INSIGHT 2811, INC.

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Institutional

CIK 0001334952

$239.1M

Reported AUM

Positions

Q1 2026

Period

2026-05-07

Filed

The Brief · INSIGHT 2811, INC. · Q1 2026

AI · grounded in 13F

INSIGHT 2811, INC. established a new position in QQQ valued at $2,016,131. The fund increased its holdings in SPY by 12.58% and TLT by 5.81%. Conversely, it closed positions in PFE and JULZ, while trimming its stake in XLK by 62.67%.

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	$58.13	0.02%	2.62%	9.75%	$49.8M	20.85%	—	HELD
2	TLT	ISHARES TR	$82.80	-0.06%	-1.74%	-34.03%	$23.5M	9.83%	—	HELD
3	IVV	ISHARES TR	$745.20	1.65%	20.00%	75.17%	$21.6M	9.03%	—	HELD
4	AGG	ISHARES TR	$97.62	0.07%	2.12%	-1.50%	$21.1M	8.81%	—	HELD
5	SHY	ISHARES TR	$82.01	0.02%	2.51%	9.23%	$17.4M	7.29%	—	HELD
6	IWD	ISHARES TR	$250.71	0.48%	32.19%	69.23%	$12.8M	5.34%	—	HELD
7	SPY	STATE STR SPDR S&P 500 ETF T	$741.69	1.68%	18.63%	72.84%	$9.1M	3.81%	—	HELD
8	VGLT	VANGUARD SCOTTSDALE FDS	$53.10	-0.06%	-1.10%	-30.11%	$7.5M	3.13%	—	HELD
9	IEFA	ISHARES TR	$98.88	2.75%	22.02%	47.71%	$7.3M	3.04%	—	HELD
10	BIL	SPDR SERIES TRUST	$91.65	0.01%	3.74%	18.97%	$4.5M	1.89%	—	HELD
11	VOOV	VANGUARD ADMIRAL FDS INC	$224.10	-0.10%	21.09%	69.10%	$3.0M	1.26%	—	HELD
12	IWF	ISHARES TR	$117.43	2.96%	6.02%	61.53%	$2.8M	1.17%	—	HELD
13	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$2.4M	1.00%	—	HELD
14	VEA	VANGUARD TAX-MANAGED FDS	$71.09	3.10%	26.64%	53.50%	$2.2M	0.90%	—	HELD
15	JPST	J P MORGAN EXCHANGE TRADED F	$50.54	0.00%	3.90%	19.93%	$2.1M	0.90%	—	HELD
16	IWP	ISHARES TR	$137.48	2.35%	-2.05%	18.01%	$2.1M	0.88%	—	HELD
17	QQQ	INVESCO QQQ TR	—	—	20.05%	79.46%	$2.0M	0.84%	—	HELD
18	AAPL	APPLE INC	$333.43	-1.41%	65.41%	124.96%	$2.0M	0.82%	—	HELD
19	IWS	ISHARES TR	$167.60	-0.22%	27.17%	53.17%	$1.5M	0.62%	—	HELD
20	B	BARRICK MNG CORP	$37.70	3.69%	80.45%	113.85%	$1.4M	0.58%	—	HELD
21	GOOG	ALPHABET INC	$333.68	-0.62%	77.27%	132.86%	$1.4M	0.58%	—	HELD
22	JPM	JPMORGAN CHASE & CO	$350.85	1.78%	21.40%	144.23%	$1.4M	0.57%	—	HELD
23	SCHW	SCHWAB CHARLES CORP	$104.33	-0.13%	9.66%	51.38%	$1.3M	0.56%	—	HELD
24	JNJ	JOHNSON & JOHNSON	$255.82	-3.66%	56.99%	69.37%	$1.2M	0.52%	—	HELD
25	IWN	ISHARES TR	$221.79	0.09%	43.44%	48.71%	$1.2M	0.49%	—	HELD
26	CSCO	CISCO SYS INC	$113.56	0.96%	71.43%	119.60%	$1.2M	0.49%	—	HELD
