Insight 2811
Latest statistics and disclosures from Insight 2811's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGSH, TLT, IVV, AGG, SHY, and represent 55.82% of Insight 2811's stock portfolio.
- Added to shares of these 10 stocks: QQQ, VGSH, TLT, SPY, AGG, IVV, VGLT, IWD, SHY, ROST.
- Started 5 new stock positions in BAX, AMLP, KMI, QQQ, ROST.
- Reduced shares in these 10 stocks: XLK, PFE, JULZ, JEPI, BAC, IWM, IWF, NEM, JPST, BRK.B.
- Sold out of its positions in BAC, JULZ, JEPI, PFE.
- Insight 2811 was a net buyer of stock by $7.5M.
- Insight 2811 has $239M in assets under management (AUM), dropping by 2.95%.
- Central Index Key (CIK): 0001334952
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Portfolio Holdings for Insight 2811
Insight 2811 holds 99 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 20.8 | $50M | +3% | 851k | 58.54 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 9.8 | $24M | +5% | 271k | 86.69 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 9.0 | $22M | +2% | 33k | 653.21 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 8.8 | $21M | +4% | 212k | 99.27 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 7.3 | $17M | 211k | 82.57 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 5.3 | $13M | +2% | 60k | 213.67 |
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| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 3.8 | $9.1M | +12% | 14k | 650.34 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 3.1 | $7.5M | +5% | 135k | 55.35 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.0 | $7.3M | 80k | 90.53 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 1.9 | $4.5M | 49k | 91.64 |
|
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.3 | $3.0M | +3% | 15k | 203.79 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $2.8M | -3% | 6.5k | 426.40 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.4M | -3% | 5.0k | 479.20 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $2.2M | +2% | 34k | 64.08 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $2.1M | -3% | 42k | 50.61 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.9 | $2.1M | 17k | 128.12 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.0M | NEW | 3.5k | 577.32 |
|
| Apple (AAPL) | 0.8 | $2.0M | 7.7k | 253.79 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.6 | $1.5M | +2% | 10k | 145.74 |
|
| Barrick Mng Corp Com Shs (B) | 0.6 | $1.4M | 34k | 40.79 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.4M | 4.8k | 286.86 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.4M | +19% | 4.6k | 294.15 |
|
| Charles Schwab Corporation (SCHW) | 0.6 | $1.3M | 14k | 93.98 |
|
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| Johnson & Johnson (JNJ) | 0.5 | $1.2M | +2% | 5.1k | 244.44 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $1.2M | 6.2k | 189.59 |
|
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| Cisco Systems (CSCO) | 0.5 | $1.2M | +3% | 15k | 77.59 |
|
| Microsoft Corporation (MSFT) | 0.5 | $1.2M | 3.1k | 370.18 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $1.1M | 3.6k | 313.81 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.5 | $1.1M | 9.5k | 114.83 |
|
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| Intel Corporation (INTC) | 0.4 | $1.0M | -3% | 23k | 44.13 |
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| Spdr Series Trust State Street Spd (SJNK) | 0.4 | $954k | +4% | 38k | 24.98 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $920k | +2% | 3.2k | 287.56 |
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| Fortune Brands (FBIN) | 0.4 | $919k | 24k | 38.97 |
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| Agnico (AEM) | 0.4 | $884k | 4.4k | 202.98 |
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| Applied Materials (AMAT) | 0.4 | $844k | 2.5k | 341.79 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $816k | +31% | 1.4k | 597.55 |
|
| Oracle Corporation (ORCL) | 0.3 | $814k | 5.5k | 147.10 |
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| Arch Cap Group Ord (ACGL) | 0.3 | $801k | 8.3k | 95.99 |
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| Morgan Stanley Com New (MS) | 0.3 | $787k | +3% | 4.8k | 164.57 |
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| Select Sector Spdr Tr State Street Tec Put Option (XLK) | 0.3 | $744k | -62% | 5.6k | 132.90 |
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| International Business Machines (IBM) | 0.3 | $732k | 3.0k | 242.39 |
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| Merck & Co (MRK) | 0.3 | $690k | -10% | 5.7k | 120.29 |
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| Spdr Series Trust State Street Spd (XME) | 0.3 | $672k | 6.2k | 108.01 |
|
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| Verizon Communications (VZ) | 0.3 | $666k | 13k | 50.20 |
|
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| Boeing Company (BA) | 0.3 | $663k | +4% | 3.3k | 199.00 |
|
| McKesson Corporation (MCK) | 0.3 | $661k | 764.00 | 865.36 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $645k | -16% | 2.6k | 248.00 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.3 | $637k | 13k | 48.15 |
|
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| Meta Platforms Cl A (META) | 0.3 | $631k | 1.1k | 572.13 |
