Capital Insight Partners

Capital Insight Partners as of Sept. 30, 2023

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 161 positions in its portfolio as reported in the September 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 $32M 343k 94.04
Ishares Tr National Mun Etf (MUB) 5.3 $23M 227k 102.54
Neos Etf Trust Fis Christian (PRAY) 5.2 $23M 976k 23.26
Vanguard Bd Index Fds Intermed Term (BIV) 4.5 $20M 276k 72.31
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.1 $14M 295k 46.38
Ishares Tr Core S&p500 Etf (IVV) 2.8 $12M 29k 429.43
Apple (AAPL) 2.5 $11M 63k 171.21
Spdr Ser Tr Bloomberg Emergi (EBND) 2.3 $10M 516k 19.83
Select Sector Spdr Tr Energy (XLE) 1.9 $8.3M 92k 90.39
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.8 $8.0M 164k 48.65
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.7 $7.4M 229k 32.25
Alphabet Cap Stk Cl A (GOOGL) 1.5 $6.7M 52k 130.86
Microsoft Corporation (MSFT) 1.4 $6.2M 20k 315.75
Ishares Tr Core Msci Total (IXUS) 1.4 $6.2M 103k 59.99
Spdr Ser Tr Portfolio Short (SPSB) 1.4 $6.0M 203k 29.32
Booking Holdings (BKNG) 1.2 $5.3M 1.7k 3083.95
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.2 $5.2M 220k 23.82
JPMorgan Chase & Co. (JPM) 1.2 $5.2M 36k 145.02
Mastercard Incorporated Cl A (MA) 1.1 $4.8M 12k 395.91
Chemed Corp Com Stk (CHE) 1.1 $4.8M 9.2k 519.70
Old Dominion Freight Line (ODFL) 1.1 $4.7M 11k 409.14
Honeywell International (HON) 1.1 $4.7M 25k 184.74
ON Semiconductor (ON) 1.0 $4.5M 49k 92.95
Meta Platforms Cl A (META) 1.0 $4.5M 15k 300.21
Johnson & Johnson (JNJ) 1.0 $4.5M 29k 155.75
UnitedHealth (UNH) 1.0 $4.4M 8.8k 504.19
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $4.4M 21k 208.24
FactSet Research Systems (FDS) 1.0 $4.4M 10k 437.26
Intercontinental Exchange (ICE) 1.0 $4.3M 40k 110.02
Select Sector Spdr Tr Sbi Materials (XLB) 1.0 $4.3M 55k 78.55
Intuitive Surgical Com New (ISRG) 1.0 $4.3M 15k 292.29
Casey's General Stores (CASY) 1.0 $4.2M 16k 271.52
Select Sector Spdr Tr Technology (XLK) 1.0 $4.2M 26k 163.93
Novo-nordisk A S Adr (NVO) 0.9 $4.0M 44k 90.94
Oracle Corporation (ORCL) 0.9 $4.0M 38k 105.92
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.9 $4.0M 117k 34.07
Comcast Corp Cl A (CMCSA) 0.9 $3.9M 89k 44.34
Pepsi (PEP) 0.8 $3.7M 22k 169.44
Bank of America Corporation (BAC) 0.8 $3.6M 132k 27.38
Cogent Communications Hldgs Com New (CCOI) 0.8 $3.5M 57k 61.90
Amazon (AMZN) 0.8 $3.5M 28k 127.12
Nordson Corporation (NDSN) 0.8 $3.4M 15k 223.17
Home Depot (HD) 0.8 $3.4M 11k 302.16
Ishares Tr Glb Infrastr Etf (IGF) 0.8 $3.4M 78k 43.29
Edwards Lifesciences (EW) 0.8 $3.3M 48k 69.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $3.2M 7.5k 427.46
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $3.1M 58k 53.52
Manhattan Associates (MANH) 0.7 $3.0M 15k 197.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.0M 14k 212.41
Pfizer (PFE) 0.7 $2.9M 88k 33.17
Republic Services (RSG) 0.6 $2.8M 20k 142.51
Logitech Intl S A SHS (LOGI) 0.6 $2.8M 40k 68.94
Tenaris S A Sponsored Ads (TS) 0.6 $2.7M 85k 31.60
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $2.7M 64k 41.42
Relx Sponsored Adr (RELX) 0.6 $2.7M 79k 33.70
Gentex Corporation (GNTX) 0.6 $2.6M 79k 32.54
Valvoline Inc Common (VVV) 0.6 $2.5M 78k 32.24
Hdfc Bank Sponsored Ads (HDB) 0.6 $2.5M 42k 59.01
Progressive Corporation (PGR) 0.6 $2.5M 18k 139.30
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.6 $2.4M 63k 38.93
Skyworks Solutions (SWKS) 0.5 $2.4M 24k 98.59
Canadian Pacific Kansas City (CP) 0.5 $2.4M 32k 74.41
Check Point Software Tech Lt Ord (CHKP) 0.5 $2.4M 18k 133.28
Trex Company (TREX) 0.5 $2.3M 38k 61.63
Nike CL B (NKE) 0.5 $2.3M 24k 95.62
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $2.3M 18k 128.74
Unilever Spon Adr New (UL) 0.5 $2.2M 44k 49.40
Colgate-Palmolive Company (CL) 0.5 $2.0M 29k 71.11
Toyota Motor Corp Ads (TM) 0.5 $2.0M 11k 179.75
FTI Consulting (FCN) 0.5 $2.0M 11k 178.41
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $1.8M 25k 75.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.8M 26k 69.78
TJX Companies (TJX) 0.4 $1.8M 20k 88.88
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $1.8M 36k 49.83
NVIDIA Corporation (NVDA) 0.4 $1.6M 3.6k 434.99
Ishares Tr Ishares Biotech (IBB) 0.3 $1.5M 12k 122.29
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.4M 29k 49.41
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.3M 18k 75.15
