Insight 2811

Insight 2811 as of June 30, 2026

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