Insight 2811, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Insight 2811, Inc. reported 88 stock positions worth $194.0 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 22.5% of the portfolio, followed by iShares 20+ Year Treasury BD (TLT, 11.5%) and iShares 1-3 Year Treasury Bo (SHY, 9.2%). Compared with Q3 2024, it opened 5 new positions, sold out of 6, added to 23 and reduced 43. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +33%) and the biggest sale iShares 1-3 Year Treasury Bo (SHY, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001334952
- Portfolio Value
- $194.0M (Q4 2024)
- SEC Filing
- 0001580642-25-000960 ↗ filed Feb 11, 2025
Holdings Value
Holdings 88 stocks · $194.0M
| VGSH Vanguard Short-Term Treasury | 22.51% | 750,439 | $43.7M | Reduce -1.4% |
| TLT iShares 20+ Year Treasury BD | 11.54% | 256,336 | $22.4M | Add +33.0% |
| SHY iShares 1-3 Year Treasury Bo | 9.20% | 217,823 | $17.9M | Reduce -25.9% |
| AGG iShares Core U.S. Aggregate | 7.20% | 144,112 | $14.0M | Add +14.4% |
| IVV iShares Core S&P 500 ETF | 6.46% | 21,297 | $12.5M | Add +13.1% |
| IWD iShares Russell 1000 Value E | 5.95% | 62,371 | $11.5M | Reduce -2.1% |
| IEFA iShares Core MSCI Eafe ETF | 3.09% | 85,307 | $6.0M | Reduce -2.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.60% | 55,242 | $5.1M | Reduce -4.5% |
| JPST JPMorgan Ultra-Short Income | 2.55% | 98,043 | $4.9M | Reduce -45.5% |
| VGLT Vanguard Long-Term Treasury | 2.41% | 84,464 | $4.7M | Add +46.1% |
| IWF iShares Russell 1000 Growth | 1.58% | 7,636 | $3.1M | Reduce -4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.26% | 5,403 | $2.4M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.24% | 4,110 | $2.4M | Reduce -0.9% |
| IWP iShares Russell Mid-Cap Grow | 1.14% | 17,510 | $2.2M | Reduce -1.4% |
| AAPL Apple Inc. | 1.12% | 8,713 | $2.2M | Reduce -4.5% |
| VOOV Vanguard S&P 500 Value ETF | 0.95% | 9,939 | $1.8M | Add +13.4% |
| FBIN Fortune Brands Innovations I | 0.83% | 23,572 | $1.6M | No change |
| MSFT Microsoft Corp. | 0.76% | 3,476 | $1.5M | Reduce -0.1% |
| IWS iShares Russell Mid-Cap Valu | 0.69% | 10,376 | $1.3M | Add +2.2% |
| VEA Vanguard Ftse Developed ETF | 0.58% | 23,649 | $1.1M | Add +14.9% |
| IWO iShares Russell 2000 Growth | 0.56% | 3,805 | $1.1M | Reduce -3.2% |
| IWN iShares Russell 2000 Value E | 0.56% | 6,593 | $1.1M | Reduce -3.2% |
| GOOG Alphabet Inc. Class C | 0.50% | 5,048 | $961K | Reduce -0.4% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.49% | 9,010 | $955K | New |
| ORCL Oracle Corp. | 0.47% | 5,463 | $910K | Reduce -5.0% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.46% | 35,242 | $890K | Add +1.4% |
| CSCO Cisco Systems Inc. | 0.43% | 14,207 | $841K | Reduce -4.2% |
| ACGL Arch Capital Group Ltd. | 0.40% | 8,431 | $779K | Reduce -10.0% |
| JPM JPMorgan Chase & Co. | 0.39% | 3,196 | $766K | Add +0.3% |
| JNJ Johnson & Johnson | 0.39% | 5,292 | $765K | Add +1.7% |
| MRK Merck & Co. Inc. | 0.39% | 7,608 | $757K | Add +1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 3,424 | $753K | Reduce -0.9% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.38% | 7,385 | $732K | Reduce -5.7% |
| IWM iShares Russell 2000 ETF | 0.37% | 3,257 | $720K | Add +127.4% |
| MDLZ Mondelez International Inc. Class A | 0.34% | 11,084 | $662K | No change |
| EXP Eagle Materials Inc. | 0.34% | 2,650 | $654K | Reduce -3.6% |
| PG The Procter & Gamble Co. | 0.33% | 3,847 | $645K | Reduce -0.3% |
