Insight 2811, Inc. Portfolio Holdings

Insight 2811, Inc.

  • $210 Million
  • Q2 2025

Insight 2811, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $210 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $46.5M, Ishares Barclays 20+ Year Trea with a value of $22.4M, Ishares Core S&P 500 ETF with a value of $19.3M, Ishares Core U.S. Aggregate Bo with a value of $17.9M, and Ishares Barclays 1 3 Year Trea with a value of $17.6M.

Examining the 13F form we can see an increase of $11.1M in the current position value, from $199M to 210M.

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 $210 Million
ETFs: $180 Million
Technology: $9.17 Million
Financial Services: $6.36 Million
Industrials: $3.07 Million
Communication Services: $2.89 Million
Healthcare: $2.81 Million
Consumer Defensive: $2.26 Million
Basic Materials: $1.39 Million
Other: $1.18 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$606B
$2.46 Million 1.17% of portfolio
5,069
Q2 2025 Reduced 7.52%
$3.65T
$1.76 Million 0.84% of portfolio
8,595
Q2 2025 Reduced 0.06%
$3.89T
$1.7 Million 0.81% of portfolio
3,414
Q2 2025 Added 0.32%
$8.31B
$1.53 Million 0.73% of portfolio
23,572
Q2 2024 Reduced 9.28%
$681B
$1.2 Million 0.57% of portfolio
5,498
Q2 2025 Added 0.9%
$290B
$966,000 0.46% of portfolio
13,924
Q2 2025 Reduced 1.99%
$849B
$954,000 0.45% of portfolio
3,292
Q2 2025 Added 3.62%
$1.23T
$942,000 0.45% of portfolio
5,313
Q2 2025 Added 2.17%
$212B
$928,000 0.44% of portfolio
3,150
Q2 2025 Reduced 1.65%
$454B
$753,000 0.36% of portfolio
4,934
Q2 2025 Reduced 4.32%
$33.2B
$759,000 0.36% of portfolio
8,340
Q1 2025 Reduced 1.08%
$84.4B
$734,000 0.35% of portfolio
10,884
Q2 2025 Reduced 1.8%
$135B
$680,000 0.32% of portfolio
3,248
Q2 2025 Added 1.56%
$1.73T
$678,000 0.32% of portfolio
919
Q2 2025 Reduced 0.43%
$244B
$647,000 0.31% of portfolio
4,596
Q2 2025 Reduced 0.33%
$96.7B
$563,000 0.27% of portfolio
769
Q4 2024 Reduced 8.56%
$8.61B
$535,000 0.26% of portfolio
2,650
Q4 2024 Reduced 3.64%
$367B
$546,000 0.26% of portfolio
3,431
Q2 2025 Reduced 10.46%
$61.6B
$534,000 0.25% of portfolio
4,494
Q2 2025 Reduced 4.32%
$84.8B
$526,000 0.25% of portfolio
23,485
Q2 2025 Added 0.18%
$203B
$506,000 0.24% of portfolio
6,398
Q2 2025 Reduced 12.33%
$123B
$496,000 0.24% of portfolio
1,800
Q2 2025 New
$181B
$489,000 0.23% of portfolio
11,314
Q2 2025 Reduced 10.27%
$454B
$479,000 0.23% of portfolio
3,037
Q2 2025 Added 1.0%
$159B
$462,000 0.22% of portfolio
2,525
Q2 2025 Reduced 0.2%
$246B
$469,000 0.22% of portfolio
664
Q2 2025 Reduced 4.18%
$60.8B
$448,000 0.21% of portfolio
1,400
Q1 2024 New
$112B
$420,000 0.2% of portfolio
908
Q2 2025 Reduced 0.87%
$166B
$414,000 0.2% of portfolio
2,605
Q2 2025 Reduced 3.7%
$351B
$397,000 0.19% of portfolio
2,139
Q2 2025 Reduced 0.37%
$47.9B
$409,000 0.19% of portfolio
4,148
Q2 2025 Added 15.96%
$55.8B
$381,000 0.18% of portfolio
1,897
Q2 2025 Reduced 2.22%
$255B
$348,000 0.17% of portfolio
4,950
Q4 2024 Reduced 12.64%
$222B
$337,000 0.16% of portfolio
1,156
Q2 2025 Reduced 2.45%
$54.7B
$320,000 0.15% of portfolio
5,494
Q2 2025 Reduced 6.15%
$200B
$315,000 0.15% of portfolio
2,393
Q2 2025 Added 2.09%
$145B
$299,000 0.14% of portfolio
1,518
Q2 2025 Reduced 0.26%
$138B
$291,000 0.14% of portfolio
12,019
Q2 2025 Added 3.44%
$441B
$283,000 0.13% of portfolio
2,633
Q2 2025 Added 0.8%
$3.72B
$243,000 0.12% of portfolio
10,000
Q4 2018 New
$306B
$257,000 0.12% of portfolio
3,636
Q2 2025 Reduced 1.73%
$71.3B
$238,000 0.11% of portfolio
2,270
Q2 2025 New
$4.22B
$225,000 0.11% of portfolio
9,361
Q2 2025 Reduced 0.43%
$42.5B
$232,000 0.11% of portfolio
2,858
Q1 2024 New
$26.1B
$216,000 0.1% of portfolio
2,468
Q2 2025 New
$89.3B
$215,000 0.1% of portfolio
431
Q2 2025 Reduced 0.69%
-
$0 0.0% of portfolio
-
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $210 Million
  • Prior Value $199 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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