$224 Million is the total value of Insight Folios Inc's 120 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $467,000 | +1.5% | 916 | 0.0% | 0.21% | -3.7% | |
| GOOG | Alphabetcap stk cl c | $259,000 | -3.4% | 93 | 0.0% | 0.12% | -8.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ABBVIE INC | 19 | Q2 2024 | 4.1% |
| ARCHER DANIELS MIDLAND CO | 19 | Q2 2024 | 4.0% |
| EXXON MOBIL CORP | 19 | Q2 2024 | 4.2% |
| INVESCO LTD | 19 | Q2 2024 | 5.7% |
| DUKE ENERGY CORP NEW | 19 | Q2 2024 | 4.5% |
| CHEVRON CORP NEW | 19 | Q2 2024 | 3.9% |
| STARWOOD PPTY TR INC | 19 | Q2 2024 | 4.0% |
| VECTOR GROUP LTD | 19 | Q2 2024 | 4.0% |
| SOUTHERN CO | 19 | Q2 2024 | 4.1% |
| JOHNSON & JOHNSON | 19 | Q2 2024 | 4.2% |
View Insight Folios Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-12 |
View Insight Folios Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.