Capital Insight Partners

Capital Insight Partners as of June 30, 2023

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 171 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 7.3 $33M 334k 97.95
Shp Etf Trust Fis Christian (PRAY) 5.3 $24M 987k 24.18
Ishares Tr National Mun Etf (MUB) 5.3 $24M 220k 106.73
Vanguard Bd Index Fds Intermed Term (BIV) 4.5 $20M 268k 75.23
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.1 $14M 295k 46.64
Ishares Tr Core S&p500 Etf (IVV) 2.8 $13M 28k 445.71
Apple (AAPL) 2.7 $12M 61k 193.97
Spdr Ser Tr Bloomberg Emergi (EBND) 2.4 $11M 498k 21.16
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.8 $8.2M 162k 50.57
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.7 $7.5M 221k 33.77
Select Sector Spdr Tr Energy (XLE) 1.6 $7.2M 88k 81.17
Microsoft Corporation (MSFT) 1.4 $6.3M 18k 340.54
Ishares Tr Core Msci Total (IXUS) 1.4 $6.3M 100k 62.62
Alphabet Cap Stk Cl A (GOOGL) 1.4 $6.1M 51k 119.70
Dbx Etf Tr Xtrack Usd High (HYLB) 1.3 $5.7M 165k 34.50
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.2 $5.3M 211k 25.01
Honeywell International (HON) 1.1 $5.1M 25k 207.50
JPMorgan Chase & Co. (JPM) 1.1 $5.0M 34k 145.44
Chemed Corp Com Stk (CHE) 1.1 $4.8M 8.9k 541.67
Johnson & Johnson (JNJ) 1.1 $4.8M 29k 165.52
Mastercard Incorporated Cl A (MA) 1.0 $4.6M 12k 393.30
Intuitive Surgical Com New (ISRG) 1.0 $4.5M 13k 341.94
Select Sector Spdr Tr Technology (XLK) 1.0 $4.5M 26k 173.86
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.0 $4.4M 118k 37.69
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $4.4M 20k 220.16
Booking Holdings (BKNG) 1.0 $4.4M 1.6k 2700.33
Oracle Corporation (ORCL) 1.0 $4.4M 37k 119.09
Edwards Lifesciences (EW) 1.0 $4.3M 46k 94.33
Select Sector Spdr Tr Sbi Materials (XLB) 1.0 $4.3M 52k 82.87
ON Semiconductor (ON) 1.0 $4.3M 45k 94.58
Intercontinental Exchange (ICE) 1.0 $4.2M 38k 113.08
UnitedHealth (UNH) 0.9 $4.1M 8.6k 480.64
Meta Platforms Cl A (META) 0.9 $4.1M 14k 286.98
Old Dominion Freight Line (ODFL) 0.9 $4.1M 11k 369.75
Pepsi (PEP) 0.9 $3.9M 21k 185.22
FactSet Research Systems (FDS) 0.9 $3.9M 9.7k 400.65
Comcast Corp Cl A (CMCSA) 0.8 $3.7M 90k 41.55
Casey's General Stores (CASY) 0.8 $3.7M 15k 243.88
Ishares Tr Glb Infrastr Etf (IGF) 0.8 $3.7M 79k 46.95
Cogent Communications Hldgs Com New (CCOI) 0.8 $3.7M 55k 67.29
Bank of America Corporation (BAC) 0.8 $3.7M 129k 28.69
Nordson Corporation (NDSN) 0.8 $3.7M 15k 248.18
Novo-nordisk A S Adr (NVO) 0.8 $3.4M 21k 161.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $3.4M 7.7k 443.28
Home Depot (HD) 0.7 $3.3M 11k 310.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $3.2M 57k 56.08
Amazon (AMZN) 0.7 $3.1M 24k 130.36
Pfizer (PFE) 0.7 $3.1M 86k 36.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.1M 14k 220.28
Medtronic SHS (MDT) 0.7 $3.0M 35k 88.10
Manhattan Associates (MANH) 0.7 $3.0M 15k 199.88
Republic Services (RSG) 0.6 $2.9M 19k 153.17
Valvoline Inc Common (VVV) 0.6 $2.8M 74k 37.51
Hdfc Bank Sponsored Ads (HDB) 0.6 $2.7M 39k 69.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $2.7M 61k 43.80
