$205 Million is the total value of Insight Folios Inc's 111 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
OKE | New | ONEOK INC NEW | $4,998,284 | – | 78,800 | +100.0% | 2.44% | – |
WIX | New | WIX COM LTD | $217,933 | – | 2,374 | +100.0% | 0.11% | – |
SLCA | New | U S SILICA HLDGS INC | $142,911 | – | 10,179 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ARCHER DANIELS MIDLAND CO | 16 | Q3 2023 | 4.0% |
ABBVIE INC | 16 | Q3 2023 | 4.1% |
EXXON MOBIL CORP | 16 | Q3 2023 | 4.2% |
INVESCO LTD | 16 | Q3 2023 | 5.7% |
DUKE ENERGY CORP NEW | 16 | Q3 2023 | 4.5% |
CHEVRON CORP NEW | 16 | Q3 2023 | 3.9% |
STARWOOD PPTY TR INC | 16 | Q3 2023 | 4.0% |
VECTOR GROUP LTD | 16 | Q3 2023 | 4.0% |
GENERAL MLS INC | 16 | Q3 2023 | 4.3% |
JOHNSON & JOHNSON | 16 | Q3 2023 | 4.2% |
View Insight Folios Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-20 |
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.