INSIGHT 2811, INC.
CIK 1334952 · View on SEC EDGAR ↗
- Portfolio value
- $247.3M
- Positions
- 108
- As of
- June 30, 2026
#5,764 of 9,443 by 13F value · top 61.0%
Portfolio value QoQ: +7.4% 13F does not disclose cash
- Top 10 holdings weight
- 70.45%
- Top 25 holdings weight
- 83.76%
- Positions above 1%
- 14
- Effective number of positions
- 12.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.27% Est. buys $7,149,164 · sells $638,362
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 84.4% still held
- New positions
- 8
- Increased
- 58
- Decreased
- 13
- Closed
- 1
Put-notional exposure: 0.1% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
4.9%
Industrials
1.9%
Healthcare
1.8%
Financials
1.6%
Communication Services
1.4%
Financial Services
1.3%
Materials
1.1%
Communications
0.7%
Retail
0.6%
Energy
0.5%
Consumer Discretionary
0.4%
Consumer products
0.3%
Consumer Staples
0.3%
Telecommunication
0.2%
Other/Unmapped
83.0%
Full portfolio 108 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VGSH Vanguard Short-Term Treasury ETF | $49,603,658 | 20.06% | 852,297 | $-239,795 | Up ×5 | ||
| IVV | $24,725,471 | 10.00% | 33,016 | $3,131,618 | Down ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $23,406,166 | 9.46% | 270,842 | $-101,735 | Down ×1 | ||
| AGG | $21,204,560 | 8.57% | 214,231 | $131,278 | Up ×6 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $17,287,439 | 6.99% | 210,540 | $-150,850 | Down ×1 | ||
| IWD | $14,788,318 | 5.98% | 61,000 | $2,027,019 | Up ×2 | ||
| IEFA | $7,799,143 | 3.15% | 80,753 | $519,103 | Up ×2 | ||
| VGLT Vanguard Long-Term Treasury ETF | $7,560,748 | 3.06% | 137,020 | $74,063 | Up ×6 | ||
| BIL | $4,585,391 | 1.85% | 50,037 | $58,008 | Up ×1 | ||
| IWF | $3,254,744 | 1.32% | 26,212 | $465,235 | Up ×1 | ||
| VOOV | $3,251,096 | 1.31% | 14,831 | $244,420 | Up ×6 | ||
| INTC Intel Corporation - Common Stock | $3,165,272 | 1.28% | 22,669 | $2,152,003 | Down ×2 | ||
| SPY SPY | $3,119,258 | 1.26% | 4,177 | $512,695 | Up ×2 | ||
| BRKB | $2,677,087 | 1.08% | 5,350 | $282,045 | Up ×1 | ||
| IWP | $2,450,464 | 0.99% | 16,737 | $338,021 | Up ×2 | ||
| VEA | $2,392,939 | 0.97% | 33,585 | $242,095 | Up ×6 | ||
| AAPL Apple Inc. - Common Stock | $2,213,315 | 0.89% | 7,649 | $262,939 | Down ×1 | ||
| JPST | $1,992,281 | 0.81% | 39,397 | $-149,509 | Down ×6 | ||
| IWS | $1,845,660 | 0.75% | 11,213 | $356,343 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1,793,040 | 0.73% | 2,480 | $948,819 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,766,070 | 0.71% | 15,036 | $602,414 | Up ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,709,084 | 0.69% | 4,837 | $330,129 | Up ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1,602,730 | 0.65% | 17,370 | $262,481 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,531,457 | 0.62% | 4,679 | $173,958 | Up ×3 | ||
| IWO | $1,404,861 | 0.57% | 3,566 | $288,325 | Up ×2 | ||
| IWN | $1,382,500 | 0.56% | 6,250 | $199,648 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1,311,247 | 0.53% | 5,163 | $70,714 | Up ×4 | ||
| VIOO | $1,309,282 | 0.53% | 9,519 | $214,231 | Down ×1 | ||
| FBIN Fortune Brands Innovations, Inc. Common Stock | $1,294,103 | 0.52% | 23,572 | $375,502 | |||
| B Barrick Mining Corporation Common Shares | $1,272,474 | 0.51% | 34,644 | $-118,669 | Up ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $1,178,415 | 0.48% | 3,159 | $27,893 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,152,876 | 0.47% | 3,226 | $232,972 | Up ×6 | ||
| VOO | $1,022,660 | 0.41% | 1,489 | $206,407 | Up ×6 | ||
| MS Morgan Stanley Common Stock | $1,011,336 | 0.41% | 4,838 | $224,362 | Up ×4 | ||
| SJNK | $945,033 | 0.38% | 37,756 | $-8,429 | Down ×1 | ||
| IBM International Business Machines Corporation Common Stock | $849,535 | 0.34% | 3,021 | $117,275 | |||
