Insight 2811, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Insight 2811, Inc. reported 98 stock positions worth $230.0 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 21.7% of the portfolio, followed by iShares 20+ Year Treasury BD (TLT, 10.2%) and iShares Core S&P 500 ETF (IVV, 9.4%). Compared with Q4 2025, it opened 5 new positions, sold out of 4, added to 50 and reduced 19. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +6%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −4%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001334952
Portfolio Value
$230.0M (Q1 2026)
SEC Filing
0001334952-26-000005 ↗ filed May 7, 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 Q4 2025 Q1 2026: $230.0M $230.0M Q1 2026 Q2 2026: $247.0M Q2 2026

Holdings 98 stocks · $230.0M
VGSH Vanguard Short-Term Treasury 21.67% 851,443 $49.8M Add +3.4%
TLT iShares 20+ Year Treasury BD 10.22% 271,172 $23.5M Add +5.8%
IVV iShares Core S&P 500 ETF 9.39% 33,058 $21.6M Add +3.0%
AGG iShares Core U.S. Aggregate 9.16% 212,282 $21.1M Add +4.4%
SHY iShares 1-3 Year Treasury Bo 7.58% 211,194 $17.4M Add +1.4%
IWD iShares Russell 1000 Value E 5.55% 59,724 $12.8M Add +2.1%
VGLT Vanguard Long-Term Treasury 3.25% 135,249 $7.5M Add +5.1%
IEFA iShares Core MSCI Eafe ETF 3.17% 80,416 $7.3M Add +1.8%
BIL SS SPDR BB 1-3M T-Bill ETF 1.97% 49,404 $4.5M Reduce -1.3%
VOOV Vanguard S&P 500 Value ETF 1.31% 14,754 $3.0M Add +3.8%
IWF iShares Russell 1000 Growth 1.21% 6,542 $2.8M Reduce -3.6%
SPY SS SPDR S&P 500 ETF Trust-US 1.13% 4,008 $2.6M Add +1.6%
BRK.B Berkshire Hathaway Inc. Class B 1.04% 4,998 $2.4M Reduce -3.3%
VEA Vanguard Ftse Developed ETF 0.94% 33,565 $2.2M Add +2.8%
JPST JPMorgan Ultra-Short Income 0.93% 42,320 $2.1M Reduce -3.9%
IWP iShares Russell Mid-Cap Grow 0.92% 16,488 $2.1M Add +0.7%
AAPL Apple Inc. 0.85% 7,685 $2.0M Add +0.2%
IWS iShares Russell Mid-Cap Valu 0.65% 10,219 $1.5M Add +2.0%
B Barrick Mining Corp. 0.60% 34,105 $1.4M Add +1.3%
GOOG Alphabet Inc. Class C 0.60% 4,807 $1.4M Add +1.6%
JPM JPMorgan Chase & Co. 0.59% 4,615 $1.4M Add +19.6%
SCHW Schwab (charles) Corp. 0.58% 14,261 $1.3M Reduce -0.1%
JNJ Johnson & Johnson 0.54% 5,075 $1.2M Add +2.3%
IWN iShares Russell 2000 Value E 0.51% 6,239 $1.2M Add +0.7%
CSCO Cisco Systems Inc. 0.51% 14,998 $1.2M Add +3.9%
MSFT Microsoft Corp. 0.50% 3,108 $1.2M Add +0.2%
IWO iShares Russell 2000 Growth 0.49% 3,558 $1.1M Add +0.7%
VIOO Vanguard S&P Small-Cap 600 E 0.48% 9,536 $1.1M Add +1.0%
INTC Intel Corp. 0.44% 22,961 $1.0M Reduce -3.3%
SJNK SS SPDR BB St Hi Yield ETF 0.41% 38,169 $953K Add +4.1%
