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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$793,000 0.36% of portfolio
23,641
Q3 2025 Added 0.66%
$34.2B
$756,000 0.34% of portfolio
8,340
Q1 2025 Reduced 1.08%
$76.5B
$753,000 0.34% of portfolio
4,469
Q3 2025 Reduced 0.56%
$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%
$121B
$594,000 0.27% of portfolio
769
Q4 2024 Reduced 8.56%
$139B
$524,000 0.24% of portfolio
1,590
Q3 2025 Reduced 11.67%
$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%
$69.1B
$463,000 0.21% of portfolio
5,494
Q2 2025 Reduced 6.15%
$123B
$454,000 0.2% of portfolio
911
Q3 2025 Added 0.33%
$187B
$430,000 0.19% of portfolio
2,590
Q3 2025 Reduced 0.58%
$54.4B
$433,000 0.19% of portfolio
1,400
Q1 2024 New
$41.4B
$416,000 0.19% of portfolio
4,648
Q3 2025 Added 12.05%
$57.9B
$409,000 0.18% of portfolio
1,907
Q3 2025 Added 0.53%
$160B
$302,000 0.14% of portfolio
1,526
Q3 2025 Added 0.53%
$55.8B
$300,000 0.13% of portfolio
2,170
Q3 2025 Reduced 4.41%
$24.5B
$272,000 0.12% of portfolio
2,408
Q3 2025 Reduced 2.43%
$86.7B
$265,000 0.12% of portfolio
436
Q3 2025 Added 1.16%
$40.2B
$235,000 0.11% of portfolio
1,100
Q3 2025 New
$170B
$224,000 0.1% of portfolio
1,552
Q3 2025 New
$73.2B
$223,000 0.1% of portfolio
52
Q3 2025 New
$46.1B
$218,000 0.1% of portfolio
2,400
Q3 2025 New
$112B
$210,000 0.09% of portfolio
6,119
Q3 2025 New
$94.5B
$210,000 0.09% of portfolio
617
Q3 2025 New

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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