Insight 2811
Latest statistics and disclosures from Insight 2811's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGSH, IVV, TLT, AGG, SHY, and represent 52.69% of Insight 2811's stock portfolio.
- Added to shares of these 10 stocks: IWF, SPY, VOOG, IWD, SCHW, NUE, VGT, EMXC, CLX, MDT.
- Started 8 new stock positions in CLX, DELL, BAC, EMXC, MDT, NUE, CMI, GE.
- Reduced shares in these 10 stocks: QQQ, , JPST, SHY, BILS, INTC, IVV, TLT, IWM, AAPL.
- Sold out of its position in KTOS.
- Insight 2811 was a net buyer of stock by $7.1M.
- Insight 2811 has $259M in assets under management (AUM), dropping by 8.13%.
- Central Index Key (CIK): 0001334952
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Portfolio Holdings for Insight 2811
Insight 2811 holds 106 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 19.2 | $50M | 852k | 58.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 9.6 | $25M | 33k | 748.89 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 9.1 | $23M | 271k | 86.42 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 8.2 | $21M | 214k | 98.98 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 6.7 | $17M | 211k | 82.11 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 5.7 | $15M | +2% | 61k | 242.43 |
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| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 4.5 | $12M | +11% | 16k | 746.77 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.0 | $7.8M | 81k | 96.58 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 2.9 | $7.6M | 137k | 55.18 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 1.8 | $4.6M | 50k | 91.64 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.3 | $3.3M | +300% | 26k | 124.17 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.3 | $3.3M | 15k | 219.21 |
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| Intel Corporation (INTC) | 1.2 | $3.2M | 23k | 139.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.7M | +7% | 5.4k | 500.39 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.9 | $2.5M | 17k | 146.41 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $2.4M | 34k | 71.25 |
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| Apple (AAPL) | 0.9 | $2.2M | 7.6k | 289.36 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.1M | -17% | 2.9k | 736.58 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.8 | $2.0M | -6% | 39k | 50.57 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.7 | $1.8M | +9% | 11k | 164.60 |
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| Applied Materials (AMAT) | 0.7 | $1.8M | 2.5k | 723.00 |
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| Cisco Systems (CSCO) | 0.7 | $1.8M | 15k | 117.46 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.7M | 4.8k | 353.34 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $1.6M | +21% | 17k | 92.27 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.5M | 4.7k | 327.30 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $1.4M | 3.6k | 393.96 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $1.4M | 6.3k | 221.20 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.3M | 5.2k | 253.97 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.5 | $1.3M | 9.5k | 137.54 |
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| Fortune Brands (FBIN) | 0.5 | $1.3M | 24k | 54.90 |
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| Barrick Mng Corp Com Shs (B) | 0.5 | $1.3M | 35k | 36.73 |
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| Microsoft Corporation (MSFT) | 0.5 | $1.2M | 3.2k | 373.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.2M | 3.2k | 357.37 |
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| Select Sector Spdr Tr St Str Techn Etf Put Option (XLK) | 0.4 | $1.1M | 5.6k | 190.52 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.0M | +9% | 1.5k | 686.81 |
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| Morgan Stanley Com New (MS) | 0.4 | $1.0M | 4.8k | 209.04 |
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| Spdr Series Trust St Term High Etf (SJNK) | 0.4 | $945k | 38k | 25.03 |
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| International Business Machines (IBM) | 0.3 | $850k | 3.0k | 281.21 |
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| Oracle Corporation (ORCL) | 0.3 | $814k | 5.6k | 146.54 |
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| Arch Cap Group Ord (ACGL) | 0.3 | $806k | 8.3k | 97.06 |
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| Merck & Co (MRK) | 0.3 | $765k | +3% | 6.0k | 128.50 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $758k | -3% | 2.5k | 300.45 |
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| Boeing Company (BA) | 0.3 | $746k | +3% | 3.4k | 216.44 |
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| Broadcom (AVGO) | 0.3 | $703k | +8% | 1.9k | 377.75 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.3 | $692k | 13k | 52.38 |
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| Agnico (AEM) | 0.3 | $675k | 4.4k | 155.13 |
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| Target Corporation (TGT) | 0.3 | $667k | +3% | 5.1k | 130.60 |
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| Spdr Series Trust St Str Sp Metal (XME) | 0.3 | $665k | 6.2k | 106.93 |
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| Meta Platforms Cl A (META) | 0.2 | $629k | 1.1k | 563.29 |
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| Qualcomm (QCOM) | 0.2 | $620k | +2% | 3.4k | 184.79 |
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| Goldman Sachs (GS) | 0.2 | $616k | 609.00 | 1011.69 |
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| McKesson Corporation (MCK) | 0.2 | $577k | 764.00 | 755.60 |
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| Verizon Communications (VZ) | 0.2 | $569k | 13k | 42.34 |
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| Eagle Materials (EXP) | 0.2 | $567k | 2.5k | 225.00 |
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| Procter & Gamble Company (PG) | 0.2 | $559k | +4% | 3.8k | 146.64 |
