Capital Insight Partners
Latest statistics and disclosures from Capital Insight Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PRAY, AGG, IVV, NVDA, XLK, and represent 19.43% of Capital Insight Partners's stock portfolio.
- Added to shares of these 10 stocks: CGMU (+$14M), IXUS (+$5.9M), SHLD (+$5.1M), IVV, XLK, TSM, NVDA, XLC, FIX, TIMB.
- Started 6 new stock positions in SHLD, IEFA, TSM, TIMB, CGMU, SCHM.
- Reduced shares in these 10 stocks: MUB (-$12M), UL, CP, TM, ORCL, VTEB, PH, CHE, AAPL, HON.
- Sold out of its positions in PH, SPSB, TM, UL, VTEB.
- Capital Insight Partners was a net buyer of stock by $6.7M.
- Capital Insight Partners has $604M in assets under management (AUM), dropping by 4.98%.
- Central Index Key (CIK): 0001664385
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Portfolio Holdings for Capital Insight Partners
Capital Insight Partners holds 163 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Neos Etf Trust Fis Christian (PRAY) | 5.0 | $30M | -2% | 964k | 31.36 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.4 | $27M | 267k | 100.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $25M | +23% | 38k | 669.30 |
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| NVIDIA Corporation (NVDA) | 3.0 | $18M | +7% | 99k | 186.58 |
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| Select Sector Spdr Tr Technology (XLK) | 2.8 | $17M | +15% | 60k | 281.86 |
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| Ishares Tr Core Msci Total (IXUS) | 2.7 | $16M | +57% | 196k | 82.58 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 2.6 | $16M | 337k | 46.96 |
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| Ishares Tr National Mun Etf (MUB) | 2.6 | $16M | -42% | 148k | 106.49 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 2.5 | $15M | 194k | 78.09 |
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| Apple (AAPL) | 2.4 | $15M | -5% | 58k | 254.63 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 2.4 | $14M | 295k | 48.84 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 2.3 | $14M | NEW | 506k | 27.29 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 2.0 | $12M | -2% | 129k | 95.19 |
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| Microsoft Corporation (MSFT) | 1.8 | $11M | 21k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $11M | +2% | 45k | 243.10 |
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| Meta Platforms Cl A (META) | 1.7 | $10M | -2% | 14k | 734.38 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $9.6M | -3% | 30k | 315.43 |
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| Select Sector Spdr Tr Energy (XLE) | 1.6 | $9.5M | -4% | 107k | 89.34 |
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| Casey's General Stores (CASY) | 1.6 | $9.4M | 17k | 565.32 |
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| Oracle Corporation (ORCL) | 1.5 | $9.0M | -13% | 32k | 281.24 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.5 | $8.9M | -3% | 165k | 54.09 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.4 | $8.3M | 107k | 78.37 |
|
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| Booking Holdings (BKNG) | 1.3 | $8.1M | -4% | 1.5k | 5399.27 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.3 | $7.8M | -7% | 56k | 139.17 |
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| Intuitive Surgical Com New (ISRG) | 1.3 | $7.7M | 17k | 447.23 |
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| Spdr Series Trust Nuveen Ice High (HYMB) | 1.1 | $6.9M | +2% | 276k | 24.93 |
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| Intercontinental Exchange (ICE) | 1.1 | $6.9M | 41k | 168.48 |
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| Amazon (AMZN) | 1.1 | $6.7M | 31k | 219.57 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $6.3M | -6% | 11k | 568.81 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.0 | $6.0M | 68k | 87.21 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.0 | $5.9M | 61k | 96.46 |
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| Broadcom (AVGO) | 1.0 | $5.8M | +14% | 18k | 329.91 |
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| Republic Services (RSG) | 1.0 | $5.7M | +3% | 25k | 229.48 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $5.6M | +6% | 19k | 293.74 |
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| Bank of America Corporation (BAC) | 0.9 | $5.3M | -4% | 103k | 51.59 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.9 | $5.3M | 59k | 89.62 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.8 | $5.1M | NEW | 72k | 70.24 |