| ORCL Oracle Corporation Common Stock | $813,865 | 0.33% | 5,554 | $-462 | Up ×3 | ||
| ACGL Arch Capital Group Ltd. - Common Stock | $806,277 | 0.33% | 8,307 | $5,720 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $765,346 | 0.31% | 5,956 | $75,242 | Up ×1 | ||
| IWM | $757,735 | 0.31% | 2,522 | $112,935 | Down ×5 | ||
| BA Boeing Company (The) Common Stock | $746,064 | 0.30% | 3,447 | $83,195 | Up ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $702,615 | 0.28% | 1,860 | $169,639 | Up ×2 | ||
| IHDG | $692,411 | 0.28% | 13,219 | $55,916 | |||
| AEM Agnico Eagle Mines Limited Common Stock | $675,281 | 0.27% | 4,353 | $-208,291 | |||
| TGT Target Corporation Common Stock | $667,221 | 0.27% | 5,109 | $67,948 | Up ×6 | ||
| XME XME | $665,318 | 0.27% | 6,222 | $-6,720 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $628,632 | 0.25% | 1,116 | $-2,427 | Up ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $620,340 | 0.25% | 3,357 | $196,525 | Up ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $616,119 | 0.25% | 609 | $92,319 | Down ×1 | ||
| MCK McKesson Corporation Common Stock | $577,278 | 0.23% | 764 | $-83,857 | |||
| VZ Verizon Communications Inc. Common Stock | $568,838 | 0.23% | 13,435 | $-97,015 | Up ×3 | ||
| EXP Eagle Materials Inc Common Stock | $567,000 | 0.23% | 2,520 | $89,586 | |||
| PG Procter & Gamble Company (The) Common Stock | $558,992 | 0.23% | 3,812 | $34,241 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $556,502 | 0.23% | 2,212 | $83,787 | Up ×4 | ||
| ALL Allstate Corporation (The) Common Stock | $539,648 | 0.22% | 2,268 | $94,074 | Up ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $507,629 | 0.21% | 2,537 | $69,187 | Up ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $500,799 | 0.20% | 983 | $-71,558 | Up ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $478,368 | 0.19% | 3,533 | $-29,430 | Up ×6 | ||
| NEM Newmont Corporation | $434,870 | 0.18% | 4,656 | $-70,225 | Down ×3 | ||
| VOOG | $428,717 | 0.17% | 5,189 | $75,246 | Up ×6 | ||
| BILS | $395,036 | 0.16% | 3,975 | $-49,958 | Down ×1 | ||
| VIOG | $388,925 | 0.16% | 2,535 | $75,157 | Up ×4 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $381,497 | 0.15% | 4,920 | $-74,203 | Up ×1 | ||
| IVOG | $377,310 | 0.15% | 2,579 | $56,356 | Up ×4 | ||
| VIOV | $372,649 | 0.15% | 3,176 | $50,534 | Up ×4 | ||
| XOM Exxon Mobil Corporation Common Stock | $370,043 | 0.15% | 2,707 | $-86,418 | Up ×5 | ||
| IYW | $355,644 | 0.14% | 1,410 | $99,842 | |||
| TPR Tapestry, Inc. Common Stock | $350,800 | 0.14% | 2,397 | $12,630 | |||
| IVOV | $350,545 | 0.14% | 3,073 | $37,347 | Up ×5 | ||
| VXUS Vanguard Total International Stock ETF | $343,413 | 0.14% | 4,017 | $33,662 | |||
| MCD McDonald's Corporation Common Stock | $335,455 | 0.14% | 1,241 | $-31,277 | Up ×2 | ||
| AJG Arthur J. Gallagher & Co. Common Stock | $325,989 | 0.13% | 1,420 | $22,777 | Up ×1 | ||
| VSS | $307,809 | 0.12% | 1,995 | $16,958 | |||
| XOP | $300,653 | 0.12% | 1,949 | $-53,734 | |||
| DHR Danaher Corporation Common Stock | $296,308 | 0.12% | 1,556 | $7,057 | Up ×1 | ||
| VGT | $286,848 | 0.12% | 2,400 | $77,532 | Up ×1 | ||
| IAU | $283,540 | 0.11% | 3,755 | $-47,501 | |||
| EXPE Expedia Group, Inc. - Common Stock | $281,468 | 0.11% | 1,100 | $27,489 | |||
| BAX Baxter International Inc. Common Stock | $273,578 | 0.11% | 12,832 | $100,790 | Up ×1 | ||
| BP BP p.l.c. Common Stock | $272,174 | 0.11% | 7,366 | $-45,217 | Up ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $271,523 | 0.11% | 3,341 | $17,440 | |||
| MBC MasterBrand, Inc. Common Stock | $267,355 | 0.11% | 25,982 | $51,445 | |||
| NUE Nucor Corporation Common Stock | $267,300 | 0.11% | 1,200 | Up ×1 | |||
