Financial Insights, Inc.

13F filer · CIK 0001642058

Reported Aug 25, 2026

Net buyer this quarter

13F portfolio value$380MU.S. long equity reported on 13F

Positions6514 new · 3 closed

Net flow last quarter+$2.07MBuys minus sells

Top 10 positions weight19.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 25, 202665 positions
QQQInvesco QQQ Trust, Series 1	$21.9M	5.77%	Not reported	+6.8%	Q4 2018
MSFTMicrosoft Corp	$17.2M	4.53%	0.00%	+1.1%	Q4 2018
AAPLApple Inc.	$14.3M	3.75%	0.00%	0.0%	Q4 2018
BRK.BBerkshire Hathaway Inc	$6.08M	1.60%	Not reported	-21.5%	Q4 2018
AMZNAmazon Com Inc	$3.94M	1.04%	0.00%	+5.8%	Q4 2018
NVDANvidia Corp	$3.34M	0.88%	0.00%	+1.3%	Q2 2021
COSTCostco Wholesale Corp	$2.46M	0.65%	0.00%	+1.1%	Q4 2018
PRCSPraecis Pharmaceuticals Inc	$2.37M	0.62%	Not reported	-37.7%	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.22M	0.59%	Not reported	Not reported	Q4 2018
GOOGLAlphabet Inc.	$1.43M	0.38%	0.00%	+23.2%	Q2 2021
AVGOBroadcom Inc.	$1.35M	0.36%	0.00%	-6.9%	Q3 2022
AMDAdvanced Micro Devices Inc	$1.22M	0.32%	0.00%	-5.4%	Q4 2023
AMATApplied Materials Inc	$1.11M	0.29%	0.00%	+5.6%	Q4 2019
SBUXStarbucks Corp	$1.07M	0.28%	0.00%	-3.0%	Q4 2018
JPMJPMorgan Chase & Co	$1.01M	0.27%	0.00%	+24.2%	Q4 2019
LLYELI LILLY & Co	$980K	0.26%	0.00%	+4.3%	Q2 2021
CSCOCisco Systems, Inc.	$876K	0.23%	0.00%	+19.9%	Q1 2019
JNJJohnson & Johnson	$858K	0.23%	0.00%	+1.0%	Q4 2018
GEVGE Vernova Inc.	$821K	0.22%	0.00%	-1.4%	Q2 2025
VVisa Inc.	$774K	0.20%	0.00%	-5.7%	Q4 2018
GOOGAlphabet Inc.	$719K	0.19%	Not reported	-1.2%	Q2 2020
STXSeagate Technology Holdings plc	$706K	0.19%	0.00%	New	Q2 2026
