Insight Folios

Latest statistics and disclosures from Insight Folios's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TGT, QCOM, ADM, IVZ, DUK, and represent 19.21% of Insight Folios's stock portfolio.
  • Added to shares of these 10 stocks: DFS, NUE, BEN, O, IVZ, ET, AAPL, XOM, CVX, MMP.
  • Reduced shares in these 10 stocks: QCOM, TGT, GIS, PG, , BRK.B, VZ, ADM, EMR, EQL.
  • Sold out of its positions in SLCA.
  • Insight Folios was a net buyer of stock by $2.8M.
  • Insight Folios has $108M in assets under management (AUM), dropping by 3.61%.

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Portfolio Holdings for Insight Folios

Companies in the Insight Folios portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Target Corporation (TGT) 4.1 $4.4M -7% 28k 157.42
Qualcomm (QCOM) 4.0 $4.3M -9% 37k 117.67
Archer Daniels Midland Company (ADM) 3.8 $4.1M 87k 46.50
Invesco SHS (IVZ) 3.7 $4.0M +6% 351k 11.41
Duke Energy Corp Com New (DUK) 3.6 $3.9M 44k 88.56
Procter & Gamble Company (PG) 3.5 $3.8M -3% 27k 139.00
Emerson Electric (EMR) 3.5 $3.7M 57k 65.57
Discover Financial Services (DFS) 3.4 $3.6M +18% 63k 57.78
Abbvie (ABBV) 3.2 $3.5M +3% 39k 87.60
Starwood Property Trust (STWD) 3.2 $3.4M +3% 226k 15.09
Franklin Resources (BEN) 3.1 $3.3M +8% 164k 20.35
Johnson & Johnson (JNJ) 3.1 $3.3M 22k 148.88
Realty Income (O) 3.0 $3.3M +8% 54k 60.76
Verizon Communications (VZ) 3.0 $3.3M 55k 59.48

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Nucor Corporation (NUE) 3.0 $3.2M +20% 72k 44.87
Toronto Dominion Bk Ont Com New (TD) 3.0 $3.2M 70k 46.25
General Mills (GIS) 3.0 $3.2M -4% 52k 61.68
At&t (T) 3.0 $3.2M +2% 112k 28.51
International Business Machines (IBM) 2.9 $3.2M +3% 26k 121.67
Omega Healthcare Investors (OHI) 2.9 $3.2M +2% 105k 29.94
CenturyLink (LUMN) 2.9 $3.1M +4% 308k 10.09
Southern Company (SO) 2.9 $3.1M 57k 54.22
Altria (MO) 2.8 $3.0M +2% 78k 38.64
Enbridge (ENB) 2.8 $3.0M 103k 29.20
Vector (VGR) 2.7 $2.9M +2% 301k 9.69
Enterprise Products Partners (EPD) 2.4 $2.6M +5% 164k 15.79
Chevron Corporation (CVX) 2.3 $2.5M +7% 35k 72.01
Tc Pipelines Ut Com Ltd Prt (TCP) 2.3 $2.5M 98k 25.58
Kohl's Corporation (KSS) 2.3 $2.5M +2% 133k 18.53
Exxon Mobil Corporation (XOM) 2.3 $2.5M +8% 72k 34.33
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 2.3 $2.4M +6% 72k 34.20
Energy Transfer Com Ut Ltd Ptn (ET) 2.0 $2.1M +13% 397k 5.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $1.1M 13k 83.08
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $947k 10k 93.43
Vanguard Bd Index Fds Long Term Bond (BLV) 0.6 $671k 6.0k 111.81
Ishares Tr Core Msci Total (IXUS) 0.5 $497k 8.5k 58.39
Alps Etf Tr Equal Sec Etf (EQL) 0.5 $491k 6.4k 77.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $470k -5% 2.2k 212.96
Apple (AAPL) 0.3 $294k +340% 2.5k 115.70
Enlink Midstream Com Unit Rep Ltd (ENLC) 0.0 $36k +2% 15k 2.38

Past Filings by Insight Folios

SEC 13F filings are viewable for Insight Folios going back to 2019