Latest INSIGHT 2811, INC. Stock Portfolio
$239Million– No. of Holdings #98
INSIGHT 2811, INC. Performance:
2026 Q1: -1.05%YTD: -1.05%2025: 7.79%
Performance for 2026 Q1 is -1.05%, and YTD is -1.05%, and 2025 is 7.79%.
About INSIGHT 2811, INC. and 13F Hedge Fund Stock Holdings
INSIGHT 2811, INC. is a hedge fund based in Chicago, IL. On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, INSIGHT 2811, INC. reported an equity portfolio of $239.1 Millions as of 31 Mar, 2026.
The top stock holdings of INSIGHT 2811, INC. are BNDW, IJR, IJR. The fund has invested 20.9% of it's portfolio in VANGUARD SCOTTSDALE FDS and 9.8% of portfolio in ISHARES TR.
The fund managers got completely rid off PFIZER INC (PFE), ELEVATION SERIES TRUST and J P MORGAN EXCHANGE TRADED F (BBAX) stocks. They significantly reduced their stock positions in PORTILLOS INC (PTLO), ASSOCIATED BANC-CORP (ASB) and ISHARES TR (IJR). INSIGHT 2811, INC. opened new stock positions in ROSS STORES INC (ROST), ALPS ETF TR (ACES) and KINDER MORGAN INC DEL (KMI). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), QUALCOMM INC (QCOM) and JPMORGAN CHASE & CO (JPM).
The top stock holdings of INSIGHT 2811, INC. are BNDW, IJR, IJR. The fund has invested 20.9% of it's portfolio in VANGUARD SCOTTSDALE FDS and 9.8% of portfolio in ISHARES TR.
The fund managers got completely rid off PFIZER INC (PFE), ELEVATION SERIES TRUST and J P MORGAN EXCHANGE TRADED F (BBAX) stocks. They significantly reduced their stock positions in PORTILLOS INC (PTLO), ASSOCIATED BANC-CORP (ASB) and ISHARES TR (IJR). INSIGHT 2811, INC. opened new stock positions in ROSS STORES INC (ROST), ALPS ETF TR (ACES) and KINDER MORGAN INC DEL (KMI). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), QUALCOMM INC (QCOM) and JPMORGAN CHASE & CO (JPM).
INSIGHT 2811, INC. Equity Portfolio Value
Last Reported on: 07 May, 2026
INSIGHT 2811, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that INSIGHT 2811, INC. made a return of -1.05% in the last quarter. In trailing 12 months, it's portfolio return was 5.99%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ross stores inc | 229,917 |
| alps etf tr | 223,562 |
| kinder morgan inc del | 217,945 |
| baxter intl inc | 172,788 |
| invesco qqq tr | 169,155 |
New stocks bought by INSIGHT 2811, INC.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 31.6 |
| qualcomm inc | 26.82 |
| jpmorgan chase & co | 19.56 |
| pepsico inc | 18.52 |
| allstate corp | 12.57 |
| bp plc | 8.53 |
| procter & gamble co | 8.48 |
| broadcom inc | 8.3 |
Additions to existing portfolio by INSIGHT 2811, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| portillos inc | -35.46 |
| associated banc-corp | -20.00 |
| ishares tr | -16.53 |
| newmont corp | -14.76 |
| merck & co inc | -10.5 |
| nvidia corporation | -7.37 |
| ebay inc. | -4.17 |
| j p morgan exchange traded f | -3.88 |
INSIGHT 2811, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| pfizer inc | -314,537 |
| elevation series trust | -287,685 |
| j p morgan exchange traded f | -234,970 |
| bank america corp | -203,775 |
INSIGHT 2811, INC. got rid off the above stocks
Sector Distribution
INSIGHT 2811, INC. has about 86.3% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Healthcare
- Communication Services
- Industrials
| Sector | % |
|---|---|
| Others | 86.3 |
| Technology | 4.2 |
| Financial Services | 2.5 |
| Healthcare | 1.7 |
| Communication Services | 1.6 |
| Industrials | 1.1 |
Market Cap. Distribution
INSIGHT 2811, INC. has about 12.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 86.3 |
| MEGA-CAP | 8.4 |
| LARGE-CAP | 4.1 |
Stocks belong to which Index?
About 12.5% of the stocks held by INSIGHT 2811, INC. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 86.9 |
| S&P 500 | 12.5 |
INSIGHT 2811, INC. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of INSIGHT 2811, INC.
INSIGHT 2811, INC. has 98 stocks in it's portfolio. About 70.5% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for INSIGHT 2811, INC. last quarter.
Last Reported on: 07 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.82 | 7,685 | 1,950,380 | added | 0.17 | ||
| ABBV | abbvie inc | 0.20 | 2,174 | 472,715 | added | 1.21 | ||
| ACES | alps etf tr | 0.09 | 4,247 | 223,562 | new | |||
| ACGL | arch cap group ltd | 0.34 | 8,340 | 800,557 | unchanged | 0.00 | ||
| AEM | agnico eagle mines ltd | 0.37 | 4,353 | 883,572 | reduced | -0.41 | ||
| AJG | gallagher arthur j & co | 0.13 | 1,400 | 303,212 | unchanged | 0.00 | ||
| ALL | allstate corp | 0.19 | 2,149 | 445,574 | added | 12.57 | ||
| AMAT | applied matls inc | 0.35 | 2,470 | 844,221 | reduced | -1.87 | ||
| ASB | associated banc-corp | 0.09 | 8,000 | 206,880 | reduced | -20.00 | ||
| AVGO | broadcom inc | 0.22 | 1,722 | 532,976 | added | 8.3 | ||
| BA | boeing co | 0.28 | 3,331 | 662,869 | added | 4.19 | ||
| BAC | bank america corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAX | baxter intl inc | 0.07 | 10,285 | 172,788 | new | |||
| BBAX | j p morgan exchange traded f | 0.90 | 42,320 | 2,141,790 | reduced | -3.88 | ||
| BBAX | j p morgan exchange traded f | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIL | spdr series trust | 1.89 | 49,404 | 4,527,380 | reduced | -1.31 | ||
| BIL | spdr series trust | 0.40 | 38,169 | 953,462 | added | 4.12 | ||
| BIL | spdr series trust | 0.28 | 6,222 | 672,038 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.19 | 4,475 | 444,994 | added | 1.82 | ||
| BIL | spdr series trust | 0.15 | 1,949 | 354,387 | unchanged | 0.00 | ||