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CIK: 0001334952
Total reported value
$258.5M
$258.5M
98 檔
50.4%
During the Q4 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 98 reported positions.
Insight 2811, Inc. executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 5 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 21.34% | -1.66% | +1.61% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 9.85% | -0.78% | -1.52% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.70% | +0.53% | -0.04% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.96% | -0.61% | +2.58% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 7.61% | -0.60% | -2.04% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.43% | +0.38% | -4.13% | |
| 7 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.17% | -0.21% | +3.07% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.12% | -0.02% | -5.08% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.02% | -0.12% | +4.48% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.42% | +0.09% | -4.02% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | +0.72% | +213.35% | |
| 12 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.28% | — | +2.43% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | +0.04% | +1.89% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.99% | +0.07% | -2.38% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.98% | -0.13% | -14.63% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.04% | -7.76% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.90% | +0.03% | +1.86% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.02% | -9.17% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.08% | -1.66% | |
| 20 | B | Barrick Mining CORP | Stock-Materials | 0.65% | -0.09% | +0.26% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.63% | +0.06% | — | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.62% | +0.09% | -2.26% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.02% | +18.15% | |
| 24 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.52% | +0.12% | — | |
| 25 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.50% | +0.07% | -5.41% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.50% | +0.04% | -4.84% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.19% | +3.48% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.03% | +0.02% | |
| 29 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.46% | +0.05% | +0.18% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.01% | +0.04% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.07% | +1.03% | |
| 32 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.41% | -0.03% | +1.39% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | +0.02% | -0.72% | |
| 34 | INTC | Intel CORP | Stock-Tech | 0.39% | +0.80% | +0.41% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.36% | +0.06% | +0.17% | |
| 36 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.35% | -0.02% | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.34% | +0.02% | -5.09% | |
| 38 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.33% | -0.11% | -2.19% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.02% | +19.89% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.31% | +0.01% | +1.30% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.30% | +0.01% | -1.88% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.06% | +17.82% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.29% | +0.34% | -0.32% | |
| 44 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.28% | -0.02% | — | |
| 45 | IHDG | Wisdomtree International Hed | ETF-Other | 0.28% | — | — | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.28% | -0.06% | -0.65% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.05% | — | |
| 48 | NEM | Newmont CORP | Stock-Materials | 0.24% | -0.04% | -0.36% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.24% | +0.02% | — | |
| 50 | EXP | Eagle Materials Inc | Stock-Materials | 0.24% | +0.02% | -1.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | B | Barrick Mining CORP | +0.2% | +0.26% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.1% | -1.66% | Trim |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.04% | Trim |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +213.35% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.1% | +2.58% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.03% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | +18.15% | Add |
| 8 | VGSH | Vanguard Short-term Treasury | +0.1% | +1.61% | Add |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +4.48% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.1% | +3.48% | Add |
| 11 | AMAT | Applied Materials Inc | +0.1% | -0.32% | Trim |
| 12 | MRK | Merck & Co. Inc. | +0.1% | -1.88% | Trim |
| 13 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | +2.43% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +17.82% | Add |
| 15 | VEA | Vanguard Ftse Developed ETF | 0% | +1.86% | Add |
| 16 | JNJ | Johnson & Johnson | 0% | +0.04% | Add |
| 17 | INTC | Intel CORP | 0% | +0.41% | Add |
| 18 | EXPE | Expedia Group Inc | 0% | — | Unchanged |
| 19 | MS | Morgan Stanley | 0% | +0.17% | Add |
| 20 | NEM | Newmont CORP | 0% | -0.36% | Trim |
| 21 | XME | Ss Spdr S&p Metals Mining | 0% | — | Unchanged |
| 22 | META | Meta Platforms Inc-class A | 0% | +19.89% | Add |
| 23 | VGLT | Vanguard Long-term Treasury | 0% | +3.07% | Add |
| 24 | MBC | Masterbrand Inc | 0% | — | Unchanged |
| 25 | JULZ | Ts Str Outcome Jul ETF | 0% | -12.77% | Trim |
| 26 | AJG | Arthur J Gallagher & Co | 0% | — | Unchanged |
| 27 | IWO | Ishares Russell 2000 Growth | 0% | -5.41% | Trim |
| 28 | FBIN | Fortune Brands Innovations I | 0% | — | Unchanged |
| 29 | EXP | Eagle Materials Inc | 0% | -1.13% | Trim |
| 30 | IWF | Ishares Russell 1000 Growth | -0.1% | -4.02% | Trim |
| 31 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -2.38% | Trim |
| 32 | IWD | Ishares Russell 1000 Value E | -0.1% | -4.13% | Trim |
| 33 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -5.08% | Trim |
| 34 | MSFT | Microsoft CORP | -0.1% | -9.17% | Trim |
| 35 | JPST | Jpmorgan Ultra-short Income | -0.2% | -14.63% | Trim |
| 36 | ORCL | Oracle CORP | -0.2% | +0.02% | Add |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | -2.04% | Trim |
| 38 | TLT | Ishares 20+ Year Treasury Bd | -0.5% | -1.52% | Trim |
| 39 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 40 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
| 41 | RBLX | Roblox CORP -class A | — | EXIT | Sold out |
| 42 | DIVZ | Elevation Series Trust - Pol | — | EXIT | Sold out |
| 43 | MFC | Manulife Financial CORP | — | NEW | New buy |
| 44 | NOVZ | Trueshares Struc Outcome Nov | — | EXIT | Sold out |
| 45 | HII | Huntington Ingalls Industrie | — | NEW | New buy |
| 46 | AZO | Autozone Inc | — | EXIT | Sold out |
| 47 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 48 | BAC | Bank Of America CORP | — | NEW | New buy |
| 49 | NAGE | Niagen Bioscience Inc | — | NEW | New buy |
| 50 | PTLO | Portillo's Inc-cl A | — | 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 98 disclosed positions in Q4 2025.
During Q4 2025, Insight 2811, Inc.'s top holdings by market value included VGSH (21.3%)、TLT (9.8%)、IVV (9.7%). The largest single position, VGSH, represented 21.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, IVV) accounted for 50.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHW
市值: $1.4M
Top Position Liquidated / Trimmed
MDLZ
前期市值: $679.9K
In Q4 2025, Insight 2811, Inc. made 45 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 16 holdings, and fully liquidating 5 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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