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CIK: 0001334952
Total reported value
$258.5M
$258.5M
95 檔
50.3%
The Q3 2025 SEC filing reveals that Insight 2811, Inc. held a total portfolio value of $258.5M, covering 95 public equity positions.
In Q3 2025, Insight 2811, Inc. displayed an active expansion posture, initiating 16 new positions and adding to 18 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, TLT, IVV) accounted for 50.3% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 21.26% | -1.66% | +2.43% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 10.37% | -0.78% | +2.40% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.58% | +0.53% | +3.54% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.86% | -0.61% | +10.08% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 7.86% | -0.60% | +0.16% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.54% | +0.38% | +0.33% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.24% | -0.02% | +0.42% | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.16% | -0.21% | +7.40% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.96% | -0.12% | -7.88% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.48% | +0.09% | -0.37% | |
| 11 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.23% | — | +6.24% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | +0.72% | -0.92% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.17% | -0.13% | -34.96% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | +0.04% | +0.04% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.06% | +0.07% | -0.04% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.04% | -3.23% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.86% | +0.03% | +5.54% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.02% | +0.03% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.69% | -0.03% | -0.13% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.64% | +0.09% | -0.01% | |
| 21 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.56% | +0.12% | — | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.53% | +0.07% | +0.11% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.08% | -9.41% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.51% | +0.04% | +0.40% | |
| 25 | B | Barrick Mining CORP | Stock-Materials | 0.49% | -0.09% | -6.56% | |
| 26 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.46% | +0.05% | +6.50% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | +0.02% | -0.76% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.19% | +0.20% | |
| 29 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.41% | -0.03% | -0.13% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.01% | +0.53% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | +0.02% | -3.21% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | +0.02% | -4.31% | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.35% | +0.80% | +0.66% | |
| 34 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.34% | -0.02% | — | |
| 35 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.34% | -0.11% | -0.56% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.07% | +0.19% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.33% | +0.06% | +0.30% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.30% | +0.01% | -2.83% | |
| 39 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.30% | — | — | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.02% | +0.11% | |
| 41 | EXP | Eagle Materials Inc | Stock-Materials | 0.28% | +0.02% | — | |
| 42 | IHDG | Wisdomtree International Hed | ETF-Other | 0.27% | — | — | |
| 43 | MCK | Mckesson CORP | Stock-Healthcare | 0.26% | -0.06% | — | |
| 44 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.26% | -0.02% | — | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.24% | +0.01% | +2.11% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.02% | -3.26% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.06% | +18.41% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.05% | -11.67% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | — | -1.08% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.23% | +0.34% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.6% | +3.54% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.5% | +10.08% | Add |
| 3 | VGLT | Vanguard Long-term Treasury | +0.3% | +7.40% | Add |
| 4 | ORCL | Oracle CORP | +0.3% | -0.13% | Add |
| 5 | VOOV | Vanguard S&p 500 Value ETF | +0.2% | +6.24% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | +5.54% | Add |
| 7 | IWF | Ishares Russell 1000 Growth | +0.2% | -0.37% | Trim |
| 8 | MSFT | Microsoft CORP | +0.1% | +0.03% | Add |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +0.42% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -9.41% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.19% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +18.41% | Add |
| 13 | INTC | Intel CORP | +0.1% | +0.66% | Add |
| 14 | AEM | Agnico Eagle Mines LTD | +0.1% | -0.56% | Trim |
| 15 | XME | Ss Spdr S&p Metals Mining | +0.1% | — | Unchanged |
| 16 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -0.04% | Add |
| 17 | IWO | Ishares Russell 2000 Growth | +0.1% | +0.11% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -0.76% | Add |
| 19 | IWD | Ishares Russell 1000 Value E | -0.1% | +0.33% | Add |
| 20 | BILS | Ss Spdrb B 3-12m T-bill ETF | -0.2% | -5.18% | Trim |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.04% | Trim |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.7% | -7.88% | Trim |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | -0.8% | +0.16% | Add |
| 24 | VGSH | Vanguard Short-term Treasury | -0.9% | +2.43% | Add |
| 25 | TLT | Ishares 20+ Year Treasury Bd | -0.9% | +2.40% | Add |
| 26 | JPST | Jpmorgan Ultra-short Income | -1.2% | -34.96% | Trim |
| 27 | B | Barrick Mining CORP | — | NEW | New buy |
| 28 | HELO | Jpmorgan Hedged Equity ETF | — | EXIT | Sold out |
| 29 | ABX | Barrick Gold CORP | — | EXIT | Sold out |
| 30 | AVGO | Broadcom Inc | — | NEW | New buy |
| 31 | COWG | Pacer US Lrg Cap Cows Gr Ld | — | EXIT | Sold out |
| 32 | ✓ | Listed Fd Tr | — | EXIT | Sold out |
| 33 | ✓ | Listed Fd Tr | — | EXIT | Sold out |
| 34 | JULZ | Ts Str Outcome Jul ETF | — | NEW | New buy |
| 35 | RBLX | Roblox CORP -class A | — | NEW | New buy |
| 36 | DIVZ | Elevation Series Trust - Pol | — | NEW | New buy |
| 37 | KTOS | Kratos Defense & Security | — | NEW | New buy |
| 38 | IVOG | Vanguard S&p Mid-cap 400 Gro | — | NEW | New buy |
| 39 | VIOG | Vanguard S&p Sm Cap 600 Grw | — | NEW | New buy |
| 40 | VIOV | Vanguard S&p Small-cap 600 V | — | NEW | New buy |
| 41 | IYW | Ishares Ustechnology ETF | — | NEW | New buy |
| 42 | TPR | Tapestry Inc | — | NEW | New buy |
| 43 | DTE | Dte Energy Company | — | EXIT | Sold out |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | — | NEW | New buy |
| 45 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 46 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 47 | ✓ | Listed Fd Tr | — | EXIT | Sold out |
| 48 | NOVZ | Trueshares Struc Outcome Nov | — | NEW | New buy |
| 49 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 50 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Insight 2811, Inc. reported a total U.S. public equity portfolio value of $258.5M across 95 disclosed positions in Q3 2025.
During Q3 2025, Insight 2811, Inc.'s top holdings by market value included VGSH (21.3%)、TLT (10.4%)、IVV (9.6%). The largest single position, VGSH, represented 21.3% 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.
Top New Position Initiated
B
市值: $1.1M
Top Position Liquidated / Trimmed
HELO
前期市值: $950.7K
In Q3 2025, Insight 2811, Inc. made 49 total portfolio adjustments, initiating 16 new buys, adding to 18 positions, trimming 7 holdings, and fully liquidating 8 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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