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.6 $2.5M 63k 40.19
Relx Sponsored Adr (RELX) 0.6 $2.5M 76k 33.43
Canadian Pacific Kansas City (CP) 0.6 $2.5M 31k 80.77
Nike CL B (NKE) 0.5 $2.4M 22k 110.37
Trex Company (TREX) 0.5 $2.4M 36k 65.56
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $2.4M 18k 132.73
Skyworks Solutions (SWKS) 0.5 $2.3M 21k 110.69
Progressive Corporation (PGR) 0.5 $2.3M 17k 132.37
Tenaris S A Sponsored Ads (TS) 0.5 $2.3M 76k 29.95
Gentex Corporation (GNTX) 0.5 $2.2M 76k 29.26
Logitech Intl S A SHS (LOGI) 0.5 $2.2M 37k 59.40
Unilever Spon Adr New (UL) 0.5 $2.2M 41k 52.13
Colgate-Palmolive Company (CL) 0.5 $2.2M 28k 77.04
FTI Consulting (FCN) 0.5 $2.1M 11k 190.20
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.9M 27k 72.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $1.9M 25k 75.57
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $1.9M 38k 50.17
Check Point Software Tech Lt Ord (CHKP) 0.4 $1.9M 15k 125.62
Toyota Motor Corp Ads (TM) 0.4 $1.7M 10k 160.75
TJX Companies (TJX) 0.4 $1.6M 19k 84.79
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.4M 28k 51.45
NVIDIA Corporation (NVDA) 0.3 $1.4M 3.3k 423.02
Ishares Tr Ishares Biotech (IBB) 0.3 $1.4M 11k 126.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.3M 18k 75.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.3M 27k 50.22
Visa Com Cl A (V) 0.3 $1.3M 5.6k 237.48
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $1.3M 18k 74.17
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $1.3M 7.7k 169.81
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $1.3M 66k 19.53
Diageo Spon Adr New (DEO) 0.3 $1.2M 7.2k 173.48
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $1.2M 18k 66.34
Eli Lilly & Co. (LLY) 0.2 $1.1M 2.3k 468.98
Tractor Supply Company (TSCO) 0.2 $1.1M 4.9k 221.10
Shp Etf Trust Neos Enh Inm Cas (CSHI) 0.2 $1.0M 20k 50.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $977k 3.6k 275.18
Palo Alto Networks (PANW) 0.2 $917k 3.6k 255.51
United Parcel Service CL B (UPS) 0.2 $872k 4.9k 179.25
Gfl Environmental Sub Vtg Shs (GFL) 0.2 $816k 21k 38.80
Becton, Dickinson and (BDX) 0.2 $781k 3.0k 264.01
Select Sector Spdr Tr Financial (XLF) 0.2 $774k 23k 33.71
Alphabet Cap Stk Cl C (GOOG) 0.2 $761k 6.3k 120.97
Arch Cap Group Ord (ACGL) 0.2 $749k 10k 74.85
Zimmer Holdings (ZBH) 0.2 $714k 4.9k 145.60
Lowe's Companies (LOW) 0.2 $713k 3.2k 225.70
State Street Corporation (STT) 0.2 $706k 9.6k 73.18
Toll Brothers (TOL) 0.1 $664k 8.4k 79.07
Polaris Industries (PII) 0.1 $647k 5.3k 120.93
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $645k 6.2k 104.04
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $639k 7.7k 83.56
Graphic Packaging Holding Company (GPK) 0.1 $635k 26k 24.03
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $628k 1.4k 442.16
Humana (HUM) 0.1 $600k 1.3k 447.13
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $590k 3.7k 157.83
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $583k 8.7k 67.09
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $582k 13k 46.16
Zoetis Cl A (ZTS) 0.1 $580k 3.4k 172.21
Vanguard World Fds Energy Etf (VDE) 0.1 $559k 5.0k 112.89
