Financial Insights, Inc.
Top Portfolio Positions
48 positions ·
$82,335,312 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
45,626 | $16,889,376 | 20.51% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
27,889 | $16,096,973 | 19.55% | |
| AAPL |
Apple Inc.
Technology
|
49,313 | $12,515,146 | 15.20% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
15,491 | $7,423,287 | 9.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,630 | $3,255,260 | 3.95% | |
| NVDA |
Nvidia Corp
Technology
|
16,462 | $2,870,972 | 3.49% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,603 | $2,593,707 | 3.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
7,155 | $1,213,917 | 1.47% | |
| AVGO |
Broadcom Inc.
Technology
|
3,850 | $1,191,613 | 1.45% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
10,827 | $969,990 | 1.18% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SFBC
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $651,147 | 14,897 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $649,956 | 14,897 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $686,155 | 14,897 | Shares | Sole | 2026-04-01 | |
| 2025-06-30 | $685,262 | 14,897 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $747,084 | 14,897 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $784,327 | 14,897 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $946,789 | 17,697 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $769,571 | 17,897 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $728,228 | 17,897 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $697,983 | 17,897 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $212,281 | 5,742 | Shares | Sole | 2023-12-07 | |
| 2023-06-30 | $203,841 | 5,742 | Shares | Sole | 2024-01-25 | |
| 2023-03-31 | $212,511 | 5,742 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $225,488 | 5,742 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $232,665 | 5,742 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $217,908 | 5,742 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $218,770 | 5,742 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $252,648 | 5,742 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $392,865 | 8,742 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $402,044 | 8,742 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $363,929 | 8,742 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $277,558 | 8,742 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $259,025 | 8,742 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $98,483 | 4,078 | Shares | Sole | 2020-08-20 | |
| No 13F history on record for this holder in this stock. | ||||||