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☆INSIGHT 2811, INC.

CIK 0001334952 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.678
AUM ($M)
247
Positions
105
Turnover
0.05
Top-10 wt
71%
Herfindahl
0.079
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 106 positions · portfolio value $247M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 20.1% -1.6% 49.6 852,297 +854 5 —
☆IVV funds › ISHARES TR TRIM — 10.0% +0.6% 24.7 33,016 -42 5 —
☆TLT funds › ISHARES TR TRIM — 9.5% -0.7% 23.4 270,842 -330 5 —
☆AGG funds › ISHARES TR ADD — 8.6% -0.6% 21.2 214,231 +1,949 5 —
☆SHY funds › ISHARES TR TRIM — 7.0% -0.6% 17.3 210,540 -654 5 —
☆IWD funds › ISHARES TR ADD — 6.0% +0.4% 14.8 61,000 +1,276 5 —
☆IEFA funds › ISHARES TR ADD — 3.2% -0.0% 7.8 80,753 +337 5 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS ADD — 3.1% -0.2% 7.6 137,020 +1,771 5 —
☆BIL funds › SPDR SERIES TRUST ADD — 1.9% -0.1% 4.6 50,037 +633 5 —
☆IWF funds › ISHARES TR ADD — 1.3% +0.1% 3.3 26,212 +19,670 5 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC ADD — 1.3% +0.0% 3.3 14,831 +77 5 —
☆INTC funds › INTEL CORP TRIM — 1.3% +0.8% 3.2 22,669 -292 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 1.3% +0.1% 3.1 4,177 +169 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 1.1% +0.0% 2.7 5,350 +352 5 —
☆IWP funds › ISHARES TR ADD — 1.0% +0.1% 2.5 16,737 +249 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 1.0% +0.0% 2.4 33,585 +20 5 —
☆AAPL funds › APPLE INC TRIM — 0.9% +0.0% 2.2 7,649 -36 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.8% -0.1% 2.0 39,397 -2,923 5 —
☆IWS funds › ISHARES TR ADD — 0.7% +0.1% 1.8 11,213 +994 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.7% +0.4% 1.8 2,480 +10 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.7% +0.2% 1.8 15,036 +38 5 —
☆GOOG funds › ALPHABET INC ADD — 0.7% +0.1% 1.7 4,837 +30 5 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.6% +0.1% 1.6 17,370 +3,109 3 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.6% +0.0% 1.5 4,679 +64 5 —
☆IWO funds › ISHARES TR ADD — 0.6% +0.1% 1.4 3,566 +8 5 —
☆IWN funds › ISHARES TR ADD — 0.6% +0.0% 1.4 6,250 +11 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.5% -0.0% 1.3 5,163 +88 5 —
☆VIOO funds › VANGUARD ADMIRAL FDS INC TRIM — 0.5% +0.1% 1.3 9,519 -17 5 —
☆FBIN funds › FORTUNE BRANDS INNOVATIONS I HOLD — 0.5% +0.1% 1.3 23,572 +0 5 —
☆B funds › BARRICK MNG CORP ADD — 0.5% -0.1% 1.3 34,644 +539 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.5% -0.0% 1.2 3,159 +51 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.5% +0.1% 1.2 3,226 +27 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.4% +0.1% 1.0 1,489 +123 5 —
☆MS funds › MORGAN STANLEY ADD — 0.4% +0.1% 1.0 4,838 +56 5 —
☆SJNK funds › SPDR SERIES TRUST TRIM — 0.4% -0.0% 0.9 37,756 -413 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS HOLD — 0.3% +0.0% 0.8 3,021 +0 5 —
☆ORCL funds › ORACLE CORP ADD — 0.3% -0.0% 0.8 5,554 +18 5 —
☆ACGL funds › ARCH CAP GROUP LTD TRIM — 0.3% -0.0% 0.8 8,307 -33 5 —
☆MRK funds › MERCK & CO INC ADD — 0.3% +0.0% 0.8 5,956 +219 5 —
☆IWM funds › ISHARES TR TRIM — 0.3% +0.0% 0.8 2,522 -78 5 —
☆BA funds › BOEING CO ADD — 0.3% +0.0% 0.7 3,447 +116 5 —
☆AVGO funds › BROADCOM INC ADD — 0.3% +0.1% 0.7 1,860 +138 5 —
☆CUSIP:97717X594 funds › WISDOMTREE TR HOLD — 0.3% +0.0% 0.7 13,219 +0 5 —
☆AEM funds › AGNICO EAGLE MINES LTD HOLD — 0.3% -0.1% 0.7 4,353 +0 5 —
☆TGT funds › TARGET CORP ADD — 0.3% +0.0% 0.7 5,109 +164 5 —
☆XME funds › SPDR SERIES TRUST HOLD — 0.3% -0.0% 0.7 6,222 +0 5 —
☆META funds › META PLATFORMS INC ADD — 0.3% -0.0% 0.6 1,116 +13 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.3% +0.1% 0.6 3,357 +66 5 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.2% +0.0% 0.6 609 -10 5 —
☆MCK funds › MCKESSON CORP HOLD — 0.2% -0.1% 0.6 764 +0 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.2% -0.1% 0.6 13,435 +171 5 —
☆EXP funds › EAGLE MATLS INC HOLD — 0.2% +0.0% 0.6 2,520 +0 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.2% -0.0% 0.6 3,812 +179 5 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 0.6 2,212 +38 5 —