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| Target Corporation (TGT) | 0.3 | $599k | +4% | 4.9k | 121.19 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $572k | +3% | 947.00 | 604.39 |
|
| Broadcom (AVGO) | 0.2 | $533k | +8% | 1.7k | 309.51 |
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| Procter & Gamble Company (PG) | 0.2 | $525k | +8% | 3.6k | 144.44 |
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| Goldman Sachs (GS) | 0.2 | $524k | 619.00 | 846.20 |
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| Pepsi (PEP) | 0.2 | $508k | +18% | 3.3k | 155.29 |
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| Newmont Mining Corporation (NEM) | 0.2 | $505k | -14% | 4.7k | 108.25 |
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| Eagle Materials (EXP) | 0.2 | $477k | -3% | 2.5k | 189.45 |
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| Abbvie (ABBV) | 0.2 | $473k | 2.2k | 217.44 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $457k | 2.7k | 169.69 |
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| Shell Spon Ads (SHEL) | 0.2 | $456k | 4.9k | 93.00 |
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| Allstate Corporation (ALL) | 0.2 | $446k | +12% | 2.1k | 207.34 |
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| Spdr Series Trust State Street Spd (BILS) | 0.2 | $445k | 4.5k | 99.44 |
|
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| NVIDIA Corporation (NVDA) | 0.2 | $438k | -7% | 2.5k | 174.40 |
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| Qualcomm (QCOM) | 0.2 | $424k | +26% | 3.3k | 128.78 |
|
| McDonald's Corporation (MCD) | 0.2 | $367k | +2% | 1.2k | 310.79 |
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| Spdr Series Trust State Street Spd (XOP) | 0.1 | $354k | 1.9k | 181.83 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $354k | +2% | 867.00 | 407.69 |
|
| Tapestry (TPR) | 0.1 | $338k | 2.4k | 141.08 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $331k | 3.8k | 88.16 |
|
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $322k | +3% | 3.2k | 101.74 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $321k | +3% | 2.6k | 125.03 |
|
| BP Sponsored Adr (BP) | 0.1 | $317k | +8% | 6.8k | 47.00 |
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| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.1 | $314k | +3% | 2.5k | 124.46 |
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| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $313k | +4% | 3.1k | 101.95 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $312k | +3% | 457.00 | 682.24 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $310k | 4.0k | 77.11 |
|
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $303k | 1.4k | 216.58 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $291k | 2.0k | 145.79 |
|
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| Danaher Corporation (DHR) | 0.1 | $289k | 1.5k | 189.55 |
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| Huntington Ingalls Inds (HII) | 0.1 | $272k | +6% | 715.00 | 379.90 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $257k | 9.4k | 27.49 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $256k | 1.4k | 181.42 |
|
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| Coca-Cola Company (KO) | 0.1 | $254k | 3.3k | 76.05 |
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| Expedia Group Com New (EXPE) | 0.1 | $254k | 1.1k | 230.89 |
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| TJX Companies (TJX) | 0.1 | $248k | 1.6k | 159.73 |
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| Cardinal Health (CAH) | 0.1 | $230k | +2% | 1.1k | 211.21 |
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| Ross Stores (ROST) | 0.1 | $230k | NEW | 1.1k | 216.70 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $226k | 3.2k | 70.51 |
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| Manulife Finl Corp (MFC) | 0.1 | $225k | 6.5k | 34.44 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $224k | NEW | 4.2k | 52.64 |
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| Kinder Morgan (KMI) | 0.1 | $218k | NEW | 6.5k | 33.53 |
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| Masterbrand Common Stock (MBC) | 0.1 | $216k | 26k | 8.31 |
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| General Dynamics Corporation (GD) | 0.1 | $212k | 617.00 | 343.22 |
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| eBay (EBAY) | 0.1 | $209k | -4% | 2.3k | 91.02 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $209k | 300.00 | 697.72 |
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| Associated Banc- (ASB) | 0.1 | $207k | -20% | 8.0k | 25.86 |
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| Baxter International (BAX) | 0.1 | $173k | NEW | 10k | 16.80 |
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| Niagen Bioscience Com New (NAGE) | 0.0 | $101k | 23k | 4.41 |
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| Portillos Com Cl A (PTLO) | 0.0 | $85k | -35% | 16k | 5.29 |
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Past Filings by Insight 2811
SEC 13F filings are viewable for Insight 2811 going back to 2010
- 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
- Insight 2811 2022 Q2 filed Aug. 9, 2022