Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Insight Folios Inc (CIK 1792942) reported $280.0M across 119 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: OKE ($11.2M, 4.00%), OHI ($9.1M, 3.25%), T ($8.9M, 3.16%), SO ($8.7M, 3.11%), ET ($8.7M, 3.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | OKE | ONEOK INC NEW | $11.2M | 4.00% | 122,822 | Added |
| 2 | OHI | OMEGA HEALTHCARE INVS INC | $9.1M | 3.25% | 223,713 | Added |
| 3 | T | AT&T INC | $8.9M | 3.16% | 402,731 | Added |
| 4 | SO | SOUTHERN CO | $8.7M | 3.11% | 96,698 | Added |
| 5 | ET | ENERGY TRANSFER L P | $8.7M | 3.11% | 542,364 | Added |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | $8.5M | 3.03% | 38,369 | Added |
| 7 | XOM | EXXON MOBIL CORP | $8.5M | 3.03% | 72,329 | Added |
| 8 | O | REALTY INCOME CORP | $8.5M | 3.02% | 133,271 | Added |
| 9 | ABBV | ABBVIE INC | $8.4M | 2.98% | 42,313 | Added |
| 10 | MO | ALTRIA GROUP INC | $8.3M | 2.98% | 163,302 | Added |
| 11 | VZ | VERIZON COMMUNICATIONS INC | $8.3M | 2.97% | 184,961 | Added |
| 12 | DUK | DUKE ENERGY CORP NEW | $8.3M | 2.96% | 71,993 | Added |
| 13 | EPD | ENTERPRISE PRODS PARTNERS L | $8.1M | 2.89% | 277,867 | Added |
| 14 | ED | CONSOLIDATED EDISON INC | $7.8M | 2.80% | 75,201 | Added |
| 15 | STWD | STARWOOD PPTY TR INC | $7.5M | 2.66% | 365,791 | Added |
| 16 | IVZ | INVESCO LTD | $7.4M | 2.65% | 422,711 | Added |
| 17 | ENB | ENBRIDGE INC | $7.2M | 2.58% | 177,903 | Added |
| 18 | GIS | GENERAL MLS INC | $7.1M | 2.55% | 96,556 | Added |
| 19 | JNJ | JOHNSON & JOHNSON | $7.0M | 2.51% | 43,421 | Added |
| 20 | CVX | CHEVRON CORP NEW | $7.0M | 2.49% | 47,287 | Added |
| 21 | ADM | ARCHER DANIELS MIDLAND CO | $7.0M | 2.48% | 116,379 | Added |
| 22 | BKH | BLACK HILLS CORP | $6.9M | 2.47% | 112,983 | Added |
| 23 | TD | TORONTO DOMINION BK ONT | $6.7M | 2.40% | 106,266 | Added |
| 24 | BTI | BRITISH AMERN TOB PLC | $6.6M | 2.36% | 180,776 | Added |
| 25 | NUE | NUCOR CORP | $6.6M | 2.35% | 43,689 | Added |
Source: SEC Form 13F filings · as of 2024-09-30