Latest INSIGHT 2811, INC. Stock Portfolio
INSIGHT 2811, INC. Performance:
2025 Q3: 3.02%YTD: 4.66%2024: 3.44%
Performance for 2025 Q3 is 3.02%, and YTD is 4.66%, and 2024 is 3.44%.
About INSIGHT 2811, INC. and 13F Hedge Fund Stock Holdings
INSIGHT 2811, INC. is a hedge fund based in CHICAGO, IL. On 13-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $267.9 Millions. In it's latest 13F Holdings report, INSIGHT 2811, INC. reported an equity portfolio of $224.4 Millions as of 30 Sep, 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 10.4% of portfolio in ISHARES TR.
The fund managers got completely rid off LISTED FDS TR (META) and FIDELITY NATL INFORMATION SV (FIS) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), ELEVATION SERIES TRUST and BROADCOM INC (AVGO). INSIGHT 2811, INC. opened new stock positions in ELEVATION SERIES TRUST, KRATOS DEFENSE & SEC SOLUTIO (KTOS) and VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), TARGET CORP (TGT) and ISHARES TR (IJR).
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 10.4% of portfolio in ISHARES TR.
The fund managers got completely rid off LISTED FDS TR (META) and FIDELITY NATL INFORMATION SV (FIS) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), ELEVATION SERIES TRUST and BROADCOM INC (AVGO). INSIGHT 2811, INC. opened new stock positions in ELEVATION SERIES TRUST, KRATOS DEFENSE & SEC SOLUTIO (KTOS) and VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), TARGET CORP (TGT) and ISHARES TR (IJR).
INSIGHT 2811, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that INSIGHT 2811, INC. made a return of 3.02% in the last quarter. In trailing 12 months, it's portfolio return was 2.7%.
New Buys
| Ticker | $ Bought |
|---|---|
| elevation series trust | 362,934 |
| kratos defense & sec solutio | 292,384 |
| vanguard intl equity index f | 254,452 |
| expedia group inc | 235,125 |
| elevation series trust | 228,887 |
| tjx cos inc new | 224,339 |
| vanguard world fd | 223,989 |
| autozone inc | 223,092 |
New stocks bought by INSIGHT 2811, INC.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 18.41 |
| target corp | 12.05 |
| ishares tr | 10.08 |
| pepsico inc | 9.86 |
| vanguard scottsdale fds | 7.4 |
| vanguard admiral fds inc | 6.85 |
| vanguard admiral fds inc | 6.5 |
| vanguard admiral fds inc | 6.24 |
Additions to existing portfolio by INSIGHT 2811, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| j p morgan exchange traded f | -34.96 |
| elevation series trust | -18.79 |
| broadcom inc | -11.67 |
| alphabet inc | -9.41 |
| spdr series trust | -7.88 |
| ishares gold tr | -7.24 |
| goldman sachs group inc | -6.78 |
| barrick mng corp | -6.56 |
INSIGHT 2811, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| listed fds tr | -430,528 |
| listed fds tr | -249,887 |
| fidelity natl information sv | -232,670 |
INSIGHT 2811, INC. got rid off the above stocks
Sector Distribution
INSIGHT 2811, INC. has about 86.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 86.7 |
| Technology | 4.8 |
| Financial Services | 1.8 |
| Communication Services | 1.5 |
| Healthcare | 1.4 |
Market Cap. Distribution
INSIGHT 2811, INC. has about 11.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 86.7 |
| MEGA-CAP | 6 |
| LARGE-CAP | 5.7 |
| MID-CAP | 1.6 |
Stocks belong to which Index?
About 11.7% of the stocks held by INSIGHT 2811, INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 87.6 |
| S&P 500 | 11.7 |
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 95 stocks in it's portfolio. About 73.3% of the portfolio is in top 10 stocks. MDLZ 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: 06 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.94 | 8,317 | 2,117,760 | reduced | -3.23 | ||
| ABBV | abbvie inc | 0.22 | 2,147 | 497,232 | added | 0.37 | ||
| ACGL | arch cap group ltd | 0.34 | 8,340 | 756,688 | unchanged | 0.00 | ||
| AJG | gallagher arthur j & co | 0.19 | 1,400 | 433,636 | unchanged | 0.00 | ||
| ALL | allstate corp | 0.18 | 1,907 | 409,338 | added | 0.53 | ||
| AMAT | applied matls inc | 0.23 | 2,525 | 516,969 | unchanged | 0.00 | ||
| ASB | associated banc corp | 0.12 | 10,000 | 257,100 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.23 | 1,590 | 524,557 | reduced | -11.67 | ||
| AZO | autozone inc | 0.10 | 52.00 | 223,092 | new | |||
| BA | boeing co | 0.30 | 3,156 | 681,267 | reduced | -2.83 | ||
| BBAX | j p morgan exchange traded f | 1.17 | 51,572 | 2,616,270 | reduced | -34.96 | ||
| BBAX | j p morgan exchange traded f | 0.12 | 4,610 | 263,231 | unchanged | 0.00 | ||
| BIL | spdr series trust | 1.96 | 47,912 | 4,395,930 | reduced | -7.88 | ||
| BIL | spdr series trust | 0.41 | 36,158 | 925,645 | reduced | -0.13 | ||
| BIL | spdr series trust | 0.26 | 6,222 | 579,828 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.20 | 4,395 | 437,390 | reduced | -5.18 | ||
| BIL | spdr series trust | 0.12 | 1,949 | 257,658 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 21.26 | 810,718 | 47,710,800 | added | 2.43 | ||
| BNDW | vanguard scottsdale fds | 3.16 | 124,818 | 7,097,200 | added | 7.4 | ||
| CSCO | cisco sys inc | 0.42 | 13,952 | 954,630 | added | 0.2 | ||