Insight 2811, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Insight 2811, Inc. reported 87 stock positions worth $211.2 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 22.0% of the portfolio, followed by iShares 20+ Year Treasury BD (TLT, 10.6%) and iShares Core S&P 500 ETF (IVV, 9.1%). Compared with Q1 2025, it opened 8 new positions, sold out of 7, added to 30 and reduced 33. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +26%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001334952
- Portfolio Value
- $211.2M (Q2 2025)
- SEC Filing
- 0001580642-25-005033 ↗ filed Aug 11, 2025
Holdings Value
Holdings 87 stocks · $211.2M
| VGSH Vanguard Short-Term Treasury | 22.03% | 791,493 | $46.5M | Add +6.5% |
| TLT iShares 20+ Year Treasury BD | 10.62% | 254,152 | $22.4M | Add +4.0% |
| IVV iShares Core S&P 500 ETF | 9.12% | 31,015 | $19.3M | Add +26.5% |
| AGG iShares Core U.S. Aggregate | 8.46% | 180,113 | $17.9M | Add +8.4% |
| SHY iShares 1-3 Year Treasury Bo | 8.33% | 212,353 | $17.6M | Add +2.4% |
| IWD iShares Russell 1000 Value E | 5.59% | 60,803 | $11.8M | Add +2.1% |
| IEFA iShares Core MSCI Eafe ETF | 3.28% | 82,878 | $6.9M | Add +1.6% |
| VGLT Vanguard Long-Term Treasury | 3.09% | 116,214 | $6.5M | Add +19.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.26% | 52,009 | $4.8M | Reduce -9.4% |
| JPST JPMorgan Ultra-Short Income | 1.90% | 79,287 | $4.0M | Reduce -15.2% |
| IWF iShares Russell 1000 Growth | 1.43% | 7,094 | $3.0M | Reduce -2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.17% | 4,008 | $2.5M | Reduce -1.6% |
| VOOV Vanguard S&P 500 Value ETF | 1.17% | 13,058 | $2.5M | Add +18.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 5,069 | $2.5M | Reduce -7.5% |
| IWP iShares Russell Mid-Cap Grow | 1.10% | 16,783 | $2.3M | Add +0.7% |
| AAPL Apple Inc. | 0.84% | 8,595 | $1.8M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 0.82% | 30,376 | $1.7M | Add +14.9% |
| MSFT Microsoft Corp. | 0.80% | 3,414 | $1.7M | Add +0.3% |
| IWS iShares Russell Mid-Cap Valu | 0.64% | 10,248 | $1.4M | Add +0.3% |
| FBIN Fortune Brands Innovations I | 0.57% | 23,572 | $1.2M | No change |
| ORCL Oracle Corp. | 0.57% | 5,498 | $1.2M | Add +0.9% |
| IWO iShares Russell 2000 Growth | 0.51% | 3,731 | $1.1M | Add +3.1% |
| IWN iShares Russell 2000 Value E | 0.48% | 6,486 | $1.0M | Add +3.5% |
| CSCO Cisco Systems Inc. | 0.46% | 13,924 | $966K | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 0.45% | 3,292 | $954K | Add +3.6% |
| GOOG Alphabet Inc. Class C | 0.45% | 5,313 | $942K | Add +2.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 3,150 | $929K | Reduce -1.6% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.44% | 36,206 | $923K | Add +2.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.42% | 8,850 | $896K | Reduce -2.9% |
| ACGL Arch Capital Group Ltd. | 0.36% | 8,340 | $759K | No change |
| JNJ Johnson & Johnson | 0.36% | 4,934 | $754K | Reduce -4.3% |
| B Barrick Mining Corp. | 0.35% | 35,949 | $748K | Reduce -1.8% |
| IWM iShares Russell 2000 ETF | 0.35% | 3,430 | $740K | Reduce -1.0% |
| MDLZ Mondelez International Inc. Class A | 0.35% | 10,884 | $734K | Reduce -1.8% |
| BA The Boeing Co. | 0.32% | 3,248 | $681K | Add +1.6% |
| META Meta Platforms Inc. Class A | 0.32% | 919 | $678K | Reduce -0.4% |
| MS Morgan Stanley | 0.31% | 4,596 | $647K | Reduce -0.3% |
| IHDG Wisdomtree International Hed | 0.28% | 13,219 | $596K | No change |
| MCK McKesson Corp. | 0.27% | 769 | $564K | No change |
| PG The Procter & Gamble Co. | 0.26% | 3,431 | $547K | Reduce -10.5% |
| GOOGL Alphabet Inc. Class A | 0.26% | 3,086 | $544K | Add +0.6% |
| EXP Eagle Materials Inc. | 0.25% | 2,650 | $536K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.25% | 4,494 | $534K | Reduce -4.3% |
| INTC Intel Corp. | 0.25% | 23,485 | $526K | Add +0.2% |
| MRK Merck & Co. Inc. | 0.24% | 6,398 | $506K | Reduce -12.3% |