| MS Morgan Stanley | 0.30% | 4,652 | $585K | Reduce -1.5% |
| IHDG Wisdomtree International Hed | 0.30% | 13,219 | $575K | No change |
| B Barrick Gold Corp. | 0.29% | 36,872 | $572K | Reduce -4.2% |
| META Meta Platforms Inc. Class A | 0.29% | 950 | $556K | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 0.29% | 2,926 | $554K | Add +0.5% |
| BA The Boeing Co. | 0.28% | 3,115 | $551K | Add +32.8% |
| VZ Verizon Communications Inc. | 0.27% | 12,934 | $517K | Reduce -1.9% |
| HELO JPMorgan Hedged Equity ETF | 0.26% | 8,165 | $507K | New |
| LMT Lockheed Martin Corp. | 0.23% | 926 | $450K | Reduce -4.0% |
| LISTED FDS TR | 0.23% | 10,701 | $445K | Reduce -0.2% |
| TGT Target Corp. | 0.23% | 3,273 | $442K | Add +4.7% |
| MCK McKesson Corp. | 0.23% | 769 | $438K | Reduce -8.6% |
| AMAT Applied Materials Inc. | 0.22% | 2,630 | $428K | Reduce -8.4% |
| NVDA Nvidia Corp. | 0.22% | 3,147 | $423K | Reduce -3.1% |
| QCOM Qualcomm Inc. | 0.21% | 2,705 | $416K | Reduce -19.0% |
| COWG Pacer US LRG Cap Cows GR LD | 0.21% | 12,805 | $410K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.20% | 1,400 | $397K | No change |
| LISTED FD TR | 0.20% | 12,356 | $396K | Reduce -19.1% |
| GS Goldman Sachs Group Inc. | 0.20% | 689 | $395K | Reduce -4.4% |
| ALL Allstate Corp. | 0.20% | 2,040 | $393K | Reduce -5.1% |
| ABBV Abbvie Inc. | 0.20% | 2,179 | $387K | Add +0.2% |
| MBC Masterbrand Inc. | 0.20% | 25,982 | $380K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.19% | 4,776 | $374K | Reduce -7.7% |
| XME SS SPDR S&P Metals Mining | 0.18% | 6,222 | $353K | Reduce -7.6% |
| DHR Danaher Corp. | 0.18% | 1,533 | $352K | Reduce -16.2% |
| MCD McDonald's Corp. | 0.18% | 1,209 | $350K | Add +0.4% |
| PEP Pepsico Inc. | 0.18% | 2,240 | $341K | Add +6.4% |
| SHEL Shell PLC-ADR | 0.16% | 4,950 | $310K | Reduce -12.6% |
| INTC Intel Corp. | 0.16% | 15,166 | $304K | Reduce -26.8% |
| PFE Pfizer Inc. | 0.16% | 11,419 | $303K | No change |
| XOM Exxon Mobil Corp. | 0.15% | 2,710 | $292K | Add +0.7% |
| JEPI JPMorgan Equity Premium Inco | 0.14% | 4,660 | $268K | No change |
| VOO Vanguard S&P 500 ETF | 0.14% | 490 | $264K | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.13% | 1,949 | $258K | Reduce -6.3% |
| CMCSA Comcast Corp. Class A | 0.13% | 6,646 | $249K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.12% | 657 | $241K | Add +11.0% |
| LISTED FDS TR | 0.12% | 5,961 | $240K | No change |
| ASB Associated Banc-Corp. | 0.12% | 10,000 | $239K | No change |
| VXUS Vanguard Total Intl Stock | 0.12% | 4,017 | $237K | No change |
| KO The Coca-Cola Co. | 0.12% | 3,733 | $232K | Add +0.3% |
| FIS Fidelity National Info Serv | 0.12% | 2,858 | $231K | No change |
| DTE DTE Energy Company | 0.12% | 1,900 | $229K | No change |
| LISTED FDS TR | 0.12% | 6,613 | $227K | No change |
| IYW iShares Ustechnology ETF | 0.12% | 1,410 | $225K | No change |
| NEM Newmont Corp. | 0.11% | 5,954 | $222K | Reduce -6.3% |
| MWA Mueller Water Products Inc. Class A | 0.11% | 9,401 | $212K | Reduce -7.0% |
| LISTED FDS TR | 0.11% | 5,683 | $210K | No change |
| IAU iShares Gold Trust | 0.11% | 4,145 | $205K | Reduce -10.3% |
| EXPE Expedia Group Inc. | 0.11% | 1,100 | $205K | New |
| NOC Northrop Grumman Corp. | 0.10% | 434 | $204K | Add +1.4% |
| PTLO Portillo's Inc. Class A | 0.06% | 12,491 | $117K | New |
Options reported separately and not counted above: SPY puts ($235K).
