INSIGHT 2811, INC.
CIK: 1334952SEC EDGAR →
Portfolio Value
$148.7B
Holdings
99
As of
Q1 2026
New Positions
99
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 851,443 | $49.8B | 33.52% |
| 2 | ISHARES TR | 271,172 | $23.5B | 15.81% |
| 3 | ISHARES TR | 212,282 | $21.1B | 14.17% |
| 4 | ISHARES TR | 211,194 | $17.4B | 11.73% |
| 5 | VANGUARD SCOTTSDALE FDS | 135,249 | $7.5B | 5.04% |
| 6 | ISHARES TR | 80,416 | $7.3B | 4.90% |
| 7 | SPDR SERIES TRUST | 49,404 | $4.5B | 3.05% |
| 8 | VANGUARD TAX-MANAGED FDS | 33,565 | $2.2B | 1.45% |
| 9 | J P MORGAN EXCHANGE TRADED F | 42,320 | $2.1B | 1.44% |
| 10 | BARRICK MNG CORP | 34,105 | $1.4B | 0.94% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $134.0B | 90.2% |
| Unknown | 9 | $8.1B | 5.4% |
| Technology | 10 | $2.2B | 1.5% |
| Basic Materials | 4 | $1.4B | 0.9% |
| Industrials | 7 | $1.1B | 0.8% |
| Energy | 4 | $991.5M | 0.7% |
| Consumer Cyclical | 7 | $302.4M | 0.2% |
| Healthcare | 8 | $277.1M | 0.2% |
| Consumer Defensive | 3 | $255.1M | 0.2% |
| Communication Services | 3 | $2.9M | 0.0% |