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Showing Q2 2025 data
Financial Insights, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Financial Insights, Inc.
•CIK: 1642058•Filing: Q2 2025
**Financial Insights, Inc.** manages $274M across a diversified portfolio of 127 positions. The fund exhibits significant concentration in technology and dividend-growth names, highlighted by top holdings including SPYM ($32.1M), SCHD ($24.1M), and MSFT ($24.0M). Notable allocations also include substantial positions in DBEF ($15.2M) and VUG ($14.5M). This structure suggests a mandate focused on quality growth and income generation within large-cap equities.
Total AUM
$273.8M
QoQ Performance
+9.0%
Positions
79
Top 10 Concentration
57.5%
Latest Filing
Q2 2025
Top Holdings Allocation
SPYM
SCHD
MSFT
DBEF
VUG
SPYM11.7%
SCHD8.8%
MSFT8.8%
DBEF5.5%
VUG5.3%
NDQ4.8%
AAPL3.7%
SPSM3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.3%
Technology14.7%
Financial4.1%
Consumer3.0%
Healthcare0.5%
ETF0.4%
Industrial0.3%
Communication0.3%
🚪 Exited Positionssold since Q1 2025
+2 more exited positions
Changes from Q1 2025
NEW23 new positions
↑32 increased
↓52 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023