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| Abbvie (ABBV) | 0.2 | $557k | 2.2k | 251.58 |
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| Allstate Corporation (ALL) | 0.2 | $540k | +5% | 2.3k | 237.94 |
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| NVIDIA Corporation (NVDA) | 0.2 | $508k | 2.5k | 200.09 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $501k | +3% | 983.00 | 509.46 |
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| Pepsi (PEP) | 0.2 | $478k | +8% | 3.5k | 135.40 |
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| Newmont Mining Corporation (NEM) | 0.2 | $435k | 4.7k | 93.40 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $429k | +498% | 5.2k | 82.62 |
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| Spdr Series Trust St Str Bl 12 Etf (BILS) | 0.2 | $395k | -11% | 4.0k | 99.38 |
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| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.2 | $389k | 2.5k | 153.42 |
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| Shell Spon Ads (SHEL) | 0.1 | $382k | 4.9k | 77.54 |
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $377k | 2.6k | 146.30 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $373k | 3.2k | 117.33 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $370k | 2.7k | 136.70 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $356k | 1.4k | 252.23 |
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| Tapestry (TPR) | 0.1 | $351k | 2.4k | 146.35 |
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| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $351k | 3.1k | 114.07 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $343k | 4.0k | 85.49 |
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| McDonald's Corporation (MCD) | 0.1 | $336k | +5% | 1.2k | 270.31 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $326k | 1.4k | 229.57 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $308k | 2.0k | 154.29 |
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| Spdr Series Trust Sp O&g Expl Pro (XOP) | 0.1 | $301k | 1.9k | 154.26 |
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| Danaher Corporation (DHR) | 0.1 | $296k | 1.6k | 190.43 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $287k | +700% | 2.4k | 119.52 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $284k | 3.8k | 75.51 |
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| Expedia Group Com New (EXPE) | 0.1 | $282k | 1.1k | 255.88 |
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| Baxter International (BAX) | 0.1 | $274k | +24% | 13k | 21.32 |
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| BP Sponsored Adr (BP) | 0.1 | $272k | +9% | 7.4k | 36.95 |
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| Coca-Cola Company (KO) | 0.1 | $272k | 3.3k | 81.27 |
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| Masterbrand Common Stock (MBC) | 0.1 | $267k | 26k | 10.29 |
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| Nucor Corporation (NUE) | 0.1 | $267k | NEW | 1.2k | 222.75 |
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| Manulife Finl Corp (MFC) | 0.1 | $264k | 6.5k | 40.51 |
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| Cardinal Health (CAH) | 0.1 | $260k | 1.1k | 237.45 |
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| eBay (EBAY) | 0.1 | $257k | 2.3k | 111.75 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $250k | NEW | 2.4k | 102.30 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $248k | +6% | 486.00 | 509.31 |
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| Associated Banc- (ASB) | 0.1 | $246k | 8.0k | 30.77 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $242k | 9.4k | 25.83 |
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| Clorox Company (CLX) | 0.1 | $241k | NEW | 2.5k | 95.44 |
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| Medtronic SHS (MDT) | 0.1 | $238k | NEW | 3.0k | 78.23 |
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| TJX Companies (TJX) | 0.1 | $235k | 1.6k | 151.53 |
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| Ross Stores (ROST) | 0.1 | $226k | 1.1k | 212.93 |
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| Cummins (CMI) | 0.1 | $221k | NEW | 310.00 | 713.53 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $220k | 4.2k | 51.85 |
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| General Dynamics Corporation (GD) | 0.1 | $219k | 617.00 | 354.24 |
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| Huntington Ingalls Inds (HII) | 0.1 | $215k | +7% | 769.00 | 279.89 |
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| Bank of America Corporation (BAC) | 0.1 | $211k | NEW | 3.7k | 56.98 |
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| Kinder Morgan (KMI) | 0.1 | $209k | 6.6k | 31.97 |
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| Dell Technologies CL C (DELL) | 0.1 | $208k | NEW | 481.00 | 431.46 |
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| Ge Aerospace Com New (GE) | 0.1 | $201k | NEW | 537.00 | 373.73 |
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| Portillos Com Cl A (PTLO) | 0.0 | $76k | 16k | 4.74 |
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| Niagen Bioscience Com New (NAGE) | 0.0 | $73k | 23k | 3.19 |
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Past Filings by Insight 2811
SEC 13F filings are viewable for Insight 2811 going back to 2010
- Insight 2811 2026 Q2 filed Aug. 11, 2026
- Insight 2811 2026 Q1 filed May 7, 2026
- Insight 2811 2025 Q4 filed Feb. 3, 2026
- Insight 2811 2025 Q3 filed Nov. 6, 2025
- Insight 2811 2025 Q2 filed Aug. 11, 2025
- Insight 2811 2025 Q1 filed May 12, 2025
- Insight 2811 2024 Q4 filed Feb. 11, 2025
- Insight 2811 2024 Q3 filed Nov. 6, 2024
- Insight 2811 2024 Q2 filed Aug. 6, 2024
- Insight 2811 2024 Q1 filed May 6, 2024
- Insight 2811 2023 Q4 filed Feb. 12, 2024
- Insight 2811 2023 Q3 filed Nov. 14, 2023
- Insight 2811 2023 Q2 filed Aug. 4, 2023
- Insight 2811 2023 Q1 filed May 11, 2023
- Insight 2811 2022 Q4 filed Feb. 7, 2023
- Insight 2811 2022 Q3 filed Nov. 14, 2022