TR 10,344.0 $573K 0.19% +4K +75.6% $55.35 +24.4%
75 NFLX NETFLIX INC. Communication Services 5,670.0 $545K 0.18% -700.0 -11.0% $96.15 -20.0%
76 IWP ISHARES TR 3,922.0 $502K 0.16% -158.0 -3.9% $128.12 +9.7%
77 AMAT APPLIED MATLS INC Technology 1,455.0 $497K 0.16% +48.0 +3.4% $341.79 +73.5%
78 VPLS VANGUARD MALVERN FDS 6,352.0 $493K 0.16% +1K +21.6% $77.59 -0.3%
79 VTV VANGUARD INDEX FDS 2,505.0 $491K 0.16% -95.0 -3.6% $196.20 +10.1%
80 META META PLATFORMS INC Communication Services 856.0 $490K 0.16% -23.0 -2.6% $572.13 -0.8%
Page 4 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%