Financial Insights, Inc.

CIK

1642058

Location

TACOMA, WA

Portfolio Value

Micro $81,121,395

Diversification

Diversified

Filing Date

Global Rank

#6,095 / 8,603 ▲ 201 · as of Mar 2026

Top Industry

Software - Infrastructure 26.7%

3Y Alpha vs SPY

-3.3%

Period ended 3 months ago

Filed May 19, 2026 · 51d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.3%

SPY

+76.5%

Annualised alpha

-3.6%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

20.8%

−8.6 pts

Top 5

69.3%

−4.8 pts

Top 10

79.8%

−2.0 pts

HHI

1,206

Diversified−391

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.6%	$35,398,971	9
Unclassified	21.0%	$17,034,983	3
Financial Services	12.6%	$10,225,347	5
Consumer Cyclical	7.3%	$5,900,539	6
Consumer Defensive	5.3%	$4,315,772	5
Industrials	3.5%	$2,830,071	9
Communication Services	2.8%	$2,280,279	4
Healthcare	2.4%	$1,981,808	3
Energy	1.1%	$852,433	2
Real Estate	0.4%	$301,192	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
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
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

14 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−2,485	45,626	$16,889,376
NVDA	Nvidia Corp	−1,324	16,462	$2,870,972
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
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

5 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	15,491	$7,423,287
GOOGL	Alphabet Inc.	3,242	$932,269
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

47 positions · $81,121,395 total · as of Mar 31, 2026

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

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%	20.82%
QQQ	Invesco Qqq Trust, Series 1	Added	27,889	+2,464	$16,096,973	+3.1%	19.84%
AAPL	Apple Inc. Technology	Added	49,313	+769	$12,515,146	−5.2%	15.43%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	15,491	NEW	$7,423,287	NEW	9.15%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,630	+2,168	$3,255,260	+4.8%	4.01%
NVDA	Nvidia Corp Technology	Reduced	16,462	-1,324	$2,870,972	−13.4%	3.54%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,603	+46	$2,593,707	+17.6%	3.20%
AVGO	Broadcom Inc. Technology	Added	3,850	+179	$1,191,613	−6.2%	1.47%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	10,827	-517	$969,990	+1.5%	1.20%
GOOGL	Alphabet Inc. Communication Services	NEW	3,242	NEW	$932,269	NEW	1.15%
JNJ	Johnson & Johnson Healthcare	Added	3,348	+84	$818,385	+21.2%	1.01%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,487	-12	$731,575	−9.1%	0.90%
V	Visa Inc. Financial Services	Held	2,390	0	$722,353	−13.8%	0.89%
LLY	ELI LILLY & Co Healthcare	Added	783	+94	$720,179	−2.7%	0.89%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,292	+101	$712,330	+6.4%	0.88%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	8,755	-223	$696,985	−16.7%	0.86%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,576	-9	$692,985	+11.4%	0.85%
SFBC	Sound Financial Bancorp, Inc. Financial Services	Held	14,897	0	$651,147	+0.2%	0.80%
CVX	Chevron Corp Energy	Added	3,122	+1,725	$645,941	+203.4%	0.80%
GEV	GE Vernova Inc. Industrials	Reduced	709	-24	$618,886	+29.2%	0.76%
NFLX	Netflix Inc Communication Services	Reduced	5,670	-700	$545,170	−8.7%	0.67%
AMAT	Applied Materials Inc /De Technology	Added	1,455	+48	$497,304	+37.5%	0.61%
META	Meta Platforms, Inc. Communication Services	Reduced	856	-23	$489,743	−15.6%	0.60%
CSCO	Cisco Systems, Inc. Technology	Added	6,220	+92	$482,609	+2.2%	0.59%
GLD	Spdr Gold Trust	NEW	1,110	NEW	$477,621	NEW	0.59%
SGOL	abrdn Gold ETF Trust	Held	10,318	0	$460,389	+8.6%	0.57%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,225	-174	$452,631	−11.9%	0.56%
KO	Coca Cola Co Consumer Defensive	Reduced	5,832	-169	$443,523	+5.7%	0.55%
ABBV	AbbVie Inc. Healthcare	Added	2,038	+62	$443,244	−1.8%	0.55%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,119	+96	$415,988	−9.6%	0.51%
CAT	Caterpillar Inc Industrials	Added	529	+1	$374,775	+23.9%	0.46%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,549	+11	$368,177	+1.2%	0.45%
VZ	Verizon Communications Inc Communication Services	NEW	6,237	NEW	$313,097	NEW	0.39%
BA	Boeing Co Industrials	Added	1,514	+44	$301,331	−5.6%	0.37%
SBAC	Sba Communications Corp Real Estate	Held	1,750	0	$301,192	−11.0%	0.37%
RTX	RTX Corp Industrials	Held	1,527	0	$294,558	+5.2%	0.36%
TT	Trane Technologies plc Industrials	Reduced	697	-213	$290,467	−18.0%	0.36%
HD	Home Depot, Inc. Consumer Cyclical	Added	875	+11	$287,778	−3.2%	0.35%
IBM	International Business Machines Corp Technology	Held	1,183	0	$286,747	−18.2%	0.35%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,623	-54	$259,193	+0.6%	0.32%
WM	Waste Management Inc Industrials	Held	1,080	0	$248,173	+4.6%	0.31%
DE	Deere & Co Industrials	Added	432	+1	$243,345	+21.3%	0.30%
GE	General Electric Co Industrials	Added	824	+44	$233,826	−2.7%	0.29%
JCI	Johnson Controls International plc Industrials	Reduced	1,716	-15	$224,710	+8.4%	0.28%
MNST	Monster Beverage Corp Consumer Defensive	Held	3,000	0	$217,380	−5.5%	0.27%
ORCL	Oracle Corp Technology	Held	1,445	0	$212,573	−24.5%	0.26%
FANG	Diamondback Energy, Inc. Energy	NEW	1,044	NEW	$206,492	NEW	0.25%