# EDGAR Filing Document

**Accession Number:** 0001792942
**File Stem:** 0001792942-23-000001
**Filing Date:** 2023-1
**Character Count:** 13785
**Document Hash:** 4e751c1c631b38826dfeeec3216f1f41
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001792942-23-000001.hdr.sgml**: 20230117

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Insight Folios Inc<br>**Address:** 13777 Ballantyne Corporate Place<br>Suite 225<br>Charlotte, NC 28277

**Form 13F File Number:** 028-19704

**CRD Number (if applicable):** 000174411

**SEC File Number (if applicable):** 801-117138

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Charles Buddy Bowers Jr.<br>**Title:** Chief Compliance Officer<br>**Phone:** 704-529-9500

**Signature, Place, and Date of Signing:**

/s/ Charles Buddy Bowers Jr.  Charlotte, NC  01-17-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 105

**Form 13F Information Table Value Total:** $221382914

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 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 |

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