Insight Folios Inc current holdings: USA Stocks
Insight Folios Inc reported $0.25 billion in share positions in stocks (listed in the US), 104 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are OKE, OHI, T.
- OKE: Country of operation United States; Class COM; Shares 122,822; Value $11,192,813.
- OHI: Country of operation United States; Class COM; Shares 223,713; Value $9,105,124.
- T: Country of operation United States; Class COM; Shares 402,731; Value $8,860,073.
- SO: Country of operation United States; Class COM; Shares 96,698; Value $8,720,203.
Form 13F-HR as filed (SEC CIK 1792942): quarter ended 2024-09-30, filed 2024-10-24. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| OKE ONEOK INC NEW | United States | COM | 122,822 | $11,192,813 | 4.13% | 2024-09-30 | 2024-10-24 | -4.69% |
| OHI OMEGA HEALTHCARE INVS INC | United States | COM | 223,713 | $9,105,124 | 3.36% | 2024-09-30 | 2024-10-24 | +14.35% |
| T AT&T INC | United States | COM | 402,731 | $8,860,073 | 3.27% | 2024-09-30 | 2024-10-24 | +11.27% |
| SO SOUTHERN CO | United States | COM | 96,698 | $8,720,203 | 3.21% | 2024-09-30 | 2024-10-24 | -7.46% |
| ET ENERGY TRANSFER L P | United States | COM UT LTD PTN | 542,364 | $8,704,945 | 3.21% | 2024-09-30 | 2024-10-24 | +24.05% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 38,369 | $8,482,566 | 3.13% | 2024-09-30 | 2024-10-24 | -0.49% |
| XOMXXXX EXXON MOBIL CORP | COM | 72,329 | $8,478,357 | 3.12% | 2024-09-30 | 2024-10-24 | ||
| O REALTY INCOME CORP | United States | COM | 133,271 | $8,452,074 | 3.12% | 2024-09-30 | 2024-10-24 | -13.06% |
| ABBV ABBVIE INC | United States | COM | 42,313 | $8,355,986 | 3.08% | 2024-09-30 | 2024-10-24 | +33.32% |
| MO ALTRIA GROUP INC | United States | COM | 163,302 | $8,334,928 | 3.07% | 2024-09-30 | 2024-10-24 | +34.64% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 184,961 | $8,306,586 | 3.06% | 2024-09-30 | 2024-10-24 | +2.38% |
| DUK DUKE ENERGY CORP NEW | United States | COM NEW | 71,993 | $8,300,738 | 3.06% | 2024-09-30 | 2024-10-24 | -0.95% |
| EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 277,867 | $8,088,709 | 2.98% | 2024-09-30 | 2024-10-24 | +23.74% |
| ED CONSOLIDATED EDISON INC | United States | COM | 75,201 | $7,830,700 | 2.89% | 2024-09-30 | 2024-10-24 | -0.77% |
| STWD STARWOOD PPTY TR INC | United States | COM | 365,791 | $7,454,818 | 2.75% | 2024-09-30 | 2024-10-24 | -29.54% |
| IVZ INVESCO LTD | United States | SHS | 422,711 | $7,422,801 | 2.74% | 2024-09-30 | 2024-10-24 | +73.23% |
| ENB ENBRIDGE INC | COM | 177,903 | $7,224,641 | 2.66% | 2024-09-30 | 2024-10-24 | +14.87% | |
| GIS GENERAL MLS INC | United States | COM | 96,556 | $7,130,637 | 2.63% | 2024-09-30 | 2024-10-24 | -54.20% |
| JNJ JOHNSON & JOHNSON | United States | COM | 43,421 | $7,036,829 | 2.59% | 2024-09-30 | 2024-10-24 | +65.11% |
| CVX CHEVRON CORP NEW | United States | COM | 47,287 | $6,963,934 | 2.57% | 2024-09-30 | 2024-10-24 | +38.78% |
