INSIGHT 2811, INC.
Sector Allocation
- Other81.5%$201.3M
- Technology7.1%$17.6M
- Financials4.4%$10.8M
- Industrials1.5%$3.6M
- Healthcare1.4%$3.5M
- Materials1.3%$3.2M
- Consumer Staples1.2%$3.1M
- Consumer Discretionary0.8%$2.0M
- Energy0.5%$1.2M
- Communication Services0.2%$568,838
AUM History
13fpro.ai/research/fund/insight-2811-inc-1334952
Conviction and streaks
Diversifying · top 10 = 70.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$49.6M
- ISHARES$24.7M
- ISHARES$23.4M
- ISHARES$21.2M
- ISHARES$17.3M
- ISHARES$14.8M
- ISHARES$7.8M
- VANGUARD$7.6M
- SPDR$4.6M
- ISHARES$3.3M
- VANGUARD$3.3M
INTC
$3.2MSPY
$3.1MBRK.B
$2.7M- ISHARES$2.5M
- VANGUARD$2.4M
AAPL
$2.2M- J$2.0M
- ISHARES$1.8M
AMAT
$1.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/insight-2811-inc-1334952
INSIGHT 2811, INC. 13F holdings — Q2 2026
$258.5M portfolio (+8.1% QoQ) · 108 holdings · Q2 2026 13F · top 10 are 71% of the stock portfolio
Includes $11.6M of put/call options ($11.6M puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $247.0M. Weights use the stock portfolio.
- 1
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
$49.6M
20.1% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE S&P500 ETF
$24.7M
10.0% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - 20 YR TR BD ETF
$23.4M
9.5% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE US AGGBD ET
$21.2M
8.6% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - 1 3 YR TREAS BD
$17.3M
7.0% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - RUS 1000 VAL ETF
$14.8M
6.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE MSCI EAFE
$7.8M
3.2% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD SCOTTSDALE FDS - LONG TERM TREAS
$7.6M
3.1% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SPDR SERIES TRUST - ST STR BLO 1 ETF
$4.6M
1.9% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - RUS 1000 GRW ETF
$3.3M
1.3% of stocks
+301%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $49.6M | 20.1% | +0.1% | — | — | — | — | |
| 2 | ISHARES TR - CORE S&P500 ETF | $24.7M | 10.0% | -0.1% | — | — | — | — | |
| 3 | ISHARES TR - 20 YR TR BD ETF | $23.4M | 9.5% | -0.1% | — | — | — | — | |
| 4 | ISHARES TR - CORE US AGGBD ET | $21.2M | 8.6% | +0.9% | — | — | — | — | |
| 5 | ISHARES TR - 1 3 YR TREAS BD | $17.3M | 7.0% | -0.3% | — | — | — | — | |
| 6 | ISHARES TR - RUS 1000 VAL ETF | $14.8M | 6.0% | +2% | — | — | — | — | |
| 7 | ISHARES TR - CORE MSCI EAFE | $7.8M | 3.2% | +0.4% | — | — | — | — | |
| 8 | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $7.6M | 3.1% | +1% | — | — | — | — | |
| 9 | SPDR SERIES TRUST - ST STR BLO 1 ETF | $4.6M | 1.9% | +1% | — | — | — | — | |
| 10 | ISHARES TR - RUS 1000 GRW ETF | $3.3M | 1.3% | +301% | — | — | — | — |
All holdings — INSIGHT 2811, INC. (Q2 2026)
108 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SPDR S&P 500 ETF TRUST | — | $8.6M | — | 12K | +15% | — | — | 13F | |
| 12 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FDetf/fund | — | $3.3M | 1.3% | 15K | +0.5% | — | — | 13F |
| 13 | INTEL CORP | Technology | $3.2M | 1.3% | 23K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | 45.6 | 13F | |
| 14 | SPDR S&P 500 ETF TRUSTetf/fund | — | $3.1M | 1.3% | 4,177 | +4% | 10+ qtrsAdded 2 qtrs in a row | — | 13F | |
| 15 | BERKSHIRE HATHAWAY INC | Financials | $2.7M | 1.1% | 5,350 | +7% | 10+ qtrs | 73.5 | 13F | |
