INSIGHT 2811, INC.
CIK 1334952 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $247.3M
- Posisi
- 108
- Per tanggal
- 30 Juni 2026
#5.764 dari 9.443 berdasarkan nilai 13F · top 61.0%
Nilai portofolio QoQ: +7.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 70,45%
- Bobot 25 kepemilikan teratas
- 83,76%
- Posisi di atas 1%
- 14
- Jumlah posisi efektif
- 12,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,27% Perkiraan pembelian $7.149.164 · penjualan $638.362
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 84,4% masih dipegang
- Posisi baru
- 8
- Meningkat
- 58
- Menurun
- 13
- Tertutup
- 1
Eksposur put-notional: 0,1% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
83,0%
Portofolio lengkap 108 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VGSH Vanguard Short-Term Treasury ETF | $49.603.658 | 20,06% | 852.297 | $-239.795 | Naik ×5 | ||
| IVV | $24.725.471 | 10,00% | 33.016 | $3.131.618 | Turun ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $23.406.166 | 9,46% | 270.842 | $-101.735 | Turun ×1 | ||
| AGG | $21.204.560 | 8,57% | 214.231 | $131.278 | Naik ×6 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $17.287.439 | 6,99% | 210.540 | $-150.850 | Turun ×1 | ||
| IWD | $14.788.318 | 5,98% | 61.000 | $2.027.019 | Naik ×2 | ||
| IEFA | $7.799.143 | 3,15% | 80.753 | $519.103 | Naik ×2 | ||
| VGLT Vanguard Long-Term Treasury ETF | $7.560.748 | 3,06% | 137.020 | $74.063 | Naik ×6 | ||
| BIL | $4.585.391 | 1,85% | 50.037 | $58.008 | Naik ×1 | ||
| IWF | $3.254.744 | 1,32% | 26.212 | $465.235 | Naik ×1 | ||
| VOOV | $3.251.096 | 1,31% | 14.831 | $244.420 | Naik ×6 | ||
| INTC Intel Corporation - Common Stock | $3.165.272 | 1,28% | 22.669 | $2.152.003 | Turun ×2 | ||
| SPY SPY | $3.119.258 | 1,26% | 4.177 | $512.695 | Naik ×2 | ||
| BRKB | $2.677.087 | 1,08% | 5.350 | $282.045 | Naik ×1 | ||
| IWP | $2.450.464 | 0,99% | 16.737 | $338.021 | Naik ×2 | ||
| VEA | $2.392.939 | 0,97% | 33.585 | $242.095 | Naik ×6 | ||
| AAPL Apple Inc. - Common Stock | $2.213.315 | 0,89% | 7.649 | $262.939 | Turun ×1 | ||
| JPST | $1.992.281 | 0,81% | 39.397 | $-149.509 | Turun ×6 | ||
| IWS | $1.845.660 | 0,75% | 11.213 | $356.343 | Naik ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1.793.040 | 0,73% | 2.480 | $948.819 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1.766.070 | 0,71% | 15.036 | $602.414 | Naik ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.709.084 | 0,69% | 4.837 | $330.129 | Naik ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1.602.730 | 0,65% | 17.370 | $262.481 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.531.457 | 0,62% | 4.679 | $173.958 | Naik ×3 | ||
| IWO | $1.404.861 | 0,57% | 3.566 | $288.325 | Naik ×2 | ||
| IWN | $1.382.500 | 0,56% | 6.250 | $199.648 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1.311.247 | 0,53% | 5.163 | $70.714 | Naik ×4 | ||
| VIOO | $1.309.282 | 0,53% | 9.519 | $214.231 | Turun ×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 | Naik ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $1.178.415 | 0,48% | 3.159 | $27.893 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.152.876 | 0,47% | 3.226 | $232.972 | Naik ×6 | ||
| VOO | $1.022.660 | 0,41% | 1.489 | $206.407 | Naik ×6 | ||
| MS Morgan Stanley Common Stock | $1.011.336 | 0,41% | 4.838 | $224.362 | Naik ×4 | ||
| SJNK | $945.033 | 0,38% | 37.756 | $-8.429 | Turun ×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 | Naik ×3 | ||
| ACGL Arch Capital Group Ltd. - Common Stock | $806.277 | 0,33% | 8.307 | $5.720 | Turun ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $765.346 | 0,31% | 5.956 | $75.242 | Naik ×1 | ||
| IWM | $757.735 | 0,31% | 2.522 | $112.935 | Turun ×5 | ||
| BA Boeing Company (The) Common Stock | $746.064 | 0,30% | 3.447 | $83.195 | Naik ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $702.615 | 0,28% | 1.860 | $169.639 | Naik ×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 | Naik ×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 | Naik ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $620.340 | 0,25% | 3.357 | $196.525 | Naik ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $616.119 | 0,25% | 609 | $92.319 | Turun ×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 | Naik ×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 | Naik ×2 | ||
| ABBV AbbVie Inc. Common Stock | $556.502 | 0,23% | 2.212 | $83.787 | Naik ×4 | ||
