Insight Folios

Insight Folios as of March 31, 2022

Portfolio Holdings for Insight Folios

Insight Folios holds 120 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nucor Corporation (NUE) 4.0 $9.0M 61k 148.70
Archer Daniels Midland Company (ADM) 3.8 $8.6M 95k 90.33
Chevron Corporation (CVX) 3.7 $8.4M 52k 162.84
Abbvie (ABBV) 3.5 $7.8M 48k 162.16
Exxon Mobil Corporation (XOM) 3.4 $7.5M 91k 82.59
Energy Transfer Com Ut Ltd Ptn (ET) 2.9 $6.5M 579k 11.20
Consolidated Edison (ED) 2.8 $6.4M 68k 94.67
Starwood Property Trust (STWD) 2.8 $6.3M 261k 24.17
Emerson Electric (EMR) 2.8 $6.3M 64k 98.05
Toronto Dominion Bk Ont Com New (TD) 2.8 $6.2M 78k 79.43
Southern Company (SO) 2.7 $6.1M 84k 72.51
Enbridge (ENB) 2.7 $6.0M 131k 46.09
Kohl's Corporation (KSS) 2.7 $6.0M 99k 60.46
Johnson & Johnson (JNJ) 2.6 $5.9M 33k 177.31
General Mills (GIS) 2.6 $5.9M 87k 67.73
Duke Energy Corp Com New (DUK) 2.6 $5.9M 53k 111.66
Enterprise Products Partners (EPD) 2.6 $5.9M 227k 25.82
Invesco SHS (IVZ) 2.6 $5.8M 251k 23.08
Magellan Midstream Prtnrs Com Unit Rp Lp 2.5 $5.7M 116k 49.07
Black Hills Corporation (BKH) 2.5 $5.7M 74k 77.02
Altria (MO) 2.5 $5.7M 108k 52.27
Realty Income (O) 2.5 $5.6M 81k 69.34
Franklin Resources (BEN) 2.4 $5.5M 197k 27.95
Verizon Communications (VZ) 2.4 $5.4M 107k 50.96
Universal Corporation (UVV) 2.4 $5.3M 92k 58.07
Vector (VGR) 2.3 $5.2M 433k 12.03
Omega Healthcare Investors (OHI) 2.3 $5.2M 166k 31.18
At&t (T) 2.3 $5.1M 215k 23.65
International Business Machines (IBM) 2.3 $5.1M 39k 130.05
PPL Corporation (PPL) 2.0 $4.5M 156k 28.56
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $1.8M 23k 77.92
Apple (AAPL) 0.6 $1.4M 8.2k 174.63
Royce Micro Capital Trust (RMT) 0.5 $1.1M 56k 18.85
Target Corporation (TGT) 0.4 $937k 4.4k 212.33
Procter & Gamble Company (PG) 0.4 $791k 5.2k 152.73
First Majestic Silver Corp (AG) 0.3 $738k 56k 13.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $699k 2.0k 353.03
Qualcomm (QCOM) 0.3 $652k 4.3k 152.91
Microsoft Corporation (MSFT) 0.3 $651k 2.1k 308.38
Discover Financial Services (DFS) 0.3 $648k 5.9k 110.26
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $631k 7.7k 81.85
Watsco, Incorporated (WSO) 0.3 $618k 2.0k 304.88
Alps Etf Tr Equal Sec Etf (EQL) 0.3 $608k 5.6k 108.65
Tractor Supply Company (TSCO) 0.3 $604k 2.6k 233.38
Domino's Pizza (DPZ) 0.3 $564k 1.4k 407.22
Brookfield Infrast Partners Lp Int Unit (BIP) 0.2 $555k 8.4k 66.25
Ishares Tr Core Msci Total (IXUS) 0.2 $552k 8.3k 66.57
Costco Wholesale Corporation (COST) 0.2 $547k 950.00 575.79
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $529k 5.1k 104.34
Compass Minerals International (CMP) 0.2 $524k 8.4k 62.73
Broadcom (AVGO) 0.2 $521k 828.00 629.23
McGrath Rent (MGRC) 0.2 $517k 6.1k 84.92
Accenture Plc Ireland Shs Class A (ACN) 0.2 $510k 1.5k 337.52
Home Depot (HD) 0.2 $507k 1.7k 299.29
Garmin SHS (GRMN) 0.2 $501k 4.2k 118.50
Cme (CME) 0.2 $498k 2.1k 237.94
Walker & Dunlop (WD) 0.2 $491k 3.8k 129.35
Waste Management (WM) 0.2 $478k 3.0k 158.54
