INSIGHT 2811, INC.
•CIK: 1334952•Filing: Q4 2025
**INSIGHT 2811, INC.** manages $224M across a diversified portfolio of 98 positions. The strategy exhibits a significant fixed-income tilt, with top holdings including VGSH at $48.4M and AGG at $20.3M. Notable allocations also include core bond exposure via TLT ($22.3M) and equity market tracking funds such as IVV ($22.0M). This structure suggests a tactical approach balancing fixed income duration plays with broad market equity exposure.
Total AUM
$223.8M
+ $282.5K in options
QoQ Performance
-0.3%
Positions
71
+ 2 options
Top 10 Concentration
73.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VGSH
TLT
IVV
AGG
SHY
IWD
VGSH21.6%
TLT10.0%
IVV9.8%
AGG9.1%
SHY7.7%
IWD5.5%
VGLT3.2%
IEFA3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.0%
ETF10.2%
Technology5.5%
Financial2.9%
Healthcare1.3%
Industrial0.5%
Consumer Staples0.3%
Consumer0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑38 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023