Insight 2811

Insight 2811 as of Dec. 31, 2025

Portfolio Holdings for Insight 2811

Insight 2811 holds 98 positions in its portfolio as reported in the December 2025 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 $48M 824k 58.73
Ishares Tr 20 Yr Tr Bd Etf (TLT) 9.6 $22M 256k 87.16
Ishares Tr Core S&p500 Etf (IVV) 9.5 $22M 32k 684.94
Ishares Tr Core Us Aggbd Et (AGG) 8.7 $20M 203k 99.88
Ishares Tr 1 3 Yr Treas Bd (SHY) 7.4 $17M 208k 82.82
Ishares Tr Rus 1000 Val Etf (IWD) 5.3 $12M 59k 210.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.7 $8.5M 12k 681.92
Vanguard Scottsdale Fds Long Term Treas (VGLT) 3.1 $7.2M 129k 55.80
Ishares Tr Core Msci Eafe (IEFA) 3.0 $7.1M 79k 89.46
Spdr Series Trust State Street Spd (BIL) 2.0 $4.6M 50k 91.38
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $3.2M 6.8k 473.30
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.3 $2.9M 14k 204.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $2.6M 5.2k 502.65
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.0 $2.2M 16k 136.94
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.0 $2.2M 44k 50.59
Apple (AAPL) 0.9 $2.1M 7.7k 271.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.0M 33k 62.47
Microsoft Corporation (MSFT) 0.6 $1.5M 3.1k 483.63
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.5M 4.7k 313.80
Barrick Mng Corp Com Shs (B) 0.6 $1.5M 34k 43.55
Charles Schwab Corporation (SCHW) 0.6 $1.4M 14k 99.91
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $1.4M 10k 141.05
JPMorgan Chase & Co. (JPM) 0.5 $1.2M 3.9k 322.22
Fortune Brands (FBIN) 0.5 $1.2M 24k 50.02
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $1.1M 3.5k 323.01
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $1.1M 6.2k 181.21
Cisco Systems (CSCO) 0.5 $1.1M 14k 77.03
Oracle Corporation (ORCL) 0.5 $1.1M 5.5k 194.89
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.5 $1.0M 9.4k 110.96
Johnson & Johnson (JNJ) 0.4 $1.0M 5.0k 206.95
Alphabet Cap Stk Cl A (GOOGL) 0.4 $978k 3.1k 313.00
Spdr Series Trust State Street Spd (SJNK) 0.4 $928k 37k 25.32
International Business Machines (IBM) 0.4 $897k 3.0k 296.21
Intel Corporation (INTC) 0.4 $876k 24k 36.90
Morgan Stanley Com New (MS) 0.4 $820k 4.6k 177.53
Arch Cap Group Ord (ACGL) 0.3 $800k 8.3k 95.92
Ishares Tr Russell 2000 Etf (IWM) 0.3 $767k 3.1k 246.16
Agnico (AEM) 0.3 $741k 4.4k 169.53
Meta Platforms Cl A (META) 0.3 $728k 1.1k 660.09
Boeing Company (BA) 0.3 $694k 3.2k 217.09
Merck & Co (MRK) 0.3 $675k 6.4k 105.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $651k 1.0k 627.13
Applied Materials (AMAT) 0.3 $647k 2.5k 256.99
Spdr Series Trust State Street Spd (XME) 0.3 $645k 6.2k 103.61
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $643k 13k 48.66
McKesson Corporation (MCK) 0.3 $627k 764.00 820.29
Broadcom (AVGO) 0.2 $550k 1.6k 346.10
Newmont Mining Corporation (NEM) 0.2 $547k 5.5k 99.85
Goldman Sachs (GS) 0.2 $544k 619.00 879.16
Eagle Materials (EXP) 0.2 $542k 2.6k 206.68
Verizon Communications (VZ) 0.2 $533k 13k 40.73
NVIDIA Corporation (NVDA) 0.2 $506k 2.7k 186.50
Abbvie (ABBV) 0.2 $491k 2.1k 228.44
Procter & Gamble Company (PG) 0.2 $480k 3.3k 143.31
Target Corporation (TGT) 0.2 $461k 4.7k 97.75
Qualcomm (QCOM) 0.2 $444k 2.6k 171.05
Lockheed Martin Corporation (LMT) 0.2 $441k 911.00 483.67
Spdr Series Trust State Street Spd (BILS) 0.2 $436k 4.4k 99.22
Allstate Corporation (ALL) 0.2 $397k 1.9k 208.15
Pepsi (PEP) 0.2 $396k 2.8k 143.52
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $375k 843.00 444.59
Arthur J. Gallagher & Co. (AJG) 0.2 $362k 1.4k 258.79
Shell Spon Ads (SHEL) 0.2 $360k 4.9k 73.48
McDonald's Corporation (MCD) 0.2 $351k 1.1k 305.63
Danaher Corporation (DHR) 0.2 $350k 1.5k 228.86
Exxon Mobil Corporation (XOM) 0.1 $322k 2.7k 120.35
Pfizer (PFE) 0.1 $315k 13k 24.90
Expedia Group Com New (EXPE) 0.1 $312k 1.1k 283.31
Tapestry (TPR) 0.1 $306k 2.4k 127.74
Ishares Gold Tr Ishares New (IAU) 0.1 $305k 3.8k 81.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $303k 4.0k 75.44
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $300k 3.1k 97.76
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.1 $299k 2.5k 120.20
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $298k 3.0k 101.01
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $295k 2.4k 121.29
Elevation Series Trust Trueshares Strct (JULZ) 0.1 $288k 6.8k 42.12
Masterbrand Common Stock (MBC) 0.1 $287k 26k 11.04
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $286k 2.0k 143.33
Ishares Tr U.s. Tech Etf (IYW) 0.1 $282k 1.4k 199.68
Associated Banc- (ASB) 0.1 $258k 10k 25.76
Northrop Grumman Corporation (NOC) 0.1 $253k 443.00 570.21
Spdr Series Trust State Street Spd (XOP) 0.1 $246k 1.9k 126.26
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $243k 3.2k 75.91
TJX Companies (TJX) 0.1 $238k 1.6k 153.63
Manulife Finl Corp (MFC) 0.1 $237k 6.5k 36.28
Coca-Cola Company (KO) 0.1 $237k 3.4k 69.91
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $235k 4.1k 57.24
Huntington Ingalls Inds (HII) 0.1 $229k 672.00 340.07
Vanguard World Inf Tech Etf (VGT) 0.1 $226k 300.00 753.78
Mueller Wtr Prods Com Ser A (MWA) 0.1 $223k 9.4k 23.82
Cardinal Health (CAH) 0.1 $218k 1.1k 205.40
BP Sponsored Adr (BP) 0.1 $216k 6.2k 34.73
eBay (EBAY) 0.1 $209k 2.4k 87.10
General Dynamics Corporation (GD) 0.1 $208k 617.00 336.66
Bank of America Corporation (BAC) 0.1 $204k 3.7k 55.00
Niagen Bioscience Com New (NAGE) 0.1 $145k 23k 6.36
Portillos Com Cl A (PTLO) 0.0 $113k 25k 4.54
Select Sector Spdr Tr State Street Tec Put Option (XLK) 0.0 $688.500000 15k 0.05