Insight Folios Inc Top Holdings and 13F Report (2024) About Insight Folios IncInvestment ActivityInsight Folios Inc has $280.01 million in total holdings as of September 30, 2024.Insight Folios Inc owns shares of 119 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 5.85% of the portfolio was purchased this quarter.About 2.07% of the portfolio was sold this quarter.This quarter, Insight Folios Inc has purchased 114 new stocks and bought additional shares in 76 stocks.Insight Folios Inc sold shares of 36 stocks and completely divested from 0 stocks this quarter.Largest Holdings ONEOK $11,192,813Omega Healthcare Investors $9,105,124AT&T $8,860,073Southern $8,720,203Energy Transfer $8,704,945 Largest New Holdings this Quarter Axon Enterprise $239,360 HoldingTesla $216,891 HoldingShift4 Payments $209,628 HoldingApplied Industrial Technologies $204,164 HoldingPaylocity $202,748 Holding Largest Purchases this Quarter ONEOK 19,256 shares (about $1.75M)Broadcom 3,295 shares (about $568.46K)Western Union 46,087 shares (about $549.82K)Nucor 3,346 shares (about $503.04K)Verizon Communications 11,027 shares (about $495.22K) Largest Sales this Quarter Vector Group 357,529 shares (about $5.33M)UnitedHealth Group 176 shares (about $102.86K)PPL 1,517 shares (about $50.18K)Apple 202 shares (about $47.06K)Microsoft 71 shares (about $30.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInsight Folios Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorOKEONEOK$11,192,813$1,754,806 ▲18.6%122,8224.0%Oils/EnergyOHIOmega Healthcare Investors$9,105,124$322,670 ▲3.7%223,7133.3%FinanceTAT&T$8,860,073$433,268 ▲5.1%402,7313.2%Computer and TechnologySOSouthern$8,720,203$252,684 ▲3.0%96,6983.1%UtilitiesETEnergy Transfer$8,704,945$361,976 ▲4.3%542,3643.1%Oils/EnergyIBMInternational Business Machines$8,482,566$370,086 ▲4.6%38,3693.0%Computer and TechnologyXOMExxon Mobil$8,478,357$378,853 ▲4.7%72,3293.0%Oils/EnergyORealty Income$8,452,074$433,223 ▲5.4%133,2713.0%FinanceABBVAbbVie$8,355,986$383,309 ▲4.8%42,3133.0%MedicalMOAltria Group$8,334,928$351,767 ▲4.4%163,3023.0%Consumer StaplesVZVerizon Communications$8,306,586$495,222 ▲6.3%184,9613.0%Computer and TechnologyDUKDuke Energy$8,300,738$362,847 ▲4.6%71,9933.0%UtilitiesEPDEnterprise Products Partners$8,088,709$401,514 ▲5.2%277,8672.9%Oils/EnergyEDConsolidated Edison$7,830,700$368,829 ▲4.9%75,2012.8%UtilitiesSTWDStarwood Property Trust$7,454,818$483,210 ▲6.9%365,7912.7%FinanceIVZInvesco$7,422,801$430,518 ▲6.2%422,7112.7%FinanceENBEnbridge$7,224,641$376,049 ▲5.5%177,9032.6%Oils/EnergyGISGeneral Mills$7,130,637$423,159 ▲6.3%96,5562.5%Consumer StaplesJNJJohnson & Johnson$7,036,829$408,717 ▲6.2%43,4212.5%MedicalCVXChevron$6,963,934$475,091 ▲7.3%47,2872.5%Oils/EnergyADMArcher-Daniels-Midland$6,952,510$401,634 ▲6.1%116,3792.5%Consumer StaplesBKHBlack Hills$6,905,542$423,991 ▲6.5%112,9832.5%UtilitiesTDToronto-Dominion Bank$6,722,387$417,389 ▲6.6%106,2662.4%FinanceBTIBritish American Tobacco$6,612,793$438,521 ▲7.1%180,7762.4%Consumer StaplesUVVUniversal$6,577,231$436,669 ▲7.1%123,8422.3%Consumer StaplesNUENucor$6,568,193$503,037 ▲8.3%43,6892.3%Basic MaterialsBNSBank of Nova Scotia$6,217,363$464,364 ▲8.1%114,1012.2%FinanceDOWDOW$6,084,341$462,605 ▲8.2%111,3742.2%Basic MaterialsHSBCHSBC$5,912,298$420,222 ▲7.7%130,8322.1%FinanceWUWestern Union$5,565,274$549,818 ▲11.0%466,4942.0%Business ServicesVGRVector Group$3,791,044$5,334,342 ▼-58.5%254,0911.4%Multi-Sector ConglomeratesSQMSociedad Química y Minera de Chile$2,950,486$100,449 ▲3.5%70,7891.1%Basic MaterialsPGProcter & Gamble$1,903,488$8,140 ▲0.4%10,9900.7%Consumer StaplesMSFTMicrosoft$1,412,586$30,549 ▼-2.1%3,2830.5%Computer and TechnologyAAPLApple$1,232,228$47,062 ▼-3.7%5,2890.4%Computer and TechnologyEMREmerson Electric$1,202,239$14,437 ▼-1.2%10,9920.4%Industrial ProductsBSVVanguard Short-Term Bond ETF$1,188,203$14,479 ▼-1.2%15,1000.4%ETFTSMTaiwan Semiconductor Manufacturing$1,165,152$21,014 ▼-1.8%6,7090.4%Computer and TechnologyWALWestern Alliance Bancorporation$1,081,950$28,714 ▼-2.6%12,5100.4%FinanceBRK.BBerkshire Hathaway$982,655$135,777 ▲16.0%2,1350.4%FinanceTMUST-Mobile US$857,238$9,080 ▼-1.0%4,1540.3%Computer and TechnologyGSThe Goldman Sachs Group$820,031$5,447 ▼-0.7%1,6560.3%FinanceWDWalker & Dunlop$782,666$2,045 ▼-0.3%6,8900.3%FinanceHASIHannon Armstrong Sustainable Infrastructure Capital$773,782$2,275 ▼-0.3%22,4480.3%FinanceBENFranklin Resources$770,082$5,380 ▲0.7%38,2170.3%FinanceTSCOTractor Supply$753,439$1,745 ▼-0.2%2,5900.3%Retail/WholesalePPLPPL$727,653$50,182 ▼-6.5%21,9970.3%UtilitiesNEENextEra Energy$713,391$10,651 ▲1.5%8,4390.3%UtilitiesAMTAmerican Tower$702,135$5,117 ▲0.7%3,0190.3%FinanceRWTRedwood Trust$677,538$325 ▲0.0%87,6500.2%FinanceTGTTarget$671,434$1,870 ▲0.3%4,3080.2%Retail/WholesaleOGSONE Gas$648,954$324,477 ▲100.0%8,7200.2%UtilitiesCOSTCostco Wholesale$648,251$7,981 ▼-1.2%7310.2%Retail/WholesaleDEDeere & Company$642,2710.0%1,5390.2%Industrial ProductsAVGOBroadcom$634,190$568,459 ▲864.8%3,6760.2%Computer and TechnologyVICIVICI Properties$600,761$14,424 ▲2.5%18,0350.2%FinanceBIPBrookfield Infrastructure Partners$586,605$18,396 ▲3.2%16,7410.2%FinanceHDHome Depot$581,881$1,621 ▼-0.3%1,4360.2%Retail/WholesaleDFSDiscover Financial Services$561,821$15,992 ▼-2.8%4,0050.2%FinanceAYAtlantica