Insight 2811, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Insight 2811, Inc. reported 97 stock positions worth $226.4 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 21.4% of the portfolio, followed by iShares 20+ Year Treasury BD (TLT, 9.9%) and iShares Core S&P 500 ETF (IVV, 9.7%). Compared with Q3 2025, it opened 7 new positions, sold out of 5, added to 37 and reduced 31. The biggest buy was a new position in Schwab (charles) (SCHW) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −2%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001334952
Portfolio Value
$226.4M (Q4 2025)
SEC Filing
0001334952-26-000003 ↗ filed Feb 3, 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 $226.4M Q4 2025 Q1 2026: $230.0M Q1 2026 Q2 2026: $247.0M Q2 2026

Holdings 97 stocks · $226.4M
VGSH Vanguard Short-Term Treasury 21.36% 823,748 $48.4M Add +1.6%
TLT iShares 20+ Year Treasury BD 9.86% 256,287 $22.3M Reduce -1.5%
IVV iShares Core S&P 500 ETF 9.71% 32,102 $22.0M Reduce -0.0%
AGG iShares Core U.S. Aggregate 8.97% 203,385 $20.3M Add +2.6%
SHY iShares 1-3 Year Treasury Bo 7.62% 208,353 $17.3M Reduce -2.0%
IWD iShares Russell 1000 Value E 5.43% 58,485 $12.3M Reduce -4.1%
VGLT Vanguard Long-Term Treasury 3.17% 128,648 $7.2M Add +3.1%
IEFA iShares Core MSCI Eafe ETF 3.12% 78,996 $7.1M Reduce -5.1%
BIL SS SPDR BB 1-3M T-Bill ETF 2.02% 50,060 $4.6M Add +4.5%
IWF iShares Russell 1000 Growth 1.42% 6,784 $3.2M Reduce -4.0%
VOOV Vanguard S&P 500 Value ETF 1.29% 14,210 $2.9M Add +2.4%
SPY SS SPDR S&P 500 ETF Trust-US 1.19% 3,943 $2.7M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 1.15% 5,167 $2.6M Add +1.9%
IWP iShares Russell Mid-Cap Grow 0.99% 16,377 $2.2M Reduce -2.4%
JPST JPMorgan Ultra-Short Income 0.98% 44,027 $2.2M Reduce -14.6%
AAPL Apple Inc. 0.92% 7,672 $2.1M Reduce -7.8%
VEA Vanguard Ftse Developed ETF 0.90% 32,656 $2.0M Add +1.9%
MSFT Microsoft Corp. 0.66% 3,102 $1.5M Reduce -9.2%
GOOG Alphabet Inc. Class C 0.66% 4,733 $1.5M Reduce -1.7%
B Barrick Mining Corp. 0.65% 33,677 $1.5M Add +0.3%
SCHW Schwab (charles) Corp. 0.63% 14,280 $1.4M New
IWS iShares Russell Mid-Cap Valu 0.62% 10,015 $1.4M Reduce -2.3%
JPM JPMorgan Chase & Co. 0.55% 3,860 $1.2M Add +18.1%
FBIN Fortune Brands Innovations I 0.52% 23,572 $1.2M No change
IWO iShares Russell 2000 Growth 0.50% 3,533 $1.1M Reduce -5.4%
IWN iShares Russell 2000 Value E 0.50% 6,197 $1.1M Reduce -4.8%
CSCO Cisco Systems Inc. 0.49% 14,437 $1.1M Add +3.5%
ORCL Oracle Corp. 0.47% 5,492 $1.1M Add +0.0%
VIOO Vanguard S&P Small-Cap 600 E 0.46% 9,442 $1.0M Add +0.2%
JNJ Johnson & Johnson 0.45% 4,962 $1.0M Add +0.0%
GOOGL Alphabet Inc. Class A 0.43% 3,124 $978K Add +1.0%
