Institutional
INSIGHT 2811, INC.
CIK 0001334952
$239.1M
Reported AUM
99
Positions
Q1 2026
Period
2026-05-07
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $58.12 | 0.07% | 2.55% | 9.68% | $49.8M | 20.85% | — | HELD |
| 2 | TLT | ISHARES TR | $82.85 | -1.65% | -0.09% | -32.92% | $23.5M | 9.83% | — | HELD |
| 3 | IVV | ISHARES TR | $733.12 | -1.49% | 20.42% | 75.78% | $21.6M | 9.03% | — | HELD |
| 4 | AGG | ISHARES TR | $97.55 | -0.38% | 2.27% | -1.35% | $21.1M | 8.81% | — | HELD |
| 5 | SHY | ISHARES TR | $81.99 | 0.06% | 2.45% | 9.16% | $17.4M | 7.29% | — | HELD |
| 6 | IWD | ISHARES TR | $249.52 | -1.00% | 32.89% | 70.13% | $12.8M | 5.34% | — | HELD |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $729.46 | -1.54% | 20.48% | 75.54% | $9.1M | 3.81% | — | HELD |
| 8 | VGLT | VANGUARD SCOTTSDALE FDS | $53.13 | -1.45% | 0.00% | -29.33% | $7.5M | 3.13% | — | HELD |
| 9 | IEFA | ISHARES TR | $96.23 | -0.54% | 22.68% | 48.50% | $7.3M | 3.04% | — | HELD |
| 10 | BIL | SPDR SERIES TRUST | $91.64 | 0.01% | 3.70% | 18.93% | $4.5M | 1.89% | — | HELD |
| 11 | VOOV | VANGUARD ADMIRAL FDS INC | $224.32 | -0.82% | 22.26% | 70.73% | $3.0M | 1.26% | — | HELD |
| 12 | IWF | ISHARES TR | $114.05 | -2.09% | 8.27% | 64.97% | $2.8M | 1.17% | — | HELD |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.4M | 1.00% | — | HELD |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $68.95 | -0.93% | 27.83% | 54.95% | $2.2M | 0.90% | — | HELD |
| 15 | JPST | J P MORGAN EXCHANGE TRADED F | $50.54 | 0.04% | 3.86% | 19.88% | $2.1M | 0.90% | — | HELD |
| 16 | IWP | ISHARES TR | $134.32 | -1.34% | -2.67% | 17.26% | $2.1M | 0.88% | — | HELD |
| 17 | QQQ | INVESCO QQQ TR | $661.73 | -2.04% | 22.54% | 83.19% | $2.0M | 0.84% | — | HELD |
| 18 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $2.0M | 0.82% | — | HELD |
| 19 | IWS | ISHARES TR | $167.97 | -0.85% | 28.79% | 55.12% | $1.5M | 0.62% | — | HELD |
| 20 | B | BARRICK MNG CORP | $36.36 | -0.90% | 74.03% | 106.25% | $1.4M | 0.58% | — | HELD |
| 21 | GOOG | ALPHABET INC | $335.76 | 0.95% | 75.60% | 130.67% | $1.4M | 0.58% | — | HELD |
| 22 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | 25.84% | 153.16% | $1.4M | 0.57% | — | HELD |
| 23 | SCHW | SCHWAB CHARLES CORP | $104.47 | -1.42% | 12.19% | 54.86% | $1.3M | 0.56% | — | HELD |
| 24 | JNJ | JOHNSON & JOHNSON | $265.53 | -0.45% | 64.28% | 77.25% | $1.2M | 0.52% | — | HELD |
| 25 | IWN | ISHARES TR | $221.60 | -1.12% | 45.06% | 50.39% | $1.2M | 0.49% | — | HELD |
| 26 | CSCO | CISCO SYS INC | $112.48 | -2.68% | 75.85% | 125.29% | $1.2M | 0.49% | — | HELD |
| 27 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $1.2M | 0.48% | — | HELD |
| 28 | IWO | ISHARES TR | $363.70 | -2.14% | 29.94% | 24.36% | $1.1M | 0.47% | — | HELD |
| 29 | VIOO | VANGUARD ADMIRAL FDS INC | $133.80 | -1.38% | 36.26% | 40.68% | $1.1M | 0.46% | — | HELD |
| 30 | INTC | INTEL CORP | $81.88 | -5.12% | 324.03% | 64.44% | $1.0M | 0.42% | — | HELD |
| 31 | SJNK | SPDR SERIES TRUST | $24.77 | -0.24% | — | — | $953K | 0.40% | — | HELD |
