Insight 2811

Insight 2811 as of March 31, 2026

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 851k 58.54
Ishares Tr 20 Yr Tr Bd Etf (TLT) 9.8 $24M 271k 86.69
Ishares Tr Core S&p500 Etf (IVV) 9.0 $22M 33k 653.21
Ishares Tr Core Us Aggbd Et (AGG) 8.8 $21M 212k 99.27
Ishares Tr 1 3 Yr Treas Bd (SHY) 7.3 $17M 211k 82.57
Ishares Tr Rus 1000 Val Etf (IWD) 5.3 $13M 60k 213.67
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) 3.8 $9.1M 14k 650.34
Vanguard Scottsdale Fds Long Term Treas (VGLT) 3.1 $7.5M 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
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.3 $3.0M 15k 203.79
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $2.8M 6.5k 426.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.4M 5.0k 479.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.2M 34k 64.08
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.9 $2.1M 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 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 10k 145.74
Barrick Mng Corp Com Shs (B) 0.6 $1.4M 34k 40.79
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.4M 4.8k 286.86
JPMorgan Chase & Co. (JPM) 0.6 $1.4M 4.6k 294.15
Charles Schwab Corporation (SCHW) 0.6 $1.3M 14k 93.98
Johnson & Johnson (JNJ) 0.5 $1.2M 5.1k 244.44
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $1.2M 6.2k 189.59
Cisco Systems (CSCO) 0.5 $1.2M 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
Intel Corporation (INTC) 0.4 $1.0M 23k 44.13
Spdr Series Trust State Street Spd (SJNK) 0.4 $954k 38k 24.98
Alphabet Cap Stk Cl A (GOOGL) 0.4 $920k 3.2k 287.56
Fortune Brands (FBIN) 0.4 $919k 24k 38.97
Agnico (AEM) 0.4 $884k 4.4k 202.98
Applied Materials (AMAT) 0.4 $844k 2.5k 341.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $816k 1.4k 597.55
Oracle Corporation (ORCL) 0.3 $814k 5.5k 147.10
Arch Cap Group Ord (ACGL) 0.3 $801k 8.3k 95.99
Morgan Stanley Com New (MS) 0.3 $787k 4.8k 164.57
Select Sector Spdr Tr State Street Tec Put Option (XLK) 0.3 $744k 5.6k 132.90
International Business Machines (IBM) 0.3 $732k 3.0k 242.39
Merck & Co (MRK) 0.3 $690k 5.7k 120.29
Spdr Series Trust State Street Spd (XME) 0.3 $672k 6.2k 108.01
Verizon Communications (VZ) 0.3 $666k 13k 50.20
Boeing Company (BA) 0.3 $663k 3.3k 199.00
McKesson Corporation (MCK) 0.3 $661k 764.00 865.36
Ishares Tr Russell 2000 Etf (IWM) 0.3 $645k 2.6k 248.00
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $637k 13k 48.15
Meta Platforms Cl A (META) 0.3 $631k 1.1k 572.13
Target Corporation (TGT) 0.3 $599k 4.9k 121.19
Lockheed Martin Corporation (LMT) 0.2 $572k 947.00 604.39
Broadcom (AVGO) 0.2 $533k 1.7k 309.51
Procter & Gamble Company (PG) 0.2 $525k 3.6k 144.44
Goldman Sachs (GS) 0.2 $524k 619.00 846.20
Pepsi (PEP) 0.2 $508k 3.3k 155.29
Newmont Mining Corporation (NEM) 0.2 $505k 4.7k 108.25
Eagle Materials (EXP) 0.2 $477k 2.5k 189.45
Abbvie (ABBV) 0.2 $473k 2.2k 217.44
Exxon Mobil Corporation (XOM) 0.2 $457k 2.7k 169.69
Shell Spon Ads (SHEL) 0.2 $456k 4.9k 93.00
Allstate Corporation (ALL) 0.2 $446k 2.1k 207.34
Spdr Series Trust State Street Spd (BILS) 0.2 $445k 4.5k 99.44
NVIDIA Corporation (NVDA) 0.2 $438k 2.5k 174.40
Qualcomm (QCOM) 0.2 $424k 3.3k 128.78
McDonald's Corporation (MCD) 0.2 $367k 1.2k 310.79
Spdr Series Trust State Street Spd (XOP) 0.1 $354k 1.9k 181.83
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $354k 867.00 407.69
Tapestry (TPR) 0.1 $338k 2.4k 141.08
Ishares Gold Tr Ishares New (IAU) 0.1 $331k 3.8k 88.16
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $322k 3.2k 101.74
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.1 $321k 2.6k 125.03
BP Sponsored Adr (BP) 0.1 $317k 6.8k 47.00
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $314k 2.5k 124.46
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $313k 3.1k 101.95
Northrop Grumman Corporation (NOC) 0.1 $312k 457.00 682.24
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $310k 4.0k 77.11
Arthur J. Gallagher & Co. (AJG) 0.1 $303k 1.4k 216.58
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $291k 2.0k 145.79
Danaher Corporation (DHR) 0.1 $289k 1.5k 189.55
Huntington Ingalls Inds (HII) 0.1 $272k 715.00 379.90
Mueller Wtr Prods Com Ser A (MWA) 0.1 $257k 9.4k 27.49
Ishares Tr U.s. Tech Etf (IYW) 0.1 $256k 1.4k 181.42
Coca-Cola Company (KO) 0.1 $254k 3.3k 76.05
Expedia Group Com New (EXPE) 0.1 $254k 1.1k 230.89
TJX Companies (TJX) 0.1 $248k 1.6k 159.73
Cardinal Health (CAH) 0.1 $230k 1.1k 211.21
Ross Stores (ROST) 0.1 $230k 1.1k 216.70
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $226k 3.2k 70.51
Manulife Finl Corp (MFC) 0.1 $225k 6.5k 34.44
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $224k 4.2k 52.64
Kinder Morgan (KMI) 0.1 $218k 6.5k 33.53
Masterbrand Common Stock (MBC) 0.1 $216k 26k 8.31
General Dynamics Corporation (GD) 0.1 $212k 617.00 343.22
eBay (EBAY) 0.1 $209k 2.3k 91.02
Vanguard World Inf Tech Etf (VGT) 0.1 $209k 300.00 697.72
Associated Banc- (ASB) 0.1 $207k 8.0k 25.86
Baxter International (BAX) 0.1 $173k 10k 16.80
Niagen Bioscience Com New (NAGE) 0.0 $101k 23k 4.41
Portillos Com Cl A (PTLO) 0.0 $85k 16k 5.29