Insight 2811, Inc. Portfolio Holdings

Insight 2811, Inc.

  • $222 Million
  • Q3 2025

Insight 2811, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $222 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $47.7M, Ishares Barclays 20+ Year Trea with a value of $23.3M, Ishares Core S&P 500 ETF with a value of $21.5M, Ishares Core U.S. Aggregate Bo with a value of $19.9M, and Ishares Barclays 1 3 Year Trea with a value of $17.6M.

Examining the 13F form we can see an increase of $12.5M in the current position value, from $210M to 222M.

Insight 2811, Inc. is based out at Chicago, IL

Below you can find more details about Insight 2811, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $222 Million
ETFs: $189 Million
Technology: $10.1 Million
Financial Services: $6.66 Million
Industrials: $3.67 Million
Communication Services: $3.39 Million
Healthcare: $3.18 Million
Consumer Defensive: $2.22 Million
Basic Materials: $1.83 Million
Other: $2.38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.7 Million 21.47% of portfolio
810,718
Q3 2025 Added 2.43%
$0
$23.3 Million 10.46% of portfolio
260,253
Q3 2025 Added 2.4%
$0
$21.5 Million 9.67% of portfolio
32,114
Q3 2025 Added 3.54%
$0
$19.9 Million 8.94% of portfolio
198,270
Q3 2025 Added 10.08%
$0
$17.6 Million 7.94% of portfolio
212,702
Q3 2025 Added 0.16%
$0
$12.4 Million 5.59% of portfolio
61,003
Q3 2025 Added 0.33%
$0
$7.27 Million 3.27% of portfolio
83,222
Q3 2025 Added 0.42%
$0
$7.1 Million 3.19% of portfolio
124,818
Q3 2025 Added 7.4%
$0
$4.4 Million 1.98% of portfolio
47,912
Q3 2025 Reduced 7.88%
$0
$3.31 Million 1.49% of portfolio
7,068
Q3 2025 Reduced 0.37%
$0
$2.77 Million 1.24% of portfolio
13,873
Q3 2025 Added 6.24%
$0
$2.65 Million 1.19% of portfolio
3,971
Q3 2025 Reduced 0.92%
$0
$2.62 Million 1.18% of portfolio
51,572
Q3 2025 Reduced 34.96%
$662B
$2.55 Million 1.15% of portfolio
5,071
Q3 2025 Added 0.04%
$0
$2.39 Million 1.07% of portfolio
16,776
Q3 2025 Reduced 0.04%
$4.3T
$2.12 Million 0.95% of portfolio
8,317
Q3 2025 Reduced 3.23%
$3.78T
$1.77 Million 0.8% of portfolio
3,415
Q3 2025 Added 0.03%
$8.31B
$1.53 Million 0.69% of portfolio
23,572
Q2 2024 Reduced 9.28%
$593B
$1.54 Million 0.69% of portfolio
5,491
Q3 2025 Reduced 0.13%
$0
$1.43 Million 0.64% of portfolio
10,247
Q3 2025 Reduced 0.01%
$0
$1.2 Million 0.54% of portfolio
3,735
Q3 2025 Added 0.11%
$1.74T
$1.17 Million 0.53% of portfolio
4,813
Q3 2025 Reduced 9.41%
$0
$1.15 Million 0.52% of portfolio
6,512
Q3 2025 Added 0.4%
$0
$1.04 Million 0.47% of portfolio
9,425
Q3 2025 Added 6.5%
$881B
$1.03 Million 0.46% of portfolio
3,267
Q3 2025 Reduced 0.76%
$319B
$954,000 0.43% of portfolio
13,952
Q3 2025 Added 0.2%
$0
$925,000 0.42% of portfolio
36,158
Q3 2025 Reduced 0.13%
$522B
$919,000 0.41% of portfolio
4,960
Q3 2025 Added 0.53%
$266B
$860,000 0.39% of portfolio
3,049
Q3 2025 Reduced 3.21%
$143B
$793,000 0.36% of portfolio
23,641
Q3 2025 Added 0.66%
$0
$794,000 0.36% of portfolio
3,282
Q3 2025 Reduced 4.31%
$34.2B
$756,000 0.34% of portfolio
8,340
Q1 2025 Reduced 1.08%
$1.65T
$751,000 0.34% of portfolio
3,092
Q3 2025 Added 0.19%
$76.5B
$753,000 0.34% of portfolio
4,469
Q3 2025 Reduced 0.56%
$270B
$732,000 0.33% of portfolio
4,610
Q3 2025 Added 0.3%
$114B
$681,000 0.31% of portfolio
3,156
Q3 2025 Reduced 2.83%
$76.2B
$679,000 0.31% of portfolio
10,884
Q2 2025 Reduced 1.8%
$1.37T
$675,000 0.3% of portfolio
920
Q3 2025 Added 0.11%
$7.44B
$617,000 0.28% of portfolio
2,650
Q4 2024 Reduced 3.64%
$121B
$594,000 0.27% of portfolio
769
Q4 2024 Reduced 8.56%
$0
$609,000 0.27% of portfolio
13,219
Q2 2024 Reduced 17.6%
$0
$579,000 0.26% of portfolio
6,222
Q4 2024 Reduced 7.63%
$235B
$548,000 0.25% of portfolio
6,533
Q3 2025 Added 2.11%
$465B
$548,000 0.25% of portfolio
2,938
Q3 2025 Reduced 3.26%
$139B
$524,000 0.24% of portfolio
1,590
Q3 2025 Reduced 11.67%
$0
$539,000 0.24% of portfolio
881
Q3 2025 Added 18.41%
$346B
$521,000 0.23% of portfolio
3,394
Q3 2025 Reduced 1.08%
$197B
$516,000 0.23% of portfolio
2,525
Q2 2025 Reduced 0.2%
$172B
$493,000 0.22% of portfolio
11,222
Q3 2025 Reduced 0.81%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $222 Million
  • Prior Value $210 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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