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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 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,100.0 $281K 0.11% NEW $255.88 +16.5%
82 BAX BAXTER INTL INC Healthcare 12,832.0 $274K 0.11% NEW $21.32 +21.2%
83 BP BP PLC Energy 7,366.0 $272K 0.10% NEW $36.95 +18.6%
84 KO COCA COLA CO Consumer Defensive 3,341.0 $272K 0.10% NEW $81.27 +8.4%
85 MBC MASTERBRAND INC Consumer Cyclical 25,982.0 $267K 0.10% NEW $10.29 -17.3%
86 NUE NUCOR CORP Basic Materials 1,200.0 $267K 0.10% NEW $222.75 +17.2%
87 MFC MANULIFE FINL CORP Financial Services 6,526.0 $264K 0.10% NEW $40.51 +9.5%
88 CAH CARDINAL HEALTH INC Healthcare 1,096.0 $260K 0.10% NEW $237.45 +4.1%
89 EBAY EBAY INC. Consumer Cyclical 2,300.0 $257K 0.10% NEW $111.75 -7.5%
90 EMXC ISHARES INC 2,439.0 $250K 0.10% NEW $102.30 -1.2%
91 NOC NORTHROP GRUMMAN CORP Industrials 486.0 $248K 0.10% NEW $509.31 +1.1%
92 ASB ASSOCIATED BANC-CORP Financial Services 8,000.0 $246K 0.10% NEW $30.77 +1.0%
93 MWA MUELLER WTR PRODS INC Industrials 9,362.0 $242K 0.09% NEW $25.83 -7.3%
94 CLX CLOROX CO DEL Consumer Defensive 2,520.0 $241K 0.09% NEW $95.44 -2.5%
95 MDT MEDTRONIC PLC Healthcare 3,038.0 $238K 0.09% NEW $78.23 +20.4%
96 TJX TJX COS INC NEW Consumer Cyclical 1,552.0 $235K 0.09% NEW $151.53 -12.8%
97 ROST ROSS STORES INC Consumer Cyclical 1,061.0 $226K 0.09% NEW $212.93 +8.3%
98 CMI CUMMINS INC Industrials 310.0 $221K 0.09% NEW $713.53 -21.4%
99 AMLP ALPS ETF TR 4,247.0 $220K 0.09% NEW $51.85 +7.5%
100 GD GENERAL DYNAMICS CORP Industrials 617.0 $219K 0.09% NEW $354.24 +1.5%
Page 5 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%