Insight Folios Inc Portfolio Holdings

Insight Folios Inc

  • $280 Million
  • Q3 2024

Insight Folios Inc has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $280 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Oneok Inc with a value of $11.2M, Omega Healthcare Investors Inc with a value of $9.1M, At&T Inc. with a value of $8.86M, Energy Transfer LP with a value of $8.7M, and Southern CO with a value of $8.72M.

Examining the 13F form we can see an increase of $36.2M in the current position value, from $244M to 280M.

Below you can find more details about Insight Folios Inc portfolio as well as his latest detailed transactions.

Portfolio value $280 Million
Energy: $51.3 Million
Consumer Defensive: $45.4 Million
Financial Services: $38.2 Million
Utilities: $35.4 Million
Real Estate: $28.4 Million
Communication Services: $18 Million
Healthcare: $17.7 Million
Basic Materials: $16.3 Million
Other: $29.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.35B
$6.58 Million 2.35% of portfolio
123,842
Q3 2024 Added 7.11%
$796M
$677,000 0.24% of portfolio
87,650
Q3 2024 Added 0.05%
$1.9B
$452,000 0.16% of portfolio
21,444
Q3 2024 Added 3.38%
$1.2B
$300,000 0.11% of portfolio
22,868
Q3 2024 Reduced 2.28%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $280 Million
  • Prior Value $244 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Insight Folios Inc Portfolio

Follow Insight Folios Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Folios Inc, based on Form 13F filings with the SEC.

News

Stay updated on Insight Folios Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email