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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%

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. <br><br> 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. <br><br> 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
$239Million
  as of May 07, 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 inc229,917
alps etf tr223,562
kinder morgan inc del217,945
baxter intl inc172,788
invesco qqq tr169,155
New stocks bought by INSIGHT 2811, INC.

Additions

Ticker% Inc.
vanguard index fds31.6
qualcomm inc26.82
jpmorgan chase & co19.56
pepsico inc18.52
allstate corp12.57
bp plc8.53
procter & gamble co8.48
broadcom inc8.3
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%
Others86.3
Technology4.2
Financial Services2.5
Healthcare1.7
Communication Services1.6
Industrials1.1

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%
UNALLOCATED86.3
MEGA-CAP8.4
LARGE-CAP4.1

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%
Others86.9
S&P 50012.5
Top 5 Winners (%)%
BIL
spdr series trust
44.0 %
XOM
exxon mobil corp
40.8 %
BP
bp plc
33.5 %
AMAT
applied matls inc
32.7 %
SHEL
shell plc
26.6 %
Top 5 Winners ($)$
AMAT
applied matls inc
0.2 M
IJR
ishares tr
0.2 M
JNJ
johnson & johnson
0.2 M
INTC
intel corp
0.2 M
AEM
agnico eagle mines ltd
0.1 M
Top 5 Losers (%)%
CDXC
niagen bioscience inc
-30.7 %
masterbrand inc
-24.7 %
ORCL
oracle corp
-24.4 %
MSFT
microsoft corp
-23.4 %
QCOM
qualcomm inc
-22.7 %
Top 5 Losers ($)$
IJR
ishares tr
-1.0 M
MSFT
microsoft corp
-0.4 M
IJR
ishares tr
-0.3 M
ORCL
oracle corp
-0.3 M
FBHS
fortune brands innovations i
-0.3 M

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.

$230.01MTotal Value
102Positions
07 May, 2026Last Reported
Current holdings of Current Stock Holdings of INSIGHT 2811, INC., last reported on 07 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACES
Alps Etf Tr

Alps Etf Tr

ACES
INSIGHT 2811, INC.'s holding in Alps Etf Tr over time
0.09%4,247
$223.6K
0.09%
new position
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
INSIGHT 2811, INC.'s holding in Agnico Eagle Mines Ltd over time
0.37%4,353
$883.6K
0.37%
decreased 0.41 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
INSIGHT 2811, INC.'s holding in J P Morgan Exchange Traded F over time
0.9%42,320
$2.14M
0.9%
decreased 3.88 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
INSIGHT 2811, INC.'s holding in J P Morgan Exchange Traded F over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIL
Spdr Series Trust

Spdr Series Trust

BIL
INSIGHT 2811, INC.'s holding in Spdr Series Trust over time
1.89%49,404
$4.53M
1.89%
decreased 1.31 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
INSIGHT 2811, INC.'s holding in Spdr Series Trust over time
0.4%38,169
$953.5K
0.4%
increased 4.12 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
INSIGHT 2811, INC.'s holding in Spdr Series Trust over time
0.28%6,222
$672.0K
0.28%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
INSIGHT 2811, INC.'s holding in Spdr Series Trust over time
0.19%4,475
$445.0K
0.19%
increased 1.82 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
INSIGHT 2811, INC.'s holding in Spdr Series Trust over time
0.15%1,949
$354.4K
0.15%
unchanged 0 percentunchanged