Capital Insight Partners

Capital Insight Partners as of March 31, 2024

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 162 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 6.6 $35M 358k 97.94
Neos Etf Trust Fis Christian (PRAY) 5.1 $27M 980k 27.78
Ishares Tr National Mun Etf (MUB) 4.9 $26M 245k 107.60
Vanguard Bd Index Fds Intermed Term (BIV) 4.1 $22M 290k 75.40
Ishares Tr Core S&p500 Etf (IVV) 3.0 $16M 31k 525.73
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.7 $15M 308k 47.44
Spdr Ser Tr Bloomberg Emergi (EBND) 2.1 $11M 558k 20.50
Apple (AAPL) 2.1 $11M 65k 171.48
Select Sector Spdr Tr Energy (XLE) 1.7 $9.3M 99k 94.41
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.7 $9.1M 176k 51.60
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.7 $9.0M 61k 147.73
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.6 $8.7M 243k 35.80
Microsoft Corporation (MSFT) 1.6 $8.6M 20k 420.72
Alphabet Cap Stk Cl A (GOOGL) 1.4 $7.7M 51k 150.93
Ishares Tr Core Msci Total (IXUS) 1.4 $7.5M 110k 67.86
Meta Platforms Cl A (META) 1.4 $7.3M 15k 485.58
JPMorgan Chase & Co. (JPM) 1.3 $7.2M 36k 200.30
Intuitive Surgical Com New (ISRG) 1.3 $7.0M 18k 399.09
Booking Holdings (BKNG) 1.2 $6.5M 1.8k 3627.88
Chemed Corp Com Stk (CHE) 1.2 $6.4M 10k 641.93
Spdr Ser Tr Portfolio Short (SPSB) 1.2 $6.3M 213k 29.77
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.2 $6.3M 245k 25.69
Mastercard Incorporated Cl A (MA) 1.1 $6.2M 13k 481.57
Intercontinental Exchange (ICE) 1.1 $5.8M 43k 137.43
Novo-nordisk A S Adr (NVO) 1.1 $5.8M 45k 128.40
Casey's General Stores (CASY) 1.1 $5.7M 18k 318.45
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $5.7M 23k 249.86
Amazon (AMZN) 1.0 $5.5M 30k 180.38
Edwards Lifesciences (EW) 1.0 $5.4M 57k 95.56
Select Sector Spdr Tr Sbi Materials (XLB) 1.0 $5.4M 58k 92.89
Honeywell International (HON) 1.0 $5.3M 26k 205.25
Old Dominion Freight Line (ODFL) 1.0 $5.2M 24k 219.31
Select Sector Spdr Tr Technology (XLK) 1.0 $5.1M 25k 208.27
Bank of America Corporation (BAC) 1.0 $5.1M 134k 37.92
Oracle Corporation (ORCL) 0.9 $5.1M 40k 125.61
FactSet Research Systems (FDS) 0.9 $5.0M 11k 454.39
Home Depot (HD) 0.8 $4.5M 12k 383.60
UnitedHealth (UNH) 0.8 $4.5M 9.0k 494.70
ON Semiconductor (ON) 0.8 $4.2M 58k 73.55
Republic Services (RSG) 0.8 $4.2M 22k 191.44
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.8 $4.1M 104k 39.53
Cogent Communications Hldgs Com New (CCOI) 0.8 $4.1M 62k 65.33
Nordson Corporation (NDSN) 0.8 $4.0M 15k 274.54
Asml Holding N V N Y Registry Shs (ASML) 0.7 $4.0M 4.1k 970.47
Pepsi (PEP) 0.7 $4.0M 23k 175.01
Logitech Intl S A SHS (LOGI) 0.7 $4.0M 45k 89.37
Trex Company (TREX) 0.7 $3.9M 39k 99.75
Progressive Corporation (PGR) 0.7 $3.8M 19k 206.82
Valvoline Inc Common (VVV) 0.7 $3.8M 86k 44.57
Comcast Corp Cl A (CMCSA) 0.7 $3.8M 88k 43.35
Relx Sponsored Adr (RELX) 0.7 $3.8M 88k 43.29
Tenaris S A Sponsored Ads (TS) 0.7 $3.8M 96k 39.27
Manhattan Associates (MANH) 0.7 $3.7M 15k 250.23