Simpson Manufacturing (SSD) 0.2 $477k 4.4k 109.03
Texas Instruments Incorporated (TXN) 0.2 $476k 2.6k 183.50
Mccormick & Co Com Non Vtg (MKC) 0.2 $469k 4.7k 99.72
UnitedHealth (UNH) 0.2 $467k 916.00 509.83
Nextera Energy (NEE) 0.2 $446k 5.3k 84.77
Investors Title Company (ITIC) 0.2 $439k 2.2k 203.15
Intel Corporation (INTC) 0.2 $437k 8.8k 49.61
Tesla Motors (TSLA) 0.2 $436k 405.00 1076.54
Crowdstrike Hldgs Cl A (CRWD) 0.2 $435k 1.9k 227.15
3M Company (MMM) 0.2 $432k 2.9k 148.97
Kinder Morgan (KMI) 0.2 $427k 23k 18.90
Goldman Sachs (GS) 0.2 $419k 1.3k 330.18
General Dynamics Corporation (GD) 0.2 $402k 1.7k 241.15
Axon Enterprise (AXON) 0.2 $397k 2.9k 137.61
Cincinnati Financial Corporation (CINF) 0.2 $393k 2.9k 135.85
AFLAC Incorporated (AFL) 0.2 $387k 6.0k 64.48
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $384k 4.2k 91.80
Appian Corp Cl A (APPN) 0.2 $380k 6.2k 60.81
W.W. Grainger (GWW) 0.2 $367k 711.00 516.17
Coca-Cola Company (KO) 0.2 $356k 5.7k 62.03
Airbnb Com Cl A (ABNB) 0.2 $354k 2.1k 171.59
McDonald's Corporation (MCD) 0.2 $354k 1.4k 247.55
Automatic Data Processing (ADP) 0.2 $352k 1.5k 227.39
Genuine Parts Company (GPC) 0.2 $352k 2.8k 126.07
Phillips 66 (PSX) 0.2 $351k 4.1k 86.43
Lowe's Companies (LOW) 0.2 $351k 1.7k 202.54
SYSCO Corporation (SYY) 0.2 $349k 4.3k 81.75
Pepsi (PEP) 0.2 $346k 2.1k 167.47
Air Products & Chemicals (APD) 0.2 $343k 1.4k 249.82
Dover Corporation (DOV) 0.2 $341k 2.2k 156.93
American Tower Reit (AMT) 0.2 $340k 1.4k 251.29
Wal-Mart Stores (WMT) 0.1 $333k 2.2k 149.26
Hormel Foods Corporation (HRL) 0.1 $330k 6.4k 51.48
Stag Industrial (STAG) 0.1 $330k 8.0k 41.34
Digital Realty Trust (DLR) 0.1 $326k 2.3k 141.86
Cardinal Health (CAH) 0.1 $321k 5.7k 56.64
A. O. Smith Corporation (AOS) 0.1 $317k 5.0k 63.94
Physicians Realty Trust 0.1 $314k 18k 17.54
Abbott Laboratories (ABT) 0.1 $314k 2.7k 118.22
Exelon Corporation (EXC) 0.1 $310k 6.5k 47.61
Store Capital Corp reit 0.1 $306k 11k 29.27
Illinois Tool Works (ITW) 0.1 $304k 1.5k 209.37
Federal Rlty Invt Tr Sh Ben Int New 0.1 $303k 2.5k 122.08
T. Rowe Price (TROW) 0.1 $299k 2.0k 151.24
Walgreen Boots Alliance (WBA) 0.1 $297k 6.6k 44.72
Colgate-Palmolive Company (CL) 0.1 $295k 3.9k 75.80
PPG Industries (PPG) 0.1 $290k 2.2k 130.87
Medtronic SHS (MDT) 0.1 $288k 2.6k 110.85
Atlassian Corp Cl A 0.1 $284k 968.00 293.39
Mid-America Apartment (MAA) 0.1 $280k 1.3k 209.58
Kimberly-Clark Corporation (KMB) 0.1 $279k 2.3k 123.23
Leggett & Platt (LEG) 0.1 $260k 7.5k 34.82
Alphabet Cap Stk Cl C (GOOG) 0.1 $259k 93.00 2784.95
Stanley Black & Decker (SWK) 0.1 $258k 1.8k 139.99
V.F. Corporation (VFC) 0.1 $255k 4.5k 56.95
Mongodb Cl A (MDB) 0.1 $253k 570.00 443.86
Netflix (NFLX) 0.1 $247k 659.00 374.81
Clorox Company (CLX) 0.1 $246k 1.8k 139.14
Amazon (AMZN) 0.1 $238k 73.00 3260.27
Zoom Video Communications In Cl A (ZM) 0.1 $230k 2.0k 117.11
Mastercard Incorporated Cl A (MA) 0.1 $210k 589.00 356.54
Enlink Midstream Com Unit Rep Ltd (ENLC) 0.1 $164k 17k 9.64