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $556k 7.4k 74.95
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $547k 5.1k 107.32
McDonald's Corporation (MCD) 0.1 $539k 1.8k 298.41
Exxon Mobil Corporation (XOM) 0.1 $500k 4.7k 107.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $478k 12k 40.68
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $472k 9.8k 48.06
Servicenow (NOW) 0.1 $441k 785.00 561.97
Lennar Corp Cl A (LEN) 0.1 $426k 3.4k 125.31
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $419k 4.2k 99.76
Chevron Corporation (CVX) 0.1 $403k 2.6k 157.35
Bunge 0.1 $398k 4.2k 94.35
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $396k 11k 35.65
Ishares Core Msci Emkt (IEMG) 0.1 $372k 7.5k 49.29
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $369k 13k 29.44
Nice Sponsored Adr (NICE) 0.1 $361k 1.7k 206.50
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $355k 3.7k 96.35
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $345k 3.4k 100.92
ConocoPhillips (COP) 0.1 $343k 3.3k 103.61
Costco Wholesale Corporation (COST) 0.1 $338k 628.00 538.38
AGCO Corporation (AGCO) 0.1 $321k 2.4k 131.42
Calibercos Com Cl A (CWD) 0.1 $319k 166k 1.92
Ford Motor Company (F) 0.1 $318k 21k 15.13
Crown Castle Intl (CCI) 0.1 $317k 2.8k 113.94
United Rentals (URI) 0.1 $316k 710.00 445.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $312k 914.00 341.00
Manpower (MAN) 0.1 $309k 3.9k 79.40
Altria (MO) 0.1 $295k 6.5k 45.30
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $289k 2.8k 102.90
NetApp (NTAP) 0.1 $289k 3.8k 76.40
Stryker Corporation (SYK) 0.1 $284k 930.00 305.09
Americold Rlty Tr (COLD) 0.1 $275k 8.5k 32.30
Freeport-mcmoran CL B (FCX) 0.1 $270k 6.8k 40.00
EOG Resources (EOG) 0.1 $269k 2.4k 114.44
Dex (DXCM) 0.1 $267k 2.1k 128.51
Equitable Holdings (EQH) 0.1 $266k 9.8k 27.16
Merck & Co (MRK) 0.1 $265k 2.3k 115.39
Datadog Cl A Com (DDOG) 0.1 $254k 2.6k 98.38
Everest Re Group (EG) 0.1 $251k 735.00 341.86
Coca-Cola Company (KO) 0.1 $249k 4.1k 60.22
Nextera Energy (NEE) 0.1 $249k 3.4k 74.20
Energizer Holdings (ENR) 0.1 $249k 7.4k 33.58
Abbott Laboratories (ABT) 0.1 $248k 2.3k 109.02
MetLife (MET) 0.1 $248k 4.4k 56.53
Grand Canyon Education (LOPE) 0.1 $244k 2.4k 103.21
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $238k 4.6k 51.70
Procter & Gamble Company (PG) 0.1 $232k 1.5k 151.74
Domino's Pizza (DPZ) 0.1 $226k 671.00 336.99
Parker-Hannifin Corporation (PH) 0.1 $224k 575.00 390.04
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $223k 852.00 261.48
Gartner (IT) 0.0 $212k 605.00 350.31
Huntington Ingalls Inds (HII) 0.0 $212k 930.00 227.60
Blue Owl Capital Com Cl A (OWL) 0.0 $211k 18k 11.65
Ishares Tr Russell 2000 Etf (IWM) 0.0 $211k 1.1k 187.27
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $210k 2.6k 81.08
Trimble Navigation (TRMB) 0.0 $207k 3.9k 52.94
FedEx Corporation (FDX) 0.0 $205k 828.00 247.90
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.0 $204k 3.8k 53.37
Spdr Ser Tr S&p Biotech (XBI) 0.0 $203k 2.4k 83.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $201k 493.00 407.28