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CIK: 0001334952
Total reported value
$258.5M
$258.5M
87 檔
47.8%
In Q2 2025, Insight 2811, Inc.'s U.S. equity holdings reached a combined market value of $258.5M, distributed across 87 disclosed stock positions.
During Q2 2025, 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, TLT, IVV) accounted for 47.8% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 22.03% | -1.66% | +6.45% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 10.62% | -0.78% | +4.05% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.12% | +0.53% | +26.48% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.46% | -0.61% | +8.36% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 8.33% | -0.60% | +2.39% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.59% | +0.38% | +2.08% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.28% | -0.02% | +1.58% | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.09% | -0.21% | +19.73% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.26% | -0.12% | -9.39% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.90% | -0.13% | -15.17% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.43% | +0.09% | -2.22% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | +0.72% | -62.09% | |
| 13 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.17% | — | +18.68% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | +0.04% | -7.52% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.10% | +0.07% | +0.66% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.84% | +0.04% | -0.06% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.82% | +0.03% | +14.90% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.02% | +0.32% | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.64% | +0.09% | +0.32% | |
| 20 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.57% | +0.12% | — | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.03% | +0.90% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.51% | +0.07% | +3.15% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.48% | +0.04% | +3.54% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.19% | -1.99% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.02% | +3.62% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.08% | +2.17% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.02% | -1.65% | |
| 28 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.44% | -0.03% | +2.32% | |
| 29 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.42% | +0.05% | -2.85% | |
| 30 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.36% | -0.02% | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.01% | -4.32% | |
| 32 | B | Barrick Mining CORP | Stock-Materials | 0.35% | -0.09% | — | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | +0.02% | -1.04% | |
| 34 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.35% | — | -1.80% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.32% | +0.01% | +1.56% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.02% | -0.43% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.31% | +0.06% | -0.33% | |
| 38 | IHDG | Wisdomtree International Hed | ETF-Other | 0.28% | — | — | |
| 39 | MCK | Mckesson CORP | Stock-Healthcare | 0.27% | -0.06% | — | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | — | -10.46% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.07% | +0.62% | |
| 42 | EXP | Eagle Materials Inc | Stock-Materials | 0.25% | +0.02% | — | |
| 43 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.25% | -0.11% | -4.32% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.25% | +0.80% | +0.18% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.24% | +0.01% | -12.33% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.05% | — | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.23% | -0.06% | -10.27% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.02% | +1.00% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.22% | +0.02% | -4.18% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.22% | +0.34% | -0.20% |
According to official SEC Form 13F filings, Insight 2811, Inc. reported a total U.S. public equity portfolio value of $258.5M across 87 disclosed positions in Q2 2025.
During Q2 2025, Insight 2811, Inc.'s top holdings by market value included VGSH (22.0%)、TLT (10.6%)、IVV (9.1%). The largest single position, VGSH, represented 22.0% of total portfolio value.
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In Q2 2025, 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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