Skip to main content

Insight 2811, Inc.

SEC CIK
0001334952
Latest filing
Aug 11, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 9, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
82
−8 vs. Q1 2022
Portfolio value
$152.8M
−$15.7M (−9.3%) vs. Q1 2022
Filed
Aug 9, 2022
SEC
Holdings of Insight 2811, Inc. in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr4642874571 3 YR TREAS BD549,860$45.5M29.8%−24,213−4.2%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS712,612$41.9M27.5%−26,680−3.6%Reduced–
iShares Russell 1000 Value ETF464287598ETF75,290$10.9M7.1%−3,653−4.6%Reduced–
iShares Russell 1000 Growth ETF464287614ETF29,972$6.55M4.3%−1,319−4.2%Reduced–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF54,293$4.97M3.3%+30,102+124.4%Added–
iShares Russell Mid-Cap Value ETF464287473ETF23,111$2.35M1.5%−874−3.6%Reduced–
JPMorgan Ultra-Short Income ETF46641Q837ETF42,147$2.11M1.4%−3,569−7.8%Reduced–
iShares Russell Mid-Cap Growth ETF464287481ETF24,281$1.92M1.3%−716−2.9%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF28,691$1.69M1.1%−977−3.3%Reduced–
FBINFortune Brands Innovations, Inc.COM25,982$1.56M1.0%00.0%UnchangedHistory
AAPLApple Inc.Stock10,214$1.40M0.9%+43+0.4%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF8,840$1.20M0.8%−384−4.2%Reduced–
iShares Russell 2000 Growth ETF464287648ETF5,206$1.07M0.7%−233−4.3%Reduced–
iShares Tr46428743220 YR TR BD ETF9,126$1.05M0.7%−5,395−37.2%Reduced–
Listed FDS Tr53656F623HORI KI INFL ETF34,900$996.0K0.7%+17,945+105.8%Added–
BRK.BBerkshire Hathaway IncStock3,627$990.0K0.6%+162+4.7%AddedHistory
JNJJohnson & JohnsonStock5,314$943.0K0.6%+279+5.5%AddedHistory
Vanguard Utilities ETF92204A876ETF5,995$913.0K0.6%+3,934+190.9%Added–
iShares Tr464287341GLOBAL ENERG ETF26,735$906.0K0.6%+4,100+18.1%Added–
MRKMerck & Co., Inc.Stock8,198$747.0K0.5%−100−1.2%ReducedHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD38,800$700.0K0.5%+38,800New–
PFEPfizer IncStock13,041$684.0K0.4%−200−1.5%ReducedHistory
iShares Core S&P 500 ETF464287200ETF1,785$677.0K0.4%−82−4.4%Reduced–
CSCOCisco Systems, Inc.Stock15,486$660.0K0.4%+371+2.5%AddedHistory
INTCIntel CorpStock17,532$656.0K0.4%−527−2.9%ReducedHistory
VZVerizon Communications IncStock12,885$654.0K0.4%+487+3.9%AddedHistory
WPCW. P. Carey Inc.COM7,658$635.0K0.4%+232+3.1%AddedHistory
NEMNEWMONT CorpStock10,446$623.0K0.4%00.0%UnchangedHistory
VMRKVivmark ResidentialSH BEN INT7,685$555.0K0.4%+309+4.2%AddedHistory
LMTLockheed Martin CorpStock1,258$541.0K0.4%+89+7.6%AddedHistory
Barrick Gold Corp067901108COM29,465$521.0K0.3%+800+2.8%Added–
QCOMQualcomm IncStock4,045$517.0K0.3%00.0%UnchangedHistory
Schwab US Dividend Equity ETF808524797ETF7,205$516.0K0.3%+4,215+141.0%Added–
Vanguard Materials ETF92204A801ETF3,180$509.0K0.3%+3,180New–
CAHCardinal Health IncStock9,728$508.0K0.3%+139+1.4%AddedHistory
MSFTMicrosoft CorpStock1,753$450.0K0.3%+49+2.9%AddedHistory
PGProcter & Gamble CoStock3,091$444.0K0.3%−145−4.5%ReducedHistory
ORCLOracle CorpStock6,314$441.0K0.3%+359+6.0%AddedHistory
MSMorgan StanleyStock5,763$438.0K0.3%+216+3.9%AddedHistory
MMM3M CoStock3,260$422.0K0.3%00.0%UnchangedHistory
SPDR Index Shs FDS78463X541ST STR NAT ETF7,545$393.0K0.3%+7,545New–
PEPPepsiCo IncStock2,337$389.0K0.3%+196+9.2%AddedHistory
ProShares Tr74347B425SHORT S&P 500 NE23,295$384.0K0.3%+8,075+53.1%Added–
VanEck ETF Trust92189F700AGRIBUSINESS ETF4,413$382.0K0.3%+4,413New–
EXPEagle Materials IncCOM3,450$379.0K0.2%−100−2.8%ReducedHistory
CVSCVS Health CorpStock4,017$372.0K0.2%+186+4.9%AddedHistory
AMATApplied Materials IncStock4,070$370.0K0.2%+100+2.5%AddedHistory
ACGLArch Capital Group Ltd.Stock8,106$369.0K0.2%00.0%UnchangedHistory
SHELShell plcADR6,955$364.0K0.2%+6,955NewHistory
ZBHZimmer Biomet Holdings, Inc.Stock3,300$347.0K0.2%−100−2.9%ReducedHistory
ALLAllstate CorpStock2,721$345.0K0.2%+101+3.9%AddedHistory
TGTTarget CorpStock2,353$332.0K0.2%−88−3.6%ReducedHistory
GOOGAlphabet Inc.Stock150$328.0K0.2%00.0%UnchangedHistory
AEMAgnico Eagle Mines LtdStock7,178$328.0K0.2%−158−2.2%ReducedHistory
DBOInvesco DB Oil FundOIL FD17,853$326.0K0.2%−8,413−32.0%ReducedHistory
SPDR Series Trust78464A755ST STR SP METAL7,407$321.0K0.2%00.0%Unchanged–
EBAYeBay IncCOM7,300$304.0K0.2%−200−2.7%ReducedHistory
IBMInternational Business Machines CorpStock2,104$297.0K0.2%+2,104NewHistory
AWKAmerican Water Works Company, Inc.Stock1,994$297.0K0.2%−116−5.5%ReducedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,632$290.0K0.2%−1,137−30.2%Reduced–
MCKMcKesson CorpStock884$288.0K0.2%−45−4.8%ReducedHistory
CMCSAComcast CorpStock7,200$283.0K0.2%00.0%UnchangedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO2,359$282.0K0.2%00.0%Unchanged–
JPMJPMorgan Chase & CoStock2,454$276.0K0.2%+312+14.6%AddedHistory
Schwab Intermediate-Term US Treasury ETF808524854ETF5,335$275.0K0.2%−3,156−37.2%Reduced–
GOOGLAlphabet Inc.Stock125$272.0K0.2%+8+6.8%AddedHistory
FISFidelity National Information Services, Inc.Stock2,863$262.0K0.2%00.0%UnchangedHistory
GLDSPDR Gold TrustETF1,490$251.0K0.2%+1,490NewHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF3,391$242.0K0.2%+673+24.8%Added–
IAUiShares Gold TrustETF6,970$239.0K0.2%−650−8.5%ReducedHistory
JNPRJuniper Networks IncCOM8,375$239.0K0.2%−300−3.5%ReducedHistory
iShares Semiconductor ETF464287523ETF676$236.0K0.2%−76−10.1%Reduced–
KOCoca Cola CoStock3,572$225.0K0.1%+187+5.5%AddedHistory
DHRDanaher CorpStock865$219.0K0.1%+44+5.4%AddedHistory
SPDR Series Trust78464A672ST INTER ETF7,151$211.0K0.1%−542−7.0%Reduced–
HIIHuntington Ingalls Industries, Inc.COM942$205.0K0.1%+942NewHistory
ABBVAbbVie Inc.Stock1,323$203.0K0.1%+66+5.3%AddedHistory
PTLOPortillo's Inc.COM CL A11,775$193.0K0.1%+11,775NewHistory
ASBAssociated Banc-CorpCOM10,000$183.0K0.1%00.0%UnchangedHistory
MWAMueller Water Products, Inc.COM SER A12,527$147.0K0.1%00.0%UnchangedHistory
iShares Tr464289131BRAZIL SM-CP ETF10,357$122.0K0.1%00.0%Unchanged–
UAUnder Armour, Inc.CL C12,800$97.0K0.1%−700−5.2%ReducedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Insight 2811, Inc. in Q2 2022
SecurityClassPutsCalls
Invesco QQQ Trust Series I46090E103ETF$601.0K–

