Insight Folios Inc

data from 30/09/2024

Capitalization

$ 280.011 M 14.88 %

Average holding period

12 ans

Performance

$ 59.911 M 39.27 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Insight Folios Inc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/09/30 OKE ONEOK INC NEW 4.00% 11.193 M $ 122822 2023/09/30 974.556 K $ 11.54 %
2024/09/30 OHI OMEGA HEALTHCARE INVS INC 3.25% 9.105 M $ 223713 2019/12/31 1.452 M $ 19.65 %
2024/09/30 T AT&T INC 3.16% 8.860 M $ 402731 2019/12/31 1.157 M $ 15.80 %
2024/09/30 SO SOUTHERN CO 3.11% 8.720 M $ 96698 2019/12/31 1.238 M $ 16.99 %
2024/09/30 ET ENERGY TRANSFER L P 3.11% 8.705 M $ 542364 2019/12/31 -161.141 K $ -1.91 %
2024/09/30 IBM INTERNATIONAL BUSINESS MACHS 3.03% 8.483 M $ 38369 2019/12/31 1.687 M $ 26.59 %
2024/09/30 XOM EXXON MOBIL CORP 3.03% 8.478 M $ 72329 2019/12/31 156.159 K $ 1.96 %
2024/09/30 O REALTY INCOME CORP 3.02% 8.452 M $ 133271 2020/09/30 1.398 M $ 20.94 %
2024/09/30 ABBV ABBVIE INC 2.98% 8.356 M $ 42313 2019/12/31 1.094 M $ 15.81 %
2024/09/30 MO ALTRIA GROUP INC 2.98% 8.335 M $ 163302 2019/12/31 783.614 K $ 11.00 %
2024/09/30 VZ VERIZON COMMUNICATIONS INC 2.97% 8.307 M $ 184961 2019/12/31 551.370 K $ 7.69 %
2024/09/30 DUK DUKE ENERGY CORP NEW 2.96% 8.301 M $ 71993 2019/12/31 1.098 M $ 15.91 %
2024/09/30 EPD ENTERPRISE PRODS PARTNERS L 2.89% 8.089 M $ 277867 2019/12/31 31.688 K $ 0.41 %
2024/09/30 ED CONSOLIDATED EDISON INC 2.80% 7.831 M $ 75201 2021/06/30 1.098 M $ 17.13 %
2024/09/30 STWD STARWOOD PPTY TR INC 2.66% 7.455 M $ 365791 2019/12/31 557.592 K $ 8.61 %
2024/09/30 IVZ INVESCO LTD 2.65% 7.423 M $ 422711 2019/12/31 1.079 M $ 18.12 %
2024/09/30 ENB ENBRIDGE INC 2.58% 7.225 M $ 177903 2019/12/31 900.553 K $ 15.00 %
2024/09/30 GIS GENERAL MLS INC 2.55% 7.131 M $ 96556 2019/12/31 958.214 K $ 16.68 %
2024/09/30 JNJ JOHNSON & JOHNSON 2.51% 7.037 M $ 43421 2019/12/31 638.842 K $ 10.69 %
2024/09/30 CVX CHEVRON CORP NEW 2.49% 6.964 M $ 47287 2019/12/31 -407.564 K $ -5.91 %
2024/09/30 ADM ARCHER DANIELS MIDLAND CO 2.48% 6.953 M $ 116379 2019/12/31 -98.690 K $ -1.49 %
2024/09/30 BKH BLACK HILLS CORP 2.47% 6.906 M $ 112983 2021/09/30 744.442 K $ 12.91 %
2024/09/30 TD TORONTO DOMINION BK ONT 2.40% 6.722 M $ 106266 2019/12/31 869.104 K $ 15.87 %
2024/09/30 BTI BRITISH AMERN TOB PLC 2.36% 6.613 M $ 180776 2022/09/30 928.334 K $ 17.78 %
2024/09/30 UVV UNIVERSAL CORP VA 2.35% 6.577 M $ 123842 2021/09/30 632.441 K $ 11.35 %
2024/09/30 NUE NUCOR CORP 2.35% 6.568 M $ 43689 2020/06/30 -268.684 K $ -4.21 %
2024/09/30 BNS BANK NOVA SCOTIA HALIFAX 2.22% 6.217 M $ 114101 2024/03/31 953.378 K $ 19.75 %
2024/09/30 DOW DOW INC 2.17% 6.084 M $ 111374 2022/09/30 205.812 K $ 3.77 %
2024/09/30 HSBC HSBC HLDGS PLC 2.11% 5.912 M $ 130832 2024/03/31 167.715 K $ 3.17 %
2024/09/30 WU WESTERN UN CO 1.99% 5.565 M $ 466494 2024/03/31 -96.693 K $ -1.88 %
2024/09/30 VGR VECTOR GROUP LTD 1.35% 3.791 M $ 254091 2019/12/31 2.434 M $ 37.65 %