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| Select Sector Spdr Tr Communication (XLC) | 0.8 | $5.0M | +30% | 43k | 118.37 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.8 | $4.9M | 24k | 206.91 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.8 | $4.9M | +14% | 20k | 239.64 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.8 | $4.7M | 77k | 61.12 |
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| Home Depot (HD) | 0.8 | $4.6M | 11k | 405.19 |
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| Comfort Systems USA (FIX) | 0.7 | $4.5M | +35% | 5.4k | 825.18 |
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| Progressive Corporation (PGR) | 0.7 | $4.4M | -14% | 18k | 246.95 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $4.3M | 4.5k | 968.09 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.7 | $4.3M | 102k | 42.13 |
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| Honeywell International (HON) | 0.7 | $4.2M | -16% | 20k | 210.50 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $4.1M | 12k | 328.17 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $4.1M | 6.1k | 666.19 |
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| Netflix (NFLX) | 0.7 | $4.0M | 3.3k | 1198.92 |
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| TJX Companies (TJX) | 0.6 | $3.9M | 27k | 144.54 |
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| Logitech Intl S A SHS (LOGI) | 0.6 | $3.8M | -3% | 35k | 109.68 |
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| Costco Wholesale Corporation (COST) | 0.6 | $3.8M | 4.1k | 925.63 |
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| Novartis Sponsored Adr (NVS) | 0.6 | $3.6M | 28k | 128.24 |
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| Manhattan Associates (MANH) | 0.6 | $3.3M | -7% | 16k | 204.98 |
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| Chemed Corp Com Stk (CHE) | 0.5 | $3.2M | -21% | 7.2k | 447.74 |
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| Old Dominion Freight Line (ODFL) | 0.5 | $3.1M | -11% | 22k | 140.78 |
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| Relx Sponsored Adr (RELX) | 0.5 | $3.1M | 65k | 47.76 |
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| Edwards Lifesciences (EW) | 0.5 | $3.0M | -20% | 39k | 77.77 |
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| O'reilly Automotive (ORLY) | 0.5 | $3.0M | 28k | 107.81 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $2.9M | 40k | 73.46 |
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| UnitedHealth (UNH) | 0.5 | $2.8M | -8% | 8.1k | 345.30 |
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| Spdr Series Trust S&p Regl Bkg (KRE) | 0.5 | $2.8M | +2% | 44k | 63.30 |
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| Palo Alto Networks (PANW) | 0.4 | $2.7M | 13k | 203.62 |
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| Wal-Mart Stores (WMT) | 0.4 | $2.5M | 24k | 103.06 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $2.5M | -12% | 44k | 55.49 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $2.4M | -5% | 25k | 95.14 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.1M | +12% | 75k | 27.90 |
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| Ishares Tr Ishares Biotech (IBB) | 0.3 | $2.0M | -2% | 14k | 144.37 |
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| Toll Brothers (TOL) | 0.3 | $2.0M | 15k | 138.14 |
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| Select Sector Spdr Tr Indl (XLI) | 0.3 | $2.0M | +7% | 13k | 154.23 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 0.3 | $1.9M | 41k | 47.38 |
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| Tractor Supply Company (TSCO) | 0.3 | $1.9M | 33k | 56.87 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.7M | 23k | 74.37 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.3 | $1.7M | 20k | 88.14 |
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| Visa Com Cl A (V) | 0.3 | $1.7M | -2% | 5.1k | 341.38 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.6M | NEW | 5.9k | 279.29 |
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| FactSet Research Systems (FDS) | 0.3 | $1.6M | -26% | 5.7k | 286.49 |
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| Hca Holdings (HCA) | 0.3 | $1.6M | 3.8k | 426.20 |
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| Servicenow (NOW) | 0.3 | $1.6M | 1.7k | 920.28 |