WFCWells Fargo & Company	$666K	0.18%	0.00%	-8.0%	Q3 2022
SFBCSound Financial Bancorp, Inc.	$642K	0.17%	0.58%	Not reported	Q4 2018
WMTWalmart Inc.	$631K	0.17%	0.00%	-0.1%	Q2 2021
MCDMcdonalds Corp	$598K	0.16%	0.00%	-3.5%	Q4 2018
KOCoca Cola Co	$585K	0.15%	0.00%	+23.5%	Q3 2021
CATCaterpillar Inc	$571K	0.15%	0.00%	+1.5%	Q2 2021
INTCIntel Corp	$536K	0.14%	0.00%	Not reported	Q4 2019
ABBVAbbVie Inc.	$524K	0.14%	0.00%	+2.2%	Q2 2021
METAMeta Platforms, Inc.	$495K	0.13%	Not reported	+2.7%	Q2 2021
GEGeneral Electric Co	$485K	0.13%	0.00%	+57.4%	Q3 2025
TSLATesla, Inc.	$471K	0.12%	0.00%	Not reported	Q2 2021
SPYXSmartpay Express, Inc.	$438K	0.12%	Not reported	Not reported	Q2 2025
GLDSPDR Gold Trust	$431K	0.11%	0.00%	+5.4%	Q1 2026
NFLXNetflix Inc	$405K	0.11%	0.00%	Not reported	Q4 2018
GLWCorning Inc	$404K	0.11%	0.00%	Not reported	Q2 2021
SMHMarket Vectors ETF Trust	$401K	0.11%	Not reported	-17.0%	Q1 2026
SGOLabrdn Gold ETF Trust	$394K	0.10%	0.01%	Not reported	Q2 2021
BABoeing Co	$386K	0.10%	0.00%	+17.8%	Q4 2018
PGPROCTER & GAMBLE Co	$378K	0.10%	0.00%	+1.0%	Q1 2019
IBMInternational Business Machines Corp	$373K	0.10%	0.00%	+12.0%	Q3 2024
MNSTMonster Beverage Corp	$336K	0.09%	0.00%	+16.5%	Q4 2020
TTTrane Technologies plc	$334K	0.09%	0.00%	-2.3%	Q1 2023
VZVerizon Communications Inc	$310K	0.08%	0.00%	+17.4%	Q2 2021
SBACSba Communications Corp	$309K	0.08%	0.00%	Not reported	Q4 2018
MUMicron Technology Inc	$297K	0.08%	0.00%	New	Q2 2026
RTXRTX Corp	$290K	0.08%	0.00%	Not reported	Q2 2021
SUSASouthern USA Resources Inc.	$284K	0.07%	Not reported	Not reported	Q2 2021
DEDeere & Co	$274K	0.07%	0.00%	+0.2%	Q2 2021

