Insight 2811, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), Insight 2811, Inc. reported 83 stock positions worth $194.6 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 24.2% of the portfolio, followed by iShares 1-3 Year Treasury Bo (SHY, 20.2%) and iShares Russell 1000 Value E (IWD, 6.6%). Compared with Q4 2023, it opened 5 new positions, added to 29 and reduced 28. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +17%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001334952
- Portfolio Value
- $194.6M (Q1 2024)
- SEC Filing
- 0001580642-24-002560 ↗ filed May 6, 2024
Holdings Value
Holdings 83 stocks · $194.6M
| VGSH Vanguard Short-Term Treasury | 24.20% | 810,979 | $47.1M | Add +3.4% |
| SHY iShares 1-3 Year Treasury Bo | 20.15% | 479,640 | $39.2M | Add +0.7% |
| IWD iShares Russell 1000 Value E | 6.56% | 71,310 | $12.8M | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 4.98% | 98,888 | $9.7M | Add +17.2% |
| IVV iShares Core S&P 500 ETF | 4.54% | 16,798 | $8.8M | Add +16.8% |
| JPST JPMorgan Ultra-Short Income | 3.67% | 141,395 | $7.1M | Add +25.7% |
| IEFA iShares Core MSCI Eafe ETF | 3.65% | 95,682 | $7.1M | Add +1.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.16% | 66,971 | $6.1M | Reduce -8.7% |
| TLT iShares 20+ Year Treasury BD | 2.71% | 55,803 | $5.3M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 1.77% | 10,244 | $3.5M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.36% | 5,044 | $2.6M | Reduce -1.4% |
| IWP iShares Russell Mid-Cap Grow | 1.31% | 22,339 | $2.5M | Reduce -0.2% |
| FBIN Fortune Brands Innovations I | 1.13% | 25,982 | $2.2M | No change |
| IWS iShares Russell Mid-Cap Valu | 1.06% | 16,490 | $2.1M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.97% | 4,496 | $1.9M | Add +0.1% |
| AAPL Apple Inc. | 0.83% | 9,392 | $1.6M | Reduce -4.4% |
| MSFT Microsoft Corp. | 0.76% | 3,494 | $1.5M | Reduce -5.1% |
| VOOV Vanguard S&P 500 Value ETF | 0.73% | 7,875 | $1.4M | Add +11.5% |
| IWN iShares Russell 2000 Value E | 0.62% | 7,603 | $1.2M | Reduce -0.3% |
| IWO iShares Russell 2000 Growth | 0.61% | 4,371 | $1.2M | Add +0.4% |
| MRK Merck & Co. Inc. | 0.51% | 7,510 | $991K | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 0.47% | 18,296 | $918K | Add +12.3% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.46% | 9,053 | $900K | No change |
| ACGL Arch Capital Group Ltd. | 0.46% | 9,733 | $900K | Reduce -0.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.46% | 35,142 | $886K | Add +4.7% |
| JNJ Johnson & Johnson | 0.44% | 5,402 | $855K | Reduce -1.2% |
| CSCO Cisco Systems Inc. | 0.42% | 16,408 | $819K | Add +0.3% |
| INTC Intel Corp. | 0.41% | 18,127 | $801K | Reduce -0.4% |
| MDLZ Mondelez International Inc. Class A | 0.40% | 11,084 | $776K | No change |
| GOOG Alphabet Inc. Class C | 0.40% | 5,088 | $775K | Reduce -0.6% |
| ORCL Oracle Corp. | 0.38% | 5,953 | $748K | Add +0.3% |
| EXP Eagle Materials Inc. | 0.38% | 2,750 | $747K | No change |
| IHDG Wisdomtree International Hed | 0.38% | 16,043 | $737K | Reduce -5.6% |
| VGLT Vanguard Long-Term Treasury | 0.37% | 12,287 | $728K | Add +14.3% |
