Insight 2811, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 86Value: $195.0MLatest: 2025Q1

INSIGHT 2811, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 86 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ASB",
  "MBC",
  "ABBV",
  "MWA",
  "ALL",
  "GOOGL",
  "MCD",
  "FBIN",
  null,
  "QCOM",
  "AMAT",
  "META",
  null,
  null,
  null,
  null,
  "IWS",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "FIS",
  "IWD",
  "ORCL",
  "NOC",
  "IWF",
  "PEP",
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "IEFA",
  "SHEL",
  null,
  null,
  "BP",
  "IBM",
  null,
  "TGT",
  "NEM",
  null,
  "EXP",
  "IWO",
  "IWN",
  "ACGL",
  "AJG",
  "IWP",
  null,
  null,
  null,
  "VEA",
  null,
  "VOOV",
  "VXUS",
  "VOOG",
  "VGLT",
  "VOO",
  null,
  null,
  "DTE",
  "AEM",
  null,
  "MCK",
  "AZO",
  null,
  "BRK-B",
  "BA",
  "CSCO",
  "KO",
  "CMCSA",
  "DHR",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 86
Total Value: 195023179
Accession Number: 0001580642-25-003064
Form Type: 13F-HR
CIK: insight-2811
Manager Name: Insight-2811

Data Enrichment

77% identified

66 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

86 positions • $195.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C102

VGSH|92206C102

Shares:743.6K

Value:$43.6M

% of Portfolio:22.4% ($43.6M/$195.0M)

464287432

Shares:244.3K

Value:$22.2M

% of Portfolio:11.4% ($22.2M/$195.0M)

464287457

Shares:207.4K

Value:$17.2M

% of Portfolio:8.8% ($17.2M/$195.0M)

464287226

Shares:166.2K

Value:$16.4M

% of Portfolio:8.4% ($16.4M/$195.0M)

464287200

IVV|464287200

Shares:24.5K

Value:$13.8M

% of Portfolio:7.1% ($13.8M/$195.0M)

464287598

IWD|464287598

Shares:59.6K

Value:$11.2M

% of Portfolio:5.7% ($11.2M/$195.0M)

46432F842

IEFA|46432F842

Shares:81.6K

Value:$6.2M

% of Portfolio:3.2% ($6.2M/$195.0M)

92206C847

VGLT|92206C847

Shares:97.1K

Value:$5.6M

% of Portfolio:2.9% ($5.6M/$195.0M)

78468R663

Shares:57.4K

Value:$5.3M

% of Portfolio:2.7% ($5.3M/$195.0M)

46641Q837

Shares:93.5K

Value:$4.7M

% of Portfolio:2.4% ($4.7M/$195.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.5K

Value:$2.9M

% of Portfolio:1.5% ($2.9M/$195.0M)

464287614

IWF|464287614

Shares:7.3K

Value:$2.6M

% of Portfolio:1.3% ($2.6M/$195.0M)

921932703

VOOV|921932703

Shares:11.0K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$195.0M)

464287481

IWP|464287481

Shares:16.7K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$195.0M)

Apple Inc.

AAPL|037833100

Shares:8.6K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$195.0M)

Fortune Brands Innovations, Inc.

FBIN|34964C106

Shares:23.6K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$195.0M)

921943858

VEA|921943858

Shares:26.4K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$195.0M)

464287473

IWS|464287473

Shares:10.2K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$195.0M)

MICROSOFT CORP

MSFT|594918104

Shares:3.4K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$195.0M)