Q1 2026Reported May 19, 202654 positions
MSFTMicrosoft Corp	$16.9M	5.47%	0.00%	-5.2%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$16.1M	5.22%	Not reported	+9.7%	Q4 2018
AAPLApple Inc.	$12.5M	4.06%	0.00%	+1.6%	Q4 2018
BRK.BBerkshire Hathaway Inc	$7.42M	2.41%	Not reported	Not reported	Q4 2018
PRCSPraecis Pharmaceuticals Inc	$3.31M	1.07%	Not reported	+14.9%	Q2 2025
AMZNAmazon Com Inc	$3.26M	1.05%	0.00%	+16.1%	Q4 2018
NVDANvidia Corp	$2.87M	0.93%	0.00%	-7.4%	Q2 2021
COSTCostco Wholesale Corp	$2.59M	0.84%	0.00%	+1.8%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.08M	0.68%	Not reported	+1.4%	Q4 2018
XOMExxonMobil Holdings Corp	$1.21M	0.39%	0.00%	-1.8%	Q1 2019
AVGOBroadcom Inc.	$1.19M	0.39%	0.00%	+4.9%	Q3 2022
SBUXStarbucks Corp	$970K	0.31%	0.00%	-4.6%	Q4 2018
GOOGLAlphabet Inc.	$932K	0.30%	0.00%	Not reported	Q2 2021
JNJJohnson & Johnson	$818K	0.27%	0.00%	+2.6%	Q4 2018
JPMJPMorgan Chase & Co	$732K	0.24%	0.00%	-0.5%	Q4 2019
VVisa Inc.	$722K	0.23%	0.00%	Not reported	Q4 2018
LLYELI LILLY & Co	$720K	0.23%	0.00%	+13.6%	Q2 2021
MCDMcdonalds Corp	$712K	0.23%	0.00%	+4.6%	Q4 2018
WFCWells Fargo & Company	$697K	0.23%	0.00%	-2.5%	Q3 2022
WMTWalmart Inc.	$693K	0.22%	0.00%	-0.2%	Q2 2021
SFBCSound Financial Bancorp, Inc.	$651K	0.21%	0.58%	Not reported	Q4 2018
CVXChevron Corp	$646K	0.21%	0.00%	+123.5%	Q4 2019
GEVGE Vernova Inc.	$619K	0.20%	0.00%	-3.3%	Q2 2025
GOOGAlphabet Inc.	$591K	0.19%	Not reported	Not reported	Q2 2020
NFLXNetflix Inc	$545K	0.18%	0.00%	-11.0%	Q4 2018
AMATApplied Materials Inc	$497K	0.16%	0.00%	+3.4%	Q4 2019
METAMeta Platforms, Inc.	$490K	0.16%	Not reported	-2.6%	Q2 2021
CSCOCisco Systems, Inc.	$483K	0.16%	0.00%	+1.5%	Q1 2019
GLDSPDR Gold Trust	$478K	0.15%	0.00%	New	Q1 2026
SGOLabrdn Gold ETF Trust	$460K	0.15%	0.01%	Not reported	Q2 2021
AMDAdvanced Micro Devices Inc	$453K	0.15%	0.00%	-7.3%	Q4 2023
KOCoca Cola Co	$444K	0.14%	0.00%	-2.8%	Q3 2021
ABBVAbbVie Inc.	$443K	0.14%	0.00%	+3.1%	Q2 2021
TSLATesla, Inc.	$416K	0.13%	0.00%	+9.4%	Q2 2021
SPYXSmartpay Express, Inc.	$380K	0.12%	Not reported	Not reported	Q2 2025
CATCaterpillar Inc	$375K	0.12%	0.00%	+0.2%	Q2 2021
PGPROCTER & GAMBLE Co	$368K	0.12%	0.00%	+0.4%	Q1 2019
VZVerizon Communications Inc	$313K	0.10%	0.00%	Not reported	Q2 2021
BABoeing Co	$301K	0.10%	0.00%	+3.0%	Q4 2018
SBACSba Communications Corp	$301K	0.10%	0.00%	Not reported	Q4 2018
RTXRTX Corp	$295K	0.10%	0.00%	Not reported	Q2 2021
TTTrane Technologies plc	$290K	0.09%	0.00%	-23.4%	Q1 2023
HDHome Depot, Inc.	$288K	0.09%	0.00%	+1.3%	Q2 2021
IBMInternational Business Machines Corp	$287K	0.09%	0.00%	Not reported	Q3 2024
SMHMarket Vectors ETF Trust	$282K	0.09%	Not reported	New	Q1 2026
TJXTJX Companies Inc	$259K	0.08%	0.00%	-3.2%	Q1 2023
WMWaste Management Inc	$248K	0.08%	0.00%	Not reported	Q2 2021
DEDeere & Co	$243K	0.08%	0.00%	+0.2%	Q2 2021
SUSASouthern USA Resources Inc.	$243K	0.08%	Not reported	Not reported	Q2 2021
GEGeneral Electric Co	$234K	0.08%	0.00%	+5.6%	Q3 2025

