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Latest INSIGHT 2811, INC. Stock Portfolio

$258Million | No. of Holdings #105

INSIGHT 2811, INC. Performance

2026 Q2+2.60%
YTD+1.52%
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 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, INSIGHT 2811, INC. reported an equity portfolio of $258.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of INSIGHT 2811, INC. are BNDW, IJR, IJR. The fund has invested 19.2% of it's portfolio in VANGUARD SCOTTSDALE FDS and 9.6% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off KRATOS DEFENSE & SEC SOLUTIO (KTOS) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), J P MORGAN EXCHANGE TRADED F (BBAX) and ISHARES TR (IJR). INSIGHT 2811, INC. opened new stock positions in NUCOR CORP (NUE), ISHARES INC (EMGF) and CLOROX CO DEL (CLX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD ADMIRAL FDS INC (IVOG) and ISHARES TR (IJR).
INSIGHT 2811, INC. Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$258Million
  as of Aug 11, 2026

INSIGHT 2811, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that INSIGHT 2811, INC. made a return of 2.6% in the last quarter. In trailing 12 months, it's portfolio return was 6.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nucor corp267,300
ishares inc249,510
clorox co del240,509
medtronic plc237,663
cummins inc221,195
bank of amer corp211,111
dell technologies inc207,532
ge aerospace200,693
New stocks bought by INSIGHT 2811, INC.

Additions

Ticker% Inc.
vanguard world fd700
vanguard admiral fds inc498
ishares tr300
baxter intl inc24.76
schwab charles corp21.8
ishares tr9.73
bp plc9.08
vanguard index fds9.00
Additions to existing portfolio by INSIGHT 2811, INC.

Reductions

Ticker% Reduced
spdr series trust-11.17
j p morgan exchange traded f-6.91
ishares tr-3.00
goldman sachs group inc-1.62
intel corp-1.27
spdr series trust-1.08
apple inc-0.47
arch cap group ltd-0.4
INSIGHT 2811, INC. reduced stake in above stock

Sold off

Ticker$ Sold
kratos defense & sec solutio-225,632
INSIGHT 2811, INC. got rid off the above stocks

Sector Distribution

INSIGHT 2811, INC. has about 84% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Communication Services
Sector%
Others84
Technology5.9
Financial Services2.8
Healthcare1.8
Communication Services1.6

Market Cap. Distribution

INSIGHT 2811, INC. has about 14.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED84
MEGA-CAP9.8
LARGE-CAP5

Stocks belong to which Index?

About 14.6% of the stocks held by INSIGHT 2811, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others84.9
S&P 50014.6
Top 5 Winners (%)%
INTC
intel corp
215.0 %
AMAT
applied matls inc
111.1 %
CSCO
cisco sys inc
51.3 %
QCOM
qualcomm inc
42.9 %
FBHS
fortune brands innovations i
40.9 %
Top 5 Winners ($)$
IJR
ishares tr
3.2 M
INTC
intel corp
2.2 M
IJR
ishares tr
1.7 M
AMAT
applied matls inc
0.9 M
CSCO
cisco sys inc
0.6 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
IVOG
vanguard admiral fds inc
-69.7 %
IJR
ishares tr
-60.3 %
CDXC
niagen bioscience inc
-27.7 %
HII
huntington ingalls inds inc
-25.6 %
Top 5 Losers ($)$
IJR
ishares tr
-4.9 M
IVOG
vanguard admiral fds inc
-1.0 M
VAW
vanguard world fd
-0.8 M
BNDW
vanguard scottsdale fds
-0.3 M
AEM
agnico eagle mines ltd
-0.2 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 105 stocks in it's portfolio. About 67.4% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for INSIGHT 2811, INC. last quarter.

$246.97MTotal Value
106Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of INSIGHT 2811, INC., last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
$220.2K
0.09%
unchanged 0 percentunchanged
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
INSIGHT 2811, INC.'s holding in Agnico Eagle Mines Ltd over time
0.26%4,353
$675.3K
0.26%
unchanged 0 percentunchanged
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
0.77%39,397
$1.99M
0.77%
decreased 6.91 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
INSIGHT 2811, INC.'s holding in Spdr Series Trust over time
1.77%50,037
$4.59M
1.77%
increased 1.28 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
INSIGHT 2811, INC.'s holding in Spdr Series Trust over time
0.37%37,756
$945.0K
0.37%
decreased 1.08 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
INSIGHT 2811, INC.'s holding in Spdr Series Trust over time
0.26%6,222
$665.3K
0.26%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
INSIGHT 2811, INC.'s holding in Spdr Series Trust over time
0.15%3,975
$395.0K
0.15%
decreased 11.17 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
INSIGHT 2811, INC.'s holding in Spdr Series Trust over time
0.12%1,949
$300.7K
0.12%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
INSIGHT 2811, INC.'s holding in Vanguard Scottsdale Fds over time
19.19%852,297
$49.60M
19.19%
increased 0.1 percentadded