Insight 2811, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Insight 2811, Inc. reported 89 stock positions worth $200.9 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 22.4% of the portfolio, followed by iShares 1-3 Year Treasury Bo (SHY, 12.2%) and iShares 20+ Year Treasury BD (TLT, 9.4%). Compared with Q2 2024, it opened 5 new positions, sold out of 2, added to 15 and reduced 32. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +256%) and the biggest sale iShares 1-3 Year Treasury Bo (SHY, shares −37%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001334952
Portfolio Value
$200.9M (Q3 2024)
SEC Filing
0001580642-24-006738 ↗ filed Nov 6, 2024

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 $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 Q2 2026

Holdings 89 stocks · $200.9M
VGSH Vanguard Short-Term Treasury 22.36% 761,133 $44.9M Reduce -4.8%
SHY iShares 1-3 Year Treasury Bo 12.17% 293,888 $24.4M Reduce -36.5%
TLT iShares 20+ Year Treasury BD 9.41% 192,723 $18.9M Add +255.9%
AGG iShares Core U.S. Aggregate 6.35% 126,021 $12.8M Add +17.6%
IWD iShares Russell 1000 Value E 6.02% 63,702 $12.1M Reduce -3.9%
IVV iShares Core S&P 500 ETF 5.41% 18,839 $10.9M Add +4.4%
JPST JPMorgan Ultra-Short Income 4.55% 180,012 $9.1M Reduce -3.7%
IEFA iShares Core MSCI Eafe ETF 3.40% 87,395 $6.8M Reduce -4.0%
BIL SS SPDR BB 1-3M T-Bill ETF 2.64% 57,859 $5.3M Reduce -10.3%
VGLT Vanguard Long-Term Treasury 1.77% 57,795 $3.6M Add +345.4%
IWF iShares Russell 1000 Growth 1.49% 7,984 $3.0M Reduce -2.4%
BRK.B Berkshire Hathaway Inc. Class B 1.21% 5,298 $2.4M Add +2.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.19% 4,149 $2.4M Reduce -5.0%
AAPL Apple Inc. 1.06% 9,120 $2.1M Reduce -1.1%
FBIN Fortune Brands Innovations I 1.05% 23,572 $2.1M No change
IWP iShares Russell Mid-Cap Grow 1.04% 17,760 $2.1M Reduce -2.7%
VOOV Vanguard S&P 500 Value ETF 0.83% 8,765 $1.7M Add +6.5%
MSFT Microsoft Corp. 0.75% 3,478 $1.5M Reduce -0.1%
IWS iShares Russell Mid-Cap Valu 0.67% 10,155 $1.3M Reduce -29.8%
IWN iShares Russell 2000 Value E 0.57% 6,814 $1.1M Reduce -4.1%
IWO iShares Russell 2000 Growth 0.56% 3,929 $1.1M Reduce -4.3%
VEA Vanguard Ftse Developed ETF 0.54% 20,588 $1.1M Add +7.7%
ACGL Arch Capital Group Ltd. 0.52% 9,371 $1.0M Reduce -2.2%
ORCL Oracle Corp. 0.49% 5,753 $980K No change
SJNK SS SPDR BB St Hi Yield ETF 0.45% 34,772 $895K Reduce -1.0%
MRK Merck & Co. Inc. 0.42% 7,503 $852K Add +0.5%
GOOG Alphabet Inc. Class C 0.42% 5,068 $847K Reduce -0.4%
JNJ Johnson & Johnson 0.42% 5,202 $843K No change
MDLZ Mondelez International Inc. Class A 0.41% 11,084 $817K No change
EXP Eagle Materials Inc. 0.39% 2,750 $791K No change
CSCO Cisco Systems Inc. 0.39% 14,833 $789K Reduce -7.3%
BILS SS Spdrb B 3-12M T-Bill ETF 0.39% 7,835 $780K Reduce -23.4%
B Barrick Gold Corp. 0.38% 38,468 $765K Reduce -0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.38% 3,454 $764K No change
