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Showing Q3 2024 data
Insight Folios Inc's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Insight Folios Inc
•CIK: 1792942•Filing: Q3 2024
**Insight Folios Inc.** manages $280M across a diversified portfolio of 119 positions. The fund exhibits significant concentration in energy and technology, with top holdings including OKE at $11.2M and OHI at $9.1M. Further notable allocations include T, SO, and ET, each representing substantial exposure around the $8.7M mark. This structure suggests a tactical approach targeting established industrial and resource sectors.
Total AUM
$280.0M
QoQ Performance
+14.9%
Positions
117
Top 10 Concentration
31.7%
Latest Filing
Q3 2024
Top Holdings Allocation
OKE4.0%
OHI3.3%
T3.2%
SO3.1%
ET3.1%
IBM3.0%
XOM3.0%
O3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.3%
Utilities9.1%
Healthcare6.1%
Technology4.7%
Financial3.6%
Communication3.5%
Real Estate3.3%
Consumer Staples3.3%
Changes from Q2 2024
NEW5 new positions
↑76 increased
↓36 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023