☆ALL funds › ALLSTATE CORP ADD — 0.2% +0.0% 0.5 2,268 +119 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.2% +0.0% 0.5 2,537 +23 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.2% -0.0% 0.5 983 +36 5 —
☆PEP funds › PEPSICO INC ADD — 0.2% -0.0% 0.5 3,533 +263 5 —
☆NEM funds › NEWMONT CORP TRIM — 0.2% -0.0% 0.4 4,656 -10 5 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.2% +0.0% 0.4 5,189 +4,322 5 —
☆BILS funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 0.4 3,975 -500 5 —
☆VIOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.2% +0.0% 0.4 2,535 +14 5 —
☆SHEL funds › SHELL PLC ADD — 0.2% -0.0% 0.4 4,920 +20 5 —
☆IVOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.2% +0.0% 0.4 2,579 +12 5 —
☆CUSIP:921932778 funds › VANGUARD ADMIRAL FDS INC ADD — 0.2% +0.0% 0.4 3,176 +10 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.1% -0.0% 0.4 2,707 +17 5 —
☆IYW funds › ISHARES TR HOLD — 0.1% +0.0% 0.4 1,410 +0 5 —
☆TPR funds › TAPESTRY INC HOLD — 0.1% -0.0% 0.4 2,397 +0 5 —
☆IVOV funds › VANGUARD ADMIRAL FDS INC ADD — 0.1% +0.0% 0.4 3,073 +1 5 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.1% +0.0% 0.3 4,017 +0 5 —
☆MCD funds › MCDONALDS CORP ADD — 0.1% -0.0% 0.3 1,241 +61 5 —
☆AJG funds › GALLAGHER ARTHUR J & CO ADD — 0.1% +0.0% 0.3 1,420 +20 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.1% -0.0% 0.3 1,995 +0 4 —
☆XOP funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 0.3 1,949 +0 5 —
☆DHR funds › DANAHER CORP DEL ADD — 0.1% -0.0% 0.3 1,556 +30 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 0.3 2,400 +2,100 4 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.1% -0.0% 0.3 3,755 +0 5 —
☆EXPE funds › EXPEDIA GROUP INC HOLD — 0.1% +0.0% 0.3 1,100 +0 4 —
☆BAX funds › BAXTER INTL INC ADD — 0.1% +0.0% 0.3 12,832 +2,547 2 —
☆BP funds › BP PLC ADD — 0.1% -0.0% 0.3 7,366 +613 4 —
☆KO funds › COCA COLA CO HOLD — 0.1% -0.0% 0.3 3,341 +0 5 —
☆MBC funds › MASTERBRAND INC HOLD — 0.1% +0.0% 0.3 25,982 +0 5 —
☆NUE funds › NUCOR CORP NEW — 0.1% +0.1% 0.3 1,200 +1,200 1 —
☆MFC funds › MANULIFE FINL CORP HOLD — 0.1% +0.0% 0.3 6,526 +0 3 —
☆CAH funds › CARDINAL HEALTH INC ADD — 0.1% +0.0% 0.3 1,096 +7 3 —
☆EBAY funds › EBAY INC. HOLD — 0.1% +0.0% 0.3 2,300 +0 4 —
☆EMXC funds › ISHARES INC NEW — 0.1% +0.1% 0.2 2,439 +2,439 1 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.1% -0.0% 0.2 486 +29 5 —
☆ASB funds › ASSOCIATED BANC-CORP HOLD — 0.1% +0.0% 0.2 8,000 +0 5 —
☆MWA funds › MUELLER WTR PRODS INC HOLD — 0.1% -0.0% 0.2 9,362 +0 5 —
☆CLX funds › CLOROX CO DEL NEW — 0.1% +0.1% 0.2 2,520 +2,520 1 —
☆MDT funds › MEDTRONIC PLC NEW — 0.1% +0.1% 0.2 3,038 +3,038 1 —
☆TJX funds › TJX COS INC NEW HOLD — 0.1% -0.0% 0.2 1,552 +0 4 —
☆ROST funds › ROSS STORES INC HOLD — 0.1% -0.0% 0.2 1,061 +0 2 —
☆CMI funds › CUMMINS INC NEW — 0.1% +0.1% 0.2 310 +310 1 —
☆AMLP funds › ALPS ETF TR HOLD ETP 0.1% -0.0% 0.2 4,247 +0 2 —
☆GD funds › GENERAL DYNAMICS CORP HOLD — 0.1% -0.0% 0.2 617 +0 4 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.1% +0.0% 0.2 293 +0 2 —
☆HII funds › HUNTINGTON INGALLS INDS INC ADD — 0.1% -0.0% 0.2 769 +54 3 —
☆BAC funds › BANK OF AMER CORP NEW — 0.1% +0.1% 0.2 3,705 +3,705 1 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.1% -0.0% 0.2 6,550 +50 2 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.1% +0.1% 0.2 481 +481 1 —
☆GE funds › GE AEROSPACE NEW — 0.1% +0.1% 0.2 537 +537 1 —
☆PTLO funds › PORTILLOS INC HOLD — 0.0% -0.0% 0.1 16,073 +0 3 —
☆NAGE funds › NIAGEN BIOSCIENCE INC HOLD — 0.0% -0.0% 0.1 22,834 +0 3 —
☆KTOS funds › KRATOS DEFENSE & SEC SOLUTIO EXIT — 0.0% -0.1% 0.0 0 -3,200 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 247 105 0.05 71% 0.079 0.677 — in
2026Q1 230 98 0.03 73% 0.087 0.737 — in
2025Q4 226 97 0.03 73% 0.086 0.690 — in
2025Q3 224 95 0.04 73% 0.086 0.685 — in
2025Q2 211 87 0.06 75% 0.090 0.691 — entered
2025Q1 197 86 0.00 74% 0.089 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status