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 $300 Millions to $2 Billions

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

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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