Latest INSIGHT 2811, INC. Stock Portfolio

INSIGHT 2811, INC. Performance:

2025 Q4: 0.73%YTD: 7.79%2024: 3.06%

Performance for 2025 Q4 is 0.73%, and YTD is 7.79%, and 2024 is 3.06%.

About INSIGHT 2811, INC. and 13F Hedge Fund Stock Holdings

INSIGHT 2811, INC. is a hedge fund based in Chicago, IL. On 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, INSIGHT 2811, INC. reported an equity portfolio of $226.7 Millions as of 31 Dec, 2025.

The top stock holdings of INSIGHT 2811, INC. are BNDW, IJR, IJR. The fund has invested 21.3% of it's portfolio in VANGUARD SCOTTSDALE FDS and 9.8% of portfolio in ISHARES TR.

The fund managers got completely rid off MONDELEZ INTL INC (MDLZ), ROBLOX CORP (RBLX) and ELEVATION SERIES TRUST stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), ELEVATION SERIES TRUST and MICROSOFT CORP (MSFT). INSIGHT 2811, INC. opened new stock positions in SCHWAB CHARLES CORP (SCHW), MANULIFE FINL CORP and HUNTINGTON INGALLS INDS INC (HII). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), JPMORGAN CHASE & CO. (JPM) and VANGUARD INDEX FDS (VB).

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

Our best estimate is that INSIGHT 2811, INC. made a return of 0.73% in the last quarter. In trailing 12 months, it's portfolio return was 7.79%.

Performance
S&P 500

New Buys

Ticker	$ Bought
schwab charles corp	1,426,720
manulife finl corp	236,763
huntington ingalls inds inc	228,527
cardinal health inc	217,727
bank america corp	203,775
niagen bioscience inc	145,224
portillos inc	113,060

New stocks bought by INSIGHT 2811, INC.

Additions

Ticker	% Inc.
meta platforms inc	19.89
jpmorgan chase & co.	18.15
vanguard index fds	17.82
verizon communications inc	16.53
vanguard intl equity index f	11.76
pepsico inc	4.94
spdr series trust	4.48
cisco sys inc	3.48

Additions to existing portfolio by INSIGHT 2811, INC.

Reductions

Ticker	% Reduced
j p morgan exchange traded f	-14.63
elevation series trust	-12.77
j p morgan exchange traded f	-10.95
microsoft corp	-9.17
apple inc	-7.76
nvidia corporation	-7.62
coca cola co	-5.58
ishares tr	-5.41

INSIGHT 2811, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
mondelez intl inc	-679,923
elevation series trust	-294,904
elevation series trust	-228,887
roblox corp	-300,588
autozone inc	-223,092

INSIGHT 2811, INC. got rid off the above stocks

Sector Distribution

INSIGHT 2811, INC. has about 85.9% of it's holdings in Others sector.

Sector	%
Others	85.9
Technology	4.6
Financial Services	2.7
Healthcare	1.7
Communication Services	1.6

Market Cap. Distribution

INSIGHT 2811, INC. has about 12.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	85.9
LARGE-CAP	6.3
MEGA-CAP	6.2
MID-CAP	1.5

Stocks belong to which Index?

About 12.6% of the stocks held by INSIGHT 2811, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	86.7
S&P 500	12.6

Top 5 Winners (%)		%
	barrick mng corp	32.8 %
EXPE	expedia group inc	32.5 %
GOOG	alphabet inc	28.6 %
GOOG	alphabet inc	28.6 %
AMAT	applied matls inc	25.5 %

Top 5 Winners ($)		$
IJR	ishares tr	0.5 M
IJR	ishares tr	0.4 M
	barrick mng corp	0.4 M
GOOG	alphabet inc	0.3 M
GOOG	alphabet inc	0.2 M

Top 5 Losers (%)		%
ORCL	oracle corp	-30.7 %
KTOS	kratos defense & sec solutio	-16.9 %
AJG	gallagher arthur j & co	-16.4 %
	masterbrand inc	-16.2 %
EXP	eagle matls inc	-11.3 %

Top 5 Losers ($)		$
IJR	ishares tr	-0.6 M
ORCL	oracle corp	-0.5 M
BNDW	vanguard scottsdale fds	-0.1 M
MSFT	microsoft corp	-0.1 M
BNDW	vanguard scottsdale fds	-0.1 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 97 stocks in it's portfolio. About 72.6% 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.

Last Reported on: 03 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.92	7,672	2,085,710	reduced	-7.76

ABBV	abbvie inc	0.22	2,148	490,682	added	0.05

ACGL	arch cap group ltd	0.35	8,340	799,973	unchanged	0.00

AJG	gallagher arthur j & co	0.16	1,400	362,306	unchanged	0.00

ALL	allstate corp	0.17	1,909	397,358	added	0.1

AMAT	applied matls inc	0.28	2,517	646,844	reduced	-0.32

ASB	associated banc corp	0.11	10,000	257,600	unchanged	0.00

AVGO	broadcom inc	0.24	1,590	550,299	unchanged	0.00

AZO	autozone inc	0.00	0.00	0.00	sold off	-100

BA	boeing co	0.31	3,197	694,024	added	1.3

BAC	bank america corp	0.09	3,705	203,775	new

BBAX	j p morgan exchange traded f	0.98	44,027	2,227,300	reduced	-14.63

BBAX	j p morgan exchange traded f	0.10	4,105	234,970	reduced	-10.95

BIL	spdr series trust	2.02	50,060	4,574,480	added	4.48

BIL	spdr series trust	0.41	36,659	928,206	added	1.39

BIL	spdr series trust	0.28	6,222	644,661	unchanged	0.00

BIL	spdr series trust	0.19	4,395	436,072	unchanged	0.00

BIL	spdr series trust	0.11	1,949	246,081	unchanged	0.00

BNDW	vanguard scottsdale fds	21.34	823,748	48,378,700	added	1.61

BNDW	vanguard scottsdale fds	3.17	128,648	7,178,540	added	3.07