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Home > Institutional Investor > Insight Folios Inc > Profile

Instuitional Investor - Insight Folios Inc

Fund Profile
Filing Period:
Fund Name: Insight Folios Inc
Portfolio Value $280,010,640
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Oneok Inc W
 OKE 122,822 $11,192,813 4%
2.
Omega Healthcare Investors Inc
 OHI 223,713 $9,105,124 3.25%
3.
At&T Inc.
 T 402,731 $8,860,073 3.16%
4.
Southern Co
 SO 96,698 $8,720,203 3.11%
5.
Energy Transfer Lp
 ET 542,364 $8,704,945 3.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)