Insight Folios Inc 13F Holdings

CIK 0001792942 · Charlotte, NC

As of Sep 30, 2024, Insight Folios Inc reported 119 positions worth $280.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ONEOK INCOKEEnergy122,822 1.2M4.00%
OMEGA HEALTHCARE INVESTORS INCOHIReal Estate223,713$9.1M3.25%
AT&T INCTCommunication Services402,731$8.9M3.16%
SOUTHERN COSOUtilities96,698$8.7M3.11%
ENERGY TRANSFER LPETEnergy542,364$8.7M3.11%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology38,369$8.5M3.03%
EXXON MOBIL CORPXOMEnergy72,329$8.5M3.03%
REALTY INCOME CORPOReal Estate133,271$8.5M3.02%
ABBVIE INCABBVEquity42,313$8.4M2.98%
ALTRIA GROUP INCMOEquity163,302$8.3M2.98%
VERIZON COMMUNICATIONS INCBACCommunication Services184,961$8.3M2.97%
DUKE ENERGY CORPDUKUtilities71,993$8.3M2.96%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy277,867$8.1M2.89%
CONSOLIDATED EDISON INCEDUtilities75,201$7.8M2.80%
STARWOOD PROPERTY TRUST INCSTWDReal Estate365,791$7.5M2.66%
INVESCO LTDIVZFinancial Services422,711$7.4M2.65%
ENBRIDGE INCENBEnergy177,903$7.2M2.58%
GENERAL MILLS INCGISConsumer Defensive96,556$7.1M2.55%
JOHNSON & JOHNSONJNJHealthcare43,421$7.0M2.51%
CHEVRON CORPCHVEnergy47,287$7.0M2.49%
ARCHER-DANIELS-MIDLAND COADMConsumer Defensive116,379$7.0M2.48%
BLACK HILLS CORPBKHUtilities112,983$6.9M2.47%
TORONTO DOMINION BANKTDFinancial Services106,266$6.7M2.40%
BRITISH AMERICAN TOBACCO PLCBTIConsumer Defensive180,776$6.6M2.36%
UNIVERSAL CORPUVVConsumer Defensive123,842$6.6M2.35%