Financial-Insights

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "RJF",
  null,
  null,
  "ABBV",
  null,
  "GOOGL",
  null,
  "AVGO",
  "DBEF",
  "HD",
  "MCD",
  "AMAT",
  "MUB",
  "META",
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  "SFBC",
  null,
  "MSFT",
  null,
  "IWD",
  "VHT",
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  null,
  "SPDW",
  null,
  null,
  "SPYG",
  "SPLG",
  "IBM",
  "SBUX",
  "TJX",
  "VNQ",
  "VO",
  "VV",
  "MNST",
  "VWO",
  "SBAC",
  "VIG",
  null,
  null,
  null,
  null,
  "VYM",
  "TT",
  "AMD",
  "SDY",
  "FI",
  "WM",
  "IWP",
  "SGOL",
  "AMZN",
  null,
  "ESGD",
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "VYMI",
  "VBK",
  "BND",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "SCHD",
  null,
  "NXPI",
  "CRM",
  "DGRO",
  "SPYV",
  "STE",
  "BRK-B",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "KO",
  "COST",
  null,
  null,
  "DFAC",
  null,
  "EFA",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 111
Total Value: 251232697
Accession Number: 0001085146-25-002342
Form Type: 13F-HR
CIK: financial-insights
Manager Name: Financial-Insights

Data Enrichment

76% identified

84 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

111 positions • $251.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.8K

Value:$224.1K

% of Portfolio:0.1% ($224.1K/$251.2M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:2.2K

Value:$223.9K

% of Portfolio:0.1% ($223.9K/$251.2M)

97717W570

Shares:3.6K

Value:$212.4K

% of Portfolio:0.1% ($212.4K/$251.2M)

464288802

Shares:1.8K

Value:$211.4K

% of Portfolio:0.1% ($211.4K/$251.2M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:1.1K

Value:$209.3K

% of Portfolio:0.1% ($209.3K/$251.2M)

STERIS plc

STE|G8473T100

Shares:909

Value:$206.0K

% of Portfolio:0.1% ($206.0K/$251.2M)

67092P805

Shares:6.4K

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$251.2M)

Monster Beverage Corp

MNST|61174X109

Shares:3.5K

Value:$204.8K

% of Portfolio:0.1% ($204.8K/$251.2M)

CHEVRON CORP

CVX|166764100

Shares:1.2K

Value:$201.4K

% of Portfolio:0.1% ($201.4K/$251.2M)

46138E511

Shares:14.2K

Value:$159.3K

% of Portfolio:0.1% ($159.3K/$251.2M)

46137V621

Shares:10.0K

Value:$142.8K

% of Portfolio:0.1% ($142.8K/$251.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.8K	QoQ NEW(+1.8K) YoY -71.72% (-4.7K)	All Managers (Combined)	$224.1K	0.1% ($224.1K/$251.2M)	QoQ NEW(+$224.1K) YoY -66.04% (-$435.8K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	2.2K	QoQ +27.87% (+475) YoY -76.56% (-7.1K)	All Managers (Combined)	$223.9K	0.1% ($223.9K/$251.2M)	QoQ +8.76% (+$18.0K) YoY -86.66% (-$1.5M)
(cusip97717W570)✕	3.6K	QoQ -41.69% (-2.5K) YoY -48.63% (-3.4K)	All Managers (Combined)	$212.4K	0.1% ($212.4K/$251.2M)	QoQ -44.40% (-$169.6K) YoY -49.82% (-$210.9K)
(cusip464288802)✕	1.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$211.4K	0.1% ($211.4K/$251.2M)	QoQ -5.52% (-$12.4K) YoY +5.22% (+$10.5K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	1.1K	QoQ NEW(+1.1K) YoY -80.84% (-4.6K)	All Managers (Combined)	$209.3K	0.1% ($209.3K/$251.2M)	QoQ NEW(+$209.3K) YoY -85.30% (-$1.2M)
STERIS plc(STEcusipG8473T100)	909	QoQ NEW(+909) YoY -72.50% (-2.4K)	All Managers (Combined)	$206.0K	0.1% ($206.0K/$251.2M)	QoQ NEW(+$206.0K) YoY -72.28% (-$537.2K)
(cusip67092P805)✕	6.4K	QoQ -61.54% (-10.3K) YoY -31.39% (-2.9K)	All Managers (Combined)	$205.1K	0.1% ($205.1K/$251.2M)	QoQ -59.26% (-$298.4K) YoY -29.67% (-$86.5K)
Monster Beverage Corp(MNSTcusip61174X109)	3.5K	QoQ -27.08% (-1.3K) YoY -27.08% (-1.3K)	All Managers (Combined)	$204.8K	0.1% ($204.8K/$251.2M)	QoQ -18.81% (-$47.5K) YoY -28.01% (-$79.7K)
CHEVRON CORP(CVXcusip166764100)	1.2K	QoQ -38.25% (-746) YoY -61.87% (-2.0K)	All Managers (Combined)	$201.4K	0.1% ($201.4K/$251.2M)	QoQ -28.68% (-$81.0K) YoY -59.56% (-$296.7K)
(cusip46138E511)✕	14.2K	QoQ 0.00% (-0) YoY NEW(+14.2K)	All Managers (Combined)	$159.3K	0.1% ($159.3K/$251.2M)	QoQ -2.68% (-$4.4K) YoY NEW(+$159.3K)
(cusip46137V621)✕	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$142.8K	0.1% ($142.8K/$251.2M)	QoQ -1.85% (-$2.7K) YoY NEW(+$142.8K)