INSIGHT 2811, INC.

Registered adviser

CIK

1334952

Location

CHICAGO, IL

Portfolio Value

Small $258,315,437

Diversification

Highly concentrated

Filing Date

Global Rank

#5,640 / 8,815 ▼ 112

Top Industry

Semiconductors 11.2%

Period ended 4 months ago

Filed Aug 11, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 109784

Roster of Oct 1, 2026

Regulatory AUM

$339,567,276

Main clients

Individuals and high net worth (91% of AUM)

Private funds on Schedule D 7.B.(1)

As filed Apr 1, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

No private funds listed.

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$339,567,276	Individuals and high net worth (91%)
Apr 2025 to Mar 2026	$313,995,693	Individuals and high net worth (91%)
Apr 2024 to Mar 2025	$313,786,800	Individuals and high net worth (89%)
May 2023 to Mar 2024	$267,930,773	Individuals and high net worth (89%)
Apr 2023	$267,930,773	Individuals and high net worth (89%)
Aug 2022 to Mar 2023	$243,254,515	Individuals and high net worth (88%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 82.8% of the book (60%+)

Turnover

Low turnover

4.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.7 quarters (12+), a floor since 62.7% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 81.0%; sector active share 69.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

106 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

45.1%

−1.9 pts

Top 5

76.7%

−2.8 pts

Top 10

82.4%

−1.8 pts

HHI

2,569

Highly concentrated−272

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	82.7%	$213,672,695	40
Technology	5.3%	$13,817,712	11
Financial Services	3.8%	$9,832,202	11
Healthcare	1.7%	$4,278,489	8
Communication Services	1.6%	$4,059,400	4
Industrials	1.5%	$3,886,006	9
Basic Materials	1.2%	$3,216,924	5
Consumer Defensive	0.9%	$2,289,516	6
Consumer Cyclical	0.8%	$2,029,320	8
Energy	0.5%	$1,233,173	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IWF	iShares Russell 1000 Growth ETF	+19,670	26,212	$3,254,744
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+4,322	5,189	$428,715
SCHW	Schwab Charles Corp	+3,109	17,370	$1,602,729
BAX	Baxter International Inc	+2,547	12,832	$273,578
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+2,100	2,400	$286,848
AGG	iShares Core U.S. Aggregate Bond ETF	+1,949	214,231	$21,204,584
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	+1,771	137,020	$7,560,763
IWD	iShares Russell 1000 Value ETF	+1,276	61,000	$14,788,230
IWS	iShares Russell Mid-Cap Value ETF	+994	11,213	$1,845,659
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+854	852,297	$49,603,685
—		+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
IEFA	iShares Core MSCI EAFE ETF	+337	80,753	$7,799,124
PEP	Pepsico Inc	+263	3,533	$478,368
—		+249	16,737	$2,450,464
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
SPY	Spdr S&P 500 ETF Trust	+169	4,177	$3,119,258
TGT	Target Corp	+164	5,109	$667,286
AVGO	Broadcom Inc.	+138	1,860	$702,615
VOO	VANGUARD 500 INDEX FUND	+123	1,489	$1,022,660
ALL	Allstate Corp	+119	2,268	$539,647
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
JPST	JPMorgan Ultra-Short Income ETF	−2,923	39,397	$1,992,306
SHY	iShares 1-3 Year Treasury Bond ETF	−654	210,540	$17,287,439
—		−500	3,975	$395,035
—		−413	37,756	$945,032
TLT	iShares 20+ Year Treasury Bond ETF	−330	270,842	$23,406,165
INTC	Intel Corp	−292	22,669	$3,165,272
IWM	iShares Russell 2000 ETF	−78	2,522	$757,734
IVV	iShares Core S&P 500 ETF	−42	33,016	$24,725,352
AAPL	Apple Inc.	−36	7,649	$2,213,314
ACGL	Arch Capital Group Ltd.	−33	8,307	$806,277
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	−17	9,519	$1,309,243
GS	Goldman Sachs Group Inc	−10	609	$615,924
NEM	NEWMONT Corp	−10	4,656	$434,870
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
NUE	Nucor Corp	1,200	$267,300
EMXC	iShares MSCI Emerging Markets ex China ETF	2,439	$249,509
CLX	Clorox Co	2,520	$240,508
MDT	Medtronic plc	3,038	$237,662
CMI	Cummins Inc	310	$221,095
BAC	Bank Of America Corp	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.

