Insight 2811, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$239.1M
Q ending 2026-03-31
Prior quarter
$226.7M
Q ending 2025-12-31
Change
+5.5% QoQ · +21.2% YoY
Positions
101
reported holdings
Largest positions
Top 100 of 101 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Scottsdale Fds | VGSH | Shares | $49.8M | 851K |
| Ishares Tr | TLT | Shares | $23.5M | 271K |
| Ishares Tr | IVV | Shares | $21.6M | 33K |
| Ishares Tr | AGG | Shares | $21.1M | 212K |
| Ishares Tr | SHY | Shares | $17.4M | 211K |
| Ishares Tr | IWD | Shares | $12.8M | 60K |
| Vanguard Scottsdale Fds | VGLT | Shares | $7.5M | 135K |
| Ishares Tr | IEFA | Shares | $7.3M | 80K |
| State Str Spdr S&P 500 Etf T | SPY | Put | $6.5M | 10K |
| Spdr Series Trust | BIL | Shares | $4.5M | 49K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $3.0M | 15K |
| Ishares Tr | IWF | Shares | $2.8M | 7K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.6M | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.4M | 5K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.2M | 34K |
| J P Morgan Exchange Traded F | JPST | Shares | $2.1M | 42K |
| Ishares Tr | IWP | Shares | $2.1M | 16K |
| Apple Inc | AAPL | Shares | $2.0M | 8K |
| Invesco Qqq Tr | QQQ | Put | $1.8M | 3K |
| Ishares Tr | IWS | Shares | $1.5M | 10K |
| Barrick Mng Corp | B | Shares | $1.4M | 34K |
| Alphabet Inc | GOOG | Shares | $1.4M | 5K |
| Jpmorgan Chase & Co | JPM | Shares | $1.4M | 5K |
| Schwab Charles Corp | SCHW | Shares | $1.3M | 14K |
| Johnson & Johnson | JNJ | Shares | $1.2M | 5K |
| Ishares Tr | IWN | Shares | $1.2M | 6K |
| Cisco Sys Inc | CSCO | Shares | $1.2M | 15K |
| Microsoft Corp | MSFT | Shares | $1.2M | 3K |
| Ishares Tr | IWO | Shares | $1.1M | 4K |
| Vanguard Admiral Fds Inc | VIOO | Shares | $1.1M | 10K |
| Intel Corp | INTC | Shares | $1.0M | 23K |
| Spdr Series Trust | SJNK | Shares | $953K | 38K |
| Alphabet Inc | GOOGL | Shares | $920K | 3K |
| Fortune Brands Innovations I | FBIN | Shares | $919K | 24K |
| Agnico Eagle Mines Ltd | AEM | Shares | $884K | 4K |
| Applied Matls Inc | AMAT | Shares | $844K | 2K |
| Vanguard Index Fds | VOO | Shares | $816K | 1K |
| Oracle Corp | ORCL | Shares | $814K | 6K |
| Arch Cap Group Ltd | Shares | $801K | 8K | |
| Morgan Stanley | MS | Shares | $787K | 5K |
| Select Sector Spdr Tr | XLK | Put | $744K | 6K |
| International Business Machs | IBM | Shares | $732K | 3K |
| Merck & Co Inc | MRK | Shares | $690K | 6K |
| Spdr Series Trust | XME | Shares | $672K | 6K |
| Verizon Communications Inc | VZ | Shares | $666K | 13K |
| Boeing Co | BA | Shares | $663K | 3K |
| Mckesson Corp | MCK | Shares | $661K | 764 |
| Ishares Tr | IWM | Shares | $645K | 3K |
| Wisdomtree Tr | IHDG | Shares | $636K | 13K |
| Meta Platforms Inc | META | Shares | $631K | 1K |
| Target Corp | TGT | Shares | $599K | 5K |
| Lockheed Martin Corp | LMT | Shares | $572K | 947 |
| Broadcom Inc | AVGO | Shares | $533K | 2K |
| Procter & Gamble Co | PG | Shares | $525K | 4K |
| Goldman Sachs Group Inc | GS | Shares | $524K | 619 |
| Pepsico Inc | PEP | Shares | $508K | 3K |
| Newmont Corp | NEM | Shares | $505K | 5K |
| Eagle Matls Inc | EXP | Shares | $477K | 3K |
| Abbvie Inc | ABBV | Shares | $473K | 2K |
| Exxon Mobil Corp | XOM | Shares | $456K | 3K |
| Shell Plc | SHEL | Shares | $456K | 5K |
| Allstate Corp | ALL | Shares | $446K | 2K |
| Spdr Series Trust | BILS | Shares | $445K | 4K |
| Nvidia Corporation | NVDA | Shares | $438K | 3K |
| Qualcomm Inc | QCOM | Shares | $424K | 3K |
| Mcdonalds Corp | MCD | Shares | $367K | 1K |
| Spdr Series Trust | XOP | Shares | $354K | 2K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $353K | 867 |
| Tapestry Inc | TPR | Shares | $338K | 2K |
| Ishares Gold Tr | IAU | Shares | $331K | 4K |
| Vanguard Admiral Fds Inc | VIOV | Shares | $322K | 3K |
| Vanguard Admiral Fds Inc | IVOG | Shares | $321K | 3K |
| Bp Plc | BP | Shares | $317K | 7K |
| Vanguard Admiral Fds Inc | VIOG | Shares | $314K | 3K |
| Vanguard Admiral Fds Inc | IVOV | Shares | $313K | 3K |
| Northrop Grumman Corp | NOC | Shares | $312K | 457 |
| Vanguard Star Fds | VXUS | Shares | $310K | 4K |
| Gallagher Arthur J & Co | AJG | Shares | $303K | 1K |
| Vanguard Intl Equity Index F | VSS | Shares | $291K | 2K |
| Danaher Corp Del | DHR | Shares | $289K | 2K |
| Huntington Ingalls Inds Inc | HII | Shares | $272K | 715 |
| Mueller Wtr Prods Inc | MWA | Shares | $257K | 9K |
| Ishares Tr | IYW | Shares | $256K | 1K |
| Coca Cola Co | KO | Shares | $254K | 3K |
| Expedia Group Inc | EXPE | Shares | $254K | 1K |
| Tjx Cos Inc New | TJX | Shares | $248K | 2K |
| Cardinal Health Inc | CAH | Shares | $230K | 1K |
| Ross Stores Inc | ROST | Shares | $230K | 1K |
| Kratos Defense & Sec Solutio | KTOS | Shares | $226K | 3K |
| Manulife Finl Corp | MFC | Shares | $225K | 7K |
| Alps Etf Tr | AMLP | Shares | $224K | 4K |
| Kinder Morgan Inc Del | KMI | Shares | $218K | 7K |
| Masterbrand Inc | MBC | Shares | $216K | 26K |
| General Dynamics Corp | GD | Shares | $212K | 617 |
| Ebay Inc. | EBAY | Shares | $209K | 2K |
| Vanguard World Fd | VGT | Shares | $209K | 300 |
| Associated Banc-Corp | ASB | Shares | $207K | 8K |
| Baxter Intl Inc | BAX | Shares | $173K | 10K |
| Invesco Qqq Tr | QQQ | Shares | $169K | 293 |
| Niagen Bioscience Inc | NAGE | Shares | $101K | 23K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.