GOOGL Alphabet Inc. Class A 0.40% 3,199 $920K Add +2.4%
FBIN Fortune Brands Innovations I 0.40% 23,572 $919K No change
AEM Agnico Eagle Mines Ltd. 0.38% 4,353 $884K Reduce -0.4%
AMAT Applied Materials Inc. 0.37% 2,470 $844K Reduce -1.9%
VOO Vanguard S&P 500 ETF 0.35% 1,366 $816K Add +31.6%
ORCL Oracle Corp. 0.35% 5,536 $814K Add +0.8%
ACGL Arch Capital Group Ltd. 0.35% 8,340 $801K No change
MS Morgan Stanley 0.34% 4,782 $787K Add +3.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.32% 3,021 $732K Reduce -0.2%
MRK Merck & Co. Inc. 0.30% 5,737 $690K Reduce -10.5%
XME SS SPDR S&P Metals Mining 0.29% 6,222 $672K No change
VZ Verizon Communications Inc. 0.29% 13,264 $666K Add +1.4%
BA The Boeing Co. 0.29% 3,331 $663K Add +4.2%
MCK McKesson Corp. 0.29% 764 $661K No change
IWM iShares Russell 2000 ETF 0.28% 2,600 $645K Reduce -16.5%
IHDG Wisdomtree International Hed 0.28% 13,219 $636K No change
META Meta Platforms Inc. Class A 0.27% 1,103 $631K No change
TGT Target Corp. 0.26% 4,945 $599K Add +5.0%
LMT Lockheed Martin Corp. 0.25% 947 $572K Add +4.0%
AVGO Broadcom Inc. 0.23% 1,722 $533K Add +8.3%
PG The Procter & Gamble Co. 0.23% 3,633 $525K Add +8.5%
GS Goldman Sachs Group Inc. 0.23% 619 $524K No change
PEP Pepsico Inc. 0.22% 3,270 $508K Add +18.5%
NEM Newmont Corp. 0.22% 4,666 $505K Reduce -14.8%
EXP Eagle Materials Inc. 0.21% 2,520 $477K Reduce -3.8%
ABBV Abbvie Inc. 0.21% 2,174 $473K Add +1.2%
XOM Exxon Mobil Corp. 0.20% 2,690 $456K Add +0.6%
SHEL Shell PLC-ADR 0.20% 4,900 $456K No change
ALL Allstate Corp. 0.19% 2,149 $446K Add +12.6%
BILS SS Spdrb B 3-12M T-Bill ETF 0.19% 4,475 $445K Add +1.8%
NVDA Nvidia Corp. 0.19% 2,514 $438K Reduce -7.4%
QCOM Qualcomm Inc. 0.18% 3,291 $424K Add +26.8%
MCD McDonald's Corp. 0.16% 1,180 $367K Add +2.9%
XOP SS SPDR S&P Og Exp & Prod 0.15% 1,949 $354K No change
VOOG Vanguard S&P 500 Growth ETF 0.15% 867 $353K Add +2.9%
TPR Tapestry Inc. 0.15% 2,397 $338K No change
IAU iShares Gold Trust 0.14% 3,755 $331K No change
VIOV Vanguard S&P Small-Cap 600 V 0.14% 3,166 $322K Add +3.2%
IVOG Vanguard S&P Mid-Cap 400 Gro 0.14% 2,567 $321K Add +3.3%
BP BP PLC-Spons ADR 0.14% 6,753 $317K Add +8.5%
VIOG Vanguard S&P SM Cap 600 GRW 0.14% 2,521 $314K Add +3.7%
IVOV Vanguard S&P Mid-Cap 400 Val 0.14% 3,072 $313K Add +4.0%
NOC Northrop Grumman Corp. 0.14% 457 $312K Add +3.2%
VXUS Vanguard Total Intl Stock 0.13% 4,017 $310K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.13% 1,400 $303K No change
VSS Vanguard Ftse All Wo X-US SC 0.13% 1,995 $291K No change
DHR Danaher Corp. 0.13% 1,526 $289K Reduce -0.1%
HII Huntington Ingalls Industrie 0.12% 715 $272K Add +6.4%
