INSIGHT 2811, INC.

Q2 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$258,536
Net value change ($000)
+19,431 (8.1%)
New positions
8
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 3,131 14.5%
INTC 2,152 212.4%
IWD 2,027 15.9%
AMAT 949 112.4%
CSCO 602 51.7%
IEFA 519 7.1%
SPY 512 19.6%
IWF 465 16.7%
FBIN 375 40.8%
IWS 357 24.0%
Top Reduces (Value $000, Stocks/ETFs)
VGSH -239 -0.5%
KTOS -226 -100.0%
AEM -209 -23.6%
SHY -151 -0.9%
JPST -150 -7.0%
B -119 -8.6%
TLT -102 -0.4%
VZ -97 -14.6%
XOM -86 -18.9%
MCK -84 -12.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 11,570 (4.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type