Capital Insight Partners

Capital Insight Partners as of Sept. 30, 2020

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 139 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.1 $18M 350k 51.55
Ishares Tr Core Us Aggbd Et (AGG) 3.3 $12M 101k 118.06
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.1 $11M 81k 134.72
Apple (AAPL) 3.0 $11M 94k 115.81
Ishares Tr National Mun Etf (MUB) 2.4 $8.6M 74k 115.93
Select Sector Spdr Tr Technology (XLK) 2.4 $8.5M 73k 116.69
Ishares Tr Core S&p500 Etf (IVV) 2.2 $7.8M 23k 336.07
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $7.2M 82k 88.22
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $6.6M 80k 83.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $6.5M 78k 82.85
Schwab Strategic Tr Us Reit Etf (SCHH) 1.7 $6.1M 171k 35.37
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.6 $5.7M 104k 54.91
Alphabet Cap Stk Cl A (GOOGL) 1.5 $5.5M 3.7k 1465.58
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.5 $5.5M 169k 32.53
Honeywell International (HON) 1.4 $4.9M 30k 164.60
Comcast Corp Cl A (CMCSA) 1.3 $4.6M 100k 46.26
Ishares Tr Intrm Gov Cr Etf (GVI) 1.3 $4.5M 38k 117.74
Mastercard Incorporated Cl A (MA) 1.2 $4.3M 13k 338.16
Johnson & Johnson (JNJ) 1.2 $4.3M 29k 148.90
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 1.2 $4.3M 78k 54.27
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $4.0M 24k 170.33
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $4.0M 76k 52.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $3.9M 12k 334.89
Trex Company (TREX) 1.1 $3.9M 54k 71.59
Ishares Tr Glb Infrastr Etf (IGF) 1.1 $3.8M 99k 38.58
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.0 $3.7M 76k 48.62
Facebook Cl A (META) 1.0 $3.5M 14k 261.90
Microsoft Corporation (MSFT) 1.0 $3.5M 17k 210.31
Ishares Tr Core Msci Total (IXUS) 1.0 $3.5M 60k 58.34
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $3.3M 31k 105.49
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.9 $3.3M 22k 147.00
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $3.0M 28k 108.12
Old Dominion Freight Line (ODFL) 0.8 $3.0M 17k 180.92
Spdr Ser Tr Portfolio Short (SPSB) 0.8 $3.0M 95k 31.37
Chemed Corp Com Stk (CHE) 0.8 $2.9M 6.1k 480.40
Fidelity National Information Services (FIS) 0.8 $2.9M 20k 147.22
Colgate-Palmolive Company (CL) 0.8 $2.9M 38k 77.14
JPMorgan Chase & Co. (JPM) 0.8 $2.9M 30k 96.27
Edwards Lifesciences (EW) 0.8 $2.9M 36k 79.81
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $2.9M 46k 61.63
Bank of America Corporation (BAC) 0.8 $2.8M 116k 24.09
FactSet Research Systems (FDS) 0.8 $2.8M 8.2k 334.91
Moody's Corporation (MCO) 0.8 $2.7M 9.2k 289.87
Medtronic SHS (MDT) 0.7 $2.7M 26k 103.92
Booking Holdings (BKNG) 0.7 $2.6M 1.5k 1710.49
Intercontinental Exchange (ICE) 0.7 $2.6M 26k 100.05
Pepsi (PEP) 0.7 $2.6M 19k 138.61
Nike CL B (NKE) 0.7 $2.6M 21k 125.52
Home Depot (HD) 0.7 $2.6M 9.2k 277.72
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $2.5M 25k 101.95
Spdr Ser Tr S&p Biotech (XBI) 0.7 $2.5M 23k 111.45
Dbx Etf Tr Xtrack Usd High (HYLB) 0.7 $2.5M 52k 48.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $2.5M 58k 43.24
Truist Financial Corp equities (TFC) 0.7 $2.5M 64k 38.05
United Parcel Service CL B (UPS) 0.7 $2.4M 14k 166.62
Ishares Core Msci Emkt (IEMG) 0.6 $2.3M 43k 52.80
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $2.3M 44k 51.49
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $2.3M 35k 64.11
UnitedHealth (UNH) 0.6 $2.2M 7.1k 311.70
Select Sector Spdr Tr Sbi Materials (XLB) 0.6 $2.2M 35k 63.63
Manhattan Associates (MANH) 0.6 $2.2M 23k 95.47
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.1M 12k 176.28
Becton, Dickinson and (BDX) 0.6 $2.1M 8.9k 232.69
Amazon (AMZN) 0.6 $2.0M 626.00 3148.56
Godaddy Cl A (GDDY) 0.6 $2.0M 26k 75.97
Nordson Corporation (NDSN) 0.5 $2.0M 10k 191.79
Oracle Corporation (ORCL) 0.5 $1.9M 33k 59.71
Select Sector Spdr Tr Energy (XLE) 0.5 $1.9M 65k 29.95