MWA Mueller Water Products Inc. Class A 0.11% 9,362 $257K No change
IYW iShares Ustechnology ETF 0.11% 1,410 $256K No change
KO The Coca-Cola Co. 0.11% 3,341 $254K Reduce -1.3%
EXPE Expedia Group Inc. 0.11% 1,100 $254K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.11% 1,552 $248K No change
CAH Cardinal Health Inc. 0.10% 1,089 $230K Add +2.7%
ROST Ross Stores Inc. 0.10% 1,061 $230K New
KTOS Kratos Defense & Security 0.10% 3,200 $226K No change
MFC Manulife Financial Corp. 0.10% 6,526 $225K No change
AMLP Alerian MLP ETF 0.10% 4,247 $224K New
KMI Kinder Morgan Inc. 0.09% 6,500 $218K New
MBC Masterbrand Inc. 0.09% 25,982 $216K No change
GD General Dynamics Corp. 0.09% 617 $212K No change
EBAY eBay Inc. 0.09% 2,300 $209K Reduce -4.2%
VGT Vanguard Info Tech ETF 0.09% 300 $209K No change
ASB Associated Banc-Corp. 0.09% 8,000 $207K Reduce -20.0%
BAX Baxter International Inc. 0.08% 10,285 $173K New
QQQ Invesco QQQ Trust Series 1 0.07% 293 $169K New
NAGE Niagen Bioscience Inc. 0.04% 22,834 $101K No change
PTLO Portillo's Inc. Class A 0.04% 16,073 $85K Reduce -35.5%

Options reported separately and not counted above: SPY puts ($6.5M), QQQ puts ($1.8M), XLK puts ($744K).

Portfolio Sells Q4 2025 → Q1 2026
IWF iShares Russell 1000 Growth Reduce -3.6% 1.21% −0.21
PFE Pfizer Inc. Sold out 0.00% −0.14
JULZ TS STR Outcome Jul ETF Sold out 0.00% −0.13
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.3% 1.04% −0.11
JEPI JPMorgan Equity Premium Inco Sold out 0.00% −0.10
BAC Bank of America Corp. Sold out 0.00% −0.09
IBM Intl Business Machines Corp. Reduce -0.2% 0.32% −0.08
IWM iShares Russell 2000 ETF Reduce -16.5% 0.28% −0.06
JPST JPMorgan Ultra-Short Income Reduce -3.9% 0.93% −0.05
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -1.3% 1.97% −0.05
SCHW Schwab (charles) Corp. Reduce -0.1% 0.58% −0.05
NVDA Nvidia Corp. Reduce -7.4% 0.19% −0.03
EXP Eagle Materials Inc. Reduce -3.8% 0.21% −0.03
DHR Danaher Corp. Reduce -0.1% 0.13% −0.03
ASB Associated Banc-Corp. Reduce -20.0% 0.09% −0.02
NEM Newmont Corp. Reduce -14.8% 0.22% −0.02
PTLO Portillo's Inc. Class A Reduce -35.5% 0.04% −0.01
EBAY eBay Inc. Reduce -4.2% 0.09% −0.00
MRK Merck & Co. Inc. Reduce -10.5% 0.30% +0.00
KO The Coca-Cola Co. Reduce -1.3% 0.11% +0.01
INTC Intel Corp. Reduce -3.3% 0.44% +0.05
AEM Agnico Eagle Mines Ltd. Reduce -0.4% 0.38% +0.06
AMAT Applied Materials Inc. Reduce -1.9% 0.37% +0.08

Portfolio Buys Q4 2025 → Q1 2026
TLT iShares 20+ Year Treasury BD Add +5.8% 10.22% +0.36
VGSH Vanguard Short-Term Treasury Add +3.4% 21.67% +0.31