| ALL Allstate Corporation (The) Common Stock | $539.648 | 0,22% | 2.268 | $94.074 | Naik ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $507.629 | 0,21% | 2.537 | $69.187 | Naik ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $500.799 | 0,20% | 983 | $-71.558 | Naik ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $478.368 | 0,19% | 3.533 | $-29.430 | Naik ×6 | ||
| NEM Newmont Corporation | $434.870 | 0,18% | 4.656 | $-70.225 | Turun ×3 | ||
| VOOG | $428.717 | 0,17% | 5.189 | $75.246 | Naik ×6 | ||
| BILS | $395.036 | 0,16% | 3.975 | $-49.958 | Turun ×1 | ||
| VIOG | $388.925 | 0,16% | 2.535 | $75.157 | Naik ×4 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $381.497 | 0,15% | 4.920 | $-74.203 | Naik ×1 | ||
| IVOG | $377.310 | 0,15% | 2.579 | $56.356 | Naik ×4 | ||
| VIOV | $372.649 | 0,15% | 3.176 | $50.534 | Naik ×4 | ||
| XOM Exxon Mobil Corporation Common Stock | $370.043 | 0,15% | 2.707 | $-86.418 | Naik ×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 | Naik ×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 | Naik ×2 | ||
| AJG Arthur J. Gallagher & Co. Common Stock | $325.989 | 0,13% | 1.420 | $22.777 | Naik ×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 | Naik ×1 | ||
| VGT | $286.848 | 0,12% | 2.400 | $77.532 | Naik ×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 | Naik ×1 | ||
| BP BP p.l.c. Common Stock | $272.174 | 0,11% | 7.366 | $-45.217 | Naik ×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 | Naik ×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 | Naik ×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 | Naik ×1 | |||
| NOC Northrop Grumman Corporation Common Stock | $247.525 | 0,10% | 486 | $-64.259 | Naik ×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 | Naik ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $237.663 | 0,10% | 3.038 | Naik ×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 | Naik ×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 | Naik ×2 | ||
| BAC Bank of America Corporation Common Stock | $211.111 | 0,09% | 3.705 | ||||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VGSH | $49.603.658 | 20,06% | naik ×5 |
| AGG | $21.204.560 | 8,57% | naik ×6 |
| VGLT | $7.560.748 | 3,06% | naik ×6 |
| VOOV | $3.251.096 | 1,31% | naik ×6 |
| VEA | $2.392.939 | 0,97% | naik ×6 |
| CSCO | $1.766.070 | 0,71% | naik ×4 |
| JPM | $1.531.457 | 0,62% | naik ×3 |
| JNJ | $1.311.247 | 0,53% | naik ×4 |
| B | $1.272.474 | 0,51% | naik ×3 |
| GOOGL | $1.152.876 | 0,47% | naik ×6 |
| VOO | $1.022.660 | 0,41% | naik ×6 |
| MS | $1.011.336 | 0,41% | naik ×4 |
| ORCL | $813.865 | 0,33% | naik ×3 |
| BA | $746.064 | 0,30% | naik ×3 |
| TGT | $667.221 | 0,27% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Dipangkas | -42 | +$3.1M |
| INTC | Dipangkas | -292 | +$2.2M |
| IWD | Beli lebih banyak | +1K | +$2.0M |
| AMAT | Beli lebih banyak | +10 | +$949K |
| CSCO | Beli lebih banyak | +38 | +$602K |
| IEFA | Beli lebih banyak | +337 | +$519K |
| SPY | Beli lebih banyak | +169 | +$513K |
| IWF | Beli lebih banyak | +20K | +$465K |
| FBIN | Hanya pergerakan harga | +0 | +$376K |
| IWS | Beli lebih banyak | +994 | +$356K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| HELO | 30 Juni 2025 | 15.930 | $950.702 | Tidak lagi dilacak |
| GOLD | 30 Juni 2025 | 36.612 | $711.737 | 102,1% |
| MDLZ | 31 Des. 2025 | 10.884 | $679.923 | 18,6% |
| COWG | 30 Juni 2025 | 13.950 | $429.521 | |
| PFE | 31 Maret 2026 | 12.632 | $314.537 | 0,7% |
| RBLX | 31 Des. 2025 | 2.170 | $300.588 | -52,9% |
| DIVZ | 31 Des. 2025 | 8.105 | $294.904 | Tidak lagi dilacak |
| JULZ | 31 Maret 2026 | 6.830 | $287.685 | Tidak lagi dilacak |
| DTE | 30 Juni 2025 | 1.900 | $262.713 | 6,6% |
| CMCSA | 30 Juni 2025 | 6.446 | $237.857 | -25,0% |
| JEPI | 31 Maret 2026 | 4.105 | $234.970 | Tidak lagi dilacak |
| FIS | 30 Sep. 2025 | 2.858 | $232.670 | -36,3% |
| NOVZ | 31 Des. 2025 | 5.131 | $228.887 | Tidak lagi dilacak |
| FEBZ | 31 Maret 2025 | 6.613 | $227.355 | Tidak lagi dilacak |
| KTOS | 30 Juni 2026 | 3.200 | $225.632 | 19,6% |
| IYW | 31 Maret 2025 | 1.410 | $224.923 | Tidak lagi dilacak |
| AZO | 31 Des. 2025 | 52 | $223.092 | -7,4% |
| AZO | 30 Juni 2025 | 58 | $221.141 | -15,4% |
| DECZXXXX | 31 Maret 2025 | 5.683 | $210.328 | Tidak lagi dilacak |
| BP | 30 Juni 2025 | 6.131 | $207.166 | 47,2% |
| EXPE | 31 Maret 2025 | 1.100 | $204.963 | 96,5% |
| BAC | 31 Maret 2026 | 3.705 | $203.775 | 31,4% |
| PTLO | 31 Maret 2025 | 12.491 | $117.415 | -58,3% |