INSIGHT 2811, INC.
Filing Date
Global Rank
#6,597
/ 8,517
▲ 533
Top Industry
Semiconductors
11.2%
3Y Alpha vs SPY
-2.1%
Period ended 46 days ago
Filed Aug 11, 2026 · 4d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+65.0%
SPY
+75.3%
Annualised alpha
-2.4%
Max drawdown
−13.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 97% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
17.6%
+1.2 pts
Top 5
37.6%
+0.8 pts
Top 10
53.1%
+1.8 pts
HHI
517
Diversified+32
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 32.8% | $21,820,099 |
| Technology | 20.8% | $13,817,712 |
| Financial Services | 14.8% | $9,832,202 |
| Healthcare | 6.5% | $4,351,329 |
| Communication Services | 6.1% | $4,059,400 |
| Industrials | 5.8% | $3,886,006 |
| Basic Materials | 4.8% | $3,216,924 |
| Consumer Defensive | 3.3% | $2,216,676 |
| Consumer Cyclical | 3.1% | $2,029,320 |
| Energy | 1.9% | $1,233,173 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHW | Schwab Charles Corp | +3,109 | 17,370 | $1,602,729 | |
| BAX | Baxter International Inc | +2,547 | 12,832 | $273,578 | |
| SPY | Spdr S&P 500 ETF Trust | +1,669 | 15,677 | $11,707,113 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | +633 | 50,037 | $4,585,390 | |
| BP | Bp PLC | +613 | 7,366 | $272,173 | |
| B | Barrick Mining Corp | +539 | 34,644 | $1,272,474 | |
| BRK-B | Berkshire Hathaway Inc | +352 | 5,350 | $2,677,086 | |
| PEP | Pepsico Inc | +263 | 3,533 | $478,368 | |
| MRK | Merck & Co., Inc. | +219 | 5,956 | $765,346 | |
| PG | PROCTER & GAMBLE Co | +179 | 3,812 | $558,991 | |
| VZ | Verizon Communications Inc | +171 | 13,435 | $568,837 | |
| TGT | Target Corp | +164 | 5,109 | $667,286 | |
| AVGO | Broadcom Inc. | +138 | 1,860 | $702,615 | |
| ALL | Allstate Corp | +119 | 2,268 | $539,647 | |
| BA | Boeing Co | +116 | 3,447 | $746,172 | |
| JNJ | Johnson & Johnson | +88 | 5,163 | $1,311,247 | |
| QCOM | Qualcomm Inc/De | +66 | 3,357 | $620,340 | |
| JPM | Jpmorgan Chase & Co | +64 | 4,679 | $1,531,577 | |
| MCD | Mcdonalds Corp | +61 | 1,241 | $335,454 | |
| GOOGL | Alphabet Inc. | +57 | 8,063 | $2,861,932 | |
| MS | Morgan Stanley | +56 | 4,838 | $1,011,335 | |
| HII | Huntington Ingalls Industries, Inc. | +54 | 769 | $215,235 | |
| MSFT | Microsoft Corp | +51 | 3,159 | $1,178,370 | |
| KMI | Kinder Morgan, Inc. | +50 | 6,550 | $209,403 | |
| ABBV | AbbVie Inc. | +38 | 2,212 | $556,627 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −600 | 2,893 | $2,130,405 | |
| INTC | Intel Corp | −292 | 22,669 | $3,165,272 | |
| AAPL | Apple Inc. | −36 | 7,649 | $2,213,314 | |
| ACGL | Arch Capital Group Ltd. | −33 | 8,307 | $806,277 | |
| NEM | NEWMONT Corp /DE/ | −10 | 4,656 | $434,870 | |
| GS | Goldman Sachs Group Inc | −10 | 609 | $615,924 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NUE | Nucor Corp | 1,200 | $267,300 | |
| CLX | Clorox Co /De/ | 2,520 | $240,508 | |
| MDT | Medtronic plc | 3,038 | $237,662 | |
| CMI | Cummins Inc | 310 | $221,095 | |
| BAC | Bank Of America Corp /De/ | 3,705 | $211,110 | |
| DELL | Dell Technologies Inc. | 481 | $207,532 | |
| GE | General Electric Co | 537 | $200,693 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KTOS | Kratos Defense & Security Solutions, Inc. | 3,200 | $225,632 | |
| No positions match the current search. | ||||
72 tracked positions ·
$66,462,841 total
· filing declares
122 positions · $258,535,550
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Showing 1–50
of 72 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
PUT
+ SHARES
|
Added | 15,677 | $11,707,113 | 17.61% | |
| BIL |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
|
Added | 50,037 | $4,585,390 | 6.90% | |
| INTC |
Intel Corp
Technology
|
