INSIGHT 2811, INC.

CIK 0001334952 · Q1 2026

13F Equity AUM

$238.8M

+5.3% QoQ

Positions

+1 QoQ

AUM Rank

#6,726

Top 54%

Skill Alpha (FF)

-1.4%/yr^ns

No Clear Edge

Rank #4,253 · Top 52%

vs S&P -10.4%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 55.9%Top 10: 73.1%Top 20: 82.0%

VGSH20.9%

TLT9.8%

IVV9.0%

AGG8.8%

SHY7.3%

IWD5.3%

SPY3.8%

VGLT3.1%

IEFA3.0%

BIL1.9%

Others (89)26.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services87.9%

Technology3.8%

Other8.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 99Median: 0.25%Avg: 1.01%

0–0.5%

75(15.8%)

0.5–1%

11(7.7%)

1–3%

4(5.3%)

3–5%

3(9.9%)

5%+

6(61.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 99Unique: 0vs 20 funds

1.4%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.9%

BANK OF AMERICA CORP /DE/

2.1%

2.1%

1.9%

VANGUARD CAPITAL MANAGEMENT LLC

1.7%

GEODE CAPITAL MANAGEMENT, LLC

1.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New5Increased50Decreased20Exited4

New Positions

NDQ0.8%

+3K

ROST0.1%

+1K

AMLP0.1%

+4K

KMI0.1%

+7K

BAX0.1%

+10K

Increased

VGSH20.9%

+28K(+3%)

TLT9.8%

+15K(+6%)

AGG8.8%

+9K(+4%)

VGLT3.1%

+7K(+5%)

SHY7.3%

+3K(+1%)

SJNK0.4%

+2K(+4%)

IEFA3.0%

+1K(+2%)

SPY3.8%

+1K(+11%)

IWD5.3%

+1K(+2%)

IVV9.0%

+956(+3%)

Decreased

XLK0.3%

-9,600(-64%)

PTLO0.0%

-8,830(-35%)

ASB0.1%

-2,000(-20%)

JPST0.9%

-1,707(-4%)

NEM0.2%

-808(-15%)

INTC0.4%

-776(-3%)

MRK0.3%

-673(-11%)

BIL1.9%

-656(-1%)

IWM0.3%

-515(-17%)

IWF1.2%

-242(-4%)

Exited

-12,632

-6,830

-4,105

-3,705

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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