Financial Insights, Inc. reported 61 positions worth $83.19M for the quarter ended Sep 30, 2026, up 11.5% on the prior quarter. It opened 8 new positions, added to 26, trimmed 17 and exited 5. Its largest holding is Microsoft Corp at 25.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +8,047 | – | $1.31M | 1.57% |
| LRCX Lam Research Corp | +2,000 | – | $657.02K | 0.79% |
| GBTC Grayscale Bitcoin Trust ETF | +5,432 | – | $350.85K | 0.422% |
| AAPL Apple Inc. | +1,046 | +2.1% | $348.34K | 20.15% |
| NEE Nextera Energy Inc | +3,781 | – | $286.40K | 0.344% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +603 | – | $275.08K | 0.331% |
| O Realty Income Corp | +4,898 | – | $265.96K | 0.32% |
| COST Costco Wholesale Corp | +272 | +10.3% | $247.61K | 3.18% |
| MU Micron Technology Inc | +214 | +83.3% | $227.93K | 0.603% |
| VLO Valero Energy Corp | +573 | – | $222.10K | 0.267% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -4,390 | -9.5% | $2.25M | 25.72% |
| BRK-B Berkshire Hathaway Inc | -1,172 | -9.6% | $583.60K | 6.57% |
| TT Trane Technologies plc | -681 | -100.0% | $334.48K | Exited |
| VZ Verizon Communications Inc | -7,323 | -100.0% | $310.05K | Exited |
| CB Chubb Ltd | -683 | -100.0% | $232.73K | Exited |
| NXPI NXP Semiconductors N.V. | -823 | -100.0% | $231.29K | Exited |
| ORCL Oracle Corp | -1,450 | -100.0% | $212.50K | Exited |
| WMT Walmart Inc. | -1,286 | -23.1% | $133.64K | 0.535% |
| IQV Iqvia Holdings Inc. | -246 | -19.7% | $66.14K | 0.324% |
| GOOG Alphabet Inc. | -137 | -6.7% | $46.69K | 0.777% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +8,047 | $1.31M | 1.57% |
| LRCX Lam Research Corp | +2,000 | $657.02K | 0.79% |
| GBTC Grayscale Bitcoin Trust ETF | +5,432 | $350.85K | 0.422% |
| NEE Nextera Energy Inc | +3,781 | $286.40K | 0.344% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +603 | $275.08K | 0.331% |
| O Realty Income Corp | +4,898 | $265.96K | 0.32% |
| VLO Valero Energy Corp | +573 | $222.10K | 0.267% |
| PM Philip Morris International Inc. | +1,082 | $206.47K | 0.248% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 41.7K | $21.40M | 25.72% | -4,390 | -9.5% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 50.3K | $16.76M | 20.15% | +1,046 | +2.1% | Added | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 11.0K | $5.47M | 6.57% | -1,172 | -9.6% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 16.5K | $4.12M | 4.95% | -10 | -0.1% | Reduced | 0% |
| 5 | NVDA Nvidia Corp | Technology | 16.7K | $3.81M | 4.57% | -19 | -0.1% | Reduced | 0% |
| 6 | COST Costco Wholesale Corp | Consumer Staples | 2,904 | $2.64M | 3.18% | +272 | +10.3% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 4,168 | $1.43M | 1.72% | +175 | +4.4% | Added | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 8,047 | $1.31M | 1.57% | +8,047 | – | New | 0% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 2,106 | $1.29M | 1.55% | 0 | 0.0% | Unchanged | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 3,637 | $1.28M | 1.54% | +51 | +1.4% | Added | 0% |
| 11 | SBUX Starbucks Corp | Consumer Discretionary | 11.6K | $1.09M | 1.31% | +1,086 | +10.3% | Added | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 3,215 | $1.06M | 1.28% | +126 | +4.1% | Added | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 846 | $978.89K | 1.18% | +29 | +3.5% | Added | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 3,477 | $920.55K | 1.11% | +97 | +2.9% | Added | 0% |
| 15 | CSCO Cisco Systems, Inc. | Technology | 8,035 | $864.83K | 1.04% | +576 | +7.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Financial Insights.
As of its Q3 2026 13F filing, Financial Insights, Inc.’s five largest positions were Microsoft Corp (MSFT) at 25.7%, Apple Inc. (AAPL) at 20.2%, Berkshire Hathaway Inc (BRK-B) at 6.6%, Amazon Com Inc (AMZN) at 4.9%, Nvidia Corp (NVDA) at 4.6% of the reported portfolio.
Financial Insights, Inc. reported a 13F portfolio worth $83.19M across 61 positions for Q3 2026. That is up 11.5% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($1.31M), Lam Research Corp ($657.02K), Grayscale Bitcoin Trust ETF ($350.85K). It opened 8 new positions.
Its largest sales by value were Microsoft Corp ($2.25M), Berkshire Hathaway Inc ($583.60K), Trane Technologies plc ($334.48K). It exited 5 positions entirely.
From the Form 13F-HR reports Financial Insights, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.