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Insight 2811, Inc.

SEC CIK
0001334952
Latest filing
Aug 11, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 11, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
105
+7 vs. Q1 2026
Portfolio value
$247.0M
+$17.0M (+7.4%) vs. Q1 2026
Filed
Aug 11, 2026
SEC
Holdings of Insight 2811, Inc. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS852,297$49.6M20.1%+854+0.1%Added–
iShares Core S&P 500 ETF464287200ETF33,016$24.7M10.0%−42−0.1%Reduced–
iShares Tr46428743220 YR TR BD ETF270,842$23.4M9.5%−330−0.1%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF214,231$21.2M8.6%+1,949+0.9%Added–
iShares Tr4642874571 3 YR TREAS BD210,540$17.3M7.0%−654−0.3%Reduced–
iShares Russell 1000 Value ETF464287598ETF61,000$14.8M6.0%+1,276+2.1%Added–
iShares Core MSCI Eafe ETF46432F842ETF80,753$7.80M3.2%+337+0.4%Added–
Vanguard Long-Term Treasury ETF92206C847ETF137,020$7.56M3.1%+1,771+1.3%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF50,037$4.59M1.9%+633+1.3%Added–
iShares Russell 1000 Growth ETF464287614ETF26,212$3.25M1.3%00.0%UnchangedConverted for a 4-for-1 split–
Vanguard S&P 500 Value ETF921932703ETF14,831$3.25M1.3%+77+0.5%Added–
INTCIntel CorpStock22,669$3.17M1.3%−292−1.3%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF4,177$3.12M1.3%+169+4.2%AddedHistory
BRK.BBerkshire Hathaway IncStock5,350$2.68M1.1%+352+7.0%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF16,737$2.45M1.0%+249+1.5%Added–
Vanguard Ftse Developed Markets ETF921943858ETF33,585$2.39M1.0%+20+0.1%Added–
AAPLApple Inc.Stock7,649$2.21M0.9%−36−0.5%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF39,397$1.99M0.8%−2,923−6.9%Reduced–
iShares Russell Mid-Cap Value ETF464287473ETF11,213$1.85M0.7%+994+9.7%Added–
AMATApplied Materials IncStock2,480$1.79M0.7%+10+0.4%AddedHistory
CSCOCisco Systems, Inc.Stock15,036$1.77M0.7%+38+0.3%AddedHistory
GOOGAlphabet Inc.Stock4,837$1.71M0.7%+30+0.6%AddedHistory
SCHWSchwab Charles CorpStock17,370$1.60M0.6%+3,109+21.8%AddedHistory
JPMJPMorgan Chase & CoStock4,679$1.53M0.6%+64+1.4%AddedHistory
iShares Russell 2000 Growth ETF464287648ETF3,566$1.40M0.6%+8+0.2%Added–
iShares Tr464287630RUS 2000 VAL ETF6,250$1.38M0.6%+11+0.2%Added–
JNJJohnson & JohnsonStock5,163$1.31M0.5%+88+1.7%AddedHistory
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX9,519$1.31M0.5%−17−0.2%Reduced–
FBINFortune Brands Innovations, Inc.COM23,572$1.29M0.5%00.0%UnchangedHistory
BBarrick Mining CorpStock34,644$1.27M0.5%+539+1.6%AddedHistory
MSFTMicrosoft CorpStock3,159$1.18M0.5%+51+1.6%AddedHistory
GOOGLAlphabet Inc.Stock3,226$1.15M0.5%+27+0.8%AddedHistory
Vanguard S&P 500 ETF922908363ETF1,489$1.02M0.4%+123+9.0%Added–
MSMorgan StanleyStock4,838$1.01M0.4%+56+1.2%AddedHistory
SPDR Series Trust78468R408ST TERM HIGH ETF37,756$945.0K0.4%−413−1.1%Reduced–
IBMInternational Business Machines CorpStock3,021$849.5K0.3%00.0%UnchangedHistory
ORCLOracle CorpStock5,554$813.9K0.3%+18+0.3%AddedHistory
ACGLArch Capital Group Ltd.Stock8,307$806.3K0.3%−33−0.4%ReducedHistory
MRKMerck & Co., Inc.Stock5,956$765.3K0.3%+219+3.8%AddedHistory
iShares Russell 2000 ETF464287655ETF2,522$757.7K0.3%−78−3.0%Reduced–
BABoeing CoStock3,447$746.1K0.3%+116+3.5%AddedHistory
AVGOBroadcom Inc.Stock1,860$702.6K0.3%+138+8.0%AddedHistory
WisdomTree Tr97717X594ITL HDG QTLY DIV13,219$692.4K0.3%00.0%Unchanged–
AEMAgnico Eagle Mines LtdStock4,353$675.3K0.3%00.0%UnchangedHistory
TGTTarget CorpStock5,109$667.2K0.3%+164+3.3%AddedHistory
SPDR Series Trust78464A755ST STR SP METAL6,222$665.3K0.3%00.0%Unchanged–
METAMeta Platforms, Inc.Stock1,116$628.6K0.3%+13+1.2%AddedHistory
QCOMQualcomm IncStock3,357$620.3K0.3%+66+2.0%AddedHistory
GSGoldman Sachs Group IncStock609$616.1K0.2%−10−1.6%ReducedHistory
