Insight 2811, Inc. Portfolio Holdings

Insight 2811, Inc.

$199 Million
Q1 2025

Insight 2811, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $199 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 $43.6M, Ishares Barclays 20+ Year Trea with a value of $22.2M, Ishares Barclays 1 3 Year Trea with a value of $17.2M, Ishares Core U.S. Aggregate Bo with a value of $16.4M, and Ishares Core S&P 500 ETF with a value of $13.8M.

Examining the 13F form we can see an increase of $3.01M in the current position value, from $196M to 199M.

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 $199 Million

ETFs: $169 Million

Technology: $7.47 Million

Financial Services: $6.52 Million

Healthcare: $3.08 Million

Industrials: $2.94 Million

Communication Services: $2.63 Million

Consumer Defensive: $2.39 Million

Basic Materials: $2.09 Million

Other: $1.73 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 87
Current Value $199 Million
Prior Value $196 Million
Filing
Period Q1 2025
Filing Date May 12, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 3 stocks
Additional Purchases 22 stocks
Sold out of 0 stocks
Reduced holdings in 40 stocks

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