Q4 2025Reported Apr 1, 202652 positions
MSFTMicrosoft Corp	$23.3M	7.80%	0.00%	-1.4%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$15.6M	5.23%	Not reported	+2.3%	Q4 2018
AAPLApple Inc.	$13.2M	4.42%	0.00%	+0.6%	Q4 2018
NVDANvidia Corp	$3.32M	1.11%	0.00%	+15.9%	Q2 2021
AMZNAmazon Com Inc	$3.11M	1.04%	0.00%	+1.7%	Q4 2018
PRCSPraecis Pharmaceuticals Inc	$3.09M	1.04%	Not reported	-0.6%	Q2 2025
COSTCostco Wholesale Corp	$2.21M	0.74%	0.00%	+2.7%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.99M	0.67%	Not reported	+0.4%	Q4 2018
AVGOBroadcom Inc.	$1.27M	0.43%	0.00%	-18.6%	Q3 2022
SBUXStarbucks Corp	$955K	0.32%	0.00%	+2.5%	Q4 2018
XOMExxonMobil Holdings Corp	$877K	0.29%	0.00%	+2.3%	Q1 2019
VVisa Inc.	$838K	0.28%	0.00%	-15.5%	Q4 2018
WFCWells Fargo & Company	$837K	0.28%	0.00%	+4.3%	Q3 2022
JPMJPMorgan Chase & Co	$805K	0.27%	0.00%	-19.6%	Q4 2019
LLYELI LILLY & Co	$740K	0.25%	0.00%	-6.3%	Q2 2021
JNJJohnson & Johnson	$676K	0.23%	0.00%	-7.7%	Q4 2018
MCDMcdonalds Corp	$670K	0.22%	0.00%	+1.2%	Q4 2018
SFBCSound Financial Bancorp, Inc.	$650K	0.22%	0.58%	Not reported	Q4 2018
GOOGAlphabet Inc.	$646K	0.22%	Not reported	+9.3%	Q2 2020
WMTWalmart Inc.	$622K	0.21%	0.00%	-15.2%	Q2 2021
NFLXNetflix Inc	$597K	0.20%	0.00%	+1.6%	Q4 2018
METAMeta Platforms, Inc.	$580K	0.19%	Not reported	-8.3%	Q2 2021
AMDAdvanced Micro Devices Inc	$514K	0.17%	0.00%	-16.2%	Q4 2023
GEVGE Vernova Inc.	$479K	0.16%	0.00%	-17.4%	Q2 2025
CSCOCisco Systems, Inc.	$472K	0.16%	0.00%	+15.0%	Q1 2019
TSLATesla, Inc.	$460K	0.15%	0.00%	+15.1%	Q2 2021
ABBVAbbVie Inc.	$451K	0.15%	0.00%	-8.8%	Q2 2021
SGOLabrdn Gold ETF Trust	$424K	0.14%	0.01%	+3.9%	Q2 2021
KOCoca Cola Co	$420K	0.14%	0.00%	+9.8%	Q3 2021
SPYXSmartpay Express, Inc.	$403K	0.13%	Not reported	-2.5%	Q2 2025
PGPROCTER & GAMBLE Co	$364K	0.12%	0.00%	+0.5%	Q1 2019
AMATApplied Materials Inc	$362K	0.12%	0.00%	+12.6%	Q4 2019
TTTrane Technologies plc	$354K	0.12%	0.00%	-24.3%	Q1 2023
IBMInternational Business Machines Corp	$350K	0.12%	0.00%	+11.2%	Q3 2024
SBACSba Communications Corp	$339K	0.11%	0.00%	Not reported	Q4 2018
BABoeing Co	$319K	0.11%	0.00%	+14.4%	Q4 2018
CATCaterpillar Inc	$303K	0.10%	0.00%	+2.1%	Q2 2021
HDHome Depot, Inc.	$297K	0.10%	0.00%	-13.1%	Q2 2021
UNHUnitedhealth Group Inc	$283K	0.09%	0.00%	-18.0%	Q3 2022
ORCLOracle Corp	$282K	0.09%	0.00%	+8.2%	Q2 2021
RTXRTX Corp	$280K	0.09%	0.00%	+24.1%	Q2 2021
TJXTJX Companies Inc	$258K	0.09%	0.00%	-22.7%	Q1 2023
SUSASouthern USA Resources Inc.	$256K	0.09%	Not reported	Not reported	Q2 2021
IQVIqvia Holdings Inc.	$250K	0.08%	0.00%	-31.2%	Q1 2023
GEGeneral Electric Co	$240K	0.08%	0.00%	Not reported	Q3 2025
WMWaste Management Inc	$237K	0.08%	0.00%	-0.1%	Q2 2021
CRMSalesforce, Inc.	$231K	0.08%	0.00%	-15.8%	Q1 2023
MNSTMonster Beverage Corp	$230K	0.08%	0.00%	Not reported	Q4 2020
CVXChevron Corp	$213K	0.07%	0.00%	-10.2%	Q4 2019
JCIJohnson Controls International plc	$207K	0.07%	0.00%	-21.2%	Q2 2021

