Capital Insight Partners
Latest statistics and disclosures from Capital Insight Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, PRAY, MUB, IVV, VMBS, and represent 20.62% of Capital Insight Partners's stock portfolio.
- Added to shares of these 10 stocks: TSCO, PRAY, SCHA, PANW, VMBS, XLU, AGG, DE, AEP, CAT.
- Started 6 new stock positions in DE, XLU, CAT, AEP, GLD, TSLA.
- Reduced shares in these 10 stocks: LOW, SCHC, FDS, RELX, IVV, AGCO, VGT, XLK, GOOGL, DXCM.
- Sold out of its positions in AGCO, CWD, DXCM, SUB, LOW, SCHM, STT.
- Capital Insight Partners was a net buyer of stock by $25M.
- Capital Insight Partners has $579M in assets under management (AUM), dropping by 1.26%.
- Central Index Key (CIK): 0001664385
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Portfolio Holdings for Capital Insight Partners
Capital Insight Partners holds 156 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 5.1 | $29M | +2% | 303k | 96.90 |
|
| Neos Etf Trust Fis Christian (PRAY) | 5.0 | $29M | +6% | 1.0M | 28.86 |
|
| Ishares Tr National Mun Etf (MUB) | 4.7 | $27M | +2% | 256k | 106.55 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $17M | -3% | 29k | 588.68 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 2.8 | $16M | +6% | 362k | 45.34 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 2.7 | $16M | 211k | 74.73 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 2.6 | $15M | +3% | 319k | 47.77 |
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| Apple (AAPL) | 2.6 | $15M | 60k | 250.42 |
|
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 2.2 | $13M | +3% | 145k | 89.04 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.8 | $10M | +4% | 199k | 51.51 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.7 | $9.8M | +5% | 114k | 85.66 |
|
| Intuitive Surgical Com New (ISRG) | 1.6 | $9.4M | +2% | 18k | 521.96 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.6 | $9.0M | +2% | 66k | 137.57 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.6 | $9.0M | +4% | 115k | 78.61 |
|
| Meta Platforms Cl A (META) | 1.5 | $8.9M | 15k | 585.51 |
|
|
| Microsoft Corporation (MSFT) | 1.5 | $8.6M | +4% | 20k | 421.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $8.5M | -3% | 45k | 189.30 |
|
| Booking Holdings (BKNG) | 1.5 | $8.5M | 1.7k | 4968.42 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $8.0M | 33k | 239.71 |
|
|
| NVIDIA Corporation (NVDA) | 1.3 | $7.6M | +5% | 56k | 134.29 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 1.3 | $7.4M | -12% | 215k | 34.33 |
|
| Casey's General Stores (CASY) | 1.2 | $7.1M | 18k | 396.23 |
|
|
| Spdr Ser Tr Portfolio Short (SPSB) | 1.2 | $7.0M | +5% | 234k | 29.86 |
|
| Ishares Tr Core Msci Total (IXUS) | 1.2 | $7.0M | 105k | 66.14 |
|
|
| Amazon (AMZN) | 1.2 | $6.9M | +5% | 31k | 219.39 |
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| Mastercard Incorporated Cl A (MA) | 1.2 | $6.8M | +3% | 13k | 526.57 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 1.2 | $6.7M | +5% | 262k | 25.58 |
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| Oracle Corporation (ORCL) | 1.1 | $6.5M | 39k | 166.64 |
|
|
| Intercontinental Exchange (ICE) | 1.1 | $6.4M | +3% | 43k | 149.01 |
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| Honeywell International (HON) | 1.0 | $5.9M | 26k | 225.89 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $5.8M | 22k | 264.13 |
|
|
| Chemed Corp Com Stk (CHE) | 1.0 | $5.6M | +5% | 11k | 529.80 |
|
| Bank of America Corporation (BAC) | 0.9 | $5.4M | 123k | 43.95 |
|
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.9 | $5.4M | +2% | 64k | 84.14 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $5.2M | -6% | 22k | 232.52 |
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| Republic Services (RSG) | 0.9 | $5.1M | +5% | 25k | 201.18 |
|
| Cogent Communications Hldgs Com New (CCOI) | 0.9 | $5.0M | +4% | 66k | 77.07 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.9 | $5.0M | +7% | 122k | 40.67 |
|
| Home Depot (HD) | 0.8 | $4.8M | +2% | 12k | 388.99 |
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| Tractor Supply Company (TSCO) | 0.8 | $4.8M | +2622% | 90k | 53.06 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.8 | $4.7M | +7% | 25k | 186.70 |
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| UnitedHealth (UNH) | 0.8 | $4.7M | +5% | 9.2k | 505.86 |
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| Edwards Lifesciences (EW) | 0.8 | $4.6M | +3% | 63k | 74.03 |
|
| Old Dominion Freight Line (ODFL) | 0.8 | $4.5M | +5% | 26k | 176.40 |
|
| FactSet Research Systems (FDS) | 0.8 | $4.5M | -15% | 9.5k | 480.28 |
|
| Novo-nordisk A S Adr (NVO) | 0.8 | $4.5M | +13% | 52k | 86.02 |
|
| Tenaris S A Sponsored Ads (TS) | 0.8 | $4.4M | +3% | 117k | 37.79 |
|
| Progressive Corporation (PGR) | 0.8 | $4.4M | +4% | 18k | 239.61 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.7 | $4.3M | +7% | 83k | 52.27 |
|
| Logitech Intl S A SHS (LOGI) | 0.7 | $4.3M | +8% | 52k | 82.35 |
|
| Manhattan Associates (MANH) | 0.7 | $4.1M | +3% | 15k | 270.24 |
|