Sustainable Infrastructure$541,917$12,660 ▲2.4%24,6550.2%Oils/EnergyEQLALPS Equal Sector Weight ETF$531,443$3,317 ▼-0.6%4,1660.2%ETFCVSCVS Health$518,789$17,733 ▲3.5%8,2500.2%Retail/WholesaleIXUSiShares Core MSCI Total International Stock ETF$518,041$5,156 ▼-1.0%7,1330.2%ManufacturingQCOMQUALCOMM$516,719$10,202 ▼-1.9%3,0390.2%Computer and TechnologyMMM3M$494,293$683 ▼-0.1%3,6160.2%Multi-Sector ConglomeratesTXNTexas Instruments$472,200$207 ▼0.0%2,2860.2%Computer and TechnologyGRMNGarmin$471,920$5,105 ▼-1.1%2,6810.2%Computer and TechnologyKSSKohl's$452,473$14,791 ▲3.4%21,4440.2%Retail/WholesaleKOCoca-Cola$452,307$6,396 ▲1.4%6,2940.2%Consumer StaplesNVDANVIDIA$439,137$25,989 ▼-5.6%3,6160.2%Computer and TechnologyUNHUnitedHealth Group$436,002$102,864 ▼-19.1%7460.2%MedicalWMTWalmart$432,033$1,615 ▲0.4%5,3500.2%Retail/WholesaleAFLAflac$425,975$4,696 ▲1.1%3,8100.2%FinanceVFCVF$411,598$3,511 ▲0.9%20,6310.1%Consumer DiscretionaryCEGConstellation Energy$397,856$9,101 ▼-2.2%1,5300.1%Oils/EnergyAPDAir Products and Chemicals$395,480$3,871 ▼-1.0%1,3280.1%Basic MaterialsTFLOiShares Treasury Floating Rate Bond ETF$388,446$3,845 ▼-1.0%7,6770.1%ETFLOWLowe's Companies$381,316$5,416 ▲1.4%1,4080.1%Retail/WholesaleELVElevance Health$379,611$23,401 ▲6.6%7300.1%MedicalGWWW.W. Grainger$376,389$8,318 ▲2.3%3620.1%Industrial ProductsSWKStanley Black & Decker$371,477$8,260 ▲2.3%3,3730.1%Industrial ProductsMCDMcDonald's$365,296$8,828 ▲2.5%1,2000.1%Retail/WholesaleENLCEnLink Midstream$363,866$50,930 ▲16.3%25,0770.1%Oils/EnergyGMGeneral Motors$360,162$448 ▼-0.1%8,0320.1%Auto/Tires/TrucksCINFCincinnati Financial$360,021$7,486 ▲2.1%2,6450.1%FinanceCLColgate-Palmolive$358,680$3,737 ▲1.1%3,4550.1%Consumer StaplesCLXClorox$357,664$10,266 ▲3.0%2,1950.1%Consumer StaplesDOVDover$355,306$4,985 ▲1.4%1,8530.1%Industrial ProductsDPZDomino's Pizza$355,249$430 ▼-0.1%8260.1%Retail/WholesaleCAHCardinal Health$352,419$7,183 ▲2.1%3,1890.1%MedicalNSCNorfolk Southern$347,314$745 ▲0.2%1,3980.1%TransportationAOSA. O. Smith$346,271$5,839 ▲1.7%3,8550.1%Industrial ProductsCMECME Group$345,942$4,413 ▼-1.3%1,5680.1%FinanceGDGeneral Dynamics$343,655$6,347 ▲1.9%1,1370.1%AerospaceADPAutomatic Data Processing$338,861$8,299 ▲2.5%1,2250.1%Business ServicesAMZNAmazon.com$337,257$13,602 ▼-3.9%1,8100.1%Retail/WholesaleSTAGSTAG Industrial$334,855$860 ▲0.3%8,5660.1%FinanceKMBKimberly-Clark$325,929$6,971 ▲2.2%2,2910.1%Consumer StaplesPEPPepsiCo$324,055$12,921 ▲4.2%1,9060.1%Consumer StaplesITWIllinois Tool Works$320,190$7,599 ▲2.4%1,2220.1%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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