SJNK SS SPDR BB St Hi Yield ETF 0.41% 36,659 $928K Add +1.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.40% 3,027 $897K Reduce -0.7%
INTC Intel Corp. 0.39% 23,737 $876K Add +0.4%
MS Morgan Stanley 0.36% 4,618 $820K Add +0.2%
ACGL Arch Capital Group Ltd. 0.35% 8,340 $800K No change
IWM iShares Russell 2000 ETF 0.34% 3,115 $767K Reduce -5.1%
AEM Agnico Eagle Mines Ltd. 0.33% 4,371 $741K Reduce -2.2%
META Meta Platforms Inc. Class A 0.32% 1,103 $728K Add +19.9%
BA The Boeing Co. 0.31% 3,197 $694K Add +1.3%
MRK Merck & Co. Inc. 0.30% 6,410 $675K Reduce -1.9%
VOO Vanguard S&P 500 ETF 0.29% 1,038 $651K Add +17.8%
AMAT Applied Materials Inc. 0.29% 2,517 $647K Reduce -0.3%
XME SS SPDR S&P Metals Mining 0.28% 6,222 $645K No change
IHDG Wisdomtree International Hed 0.28% 13,219 $643K No change
MCK McKesson Corp. 0.28% 764 $627K Reduce -0.7%
AVGO Broadcom Inc. 0.24% 1,590 $550K No change
NEM Newmont Corp. 0.24% 5,474 $547K Reduce -0.4%
GS Goldman Sachs Group Inc. 0.24% 619 $544K No change
EXP Eagle Materials Inc. 0.24% 2,620 $542K Reduce -1.1%
VZ Verizon Communications Inc. 0.24% 13,077 $533K Add +16.5%
NVDA Nvidia Corp. 0.22% 2,714 $506K Reduce -7.6%
ABBV Abbvie Inc. 0.22% 2,148 $491K Add +0.1%
PG The Procter & Gamble Co. 0.21% 3,349 $480K Reduce -1.3%
TGT Target Corp. 0.20% 4,711 $461K Add +1.4%
QCOM Qualcomm Inc. 0.20% 2,595 $444K Add +0.2%
LMT Lockheed Martin Corp. 0.19% 911 $441K No change
BILS SS Spdrb B 3-12M T-Bill ETF 0.19% 4,395 $436K No change
ALL Allstate Corp. 0.18% 1,909 $397K Add +0.1%
PEP Pepsico Inc. 0.17% 2,759 $396K Add +4.9%
VOOG Vanguard S&P 500 Growth ETF 0.17% 843 $375K Add +0.6%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.16% 1,400 $362K No change
SHEL Shell PLC-ADR 0.16% 4,900 $360K Reduce -1.0%
MCD McDonald's Corp. 0.15% 1,147 $351K No change
DHR Danaher Corp. 0.15% 1,527 $349K Add +0.1%
XOM Exxon Mobil Corp. 0.14% 2,674 $322K Add +0.8%
PFE Pfizer Inc. 0.14% 12,632 $315K No change
EXPE Expedia Group Inc. 0.14% 1,100 $312K No change
TPR Tapestry Inc. 0.14% 2,397 $306K Reduce -0.5%
IAU iShares Gold Trust 0.13% 3,755 $305K Reduce -2.3%
VXUS Vanguard Total Intl Stock 0.13% 4,017 $303K No change
VIOV Vanguard S&P Small-Cap 600 V 0.13% 3,067 $300K Add +1.9%
IVOG Vanguard S&P Mid-Cap 400 Gro 0.13% 2,486 $299K Add +2.0%
IVOV Vanguard S&P Mid-Cap 400 Val 0.13% 2,953 $298K Add +1.9%
VIOG Vanguard S&P SM Cap 600 GRW 0.13% 2,431 $295K Add +1.9%
JULZ TS STR Outcome Jul ETF 0.13% 6,830 $288K Reduce -12.8%
MBC Masterbrand Inc. 0.13% 25,982 $287K No change
VSS Vanguard Ftse All Wo X-US SC 0.13% 1,995 $286K Add +11.8%
IYW iShares Ustechnology ETF 0.12% 1,410 $282K No change
