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CIK: 0001334952
Total reported value
$258.5M
$258.5M
86 檔
43.8%
During the Q1 2025 filing period, Insight 2811, Inc. (CIK: 0001334952) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $258.5M across 86 reported positions.
In Q1 2025, Insight 2811, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 22.12% | -1.66% | -0.92% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 11.27% | -0.78% | -4.71% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 8.70% | -0.60% | -4.79% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.33% | -0.61% | +15.34% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.98% | +0.53% | +15.14% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.68% | +0.38% | -4.50% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.13% | -0.02% | -4.36% | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.83% | -0.21% | +14.92% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.67% | -0.12% | +3.90% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.40% | -0.13% | -4.67% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.48% | +0.04% | +1.44% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.33% | +0.09% | -4.99% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.32% | +0.72% | -0.36% | |
| 14 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.03% | — | +10.71% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.99% | +0.07% | -4.78% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.04% | -1.30% | |
| 17 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.73% | +0.12% | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.68% | +0.03% | +11.79% | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.65% | +0.09% | -1.55% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.02% | -2.10% | |
| 21 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.48% | — | +95.10% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.48% | +0.04% | -4.99% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.47% | +0.07% | -4.94% | |
| 24 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.45% | -0.03% | +0.41% | |
| 25 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.45% | +0.05% | +1.11% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.19% | — | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.01% | -2.55% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.08% | +3.01% | |
| 29 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.41% | -0.02% | -1.08% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | +0.02% | -6.45% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.02% | -0.59% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.03% | -0.26% | |
| 33 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.38% | — | — | |
| 34 | ABX | Barrick Gold CORP | Stock-Financials | 0.36% | — | -0.71% | |
| 35 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.36% | -0.04% | -3.39% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | +0.02% | +6.42% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | +0.01% | -4.07% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | — | -0.39% | |
| 39 | EXP | Eagle Materials Inc | Stock-Materials | 0.30% | +0.02% | — | |
| 40 | IHDG | Wisdomtree International Hed | ETF-Other | 0.29% | — | — | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.29% | -0.06% | -2.51% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.28% | +0.01% | +2.66% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.27% | +0.06% | -0.88% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.27% | +0.80% | +54.58% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.02% | -2.84% | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.26% | -0.06% | — | |
| 47 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.26% | -0.11% | -1.65% | |
| 48 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.24% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.07% | +4.82% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | +0.02% | -1.47% |
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 Q1 2025.
During Q1 2025, Insight 2811, Inc.'s top holdings by market value included VGSH (22.1%)、TLT (11.3%)、SHY (8.7%). The largest single position, VGSH, represented 22.1% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, TLT, SHY) accounted for 43.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGSH
市值: $43.6M
In Q1 2025, Insight 2811, Inc. made 50 total portfolio adjustments, initiating 50 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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