| 32 | GOOGL | ALPHABET INC | $336.71 | 0.90% | — | — | $920K | 0.38% | — | HELD |
| 33 | FBIN | FORTUNE BRANDS INNOVATIONS I | $49.12 | -3.86% | — | — | $919K | 0.38% | — | HELD |
| 34 | AEM | AGNICO EAGLE MINES LTD | $144.43 | 0.50% | — | — | $884K | 0.37% | — | HELD |
| 35 | AMAT | APPLIED MATLS INC | $436.45 | -8.40% | — | — | $844K | 0.35% | — | HELD |
| 36 | VOO | VANGUARD INDEX FDS | $670.63 | -1.52% | — | — | $816K | 0.34% | — | HELD |
| 37 | ORCL | ORACLE CORP | $117.74 | -1.85% | — | — | $814K | 0.34% | — | HELD |
| 38 | ACGL | ARCH CAP GROUP LTD | $104.55 | -1.81% | — | — | $801K | 0.33% | — | HELD |
| 39 | MS | MORGAN STANLEY | $203.13 | -3.99% | — | — | $787K | 0.33% | — | HELD |
| 40 | XLK | SELECT SECTOR SPDR TR | $166.57 | -2.64% | — | — | $744K | 0.31% | — | HELD |
| 41 | IBM | INTERNATIONAL BUSINESS MACHS | $226.44 | -0.49% | — | — | $732K | 0.31% | — | HELD |
| 42 | MRK | MERCK & CO INC | $130.36 | -1.11% | — | — | $690K | 0.29% | — | HELD |
| 43 | XME | SPDR SERIES TRUST | $97.58 | -3.81% | — | — | $672K | 0.28% | — | HELD |
| 44 | VZ | VERIZON COMMUNICATIONS INC | $47.22 | -2.01% | — | — | $666K | 0.28% | — | HELD |
| 45 | BA | BOEING CO | $214.01 | -3.41% | — | — | $663K | 0.28% | — | HELD |
| 46 | MCK | MCKESSON CORP | $888.56 | -0.11% | — | — | $661K | 0.28% | — | HELD |
| 47 | IWM | ISHARES TR | $288.57 | -1.64% | — | — | $645K | 0.27% | — | HELD |
| 48 | IHDG | WISDOMTREE TR | $52.36 | -0.76% | — | — | $636K | 0.27% | — | HELD |
| 49 | META | META PLATFORMS INC | $585.61 | -1.31% | — | — | $631K | 0.26% | — | HELD |
| 50 | TGT | TARGET CORP | $145.90 | 1.18% | — | — | $599K | 0.25% | — | HELD |
| 51 | LMT | LOCKHEED MARTIN CORP | $569.20 | -2.08% | — | — | $572K | 0.24% | — | HELD |
| 52 | AVGO | BROADCOM INC | $370.32 | -2.78% | — | — | $533K | 0.22% | — | HELD |
| 53 | PG | PROCTER & GAMBLE CO | $146.10 | -1.87% | — | — | $525K | 0.22% | — | HELD |
| 54 | GS | GOLDMAN SACHS GROUP INC | $980.75 | -5.09% | — | — | $524K | 0.22% | — | HELD |
| 55 | PEP | PEPSICO INC | $143.50 | 0.45% | — | — | $508K | 0.21% | — | HELD |
| 56 | NEM | NEWMONT CORP | $91.34 | -0.20% | — | — | $505K | 0.21% | — | HELD |
| 57 | EXP | EAGLE MATLS INC | $209.91 | -5.47% | — | — | $477K | 0.20% | — | HELD |
| 58 | ABBV | ABBVIE INC | $263.30 | 0.04% | — | — | $473K | 0.20% | — | HELD |
| 59 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | — | — | $456K | 0.19% | — | HELD |
| 60 | SHEL | SHELL PLC | $86.20 | -0.20% | — | — | $456K | 0.19% | — | HELD |
| 61 | ALL | ALLSTATE CORP | $274.39 | 0.72% | — | — | $446K | 0.19% | — | HELD |
| 62 | BILS | SPDR SERIES TRUST | $99.40 | 0.03% | — | — | $445K | 0.19% | — | HELD |
| 63 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | — | — | $438K | 0.18% | — | HELD |
| 64 | QCOM | QUALCOMM INC | $155.68 | -4.42% | — | — | $424K | 0.18% | — | HELD |
| 65 | MCD | MCDONALDS CORP | $271.52 | -0.55% | — | — | $367K | 0.15% | — | HELD |
| 66 | XOP | SPDR SERIES TRUST | $172.04 | 3.41% | — | — | $354K | 0.15% | — | HELD |
