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CIK: 0001334952
Total reported value
$258.5M
$258.5M
86 檔
44.9%
The Q2 2024 SEC filing reveals that Insight 2811, Inc. held a total portfolio value of $258.5M, covering 86 public equity positions.
During Q2 2024, Insight 2811, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, SHY, IWD) accounted for 44.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 24.08% | -1.66% | -1.39% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 19.64% | -0.60% | -3.44% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 6.01% | +0.38% | -7.01% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.40% | -0.61% | +8.41% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.13% | +0.53% | +7.41% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.90% | -0.13% | +32.17% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.43% | -0.02% | -4.90% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.07% | -0.12% | -3.66% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.58% | -0.78% | -2.97% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.55% | +0.09% | -20.14% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | +0.72% | -76.31% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | +0.04% | +15.26% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.05% | +0.07% | -18.26% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.01% | +0.04% | -1.84% | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.91% | +0.09% | -12.26% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.02% | -0.31% | |
| 17 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.79% | +0.12% | -9.28% | |
| 18 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.75% | — | +4.53% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.56% | +0.04% | -6.59% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.56% | +0.07% | -6.06% | |
| 21 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.53% | -0.04% | +13.06% | |
| 22 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.50% | -0.02% | -1.54% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.49% | +0.03% | +4.48% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.08% | — | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | +0.01% | -0.56% | |
| 26 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.46% | -0.03% | -0.06% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.03% | -3.36% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.19% | -2.44% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.01% | -3.70% | |
| 30 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.39% | -0.21% | +5.62% | |
| 31 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.38% | — | — | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.35% | +0.34% | -0.35% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | +0.06% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | +0.02% | — | |
| 35 | ABX | Barrick Gold CORP | Stock-Financials | 0.33% | — | +0.26% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | — | -1.28% | |
| 37 | IHDG | Wisdomtree International Hed | ETF-Other | 0.31% | — | -17.60% | |
| 38 | EXP | Eagle Materials Inc | Stock-Materials | 0.31% | +0.02% | — | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | +0.02% | -2.81% | |
| 40 | INTC | Intel CORP | Stock-Tech | 0.30% | +0.80% | +3.61% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | -0.06% | +7.19% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.07% | +0.17% | |
| 43 | DHR | Danaher CORP | Stock-Healthcare | 0.26% | -0.01% | +0.05% | |
| 44 | MCK | Mckesson CORP | Stock-Healthcare | 0.26% | -0.06% | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.02% | -0.31% | |
| 46 | ✓ | Listed Fd Tr | Stock-Other | 0.25% | — | -1.55% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.24% | +0.01% | — | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.24% | +0.06% | — | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.23% | -0.05% | — | |
| 50 | ✓ | Listed Fd Tr | Stock-Other | 0.23% | — | -0.09% |
According to official SEC Form 13F filings, Insight 2811, Inc. reported a total U.S. public equity portfolio value of $258.5M across 86 disclosed positions in Q2 2024.
During Q2 2024, Insight 2811, Inc.'s top holdings by market value included VGSH (24.1%)、SHY (19.6%)、IWD (6.0%). The largest single position, VGSH, represented 24.1% of total portfolio value.
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In Q2 2024, Insight 2811, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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