Visa Com Cl A (V) 0.3 $1.3M 5.7k 230.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.3M 27k 48.10
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $1.2M 19k 63.49
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $1.2M 18k 68.81
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $1.2M 7.3k 160.98
Eli Lilly & Co. (LLY) 0.3 $1.2M 2.2k 537.13
Neos Etf Trust Neos Enh Inm Cas (CSHI) 0.3 $1.2M 23k 49.89
Diageo Spon Adr New (DEO) 0.3 $1.2M 7.7k 149.18
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $983k 55k 17.75
Palo Alto Networks (PANW) 0.2 $920k 3.9k 234.44
Alphabet Cap Stk Cl C (GOOG) 0.2 $847k 6.4k 131.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $822k 3.1k 265.99
Tractor Supply Company (TSCO) 0.2 $810k 4.0k 203.05
Arch Cap Group Ord (ACGL) 0.2 $797k 10k 79.71
United Parcel Service CL B (UPS) 0.2 $759k 4.9k 155.87
Select Sector Spdr Tr Financial (XLF) 0.2 $738k 22k 33.17
Becton, Dickinson and (BDX) 0.2 $732k 2.8k 258.53
Gfl Environmental Sub Vtg Shs (GFL) 0.2 $730k 23k 31.76
Humana (HUM) 0.2 $714k 1.5k 486.52
Lowe's Companies (LOW) 0.2 $714k 3.4k 207.84
Toll Brothers (TOL) 0.2 $681k 9.2k 73.96
Graphic Packaging Holding Company (GPK) 0.1 $636k 29k 22.28
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $633k 6.2k 102.86
Zoetis Cl A (ZTS) 0.1 $629k 3.6k 173.98
Vanguard World Fds Energy Etf (VDE) 0.1 $628k 5.0k 126.74
Zimmer Holdings (ZBH) 0.1 $603k 5.4k 112.22
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $589k 1.4k 414.90
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $578k 7.6k 75.66
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $564k 8.7k 64.46
Polaris Industries (PII) 0.1 $542k 5.2k 104.14
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $532k 12k 44.23
Exxon Mobil Corporation (XOM) 0.1 $526k 4.5k 117.58
Select Sector Spdr Tr Indl (XLI) 0.1 $517k 5.1k 101.38
Bunge 0.1 $504k 4.7k 108.25
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $504k 6.9k 72.72
Servicenow (NOW) 0.1 $486k 869.00 558.96
McDonald's Corporation (MCD) 0.1 $473k 1.8k 263.44
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $460k 3.0k 151.82
State Street Corporation (STT) 0.1 $437k 6.5k 66.96
ConocoPhillips (COP) 0.1 $425k 3.6k 119.80
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $423k 4.1k 102.87
Lennar Corp Cl A (LEN) 0.1 $422k 3.8k 112.23
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $421k 4.2k 100.14
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $412k 8.6k 47.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $398k 10k 39.21
Costco Wholesale Corporation (COST) 0.1 $389k 688.00 564.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $377k 11k 33.96
Chevron Corporation (CVX) 0.1 $360k 2.1k 168.62
United Rentals (URI) 0.1 $348k 782.00 444.57
Ishares Core Msci Emkt (IEMG) 0.1 $337k 7.1k 47.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $333k 950.00 350.30
EOG Resources (EOG) 0.1 $330k 2.6k 126.76
Nice Sponsored Adr (NICE) 0.1 $323k 1.9k 170.00
AGCO Corporation (AGCO) 0.1 $320k 2.7k 118.28
NetApp (NTAP) 0.1 $318k 4.2k 75.88
Manpower (MAN) 0.1 $316k 4.3k 73.32
Equitable Holdings (EQH) 0.1 $308k 11k 28.39
Grand Canyon Education (LOPE) 0.1 $305k 2.6k 116.88
Americold Rlty Tr (COLD) 0.1 $287k 9.4k 30.41
Crown Castle Intl (CCI) 0.1 $282k 3.1k 92.03
Domino's Pizza (DPZ) 0.1 $281k 743.00 378.79
Freeport-mcmoran CL B (FCX) 0.1 $281k 7.5k 37.29
Stryker Corporation (SYK) 0.1 $280k 1.0k 273.27
Altria (MO) 0.1 $273k 6.5k 42.05
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $272k 2.7k 101.33
Energizer Holdings (ENR) 0.1 $263k 8.2k 32.04
Ford Motor Company (F) 0.1 $261k 21k 12.42
Blue Owl Capital Com Cl A (OWL) 0.1 $260k 20k 12.96
Datadog Cl A Com (DDOG) 0.1 $260k 2.9k 91.09
Everest Re Group (EG) 0.1 $255k 735.00 347.06
Parker-Hannifin Corporation (PH) 0.1 $247k 635.00 389.52
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $234k 2.7k 86.90
Trimble Navigation (TRMB) 0.1 $233k 4.3k 53.86
Coca-Cola Company (KO) 0.1 $232k 4.1k 55.98
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $230k 4.6k 49.85
Merck & Co (MRK) 0.1 $227k 2.2k 102.95
Calibercos Com Cl A (CWD) 0.1 $226k 166k 1.36
Abbott Laboratories (ABT) 0.1 $221k 2.3k 96.85
FedEx Corporation (FDX) 0.0 $219k 828.00 264.92
Dex (DXCM) 0.0 $214k 2.3k 93.30
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $212k 852.00 249.35
Huntington Ingalls Inds (HII) 0.0 $210k 1.0k 204.58
Gartner (IT) 0.0 $208k 605.00 343.61