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| United Rentals (URI) | 0.2 | $1.5M | +6% | 1.5k | 954.66 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.2 | $1.4M | 21k | 64.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.4M | 5.5k | 243.55 |
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| Grand Canyon Education (LOPE) | 0.2 | $1.2M | 5.4k | 219.52 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.1M | -29% | 21k | 53.03 |
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| Tim Sa/brazil Sponsored Adr (TIMB) | 0.2 | $1.1M | NEW | 50k | 22.32 |
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| Equitable Holdings (EQH) | 0.2 | $1.1M | 22k | 50.78 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $1.1M | 20k | 53.87 |
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| AFLAC Incorporated (AFL) | 0.2 | $1.1M | 9.5k | 111.70 |
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| NetApp (NTAP) | 0.2 | $1.0M | 8.6k | 118.46 |
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| Valvoline Inc Common (VVV) | 0.2 | $994k | 28k | 35.91 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $991k | +35% | 2.8k | 355.47 |
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| Graphic Packaging Holding Company (GPK) | 0.2 | $984k | 50k | 19.57 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $974k | +115% | 17k | 57.04 |
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| American Electric Power Company (AEP) | 0.2 | $956k | 8.5k | 112.50 |
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| Arch Cap Group Ord (ACGL) | 0.2 | $927k | 10k | 90.73 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $895k | 54k | 16.74 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $890k | -6% | 20k | 45.51 |
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| Caterpillar (CAT) | 0.1 | $885k | 1.9k | 477.15 |
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| Lennar Corp Cl A (LEN) | 0.1 | $879k | 7.0k | 126.04 |
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| Deere & Company (DE) | 0.1 | $856k | 1.9k | 457.26 |
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| Stryker Corporation (SYK) | 0.1 | $847k | 2.3k | 369.67 |
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| Tenaris Sa Sponsored Ads (TS) | 0.1 | $840k | -19% | 24k | 35.77 |
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| Danaher Corporation (DHR) | 0.1 | $817k | 4.1k | 198.26 |
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| Zoetis Cl A (ZTS) | 0.1 | $804k | 5.5k | 146.32 |
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| Domino's Pizza (DPZ) | 0.1 | $785k | 1.8k | 431.71 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $776k | -14% | 9.8k | 78.91 |
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| Bunge Global Sa Com Shs (BG) | 0.1 | $767k | 9.4k | 81.25 |
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| Datadog Cl A (DDOG) | 0.1 | $757k | 5.3k | 142.40 |
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| Corpay (CPAY) | 0.1 | $745k | 2.6k | 288.06 |
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| Everest Re Group (EG) | 0.1 | $744k | 2.1k | 350.23 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $723k | -74% | 9.7k | 74.49 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $713k | 25k | 29.11 |
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| Trimble Navigation (TRMB) | 0.1 | $700k | +5% | 8.6k | 81.65 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $699k | 30k | 23.47 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $686k | 22k | 31.91 |
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| Blue Owl Capital Com Cl A (OWL) | 0.1 | $681k | 40k | 16.93 |
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| Cognizant Technology Solutions Corp Cl A (CTSH) | 0.1 | $651k | 9.7k | 67.07 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $646k | -16% | 30k | 21.57 |
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| Huntington Ingalls Inds (HII) | 0.1 | $634k | 2.2k | 287.91 |
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| Welltower Inc Com reit (WELL) | 0.1 | $618k | 3.5k | 178.14 |
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| FTI Consulting (FCN) | 0.1 | $598k | 3.7k | 161.65 |
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| ConocoPhillips (COP) | 0.1 | $595k | 6.3k | 94.59 |
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| Oshkosh Corporation (OSK) | 0.1 | $592k | 4.6k | 129.70 |
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| Eli Lilly & Co. (LLY) | 0.1 | $583k | -23% | 764.00 | 763.00 |