JPM JPMorgan Chase & Co. 0.33% 3,186 $672K No change
PG The Procter & Gamble Co. 0.33% 3,860 $669K No change
IHDG Wisdomtree International Hed 0.30% 13,219 $604K No change
VZ Verizon Communications Inc. 0.29% 13,184 $592K No change
AMAT Applied Materials Inc. 0.29% 2,870 $580K Reduce -0.3%
QCOM Qualcomm Inc. 0.28% 3,340 $568K Reduce -0.5%
LMT Lockheed Martin Corp. 0.28% 965 $564K No change
META Meta Platforms Inc. Class A 0.28% 973 $557K No change
DHR Danaher Corp. 0.25% 1,829 $509K Reduce -9.8%
LISTED FD TR 0.25% 15,280 $504K Reduce -4.1%
MS Morgan Stanley 0.25% 4,722 $492K No change
TGT Target Corp. 0.24% 3,125 $487K Reduce -0.8%
INTC Intel Corp. 0.24% 20,731 $486K Add +10.4%
GOOGL Alphabet Inc. Class A 0.24% 2,913 $483K Add +0.8%
MBC Masterbrand Inc. 0.24% 25,982 $482K No change
LISTED FDS TR 0.23% 10,718 $453K No change
ABBV Abbvie Inc. 0.21% 2,175 $430K No change
XME SS SPDR S&P Metals Mining 0.21% 6,736 $429K No change
AEM Agnico Eagle Mines Ltd. 0.21% 5,172 $417K No change
MCK McKesson Corp. 0.21% 841 $416K No change
ALL Allstate Corp. 0.20% 2,149 $408K No change
NVDA Nvidia Corp. 0.20% 3,248 $394K Reduce -0.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.20% 1,400 $394K No change
SHEL Shell PLC-ADR 0.19% 5,666 $374K No change
MCD McDonald's Corp. 0.18% 1,204 $367K Reduce -0.3%
PEP Pepsico Inc. 0.18% 2,106 $358K Add +10.5%
GS Goldman Sachs Group Inc. 0.18% 721 $357K Reduce -1.5%
BA The Boeing Co. 0.18% 2,346 $357K Add +14.1%
NEM Newmont Corp. 0.17% 6,354 $340K No change
PFE Pfizer Inc. 0.16% 11,419 $330K No change
IWM iShares Russell 2000 ETF 0.16% 1,432 $316K Add +26.5%
XOM Exxon Mobil Corp. 0.16% 2,690 $315K Add +0.7%
CMCSA Comcast Corp. Class A 0.14% 6,646 $278K No change
JEPI JPMorgan Equity Premium Inco 0.14% 4,660 $277K Add +6.2%
XOP SS SPDR S&P Og Exp & Prod 0.14% 2,081 $274K No change
KO The Coca-Cola Co. 0.13% 3,720 $267K No change
VXUS Vanguard Total Intl Stock 0.13% 4,017 $260K New
VOO Vanguard S&P 500 ETF 0.13% 490 $259K Reduce -5.4%
DTE DTE Energy Company 0.12% 1,900 $244K No change
LISTED FDS TR 0.12% 5,961 $243K No change
FIS Fidelity National Info Serv 0.12% 2,858 $239K No change
JNPR Juniper Networks Inc. 0.12% 6,025 $235K Reduce -3.2%
LISTED FDS TR 0.12% 6,613 $233K No change
IAU iShares Gold Trust 0.11% 4,620 $230K No change
NOC Northrop Grumman Corp. 0.11% 428 $226K New
MWA Mueller Water Products Inc. Class A 0.11% 10,108 $219K No change
ASB Associated Banc-Corp. 0.11% 10,000 $215K No change
IYW iShares Ustechnology ETF 0.11% 1,410 $214K No change
LISTED FDS TR 0.11% 5,683 $211K Reduce -8.7%
HD Home Depot Inc. 0.10% 513 $208K New
IBTE iShares Ibonds Dec 2024 Term 0.10% 8,661 $208K No change
EBAY eBay Inc. 0.10% 3,150 $205K New
VOOG Vanguard S&P 500 Growth ETF 0.10% 592 $204K Reduce -1.5%
GUNR NT Mstar GLBL NR ETF 0.10% 4,895 $202K New
GGB Gerdau SA -Spon ADR 0.02% 11,039 $39K No change