| ADM ARCHER DANIELS MIDLAND CO | United States | COM | 116,379 | $6,952,510 | 2.56% | 2024-09-30 | 2024-10-24 | +32.91% |
| BKH BLACK HILLS CORP | United States | COM | 112,983 | $6,905,542 | 2.55% | 2024-09-30 | 2024-10-24 | +14.97% |
| TD TORONTO DOMINION BK ONT | COM NEW | 106,266 | $6,722,387 | 2.48% | 2024-09-30 | 2024-10-24 | +88.11% | |
| UVV UNIVERSAL CORP VA | United States | COM | 123,842 | $6,577,231 | 2.42% | 2024-09-30 | 2024-10-24 | -21.58% |
| NUE NUCOR CORP | United States | COM | 43,689 | $6,568,193 | 2.42% | 2024-09-30 | 2024-10-24 | +57.14% |
| BNS BANK NOVA SCOTIA HALIFAX | COM | 114,101 | $6,217,363 | 2.29% | 2024-09-30 | 2024-10-24 | +69.70% | |
| DOW DOW INC | United States | COM | 111,374 | $6,084,341 | 2.24% | 2024-09-30 | 2024-10-24 | -49.46% |
| WU WESTERN UN CO | United States | COM | 466,494 | $5,565,274 | 2.05% | 2024-09-30 | 2024-10-24 | -49.96% |
| PG PROCTER AND GAMBLE CO | United States | COM | 10,990 | $1,903,488 | 0.70% | 2024-09-30 | 2024-10-24 | -14.36% |
| MSFT MICROSOFT CORP | United States | COM | 3,283 | $1,412,586 | 0.52% | 2024-09-30 | 2024-10-24 | +18.28% |
| AAPL APPLE INC | United States | COM | 5,289 | $1,232,228 | 0.45% | 2024-09-30 | 2024-10-24 | |
| EMR EMERSON ELEC CO | United States | COM | 10,992 | $1,202,239 | 0.44% | 2024-09-30 | 2024-10-24 | +43.77% |
| WAL WESTERN ALLIANCE BANCORP | United States | COM | 12,510 | $1,081,950 | 0.40% | 2024-09-30 | 2024-10-24 | -12.41% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2,135 | $982,655 | 0.36% | 2024-09-30 | 2024-10-24 | ||
| TMUS T-MOBILE US INC | United States | COM | 4,154 | $857,238 | 0.32% | 2024-09-30 | 2024-10-24 | -21.02% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 1,656 | $820,031 | 0.30% | 2024-09-30 | 2024-10-24 | +85.06% |
| WD WALKER & DUNLOP INC | United States | COM | 6,890 | $782,666 | 0.29% | 2024-09-30 | 2024-10-24 | -68.04% |
| HASI HA SUSTAINABLE INFRA CAP INC | United States | COM | 22,448 | $773,782 | 0.29% | 2024-09-30 | 2024-10-24 | +3.16% |
| BEN FRANKLIN RESOURCES INC | United States | COM | 38,217 | $770,082 | 0.28% | 2024-09-30 | 2024-10-24 | +62.13% |
| TSCO TRACTOR SUPPLY CO | United States | COM | 2,590 | $753,439 | 0.28% | 2024-09-30 | 2024-10-24 | -45.85% |
| PPL PPL CORP | United States | COM | 21,997 | $727,653 | 0.27% | 2024-09-30 | 2024-10-24 | -1.51% |
| NEE NEXTERA ENERGY INC | United States | COM | 8,439 | $713,391 | 0.26% | 2024-09-30 | 2024-10-24 | -10.22% |
| AMT AMERICAN TOWER CORP NEW | United States | COM | 3,019 | $702,135 | 0.26% | 2024-09-30 | 2024-10-24 | -28.04% |
| RWT REDWOOD TRUST INC | United States | COM | 87,650 | $677,538 | 0.25% | 2024-09-30 | 2024-10-24 | -50.19% |
| TGT TARGET CORP | United States | COM | 4,308 | $671,434 | 0.25% | 2024-09-30 | 2024-10-24 | +0.37% |
| OGS ONE GAS INC | United States | COM | 8,720 | $648,954 | 0.24% | 2024-09-30 | 2024-10-24 | -2.98% |