| 16 | — | ISHARES TR - RUS MD CP GR ETFetf/fund | — | $2.5M | 1.0% | 17K | +2% | — | — | 13F |
| 17 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $2.4M | 1.0% | 34K | +0.1% | — | — | 13F |
| 18 | Apple Inc. | Technology | $2.2M | 0.9% | 7,649 | -0.5% | 10+ qtrs | 75.7 | 13F | |
| 19 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund | — | $2.0M | 0.8% | 39K | -7% | — | — | 13F |
| 20 | INVESCO QQQ TRUST, SERIES 1 | — | $1.9M | — | 2,600 | -19% | — | — | 13F | |
| 21 | — | ISHARES TR - RUS MDCP VAL ETFetf/fund | — | $1.8M | 0.8% | 11K | +10% | — | — | 13F |
| 22 | APPLIED MATERIALS INC /DE | Technology | $1.8M | 0.7% | 2,480 | +0.4% | 10+ qtrs | 71.6 | 13F | |
| 23 | CISCO SYSTEMS, INC. | Technology | $1.8M | 0.7% | 15K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $1.7M | 0.7% | 4,837 | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SCHWAB CHARLES CORP | Financials | $1.6M | 0.7% | 17K | +22% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $JPM | JPMORGAN CHASE & CO | Financials | $1.5M | 0.6% | 4,679 | +1% | |||
| 27 | — | ISHARES TR - RUS 2000 GRW ETF | — | $1.4M | 0.6% | 3,566 | +0.2% | |||
| 28 | — | ISHARES TR - RUS 2000 VAL ETF | — | $1.4M | 0.6% | 6,250 | +0.2% | |||
| 29 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.3M | 0.5% | 5,163 | +2% | |||
| 30 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | — | $1.3M | 0.5% | 9,519 | -0.2% | |||
| 31 | $FBIN | Fortune Brands Innovations, Inc. | Industrials | $1.3M | 0.5% | 24K | — | |||
| 32 | $B | BARRICK MINING CORP | Materials | $1.3M | 0.5% | 35K | +2% | |||
| 33 | $MSFT | MICROSOFT CORP | Technology | $1.2M | 0.5% | 3,159 | +2% | |||
| 34 | $GOOGL | Alphabet Inc. | Technology | $1.2M | 0.5% | 3,226 | +0.8% | |||
| 35 | — PUT | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.1M | — | 5,600 | — | |||
| 36 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.0M | 0.4% | 1,489 | +9% | |||
| 37 | $MS | MORGAN STANLEY | Financials | $1.0M | 0.4% | 4,838 | +1% | |||
| 38 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | — | $945K | 0.4% | 38K | -1% | |||
| 39 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $850K | 0.3% | 3,021 | — | |||
| 40 | $ORCL | ORACLE CORP | Technology | $814K | 0.3% | 5,554 | +0.3% | |||
| 41 | $ACGL | ARCH CAPITAL GROUP LTD. | Financials | $806K | 0.3% | 8,307 | -0.4% | |||
| 42 | $MRK | Merck & Co., Inc. | Healthcare | $765K | 0.3% | 5,956 | +4% | |||
| 43 | — | ISHARES TR - RUSSELL 2000 ETF | — | $758K | 0.3% | 2,522 | -3% | |||
| 44 | $BA | BOEING CO | Industrials | $746K | 0.3% | 3,447 | +3% | |||
| 45 | $AVGO | Broadcom Inc. | Technology | $703K | 0.3% | 1,860 | +8% | |||
| 46 | $WT | WisdomTree, Inc. | Financials | $692K | 0.3% | 13K | — | |||
| 47 | $AEM | AGNICO EAGLE MINES LTD | Materials | $675K | 0.3% | 4,353 | — | |||
| 48 | $TGT | TARGET CORP | Consumer Staples | $667K | 0.3% | 5,109 | +3% | |||
| 49 | — | SPDR SERIES TRUST - ST STR SP METAL | — | $665K | 0.3% | 6,222 | — | |||
| 50 | $META | Meta Platforms, Inc. | Technology | $629K | 0.3% | 1,116 | +1% | |||
| 51 | $QCOM | QUALCOMM INC/DE | Technology | $620K | 0.3% | 3,357 | +2% | |||
| 52 | $GS | GOLDMAN SACHS GROUP INC | Financials | $616K | 0.3% | 609 | -2% | |||
| 53 | $MCK | MCKESSON CORP | Consumer Staples | $577K | 0.2% | 764 | — | |||
| 54 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $569K | 0.2% | 13K | +1% | |||
