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Livermore
Livermore
ZHEN

Insight 2811, Inc.

SEC CIK
0001334952
Latest filing
Aug 11, 2026

The latest 13F from Insight 2811, Inc. covers Q2 2026 (filed Aug 11, 2026): 105 long positions worth $247.0M. The top 10 holdings make up 70.5% of the portfolio, and the largest is Vanguard Scottsdale FDS at 20.1%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$1.84M
Added
54
Est. +$2.19M
Reduced
13
Est. −$412.7K
Sold out
1
Est. −$225.6K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Scottsdale FDS92206C102
    20.1%$49.6M
  2. iShares Core S&P 500 ETF464287200
    10.0%$24.7M
  3. iShares Tr464287432
    9.5%$23.4M
  4. iShares Core U.S. Aggregate Bond ETF464287226
    8.6%$21.2M
  5. iShares Tr464287457
    7.0%$17.3M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Russell 1000 Value ETF464287598
    +$309.3KAdded
  2. SCHWSchwab Charles Corp
    +$286.9KAddedHistory
  3. NUENucor Corp
    +$267.3KNewHistory
  4. iShares Inc46434G764
    +$249.5KNew
  5. CLXClorox Co
    +$240.5KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Russell 1000 Value ETF464287598
    +0.44 pp5.5% → 6.0%
  2. AMATApplied Materials Inc
    +0.36 pp0.4% → 0.7%History
  3. CSCOCisco Systems, Inc.
    +0.21 pp0.5% → 0.7%History
  4. SPYSPDR S&P 500 ETF Trust
    +0.13 pp1.1% → 1.3%History
  5. NUENucor Corp
    +0.11 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. KTOSKratos Defense & Security Solutions, Inc.
    −$225.6KSold outHistory
  2. JPMorgan Ultra-Short Income ETF46641Q837
    −$147.8KReduced
  3. iShares Tr464287457
    −$53.7KReduced
  4. SPDR Series Trust78468R523
    −$49.7KReduced
  5. INTCIntel Corp
    −$40.8KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464287432
    −0.74 pp10.2% → 9.5%
  2. iShares Tr464287457
    −0.58 pp7.6% → 7.0%
  3. JPMorgan Ultra-Short Income ETF46641Q837
    −0.12 pp0.9% → 0.8%
  4. KTOSKratos Defense & Security Solutions, Inc.
    −0.10 pp0.1% → 0.0%History
  5. NEMNEWMONT Corp
    −0.04 pp0.2% → 0.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$247.0M
+$17.0M (+7.4%) vs. prior quarter
Positions
105
+7 vs. prior quarter
Top 10 concentration
70.5%
Top 10 as share of value
Turnover
0.3%
Q2 2026, one quarter
Average holding period
18.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $247.0M (Q2 2026)

Q1 2021: $171.5MQ2 2021: $177.4MQ3 2021: $169.3MQ4 2021: $176.2MQ1 2022: $168.5MQ2 2022: $152.8MQ3 2022: $147.7MQ4 2022: $161.9MQ1 2023: $161.7MQ2 2023: $183.8MQ3 2023: $176.1MQ4 2023: $183.2MQ1 2024: $194.6MQ2 2024: $192.6MQ3 2024: $200.9MQ4 2024: $194.0MQ1 2025: $197.0MQ2 2025: $211.2MQ3 2025: $224.4MQ4 2025: $226.4MQ1 2026: $230.0MQ2 2026: $247.0M
Q1 2021Q2 2026
13F filings of Insight 2811, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 2026105$247.0MVanguard Scottsdale FDSiShares Core S&P 500 ETFiShares Trvs. Q1 2026SEC
Q1 2026May 7, 202698$230.0MVanguard Scottsdale FDSiShares TriShares Core S&P 500 ETFvs. Q4 2025SEC
Q4 2025Feb 3, 202697$226.4MVanguard Scottsdale FDSiShares TriShares Core S&P 500 ETFvs. Q3 2025SEC
Q3 2025Nov 6, 202595$224.4MVanguard Scottsdale FDSiShares TriShares Core S&P 500 ETFvs. Q2 2025SEC
Q2 2025Aug 11, 202587$211.2MVanguard Scottsdale FDSiShares TriShares Core S&P 500 ETFvs. Q1 2025SEC
Q1 2025May 12, 202586$197.0MVanguard Scottsdale FDSiShares TriShares Trvs. Q4 2024SEC
Q4 2024Feb 11, 202588$194.0MVanguard Scottsdale FDSiShares TriShares Trvs. Q3 2024SEC
Q3 2024Nov 6, 202489$200.9MVanguard Scottsdale FDSiShares TriShares Trvs. Q2 2024SEC
Q2 2024Aug 6, 202486$192.6MVanguard Scottsdale FDSiShares TriShares Russell 1000 Value ETFvs. Q1 2024SEC
Q1 2024May 6, 202483$194.6MVanguard Scottsdale FDSiShares TriShares Russell 1000 Value ETFvs. Q4 2023SEC
Q4 2023Feb 12, 202478$183.2MVanguard Scottsdale FDSiShares TriShares Russell 1000 Value ETFvs. Q3 2023SEC
Q3 2023Nov 14, 202381$176.1MVanguard Scottsdale FDSiShares TriShares Russell 1000 Value ETFvs. Q2 2023SEC
Q2 2023Aug 4, 202395$183.8MVanguard Scottsdale FDSiShares TriShares Trvs. Q1 2023SEC
Q1 2023May 11, 202391$161.7MiShares TrVanguard Scottsdale FDSiShares Trvs. Q4 2022SEC
Q4 2022Feb 7, 202394$161.9MiShares TrVanguard Scottsdale FDSiShares Trvs. Q3 2022SEC
Q3 2022Nov 14, 202281$147.7MiShares TrVanguard Scottsdale FDSiShares Russell 1000 Value ETFvs. Q2 2022SEC
Q2 2022Aug 9, 202282$152.8MiShares TrVanguard Scottsdale FDSiShares Russell 1000 Value ETFvs. Q1 2022SEC
Q1 2022May 6, 202290$168.5MiShares TrVanguard Scottsdale FDSiShares Russell 1000 Value ETFvs. Q4 2021SEC
Q4 2021Feb 1, 202281$176.2MiShares TrVanguard Scottsdale FDSiShares Russell 1000 Growth ETFvs. Q3 2021SEC
Q3 2021Nov 4, 202176$169.3MiShares TrSchwab Intermediate-Term US Treasury ETFiShares Russell 1000 Growth ETFvs. Q2 2021SEC
Q2 2021Aug 4, 202179$177.4MiShares TrSchwab Intermediate-Term US Treasury ETFiShares Russell 1000 Growth ETFvs. Q1 2021SEC
Q1 2021Apr 29, 202172$171.5MiShares TrSchwab Intermediate-Term US Treasury ETFiShares Russell 1000 Growth ETF–SEC