ASB Associated Banc-Corp. 0.11% 10,000 $258K No change
NOC Northrop Grumman Corp. 0.11% 443 $253K Add +1.6%
XOP SS SPDR S&P Og Exp & Prod 0.11% 1,949 $246K No change
KTOS Kratos Defense & Security 0.11% 3,200 $243K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.11% 1,552 $238K No change
MFC Manulife Financial Corp. 0.10% 6,526 $237K New
KO The Coca-Cola Co. 0.10% 3,386 $237K Reduce -5.6%
JEPI JPMorgan Equity Premium Inco 0.10% 4,105 $235K Reduce -10.9%
HII Huntington Ingalls Industrie 0.10% 672 $229K New
VGT Vanguard Info Tech ETF 0.10% 300 $226K No change
MWA Mueller Water Products Inc. Class A 0.10% 9,362 $223K Add +0.0%
CAH Cardinal Health Inc. 0.10% 1,060 $218K New
BP BP PLC-Spons ADR 0.10% 6,222 $216K Add +1.7%
EBAY eBay Inc. 0.09% 2,400 $209K No change
GD General Dynamics Corp. 0.09% 617 $208K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 3,705 $204K New
NAGE Niagen Bioscience Inc. 0.06% 22,834 $145K New
PTLO Portillo's Inc. Class A 0.05% 24,903 $113K New

Options reported separately and not counted above: SPY puts ($249K), XLK puts ($34K).

Portfolio Sells Q3 2025 → Q4 2025
TLT iShares 20+ Year Treasury BD Reduce -1.5% 9.86% −0.50
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.30
SHY iShares 1-3 Year Treasury Bo Reduce -2.0% 7.62% −0.24
JPST JPMorgan Ultra-Short Income Reduce -14.6% 0.98% −0.18
RBLX Roblox Corp. Class A Sold out 0.00% −0.13
DIVZ Elevation Series Trust - Pol Sold out 0.00% −0.13
MSFT Microsoft Corp. Reduce -9.2% 0.66% −0.13
IEFA iShares Core MSCI Eafe ETF Reduce -5.1% 3.12% −0.12
IWD iShares Russell 1000 Value E Reduce -4.1% 5.43% −0.10
NOVZ Trueshares Struc Outcome Nov Sold out 0.00% −0.10
AZO AutoZone Inc. Sold out 0.00% −0.10
IWP iShares Russell Mid-Cap Grow Reduce -2.4% 0.99% −0.07
IWF iShares Russell 1000 Growth Reduce -4.0% 1.42% −0.06
EXP Eagle Materials Inc. Reduce -1.1% 0.24% −0.04
JULZ TS STR Outcome Jul ETF Reduce -12.8% 0.13% −0.03
IWO iShares Russell 2000 Growth Reduce -5.4% 0.50% −0.03
AAPL Apple Inc. Reduce -7.8% 0.92% −0.02
NVDA Nvidia Corp. Reduce -7.6% 0.22% −0.02
PG The Procter & Gamble Co. Reduce -1.3% 0.21% −0.02
IWN iShares Russell 2000 Value E Reduce -4.8% 0.50% −0.02
IWM iShares Russell 2000 ETF Reduce -5.1% 0.34% −0.02
IWS iShares Russell Mid-Cap Valu Reduce -2.3% 0.62% −0.01
JEPI JPMorgan Equity Premium Inco Reduce -10.9% 0.10% −0.01
AEM Agnico Eagle Mines Ltd. Reduce -2.2% 0.33% −0.01
KO The Coca-Cola Co. Reduce -5.6% 0.10% −0.00
SHEL Shell PLC-ADR Reduce -1.0% 0.16% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.7% 1.19% +0.01
IAU iShares Gold Trust Reduce -2.3% 0.13% +0.01
MCK McKesson Corp. Reduce -0.7% 0.28% +0.01
IBM Intl Business Machines Corp. Reduce -0.7% 0.40% +0.01