MCKMcKesson CorpStock764$577.3K0.2%00.0%UnchangedHistory
VZVerizon Communications IncStock13,435$568.8K0.2%+171+1.3%AddedHistory
EXPEagle Materials IncCOM2,520$567.0K0.2%00.0%UnchangedHistory
PGProcter & Gamble CoStock3,812$559.0K0.2%+179+4.9%AddedHistory
ABBVAbbVie Inc.Stock2,212$556.5K0.2%+38+1.7%AddedHistory
ALLAllstate CorpStock2,268$539.6K0.2%+119+5.5%AddedHistory
NVDANVIDIA CorpStock2,537$507.6K0.2%+23+0.9%AddedHistory
LMTLockheed Martin CorpStock983$500.8K0.2%+36+3.8%AddedHistory
PEPPepsiCo IncStock3,533$478.4K0.2%+263+8.0%AddedHistory
NEMNEWMONT CorpStock4,656$434.9K0.2%−10−0.2%ReducedHistory
Vanguard S&P 500 Growth ETF921932505ETF5,189$428.7K0.2%00.0%UnchangedConverted for a 6-for-1 split–
SPDR Series Trust78468R523ST STR BL 12 ETF3,975$395.0K0.2%−500−11.2%Reduced–
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH2,535$388.9K0.2%+14+0.6%Added–
SHELShell plcADR4,920$381.5K0.2%+20+0.4%AddedHistory
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH2,579$377.3K0.2%+12+0.5%Added–
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL3,176$372.6K0.2%+10+0.3%Added–
XOMExxonMobil Holdings CorpCOM2,707$370.0K0.1%+17+0.6%AddedHistory
iShares Tr464287721U.S. TECH ETF1,410$355.6K0.1%00.0%Unchanged–
TPRTapestry, Inc.COM2,397$350.8K0.1%00.0%UnchangedHistory
Vanguard Admiral FDS Inc921932844MIDCP 400 VAL3,073$350.5K0.1%+10.0%Added–
Vanguard Star FDS921909768VG TL INTL STK F4,017$343.4K0.1%00.0%Unchanged–
MCDMcDonalds CorpStock1,241$335.5K0.1%+61+5.2%AddedHistory
AJGArthur J. Gallagher & Co.COM1,420$326.0K0.1%+20+1.4%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF1,995$307.8K0.1%00.0%Unchanged–
SPDR Series Trust78468R556SP O&G EXPL PRO1,949$300.7K0.1%00.0%Unchanged–
DHRDanaher CorpStock1,556$296.3K0.1%+30+2.0%AddedHistory
Vanguard Information Technology ETF92204A702ETF2,400$286.8K0.1%00.0%UnchangedConverted for a 8-for-1 split–
IAUiShares Gold TrustETF3,755$283.5K0.1%00.0%UnchangedHistory
EXPEExpedia Group, Inc.Stock1,100$281.5K0.1%00.0%UnchangedHistory
BAXBaxter International IncStock12,832$273.6K0.1%+2,547+24.8%AddedHistory
BPBP PLCADR7,366$272.2K0.1%+613+9.1%AddedHistory
KOCoca Cola CoStock3,341$271.5K0.1%00.0%UnchangedHistory
MBCMasterBrand, Inc.COMMON STOCK25,982$267.4K0.1%00.0%UnchangedHistory
NUENucor CorpCOM1,200$267.3K0.1%+1,200NewHistory
MFCManulife Financial CorpCOM6,526$264.4K0.1%00.0%UnchangedHistory
CAHCardinal Health IncStock1,096$260.2K0.1%+7+0.6%AddedHistory
EBAYeBay IncCOM2,300$257.0K0.1%00.0%UnchangedHistory
iShares Inc46434G764MSCI EMRG CHN2,439$249.5K0.1%+2,439New–
NOCNorthrop Grumman CorpStock486$247.5K0.1%+29+6.3%AddedHistory
ASBAssociated Banc-CorpCOM8,000$246.2K0.1%00.0%UnchangedHistory
MWAMueller Water Products, Inc.COM SER A9,362$241.8K0.1%00.0%UnchangedHistory
CLXClorox CoStock2,520$240.5K0.1%+2,520NewHistory
MDTMedtronic plcStock3,038$237.7K0.1%+3,038NewHistory
TJXTJX Companies IncStock1,552$235.2K0.1%00.0%UnchangedHistory
ROSTRoss Stores, Inc.COM1,061$225.9K0.1%00.0%UnchangedHistory
CMICummins IncStock310$221.2K0.1%+310NewHistory
Alps ETF Tr00162Q452ALERIAN MLP4,247$220.2K0.1%00.0%Unchanged–
GDGeneral Dynamics CorpStock617$218.6K0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF293$215.8K0.1%00.0%Unchanged–
HIIHuntington Ingalls Industries, Inc.COM769$215.2K0.1%+54+7.6%AddedHistory
BACBank of America CorpStock3,705$211.1K0.1%+3,705NewHistory

Options (3)

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 2026
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$8.59M–
Invesco QQQ Trust Series I46090E103ETF$1.91M–
State Street Technology Select Sector SPDR ETF81369Y803ETF$1.07M–

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Insight 2811, Inc. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
KTOSKratos Defense & Security Solutions, Inc.COM NEW3,200$225.6K0.1%History