Ishares Tr Glb Infrastr Etf (IGF) 0.7 $3.6M 76k 47.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.6M 14k 259.90
Check Point Software Tech Lt Ord (CHKP) 0.7 $3.5M 21k 164.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $3.5M 6.7k 523.09
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $3.3M 68k 49.24
Gentex Corporation (GNTX) 0.6 $3.2M 89k 36.12
Canadian Pacific Kansas City (CP) 0.6 $3.2M 36k 88.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $3.1M 52k 60.30
Skyworks Solutions (SWKS) 0.6 $3.1M 29k 108.32
Toyota Motor Corp Ads (TM) 0.6 $3.0M 12k 251.68
NVIDIA Corporation (NVDA) 0.5 $2.8M 3.1k 903.56
Hdfc Bank Sponsored Ads (HDB) 0.5 $2.8M 50k 55.97
Colgate-Palmolive Company (CL) 0.5 $2.6M 29k 90.05
FTI Consulting (FCN) 0.5 $2.6M 12k 210.29
Nike CL B (NKE) 0.5 $2.5M 27k 93.98
Pfizer (PFE) 0.4 $2.4M 87k 27.75
TJX Companies (TJX) 0.4 $2.3M 23k 101.42
Unilever Spon Adr New (UL) 0.4 $2.2M 43k 50.19
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.8M 25k 72.63
Toll Brothers (TOL) 0.3 $1.8M 14k 129.37
Ishares Tr Ishares Biotech (IBB) 0.3 $1.8M 13k 137.22
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.8M 34k 51.28
Palo Alto Networks (PANW) 0.3 $1.6M 5.7k 284.13
Visa Com Cl A (V) 0.3 $1.6M 5.7k 279.08
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $1.4M 19k 73.46
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $1.4M 18k 76.36
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.4M 25k 55.67
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $1.3M 7.2k 183.89
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M 26k 50.60
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.3M 17k 76.67
Lowe's Companies (LOW) 0.2 $1.3M 5.0k 254.73
Graphic Packaging Holding Company (GPK) 0.2 $1.2M 43k 29.18
Eli Lilly & Co. (LLY) 0.2 $1.2M 1.6k 777.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.2M 16k 77.31
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.2 $1.2M 24k 49.80
Gfl Environmental Sub Vtg Shs (GFL) 0.2 $1.2M 35k 34.50
Diageo Spon Adr New (DEO) 0.2 $1.1M 7.7k 148.74
Servicenow (NOW) 0.2 $1.0M 1.4k 762.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.0M 3.1k 337.05
Lennar Corp Cl A (LEN) 0.2 $1.0M 5.9k 171.98
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $995k 49k 20.30
Arch Cap Group Ord (ACGL) 0.2 $924k 10k 92.44
Select Sector Spdr Tr Financial (XLF) 0.2 $919k 22k 42.12
Alphabet Cap Stk Cl C (GOOG) 0.2 $913k 6.0k 152.26
Tractor Supply Company (TSCO) 0.2 $877k 3.4k 261.72
United Rentals (URI) 0.2 $876k 1.2k 721.11
Zoetis Cl A (ZTS) 0.2 $864k 5.1k 169.21
Bunge Global Sa Com Shs (BG) 0.2 $815k 7.9k 102.52
Costco Wholesale Corporation (COST) 0.1 $772k 1.1k 732.63
Humana (HUM) 0.1 $748k 2.2k 346.72
Vanguard World Inf Tech Etf (VGT) 0.1 $745k 1.4k 524.34
Danaher Corporation (DHR) 0.1 $740k 3.0k 249.72
Everest Re Group (EG) 0.1 $720k 1.8k 397.50
Select Sector Spdr Tr Indl (XLI) 0.1 $716k 5.7k 125.96
