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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 3,533.0 $478K 0.18% NEW $135.40 +1.6%
62 NEM NEWMONT CORP Basic Materials 4,656.0 $435K 0.17% NEW $93.40 +37.1%
63 VOOG VANGUARD ADMIRAL FDS INC 5,189.0 $429K 0.17% NEW $82.62 +2.3%
64 BILS SPDR SERIES TRUST 3,975.0 $395K 0.15% NEW $99.38 -0.2%
65 VIOG VANGUARD ADMIRAL FDS INC 2,535.0 $389K 0.15% NEW $153.42 -4.6%
66 SHEL SHELL PLC Energy 4,920.0 $381K 0.15% NEW $77.54 +19.9%
67 IVOG VANGUARD ADMIRAL FDS INC 2,579.0 $377K 0.15% NEW $146.30 -3.3%
68 VIOV VANGUARD ADMIRAL FDS INC 3,176.0 $373K 0.14% NEW $117.33 +0.7%
69 XOM EXXON MOBIL CORP Energy 2,707.0 $370K 0.14% NEW $136.70 +16.7%
70 IYW ISHARES TR 1,410.0 $356K 0.14% NEW $252.23 +0.4%
71 TPR TAPESTRY INC Consumer Cyclical 2,397.0 $351K 0.14% NEW $146.35 -16.5%
72 IVOV VANGUARD ADMIRAL FDS INC 3,073.0 $351K 0.14% NEW $114.07 +0.3%
73 VXUS VANGUARD STAR FDS 4,017.0 $343K 0.13% NEW $85.49 +3.4%
74 MCD MCDONALDS CORP Consumer Cyclical 1,241.0 $335K 0.13% NEW $270.31 -5.4%
75 AJG GALLAGHER ARTHUR J & CO Financial Services 1,420.0 $326K 0.13% NEW $229.57 +14.4%
76 VSS VANGUARD INTL EQUITY INDEX F 1,995.0 $308K 0.12% NEW $154.29 +4.6%
77 XOP SPDR SERIES TRUST 1,949.0 $301K 0.12% NEW $154.26 +23.6%
78 DHR DANAHER CORP DEL Healthcare 1,556.0 $296K 0.12% NEW $190.43 +9.0%
79 VGT VANGUARD WORLD FD 2,400.0 $287K 0.11% NEW $119.52 +1.5%
80 IAU ISHARES GOLD TR Financial Services 3,755.0 $284K 0.11% NEW $75.51 +10.4%
Page 4 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%