Portfolio Sells Q2 2024 → Q3 2024
SHY iShares 1-3 Year Treasury Bo Reduce -36.5% 12.17% −7.47
VGSH Vanguard Short-Term Treasury Reduce -4.8% 22.36% −1.71
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -10.3% 2.64% −0.43
JPST JPMorgan Ultra-Short Income Reduce -3.7% 4.55% −0.35
IWS iShares Russell Mid-Cap Valu Reduce -29.8% 0.67% −0.24
BILS SS Spdrb B 3-12M T-Bill ETF Reduce -23.4% 0.39% −0.14
LISTED FDS TR Sold out 0.00% −0.11
BP BP PLC-Spons ADR Sold out 0.00% −0.11
AMAT Applied Materials Inc. Reduce -0.3% 0.29% −0.06
QCOM Qualcomm Inc. Reduce -0.5% 0.28% −0.06
MSFT Microsoft Corp. Reduce -0.1% 0.75% −0.06
GOOG Alphabet Inc. Class C Reduce -0.4% 0.42% −0.06
IWF iShares Russell 1000 Growth Reduce -2.4% 1.49% −0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.0% 1.19% −0.05
IEFA iShares Core MSCI Eafe ETF Reduce -4.0% 3.40% −0.04
NVDA Nvidia Corp. Reduce -0.7% 0.20% −0.01
DHR Danaher Corp. Reduce -9.8% 0.25% −0.01
LISTED FDS TR Reduce -8.7% 0.11% −0.01
SJNK SS SPDR BB St Hi Yield ETF Reduce -1.0% 0.45% −0.01
IWP iShares Russell Mid-Cap Grow Reduce -2.7% 1.04% −0.01
VOO Vanguard S&P 500 ETF Reduce -5.4% 0.13% −0.01
IWO iShares Russell 2000 Growth Reduce -4.3% 0.56% −0.00
VOOG Vanguard S&P 500 Growth ETF Reduce -1.5% 0.10% −0.00
CSCO Cisco Systems Inc. Reduce -7.3% 0.39% −0.00
JNPR Juniper Networks Inc. Reduce -3.2% 0.12% −0.00
TGT Target Corp. Reduce -0.8% 0.24% +0.00
LISTED FD TR Reduce -4.1% 0.25% +0.00
IWN iShares Russell 2000 Value E Reduce -4.1% 0.57% +0.00
GS Goldman Sachs Group Inc. Reduce -1.5% 0.18% +0.01
IWD iShares Russell 1000 Value E Reduce -3.9% 6.02% +0.01
ACGL Arch Capital Group Ltd. Reduce -2.2% 0.52% +0.02
MCD McDonald's Corp. Reduce -0.3% 0.18% +0.02
B Barrick Gold Corp. Reduce -0.2% 0.38% +0.05
AAPL Apple Inc. Reduce -1.1% 1.06% +0.05

Portfolio Buys Q2 2024 → Q3 2024
TLT iShares 20+ Year Treasury BD Add +255.9% 9.41% +6.83
VGLT Vanguard Long-Term Treasury Add +345.4% 1.77% +1.38
AGG iShares Core U.S. Aggregate Add +17.6% 6.35% +0.95
IVV iShares Core S&P 500 ETF Add +4.4% 5.41% +0.28
VXUS Vanguard Total Intl Stock New 0.13% +0.13
BRK.B Berkshire Hathaway Inc. Class B Add +2.2% 1.21% +0.12
NOC Northrop Grumman Corp. New 0.11% +0.11
HD Home Depot Inc. New 0.10% +0.10
EBAY eBay Inc. New 0.10% +0.10
GUNR NT Mstar GLBL NR ETF New 0.10% +0.10
VOOV Vanguard S&P 500 Value ETF Add +6.5% 0.83% +0.08
VEA Vanguard Ftse Developed ETF Add +7.7% 0.54% +0.05
IWM iShares Russell 2000 ETF Add +26.5% 0.16% +0.04
PEP Pepsico Inc. Add +10.5% 0.18% +0.02
JEPI JPMorgan Equity Premium Inco Add +6.2% 0.14% +0.01
XOM Exxon Mobil Corp. Add +0.7% 0.16% −0.00
BA The Boeing Co. Add +14.1% 0.18% −0.02
GOOGL Alphabet Inc. Class A Add +0.8% 0.24% −0.03
MRK Merck & Co. Inc. Add +0.5% 0.42% −0.06
INTC Intel Corp. Add +10.4% 0.24% −0.06

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