46654Q724

Shares:15.9K

Value:$950.7K

% of Portfolio:0.5% ($950.7K/$195.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGSHcusip92206C102)	743.6K	QoQ -0.91% (-6.9K) YoY -8.31% (-67.4K)	All Managers (Combined)	$43.6M	22.4% ($43.6M/$195.0M)	QoQ -0.04% (-$20.5K) YoY -7.33% (-$3.5M)
(cusip464287432)✕	244.3K	QoQ -4.71% (-12.1K) YoY +337.70% (+188.4K)	All Managers (Combined)	$22.2M	11.4% ($22.2M/$195.0M)	QoQ -0.67% (-$151.7K) YoY +321.09% (+$17.0M)
(cusip464287457)✕	207.4K	QoQ -4.79% (-10.4K) YoY -56.76% (-272.3K)	All Managers (Combined)	$17.2M	8.8% ($17.2M/$195.0M)	QoQ -3.92% (-$700.0K) YoY -56.25% (-$22.1M)
(cusip464287226)✕	166.2K	QoQ +15.33% (+22.1K) YoY +68.08% (+67.3K)	All Managers (Combined)	$16.4M	8.4% ($16.4M/$195.0M)	QoQ +17.74% (+$2.5M) YoY +69.76% (+$6.8M)
(IVVcusip464287200)	24.5K	QoQ +15.14% (+3.2K) YoY +45.98% (+7.7K)	All Managers (Combined)	$13.8M	7.1% ($13.8M/$195.0M)	QoQ +9.90% (+$1.2M) YoY +56.03% (+$4.9M)
(IWDcusip464287598)	59.6K	QoQ -4.49% (-2.8K) YoY -16.46% (-11.7K)	All Managers (Combined)	$11.2M	5.7% ($11.2M/$195.0M)	QoQ -2.93% (-$338.8K) YoY -12.24% (-$1.6M)
(IEFAcusip46432F842)	81.6K	QoQ -4.36% (-3.7K) YoY -14.73% (-14.1K)	All Managers (Combined)	$6.2M	3.2% ($6.2M/$195.0M)	QoQ +2.94% (-$176.7K) YoY -13.08% (-$929.4K)
(VGLTcusip92206C847)	97.1K	QoQ +14.91% (+12.6K) YoY +689.95% (+84.8K)	All Managers (Combined)	$5.6M	2.9% ($5.6M/$195.0M)	QoQ +19.60% (+$916.7K) YoY +668.22% (+$4.9M)
(cusip78468R663)✕	57.4K	QoQ +3.90% (+2.2K) YoY -14.29% (-9.6K)	All Managers (Combined)	$5.3M	2.7% ($5.3M/$195.0M)	QoQ +4.24% (+$214.4K) YoY -14.35% (-$882.7K)
(cusip46641Q837)✕	93.5K	QoQ -4.67% (-4.6K) YoY -33.89% (-47.9K)	All Managers (Combined)	$4.7M	2.4% ($4.7M/$195.0M)	QoQ -4.17% (-$206.3K) YoY -33.66% (-$2.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.5K	QoQ +1.44% (+78) YoY +21.90% (+985)	All Managers (Combined)	$2.9M	1.5% ($2.9M/$195.0M)	QoQ +19.19% (+$470.0K) YoY +54.39% (+$1.0M)
(IWFcusip464287614)	7.3K	QoQ -4.98% (-381) YoY -29.17% (-3.0K)	All Managers (Combined)	$2.6M	1.3% ($2.6M/$195.0M)	QoQ -14.56% (-$446.8K) YoY -24.12% (-$833.1K)
(VOOVcusip921932703)	11.0K	QoQ +10.70% (+1.1K) YoY +39.72% (+3.1K)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$195.0M)	QoQ +10.51% (+$192.8K) YoY +42.60% (+$605.4K)
(IWPcusip464287481)	16.7K	QoQ -4.78% (-837) YoY -25.36% (-5.7K)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$195.0M)	QoQ -11.73% (-$260.5K) YoY -23.17% (-$590.9K)
Apple Inc.(AAPLcusip037833100)	8.6K	QoQ -1.29% (-113) YoY -8.43% (-792)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$195.0M)	QoQ -12.44% (-$271.6K) YoY +18.61% (-$299.8K)
Fortune Brands Innovations, Inc.(FBINcusip34964C106)	23.6K	QoQ 0.00% (-0) YoY -9.27% (-2.4K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$195.0M)	QoQ -10.90% (-$175.6K) YoY -34.76% (-$764.8K)
(VEAcusip921943858)	26.4K	QoQ +11.79% (+2.8K) YoY +44.50% (+8.1K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$195.0M)	QoQ +18.83% (+$212.9K) YoY +46.40% (+$425.9K)
(IWScusip464287473)	10.2K	QoQ -1.55% (-161) YoY -38.05% (-6.3K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$195.0M)	QoQ -4.11% (-$55.2K) YoY -37.73% (-$779.9K)
MICROSOFT CORP(MSFTcusip594918104)	3.4K	QoQ -2.10% (-73) YoY -2.60% (-91)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$195.0M)	QoQ -12.80% (-$187.7K) YoY -13.09% (-$192.5K)
(cusip46654Q724)✕	15.9K	QoQ +95.10% (+7.8K) YoY NEW(+15.9K)	All Managers (Combined)	$950.7K	0.5% ($950.7K/$195.0M)	QoQ +87.67% (+$444.1K) YoY NEW(+$950.7K)