| ABBV Abbvie Inc. | 0.35% | 3,775 | $688K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 3,554 | $679K | Add +66.5% |
| B Barrick Gold Corp. | 0.33% | 38,444 | $640K | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.33% | 3,186 | $638K | Add +0.4% |
| PG The Procter & Gamble Co. | 0.33% | 3,910 | $634K | Reduce -1.3% |
| AMAT Applied Materials Inc. | 0.31% | 2,890 | $596K | No change |
| QCOM Qualcomm Inc. | 0.29% | 3,355 | $568K | No change |
| TGT Target Corp. | 0.29% | 3,150 | $558K | Add +0.3% |
| VZ Verizon Communications Inc. | 0.27% | 12,300 | $516K | Add +1.6% |
| DHR Danaher Corp. | 0.26% | 2,027 | $506K | Reduce -9.0% |
| MBC Masterbrand Inc. | 0.25% | 25,982 | $487K | No change |
| LISTED FD TR | 0.25% | 16,180 | $482K | Reduce -10.3% |
| META Meta Platforms Inc. Class A | 0.24% | 976 | $474K | Reduce -1.0% |
| MCK McKesson Corp. | 0.23% | 841 | $451K | No change |
| MS Morgan Stanley | 0.23% | 4,722 | $445K | Add +0.4% |
| LMT Lockheed Martin Corp. | 0.23% | 965 | $439K | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.22% | 2,885 | $435K | Reduce -16.9% |
| LISTED FDS TR | 0.22% | 10,728 | $421K | No change |
| SHEL Shell PLC-ADR | 0.22% | 6,266 | $420K | Reduce -1.4% |
| XME SS SPDR S&P Metals Mining | 0.21% | 6,736 | $406K | No change |
| ALL Allstate Corp. | 0.20% | 2,249 | $389K | Reduce -7.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.18% | 1,400 | $350K | New |
| MCD McDonald's Corp. | 0.17% | 1,207 | $340K | Reduce -3.0% |
| PEP Pepsico Inc. | 0.17% | 1,906 | $334K | Add +2.6% |
| XOP SS SPDR S&P Og Exp & Prod | 0.17% | 2,081 | $322K | No change |
| PFE Pfizer Inc. | 0.16% | 11,419 | $317K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.16% | 5,272 | $314K | No change |
| XOM Exxon Mobil Corp. | 0.16% | 2,653 | $308K | Add +0.0% |
| GS Goldman Sachs Group Inc. | 0.16% | 732 | $306K | Reduce -2.0% |
| IWM iShares Russell 2000 ETF | 0.15% | 1,422 | $299K | Reduce -1.5% |
| BA The Boeing Co. | 0.15% | 1,486 | $287K | Add +0.5% |
| NVDA Nvidia Corp. | 0.14% | 307 | $277K | New |
| VOO Vanguard S&P 500 ETF | 0.13% | 518 | $249K | No change |
| LISTED FDS TR | 0.13% | 7,613 | $249K | Reduce -6.2% |
| CMCSA Comcast Corp. Class A | 0.12% | 5,550 | $241K | No change |
| JNPR Juniper Networks Inc. | 0.12% | 6,375 | $236K | New |
| LISTED FDS TR | 0.12% | 6,729 | $231K | No change |
| LISTED FDS TR | 0.12% | 7,120 | $230K | Reduce -18.2% |
| NEM Newmont Corp. | 0.12% | 6,354 | $228K | Add +0.5% |
| KO The Coca-Cola Co. | 0.12% | 3,720 | $228K | Add +3.2% |
| LISTED FDS TR | 0.12% | 5,961 | $224K | No change |
| BP BP PLC-Spons ADR | 0.11% | 5,900 | $222K | Reduce -1.2% |
| WPC WP Carey Inc. | 0.11% | 3,878 | $219K | Reduce -19.2% |
| ASB Associated Banc-Corp. | 0.11% | 10,000 | $215K | No change |
| FIS Fidelity National Info Serv | 0.11% | 2,858 | $212K | New |
| IBTE iShares Ibonds Dec 2024 Term | 0.11% | 8,661 | $207K | Reduce -61.1% |
| NOC Northrop Grumman Corp. | 0.11% | 428 | $205K | New |
| GUNR NT Mstar GLBL NR ETF | 0.10% | 4,895 | $201K | No change |
| MWA Mueller Water Products Inc. Class A | 0.08% | 10,108 | $163K | No change |
Options reported separately and not counted above: SPY puts ($106K).