| ON Semiconductor (ON) | 0.7 | $4.0M | +6% | 63k | 63.05 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $3.7M | -2% | 6.4k | 586.10 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $3.7M | -3% | 13k | 289.81 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.6 | $3.5M | +100% | 134k | 25.86 |
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| Valvoline Inc Common (VVV) | 0.6 | $3.4M | +5% | 95k | 36.18 |
|
| Nordson Corporation (NDSN) | 0.6 | $3.4M | +6% | 16k | 209.24 |
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| Comcast Corp Cl A (CMCSA) | 0.6 | $3.4M | 90k | 37.53 |
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| TJX Companies (TJX) | 0.6 | $3.3M | +12% | 27k | 120.81 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $3.3M | +9% | 4.7k | 693.08 |
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| Relx Sponsored Adr (RELX) | 0.6 | $3.2M | -18% | 70k | 45.42 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.5 | $3.2M | +2% | 50k | 63.86 |
|
| Trex Company (TREX) | 0.5 | $3.0M | +6% | 43k | 69.03 |
|
| Canadian Pacific Kansas City (CP) | 0.5 | $2.9M | +7% | 41k | 72.37 |
|
| Gentex Corporation (GNTX) | 0.5 | $2.9M | +4% | 101k | 28.73 |
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| Novartis Sponsored Adr (NVS) | 0.5 | $2.9M | +10% | 30k | 97.31 |
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| Skyworks Solutions (SWKS) | 0.5 | $2.9M | +5% | 33k | 88.68 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $2.7M | -6% | 45k | 58.93 |
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| Nike CL B (NKE) | 0.4 | $2.6M | +11% | 34k | 75.67 |
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| Toyota Motor Corp Ads (TM) | 0.4 | $2.6M | +5% | 13k | 194.61 |
|
| FTI Consulting (FCN) | 0.4 | $2.6M | +2% | 14k | 191.13 |
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| Unilever Spon Adr New (UL) | 0.4 | $2.5M | +4% | 45k | 56.70 |
|
| Palo Alto Networks (PANW) | 0.4 | $2.3M | +113% | 13k | 181.96 |
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| Ishares Tr Ishares Biotech (IBB) | 0.4 | $2.1M | +9% | 16k | 132.21 |
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| Toll Brothers (TOL) | 0.3 | $2.0M | +7% | 16k | 125.95 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 0.3 | $1.8M | +7% | 40k | 44.54 |
|
| Visa Com Cl A (V) | 0.3 | $1.7M | -3% | 5.4k | 316.04 |
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| Servicenow (NOW) | 0.3 | $1.7M | +7% | 1.6k | 1060.12 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.6M | 23k | 71.91 |
|
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $1.6M | 30k | 51.70 |
|
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| Broadcom (AVGO) | 0.3 | $1.5M | +5% | 6.5k | 231.84 |
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| Ishares Tr Aggres Alloc Etf (AOA) | 0.3 | $1.5M | 20k | 76.61 |
|
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $1.5M | -7% | 6.7k | 224.35 |
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| Select Sector Spdr Tr Indl (XLI) | 0.3 | $1.5M | +68% | 11k | 131.76 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | +19% | 1.5k | 916.27 |
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| Graphic Packaging Holding Company (GPK) | 0.2 | $1.3M | +8% | 49k | 27.16 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.3M | -4% | 27k | 50.13 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.2 | $1.2M | -11% | 21k | 57.32 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.1M | 1.4k | 772.00 |
|
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| Hca Holdings (HCA) | 0.2 | $1.1M | +14% | 3.7k | 300.15 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.0M | -11% | 13k | 78.01 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $1.0M | 21k | 48.33 |
|
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| Equitable Holdings (EQH) | 0.2 | $991k | +14% | 21k | 47.17 |
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| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.2 | $984k | -5% | 20k | 49.82 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $976k | -5% | 13k | 77.27 |
|
| United Rentals (URI) | 0.2 | $974k | +6% | 1.4k | 704.44 |
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| NetApp (NTAP) | 0.2 | $961k | +16% | 8.3k | 116.08 |
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| AFLAC Incorporated (AFL) | 0.2 | $951k | +15% | 9.2k | 103.44 |
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| Arch Cap Group Ord (ACGL) | 0.2 | $924k | 10k | 92.35 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $922k | -4% | 44k | 21.06 |
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| Lennar Corp Cl A (LEN) | 0.2 | $922k | +7% | 6.8k | 136.37 |
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| Blue Owl Capital Com Cl A (OWL) | 0.2 | $910k | +15% | 39k | 23.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $897k | -10% | 4.7k | 190.44 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.2 | $895k | +190% | 41k | 22.04 |
|
| Zoetis Cl A (ZTS) | 0.2 | $877k | +9% | 5.4k | 162.93 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $866k | +126% | 38k | 22.70 |
