Investor
INSIGHT 2811, INC.
CIK 0001334952 · filed 2026-05-07 · SEC filing
13F book
$239.1M
Positions
98
5 new · 4 sold
Largest name
20.8%
Vanguard Scottsdale Fds
Est. mark
−$2.42M
Price effect on 93 names still held. Flow $5.98M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 851.4K | $49.8M | 20.8% | −$156.5K | Added$1.46M |
| Ishares Tr | — | 271.2K | $23.5M | 9.8% | −$120.5K | Added$1.17M |
| Ishares Tr | — | 33.1K | $21.6M | 9.0% | −$1.02M | Added−$394K |
| Ishares Tr | — | 212.3K | $21.1M | 8.8% | −$124K | Added$759.2K |
| Ishares Tr | — | 211.2K | $17.4M | 7.3% | −$52.1K | Added$182.5K |
| Ishares Tr | — | 59.7K | $12.8M | 5.3% | $194.8K | Added$459.5K |
| Vanguard Scottsdale Fds | — | 135.2K | $7.49M | 3.1% | −$57.3K | Added$308.1K |
| Ishares Tr | — | 80.4K | $7.28M | 3.0% | $84.5K | Added$213.1K |
| Spdr Series Trust | — | 49.4K | $4.53M | 1.9% | $12.8K | Cut−$47.1K |
| Vanguard Admiral Fds Inc | — | 14.8K | $3.01M | 1.3% | −$15K | Added$95.9K |
| Ishares Tr | — | 6.54K | $2.79M | 1.2% | −$306.8K | Cut−$421.4K |
| Spdr S&P 500 Etf Tr | — | 4.01K | $2.61M | 1.1% | −$124.5K | Added−$82.2K |
| Berkshire Hathaway Inc Del | — | 5K | $2.4M | 1.0% | −$117.2K | Cut−$202.2K |
| Vanguard Tax-Managed Fds | — | 33.6K | $2.15M | 0.9% | $52.6K | Added$110.8K |
| J P Morgan Exchange Traded F | — | 42.3K | $2.14M | 0.9% | $845 | Cut−$85.5K |
| Ishares Tr | — | 16.5K | $2.11M | 0.9% | −$144.4K | Added−$130.2K |
| Apple Inc. | AAPL | 7.68K | $1.95M | 0.8% | −$138.6K | Added−$135.3K |
| Ishares Tr | — | 10.2K | $1.49M | 0.6% | $47K | Added$76.7K |
| Barrick Mng Corp | — | 34.1K | $1.39M | 0.6% | −$92.9K | Added−$75.5K |
| Alphabet Inc | — | 4.81K | $1.38M | 0.6% | −$127.5K | Added−$106.3K |
| Jpmorgan Chase & Co. | — | 4.62K | $1.36M | 0.6% | −$108.4K | Added$113.7K |
| Schwab Charles Corp | — | 14.3K | $1.34M | 0.6% | −$84.6K | Cut−$86.5K |
| Johnson & Johnson | JNJ | 5.08K | $1.24M | 0.5% | $186K | Added$213.6K |
| Ishares Tr | — | 6.24K | $1.18M | 0.5% | $51.9K | Added$59.9K |
| Cisco Sys Inc | — | 15K | $1.16M | 0.5% | $8.09K | Added$51.6K |
| Microsoft Corp | MSFT | 3.11K | $1.15M | 0.5% | −$351.9K | Added−$349.7K |
| Ishares Tr | — | 3.56K | $1.12M | 0.5% | −$32.5K | Added−$24.7K |
| Vanguard Admiral Fds Inc | — | 9.54K | $1.1M | 0.5% | $36.5K | Added$47.3K |
| Intel Corp | INTC | 23K | $1.01M | 0.4% | $166K | Cut$137.4K |
| Spdr Series Trust | — | 38.2K | $953.5K | 0.4% | −$12.5K | Added$25.3K |