Portfolio Sells Q4 2023 → Q1 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -8.7% | 3.16% | −0.50 |
| AAPL Apple Inc. | Reduce -4.4% | 0.83% | −0.21 |
| IBTE iShares Ibonds Dec 2024 Term | Reduce -61.1% | 0.11% | −0.18 |
| INTC Intel Corp. | Reduce -0.4% | 0.41% | −0.09 |
| WPC WP Carey Inc. | Reduce -19.2% | 0.11% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -16.9% | 0.22% | −0.04 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.44% | −0.03 |
| MCD McDonald's Corp. | Reduce -3.0% | 0.17% | −0.03 |
| IWN iShares Russell 2000 Value E | Reduce -0.3% | 0.62% | −0.03 |
| LISTED FD TR | Reduce -10.3% | 0.25% | −0.03 |
| LISTED FDS TR | Reduce -18.2% | 0.12% | −0.02 |
| DHR Danaher Corp. | Reduce -9.0% | 0.26% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -1.4% | 0.22% | −0.01 |
| IHDG Wisdomtree International Hed | Reduce -5.6% | 0.38% | −0.01 |
| LISTED FDS TR | Reduce -6.2% | 0.13% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -1.5% | 0.15% | −0.00 |
| BP BP PLC-Spons ADR | Reduce -1.2% | 0.11% | −0.00 |
| MSFT Microsoft Corp. | Reduce -5.1% | 0.76% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -2.0% | 0.16% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -1.2% | 1.06% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 0.40% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.33% | +0.01 |
| ALL Allstate Corp. | Reduce -7.7% | 0.20% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.4% | 1.36% | +0.03 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.2% | 1.31% | +0.03 |
| META Meta Platforms Inc. Class A | Reduce -1.0% | 0.24% | +0.05 |
| IWF iShares Russell 1000 Growth | Reduce -1.0% | 1.77% | +0.06 |
| ACGL Arch Capital Group Ltd. | Reduce -0.2% | 0.46% | +0.07 |
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Add +16.8% | 4.54% | +0.79 |
| JPST JPMorgan Ultra-Short Income | Add +25.7% | 3.67% | +0.58 |
| AGG iShares Core U.S. Aggregate | Add +17.2% | 4.98% | +0.40 |
| AJG Arthur J Gallagher & Co. | New | 0.18% | +0.18 |
| IWD iShares Russell 1000 Value E | Add +0.5% | 6.56% | +0.16 |
| IBM Intl Business Machines Corp. | Add +66.5% | 0.35% | +0.16 |
| NVDA Nvidia Corp. | New | 0.14% | +0.14 |
| JNPR Juniper Networks Inc. | New | 0.12% | +0.12 |
| FIS Fidelity National Info Serv | New | 0.11% | +0.11 |
| NOC Northrop Grumman Corp. | New | 0.11% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.97% | +0.10 |
| VOOV Vanguard S&P 500 Value ETF | Add +11.5% | 0.73% | +0.08 |
| MRK Merck & Co. Inc. | Add +0.2% | 0.51% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +12.3% | 0.47% | +0.05 |
| ORCL Oracle Corp. | Add +0.3% | 0.38% | +0.04 |
| TGT Target Corp. | Add +0.3% | 0.29% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 0.33% | +0.03 |
| VZ Verizon Communications Inc. | Add +1.6% | 0.27% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.16% | +0.01 |
| VGLT Vanguard Long-Term Treasury | Add +14.3% | 0.37% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.0% | 3.65% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +0.4% | 0.61% | +0.01 |
| KO The Coca-Cola Co. | Add +3.2% | 0.12% | +0.00 |
| PEP Pepsico Inc. | Add +2.6% | 0.17% | −0.00 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +4.7% | 0.46% | −0.01 |
| MS Morgan Stanley | Add +0.4% | 0.23% | −0.01 |
| LMT Lockheed Martin Corp. | Add +0.6% | 0.23% | −0.01 |
| NEM Newmont Corp. | Add +0.5% | 0.12% | −0.03 |
| CSCO Cisco Systems Inc. | Add +0.3% | 0.42% | −0.03 |
| B Barrick Gold Corp. | Add +0.5% | 0.33% | −0.05 |
| BA The Boeing Co. | Add +0.5% | 0.15% | −0.06 |
| TLT iShares 20+ Year Treasury BD | Add +0.1% | 2.71% | −0.29 |
| VGSH Vanguard Short-Term Treasury | Add +3.4% | 24.20% | −0.78 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.7% | 20.15% | −1.17 |
Options Activity Q4 2023 → Q1 2024
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +3.9% | 13,400 | $106K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 105 | $247.0M | VGSH, IVV, TLT, AGG, SHY |
| Q1 2026 | 98 | $230.0M | VGSH, TLT, IVV, AGG, SHY |
| Q4 2025 | 97 | $226.4M | VGSH, TLT, IVV, AGG, SHY |
| Q3 2025 | 95 | $224.4M | VGSH, TLT, IVV, AGG, SHY |
| Q2 2025 | 87 | $211.2M | VGSH, TLT, IVV, AGG, SHY |
| Q1 2025 | 86 | $197.0M | VGSH, TLT, SHY, AGG, IVV |
| Q4 2024 | 88 | $194.0M | VGSH, TLT, SHY, AGG, IVV |
| Q3 2024 | 89 | $200.9M | VGSH, SHY, TLT, AGG, IWD |
| Q2 2024 | 86 | $192.6M | VGSH, SHY, IWD, AGG, IVV |
| Q1 2024 | 83 | $194.6M | VGSH, SHY, IWD, AGG, IVV |