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Insight Folios Inc

Portfolio Manager
Insight Folios Inc
Performance
0% (N/A)
AUM (13F)
$280.01M
# of Holdings
119
Performance Rank
N/A
Allocation (Top 20)
N/A

Insight Folios Inc Holdings Map

Top 50 Insight Folios Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
OKE
ONEOK INC NEW
4%122.8K$11.2M
+18.59%(+19.26K)
2023-Q3: 78.8K shares2023-Q4: 99.6K shares2024-Q1: 102.6K shares2024-Q2: 103.6K shares2024-Q3: 122.8K shares2024-09-30
OHI
OMEGA HEALTHCARE INVS INC
3.25%223.7K$9.1M
+3.67%(+7.93K)
2023-Q3: 206.8K shares2023-Q4: 214.3K shares2024-Q1: 211.9K shares2024-Q2: 215.8K shares2024-Q3: 223.7K shares2024-09-30
T
AT&T INC
3.16%402.7K$8.9M
+5.14%(+19.69K)
2023-Q3: 344.7K shares2023-Q4: 374.8K shares2024-Q1: 375.8K shares2024-Q2: 383.0K shares2024-Q3: 402.7K shares2024-09-30
SO
SOUTHERN CO
3.11%96.7K$8.7M
+2.98%(+2.80K)
2023-Q3: 88.3K shares2023-Q4: 92.3K shares2024-Q1: 94.1K shares2024-Q2: 93.9K shares2024-Q3: 96.7K shares2024-09-30
ET
ENERGY TRANSFER L P
3.11%542.4K$8.7M
+4.34%(+22.55K)
2023-Q3: 576.8K shares2023-Q4: 593.0K shares2024-Q1: 516.5K shares2024-Q2: 519.8K shares2024-Q3: 542.4K shares2024-09-30
IBM
INTERNATIONAL BUSINESS MACHS
3.03%38.4K$8.5M
+4.56%(+1.67K)
2023-Q3: 43.3K shares2023-Q4: 44.6K shares2024-Q1: 36.0K shares2024-Q2: 36.7K shares2024-Q3: 38.4K shares2024-09-30
XOM
EXXON MOBIL CORP
3.03%72.3K$8.5M
+4.68%(+3.23K)
2023-Q3: 66.4K shares2023-Q4: 69.1K shares2024-Q1: 68.9K shares2024-Q2: 69.1K shares2024-Q3: 72.3K shares2024-09-30
O
REALTY INCOME CORP
3.02%133.3K$8.5M
+5.40%(+6.83K)
2023-Q3: 104.2K shares2023-Q4: 111.7K shares2024-Q1: 123.5K shares2024-Q2: 126.4K shares2024-Q3: 133.3K shares2024-09-30
ABBV
ABBVIE INC
2.98%42.3K$8.4M
+4.81%(+1.94K)
2023-Q3: 46.4K shares2023-Q4: 48.3K shares2024-Q1: 39.6K shares2024-Q2: 40.4K shares2024-Q3: 42.3K shares2024-09-30
MO
ALTRIA GROUP INC
2.98%163.3K$8.3M
+4.41%(+6.89K)
2023-Q3: 144.6K shares2023-Q4: 151.7K shares2024-Q1: 154.0K shares2024-Q2: 156.4K shares2024-Q3: 163.3K shares2024-09-30

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