Portfolio Sells Q3 2024 → Q4 2024
| SHY iShares 1-3 Year Treasury Bo | Reduce -25.9% | 9.20% | −2.96 |
| JPST JPMorgan Ultra-Short Income | Reduce -45.5% | 2.55% | −2.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.4% | 3.09% | −0.31 |
| ACGL Arch Capital Group Ltd. | Reduce -10.0% | 0.40% | −0.12 |
| JNPR Juniper Networks Inc. | Sold out | 0.00% | −0.12 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.10 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.10 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.10 |
| GUNR NT Mstar GLBL NR ETF | Sold out | 0.00% | −0.10 |
| B Barrick Gold Corp. | Reduce -4.2% | 0.29% | −0.09 |
| INTC Intel Corp. | Reduce -26.8% | 0.16% | −0.09 |
| DHR Danaher Corp. | Reduce -16.2% | 0.18% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -19.0% | 0.21% | −0.07 |
| AMAT Applied Materials Inc. | Reduce -8.4% | 0.22% | −0.07 |
| IWD iShares Russell 1000 Value E | Reduce -2.1% | 5.95% | −0.07 |
| EXP Eagle Materials Inc. | Reduce -3.6% | 0.34% | −0.06 |
| NEM Newmont Corp. | Reduce -6.3% | 0.11% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -4.0% | 0.23% | −0.05 |
| LISTED FD TR | Reduce -19.1% | 0.20% | −0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -4.5% | 2.60% | −0.04 |
| XME SS SPDR S&P Metals Mining | Reduce -7.6% | 0.18% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -1.9% | 0.27% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -12.6% | 0.16% | −0.03 |
| GGB Gerdau SA -Spon ADR | Sold out | 0.00% | −0.02 |
| ORCL Oracle Corp. | Reduce -5.0% | 0.47% | −0.02 |
| AEM Agnico Eagle Mines Ltd. | Reduce -7.7% | 0.19% | −0.01 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -5.7% | 0.38% | −0.01 |
| IAU iShares Gold Trust | Reduce -10.3% | 0.11% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -3.2% | 0.56% | −0.01 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -6.3% | 0.13% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.33% | −0.00 |
| ALL Allstate Corp. | Reduce -5.1% | 0.20% | −0.00 |
| MWA Mueller Water Products Inc. Class A | Reduce -7.0% | 0.11% | −0.00 |
| LISTED FDS TR | Reduce -0.2% | 0.23% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -0.9% | 0.39% | +0.01 |
| IWO iShares Russell 2000 Growth | Reduce -3.2% | 0.56% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 0.29% | +0.01 |
| MSFT Microsoft Corp. | Reduce -0.1% | 0.76% | +0.01 |
| MCK McKesson Corp. | Reduce -8.6% | 0.23% | +0.02 |
| NVDA Nvidia Corp. | Reduce -3.1% | 0.22% | +0.02 |
| GS Goldman Sachs Group Inc. | Reduce -4.4% | 0.20% | +0.03 |
| CSCO Cisco Systems Inc. | Reduce -4.2% | 0.43% | +0.04 |
| MS Morgan Stanley | Reduce -1.5% | 0.30% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 1.24% | +0.06 |
| AAPL Apple Inc. | Reduce -4.5% | 1.12% | +0.07 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.50% | +0.07 |
| IWF iShares Russell 1000 Growth | Reduce -4.4% | 1.58% | +0.09 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.4% | 1.14% | +0.11 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.4% | 22.51% | +0.14 |
Portfolio Buys Q3 2024 → Q4 2024
| TLT iShares 20+ Year Treasury BD | Add +33.0% | 11.54% | +2.13 |
| IVV iShares Core S&P 500 ETF | Add +13.1% | 6.46% | +1.05 |
| AGG iShares Core U.S. Aggregate | Add +14.4% | 7.20% | +0.84 |
| VGLT Vanguard Long-Term Treasury | Add +46.1% | 2.41% | +0.64 |
| VIOO Vanguard S&P Small-Cap 600 E | New | 0.49% | +0.49 |
| HELO JPMorgan Hedged Equity ETF | New | 0.26% | +0.26 |
| IWM iShares Russell 2000 ETF | Add +127.4% | 0.37% | +0.21 |
| COWG Pacer US LRG Cap Cows GR LD | New | 0.21% | +0.21 |
| VOOV Vanguard S&P 500 Value ETF | Add +13.4% | 0.95% | +0.11 |
| BA The Boeing Co. | Add +32.8% | 0.28% | +0.11 |
| EXPE Expedia Group Inc. | New | 0.11% | +0.11 |
| PTLO Portillo's Inc. Class A | New | 0.06% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.39% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.0% | 1.26% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 0.29% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +14.9% | 0.58% | +0.04 |
| IWS iShares Russell Mid-Cap Valu | Add +2.2% | 0.69% | +0.02 |
| VOOG Vanguard S&P 500 Growth ETF | Add +11.0% | 0.12% | +0.02 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +1.4% | 0.46% | +0.01 |
| MCD McDonald's Corp. | Add +0.4% | 0.18% | −0.00 |
| PEP Pepsico Inc. | Add +6.4% | 0.18% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.15% | −0.01 |
| NOC Northrop Grumman Corp. | Add +1.4% | 0.10% | −0.01 |
| KO The Coca-Cola Co. | Add +0.3% | 0.12% | −0.01 |
| ABBV Abbvie Inc. | Add +0.2% | 0.20% | −0.01 |
| TGT Target Corp. | Add +4.7% | 0.23% | −0.01 |
| JNJ Johnson & Johnson | Add +1.7% | 0.39% | −0.03 |
| MRK Merck & Co. Inc. | Add +1.4% | 0.39% | −0.03 |
Options Activity Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 6,500 | $235K |
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 |