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CIK: 0001334952
Total reported value
$258.5M
$258.5M
99 檔
51.6%
At the close of Q1 2026, Insight 2811, Inc. disclosed equity holdings valued at approximately $258.5M, spread across 99 reported holdings.
In Q1 2026, Insight 2811, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 50 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, TLT, IVV) accounted for 51.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 20.85% | -1.66% | +3.36% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 9.83% | -0.78% | +5.81% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.03% | +0.53% | +2.98% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.81% | -0.61% | +4.37% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 7.29% | -0.60% | +1.36% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.34% | +0.38% | +2.12% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.81% | +0.72% | +12.58% | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.13% | -0.21% | +5.13% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.04% | -0.02% | +1.80% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.89% | -0.12% | -1.31% | |
| 11 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.26% | — | +3.83% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.17% | +0.09% | -3.57% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | +0.04% | -3.27% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.90% | +0.03% | +2.78% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.90% | -0.13% | -3.88% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.88% | +0.07% | +0.68% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | -0.02% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.82% | +0.04% | +0.17% | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.62% | +0.09% | +2.04% | |
| 20 | B | Barrick Mining CORP | Stock-Materials | 0.58% | -0.09% | +1.27% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.08% | +1.56% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.02% | +19.56% | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.56% | +0.06% | -0.13% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.01% | +2.28% | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.49% | +0.04% | +0.68% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.19% | +3.89% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.02% | +0.19% | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.47% | +0.07% | +0.71% | |
| 29 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.46% | +0.05% | +1.00% | |
| 30 | INTC | Intel CORP | Stock-Tech | 0.42% | +0.80% | -3.27% | |
| 31 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.40% | -0.03% | +4.12% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.07% | +2.40% | |
| 33 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.38% | +0.12% | — | |
| 34 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.37% | -0.11% | -0.41% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.35% | +0.34% | -1.87% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.06% | +31.60% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.34% | -0.03% | +0.80% | |
| 38 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.33% | -0.02% | — | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.33% | +0.06% | +3.55% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.31% | +0.10% | -62.67% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | +0.02% | -0.20% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.29% | +0.01% | -10.50% | |
| 43 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.28% | -0.02% | — | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | -0.06% | +1.43% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.28% | +0.01% | +4.19% | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.28% | -0.06% | — | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | +0.02% | -16.53% | |
| 48 | IHDG | Wisdomtree International Hed | ETF-Other | 0.27% | — | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.02% | — | |
| 50 | TGT | Target CORP | Stock-Consumer Disc | 0.25% | +0.01% | +4.97% |
According to official SEC Form 13F filings, Insight 2811, Inc. reported a total U.S. public equity portfolio value of $258.5M across 99 disclosed positions in Q1 2026.
During Q1 2026, Insight 2811, Inc.'s top holdings by market value included VGSH (20.9%)、TLT (9.8%)、IVV (9.0%). The largest single position, VGSH, represented 20.9% of total portfolio value.
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Top New Position Initiated
QQQ
市值: $2.0M
Top Position Liquidated / Trimmed
PFE
前期市值: $314.5K
In Q1 2026, Insight 2811, Inc. made 79 total portfolio adjustments, initiating 5 new buys, adding to 50 positions, trimming 20 holdings, and fully liquidating 4 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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