13F Filings History of Insight Folios Inc

Latest 13F report
Q3 2024 - 24 Oct 2024
Value $
$280,010,640
Signature - Title
Charles Buddy Bowers, Jr. - Chief Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Insight Folios Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Insight Folios Inc reported 119 stock holdings with total value $280,010,640 as of Q3 2024. Top holdings included OKE, OHI, T, SO, and ET.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 119 $280,010,640 +$16,376,867 -$5,800,839 +$10,576,028 OKE, OHI, T, SO, ET 13F-HR 24 Oct 2024, 17:07
Q2 2024 114 $243,747,522 +$6,206,404 -$2,662,297 +$3,544,107 OKE, ET, XOM, EPD, OHI 13F-HR 18 Jul 2024, 11:14
Q1 2024 120 $246,947,179 +$23,430,870 -$15,779,644 +$7,651,226 OKE, ET, XOM, NUE, EPD 13F-HR 19 Apr 2024, 16:48
Q4 2023 119 $231,047,082 +$13,971,228 -$620,206 +$13,351,022 NUE, ET, ABBV, VGR, IBM 13F-HR 10 Jan 2024, 15:26
Q3 2023 111 $204,558,012 +$5,827,519 -$20,219,284 -$14,391,765 ET, XOM, NUE, EPD, ABBV 13F-HR 11 Oct 2023, 15:21
Q2 2023 114 $238,589,428 +$19,544,488 -$1,223,476 +$18,321,012 NUE, VGR, MMP, ET, XOM 13F-HR 21 Jul 2023, 13:16
Q1 2023 107 $225,623,289 +$9,884,592 -$2,430,999 +$7,453,593 NUE, VGR, XOM, ABBV, GIS 13F-HR 18 Apr 2023, 13:38
Q4 2022 105 $221,382,914 +$21,120,169 -$20,342,688 +$777,481 XOM, VGR, ABBV, CVX, ADM 13F-HR 17 Jan 2023, 11:43
Q3 2022 104 $196,488,000 +$6,681,686 -$3,405,045 +$3,276,641 XOM, ADM, CVX, GIS, ET 13F-HR 19 Oct 2022, 14:47
Q2 2022 107 $210,371,000 +$15,091,743 -$957,559 +$14,134,184 XOM, ABBV, CVX, ADM, GIS 13F-HR 12 Jul 2022, 16:29
Q1 2022 119 $223,429,000 +$16,189,179 -$1,002,811 +$15,186,368 NUE, ADM, CVX, ABBV, XOM 13F-HR 18 Apr 2022, 15:11
Q4 2021 138 $211,841,608 +$21,594,829 -$1,614,852 +$19,979,977 NUE, ADM, ABBV, BEN, CVX 13F-HR 20 Jan 2022, 16:06
Q3 2021 118 $181,692,000 +$44,378,003 -$24,754,032 +$19,623,971 NUE, STWD, ADM, IVZ, EMR 13F-HR 15 Oct 2021, 13:46
Q2 2021 80 $170,162,000 +$16,313,634 -$1,684,041 +$14,629,593 IVZ, NUE, DFS, TGT, KSS 13F-HR 16 Jul 2021, 12:53
Q1 2021 37 $146,033,000 +$2,213,646 -$8,521,067 -$6,307,421 IVZ, KSS, NUE, STWD, DFS 13F-HR 19 Apr 2021, 19:01
Q4 2020 39 $134,621,000 +$7,564,537 -$200,684 +$7,363,853 IVZ, DFS, QCOM, KSS, TGT 13F-HR 15 Jan 2021, 10:18
Q3 2020 40 $107,964,000 +$3,995,714 -$1,179,096 +$2,816,618 TGT, QCOM, ADM, IVZ, DUK 13F-HR 15 Oct 2020, 12:54
Q2 2020 41 $104,200,000 +$18,030,950 -$10,016,975 +$8,013,975 ABBV, QCOM, TGT, EMR, DUK 13F-HR 14 Jul 2020, 15:51
Q1 2020 34 $87,441,000 +$10,852,192 -$12,271 +$10,839,921 DUK, GIS, TGT, JNJ, PG 13F-HR 20 Apr 2020, 13:36
Q4 2019 45 $112,715,000 $0 TGT, VGR, DUK, T, QCOM 13F-HR 29 Jan 2020, 11:04