| 55 | $EXP | EAGLE MATERIALS INC | Materials | $567K | 0.2% | 2,520 | — | |||
| 56 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $559K | 0.2% | 3,812 | +5% | |||
| 57 | $ABBV | AbbVie Inc. | Healthcare | $557K | 0.2% | 2,212 | +2% | |||
| 58 | $ALL | ALLSTATE CORP | Financials | $540K | 0.2% | 2,268 | +6% | |||
| 59 | $NVDA | NVIDIA CORP | Technology | $508K | 0.2% | 2,537 | +0.9% | |||
| 60 | $LMT | LOCKHEED MARTIN CORP | Industrials | $501K | 0.2% | 983 | +4% | |||
| 61 | $PEP | PEPSICO INC | Consumer Staples | $478K | 0.2% | 3,533 | +8% | |||
| 62 | $NEM | NEWMONT Corp /DE/ | Materials | $435K | 0.2% | 4,656 | -0.2% | |||
| 63 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $429K | 0.2% | 5,189 | +499% | |||
| 64 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | — | $395K | 0.2% | 3,975 | -11% | |||
| 65 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | — | $389K | 0.2% | 2,535 | +0.6% | |||
| 66 | $SHEL | Shell plc | Energy | $381K | 0.1% | 4,920 | +0.4% | |||
| 67 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | — | $377K | 0.1% | 2,579 | +0.5% | |||
| 68 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | — | $373K | 0.1% | 3,176 | +0.3% | |||
| 69 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $370K | 0.1% | 2,707 | +0.6% | |||
| 70 | — | ISHARES TR - U.S. TECH ETF | — | $356K | 0.1% | 1,410 | — | |||
| 71 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $351K | 0.1% | 2,397 | — | |||
| 72 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 VAL | — | $351K | 0.1% | 3,073 | +0.0% | |||
| 73 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $343K | 0.1% | 4,017 | — | |||
| 74 | $MCD | MCDONALDS CORP | Consumer Discretionary | $335K | 0.1% | 1,241 | +5% | |||
| 75 | $AJG | Arthur J. Gallagher & Co. | Financials | $326K | 0.1% | 1,420 | +1% | |||
| 76 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $308K | 0.1% | 1,995 | — | |||
| 77 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | — | $301K | 0.1% | 1,949 | — | |||
| 78 | $DHR | DANAHER CORP /DE/ | Healthcare | $296K | 0.1% | 1,556 | +2% | |||
| 79 | — | VANGUARD WORLD FD - INF TECH ETF | — | $287K | 0.1% | 2,400 | +700% | |||
| 80 | $IAU | ISHARES GOLD TRUST | Financials | $284K | 0.1% | 3,755 | — | |||
| 81 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $281K | 0.1% | 1,100 | — | |||
| 82 | $BAX | BAXTER INTERNATIONAL INC | Healthcare | $274K | 0.1% | 13K | +25% | |||
| 83 | $BP | BP PLC | Energy | $272K | 0.1% | 7,366 | +9% | |||
| 84 | $KO | COCA COLA CO | Consumer Staples | $272K | 0.1% | 3,341 | — | |||
| 85 | $MBC | MasterBrand, Inc. | Consumer Discretionary | $267K | 0.1% | 26K | — | |||
| 86 | $NUE | NUCOR CORP | Materials | $267K | 0.1% | 1,200 | New | |||
| 87 | $MFC | MANULIFE FINANCIAL CORP | Financials | $264K | 0.1% | 6,526 | — | |||
| 88 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $260K | 0.1% | 1,096 | +0.6% | |||
| 89 | $EBAY | EBAY INC | Consumer Discretionary | $257K | 0.1% | 2,300 | — | |||
| 90 | — | ISHARES INC - MSCI EMRG CHN | — | $250K | 0.1% | 2,439 | New | |||
| 91 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $248K | 0.1% | 486 | +6% | |||
| 92 | $ASB | ASSOCIATED BANC-CORP | Financials | $246K | 0.1% | 8,000 | — | |||
| 93 | $MWA | Mueller Water Products, Inc. | Industrials | $242K | 0.1% | 9,362 | — | |||
| 94 | $CLX | CLOROX CO /DE/ | Consumer Staples | $241K | 0.1% | 2,520 | New | |||