Sold out since Q1 2022 (17)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Insight 2811, Inc. sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
iShares Tr464287739U.S. REAL ES ETF11,898$1.29M0.8%–
Alps ETF Tr00162Q452ALERIAN MLP26,487$1.01M0.6%–
iShares Tr464288687PFD AND INCM SEC22,543$821.0K0.5%–
Schwab U.S. Broad Market ETF808524102ETF10,200$545.0K0.3%–
PALLabrdn Palladium ETF TrustPHYSICAL PALLADM2,380$497.0K0.3%History
iShares Tr464288588MBS ETF3,924$400.0K0.2%–
RBLXRoblox CorpStock8,351$386.0K0.2%History
State Street SPDR Portfolio S&P 500 ETF78464A854ETF6,361$338.0K0.2%–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF7,727$264.0K0.2%–
BABoeing CoStock1,365$261.0K0.2%History
NUENucor CorpCOM1,573$234.0K0.1%History
METAMeta Platforms, Inc.Stock1,040$231.0K0.1%History
WTRGEssential Utilities, Inc.COM4,174$213.0K0.1%History
Liberty Media Corp Del531229607COM C SIRIUSXM4,600$210.0K0.1%–
BUDAnheuser-Busch InBev SA/NVADR3,354$201.0K0.1%History
Schwab International Equity ETF808524805ETF5,453$200.0K0.1%–
SCOProShares Trust IIULSHT BLOOMB OIL18,689$108.0K0.1%History