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Portfolio (Quarterly) Guide ↗

INSIGHT 2811, INC.

· CIK 0001334952
13F Portfolio $259M AUM 122 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 108 New
Page 3 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACGL ARCH CAP GROUP LTD Financial Services 8,307.0 $806K 0.31% NEW $97.06 +1.1%
42 MRK MERCK & CO INC Healthcare 5,956.0 $765K 0.30% NEW $128.50 +17.0%
43 IWM ISHARES TR 2,522.0 $758K 0.29% NEW $300.45 -1.5%
44 BA BOEING CO Industrials 3,447.0 $746K 0.29% NEW $216.44 -1.9%
45 AVGO BROADCOM INC Technology 1,860.0 $703K 0.27% NEW $377.75 -5.3%
46 IHDG WISDOMTREE TR 13,219.0 $692K 0.27% NEW $52.38 +1.6%
47 AEM AGNICO EAGLE MINES LTD Basic Materials 4,353.0 $675K 0.26% NEW $155.13 +32.0%
48 TGT TARGET CORP Consumer Defensive 5,109.0 $667K 0.26% NEW $130.60 +25.9%
49 XME SPDR SERIES TRUST 6,222.0 $665K 0.26% NEW $106.93 +10.9%
50 META META PLATFORMS INC Communication Services 1,116.0 $629K 0.24% NEW $563.29 +9.5%
51 QCOM QUALCOMM INC Technology 3,357.0 $620K 0.24% NEW $184.79 -8.7%
52 GS GOLDMAN SACHS GROUP INC Financial Services 609.0 $616K 0.24% NEW $1011.69 +2.7%
53 MCK MCKESSON CORP Healthcare 764.0 $577K 0.22% NEW $755.60 +20.2%
54 VZ VERIZON COMMUNICATIONS INC Communication Services 13,435.0 $569K 0.22% NEW $42.34 +18.4%
55 EXP EAGLE MATLS INC Basic Materials 2,520.0 $567K 0.22% NEW $225.00 -13.6%
56 PG PROCTER & GAMBLE CO Consumer Defensive 3,812.0 $559K 0.22% NEW $146.64 -0.1%
57 ABBV ABBVIE INC Healthcare 2,212.0 $557K 0.21% NEW $251.58 +1.9%
58 ALL ALLSTATE CORP Financial Services 2,268.0 $540K 0.21% NEW $237.94 +9.1%
59 NVDA NVIDIA CORPORATION Technology 2,537.0 $508K 0.20% NEW $200.09 +15.1%
60 LMT LOCKHEED MARTIN CORP Industrials 983.0 $501K 0.19% NEW $509.46 +3.1%
Page 3 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.5%
Financial Services 24.6%
Healthcare 9.9%
Industrials 8.9%
Basic Materials 7.3%
Communication Services 5.4%
Consumer Defensive 5.1%
Consumer Cyclical 4.6%
Energy 2.8%