| AVGO Broadcom Inc. | 0.23% | 1,800 | $496K | New |
| VZ Verizon Communications Inc. | 0.23% | 11,314 | $490K | Reduce -10.3% |
| NVDA Nvidia Corp. | 0.23% | 3,037 | $480K | Add +1.0% |
| GS Goldman Sachs Group Inc. | 0.22% | 664 | $470K | Reduce -4.2% |
| AMAT Applied Materials Inc. | 0.22% | 2,525 | $462K | Reduce -0.2% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.22% | 4,635 | $461K | Reduce -35.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.21% | 1,400 | $448K | No change |
| LISTED FDS TR | 0.20% | 9,904 | $431K | No change |
| VOO Vanguard S&P 500 ETF | 0.20% | 744 | $423K | Add +31.2% |
| LMT Lockheed Martin Corp. | 0.20% | 908 | $421K | Reduce -0.9% |
| XME SS SPDR S&P Metals Mining | 0.20% | 6,222 | $418K | No change |
| QCOM Qualcomm Inc. | 0.20% | 2,605 | $415K | Reduce -3.7% |
| TGT Target Corp. | 0.19% | 4,148 | $409K | Add +16.0% |
| ABBV Abbvie Inc. | 0.19% | 2,139 | $397K | Reduce -0.4% |
| ALL Allstate Corp. | 0.18% | 1,897 | $382K | Reduce -2.2% |
| DIVZ Elevation Series Trust - Pol | 0.17% | 9,980 | $350K | New |
| SHEL Shell PLC-ADR | 0.17% | 4,950 | $349K | No change |
| MCD McDonald's Corp. | 0.16% | 1,156 | $338K | Reduce -2.5% |
| NEM Newmont Corp. | 0.15% | 5,494 | $320K | Reduce -6.2% |
| VOOG Vanguard S&P 500 Growth ETF | 0.15% | 806 | $320K | Add +12.9% |
| PEP Pepsico Inc. | 0.15% | 2,393 | $316K | Add +2.1% |
| DHR Danaher Corp. | 0.14% | 1,518 | $300K | Reduce -0.3% |
| PFE Pfizer Inc. | 0.14% | 12,019 | $291K | Add +3.4% |
| MBC Masterbrand Inc. | 0.13% | 25,982 | $284K | No change |
| XOM Exxon Mobil Corp. | 0.13% | 2,633 | $284K | Add +0.8% |
| VXUS Vanguard Total Intl Stock | 0.13% | 4,017 | $278K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.12% | 4,610 | $262K | Reduce -1.1% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.12% | 2,733 | $261K | Add +19.1% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.12% | 2,301 | $260K | New |
| IAU iShares Gold Trust | 0.12% | 4,145 | $258K | No change |
| KO The Coca-Cola Co. | 0.12% | 3,636 | $257K | Reduce -1.7% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.12% | 2,248 | $257K | New |
| LISTED FDS TR | 0.12% | 5,961 | $250K | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.12% | 1,949 | $245K | No change |
| IYW iShares Ustechnology ETF | 0.12% | 1,410 | $244K | New |
| ASB Associated Banc-Corp. | 0.12% | 10,000 | $244K | No change |
| VIOV Vanguard S&P Small-Cap 600 V | 0.11% | 2,817 | $241K | New |
| RBLX Roblox Corp. Class A | 0.11% | 2,270 | $239K | New |
| FIS Fidelity National Info Serv | 0.11% | 2,858 | $233K | No change |
| MWA Mueller Water Products Inc. Class A | 0.11% | 9,361 | $225K | Reduce -0.4% |
| TPR Tapestry Inc. | 0.10% | 2,468 | $217K | New |
| NOC Northrop Grumman Corp. | 0.10% | 431 | $215K | Reduce -0.7% |
Portfolio Sells Q1 2025 → Q2 2025
| JPST JPMorgan Ultra-Short Income | Reduce -15.2% | 1.90% | −0.50 |
| HELO JPMorgan Hedged Equity ETF | Sold out | 0.00% | −0.48 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -9.4% | 2.26% | −0.41 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.5% | 1.17% | −0.32 |
| COWG Pacer US LRG Cap Cows GR LD | Sold out | 0.00% | −0.22 |
| LISTED FD TR | Sold out | 0.00% | −0.19 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -35.0% | 0.22% | −0.14 |
| AAPL Apple Inc. | Reduce -0.1% | 0.84% | −0.13 |
| DTE DTE Energy Company | Sold out | 0.00% | −0.13 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.12 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.11 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -12.3% | 0.24% | −0.09 |
| JNJ Johnson & Johnson | Reduce -4.3% | 0.36% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -10.5% | 0.26% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -10.3% | 0.23% | −0.06 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.19% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.8% | 0.35% | −0.03 |