TPR Tapestry Inc. Reduce -0.5% 0.14% +0.01
NEM Newmont Corp. Reduce -0.4% 0.24% +0.03
MRK Merck & Co. Inc. Reduce -1.9% 0.30% +0.05
AMAT Applied Materials Inc. Reduce -0.3% 0.29% +0.06
IVV iShares Core S&P 500 ETF Reduce -0.0% 9.71% +0.13
GOOG Alphabet Inc. Class C Reduce -1.7% 0.66% +0.13

Portfolio Buys Q3 2025 → Q4 2025
SCHW Schwab (charles) Corp. New 0.63% +0.63
B Barrick Mining Corp. Add +0.3% 0.65% +0.16
AGG iShares Core U.S. Aggregate Add +2.6% 8.97% +0.11
MFC Manulife Financial Corp. New 0.10% +0.10
HII Huntington Ingalls Industrie New 0.10% +0.10
VGSH Vanguard Short-Term Treasury Add +1.6% 21.36% +0.10
GOOGL Alphabet Inc. Class A Add +1.0% 0.43% +0.10
CAH Cardinal Health Inc. New 0.10% +0.10
BAC Bank of America Corp. New 0.09% +0.09
JPM JPMorgan Chase & Co. Add +18.1% 0.55% +0.09
CSCO Cisco Systems Inc. Add +3.5% 0.49% +0.07
NAGE Niagen Bioscience Inc. New 0.06% +0.06
BIL SS SPDR BB 1-3M T-Bill ETF Add +4.5% 2.02% +0.06
VOOV Vanguard S&P 500 Value ETF Add +2.4% 1.29% +0.05
PTLO Portillo's Inc. Class A New 0.05% +0.05
VOO Vanguard S&P 500 ETF Add +17.8% 0.29% +0.05
VEA Vanguard Ftse Developed ETF Add +1.9% 0.90% +0.04
JNJ Johnson & Johnson Add +0.0% 0.45% +0.04
MS Morgan Stanley Add +0.2% 0.36% +0.04
INTC Intel Corp. Add +0.4% 0.39% +0.03
META Meta Platforms Inc. Class A Add +19.9% 0.32% +0.02
DHR Danaher Corp. Add +0.1% 0.15% +0.02
TGT Target Corp. Add +1.4% 0.20% +0.02
VZ Verizon Communications Inc. Add +16.5% 0.24% +0.02
VSS Vanguard Ftse All Wo X-US SC Add +11.8% 0.13% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +1.9% 1.15% +0.01
PEP Pepsico Inc. Add +4.9% 0.17% +0.01
XOM Exxon Mobil Corp. Add +0.8% 0.14% +0.01
VGLT Vanguard Long-Term Treasury Add +3.1% 3.17% +0.01
VIOV Vanguard S&P Small-Cap 600 V Add +1.9% 0.13% +0.00
QCOM Qualcomm Inc. Add +0.2% 0.20% +0.00
BA The Boeing Co. Add +1.3% 0.31% +0.00
VOOG Vanguard S&P 500 Growth ETF Add +0.6% 0.17% +0.00
IVOG Vanguard S&P Mid-Cap 400 Gro Add +2.0% 0.13% +0.00
IVOV Vanguard S&P Mid-Cap 400 Val Add +1.9% 0.13% +0.00
BP BP PLC-Spons ADR Add +1.7% 0.10% +0.00
VIOG Vanguard S&P SM Cap 600 GRW Add +1.9% 0.13% +0.00
VIOO Vanguard S&P Small-Cap 600 E Add +0.2% 0.46% −0.00
SJNK SS SPDR BB St Hi Yield ETF Add +1.4% 0.41% −0.00
ABBV Abbvie Inc. Add +0.1% 0.22% −0.00
NOC Northrop Grumman Corp. Add +1.6% 0.11% −0.01
ALL Allstate Corp. Add +0.1% 0.18% −0.01
MWA Mueller Water Products Inc. Class A Add +0.0% 0.10% −0.01
ORCL Oracle Corp. Add +0.0% 0.47% −0.22

Options Activity Q3 2025 → Q4 2025
SPY SS SPDR S&P 500 ETF Trust-US put New 8,500 $249K
XLK SS Technology Select Sector put New 15,000 $34K

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