13FBOX
Insight Folios Inc · 13F Holdings
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Insight Folios Inc

No.3987 Data as of Q4 2024
Latest AUM (Q4 2024)
$549.9M
QoQ Change Q3 2024
+$269.9M+96.4%
Holdings
119
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
119
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2024 ValueQ4 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AATLANTICA SUSTAINABLE INFR P
49.32%0.19%$271.2M24,655$541,91724,65500.00%Unchanged
ONEOK INC NEWOKE
2.04%4%$11.2M122,822$11.2M122,82200.00%Unchanged
OMEGA HEALTHCARE INVS INCOHI
1.66%3.25%$9.1M223,713$9.1M223,71300.00%Unchanged
AAT&T INCT
1.61%3.16%$8.9M402,731$8.9M402,73100.00%Unchanged
SOUTHERN COSO
1.59%3.11%$8.7M96,698$8.7M96,69800.00%Unchanged
EENERGY TRANSFER L PET
1.58%3.11%$8.7M542,364$8.7M542,36400.00%Unchanged
IINTERNATIONAL BUSINESS MACHSIBM
1.54%3.03%$8.5M38,369$8.5M38,36900.00%Unchanged
EXXON MOBIL CORPXOM
1.54%3.03%$8.5M72,329$8.5M72,32900.00%Unchanged
REALTY INCOME CORP COMO
1.54%3.02%$8.5M133,271$8.5M133,27100.00%Unchanged
ABBVIE INCABBV
1.52%2.98%$8.4M42,313$8.4M42,31300.00%Unchanged
ALTRIA GROUP INCMO
1.52%2.98%$8.3M163,302$8.3M163,30200.00%Unchanged
VERIZON COMMUNICATIONS INCVZ
1.51%2.97%$8.3M184,961$8.3M184,96100.00%Unchanged
DUKE ENERGY CORP NEWDUK
1.51%2.96%$8.3M71,993$8.3M71,99300.00%Unchanged
ENTERPRISE PRODS PARTNERS LEPD
1.47%2.89%$8.1M277,867$8.1M277,86700.00%Unchanged
CONSOLIDATED EDISON INCED
1.42%2.8%$7.8M75,201$7.8M75,20100.00%Unchanged
STARWOOD PPTY TR INCSTWD
1.36%2.66%$7.5M365,791$7.5M365,79100.00%Unchanged
INVESCO LTDIVZ
1.35%2.65%$7.4M422,711$7.4M422,71100.00%Unchanged
ENBRIDGE INCENB
1.31%2.58%$7.2M177,903$7.2M177,90300.00%Unchanged
GENERAL MILLS INC COMGIS
1.3%2.55%$7.1M96,556$7.1M96,55600.00%Unchanged
JOHNSON & JOHNSONJNJ
1.28%2.51%$7.0M43,421$7.0M43,42100.00%Unchanged
CHEVRON CORPORATIONCVX
1.27%2.49%$7.0M47,287$7.0M47,28700.00%Unchanged
ARCHER DANIELS MIDLAND CO COMADM
1.26%2.48%$7.0M116,379$7.0M116,37900.00%Unchanged
BLACK HILLS CORPBKH
1.26%2.47%$6.9M112,983$6.9M112,98300.00%Unchanged
TORONTO DOMINION BK ONT COM NEWTD
1.22%2.4%$6.7M106,266$6.7M106,26600.00%Unchanged
BRITISH AMERN TOB PLC SPONSORED ADRBTI
1.2%2.36%$6.6M180,776$6.6M180,77600.00%Unchanged
UUNIVERSAL CORP VAUVV
1.2%2.35%$6.6M123,842$6.6M123,84200.00%Unchanged
NUCOR CORPNUE
1.19%2.35%$6.6M43,689$6.6M43,68900.00%Unchanged
BANK NOVA SCOTIA B CBNS
1.13%2.22%$6.2M114,101$6.2M114,10100.00%Unchanged
DOW HLDGS INC COMDOW
1.11%2.17%$6.1M111,374$6.1M111,37400.00%Unchanged
HSBC HLDGS PLC SPON ADR NEWHSBC
1.08%2.11%$5.9M130,832$5.9M130,83200.00%Unchanged
WESTERN UN COWU
1.01%1.99%$5.6M466,494$5.6M466,49400.00%Unchanged
VVECTOR GROUP LIMITEDVGREUR
0.69%1.35%$3.8M254,091$3.8M254,09100.00%Unchanged
SOCIEDAD QUIMICA Y MINERA DESQM
0.54%1.05%$3.0M70,789$3.0M70,78900.00%Unchanged
PROCTER & GAMBLE COPG
0.35%0.68%$1.9M10,990$1.9M10,99000.00%Unchanged
MICROSOFT CORPMSFT
0.26%0.5%$1.4M3,283$1.4M3,28300.00%Unchanged
APPLE INCAAPL
0.22%0.44%$1.2M5,289$1.2M5,28900.00%Unchanged
EMERSON ELEC COEMR
0.22%0.43%$1.2M10,992$1.2M10,99200.00%Unchanged
VVANGUARD BD INDEX FDSBSV
0.22%0.42%$1.2M15,100$1.2M15,10000.00%Unchanged
TAIWAN SEMICONDUCTOR MANUFACTSM
0.21%0.42%$1.2M6,709$1.2M6,70900.00%Unchanged
WESTERN ALLIANCE BANCORPWAL
0.2%0.39%$1.1M12,510$1.1M12,51000.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.18%0.35%$982,6552,135$982,6552,13500.00%Unchanged
T-MOBILE US INC COMTMUS
0.16%0.31%$857,2384,154$857,2384,15400.00%Unchanged
GOLDMAN SACHS GROUP INCGS
0.15%0.29%$820,0311,656$820,0311,65600.00%Unchanged
WWALKER & DUNLOP INC COMWD
0.14%0.28%$782,6666,890$782,6666,89000.00%Unchanged
HA SUSTAINABLE INFRA REIHASI
0.14%0.28%$773,78222,448$773,78222,44800.00%Unchanged
FRANKLIN RESOURCES INCBEN
0.14%0.28%$770,08238,217$770,08238,21700.00%Unchanged
PPL CORP COMPPL
0.13%0.26%$727,65321,997$727,65321,99700.00%Unchanged
NNEXTERA ENERGY INCNEE
0.13%0.25%$713,3918,439$713,3918,43900.00%Unchanged
AMERICAN TOWER CORP COMAMT
0.13%0.25%$702,1353,019$702,1353,01900.00%Unchanged
REDWOOD TRUST INCRWT
0.12%0.24%$677,53887,650$677,53887,65000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow