Financial Insights, Inc.

CIK

1642058

Location

TACOMA, WA

Portfolio Value

Small $104,332,774

Diversification

Diversified

Filing Date

Global Rank

#5,928 / 8,698 ▲ 207 · as of Mar 2026

Top Industry

Software - Infrastructure 26.0%

3Y Alpha vs SPY

+22.3%

Period ended 5 months ago

Filed May 19, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+190.9%

SPY

+76.6%

Annualised alpha

+21.9%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

53 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.2%

−6.7 pts

Top 5

56.4%

−6.1 pts

Top 10

75.4%

−3.4 pts

HHI

826

Diversified−235

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.8%	$38,441,801	8
Technology	33.9%	$35,398,971	9
Financial Services	9.8%	$10,225,347	5
Consumer Cyclical	5.7%	$5,900,539	6
Consumer Defensive	4.1%	$4,315,772	5
Communication Services	2.8%	$2,870,923	4
Industrials	2.7%	$2,830,071	9
Energy	2.0%	$2,066,350	3
Healthcare	1.9%	$1,981,808	3
Real Estate	0.3%	$301,192	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
PRCS	Parnassus Core Select ETF	+17,119	132,218	$3,305,450
GOOGL	Alphabet Inc.	+3,242	5,301	$1,522,913
QQQ	Invesco Qqq Trust, Series 1	+2,464	27,889	$16,096,973
AMZN	Amazon Com Inc	+2,168	15,630	$3,255,260
CVX	Chevron Corp	+1,725	3,122	$645,941
AAPL	Apple Inc.	+769	49,313	$12,515,146
AVGO	Broadcom Inc.	+179	3,850	$1,191,613
MCD	Mcdonalds Corp	+101	2,292	$712,330
TSLA	Tesla, Inc.	+96	1,119	$415,988
LLY	ELI LILLY & Co	+94	783	$720,179
CSCO	Cisco Systems, Inc.	+92	6,220	$482,609
JNJ	Johnson & Johnson	+84	3,348	$818,385
ABBV	AbbVie Inc.	+62	2,038	$443,244
VIG	Vanguard Dividend Appreciation ETF	+53	22,357	$4,808,096
AMAT	Applied Materials Inc /De	+48	1,455	$497,304
COST	Costco Wholesale Corp /New	+46	2,603	$2,593,707
BA	Boeing Co	+44	1,514	$301,331
GE	General Electric Co	+44	824	$233,826
PG	PROCTER & GAMBLE Co	+11	2,549	$368,177
HD	Home Depot, Inc.	+11	875	$287,778
CAT	Caterpillar Inc	+1	529	$374,775
DE	Deere & Co	+1	432	$243,345
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−2,485	45,626	$16,889,376
VEA	Vanguard FTSE Developed Markets ETF	−1,417	92,757	$5,943,868
NVDA	Nvidia Corp	−1,324	16,462	$2,870,972
VB	Vanguard Morningstar Small-Cap ETF	−786	21,110	$5,529,131
NFLX	Netflix Inc	−700	5,670	$545,170
SBUX	Starbucks Corp	−517	10,827	$969,990
WFC	Wells Fargo & Company/Mn	−223	8,755	$696,985
TT	Trane Technologies plc	−213	697	$290,467
AMD	Advanced Micro Devices Inc	−174	2,225	$452,631
KO	Coca Cola Co	−169	5,832	$443,523
XOM	ExxonMobil Holdings Corp	−130	7,155	$1,213,917
TJX	Tjx Companies Inc /De/	−54	1,623	$259,193
GEV	GE Vernova Inc.	−24	709	$618,886
META	Meta Platforms, Inc.	−23	856	$489,743
JCI	Johnson Controls International plc	−15	1,716	$224,710
JPM	Jpmorgan Chase & Co	−12	2,487	$731,575
WMT	Walmart Inc.	−9	5,576	$692,985
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	15,491	$7,423,287
GLD	Spdr Gold Trust	1,110	$477,621
VZ	Verizon Communications Inc	6,237	$313,097
FANG	Diamondback Energy, Inc.	1,044	$206,492
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	857	$282,904
IQV	Iqvia Holdings Inc.	1,107	$249,528
CRM	Salesforce, Inc.	872	$231,001
LOW	Lowes Companies Inc	833	$200,886
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 tracked positions · $104,332,774 total · filing declares 130 positions · $308,597,196 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	45,626	-2,485	$16,889,376	−27.4%	16.19%
QQQ	Invesco Qqq Trust, Series 1	Added	27,889	+2,464	$16,096,973	+3.1%	15.43%
AAPL	Apple Inc. Technology	Added	49,313	+769	$12,515,146	−5.2%	12.00%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	15,491	NEW	$7,423,287	NEW	7.12%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	92,757	-1,417	$5,943,868	+1.0%	5.70%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	21,110	-786	$5,529,131	−2.1%	5.30%
VIG	Vanguard Dividend Appreciation ETF	Added	22,357	+53	$4,808,096	−1.9%	4.61%
PRCS	Parnassus Core Select ETF	Added	132,218	+17,119	$3,305,450	+6.9%	3.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,630	+2,168	$3,255,260	+4.8%	3.12%
NVDA	Nvidia Corp Technology	Reduced	16,462	-1,324	$2,870,972	−13.4%	2.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,603	+46	$2,593,707	+17.6%	2.49%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	24,238	0	$1,820,273	+2.1%	1.74%
GOOGL	Alphabet Inc. Communication Services	Added	5,301	+3,242	$1,522,913	+135.7%	1.46%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,155	-130	$1,213,917	+38.5%	1.16%
AVGO	Broadcom Inc. Technology	Added	3,850	+179	$1,191,613	−6.2%	1.14%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	10,827	-517	$969,990	+1.5%	0.93%
JNJ	Johnson & Johnson Healthcare	Added	3,348	+84	$818,385	+21.2%	0.78%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,487	-12	$731,575	−9.1%	0.70%
V	Visa Inc. Financial Services	Held	2,390	0	$722,353	−13.8%	0.69%
LLY	ELI LILLY & Co Healthcare	Added	783	+94	$720,179	−2.7%	0.69%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,292	+101	$712,330	+6.4%	0.68%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	8,755	-223	$696,985	−16.7%	0.67%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,576	-9	$692,985	+11.4%	0.66%
SFBC	Sound Financial Bancorp, Inc. Financial Services	Held	14,897	0	$651,147	+0.2%	0.62%
CVX	Chevron Corp Energy	Added	3,122	+1,725	$645,941	+203.4%	0.62%
GEV	GE Vernova Inc. Industrials	Reduced	709	-24	$618,886	+29.2%	0.59%
NFLX	Netflix Inc Communication Services	Reduced	5,670	-700	$545,170	−8.7%	0.52%
AMAT	Applied Materials Inc /De Technology	Added	1,455	+48	$497,304	+37.5%	0.48%
META	Meta Platforms, Inc. Communication Services	Reduced	856	-23	$489,743	−15.6%	0.47%
CSCO	Cisco Systems, Inc. Technology	Added	6,220	+92	$482,609	+2.2%	0.46%
GLD	Spdr Gold Trust	NEW	1,110	NEW	$477,621	NEW	0.46%
SGOL	abrdn Gold ETF Trust	Held	10,318	0	$460,389	+8.6%	0.44%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,225	-174	$452,631	−11.9%	0.43%
KO	Coca Cola Co Consumer Defensive	Reduced	5,832	-169	$443,523	+5.7%	0.43%
ABBV	AbbVie Inc. Healthcare	Added	2,038	+62	$443,244	−1.8%	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,119	+96	$415,988	−9.6%	0.40%
CAT	Caterpillar Inc Industrials	Added	529	+1	$374,775	+23.9%	0.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,549	+11	$368,177	+1.2%	0.35%
VZ	Verizon Communications Inc Communication Services	NEW	6,237	NEW	$313,097	NEW	0.30%
BA	Boeing Co Industrials	Added	1,514	+44	$301,331	−5.6%	0.29%
SBAC	Sba Communications Corp Real Estate	Held	1,750	0	$301,192	−11.0%	0.29%
RTX	RTX Corp Industrials	Held	1,527	0	$294,558	+5.2%	0.28%
TT	Trane Technologies plc Industrials	Reduced	697	-213	$290,467	−18.0%	0.28%
HD	Home Depot, Inc. Consumer Cyclical	Added	875	+11	$287,778	−3.2%	0.28%
IBM	International Business Machines Corp Technology	Held	1,183	0	$286,747	−18.2%	0.27%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,623	-54	$259,193	+0.6%	0.25%
WM	Waste Management Inc Industrials	Held	1,080	0	$248,173	+4.6%	0.24%
DE	Deere & Co Industrials	Added	432	+1	$243,345	+21.3%	0.23%
GE	General Electric Co Industrials	Added	824	+44	$233,826	−2.7%	0.22%
JCI	Johnson Controls International plc Industrials	Reduced	1,716	-15	$224,710	+8.4%	0.22%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.