Insight 2811, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Insight 2811, Inc. reported 105 stock positions worth $247.0 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 20.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 10.0%) and iShares 20+ Year Treasury BD (TLT, 9.5%). Compared with Q1 2026, it opened 8 new positions, sold out of 1, added to 55 and reduced 14. The biggest buy was iShares Russell 1000 Value E (IWD, shares +2%) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −0%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001334952
Portfolio Value
$247.0M (Q2 2026)
SEC Filing
0001334952-26-000007 ↗ filed Aug 11, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $194.6M Q1 2024 Q2 2024: $192.6M Q2 2024 Q3 2024: $200.9M Q3 2024 Q4 2024: $194.0M Q4 2024 Q1 2025: $197.0M Q1 2025 Q2 2025: $211.2M Q2 2025 Q3 2025: $224.4M Q3 2025 Q4 2025: $226.4M Q4 2025 Q1 2026: $230.0M Q1 2026 Q2 2026: $247.0M $247.0M Q2 2026

Holdings 105 stocks · $247.0M
VGSH Vanguard Short-Term Treasury 20.09% 852,297 $49.6M Add +0.1%
IVV iShares Core S&P 500 ETF 10.01% 33,016 $24.7M Reduce -0.1%
TLT iShares 20+ Year Treasury BD 9.48% 270,842 $23.4M Reduce -0.1%
AGG iShares Core U.S. Aggregate 8.59% 214,231 $21.2M Add +0.9%
SHY iShares 1-3 Year Treasury Bo 7.00% 210,540 $17.3M Reduce -0.3%
IWD iShares Russell 1000 Value E 5.99% 61,000 $14.8M Add +2.1%
IEFA iShares Core MSCI Eafe ETF 3.16% 80,753 $7.8M Add +0.4%
VGLT Vanguard Long-Term Treasury 3.06% 137,020 $7.6M Add +1.3%
BIL SS SPDR BB 1-3M T-Bill ETF 1.86% 50,037 $4.6M Add +1.3%
IWF iShares Russell 1000 Growth 1.32% 26,212 $3.3M Add +0.2%
VOOV Vanguard S&P 500 Value ETF 1.32% 14,831 $3.3M Add +0.5%
INTC Intel Corp. 1.28% 22,669 $3.2M Reduce -1.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.26% 4,177 $3.1M Add +4.2%
BRK.B Berkshire Hathaway Inc. Class B 1.08% 5,350 $2.7M Add +7.0%
IWP iShares Russell Mid-Cap Grow 0.99% 16,737 $2.5M Add +1.5%
VEA Vanguard Ftse Developed ETF 0.97% 33,585 $2.4M Add +0.1%
AAPL Apple Inc. 0.90% 7,649 $2.2M Reduce -0.5%
JPST JPMorgan Ultra-Short Income 0.81% 39,397 $2.0M Reduce -6.9%
IWS iShares Russell Mid-Cap Valu 0.75% 11,213 $1.8M Add +9.7%
AMAT Applied Materials Inc. 0.73% 2,480 $1.8M Add +0.4%
CSCO Cisco Systems Inc. 0.72% 15,036 $1.8M Add +0.3%
GOOG Alphabet Inc. Class C 0.69% 4,837 $1.7M Add +0.6%
SCHW Schwab (charles) Corp. 0.65% 17,370 $1.6M Add +21.8%
JPM JPMorgan Chase & Co. 0.62% 4,679 $1.5M Add +1.4%
IWO iShares Russell 2000 Growth 0.57% 3,566 $1.4M Add +0.2%
IWN iShares Russell 2000 Value E 0.56% 6,250 $1.4M Add +0.2%
JNJ Johnson & Johnson 0.53% 5,163 $1.3M Add +1.7%