2024/09/30 SQM SOCIEDAD QUIMICA Y MINERA DE 1.05% 2.950 M $ 70789 2022/09/30 89.576 K $ 3.21 %
2024/09/30 PG PROCTER AND GAMBLE CO 0.68% 1.903 M $ 10990 2019/12/31 114.682 K $ 6.35 %
2024/09/30 MSFT MICROSOFT CORP 0.50% 1.413 M $ 3283 2021/06/30 -88.646 K $ -5.91 %
2024/09/30 AAPL APPLE INC 0.44% 1.232 M $ 5289 2020/06/30 89.228 K $ 7.71 %
2024/09/30 EMR EMERSON ELEC CO 0.43% 1.202 M $ 10992 2019/12/31 14.683 K $ 1.20 %
2024/09/30 BSV VANGUARD BD INDEX FDS 0.42% 1.188 M $ 15100 2019/12/31 35.306 K $ 3.01 %
2024/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.42% 1.165 M $ 6709 2022/03/31 9.152 K $ 0.77 %
2024/09/30 WAL WESTERN ALLIANCE BANCORP 0.39% 1.082 M $ 12510 2023/06/30 306.795 K $ 38.03 %
2024/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.35% 982.655 K $ 2135 2019/12/31 101.328 K $ 13.54 %
2024/09/30 TMUS T-MOBILE US INC 0.31% 857.238 K $ 4154 2023/06/30 114.521 K $ 15.48 %
2024/09/30 GS GOLDMAN SACHS GROUP INC 0.29% 820.031 K $ 1656 2022/03/31 52.427 K $ 6.95 %
2024/09/30 WD WALKER & DUNLOP INC 0.28% 782.666 K $ 6890 2021/09/30 136.225 K $ 20.08 %
2024/09/30 HASI HA SUSTAINABLE INFRA CAP INC 0.28% 773.782 K $ 22448 2023/06/30 129.230 K $ 19.39 %
2024/09/30 BEN FRANKLIN RESOURCES INC 0.28% 770.082 K $ 38217 2020/06/30 -75.141 K $ -8.86 %
2024/09/30 TSCO TRACTOR SUPPLY CO 0.27% 753.439 K $ 2590 2021/09/30 12.045 K $ 1.72 %
2024/09/30 PPL PPL CORP 0.26% 727.653 K $ 21997 2021/09/30 134.500 K $ 20.69 %
2024/09/30 NEE NEXTERA ENERGY INC 0.25% 713.391 K $ 8439 2022/03/31 121.619 K $ 20.66 %
2024/09/30 AMT AMERICAN TOWER CORP NEW 0.25% 702.135 K $ 3019 2021/09/30 115.504 K $ 19.83 %
2024/09/30 RWT REDWOOD TRUST INC 0.24% 677.538 K $ 87650 2023/06/30 119.146 K $ 20.96 %
2024/09/30 TGT TARGET CORP 0.24% 671.434 K $ 4308 2019/12/31 43.475 K $ 6.84 %
2024/09/30 OGS ONE GAS INC 0.23% 648.954 K $ 8720 2023/12/31 50.750 K $ 18.23 %
2024/09/30 COST COSTCO WHSL CORP NEW 0.23% 648.251 K $ 731 2021/09/30 30.229 K $ 4.81 %
2024/09/30 DE DEERE & CO 0.23% 642.271 K $ 1539 2023/12/31 86.707 K $ 15.08 %
2024/09/30 AVGO BROADCOM INC 0.23% 634.190 K $ 3676 2021/09/30 32.080 K $ 5.24 %
2024/09/30 VICI VICI PPTYS INC 0.21% 600.761 K $ 18035 2023/03/31 95.226 K $ 18.89 %
2024/09/30 BIP BROOKFIELD INFRAST PARTNERS 0.21% 586.605 K $ 16741 2021/09/30 128.106 K $ 28.79 %
2024/09/30 HD HOME DEPOT INC 0.21% 581.881 K $ 1436 2021/09/30 99.374 K $ 20.05 %
2024/09/30 DFS DISCOVER FINL SVCS 0.20% 561.821 K $ 4005 2020/06/30 30.233 K $ 5.61 %
2024/09/30 AY ATLANTICA SUSTAINABLE INFR P 0.19% 541.917 K $ 24655 2023/06/30 1.685 K $ 0.32 %
2024/09/30 EQL ALPS ETF TR 0.19% 531.443 K $ 4166 2023/03/31 42.464 K $ 8.59 %
2024/09/30 CVS CVS HEALTH CORP 0.19% 518.789 K $ 8250 2023/06/30 37.688 K $ 8.01 %
2024/09/30 IXUS ISHARES TR 0.19% 518.041 K $ 7133 2023/03/31 36.308 K $ 7.46 %
2024/09/30 QCOM QUALCOMM INC 0.18% 516.719 K $ 3039 2019/12/31 -92.908 K $ -15.05 %
2024/09/30 MMM 3M CO 0.18% 494.293 K $ 3616 2021/06/30 130.681 K $ 35.32 %
