StockDriftsStockDriftsTop 50 Insight 2811 INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 20.09% | 852.3K | $49.6M | +0.10%(+854) | $59.84(-3.01%) | 2026-06-30 | |
| IVV | ISHARES TR | 10.01% | 33.0K | $24.7M | -0.13%(-42) | $497.83(+56.15%) | 2026-06-30 | |
| TLT | ISHARES TR | 9.48% | 270.8K | $23.4M | -0.12%(-330) | $95.13(-13.39%) | 2026-06-30 | |
| AGG | ISHARES TR | 8.59% | 214.2K | $21.2M | +0.92%(+1.95K) | $98.63(-1.22%) | 2026-06-30 | |
| SHY | ISHARES TR | 7% | 210.5K | $17.3M | -0.31%(-654) | $84.03(-2.54%) | 2026-06-30 | |
| IWD | ISHARES TR | 5.99% | 61.0K | $14.8M | +2.14%(+1.28K) | $115.92(+122.96%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.16% | 80.8K | $7.8M | +0.42%(+337) | $64.82(+55.88%) | 2026-06-30 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 3.06% | 137.0K | $7.6M | +1.31%(+1.77K) | $58.06(-8.88%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 1.86% | 50.0K | $4.6M | +1.28%(+633) | $91.56(-0.09%) | 2026-06-30 | |
| IWF | ISHARES TR | 1.32% | 26.2K | $3.3M | +0.17%(+44) | $44.13(+183.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.35% | +13.64% | +1.50% | +7.73% |
| Top 20 Holdings Unweighted | +8.83% | +28.89% | +4.95% | +27.32% |
Insight 2811 INC reports $258.54M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are VGSH (20.1%), IVV (10.0%) and TLT (9.5%). The top 20 holdings account for 80.65% of reported assets. Its disclosed equity book has returned +13.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Insight 2811 INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1334952). View Insight 2811 INC’s 13F filings on SEC