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| McDonald's Corporation (MCD) | 0.1 | $577k | 1.9k | 303.89 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $560k | -35% | 7.0k | 79.93 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $551k | 14k | 39.22 |
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| EOG Resources (EOG) | 0.1 | $544k | 4.8k | 112.12 |
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| American Tower Reit (AMT) | 0.1 | $531k | -11% | 2.8k | 192.32 |
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| Nextera Energy (NEE) | 0.1 | $524k | 6.9k | 75.49 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $503k | 2.6k | 194.50 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $495k | 4.9k | 100.69 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $480k | -3% | 5.3k | 91.42 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $480k | 1.0k | 468.41 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $467k | +4% | 626.00 | 746.63 |
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| Axon Enterprise (AXON) | 0.1 | $462k | 644.00 | 717.64 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $441k | +15% | 2.3k | 190.58 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $428k | -3% | 3.4k | 125.86 |
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| Trade Desk Inc/the Com Cl A (TTD) | 0.1 | $413k | -9% | 8.4k | 49.01 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $340k | 13k | 25.71 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $338k | 1.9k | 182.42 |
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| Tesla Motors (TSLA) | 0.1 | $316k | -5% | 710.00 | 444.72 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $289k | 6.1k | 47.63 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $288k | 5.7k | 50.75 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $278k | -10% | 11k | 24.40 |
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| Sprouts Fmrs Mkt (SFM) | 0.0 | $267k | 2.5k | 108.80 |
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| Darden Restaurants (DRI) | 0.0 | $257k | 1.3k | 190.36 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $254k | 415.00 | 612.38 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $254k | 1.1k | 241.96 |
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| Ford Motor Company (F) | 0.0 | $251k | 21k | 11.96 |
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| Eaton Corp SHS (ETN) | 0.0 | $244k | 651.00 | 374.25 |
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| Coca-Cola Company (KO) | 0.0 | $242k | 3.6k | 66.32 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $238k | 4.7k | 50.73 |
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| Abbott Laboratories (ABT) | 0.0 | $235k | 1.8k | 133.94 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $233k | 2.1k | 112.75 |
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| Altria (MO) | 0.0 | $230k | -2% | 3.5k | 66.06 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $228k | 453.00 | 502.74 |
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| Trane Technologies SHS (TT) | 0.0 | $226k | 536.00 | 421.96 |
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| International Business Machines (IBM) | 0.0 | $219k | 776.00 | 282.16 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $218k | 3.3k | 65.26 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $206k | NEW | 2.4k | 87.31 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $206k | NEW | 6.9k | 29.64 |
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Past Filings by Capital Insight Partners
SEC 13F filings are viewable for Capital Insight Partners going back to 2015
- Capital Insight Partners 2025 Q3 filed Oct. 14, 2025
- Capital Insight Partners 2025 Q2 filed July 17, 2025
- Capital Insight Partners 2025 Q1 filed April 30, 2025
- Capital Insight Partners 2024 Q4 filed Jan. 24, 2025
- Capital Insight Partners 2024 Q3 filed Oct. 9, 2024
- Capital Insight Partners 2024 Q2 filed July 24, 2024
- Capital Insight Partners 2024 Q1 filed April 16, 2024
- Capital Insight Partners 2023 Q4 filed Jan. 24, 2024
- Capital Insight Partners 2023 Q3 filed Oct. 30, 2023
- Capital Insight Partners 2023 Q2 filed July 24, 2023
- Capital Insight Partners 2023 Q1 filed April 28, 2023
- Capital Insight Partners 2022 Q4 filed Feb. 7, 2023
- Capital Insight Partners 2022 Q3 filed Oct. 20, 2022
- Capital Insight Partners 2022 Q2 filed July 20, 2022
- Capital Insight Partners 2022 Q1 filed April 21, 2022
- Capital Insight Partners 2021 Q4 filed Jan. 20, 2022