| COST COSTCO WHSL CORP NEW | United States | COM | 731 | $648,251 | 0.24% | 2024-09-30 | 2024-10-24 | +4.29% |
| DE DEERE & CO | United States | COM | 1,539 | $642,271 | 0.24% | 2024-09-30 | 2024-10-24 | +63.06% |
| AVGO BROADCOM INC | United States | COM | 3,676 | $634,190 | 0.23% | 2024-09-30 | 2024-10-24 | +105.86% |
| VICI VICI PPTYS INC | United States | COM | 18,035 | $600,761 | 0.22% | 2024-09-30 | 2024-10-24 | -30.35% |
| BIP BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 16,741 | $586,605 | 0.22% | 2024-09-30 | 2024-10-24 | ||
| HD HOME DEPOT INC | United States | COM | 1,436 | $581,881 | 0.21% | 2024-09-30 | 2024-10-24 | -28.91% |
| CVS CVS HEALTH CORP | United States | COM | 8,250 | $518,789 | 0.19% | 2024-09-30 | 2024-10-24 | +38.52% |
| QCOM QUALCOMM INC | United States | COM | 3,039 | $516,719 | 0.19% | 2024-09-30 | 2024-10-24 | +8.26% |
| MMM 3M CO | United States | COM | 3,616 | $494,293 | 0.18% | 2024-09-30 | 2024-10-24 | +23.26% |
| TXN TEXAS INSTRS INC | United States | COM | 2,286 | $472,200 | 0.17% | 2024-09-30 | 2024-10-24 | +36.37% |
| GRMN GARMIN LTD | SHS | 2,681 | $471,920 | 0.17% | 2024-09-30 | 2024-10-24 | +64.88% | |
| KSS KOHLS CORP | United States | COM | 21,444 | $452,473 | 0.17% | 2024-09-30 | 2024-10-24 | -13.18% |
| KO COCA COLA CO | United States | COM | 6,294 | $452,307 | 0.17% | 2024-09-30 | 2024-10-24 | +20.85% |
| NVDA NVIDIA CORPORATION | United States | COM | 3,616 | $439,137 | 0.16% | 2024-09-30 | 2024-10-24 | +87.10% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 746 | $436,002 | 0.16% | 2024-09-30 | 2024-10-24 | -35.87% |
| WMT WALMART INC | United States | COM | 5,350 | $432,033 | 0.16% | 2024-09-30 | 2024-10-24 | +32.26% |
| AFL AFLAC INC | United States | COM | 3,810 | $425,975 | 0.16% | 2024-09-30 | 2024-10-24 | +1.66% |
| VFC V F CORP | United States | COM | 20,631 | $411,598 | 0.15% | 2024-09-30 | 2024-10-24 | -27.32% |
| CEG CONSTELLATION ENERGY CORP | United States | COM | 1,530 | $397,856 | 0.15% | 2024-09-30 | 2024-10-24 | +1.75% |
| APD AIR PRODS & CHEMS INC | United States | COM | 1,328 | $395,480 | 0.15% | 2024-09-30 | 2024-10-24 | -6.23% |
| LOW LOWES COS INC | United States | COM | 1,408 | $381,316 | 0.14% | 2024-09-30 | 2024-10-24 | -30.86% |
| ELV ELEVANCE HEALTH INC | United States | COM | 730 | $379,611 | 0.14% | 2024-09-30 | 2024-10-24 | -24.47% |
| GWW GRAINGER W W INC | United States | COM | 362 | $376,389 | 0.14% | 2024-09-30 | 2024-10-24 | +20.20% |
| SWK STANLEY BLACK & DECKER INC | United States | COM | 3,373 | $371,477 | 0.14% | 2024-09-30 | 2024-10-24 | -19.38% |
| MCD MCDONALDS CORP | United States | COM | 1,200 | $365,296 | 0.13% | 2024-09-30 | 2024-10-24 | -23.16% |
| GM GENERAL MTRS CO | United States | COM | 8,032 | $360,162 | 0.13% | 2024-09-30 | 2024-10-24 | +79.46% |
| CINF CINCINNATI FINL CORP | United States | COM | 2,645 | $360,021 | 0.13% | 2024-09-30 | 2024-10-24 | +18.37% |