27	MSFT	MICROSOFT CORP	$451.10	15.51%	-13.24%	55.41%	$1.2M	0.48%	—	HELD
28	IWO	ISHARES TR	$373.48	2.69%	30.72%	25.12%	$1.1M	0.47%	—	HELD
29	VIOO	VANGUARD ADMIRAL FDS INC	$134.87	0.80%	35.82%	40.22%	$1.1M	0.46%	—	HELD
30	INTC	INTEL CORP	$91.13	11.30%	371.93%	83.02%	$1.0M	0.42%	—	HELD
31	SJNK	SPDR SERIES TRUST	$24.85	0.32%	—	—	$953K	0.40%	—	HELD
32	GOOGL	ALPHABET INC	$333.66	-0.91%	—	—	$920K	0.38%	—	HELD
33	FBIN	FORTUNE BRANDS INNOVATIONS I	$49.25	0.26%	—	—	$919K	0.38%	—	HELD
34	AEM	AGNICO EAGLE MINES LTD	$150.75	4.38%	—	—	$884K	0.37%	—	HELD
35	AMAT	APPLIED MATLS INC	$501.77	14.97%	—	—	$844K	0.35%	—	HELD
36	VOO	VANGUARD INDEX FDS	$681.79	1.66%	—	—	$816K	0.34%	—	HELD
37	ORCL	ORACLE CORP	$127.56	8.34%	—	—	$814K	0.34%	—	HELD
38	ACGL	ARCH CAP GROUP LTD	$101.14	-3.26%	—	—	$801K	0.33%	—	HELD
39	MS	MORGAN STANLEY	$210.06	3.41%	—	—	$787K	0.33%	—	HELD
40	XLK	SELECT SECTOR SPDR TR	$175.73	5.50%	—	—	$744K	0.31%	—	HELD
41	IBM	INTERNATIONAL BUSINESS MACHS	$221.74	-2.08%	—	—	$732K	0.31%	—	HELD
42	MRK	MERCK & CO INC	$129.79	-0.44%	—	—	$690K	0.29%	—	HELD
43	XME	SPDR SERIES TRUST	$101.86	4.39%	—	—	$672K	0.28%	—	HELD
44	VZ	VERIZON COMMUNICATIONS INC	$46.11	-2.35%	—	—	$666K	0.28%	—	HELD
45	BA	BOEING CO	$220.90	3.22%	—	—	$663K	0.28%	—	HELD
46	MCK	MCKESSON CORP	$865.51	-2.59%	—	—	$661K	0.28%	—	HELD
47	IWM	ISHARES TR	$292.59	1.39%	—	—	$645K	0.27%	—	HELD
48	IHDG	WISDOMTREE TR	$53.11	1.43%	—	—	$636K	0.27%	—	HELD
49	META	META PLATFORMS INC	$539.03	-7.95%	—	—	$631K	0.26%	—	HELD
50	TGT	TARGET CORP	$144.51	-0.95%	—	—	$599K	0.25%	—	HELD
51	LMT	LOCKHEED MARTIN CORP	$574.11	0.86%	—	—	$572K	0.24%	—	HELD
52	AVGO	BROADCOM INC	$387.84	4.73%	—	—	$533K	0.22%	—	HELD
53	PG	PROCTER & GAMBLE CO	$143.96	-1.46%	—	—	$525K	0.22%	—	HELD
54	GS	GOLDMAN SACHS GROUP INC	$1024.86	4.50%	—	—	$524K	0.22%	—	HELD
55	PEP	PEPSICO INC	$140.20	-2.30%	—	—	$508K	0.21%	—	HELD
56	NEM	NEWMONT CORP	$95.76	4.84%	—	—	$505K	0.21%	—	HELD
57	EXP	EAGLE MATLS INC	$205.48	-2.11%	—	—	$477K	0.20%	—	HELD
58	ABBV	ABBVIE INC	$257.41	-2.24%	—	—	$473K	0.20%	—	HELD
59	XOM	EXXON MOBIL CORP	$156.97	0.14%	—	—	$456K	0.19%	—	HELD
60	SHEL	SHELL PLC	$90.51	2.46%	—	—	$456K	0.19%	—	HELD
61	ALL	ALLSTATE CORP	$265.38	-3.28%	—	—	$446K	0.19%	—	HELD
62	BILS	SPDR SERIES TRUST	$99.42	0.02%	—	—	$445K	0.19%	—	HELD
63	NVDA	NVIDIA CORPORATION	$195.04	2.65%	—	—	$438K	0.18%	—	HELD
64	QCOM	QUALCOMM INC	$151.60	-2.62%	—	—	$424K	0.18%	—	HELD
