Insight 2811
Latest statistics and disclosures from Insight 2811's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGSH, IVV, AGG, TLT, SHY, and represent 51.50% of Insight 2811's stock portfolio.
- Added to shares of these 10 stocks: VCLT, IEF, SPY, AGG, XOM, LULU, VBR, NKE, VGLT, SGVT.
- Started 8 new stock positions in SGVT, VBR, VCLT, XOM, LULU, IEF, CRM, NKE.
- Reduced shares in these 10 stocks: TLT, VGSH, , SHY, IWD, IEFA, , MWA, JPST, CMI.
- Sold out of its positions in CMI, Exxon Mobil Corporation, GE, KMI, MWA, XLK.
- Insight 2811 was a net seller of stock by $-1.4M.
- Insight 2811 has $253M in assets under management (AUM), dropping by -2.35%.
- Central Index Key (CIK): 0001334952
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Portfolio Holdings for Insight 2811
Insight 2811 holds 108 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 19.0 | $48M | -2% | 833k | 57.56 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 10.1 | $25M | 33k | 765.85 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 8.3 | $21M | +3% | 221k | 94.54 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 7.7 | $20M | -7% | 251k | 77.78 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 6.4 | $16M | -5% | 199k | 81.20 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 5.7 | $14M | -4% | 58k | 247.93 |
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| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 5.0 | $13M | +6% | 17k | 762.63 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.9 | $7.4M | -4% | 77k | 96.88 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 2.8 | $7.1M | +3% | 142k | 50.14 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 1.8 | $4.5M | 50k | 91.64 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.3 | $3.3M | 15k | 220.34 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $3.1M | -4% | 25k | 125.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $2.8M | +4% | 5.6k | 497.95 |
|
| Intel Corporation (INTC) | 1.1 | $2.7M | 22k | 120.23 |
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| Apple (AAPL) | 1.0 | $2.5M | 7.6k | 333.02 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $2.4M | 34k | 70.61 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.9 | $2.2M | -2% | 16k | 137.68 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.1M | 2.9k | 740.60 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.7 | $1.8M | 11k | 160.74 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $1.8M | -11% | 35k | 50.37 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.7M | 4.9k | 340.75 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.6M | +3% | 4.8k | 330.84 |
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| Cisco Systems (CSCO) | 0.6 | $1.6M | 15k | 107.63 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $1.5M | -9% | 16k | 97.74 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.5M | -6% | 3.0k | 512.93 |
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| Barrick Mng Corp Com Shs (B) | 0.6 | $1.5M | +3% | 36k | 40.67 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.4M | +2% | 5.3k | 264.74 |
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| Applied Materials (AMAT) | 0.5 | $1.2M | 2.4k | 511.38 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $1.2M | -5% | 5.9k | 209.45 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.5 | $1.2M | 9.5k | 126.52 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $1.2M | -5% | 3.4k | 356.90 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.1M | +7% | 1.6k | 700.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.1M | 3.2k | 344.08 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.4 | $962k | NEW | 14k | 68.50 |
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| Spdr Series Trust St Term High Etf (SJNK) | 0.4 | $929k | 38k | 24.25 |
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| Morgan Stanley Com New (MS) | 0.4 | $929k | +2% | 4.9k | 188.08 |
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| Merck & Co (MRK) | 0.4 | $914k | +5% | 6.3k | 145.31 |
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| Fortune Brands (FBIN) | 0.4 | $897k | 24k | 38.05 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $869k | NEW | 9.7k | 89.31 |
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| Meta Platforms Cl A (META) | 0.3 | $816k | 1.1k | 725.18 |
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| Target Corporation (TGT) | 0.3 | $811k | 5.2k | 156.68 |
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| Agnico (AEM) | 0.3 | $803k | 4.4k | 183.27 |
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| Arch Cap Group Ord (ACGL) | 0.3 | $767k | 8.3k | 92.36 |
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| Oracle Corporation (ORCL) | 0.3 | $763k | 5.6k | 137.29 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.3 | $686k | 13k | 51.90 |
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| International Business Machines (IBM) | 0.3 | $669k | 3.0k | 219.93 |
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| Qualcomm (QCOM) | 0.3 | $669k | +8% | 3.6k | 184.04 |
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| Verizon Communications (VZ) | 0.3 | $657k | +6% | 14k | 45.87 |
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| Broadcom (AVGO) | 0.3 | $657k | 1.9k | 351.19 |
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| McKesson Corporation (MCK) | 0.3 | $652k | 764.00 | 853.81 |
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| Boeing Company (BA) | 0.3 | $651k | 3.5k | 186.02 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $649k | -7% | 2.3k | 277.89 |
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| Spdr Series Trust St Str Sp Metal (XME) | 0.3 | $644k | 6.2k | 103.56 |
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| Procter & Gamble Company (PG) | 0.2 | $605k | +9% | 4.2k | 145.28 |