VIOO Vanguard S&P Small-Cap 600 E 0.53% 9,519 $1.3M Reduce -0.2%
FBIN Fortune Brands Innovations I 0.52% 23,572 $1.3M No change
B Barrick Mining Corp. 0.52% 34,644 $1.3M Add +1.6%
MSFT Microsoft Corp. 0.48% 3,159 $1.2M Add +1.6%
GOOGL Alphabet Inc. Class A 0.47% 3,226 $1.2M Add +0.8%
VOO Vanguard S&P 500 ETF 0.41% 1,489 $1.0M Add +9.0%
MS Morgan Stanley 0.41% 4,838 $1.0M Add +1.2%
SJNK SS SPDR BB St Hi Yield ETF 0.38% 37,756 $945K Reduce -1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.34% 3,021 $850K No change
ORCL Oracle Corp. 0.33% 5,554 $814K Add +0.3%
ACGL Arch Capital Group Ltd. 0.33% 8,307 $806K Reduce -0.4%
MRK Merck & Co. Inc. 0.31% 5,956 $765K Add +3.8%
IWM iShares Russell 2000 ETF 0.31% 2,522 $758K Reduce -3.0%
BA The Boeing Co. 0.30% 3,447 $746K Add +3.5%
AVGO Broadcom Inc. 0.28% 1,860 $703K Add +8.0%
IHDG Wisdomtree International Hed 0.28% 13,219 $692K No change
AEM Agnico Eagle Mines Ltd. 0.27% 4,353 $675K No change
TGT Target Corp. 0.27% 5,109 $667K Add +3.3%
XME SS SPDR S&P Metals Mining 0.27% 6,222 $665K No change
META Meta Platforms Inc. Class A 0.25% 1,116 $629K Add +1.2%
QCOM Qualcomm Inc. 0.25% 3,357 $620K Add +2.0%
GS Goldman Sachs Group Inc. 0.25% 609 $616K Reduce -1.6%
MCK McKesson Corp. 0.23% 764 $577K No change
VZ Verizon Communications Inc. 0.23% 13,435 $569K Add +1.3%
EXP Eagle Materials Inc. 0.23% 2,520 $567K No change
PG The Procter & Gamble Co. 0.23% 3,812 $559K Add +4.9%
ABBV Abbvie Inc. 0.23% 2,212 $557K Add +1.8%
ALL Allstate Corp. 0.22% 2,268 $540K Add +5.5%
NVDA Nvidia Corp. 0.21% 2,537 $508K Add +0.9%
LMT Lockheed Martin Corp. 0.20% 983 $501K Add +3.8%
PEP Pepsico Inc. 0.19% 3,533 $478K Add +8.0%
NEM Newmont Corp. 0.18% 4,656 $435K Reduce -0.2%
VOOG Vanguard S&P 500 Growth ETF 0.17% 5,189 $429K Reduce -0.3%
BILS SS Spdrb B 3-12M T-Bill ETF 0.16% 3,975 $395K Reduce -11.2%
VIOG Vanguard S&P SM Cap 600 GRW 0.16% 2,535 $389K Add +0.6%
SHEL Shell PLC-ADR 0.15% 4,920 $381K Add +0.4%
IVOG Vanguard S&P Mid-Cap 400 Gro 0.15% 2,579 $377K Add +0.5%
VIOV Vanguard S&P Small-Cap 600 V 0.15% 3,176 $373K Add +0.3%
XOM Exxon Mobil Corp. 0.15% 2,707 $370K Add +0.6%
IYW iShares Ustechnology ETF 0.14% 1,410 $356K No change
TPR Tapestry Inc. 0.14% 2,397 $351K No change
IVOV Vanguard S&P Mid-Cap 400 Val 0.14% 3,073 $351K Add +0.0%
VXUS Vanguard Total Intl Stock 0.14% 4,017 $343K No change
MCD McDonald's Corp. 0.14% 1,241 $335K Add +5.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.13% 1,420 $326K Add +1.4%
VSS Vanguard Ftse All Wo X-US SC 0.12% 1,995 $308K No change
XOP SS SPDR S&P Og Exp & Prod 0.12% 1,949 $301K No change
DHR Danaher Corp. 0.12% 1,556 $296K Add +2.0%