Reduced | 22,669 | $3,165,272 | 4.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 8,063 | $2,861,932 | 4.31% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,350 | $2,677,086 | 4.03% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 33,585 | $2,392,931 | 3.60% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,649 | $2,213,314 | 3.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
PUT
+ SHARES
|
Reduced | 2,893 | $2,130,405 | 3.21% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 2,480 | $1,793,040 | 2.70% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 15,036 | $1,766,128 | 2.66% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 17,370 | $1,602,729 | 2.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,679 | $1,531,577 | 2.30% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,163 | $1,311,247 | 1.97% | |
| FBIN |
Fortune Brands Innovations, Inc.
Industrials
|
Held | 23,572 | $1,294,102 | 1.95% | |
| B |
Barrick Mining Corp
Basic Materials
|
Added | 34,644 | $1,272,474 | 1.91% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,159 | $1,178,370 | 1.77% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 4,838 | $1,011,335 | 1.52% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 3,021 | $849,535 | 1.28% | |
| ORCL |
Oracle Corp
Technology
|
Added | 5,554 | $813,938 | 1.22% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
Reduced | 8,307 | $806,277 | 1.21% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 5,956 | $765,346 | 1.15% | |
| BA |
Boeing Co
Industrials
|
Added | 3,447 | $746,172 | 1.12% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,860 | $702,615 | 1.06% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Held | 4,353 | $675,280 | 1.02% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 5,109 | $667,286 | 1.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,116 | $628,631 | 0.95% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 3,357 | $620,340 | 0.93% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 609 | $615,924 | 0.93% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 764 | $577,278 | 0.87% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 13,435 | $568,837 | 0.86% | |
| EXP |
Eagle Materials Inc
Basic Materials
|
Held | 2,520 | $567,000 | 0.85% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,812 | $558,991 | 0.84% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,212 | $556,627 | 0.84% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 2,268 | $539,647 | 0.81% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,537 | $507,628 | 0.76% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 983 | $500,799 | 0.75% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 3,533 | $478,368 | 0.72% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Reduced | 4,656 | $434,870 | 0.65% | |
| SHEL |
Shell plc
Energy
|
Added | 4,920 | $381,496 | 0.57% | |
| IVOG |
Vanguard S&P Mid-Cap 400 Growth ETF
|
Added | 2,579 | $377,307 | 0.57% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,707 | $370,101 | 0.56% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
Held | 2,397 | $350,872 | 0.53% | |
| VXUS |
Vanguard Total International Stock ETF
|
Held | 4,017 | $343,413 | 0.52% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,241 | $335,454 | 0.50% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Added | 1,420 | $325,989 | 0.49% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 1,556 | $296,386 | 0.45% | |
| IAU |
Ishares Gold Trust
|
Held | 3,755 | $283,540 | 0.43% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
Held | 1,100 | $281,468 | 0.42% | |
| BAX |
Baxter International Inc
Healthcare
|
Added | 12,832 | $273,578 | 0.41% | |
| BP |
Bp PLC
Energy
|
Added | 7,366 | $272,173 | 0.41% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.