| 95 | $MDT | Medtronic plc | Healthcare | $238K | 0.1% | 3,038 | New | |||
| 96 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $235K | 0.1% | 1,552 | — | |||
| 97 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $226K | 0.1% | 1,061 | — | |||
| 98 | $CMI | CUMMINS INC | Industrials | $221K | 0.1% | 310 | New | |||
| 99 | — | ALPS ETF TR - ALERIAN MLP | — | $220K | 0.1% | 4,247 | — | |||
| 100 | $GD | GENERAL DYNAMICS CORP | Industrials | $219K | 0.1% | 617 | — | |||
| 101 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $216K | 0.1% | 293 | — | |||
| 102 | $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | Industrials | $215K | 0.1% | 769 | +8% | |||
| 103 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $211K | 0.1% | 3,705 | New | |||
| 104 | $KMI | KINDER MORGAN, INC. | Energy | $209K | 0.1% | 6,550 | +0.8% | |||
| 105 | $DELL | Dell Technologies Inc. | Technology | $208K | 0.1% | 481 | New | |||
| 106 | $GE | GENERAL ELECTRIC CO | Industrials | $201K | 0.1% | 537 | New | |||
| 107 | $PTLO | Portillo's Inc. | Consumer Discretionary | $76K | 0.0% | 16K | — | |||
| 108 | $NAGE | Niagen Bioscience, Inc. | Healthcare | $73K | 0.0% | 23K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 58 added to, 14 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$NUENUCOR CORP$267K
first bought this quarter
- ISHARES INC - MSCI EMRG CHN$250K
first bought this quarter
$CLXCLOROX CO /DE/$241K
first bought this quarter
$MDTMedtronic plc$238K
first bought this quarter
$CMICUMMINS INC$221K
first bought this quarter
$BACBANK OF AMERICA CORP /DE/$211K
first bought this quarter
+2 more in the Excel export
Added to (58)
- ISHARES TR - RUS 1000 GRW ETF+301%
now $3.3M
now $8.6M
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F+499%
now $429K
- ISHARES TR - RUS 1000 VAL ETF+2%
now $14.8M
$SCHWSCHWAB CHARLES CORP+22%
now $1.6M · held 3 qtrs
- VANGUARD WORLD FD - INF TECH ETF+700%
now $287K
+52 more in the Excel export
Trimmed (14)
$QQQPUTINVESCO QQQ TRUST, SERIES 1-19%
now $1.9M
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF-7%
now $2.0M
- ISHARES TR - 1 3 YR TREAS BD-0.3%
now $17.3M
- SPDR SERIES TRUST - ST STR BL 12 ETF-11%
now $395K
now $3.2M · held 10+ qtrs, 2 trims in a row
- ISHARES TR - CORE S&P500 ETF-0.1%
now $24.7M
+8 more in the Excel export
Sold out (1)
$KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.was $226K
held 3 qtrs
Holdings by quarter
Every 13F INSIGHT 2811, INC. has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow INSIGHT 2811?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of INSIGHT 2811's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-6.0%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 5% over the last 4
Top 10 weight
71%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
INSIGHT 2811, INC. disclosed 108 positions worth $258.5M in its Form 13F-HR for Q2 2026 — $247.0M in common stock plus $11.6M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 8 new positions and exited 1 — including a new stake in $NUE and a full exit from $KTOS. The portfolio is most concentrated in Other (81.5% of disclosed assets). All figures are sourced directly from INSIGHT 2811, INC.’s Form 13F-HR filing with the SEC under CIK 1334952.
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AI-Powered Hedge Fund Analysis: INSIGHT 2811, INC.
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