VGT Vanguard Info Tech ETF 0.12% 2,400 $287K No change
IAU iShares Gold Trust 0.11% 3,755 $284K No change
EXPE Expedia Group Inc. 0.11% 1,100 $281K No change
BAX Baxter International Inc. 0.11% 12,832 $274K Add +24.8%
BP BP PLC-Spons ADR 0.11% 7,366 $272K Add +9.1%
KO The Coca-Cola Co. 0.11% 3,341 $272K No change
MBC Masterbrand Inc. 0.11% 25,982 $267K No change
NUE Nucor Corp. 0.11% 1,200 $267K New
MFC Manulife Financial Corp. 0.11% 6,526 $264K No change
CAH Cardinal Health Inc. 0.11% 1,096 $260K Add +0.6%
EBAY eBay Inc. 0.10% 2,300 $257K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.10% 2,439 $250K New
NOC Northrop Grumman Corp. 0.10% 486 $248K Add +6.3%
ASB Associated Banc-Corp. 0.10% 8,000 $246K No change
MWA Mueller Water Products Inc. Class A 0.10% 9,362 $242K No change
CLX Clorox Company 0.10% 2,520 $241K New
MDT Medtronic PLC 0.10% 3,038 $238K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 1,552 $235K No change
ROST Ross Stores Inc. 0.09% 1,061 $226K No change
CMI Cummins Inc. 0.09% 310 $221K New
AMLP Alerian MLP ETF 0.09% 4,247 $220K No change
GD General Dynamics Corp. 0.09% 617 $219K No change
QQQ Invesco QQQ Trust Series 1 0.09% 293 $216K No change
HII Huntington Ingalls Industrie 0.09% 769 $215K Add +7.5%
BAC Bank of America Corp. 0.09% 3,705 $211K New

Show all 105 holdings

Options reported separately and not counted above: SPY puts ($8.6M), QQQ puts ($1.9M), XLK puts ($1.1M).

Portfolio Sells Q1 2026 → Q2 2026
TLT iShares 20+ Year Treasury BD Reduce -0.1% 9.48% −0.74
SHY iShares 1-3 Year Treasury Bo Reduce -0.3% 7.00% −0.58
JPST JPMorgan Ultra-Short Income Reduce -6.9% 0.81% −0.12
KTOS Kratos Defense & Security Sold out 0.00% −0.10
NEM Newmont Corp. Reduce -0.2% 0.18% −0.04
BILS SS Spdrb B 3-12M T-Bill ETF Reduce -11.2% 0.16% −0.03
SJNK SS SPDR BB St Hi Yield ETF Reduce -1.1% 0.38% −0.03
ACGL Arch Capital Group Ltd. Reduce -0.4% 0.33% −0.02
VOOG Vanguard S&P 500 Growth ETF Reduce -0.3% 0.17% +0.02
GS Goldman Sachs Group Inc. Reduce -1.6% 0.25% +0.02
IWM iShares Russell 2000 ETF Reduce -3.0% 0.31% +0.03
AAPL Apple Inc. Reduce -0.5% 0.90% +0.05
VIOO Vanguard S&P Small-Cap 600 E Reduce -0.2% 0.53% +0.05
IVV iShares Core S&P 500 ETF Reduce -0.1% 10.01% +0.62
INTC Intel Corp. Reduce -1.3% 1.28% +0.84

Portfolio Buys Q1 2026 → Q2 2026
IWD iShares Russell 1000 Value E Add +2.1% 5.99% +0.44
AMAT Applied Materials Inc. Add +0.4% 0.73% +0.36
CSCO Cisco Systems Inc. Add +0.3% 0.72% +0.21
SPY SS SPDR S&P 500 ETF Trust-US Add +4.2% 1.26% +0.13
NUE Nucor Corp. New 0.11% +0.11
IWF iShares Russell 1000 Growth Add +0.2% 1.32% +0.11
EMXC iShares MSCI Emr MRK Ex Chna New 0.10% +0.10
