INSIGHT 2811, INC.

CIK

1334952

Location

CHICAGO, IL

Portfolio Value

Micro $46,493,069

Diversification

Diversified

Filing Date

Global Rank

#6,917 / 8,603 ▲ 189 · as of Mar 2026

Top Industry

Insurance - Diversified 9.1%

3Y Alpha vs SPY

-2.9%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.5%

SPY

+76.0%

Annualised alpha

-2.7%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

61 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.6%

+0.4 pts

Top 5

36.3%

−0.3 pts

Top 10

49.7%

−0.5 pts

HHI

555

Diversified+5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	24.6%	$11,457,091	3
Technology	19.5%	$9,063,938	10
Financial Services	18.0%	$8,384,453	10
Healthcare	8.3%	$3,857,524	8
Industrials	7.4%	$3,432,095	8
Basic Materials	7.0%	$3,257,221	4
Communication Services	4.8%	$2,216,815	3
Consumer Cyclical	4.2%	$1,946,931	8
Consumer Defensive	4.1%	$1,885,965	4
Energy	2.1%	$991,036	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+1,565	14,008	$9,109,962
JPM	Jpmorgan Chase & Co	+755	4,615	$1,357,548
QCOM	Qualcomm Inc/De	+696	3,291	$423,814
CSCO	Cisco Systems, Inc.	+561	14,998	$1,163,694
BP	Bp PLC	+531	6,753	$317,391
PEP	Pepsico Inc	+511	3,270	$507,798
B	Barrick Mining Corp	+428	34,105	$1,391,142
PG	PROCTER & GAMBLE Co	+284	3,633	$524,750
ALL	Allstate Corp	+240	2,149	$445,573
TGT	Target Corp	+234	4,945	$599,334
VZ	Verizon Communications Inc	+187	13,264	$665,852
MS	Morgan Stanley	+164	4,782	$786,973
BA	Boeing Co	+134	3,331	$662,968
AVGO	Broadcom Inc.	+132	1,722	$532,976
JNJ	Johnson & Johnson	+113	5,075	$1,240,533
GOOGL	Alphabet Inc.	+75	3,199	$919,904
ORCL	Oracle Corp	+44	5,536	$814,400
HII	Huntington Ingalls Industries, Inc.	+43	715	$271,628
LMT	Lockheed Martin Corp	+36	947	$572,357
MCD	Mcdonalds Corp	+33	1,180	$366,732
CAH	Cardinal Health Inc	+29	1,089	$230,116
ABBV	AbbVie Inc.	+26	2,174	$472,823
NOC	Northrop Grumman Corp /De/	+14	457	$311,783
AAPL	Apple Inc.	+13	7,685	$1,950,376
MSFT	Microsoft Corp	+6	3,108	$1,150,488
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
PTLO	Portillo's Inc.	−8,830	16,073	$85,026
ASB	Associated Banc-Corp	−2,000	8,000	$206,880
NEM	NEWMONT Corp /DE/	−808	4,666	$505,094
INTC	Intel Corp	−776	22,961	$1,013,268
MRK	Merck & Co., Inc.	−673	5,737	$690,103
NVDA	Nvidia Corp	−200	2,514	$438,441
BRK-B	Berkshire Hathaway Inc	−169	4,998	$2,395,041
EBAY	Ebay Inc	−100	2,300	$209,346
EXP	Eagle Materials Inc	−100	2,520	$477,414
AMAT	Applied Materials Inc /De	−47	2,470	$844,221
KO	Coca Cola Co	−45	3,341	$254,083
SCHW	Schwab Charles Corp	−19	14,261	$1,340,248
AEM	Agnico Eagle Mines Ltd	−18	4,353	$883,571
IBM	International Business Machines Corp	−6	3,021	$732,260
DHR	Danaher Corp /De/	−1	1,526	$289,329
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	3,493	$2,016,089
ROST	Ross Stores, Inc.	1,061	$229,844
KMI	Kinder Morgan, Inc.	6,500	$217,945
BAX	Baxter International Inc	10,285	$172,788
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
PFE	Pfizer Inc	12,632	$314,536
BAC	Bank Of America Corp /De/	3,705	$203,775
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 positions · $46,493,069 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	14,008	+1,565	$9,109,962	+7.4%	19.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,998	-169	$2,395,041	−7.8%	5.15%
QQQ	Invesco Qqq Trust, Series 1	NEW	3,493	NEW	$2,016,089	NEW	4.34%
AAPL	Apple Inc. Technology	Added	7,685	+13	$1,950,376	−6.5%	4.19%