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| Newmont Mining Corporation (NEM) | 0.2 | $595k | +10% | 5.2k | 115.34 |
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| Abbvie (ABBV) | 0.2 | $594k | +2% | 2.3k | 261.53 |
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| NVIDIA Corporation (NVDA) | 0.2 | $579k | 2.5k | 228.38 |
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| Goldman Sachs (GS) | 0.2 | $552k | 613.00 | 900.71 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $532k | +6% | 1.0k | 509.25 |
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| Allstate Corporation (ALL) | 0.2 | $524k | +4% | 2.4k | 221.86 |
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| Pepsi (PEP) | 0.2 | $513k | +14% | 4.0k | 126.72 |
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| Shell Spon Ads (SHEL) | 0.2 | $468k | 4.9k | 95.05 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $450k | NEW | 2.8k | 162.72 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $447k | 5.2k | 85.48 |
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| Eagle Materials (EXP) | 0.2 | $431k | 2.5k | 171.02 |
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| Medtronic SHS (MDT) | 0.2 | $382k | +45% | 4.4k | 86.29 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $374k | 1.4k | 264.90 |
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| Baxter International (BAX) | 0.1 | $372k | +20% | 16k | 24.00 |
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| Spdr Series Trust St Str Bl 12 Etf (BILS) | 0.1 | $370k | -6% | 3.7k | 99.34 |
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $358k | 2.6k | 136.62 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $357k | +2% | 3.2k | 110.00 |
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| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.1 | $355k | 2.6k | 137.95 |
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| Spdr Series Trust Sp O&g Expl Pro (XOP) | 0.1 | $350k | 1.9k | 179.33 |
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| BP Sponsored Adr (BP) | 0.1 | $342k | +5% | 7.8k | 43.99 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $341k | 4.0k | 84.96 |
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| Danaher Corporation (DHR) | 0.1 | $339k | 1.5k | 221.49 |
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| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $334k | 3.1k | 106.88 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $324k | 1.4k | 228.11 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $310k | 2.0k | 155.25 |
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| Lululemon Athletica (LULU) | 0.1 | $308k | NEW | 3.2k | 96.19 |
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| McDonald's Corporation (MCD) | 0.1 | $303k | +5% | 1.3k | 230.94 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $302k | 2.4k | 125.67 |
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| Nucor Corporation (NUE) | 0.1 | $295k | +5% | 1.3k | 233.75 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $293k | 3.8k | 78.10 |
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| Expedia Group Com New (EXPE) | 0.1 | $290k | 1.1k | 263.36 |
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| Clorox Company (CLX) | 0.1 | $286k | +40% | 3.5k | 81.01 |
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| Coca-Cola Company (KO) | 0.1 | $281k | -2% | 3.3k | 86.08 |
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| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.1 | $279k | NEW | 1.2k | 231.03 |
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| Manulife Finl Corp (MFC) | 0.1 | $278k | 6.5k | 42.59 |
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| Tapestry (TPR) | 0.1 | $276k | 2.4k | 115.02 |
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| Nike CL B (NKE) | 0.1 | $267k | NEW | 7.5k | 35.40 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $265k | +12% | 548.00 | 483.48 |
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| Dell Technologies CL C (DELL) | 0.1 | $259k | 481.00 | 537.95 |
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| Ross Stores (ROST) | 0.1 | $248k | 1.1k | 233.50 |
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| eBay (EBAY) | 0.1 | $245k | 2.3k | 106.05 |
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| Cardinal Health (CAH) | 0.1 | $241k | 1.1k | 222.40 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $235k | -2% | 2.4k | 99.08 |
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| Associated Banc- (ASB) | 0.1 | $229k | 8.0k | 28.65 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $220k | 4.2k | 51.87 |
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| Huntington Ingalls Inds (HII) | 0.1 | $213k | +3% | 796.00 | 267.07 |
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| Schwab Strategic Tr Govt Mone Ma Etf (SGVT) | 0.1 | $211k | NEW | 2.1k | 100.77 |
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| TJX Companies (TJX) | 0.1 | $207k | 1.6k | 132.35 |
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| General Dynamics Corporation (GD) | 0.1 | $206k | 622.00 | 331.83 |
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| Bank of America Corporation (BAC) | 0.1 | $206k | +2% | 3.8k | 54.43 |
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| salesforce (CRM) | 0.1 | $203k | NEW | 882.00 | 229.57 |
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| Masterbrand Common Stock (MBC) | 0.1 | $182k | 26k | 7.00 |
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| Niagen Bioscience Com New (NAGE) | 0.0 | $67k | 23k | 2.92 |
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| Portillos Com Cl A (PTLO) | 0.0 | $57k | 16k | 3.53 |
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Past Filings by Insight 2811
SEC 13F filings are viewable for Insight 2811 going back to 2010
- Insight 2811 2026 Q3 filed Nov. 6, 2026
- 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