| Alphabet Inc | — | 3.2K | $919.9K | 0.4% | −$79.5K | Added−$57.9K |
| Fortune Brands Innovations I | — | 23.6K | $918.6K | 0.4% | −$260.5K | Held |
| Agnico Eagle Mines Ltd | AEM | 4.35K | $883.6K | 0.4% | $145.6K | Cut$142.6K |
| Applied Matls Inc | — | 2.47K | $844.2K | 0.4% | $209.5K | Cut$197.4K |
| Vanguard Index Fds | — | 1.37K | $816.3K | 0.3% | −$30.7K | Added$165.3K |
| Oracle Corp | — | 5.54K | $814.3K | 0.3% | −$262.5K | Added−$256K |
| Arch Cap Group Ltd | — | 8.34K | $800.6K | 0.3% | $584 | Held |
| Morgan Stanley | — | 4.78K | $787K | 0.3% | −$59.8K | Added−$32.9K |
| International Business Machs | — | 3.02K | $732.3K | 0.3% | −$162.6K | Cut−$164.4K |
| Merck & Co., Inc. | MRK | 5.74K | $690.1K | 0.3% | $86.2K | Cut$15.4K |
| Spdr Series Trust | — | 6.22K | $672K | 0.3% | $27.4K | Held |
| Verizon Communications Inc | VZ | 13.3K | $665.9K | 0.3% | $123.8K | Added$133.2K |
| Boeing Co | — | 3.33K | $662.9K | 0.3% | −$57.8K | Added−$31.2K |
| Mckesson Corp | MCK | 764 | $661.1K | 0.3% | $34.4K | Held |
| Ishares Tr | — | 2.6K | $644.8K | 0.3% | $4.78K | Cut−$122K |
| Wisdomtree Tr | — | 13.2K | $636.5K | 0.3% | −$6.74K | Held |
| Meta Platforms, Inc. | META | 1.1K | $631.1K | 0.3% | −$97K | Held |
| Target Corp | TGT | 4.95K | $599.3K | 0.3% | $110.4K | Added$138.8K |
| Lockheed Martin Corp | LMT | 947 | $572.4K | 0.2% | $110K | Added$131.7K |
| Broadcom Inc. | AVGO | 1.72K | $533K | 0.2% | −$58.2K | Added−$17.3K |
| Procter And Gamble Co | PG | 3.63K | $524.8K | 0.2% | $3.79K | Added$44.8K |
| Goldman Sachs Group Inc | — | 619 | $523.8K | 0.2% | −$20.4K | Held |
| Pepsico Inc | PEP | 3.27K | $507.8K | 0.2% | $32.5K | Added$111.8K |
| Newmont Corp | — | 4.67K | $505.1K | 0.2% | $39.2K | Cut−$41.5K |
| Eagle Matls Inc | — | 2.52K | $477.4K | 0.2% | −$43.4K | Cut−$64.1K |
| AbbVie Inc. | ABBV | 2.17K | $472.7K | 0.2% | −$23.6K | Added−$18K |
| Exxon Mobil Corp | — | 2.69K | $456.5K | 0.2% | $131.9K | Added$134.6K |
| Shell Plc | — | 4.9K | $455.7K | 0.2% | $95.6K | Held |
| Allstate Corp | — | 2.15K | $445.6K | 0.2% | −$1.55K | Added$48.2K |
| Spdr Series Trust | — | 4.47K | $445K | 0.2% | $967 | Added$8.92K |
| Nvidia Corp | NVDA | 2.51K | $438.4K | 0.2% | −$30.4K | Cut−$67.7K |
| Qualcomm Inc | — | 3.29K | $423.8K | 0.2% | −$109.7K | Added−$20.1K |
| Mcdonalds Corp | MCD | 1.18K | $366.7K | 0.2% | $5.92K | Added$16.2K |
| Spdr Series Trust | — | 1.95K | $354.4K | 0.1% | $108.3K | Held |