NetApp (NTAP) 0.1 $697k 6.6k 104.97
ConocoPhillips (COP) 0.1 $695k 5.5k 127.28
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $679k 15k 46.00
Corpay Com Shs 0.1 $679k 2.2k 308.54
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $671k 8.8k 75.98
Equitable Holdings (EQH) 0.1 $653k 17k 38.01
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $652k 7.5k 86.48
Vanguard World Energy Etf (VDE) 0.1 $652k 5.0k 131.70
AFLAC Incorporated (AFL) 0.1 $644k 7.5k 85.86
Stryker Corporation (SYK) 0.1 $612k 1.7k 357.87
Cognizant Technology Solutio Cl A (CTSH) 0.1 $604k 8.2k 73.29
Parker-Hannifin Corporation (PH) 0.1 $600k 1.1k 555.79
Blue Owl Capital Com Cl A (OWL) 0.1 $600k 32k 18.86
Domino's Pizza (DPZ) 0.1 $584k 1.2k 496.88
American Tower Reit (AMT) 0.1 $580k 2.9k 197.59
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $578k 6.2k 92.72
Broadcom (AVGO) 0.1 $569k 429.00 1325.41
Grand Canyon Education (LOPE) 0.1 $562k 4.1k 136.21
Datadog Cl A Com (DDOG) 0.1 $558k 4.5k 123.60
Freeport-mcmoran CL B (FCX) 0.1 $555k 12k 47.02
AGCO Corporation (AGCO) 0.1 $528k 4.3k 123.02
EOG Resources (EOG) 0.1 $526k 4.1k 127.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $526k 2.9k 179.11
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $525k 5.0k 104.73
Becton, Dickinson and (BDX) 0.1 $525k 2.1k 247.45
McDonald's Corporation (MCD) 0.1 $509k 1.8k 281.95
Huntington Ingalls Inds (HII) 0.1 $507k 1.7k 291.47
Dex (DXCM) 0.1 $499k 3.6k 138.70
Exxon Mobil Corporation (XOM) 0.1 $482k 4.1k 116.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $457k 12k 39.02
Trimble Navigation (TRMB) 0.1 $440k 6.8k 64.36
Energizer Holdings (ENR) 0.1 $381k 13k 29.44
Americold Rlty Tr (COLD) 0.1 $371k 15k 24.92
State Street Corporation (STT) 0.1 $331k 4.3k 77.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $323k 768.00 420.52
Chevron Corporation (CVX) 0.1 $319k 2.0k 157.74
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $304k 6.3k 48.21
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $298k 3.0k 100.54
Johnson & Johnson (JNJ) 0.1 $287k 1.8k 158.19
Merck & Co (MRK) 0.1 $283k 2.1k 131.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $282k 6.8k 41.77
Ford Motor Company (F) 0.1 $279k 21k 13.28
United Parcel Service CL B (UPS) 0.1 $269k 1.8k 148.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $269k 4.4k 61.05
Abbott Laboratories (ABT) 0.0 $256k 2.2k 113.66
Coca-Cola Company (KO) 0.0 $254k 4.2k 61.18
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $253k 4.2k 60.74
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $247k 6.2k 39.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $237k 493.00 480.70
Ishares Tr Russell 2000 Etf (IWM) 0.0 $237k 1.1k 210.30
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $229k 5.0k 45.31
Darden Restaurants (DRI) 0.0 $226k 1.3k 167.15
BioMarin Pharmaceutical (BMRN) 0.0 $209k 2.4k 87.34
Ishares Core Msci Emkt (IEMG) 0.0 $207k 4.0k 51.60
Calibercos Com Cl A (CWD) 0.0 $81k 81k 1.00