Portfolio Positions

Compact Export CSV View 13F filing

106 tracked positions · $258,315,437 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 106 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	852,297	+854	$49,603,685	−0.5%	26+	before history	19.20%
IVV	iShares Core S&P 500 ETF	Reduced	33,016	-42	$24,725,352	+14.5%	26+	before history	9.57%
TLT	iShares 20+ Year Treasury Bond ETF	Reduced	270,842	-330	$23,406,165	−0.4%	11	unpriced	9.06%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	214,231	+1,949	$21,204,584	+0.6%	13	unpriced	8.21%
SHY	iShares 1-3 Year Treasury Bond ETF	Reduced	210,540	-654	$17,287,439	−0.9%	26+	before history	6.69%
IWD	iShares Russell 1000 Value ETF	Added	61,000	+1,276	$14,788,230	+15.9%	26+	before history	5.72%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	15,677	+1,669	$11,707,113	+28.5%	13	$436.08	4.53%
IEFA	iShares Core MSCI EAFE ETF	Added	80,753	+337	$7,799,124	+7.1%	26+	before history	3.02%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	Added	137,020	+1,771	$7,560,763	+1.0%	11	$57.86	2.93%
		Added	50,037	+633	$4,585,390	+1.3%	26+	before history	1.78%
IWF	iShares Russell 1000 Growth ETF	Added	26,212	+19,670	$3,254,744	+16.7%	26+	before history	1.26%
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	Added	14,831	+77	$3,251,103	—	13	unpriced	1.26%
INTC	Intel Corp Technology	Reduced	22,669	-292	$3,165,272	+212.4%	26+	before history	1.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,350	+352	$2,677,086	+11.8%	26+	before history	1.04%
		Added	16,737	+249	$2,450,464	+16.0%	26+	before history	0.95%
VEA	Vanguard FTSE Developed Markets ETF	Added	33,585	+20	$2,392,931	+11.3%	12	$49.39	0.93%
AAPL	Apple Inc. Technology	Reduced	7,649	-36	$2,213,314	+13.5%	26+	before history	0.86%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Reduced	2,893	-600	$2,130,405	+5.7%	2	$607.50	0.82%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	39,397	-2,923	$1,992,306	−7.0%	26+	before history	0.77%
IWS	iShares Russell Mid-Cap Value ETF	Added	11,213	+994	$1,845,659	+23.9%	26+	before history	0.71%
AMAT	Applied Materials Inc Technology	Added	2,480	+10	$1,793,040	+112.4%	26+	before history	0.69%
CSCO	Cisco Systems, Inc. Technology	Added	15,036	+38	$1,766,128	+51.8%	26+	before history	0.68%
GOOG	Alphabet Inc. Communication Services	Added	4,837	+30	$1,709,057	+23.9%	26+	before history	0.66%
SCHW	Schwab Charles Corp Financial Services	Added	17,370	+3,109	$1,602,729	+19.6%	3	$94.21	0.62%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,679	+64	$1,531,577	+12.8%	26+	before history	0.59%
IWO	iShares Russell 2000 Growth ETF	Added	3,566	+8	$1,404,861	+25.8%	26+	before history	0.54%
		Added	6,250	+11	$1,382,500	+16.9%	26+	before history	0.54%
JNJ	Johnson & Johnson Healthcare	Added	5,163	+88	$1,311,247	+5.7%	26+	before history	0.51%
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	Reduced	9,519	-17	$1,309,243	—	7	unpriced	0.51%
FBIN	Fortune Brands Innovations, Inc. Industrials	Held	23,572	0	$1,294,102	+40.9%	26+	before history	0.50%
B	Barrick Mining Corp Basic Materials	Added	34,644	+539	$1,272,474	−8.5%	5	$20.25	0.49%
MSFT	Microsoft Corp Technology	Added	3,159	+51	$1,178,370	+2.4%	19	$280.64	0.46%
GOOGL	Alphabet Inc. Communication Services	Added	3,226	+27	$1,152,875	+25.3%	19	unpriced	0.45%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF PUT	Held	5,600	0	$1,066,912	+43.4%	—	—	0.41%
VOO	VANGUARD 500 INDEX FUND	Added	1,489	+123	$1,022,660	+25.3%	13	unpriced	0.40%
MS	Morgan Stanley Financial Services	Added	4,838	+56	$1,011,335	+28.5%	26+	before history	0.39%
		Reduced	37,756	-413	$945,032	−0.9%	12	$24.69	0.37%
IBM	International Business Machines Corp Technology	Held	3,021	0	$849,535	+16.0%	17	$153.88	0.33%
ORCL	Oracle Corp Technology	Added	5,554	+18	$813,938	−0.1%	26+	before history	0.32%
ACGL	Arch Capital Group Ltd. Financial Services	Reduced	8,307	-33	$806,277	+0.7%	26+	before history	0.31%
MRK	Merck & Co., Inc. Healthcare	Added	5,956	+219	$765,346	+10.9%	26+	before history	0.30%
IWM	iShares Russell 2000 ETF	Reduced	2,522	-78	$757,734	+17.5%	13	unpriced	0.29%
BA	Boeing Co Industrials	Added	3,447	+116	$746,172	+12.6%	15	$171.15	0.29%
AVGO	Broadcom Inc. Technology	Added	1,860	+138	$702,615	+31.8%	5	$238.73	0.27%
IHDG	WisdomTree International Hedged Quality Dividend Growth Fund	Held	13,219	0	$692,411	+8.8%	13	unpriced	0.27%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	4,353	0	$675,280	−23.6%	18	$53.16	0.26%
TGT	Target Corp Consumer Defensive	Added	5,109	+164	$667,286	+11.3%	26+	before history	0.26%
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	Held	6,222	0	$665,318	−1.0%	24	unpriced	0.26%
META	Meta Platforms, Inc. Communication Services	Added	1,116	+13	$628,631	−0.4%	14	$257.53	0.24%
QCOM	Qualcomm Inc Technology	Added	3,357	+66	$620,340	+46.4%	26+	before history	0.24%

Showing the top 50 of 106 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.