Financial Insights, Inc.
Financial Insights, Inc. reported 147 holdings worth US$380M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 25, 2026
Financial Insights, Inc. reported 147 holdings worth US$380M as of Jun 30, 2026. Largest: Microsoft Corp., Apple Inc and Pathward Financial, Inc. Filed Aug 25, 2026 (Form 13F).
- Holdings
- 147
- Value as reported
- US$380M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 46,108 | US$17.2M | 4.5% |
| Apple Inc | 49,296 | US$14.3M | 3.8% |
| Pathward Financial, Inc. | 0 | US$11M | 2.9% |
| Berkshire Hathaway Inc. | 12,157 | US$6.08M | 1.6% |
| Amazon.com, Inc. | 16,536 | US$3.94M | 1.0% |
| Nvidia Corporation | 16,681 | US$3.34M | 0.88% |
| Costco Wholesale Corporation | 2,632 | US$2.46M | 0.65% |
| Alphabet Inc (google) Class C | 6,004 | US$2.15M | 0.56% |
| Broadcom Inc. | 3,586 | US$1.35M | 0.36% |
| Advanced Micro Devices Inc | 2,106 | US$1.22M | 0.32% |
| Applied Materials, Inc. | 1,536 | US$1.11M | 0.29% |
| Starbucks Corporation | 10,502 | US$1.07M | 0.28% |
| Jp Morgan Chase & Co. | 3,089 | US$1.01M | 0.27% |
| Eli Lilly And Company | 817 | US$980K | 0.26% |
| Cisco Systems, Inc. | 7,459 | US$876K | 0.23% |
| Johnson & Johnson | 3,380 | US$858K | 0.23% |
| Ge Vernova Inc. | 699 | US$821K | 0.22% |
| Visa Inc. | 2,255 | US$774K | 0.20% |
| Wells Fargo & Company | 8,055 | US$666K | 0.18% |
| Sound Financial Bancorp, Inc. | 14,897 | US$642K | 0.17% |
| Walmart Inc. | 5,569 | US$631K | 0.17% |
| Mcdonald's Corporation | 2,212 | US$598K | 0.16% |
| Coca-cola Company (the) | 7,201 | US$585K | 0.15% |
| Caterpillar, Inc. | 537 | US$571K | 0.15% |
| Intel Corporation | 3,841 | US$536K | 0.14% |
| Abbvie Inc. | 2,083 | US$524K | 0.14% |
| Meta Platforms, Inc. | 879 | US$495K | 0.13% |
| Ge Aerospace | 1,297 | US$485K | 0.13% |
| Tesla, Inc. | 1,119 | US$471K | 0.12% |
| Netflix, Inc. | 5,670 | US$405K | 0.11% |
| Corning Incorporated | 1,580 | US$404K | 0.11% |
| Boeing Company (the) | 1,784 | US$386K | 0.10% |
| Procter & Gamble Company (the) | 2,575 | US$378K | 0.10% |
| International Business Machines Corporation | 1,325 | US$373K | 0.10% |
| Monster Beverage Corporation | 3,495 | US$336K | 0.09% |
| Verizon Communications Inc. | 7,323 | US$310K | 0.08% |
| Sba Communications Corporation | 1,750 | US$309K | 0.08% |
| Micron Technology, Inc. | 257 | US$297K | 0.08% |
| Rtx Corporation | 1,527 | US$290K | 0.08% |
| Deere & Company | 433 | US$274K | 0.07% |
| Unitedhealth Group Incorporated | 603 | US$251K | 0.07% |
| Mckesson Corporation | 330 | US$249K | 0.07% |
| Tjx Companies, Inc. (the) | 1,596 | US$242K | 0.06% |
| Iqvia Holdings, Inc. | 1,250 | US$242K | 0.06% |
| Waste Management, Inc. | 1,080 | US$241K | 0.06% |
| Hewlett Packard Enterprise Company | 5,254 | US$237K | 0.06% |
| Chevron Corporation | 1,372 | US$227K | 0.06% |
| Merck & Company, Inc. | 1,764 | US$227K | 0.06% |
| Oracle Corporation | 1,450 | US$212K | 0.06% |
| Analog Devices, Inc. | 513 | US$204K | 0.05% |
| Diamondback Energy, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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