AGG iShares Core U.S. Aggregate Add +4.4% 9.16% +0.19
IWD iShares Russell 1000 Value E Add +2.1% 5.55% +0.12
ROST Ross Stores Inc. New 0.10% +0.10
AMLP Alerian MLP ETF New 0.10% +0.10
KMI Kinder Morgan Inc. New 0.09% +0.09
JNJ Johnson & Johnson Add +2.3% 0.54% +0.09
VGLT Vanguard Long-Term Treasury Add +5.1% 3.25% +0.08
BAX Baxter International Inc. New 0.08% +0.08
QQQ Invesco QQQ Trust Series 1 New 0.07% +0.07
VOO Vanguard S&P 500 ETF Add +31.6% 0.35% +0.07
TGT Target Corp. Add +5.0% 0.26% +0.06
XOM Exxon Mobil Corp. Add +0.6% 0.20% +0.06
LMT Lockheed Martin Corp. Add +4.0% 0.25% +0.05
VZ Verizon Communications Inc. Add +1.4% 0.29% +0.05
PEP Pepsico Inc. Add +18.5% 0.22% +0.05
IEFA iShares Core MSCI Eafe ETF Add +1.8% 3.17% +0.04
BP BP PLC-Spons ADR Add +8.5% 0.14% +0.04
JPM JPMorgan Chase & Co. Add +19.6% 0.59% +0.04
VEA Vanguard Ftse Developed ETF Add +2.8% 0.94% +0.03
NOC Northrop Grumman Corp. Add +3.2% 0.14% +0.02
IWS iShares Russell Mid-Cap Valu Add +2.0% 0.65% +0.02
VOOV Vanguard S&P 500 Value ETF Add +3.8% 1.31% +0.02
IWN iShares Russell 2000 Value E Add +0.7% 0.51% +0.02
ALL Allstate Corp. Add +12.6% 0.19% +0.02
HII Huntington Ingalls Industrie Add +6.4% 0.12% +0.02
PG The Procter & Gamble Co. Add +8.5% 0.23% +0.02
CSCO Cisco Systems Inc. Add +3.9% 0.51% +0.01
VIOO Vanguard S&P Small-Cap 600 E Add +1.0% 0.48% +0.01
VIOV Vanguard S&P Small-Cap 600 V Add +3.2% 0.14% +0.01
IVOG Vanguard S&P Mid-Cap 400 Gro Add +3.3% 0.14% +0.01
VIOG Vanguard S&P SM Cap 600 GRW Add +3.7% 0.14% +0.01
MCD McDonald's Corp. Add +2.9% 0.16% +0.00
SJNK SS SPDR BB St Hi Yield ETF Add +4.1% 0.41% +0.00
IVOV Vanguard S&P Mid-Cap 400 Val Add +4.0% 0.14% +0.00
CAH Cardinal Health Inc. Add +2.7% 0.10% +0.00
BILS SS Spdrb B 3-12M T-Bill ETF Add +1.8% 0.19% +0.00
ABBV Abbvie Inc. Add +1.2% 0.21% −0.01
AVGO Broadcom Inc. Add +8.3% 0.23% −0.01
QCOM Qualcomm Inc. Add +26.8% 0.18% −0.01
VOOG Vanguard S&P 500 Growth ETF Add +2.9% 0.15% −0.01
BA The Boeing Co. Add +4.2% 0.29% −0.02
IWO iShares Russell 2000 Growth Add +0.7% 0.49% −0.02
MS Morgan Stanley Add +3.5% 0.34% −0.02
GOOGL Alphabet Inc. Class A Add +2.4% 0.40% −0.03
SHY iShares 1-3 Year Treasury Bo Add +1.4% 7.58% −0.04
B Barrick Mining Corp. Add +1.3% 0.60% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +1.6% 1.13% −0.05
GOOG Alphabet Inc. Class C Add +1.6% 0.60% −0.06

Options Activity Q4 2025 → Q1 2026
SPY SS SPDR S&P 500 ETF Trust-US put Add +17.6% 10,000 $6.5M
QQQ Invesco QQQ Trust Series 1 put New 3,200 $1.8M
XLK SS Technology Select Sector put Reduce -62.7% 5,600 $744K

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