Top 50 Insight Folios Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OKE | ONEOK INC NEW | 4% | 122.8K | $11.2M | +18.59%(+19.26K) | โ | 2024-09-30 | |
| OHI | OMEGA HEALTHCARE INVS INC | 3.25% | 223.7K | $9.1M | +3.67%(+7.93K) | โ | 2024-09-30 | |
| T | AT&T INC | 3.16% | 402.7K | $8.9M | +5.14%(+19.69K) | โ | 2024-09-30 | |
| SO | SOUTHERN CO | 3.11% | 96.7K | $8.7M | +2.98%(+2.80K) | โ | 2024-09-30 | |
| ET | ENERGY TRANSFER L P | 3.11% | 542.4K | $8.7M | +4.34%(+22.55K) | โ | 2024-09-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 3.03% | 38.4K | $8.5M | +4.56%(+1.67K) | โ | 2024-09-30 | |
| XOM | EXXON MOBIL CORP | 3.03% | 72.3K | $8.5M | +4.68%(+3.23K) | โ | 2024-09-30 | |
| O | REALTY INCOME CORP | 3.02% | 133.3K | $8.5M | +5.40%(+6.83K) | โ | 2024-09-30 | |
| ABBV | ABBVIE INC | 2.98% | 42.3K | $8.4M | +4.81%(+1.94K) | โ | 2024-09-30 | |
| MO | ALTRIA GROUP INC | 2.98% | 163.3K | $8.3M | +4.41%(+6.89K) | โ | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Insight Folios Inc reports $280.01M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are OKE (4.0%), OHI (3.3%) and T (3.2%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Insight Folios Incโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1792942). View Insight Folios Incโs 13F filings on SEC