Q3 2025Reported Apr 1, 202668 positions
MSFTMicrosoft Corp	$25.3M	8.37%	0.00%	+0.9%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$14.9M	4.94%	Not reported	+3.8%	Q4 2018
AAPLApple Inc.	$12.3M	4.07%	0.00%	-1.1%	Q4 2018
BRK.BBerkshire Hathaway Inc	$8.47M	2.81%	Not reported	-5.8%	Q4 2018
PRCSPraecis Pharmaceuticals Inc	$3.03M	1.00%	Not reported	+20.1%	Q2 2025
AMZNAmazon Com Inc	$2.91M	0.96%	0.00%	+6.8%	Q4 2018
NVDANvidia Corp	$2.86M	0.95%	0.00%	+1.9%	Q2 2021
COSTCostco Wholesale Corp	$2.3M	0.76%	0.00%	+1.8%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.95M	0.64%	Not reported	+3.7%	Q4 2018
AVGOBroadcom Inc.	$1.49M	0.49%	0.00%	+15.8%	Q3 2022
JPMJPMorgan Chase & Co	$980K	0.32%	0.00%	+12.2%	Q4 2019
VVisa Inc.	$965K	0.32%	0.00%	+8.6%	Q4 2018
SBUXStarbucks Corp	$937K	0.31%	0.00%	+6.8%	Q4 2018
GOOGLAlphabet Inc.	$915K	0.30%	0.00%	+13.7%	Q2 2021
XOMExxonMobil Holdings Corp	$803K	0.27%	0.00%	+21.6%	Q1 2019
NFLXNetflix Inc	$752K	0.25%	0.00%	+7.7%	Q4 2018
WFCWells Fargo & Company	$722K	0.24%	0.00%	+17.1%	Q3 2022
METAMeta Platforms, Inc.	$704K	0.23%	Not reported	+41.7%	Q2 2021
SFBCSound Financial Bancorp, Inc.	$686K	0.23%	0.58%	Not reported	Q4 2018
WMTWalmart Inc.	$679K	0.22%	0.00%	-1.0%	Q2 2021
MCDMcdonalds Corp	$658K	0.22%	0.00%	+0.4%	Q4 2018
JNJJohnson & Johnson	$656K	0.22%	0.00%	-13.0%	Q4 2018
LLYELI LILLY & Co	$561K	0.19%	0.00%	+27.2%	Q2 2021
GEVGE Vernova Inc.	$545K	0.18%	0.00%	+4.0%	Q2 2025
TTTrane Technologies plc	$507K	0.17%	0.00%	-2.0%	Q1 2023
ABBVAbbVie Inc.	$502K	0.17%	0.00%	+1.9%	Q2 2021
AMDAdvanced Micro Devices Inc	$463K	0.15%	0.00%	+26.1%	Q4 2023
GOOGAlphabet Inc.	$459K	0.15%	Not reported	+29.9%	Q2 2020
SPYXSmartpay Express, Inc.	$403K	0.13%	Not reported	+1.1%	Q2 2025
HDHome Depot, Inc.	$403K	0.13%	0.00%	+19.5%	Q2 2021
TSLATesla, Inc.	$395K	0.13%	0.00%	Not reported	Q2 2021
UNPUnion Pacific Corp	$391K	0.13%	0.00%	Not reported	Q1 2023
PGPROCTER & GAMBLE Co	$388K	0.13%	0.00%	+0.5%	Q1 2019
ORCLOracle Corp	$376K	0.12%	0.00%	Not reported	Q2 2021
SGOLabrdn Gold ETF Trust	$366K	0.12%	0.01%	+26.9%	Q2 2021
CSCOCisco Systems, Inc.	$365K	0.12%	0.00%	+9.1%	Q1 2019
KOCoca Cola Co	$363K	0.12%	0.00%	+14.5%	Q3 2021
UNHUnitedhealth Group Inc	$361K	0.12%	0.00%	Not reported	Q3 2022
SBACSba Communications Corp	$338K	0.11%	0.00%	Not reported	Q4 2018
TJXTJX Companies Inc	$314K	0.10%	0.00%	+0.4%	Q1 2023
IQVIqvia Holdings Inc.	$306K	0.10%	0.00%	Not reported	Q1 2023
IBMInternational Business Machines Corp	$300K	0.10%	0.00%	+16.4%	Q3 2024
BABoeing Co	$277K	0.09%	0.00%	+18.3%	Q4 2018
AMATApplied Materials Inc	$256K	0.08%	0.00%	-34.9%	Q4 2019
NXPINXP Semiconductors N.V.	$252K	0.08%	0.00%	+6.0%	Q1 2023
SUSASouthern USA Resources Inc.	$250K	0.08%	Not reported	Not reported	Q2 2021
CATCaterpillar Inc	$247K	0.08%	0.00%	+0.2%	Q2 2021
CBChubb Ltd	$246K	0.08%	0.00%	-3.0%	Q1 2023
VZVerizon Communications Inc	$246K	0.08%	0.00%	Not reported	Q2 2021
CRMSalesforce, Inc.	$246K	0.08%	0.00%	-5.2%	Q1 2023

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