| CL COLGATE PALMOLIVE CO | United States | COM | 3,455 | $358,680 | 0.13% | 2024-09-30 | 2024-10-24 | -16.71% |
| CLX CLOROX CO DEL | United States | COM | 2,195 | $357,664 | 0.13% | 2024-09-30 | 2024-10-24 | -49.91% |
| DOV DOVER CORP | United States | COM | 1,853 | $355,306 | 0.13% | 2024-09-30 | 2024-10-24 | -1.06% |
| DPZ DOMINOS PIZZA INC | United States | COM | 826 | $355,249 | 0.13% | 2024-09-30 | 2024-10-24 | -29.83% |
| CAH CARDINAL HEALTH INC | United States | COM | 3,189 | $352,419 | 0.13% | 2024-09-30 | 2024-10-24 | +102.60% |
| NSC NORFOLK SOUTHN CORP | United States | COM | 1,398 | $347,314 | 0.13% | 2024-09-30 | 2024-10-24 | +25.96% |
| AOS SMITH A O CORP | United States | COM | 3,855 | $346,271 | 0.13% | 2024-09-30 | 2024-10-24 | -35.41% |
| CME CME GROUP INC | United States | COM | 1,568 | $345,942 | 0.13% | 2024-09-30 | 2024-10-24 | +19.29% |
| GD GENERAL DYNAMICS CORP | United States | COM | 1,137 | $343,655 | 0.13% | 2024-09-30 | 2024-10-24 | +9.97% |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 1,225 | $338,861 | 0.12% | 2024-09-30 | 2024-10-24 | -5.40% |
| AMZN AMAZON COM INC | United States | COM | 1,810 | $337,257 | 0.12% | 2024-09-30 | 2024-10-24 | +32.38% |
| STAG STAG INDL INC | United States | COM | 8,566 | $334,855 | 0.12% | 2024-09-30 | 2024-10-24 | -5.63% |
| KMB KIMBERLY-CLARK CORP | United States | COM | 2,291 | $325,929 | 0.12% | 2024-09-30 | 2024-10-24 | -30.43% |
| PEP PEPSICO INC | United States | COM | 1,906 | $324,055 | 0.12% | 2024-09-30 | 2024-10-24 | -24.32% |
| ITW ILLINOIS TOOL WKS INC | United States | COM | 1,222 | $320,190 | 0.12% | 2024-09-30 | 2024-10-24 | +1.91% |
| ABT ABBOTT LABS | United States | COM | 2,691 | $306,772 | 0.11% | 2024-09-30 | 2024-10-24 | -11.46% |
| PSX PHILLIPS 66 | United States | COM | 2,325 | $305,591 | 0.11% | 2024-09-30 | 2024-10-24 | +91.90% |
| SYY SYSCO CORP | United States | COM | 3,897 | $304,230 | 0.11% | 2024-09-30 | 2024-10-24 | +0.55% |
| MDT MEDTRONIC PLC | Ireland | SHS | 3,345 | $301,150 | 0.11% | 2024-09-30 | 2024-10-24 | -3.27% |
| PPG PPG INDS INC | United States | COM | 2,217 | $293,613 | 0.11% | 2024-09-30 | 2024-10-24 | -19.96% |
| MAA MID-AMER APT CMNTYS INC | United States | COM | 1,822 | $289,537 | 0.11% | 2024-09-30 | 2024-10-24 | -25.47% |
| GPC GENUINE PARTS CO | United States | COM | 2,053 | $286,746 | 0.11% | 2024-09-30 | 2024-10-24 | -9.11% |
| HRL HORMEL FOODS CORP | United States | COM | 9,007 | $285,535 | 0.11% | 2024-09-30 | 2024-10-24 | -37.38% |
| TROW PRICE T ROWE GROUP INC | United States | COM | 2,612 | $284,561 | 0.10% | 2024-09-30 | 2024-10-24 | -4.06% |
| MELI MERCADOLIBRE INC | COM | 127 | $260,599 | 0.10% | 2024-09-30 | 2024-10-24 | -15.94% | |
| AXON AXON ENTERPRISE INC | United States | COM | 599 | $239,360 | 0.09% | 2024-09-30 | 2024-10-24 | +5.00% |
| TSLA TESLA INC | United States | COM | 829 | $216,891 | 0.08% | 2024-09-30 | 2024-10-24 | +34.86% |
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