0001792942-23-000001.txt : 20230117 0001792942-23-000001.hdr.sgml : 20230117 20230117124357 ACCESSION NUMBER: 0001792942-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230117 DATE AS OF CHANGE: 20230117 EFFECTIVENESS DATE: 20230117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Folios Inc CENTRAL INDEX KEY: 0001792942 IRS NUMBER: 472615495 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19704 FILM NUMBER: 23530971 BUSINESS ADDRESS: STREET 1: 13777 BALLANTYNE CORPORATE PLACE STREET 2: SUITE 225 CITY: CHARLOTTE STATE: NC ZIP: 28277 BUSINESS PHONE: 704-529-9500 MAIL ADDRESS: STREET 1: 13777 BALLANTYNE CORPORATE PLACE STREET 2: SUITE 225 CITY: CHARLOTTE STATE: NC ZIP: 28277 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001792942 XXXXXXXX 12-31-2022 12-31-2022 false Insight Folios Inc
13777 Ballantyne Corporate Place Suite 225 Charlotte NC 28277
13F HOLDINGS REPORT 028-19704 000174411 801-117138 N
Charles Buddy Bowers, Jr. Chief Compliance Officer 704-529-9500 /s/ Charles Buddy Bowers, Jr. Charlotte NC 01-17-2023 0 105 221382914
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 385334 3213 SH SOLE 0 0 3213 ABBOTT LABS COM 002824100 323706 2948 SH SOLE 0 0 2948 ABBVIE INC COM 00287Y109 7903992 48908 SH SOLE 0 0 48908 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 284718 1067 SH SOLE 0 0 1067 AFLAC INC COM 001055102 443287 6162 SH SOLE 0 0 6162 AIR PRODS & CHEMS INC COM 009158106 454060 1473 SH SOLE 0 0 1473 ALTRIA GROUP INC COM 02209S103 6643514 145341 SH SOLE 0 0 145341 AMERICAN TOWER CORP NEW COM 03027X100 269516 1272 SH SOLE 0 0 1272 APPLE INC COM 037833100 444654 3422 SH SOLE 0 0 3422 ARCHER DANIELS MIDLAND CO COM 039483102 7573409 81566 SH SOLE 0 0 81566 AT&T INC COM 00206R102 6142449 333647 SH SOLE 0 0 333647 AUTOMATIC DATA PROCESSING IN COM 053015103 379062 1587 SH SOLE 0 0 1587 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 575172 1862 SH SOLE 0 0 1862 BLACK HILLS CORP COM 092113109 5738773 81586 SH SOLE 0 0 81586 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 4383572 109644 SH SOLE 0 0 109644 BROADCOM INC COM 11135F101 348723 624 SH SOLE 0 0 624 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 227900 7354 SH SOLE 0 0 7354 CARDINAL HEALTH INC COM 14149Y108 446827 5813 SH SOLE 0 0 5813 CHEVRON CORP NEW COM 166764100 7783644 43365 SH SOLE 0 0 43365 CINCINNATI FINL CORP COM 172062101 318357 3109 SH SOLE 0 0 3109 CLOROX CO DEL COM 189054109 280391 1998 SH SOLE 0 0 1998 CME GROUP INC COM 12572Q105 240665 1431 SH SOLE 0 0 1431 COCA COLA CO COM 191216100 395454 6217 SH SOLE 0 0 6217 COLGATE PALMOLIVE CO COM 194162103 329040 4176 SH SOLE 0 0 4176 COMPASS MINERALS INTL INC COM 20451N101 370087 9027 SH SOLE 0 0 9027 CONSOLIDATED EDISON INC COM 209115104 6745248 70772 SH SOLE 0 0 70772 COSTCO WHSL CORP NEW COM 22160K105 326191 715 SH SOLE 0 0 715 DIGITAL RLTY TR INC COM 253868103 220922 2203 SH SOLE 0 0 2203 DISCOVER FINL SVCS COM 254709108 583334 5963 SH SOLE 0 0 5963 DOMINOS PIZZA INC COM 25754A201 253682 732 SH SOLE 0 0 732 DOVER CORP COM 260003108 329343 2432 SH SOLE 0 0 2432 DOW INC COM 260557103 4448651 88284 SH SOLE 0 0 88284 DUKE ENERGY CORP NEW COM NEW 26441C204 6281093 60987 SH SOLE 0 0 60987 EMERSON ELEC CO COM 291011104 2433923 25338 SH SOLE 0 0 25338 ENBRIDGE INC COM 29250N105 5779148 147804 SH SOLE 0 0 147804 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 6728119 566817 SH SOLE 0 0 566817 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 215918 17554 SH SOLE 0 0 17554 ENTERPRISE PRODS PARTNERS L COM 293792107 6087384 252379 SH SOLE 0 0 252379 EXELON CORP COM 30161N101 238729 5522 SH SOLE 0 0 5522 EXXON MOBIL CORP COM 30231G102 8174522 74112 SH SOLE 0 0 74112 FIRST MAJESTIC SILVER CORP COM 32076V103 432838 51899 SH SOLE 0 0 51899 FRANKLIN RESOURCES INC COM 354613101 2109301 79958 SH SOLE 0 0 79958 GENERAL DYNAMICS CORP COM 369550108 418921 1688 SH SOLE 0 0 1688 GENERAL MLS INC COM 370334104 7063500 