IWS iShares Russell Mid-Cap Valu Add +9.7% 0.75% +0.10
CLX Clorox Company New 0.10% +0.10
MDT Medtronic PLC New 0.10% +0.10
GOOG Alphabet Inc. Class C Add +0.6% 0.69% +0.09
CMI Cummins Inc. New 0.09% +0.09
BAC Bank of America Corp. New 0.09% +0.09
DELL Dell Technologies -C New 0.08% +0.08
IWO iShares Russell 2000 Growth Add +0.2% 0.57% +0.08
GE General Electric New 0.08% +0.08
IWP iShares Russell Mid-Cap Grow Add +1.5% 0.99% +0.07
MS Morgan Stanley Add +1.2% 0.41% +0.07
GOOGL Alphabet Inc. Class A Add +0.8% 0.47% +0.07
QCOM Qualcomm Inc. Add +2.0% 0.25% +0.07
SCHW Schwab (charles) Corp. Add +21.8% 0.65% +0.07
VOO Vanguard S&P 500 ETF Add +9.0% 0.41% +0.06
AVGO Broadcom Inc. Add +8.0% 0.28% +0.05
IWN iShares Russell 2000 Value E Add +0.2% 0.56% +0.05
BRK.B Berkshire Hathaway Inc. Class B Add +7.0% 1.08% +0.04
BAX Baxter International Inc. Add +24.8% 0.11% +0.04
VEA Vanguard Ftse Developed ETF Add +0.1% 0.97% +0.03
JPM JPMorgan Chase & Co. Add +1.4% 0.62% +0.03
ALL Allstate Corp. Add +5.5% 0.22% +0.02
VIOG Vanguard S&P SM Cap 600 GRW Add +0.6% 0.16% +0.02
ABBV Abbvie Inc. Add +1.8% 0.23% +0.02
NVDA Nvidia Corp. Add +0.9% 0.21% +0.01
BA The Boeing Co. Add +3.5% 0.30% +0.01
IVOG Vanguard S&P Mid-Cap 400 Gro Add +0.5% 0.15% +0.01
VIOV Vanguard S&P Small-Cap 600 V Add +0.3% 0.15% +0.01
MRK Merck & Co. Inc. Add +3.8% 0.31% +0.01
TGT Target Corp. Add +3.3% 0.27% +0.01
VOOV Vanguard S&P 500 Value ETF Add +0.5% 1.32% +0.01
IVOV Vanguard S&P Mid-Cap 400 Val Add +0.0% 0.14% +0.01
CAH Cardinal Health Inc. Add +0.6% 0.11% +0.01
AJG Arthur J Gallagher & Co. Add +1.4% 0.13% +0.00
PG The Procter & Gamble Co. Add +4.9% 0.23% −0.00
DHR Danaher Corp. Add +2.0% 0.12% −0.01
IEFA iShares Core MSCI Eafe ETF Add +0.4% 3.16% −0.01
JNJ Johnson & Johnson Add +1.7% 0.53% −0.01
KMI Kinder Morgan Inc. Add +0.8% 0.08% −0.01
META Meta Platforms Inc. Class A Add +1.2% 0.25% −0.02
MSFT Microsoft Corp. Add +1.6% 0.48% −0.02
MCD McDonald's Corp. Add +5.2% 0.14% −0.02
ORCL Oracle Corp. Add +0.3% 0.33% −0.02

Options Activity Q1 2026 → Q2 2026
SPY SS SPDR S&P 500 ETF Trust-US put Add +15.0% 11,500 $8.6M
QQQ Invesco QQQ Trust Series 1 put Reduce -18.8% 2,600 $1.9M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 105$247.0MVGSH, IVV, TLT, AGG, SHY
Q1 2026 98$230.0MVGSH, TLT, IVV, AGG, SHY
Q4 2025 97$226.4MVGSH, TLT, IVV, AGG, SHY
Q3 2025 95$224.4MVGSH, TLT, IVV, AGG, SHY
Q2 2025 87$211.2MVGSH, TLT, IVV, AGG, SHY
Q1 2025 86$197.0MVGSH, TLT, SHY, AGG, IVV
Q4 2024 88$194.0MVGSH, TLT, SHY, AGG, IVV
Q3 2024 89$200.9MVGSH, SHY, TLT, AGG, IWD
Q2 2024 86$192.6MVGSH, SHY, IWD, AGG, IVV
Q1 2024 83$194.6MVGSH, SHY, IWD, AGG, IVV