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| Grand Canyon Education (LOPE) | 0.1 | $854k | +18% | 5.2k | 163.80 |
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| Corpay Com Shs (CPAY) | 0.1 | $849k | +7% | 2.5k | 338.42 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $836k | +9% | 1.3k | 636.03 |
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| Danaher Corporation (DHR) | 0.1 | $799k | +8% | 3.5k | 229.55 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $779k | NEW | 10k | 75.69 |
|
| Stryker Corporation (SYK) | 0.1 | $749k | +12% | 2.1k | 360.05 |
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| Everest Re Group (EG) | 0.1 | $748k | +7% | 2.1k | 362.46 |
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| Domino's Pizza (DPZ) | 0.1 | $742k | +15% | 1.8k | 419.76 |
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| Datadog Cl A Com (DDOG) | 0.1 | $737k | +7% | 5.2k | 142.89 |
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| Deere & Company (DE) | 0.1 | $736k | NEW | 1.7k | 423.70 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $728k | +30% | 13k | 57.28 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $724k | +7% | 9.4k | 76.90 |
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| American Electric Power Company (AEP) | 0.1 | $714k | NEW | 7.7k | 92.23 |
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| Bunge Global Sa Com Shs (BG) | 0.1 | $714k | +9% | 9.2k | 77.76 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $712k | +59% | 49k | 14.49 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $679k | +187% | 26k | 26.07 |
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| Caterpillar (CAT) | 0.1 | $673k | NEW | 1.9k | 362.76 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $661k | +228% | 24k | 27.87 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $647k | -3% | 7.3k | 89.08 |
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| ConocoPhillips (COP) | 0.1 | $605k | +7% | 6.1k | 99.17 |
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| American Tower Reit (AMT) | 0.1 | $600k | +5% | 3.3k | 183.41 |
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| EOG Resources (EOG) | 0.1 | $576k | +7% | 4.7k | 122.58 |
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| McDonald's Corporation (MCD) | 0.1 | $557k | +11% | 1.9k | 289.89 |
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| Trimble Navigation (TRMB) | 0.1 | $553k | +7% | 7.8k | 70.66 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $519k | +6% | 14k | 38.08 |
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| Energizer Holdings (ENR) | 0.1 | $516k | +7% | 15k | 34.89 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $507k | -13% | 4.2k | 121.31 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $459k | NEW | 1.9k | 242.13 |
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| Oshkosh Corporation (OSK) | 0.1 | $421k | +6% | 4.4k | 95.07 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $412k | 1.0k | 401.58 |
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| Huntington Ingalls Inds (HII) | 0.1 | $409k | +13% | 2.2k | 188.97 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $398k | -24% | 878.00 | 453.28 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $379k | +14% | 3.8k | 100.34 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $373k | -50% | 599.00 | 621.80 |
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| Americold Rlty Tr (COLD) | 0.1 | $364k | +7% | 17k | 21.40 |
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| Tesla Motors (TSLA) | 0.1 | $357k | NEW | 884.00 | 403.84 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $334k | +11% | 1.9k | 178.08 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $313k | +107% | 13k | 24.06 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $300k | +200% | 13k | 22.70 |
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| Darden Restaurants (DRI) | 0.0 | $252k | 1.3k | 186.69 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $251k | 6.2k | 40.41 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $249k | 1.1k | 220.96 |
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| Spdr Ser Tr Bloomberg Emergi (EBND) | 0.0 | $247k | -13% | 13k | 19.53 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $234k | +9% | 2.6k | 88.79 |
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| Coca-Cola Company (KO) | 0.0 | $227k | -4% | 3.6k | 62.26 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $227k | 5.0k | 44.87 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $225k | 418.00 | 538.81 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $224k | -3% | 2.1k | 107.57 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $210k | 3.4k | 62.31 |
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| Ford Motor Company (F) | 0.0 | $208k | 21k | 9.90 |
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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 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
- Capital Insight Partners 2021 Q3 filed Oct. 13, 2021
- Capital Insight Partners 2021 Q2 filed Aug. 2, 2021
- Capital Insight Partners 2021 Q1 filed April 20, 2021