| MCD McDonald's Corp. | Reduce -2.5% | 0.16% | −0.03 |
| ALL Allstate Corp. | Reduce -2.2% | 0.18% | −0.02 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -2.9% | 0.42% | −0.02 |
| DHR Danaher Corp. | Reduce -0.3% | 0.14% | −0.02 |
| MWA Mueller Water Products Inc. Class A | Reduce -0.4% | 0.11% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -3.7% | 0.20% | −0.01 |
| KO The Coca-Cola Co. | Reduce -1.7% | 0.12% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.1% | 0.12% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -0.7% | 0.10% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.9% | 0.20% | −0.01 |
| B Barrick Mining Corp. | Reduce -1.8% | 0.35% | −0.01 |
| AEM Agnico Eagle Mines Ltd. | Reduce -4.3% | 0.25% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -1.0% | 0.35% | −0.00 |
| NEM Newmont Corp. | Reduce -6.2% | 0.15% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -2.0% | 0.46% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 1.17% | +0.02 |
| GS Goldman Sachs Group Inc. | Reduce -4.2% | 0.22% | +0.03 |
| AMAT Applied Materials Inc. | Reduce -0.2% | 0.22% | +0.03 |
| MS Morgan Stanley | Reduce -0.3% | 0.31% | +0.03 |
| IBM Intl Business Machines Corp. | Reduce -1.6% | 0.44% | +0.04 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 0.32% | +0.05 |
| IWF iShares Russell 1000 Growth | Reduce -2.2% | 1.43% | +0.10 |
Portfolio Buys Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Add +26.5% | 9.12% | +2.12 |
| VGLT Vanguard Long-Term Treasury | Add +19.7% | 3.09% | +0.25 |
| AVGO Broadcom Inc. | New | 0.23% | +0.23 |
| ORCL Oracle Corp. | Add +0.9% | 0.57% | +0.18 |
| DIVZ Elevation Series Trust - Pol | New | 0.17% | +0.17 |
| MSFT Microsoft Corp. | Add +0.3% | 0.80% | +0.16 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.6% | 3.28% | +0.14 |
| VOOV Vanguard S&P 500 Value ETF | Add +18.7% | 1.17% | +0.14 |
| VEA Vanguard Ftse Developed ETF | Add +14.9% | 0.82% | +0.14 |
| IVOG Vanguard S&P Mid-Cap 400 Gro | New | 0.12% | +0.12 |
| VIOG Vanguard S&P SM Cap 600 GRW | New | 0.12% | +0.12 |
| IYW iShares Ustechnology ETF | New | 0.12% | +0.12 |
| VIOV Vanguard S&P Small-Cap 600 V | New | 0.11% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +8.4% | 8.46% | +0.11 |
| RBLX Roblox Corp. Class A | New | 0.11% | +0.11 |
| IWP iShares Russell Mid-Cap Grow | Add +0.7% | 1.10% | +0.11 |
| TPR Tapestry Inc. | New | 0.10% | +0.10 |
| NVDA Nvidia Corp. | Add +1.0% | 0.23% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +3.6% | 0.45% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +31.2% | 0.20% | +0.05 |
| BA The Boeing Co. | Add +1.6% | 0.32% | +0.05 |
| IWO iShares Russell 2000 Growth | Add +3.1% | 0.51% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +2.2% | 0.45% | +0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Add +12.9% | 0.15% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.26% | +0.02 |
| IVOV Vanguard S&P Mid-Cap 400 Val | Add +19.1% | 0.12% | +0.02 |
| IWN iShares Russell 2000 Value E | Add +3.5% | 0.48% | +0.00 |
| TGT Target Corp. | Add +16.0% | 0.19% | +0.00 |
| PFE Pfizer Inc. | Add +3.4% | 0.14% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +0.3% | 0.64% | −0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +2.3% | 0.44% | −0.02 |
| INTC Intel Corp. | Add +0.2% | 0.25% | −0.02 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.13% | −0.02 |
| PEP Pepsico Inc. | Add +2.1% | 0.15% | −0.03 |
| IWD iShares Russell 1000 Value E | Add +2.1% | 5.59% | −0.10 |
| VGSH Vanguard Short-Term Treasury | Add +6.5% | 22.03% | −0.12 |
| SHY iShares 1-3 Year Treasury Bo | Add +2.4% | 8.33% | −0.38 |
| TLT iShares 20+ Year Treasury BD | Add +4.0% | 10.62% | −0.67 |
Options Activity Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 6,500 | $336Kbefore exit |
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 |