B	Barrick Mining Corp Basic Materials	Added	34,105	+428	$1,391,142	−5.1%	2.99%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,615	+755	$1,357,548	+9.1%	2.92%
SCHW	Schwab Charles Corp Financial Services	Reduced	14,261	-19	$1,340,248	−6.1%	2.88%
JNJ	Johnson & Johnson Healthcare	Added	5,075	+113	$1,240,533	+20.8%	2.67%
CSCO	Cisco Systems, Inc. Technology	Added	14,998	+561	$1,163,694	+4.6%	2.50%
MSFT	Microsoft Corp Technology	Added	3,108	+6	$1,150,488	−23.3%	2.47%
INTC	Intel Corp Technology	Reduced	22,961	-776	$1,013,268	+15.7%	2.18%
GOOGL	Alphabet Inc. Communication Services	Added	3,199	+75	$919,904	−5.9%	1.98%
FBIN	Fortune Brands Innovations, Inc. Industrials	Held	23,572	0	$918,600	−22.1%	1.98%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	4,353	-18	$883,571	+19.2%	1.90%
AMAT	Applied Materials Inc /De Technology	Reduced	2,470	-47	$844,221	+30.5%	1.82%
ORCL	Oracle Corp Technology	Added	5,536	+44	$814,400	−23.9%	1.75%
ACGL	Arch Capital Group Ltd. Financial Services	Held	8,340	0	$800,556	+0.1%	1.72%
MS	Morgan Stanley Financial Services	Added	4,782	+164	$786,973	−4.0%	1.69%
IBM	International Business Machines Corp Technology	Reduced	3,021	-6	$732,260	−18.3%	1.57%
MRK	Merck & Co., Inc. Healthcare	Reduced	5,737	-673	$690,103	+2.3%	1.48%
VZ	Verizon Communications Inc Communication Services	Added	13,264	+187	$665,852	+25.0%	1.43%
BA	Boeing Co Industrials	Added	3,331	+134	$662,968	−4.5%	1.43%
MCK	Mckesson Corp Healthcare	Held	764	0	$661,135	+5.5%	1.42%
META	Meta Platforms, Inc. Communication Services	Held	1,103	0	$631,059	−13.3%	1.36%
TGT	Target Corp Consumer Defensive	Added	4,945	+234	$599,334	+30.1%	1.29%
LMT	Lockheed Martin Corp Industrials	Added	947	+36	$572,357	+29.9%	1.23%
AVGO	Broadcom Inc. Technology	Added	1,722	+132	$532,976	−3.1%	1.15%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,633	+284	$524,750	+9.3%	1.13%
GS	Goldman Sachs Group Inc Financial Services	Held	619	0	$523,667	−3.8%	1.13%
PEP	Pepsico Inc Consumer Defensive	Added	3,270	+511	$507,798	+28.2%	1.09%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	4,666	-808	$505,094	−7.6%	1.09%
EXP	Eagle Materials Inc Basic Materials	Reduced	2,520	-100	$477,414	−11.8%	1.03%
ABBV	AbbVie Inc. Healthcare	Added	2,174	+26	$472,823	−3.7%	1.02%
SHEL	Shell plc Energy	Held	4,900	0	$455,700	+26.6%	0.98%
ALL	Allstate Corp Financial Services	Added	2,149	+240	$445,573	+12.1%	0.96%
NVDA	Nvidia Corp Technology	Reduced	2,514	-200	$438,441	−13.4%	0.94%
QCOM	Qualcomm Inc/De Technology	Added	3,291	+696	$423,814	−4.5%	0.91%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,180	+33	$366,732	+4.6%	0.79%
TPR	Tapestry, Inc. Consumer Cyclical	Held	2,397	0	$338,240	+10.4%	0.73%
IAU	Ishares Gold Trust	Held	3,755	0	$331,040	+8.6%	0.71%
BP	Bp PLC Energy	Added	6,753	+531	$317,391	+46.9%	0.68%
NOC	Northrop Grumman Corp /De/ Industrials	Added	457	+14	$311,783	+23.4%	0.67%
AJG	Arthur J. Gallagher & Co. Financial Services	Held	1,400	0	$303,212	−16.3%	0.65%
DHR	Danaher Corp /De/ Healthcare	Reduced	1,526	-1	$289,329	−17.2%	0.62%
HII	Huntington Ingalls Industries, Inc. Industrials	Added	715	+43	$271,628	+18.9%	0.58%
MWA	Mueller Water Products, Inc. Industrials	Held	9,362	0	$257,361	+15.4%	0.55%
KO	Coca Cola Co Consumer Defensive	Reduced	3,341	-45	$254,083	+7.3%	0.55%
EXPE	Expedia Group, Inc. Consumer Cyclical	Held	1,100	0	$253,979	−18.5%	0.55%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	1,552	0	$247,854	+4.0%	0.53%
CAH	Cardinal Health Inc Healthcare	Added	1,089	+29	$230,116	+5.6%	0.49%