65	MCD	MCDONALDS CORP	$268.44	-1.13%	—	—	$367K	0.15%	—	HELD
66	XOP	SPDR SERIES TRUST	$174.87	1.64%	—	—	$354K	0.15%	—	HELD
67	VOOG	VANGUARD ADMIRAL FDS INC	$80.16	3.26%	—	—	$353K	0.15%	—	HELD
68	TPR	TAPESTRY INC	$152.58	1.65%	—	—	$338K	0.14%	—	HELD
69	IAU	ISHARES GOLD TR	$77.30	1.66%	—	—	$331K	0.14%	—	HELD
70	VIOV	VANGUARD ADMIRAL FDS INC	$116.54	-0.09%	—	—	$322K	0.13%	—	HELD
71	IVOG	VANGUARD ADMIRAL FDS INC	$139.38	1.35%	—	—	$321K	0.13%	—	HELD
72	BP	BP PLC	$44.22	2.08%	—	—	$317K	0.13%	—	HELD
73	VIOG	VANGUARD ADMIRAL FDS INC	$148.78	1.75%	—	—	$314K	0.13%	—	HELD
74	IVOV	VANGUARD ADMIRAL FDS INC	$114.63	0.21%	—	—	$313K	0.13%	—	HELD
75	NOC	NORTHROP GRUMMAN CORP	$534.85	-0.04%	—	—	$312K	0.13%	—	HELD
76	VXUS	VANGUARD STAR FDS	$84.77	2.89%	—	—	$310K	0.13%	—	HELD
77	AJG	GALLAGHER ARTHUR J & CO	$256.46	-4.63%	—	—	$303K	0.13%	—	HELD
78	VSS	VANGUARD INTL EQUITY INDEX F	$150.76	2.04%	—	—	$291K	0.12%	—	HELD
79	DHR	DANAHER CORP DEL	$196.17	-0.16%	—	—	$289K	0.12%	—	HELD
80	HII	HUNTINGTON INGALLS INDS INC	$319.90	14.09%	—	—	$272K	0.11%	—	HELD
81	MWA	MUELLER WTR PRODS INC	$24.95	-0.87%	—	—	$257K	0.11%	—	HELD
82	IYW	ISHARES TR	$236.96	4.23%	—	—	$256K	0.11%	—	HELD
83	KO	COCA COLA CO	$88.49	-0.66%	—	—	$254K	0.11%	—	HELD
84	EXPE	EXPEDIA GROUP INC	$292.93	-3.73%	—	—	$254K	0.11%	—	HELD
85	TJX	TJX COS INC NEW	$159.26	-1.47%	—	—	$248K	0.10%	—	HELD
86	CAH	CARDINAL HEALTH INC	$227.07	-0.89%	—	—	$230K	0.10%	—	HELD
87	ROST	ROSS STORES INC	$252.57	0.24%	—	—	$230K	0.10%	—	HELD
88	KTOS	KRATOS DEFENSE & SEC SOLUTIO	$46.17	5.22%	—	—	$226K	0.09%	—	HELD
89	MFC	MANULIFE FINL CORP	$44.55	1.43%	—	—	$225K	0.09%	—	HELD
90	AMLP	ALPS ETF TR	$54.83	0.02%	—	—	$224K	0.09%	—	HELD
91	KMI	KINDER MORGAN INC DEL	$31.66	-0.60%	—	—	$218K	0.09%	—	HELD
92	MBC	MASTERBRAND INC	$8.15	-3.89%	—	—	$216K	0.09%	—	HELD
93	GD	GENERAL DYNAMICS CORP	$382.20	0.33%	—	—	$212K	0.09%	—	HELD
94	EBAY	EBAY INC.	$113.52	-1.54%	—	—	$209K	0.09%	—	HELD
95	VGT	VANGUARD WORLD FD	$113.58	4.97%	—	—	$209K	0.09%	—	HELD
96	ASB	ASSOCIATED BANC-CORP	$30.76	0.13%	—	—	$207K	0.09%	—	HELD
97	BAX	BAXTER INTL INC	$26.75	7.99%	—	—	$173K	0.07%	—	HELD
98	NAGE	NIAGEN BIOSCIENCE INC	$3.32	3.11%	—	—	$101K	0.04%	—	HELD
99	PTLO	PORTILLOS INC	$4.62	-2.94%	—	—	$85K	0.04%	—	HELD

Source: SEC EDGAR · accession 0001334952-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.