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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QQQ INVESCO QQQ TR Financial Services 293.0 $216K 0.08% NEW $736.58 -2.4%
102 HII HUNTINGTON INGALLS INDS INC Industrials 769.0 $215K 0.08% NEW $279.89 +2.2%
103 BAC BANK OF AMER CORP Financial Services 3,705.0 $211K 0.08% NEW $56.98 +10.0%
104 KMI KINDER MORGAN INC DEL Energy 6,550.0 $209K 0.08% NEW $31.97 -1.8%
105 DELL DELL TECHNOLOGIES INC Technology 481.0 $208K 0.08% NEW $431.46 +21.4%
106 GE GE AEROSPACE Industrials 537.0 $201K 0.08% NEW $373.73 -9.8%
107 PTLO PORTILLOS INC Consumer Cyclical 16,073.0 $76K 0.03% NEW $4.74 -6.8%
108 NAGE NIAGEN BIOSCIENCE INC Healthcare 22,834.0 $73K 0.03% NEW $3.19 -0.6%
Page 6 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%