Charles River Laboratories (CRL) 0.5 $1.9M 8.6k 226.48
State Street Corporation (STT) 0.5 $1.9M 32k 59.32
Tractor Supply Company (TSCO) 0.5 $1.9M 13k 143.37
First Republic Bank/san F (FRCB) 0.5 $1.9M 17k 109.07
Gentex Corporation (GNTX) 0.5 $1.9M 73k 25.75
Pfizer (PFE) 0.5 $1.9M 51k 36.69
Casey's General Stores (CASY) 0.5 $1.9M 11k 177.66
Visa Com Cl A (V) 0.5 $1.8M 8.9k 199.93
Unilever Spon Adr New (UL) 0.5 $1.8M 29k 61.69
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $1.7M 21k 81.09
Watsco, Incorporated (WSO) 0.5 $1.7M 7.2k 232.95
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.7M 19k 86.49
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.5 $1.6M 68k 24.07
Progressive Corporation (PGR) 0.5 $1.6M 17k 94.66
Yum China Holdings (YUMC) 0.5 $1.6M 31k 52.96
Cogent Communications Hldgs Com New (CCOI) 0.4 $1.6M 26k 60.06
Gartner (IT) 0.4 $1.6M 13k 124.95
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.4 $1.5M 44k 35.27
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $1.5M 5.1k 294.05
Hdfc Bank Sponsored Ads (HDB) 0.4 $1.4M 28k 49.96
Diageo Spon Adr New (DEO) 0.4 $1.4M 10k 137.67
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.4 $1.4M 24k 58.19
Koninklijke Philips N V Ny Reg Sh New (PHG) 0.4 $1.4M 30k 47.15
Spdr Ser Tr S&p Regl Bkg (KRE) 0.4 $1.4M 39k 35.69
3M Company (MMM) 0.4 $1.4M 8.5k 160.18
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.3M 20k 68.33
Sap Se Spon Adr (SAP) 0.4 $1.3M 8.5k 155.85
Canadian Pacific Railway 0.4 $1.3M 4.3k 304.37
Republic Services (RSG) 0.4 $1.3M 14k 93.36
Xylem (XYL) 0.4 $1.3M 15k 84.10
RealPage 0.4 $1.3M 22k 57.63
At&t (T) 0.4 $1.3M 44k 28.51
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.2M 23k 54.45
Novo-nordisk A S Adr (NVO) 0.3 $1.2M 17k 69.43
FedEx Corporation (FDX) 0.3 $1.2M 4.6k 251.51
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.3 $1.1M 35k 33.05
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M 773.00 1469.60
Amer (UHAL) 0.3 $1.1M 3.1k 356.09
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.0M 9.0k 115.11
Toyota Motor Corp Sp Adr Rep2com (TM) 0.3 $1.0M 7.7k 132.44
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $1.0M 36k 27.95
MetLife (MET) 0.3 $980k 26k 37.17
Celestica Sub Vtg Shs (CLS) 0.3 $960k 139k 6.90
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $941k 19k 48.46
Altria (MO) 0.3 $930k 24k 38.66
Relx Sponsored Adr (RELX) 0.2 $882k 39k 22.36
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $865k 11k 77.01
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $714k 14k 52.19
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $708k 12k 58.02
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $683k 8.6k 79.01
FTI Consulting (FCN) 0.2 $674k 6.4k 105.94
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $659k 13k 50.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $628k 2.9k 216.78
Abbott Laboratories (ABT) 0.2 $541k 5.0k 108.79
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $507k 10k 49.90
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $477k 4.0k 118.13
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $458k 1.5k 311.56
Nextera Energy (NEE) 0.1 $444k 1.6k 277.50
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $384k 6.8k 56.10
Ishares Tr Intl Dev Re Etf (IFGL) 0.1 $379k 16k 23.93
Exxon Mobil Corporation (XOM) 0.1 $364k 11k 34.33
Vanguard World Fds Energy Etf (VDE) 0.1 $353k 8.8k 40.29
Chevron Corporation (CVX) 0.1 $344k 4.8k 71.92
McDonald's Corporation (MCD) 0.1 $293k 1.3k 219.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $281k 9.0k 31.38
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.1 $268k 6.0k 44.44
Us Bancorp Del Com New (USB) 0.1 $234k 6.5k 35.86
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $220k 4.0k 55.57
Teleflex Incorporated (TFX) 0.1 $218k 640.00 340.62
Coca-Cola Company (KO) 0.1 $217k 4.4k 49.34
Target Corporation (TGT) 0.1 $213k 1.4k 157.20