| MFC Manulife Financial Corporation Common Stock | $264,368 | 0.11% | 6,526 | $39,613 | |||
| CAH Cardinal Health, Inc. Common Stock | $260,247 | 0.11% | 1,096 | $30,236 | Up ×2 | ||
| EBAY eBay Inc. - Common Stock | $257,025 | 0.10% | 2,300 | $47,679 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $249,510 | 0.10% | 2,439 | Up ×1 | |||
| NOC Northrop Grumman Corporation Common Stock | $247,525 | 0.10% | 486 | $-64,259 | Up ×4 | ||
| ASB Associated Banc-Corp Common Stock | $246,160 | 0.10% | 8,000 | $39,280 | |||
| MWA MUELLER WATER PRODUCTS Common Stock | $241,808 | 0.10% | 9,362 | $-15,540 | |||
| CLX Clorox Company (The) Common Stock | $240,509 | 0.10% | 2,520 | Up ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $237,663 | 0.10% | 3,038 | Up ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $235,181 | 0.10% | 1,552 | $-12,714 | |||
| ROST Ross Stores, Inc. - Common Stock | $225,920 | 0.09% | 1,061 | $-3,997 | |||
| CMI Cummins Inc. Common Stock | $221,195 | 0.09% | 310 | Up ×1 | |||
| AMLP | $220,207 | 0.09% | 4,247 | $-3,355 | |||
| GD General Dynamics Corporation Common Stock | $218,566 | 0.09% | 617 | $6,799 | |||
| QQQ Invesco QQQ Trust, Series 1 | $215,818 | 0.09% | 293 | $46,663 | |||
| HII Huntington Ingalls Industries, Inc. Common Stock | $215,235 | 0.09% | 769 | $-56,394 | Up ×2 | ||
| BAC Bank of America Corporation Common Stock | $211,111 | 0.09% | 3,705 | ||||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VGSH | $49,603,658 | 20.06% | up ×5 |
| AGG | $21,204,560 | 8.57% | up ×6 |
| VGLT | $7,560,748 | 3.06% | up ×6 |
| VOOV | $3,251,096 | 1.31% | up ×6 |
| VEA | $2,392,939 | 0.97% | up ×6 |
| CSCO | $1,766,070 | 0.71% | up ×4 |
| JPM | $1,531,457 | 0.62% | up ×3 |
| JNJ | $1,311,247 | 0.53% | up ×4 |
| B | $1,272,474 | 0.51% | up ×3 |
| GOOGL | $1,152,876 | 0.47% | up ×6 |
| VOO | $1,022,660 | 0.41% | up ×6 |
| MS | $1,011,336 | 0.41% | up ×4 |
| ORCL | $813,865 | 0.33% | up ×3 |
| BA | $746,064 | 0.30% | up ×3 |
| TGT | $667,221 | 0.27% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Trimmed | -42 | +$3.1M |
| INTC | Trimmed | -292 | +$2.2M |
| IWD | Bought more | +1K | +$2.0M |
| AMAT | Bought more | +10 | +$949K |
| CSCO | Bought more | +38 | +$602K |
| IEFA | Bought more | +337 | +$519K |
| SPY | Bought more | +169 | +$513K |
| IWF | Bought more | +20K | +$465K |
| FBIN | Price move only | +0 | +$376K |
| IWS | Bought more | +994 | +$356K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| HELO | June 30, 2025 | 15,930 | $950,702 | No longer tracked |
| GOLD | June 30, 2025 | 36,612 | $711,737 | 102.1% |
| MDLZ | Dec. 31, 2025 | 10,884 | $679,923 | 18.6% |
| COWG | June 30, 2025 | 13,950 | $429,521 | |
| PFE | March 31, 2026 | 12,632 | $314,537 | 0.7% |
| RBLX | Dec. 31, 2025 | 2,170 | $300,588 | -52.9% |
| DIVZ | Dec. 31, 2025 | 8,105 | $294,904 | No longer tracked |
| JULZ | March 31, 2026 | 6,830 | $287,685 | No longer tracked |
| DTE | June 30, 2025 | 1,900 | $262,713 | 6.6% |
| CMCSA | June 30, 2025 | 6,446 | $237,857 | -25.0% |
| JEPI | March 31, 2026 | 4,105 | $234,970 | No longer tracked |
| FIS | Sept. 30, 2025 | 2,858 | $232,670 | -36.3% |
| NOVZ | Dec. 31, 2025 | 5,131 | $228,887 | No longer tracked |
| FEBZ | March 31, 2025 | 6,613 | $227,355 | No longer tracked |
| KTOS | June 30, 2026 | 3,200 | $225,632 | 19.6% |
| IYW | March 31, 2025 | 1,410 | $224,923 | No longer tracked |
| AZO | Dec. 31, 2025 | 52 | $223,092 | -7.4% |
| AZO | June 30, 2025 | 58 | $221,141 | -15.4% |
| DECZXXXX | March 31, 2025 | 5,683 | $210,328 | No longer tracked |
| BP | June 30, 2025 | 6,131 | $207,166 | 47.2% |
| EXPE | March 31, 2025 | 1,100 | $204,963 | 96.5% |
| BAC | March 31, 2026 | 3,705 | $203,775 | 31.4% |
| PTLO | March 31, 2025 | 12,491 | $117,415 | -58.3% |