2024/09/30 TXN TEXAS INSTRS INC 0.17% 472.200 K $ 2286 2022/03/31 27.375 K $ 6.15 %
2024/09/30 GRMN GARMIN LTD 0.17% 471.920 K $ 2681 2023/06/30 40.460 K $ 9.16 %
2024/09/30 KSS KOHLS CORP 0.16% 452.473 K $ 21444 2019/12/31 -16.386 K $ -3.44 %
2024/09/30 KO COCA COLA CO 0.16% 452.307 K $ 6294 2021/06/30 53.238 K $ 13.48 %
2024/09/30 NVDA NVIDIA CORPORATION 0.16% 439.137 K $ 3616 2023/06/30 -10.953 K $ -2.32 %
2024/09/30 UNH UNITEDHEALTH GROUP INC 0.16% 436.002 K $ 746 2021/06/30 83.007 K $ 17.68 %
2024/09/30 WMT WALMART INC 0.15% 432.033 K $ 5350 2021/06/30 70.729 K $ 19.60 %
2024/09/30 AFL AFLAC INC 0.15% 425.975 K $ 3810 2021/06/30 85.684 K $ 25.46 %
2024/09/30 VFC V F CORP 0.15% 411.598 K $ 20631 2023/06/30 145.435 K $ 52.67 %
2024/09/30 CEG CONSTELLATION ENERGY CORP 0.14% 397.856 K $ 1530 2024/03/31 86.028 K $ 27.45 %
2024/09/30 APD AIR PRODS & CHEMS INC 0.14% 395.480 K $ 1328 2021/06/30 67.586 K $ 19.53 %
2024/09/30 TFLO ISHARES TR 0.14% 388.446 K $ 7677 2022/06/30 1.085 K $ 0.28 %
2024/09/30 LOW LOWES COS INC 0.14% 381.316 K $ 1408 2021/06/30 79.518 K $ 25.99 %
2024/09/30 ELV ELEVANCE HEALTH INC 0.14% 379.611 K $ 730 2023/06/30 -9.966 K $ -2.69 %
2024/09/30 GWW GRAINGER W W INC 0.13% 376.389 K $ 362 2021/06/30 50.487 K $ 15.80 %
2024/09/30 SWK STANLEY BLACK & DECKER INC 0.13% 371.477 K $ 3373 2021/06/30 106.789 K $ 40.53 %
2024/09/30 MCD MCDONALDS CORP 0.13% 365.296 K $ 1200 2021/06/30 63.842 K $ 21.39 %
2024/09/30 ENLC ENLINK MIDSTREAM LLC 0.13% 363.866 K $ 25077 2021/09/30 14.018 K $ 4.72 %
2024/09/30 GM GENERAL MTRS CO 0.13% 360.162 K $ 8032 2023/06/30 -14.797 K $ -3.96 %
2024/09/30 CINF CINCINNATI FINL CORP 0.13% 360.021 K $ 2645 2021/06/30 43.848 K $ 14.33 %
2024/09/30 CL COLGATE PALMOLIVE CO 0.13% 358.680 K $ 3455 2021/06/30 28.275 K $ 8.52 %
2024/09/30 CLX CLOROX CO DEL 0.13% 357.664 K $ 2195 2021/06/30 61.124 K $ 21.01 %
2024/09/30 DOV DOVER CORP 0.13% 355.306 K $ 1853 2021/06/30 26.948 K $ 8.18 %
2024/09/30 DPZ DOMINOS PIZZA INC 0.13% 355.249 K $ 826 2021/09/30 -62.198 K $ -14.57 %
2024/09/30 CAH CARDINAL HEALTH INC 0.13% 352.419 K $ 3189 2021/06/30 39.862 K $ 12.98 %
2024/09/30 NSC NORFOLK SOUTHN CORP 0.12% 347.314 K $ 1398 2022/06/30 48.043 K $ 16.05 %
2024/09/30 AOS SMITH A O CORP 0.12% 346.271 K $ 3855 2021/06/30 36.573 K $ 11.80 %
2024/09/30 CME CME GROUP INC 0.12% 345.942 K $ 1568 2021/09/30 39.938 K $ 12.80 %
2024/09/30 GD GENERAL DYNAMICS CORP 0.12% 343.655 K $ 1137 2021/06/30 15.992 K $ 4.94 %
2024/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.12% 338.861 K $ 1225 2021/06/30 49.066 K $ 17.20 %
2024/09/30 AMZN AMAZON COM INC 0.12% 337.257 K $ 1810 2023/06/30 -20.468 K $ -5.62 %
2024/09/30 STAG STAG INDL INC 0.12% 334.855 K $ 8566 2021/09/30 29.647 K $ 9.62 %
2024/09/30 KMB KIMBERLY-CLARK CORP 0.12% 325.929 K $ 2291 2021/06/30 9.999 K $ 3.23 %
2024/09/30 PEP PEPSICO INC 0.12% 324.055 K $ 1906 2021/06/30 13.102 K $ 4.34 %
2024/09/30 ITW ILLINOIS TOOL WKS INC 0.11% 320.190 K $ 1222 2021/06/30 34.191 K $ 12.10 %