INSIGHT 2811, INC.
CIK: 0001334952SEC EDGAR →
Portfolio Value
$226.7M
Holdings
98
As of
Q4 2025
New Positions
11
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 823,748 | $48.4M | 21.34% |
| 2 | ISHARES TR | 256,287 | $22.3M | 9.85% |
| 3 | ISHARES TR | 32,102 | $22.0M | 9.70% |
| 4 | ISHARES TR | 203,385 | $20.3M | 8.96% |
| 5 | ISHARES TR | 208,353 | $17.3M | 7.61% |
| 6 | ISHARES TR | 58,485 | $12.3M | 5.43% |
| 7 | VANGUARD SCOTTSDALE FDS | 128,648 | $7.2M | 3.17% |
| 8 | ISHARES TR | 78,996 | $7.1M | 3.12% |
| 9 | SPDR SERIES TRUST | 50,060 | $4.6M | 2.02% |
| 10 | ISHARES TR | 6,784 | $3.2M | 1.42% |
Quarterly Changes
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $187.7M | 82.8% |
| Unknown | 8 | $12.1M | 5.3% |
| Technology | 10 | $9.7M | 4.3% |
| Healthcare | 8 | $3.8M | 1.7% |
| Basic Materials | 4 | $3.3M | 1.5% |
| Industrials | 7 | $3.2M | 1.4% |
| Communication Services | 3 | $3.2M | 1.4% |
| Consumer Cyclical | 6 | $1.6M | 0.7% |
| Consumer Defensive | 3 | $1.1M | 0.5% |
| Energy | 3 | $897K | 0.4% |