84240 SH SOLE 0 0 84240 GENUINE PARTS CO COM 372460105 482907 2783 SH SOLE 0 0 2783 GOLDMAN SACHS GROUP INC COM 38141G104 332518 968 SH SOLE 0 0 968 GRAINGER W W INC COM 384802104 399691 719 SH SOLE 0 0 719 HOME DEPOT INC COM 437076102 440350 1394 SH SOLE 0 0 1394 HORMEL FOODS CORP COM 440452100 313785 6889 SH SOLE 0 0 6889 ILLINOIS TOOL WKS INC COM 452308109 352207 1599 SH SOLE 0 0 1599 INTERNATIONAL BUSINESS MACHS COM 459200101 6228641 44209 SH SOLE 0 0 44209 INVESCO LTD SHS G491BT108 6336684 352234 SH SOLE 0 0 352234 ISHARES TR TRS FLT RT BD 46434V860 421594 8363 SH SOLE 0 0 8363 JOHNSON & JOHNSON COM 478160104 6561575 37144 SH SOLE 0 0 37144 KIMBERLY-CLARK CORP COM 494368103 347890 2563 SH SOLE 0 0 2563 KINDER MORGAN INC DEL COM 49456B101 440625 24371 SH SOLE 0 0 24371 KOHLS CORP COM 500255104 716554 28378 SH SOLE 0 0 28378 LEGGETT & PLATT INC COM 524660107 277643 8614 SH SOLE 0 0 8614 LOWES COS INC COM 548661107 364482 1829 SH SOLE 0 0 1829 LUMEN TECHNOLOGIES INC COM 550241103 373705 71591 SH SOLE 0 0 71591 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 6480699 129072 SH SOLE 0 0 129072 MCDONALDS CORP COM 580135101 410825 1559 SH SOLE 0 0 1559 MCGRATH RENTCORP COM 580589109 362236 3669 SH SOLE 0 0 3669 MEDTRONIC PLC SHS G5960L103 251069 3230 SH SOLE 0 0 3230 MICROSOFT CORP COM 594918104 609052 2540 SH SOLE 0 0 2540 MID-AMER APT CMNTYS INC COM 59522J103 230395 1468 SH SOLE 0 0 1468 NEXTERA ENERGY INC COM 65339F101 325790 3897 SH SOLE 0 0 3897 NORFOLK SOUTHN CORP COM 655844108 307625 1248 SH SOLE 0 0 1248 NUCOR CORP COM 670346105 7336425 55659 SH SOLE 0 0 55659 OLD DOMINION FREIGHT LINE IN COM 679580100 313577 1105 SH SOLE 0 0 1105 OMEGA HEALTHCARE INVS INC COM 681936100 5748470 205670 SH SOLE 0 0 205670 PEPSICO INC COM 713448108 411513 2278 SH SOLE 0 0 2278 PHILLIPS 66 COM 718546104 441917 4246 SH SOLE 0 0 4246 PHYSICIANS RLTY TR COM 71943U104 348019 24051 SH SOLE 0 0 24051 PPG INDS INC COM 693506107 319661 2542 SH SOLE 0 0 2542 PPL CORP COM 69351T106 5176633 177161 SH SOLE 0 0 177161 PRICE T ROWE GROUP INC COM 74144T108 266602 2445 SH SOLE 0 0 2445 PROCTER AND GAMBLE CO COM 742718109 873576 5764 SH SOLE 0 0 5764 QUALCOMM INC COM 747525103 490598 4462 SH SOLE 0 0 4462 REALTY INCOME CORP COM 756109104 6011148 94768 SH SOLE 0 0 94768 ROYCE MICRO-CAP TR INC COM 780915104 292422 33689 SH SOLE 0 0 33689 SIMPSON MFG INC COM 829073105 240140 2709 SH SOLE 0 0 2709 SMITH A O CORP COM 831865209 312504 5460 SH SOLE 0 0 5460 SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 3363180 42124 SH SOLE 0 0 42124 SOUTHERN CO COM 842587107 6536805 91539 SH SOLE 0 0 91539 STAG INDL INC COM 85254J102 442161 13685 SH SOLE 0 0 13685 STANLEY BLACK & DECKER INC COM 854502101 200212 2665 SH SOLE 0 0 2665 STARWOOD PPTY TR INC COM 85571B105 5475720 298730 SH SOLE 0 0 298730 SYSCO CORP COM 871829107 340408 4453 SH SOLE 0 0 4453 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 243806 3273 SH SOLE 0 0 3273 TARGET CORP COM 87612E106 732207 4913 SH SOLE 0 0 4913 TEXAS INSTRS INC COM 882508104 316830 1918 SH SOLE 0 0 1918 TORONTO DOMINION BK ONT COM NEW 891160509 5723199 88376 SH SOLE 0 0 88376 TRACTOR SUPPLY CO COM 892356106 320187 1423 SH SOLE 0 0 1423 UNITEDHEALTH GROUP INC COM 91324P102 488672 922 SH SOLE 0 0 922 UNIVERSAL CORP VA COM 913456109 5437670 102967 SH SOLE 0 0 102967 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2222015 29517 SH SOLE 0 0 29517 VANGUARD BD INDEX FDS INTERMED TERM 921937819 238421 3208 SH SOLE 0 0 3208 VECTOR GROUP LTD COM 92240M108 8146774 686912 SH SOLE 0 0 686912 VERIZON COMMUNICATIONS INC COM 92343V104 6190999 157132 SH SOLE 0 0 157132 WALGREENS BOOTS ALLIANCE INC COM 931427108 302007 8084 SH SOLE 0 0 8084 WALKER & DUNLOP INC COM 93148P102 228354 2910 SH SOLE 0 0 2910 WALMART INC COM 931142103 344073 2427 SH SOLE 0 0 2427 WASTE MGMT INC DEL COM 94106L109 294377 1876 SH SOLE 0 0 1876 WATSCO INC COM 942622200 286017 1147 SH SOLE 0 0 1147