| 67 | VOOG | VANGUARD ADMIRAL FDS INC | $77.63 | -2.09% | — | — | $353K | 0.15% | — | HELD |
| 68 | TPR | TAPESTRY INC | $150.11 | -0.52% | — | — | $338K | 0.14% | — | HELD |
| 69 | IAU | ISHARES GOLD TR | $76.04 | 0.45% | — | — | $331K | 0.14% | — | HELD |
| 70 | VIOV | VANGUARD ADMIRAL FDS INC | $116.65 | -1.02% | — | — | $322K | 0.13% | — | HELD |
| 71 | IVOG | VANGUARD ADMIRAL FDS INC | $137.52 | -2.16% | — | — | $321K | 0.13% | — | HELD |
| 72 | BP | BP PLC | $43.32 | 3.96% | — | — | $317K | 0.13% | — | HELD |
| 73 | VIOG | VANGUARD ADMIRAL FDS INC | $146.22 | -1.75% | — | — | $314K | 0.13% | — | HELD |
| 74 | IVOV | VANGUARD ADMIRAL FDS INC | $114.39 | -1.14% | — | — | $313K | 0.13% | — | HELD |
| 75 | NOC | NORTHROP GRUMMAN CORP | $535.05 | -2.58% | — | — | $312K | 0.13% | — | HELD |
| 76 | VXUS | VANGUARD STAR FDS | $82.39 | -1.03% | — | — | $310K | 0.13% | — | HELD |
| 77 | AJG | GALLAGHER ARTHUR J & CO | $268.91 | 1.36% | — | — | $303K | 0.13% | — | HELD |
| 78 | VSS | VANGUARD INTL EQUITY INDEX F | $147.75 | -1.35% | — | — | $291K | 0.12% | — | HELD |
| 79 | DHR | DANAHER CORP DEL | $196.49 | -1.29% | — | — | $289K | 0.12% | — | HELD |
| 80 | HII | HUNTINGTON INGALLS INDS INC | $280.40 | -6.50% | — | — | $272K | 0.11% | — | HELD |
| 81 | MWA | MUELLER WTR PRODS INC | $25.17 | -2.86% | — | — | $257K | 0.11% | — | HELD |
| 82 | IYW | ISHARES TR | $227.34 | -2.09% | — | — | $256K | 0.11% | — | HELD |
| 83 | KO | COCA COLA CO | $89.08 | 0.92% | — | — | $254K | 0.11% | — | HELD |
| 84 | EXPE | EXPEDIA GROUP INC | $304.27 | 2.87% | — | — | $254K | 0.11% | — | HELD |
| 85 | TJX | TJX COS INC NEW | $161.63 | 0.52% | — | — | $248K | 0.10% | — | HELD |
| 86 | CAH | CARDINAL HEALTH INC | $229.12 | -1.46% | — | — | $230K | 0.10% | — | HELD |
| 87 | ROST | ROSS STORES INC | $251.96 | 0.37% | — | — | $230K | 0.10% | — | HELD |
| 88 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $43.88 | -9.79% | — | — | $226K | 0.09% | — | HELD |
| 89 | MFC | MANULIFE FINL CORP | $43.92 | -1.61% | — | — | $225K | 0.09% | — | HELD |
| 90 | AMLP | ALPS ETF TR | $54.82 | 0.04% | — | — | $224K | 0.09% | — | HELD |
| 91 | KMI | KINDER MORGAN INC DEL | $31.85 | 0.76% | — | — | $218K | 0.09% | — | HELD |
| 92 | MBC | MASTERBRAND INC | $8.48 | -5.99% | — | — | $216K | 0.09% | — | HELD |
| 93 | GD | GENERAL DYNAMICS CORP | $380.96 | -3.11% | — | — | $212K | 0.09% | — | HELD |
| 94 | EBAY | EBAY INC. | $115.30 | -1.82% | — | — | $209K | 0.09% | — | HELD |
| 95 | VGT | VANGUARD WORLD FD | $108.20 | -2.41% | — | — | $209K | 0.09% | — | HELD |
| 96 | ASB | ASSOCIATED BANC-CORP | $30.72 | -1.09% | — | — | $207K | 0.09% | — | HELD |
| 97 | BAX | BAXTER INTL INC | $24.77 | 1.64% | — | — | $173K | 0.07% | — | HELD |
| 98 | NAGE | NIAGEN BIOSCIENCE INC | $3.22 | -2.13% | — | — | $101K | 0.04% | — | HELD |
| 99 | PTLO | PORTILLOS INC | $4.76 | 1.71% | — | — | $85K | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0001334952-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.