| Vanguard Admiral Fds Inc | — | 867 | $353.5K | 0.1% | −$31.1K | Added−$21.3K |
| Tapestry, Inc. | TPR | 2.4K | $338.2K | 0.1% | $32K | Held |
| Ishares Gold Tr | — | 3.75K | $331K | 0.1% | $26.2K | Held |
| Vanguard Admiral Fds Inc | — | 3.17K | $322.1K | 0.1% | $12.2K | Added$22.3K |
| Vanguard Admiral Fds Inc | — | 2.57K | $321K | 0.1% | $12K | Added$22.1K |
| Bp Plc | — | 6.75K | $317.4K | 0.1% | $76.3K | Added$101.3K |
| Vanguard Admiral Fds Inc | — | 2.52K | $313.8K | 0.1% | $7.72K | Added$18.9K |
| Vanguard Admiral Fds Inc | — | 3.07K | $313.2K | 0.1% | $2.78K | Added$14.9K |
| Northrop Grumman Corp | — | 457 | $311.8K | 0.1% | $49.6K | Added$59.2K |
| Vanguard Star Fds | — | 4.02K | $309.8K | 0.1% | $6.71K | Held |
| Gallagher Arthur J & Co | — | 1.4K | $303.2K | 0.1% | −$59.1K | Held |
| Vanguard Intl Equity Index F | — | 2K | $290.9K | 0.1% | $4.91K | Held |
| Danaher Corporation | — | 1.53K | $289.3K | 0.1% | −$60K | Cut−$60.2K |
| Huntington Ingalls Inds Inc | — | 715 | $271.6K | 0.1% | $26.8K | Added$43.1K |
| Mueller Wtr Prods Inc | — | 9.36K | $257.3K | 0.1% | $34.4K | Held |
| Ishares Tr | — | 1.41K | $255.8K | 0.1% | −$25.7K | Held |
| Coca Cola Co | KO | 3.34K | $254.1K | 0.1% | $20.5K | Cut$17.4K |
| Expedia Group, Inc. | EXPE | 1.1K | $254K | 0.1% | −$57.7K | Held |
| Tjx Cos Inc New | — | 1.55K | $247.9K | 0.1% | $9.47K | Held |
| Cardinal Health Inc | CAH | 1.09K | $230K | 0.1% | $6.16K | Added$12.3K |
| Ross Stores, Inc. | ROST | 1.06K | $229.9K | 0.1% | — | New |
| Kratos Defense & Sec Solutio | — | 3.2K | $225.6K | 0.1% | −$17.3K | Held |
| Manulife Finl Corp | — | 6.53K | $224.8K | 0.1% | −$12K | Held |
| Alps Etf Tr | — | 4.25K | $223.6K | 0.1% | — | New |
| Kinder Morgan Inc Del | — | 6.5K | $217.9K | 0.1% | — | New |
| MasterBrand, Inc. | MBC | 26K | $215.9K | 0.1% | −$70.9K | Held |
| General Dynamics Corp | GD | 617 | $211.8K | 0.1% | $4.05K | Held |
| Ebay Inc | EBAY | 2.3K | $209.3K | 0.1% | $9.02K | Cut$306 |
| Vanguard World Fd | — | 300 | $209.3K | 0.1% | −$16.8K | Held |
| Associated Banc Corp | — | 8K | $206.9K | 0.1% | $800 | Cut−$50.7K |
| Baxter Intl Inc | — | 10.3K | $172.8K | 0.1% | — | New |
| Invesco Qqq Tr | — | 293 | $169.2K | 0.1% | — | New |
| Niagen Bioscience, Inc. | NAGE | 22.8K | $100.7K | 0.0% | −$44.5K | Held |
| Portillos Inc | — | 16.1K | $85K | 0.0% | $12.1K | Cut−$28K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.