Capital Insight Partners
Latest statistics and disclosures from Capital Insight Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AGG, VMBS, NVDA, IXUS, and represent 20.29% of Capital Insight Partners's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$6.9M), SCHP (+$6.0M), XLE, NFLX, XLB, XLU, XLY, NOW, SYK, VMBS.
- Started 7 new stock positions in VIGI, VOT, VUG, DFLV, SCHP, WFC, VBK.
- Reduced shares in these 10 stocks: Shp Etf Trust (-$30M), EMB (-$12M), CASY, AGG, AAPL, CHE, GOOGL, PANW, EW, NVDA.
- Sold out of its positions in MO, AMT, BRK.B, CP, CAT, CTSH, COP, CPAY, DHR, DDOG.
- Capital Insight Partners was a net seller of stock by $-107M.
- Capital Insight Partners has $473M in assets under management (AUM), dropping by -21.77%.
- Central Index Key (CIK): 0001664385
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Portfolio Holdings for Capital Insight Partners
Capital Insight Partners holds 134 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.0 | $24M | -7% | 35k | 684.94 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 5.0 | $23M | -12% | 235k | 99.88 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 3.5 | $16M | +3% | 348k | 47.08 |
|
| NVIDIA Corporation (NVDA) | 3.5 | $16M | -11% | 88k | 187.18 |
|
| Ishares Tr Core Msci Total (IXUS) | 3.4 | $16M | -3% | 189k | 84.64 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 3.3 | $16M | +80% | 108k | 143.97 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 3.1 | $15M | -3% | 187k | 77.88 |
|
| Ishares Tr National Mun Etf (MUB) | 3.0 | $14M | -11% | 131k | 107.11 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 2.8 | $13M | -5% | 479k | 27.38 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 2.8 | $13M | -9% | 268k | 48.75 |
|
| Apple (AAPL) | 2.7 | $13M | -19% | 47k | 271.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $12M | -17% | 37k | 313.00 |
|
| Microsoft Corporation (MSFT) | 1.9 | $8.9M | -13% | 19k | 483.62 |
|
| Intuitive Surgical Com New (ISRG) | 1.8 | $8.5M | -13% | 15k | 565.19 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $8.4M | -14% | 26k | 322.22 |
|
| Meta Platforms Cl A (META) | 1.7 | $8.0M | -12% | 12k | 660.09 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 1.7 | $7.9M | +65% | 176k | 44.71 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.6 | $7.7M | -13% | 142k | 53.88 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 1.6 | $7.4M | -14% | 48k | 154.80 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 1.5 | $6.9M | -16% | 89k | 77.68 |
|
| Booking Holdings (BKNG) | 1.4 | $6.6M | -17% | 1.2k | 5355.33 |
|
| Spdr Series Trust State Street Spd (HYMB) | 1.3 | $6.2M | -10% | 248k | 24.94 |
|
| Broadcom (AVGO) | 1.3 | $6.0M | -2% | 17k | 346.65 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.3 | $6.0M | NEW | 226k | 26.49 |
|
| Intercontinental Exchange (ICE) | 1.2 | $5.9M | -10% | 36k | 161.57 |
|
| Amazon (AMZN) | 1.2 | $5.7M | -18% | 25k | 230.82 |
|
| Casey's General Stores (CASY) | 1.2 | $5.5M | -39% | 10k | 552.71 |
|
| Oracle Corporation (ORCL) | 1.1 | $5.3M | -15% | 27k | 194.91 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.1 | $5.3M | -10% | 55k | 96.16 |
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $5.3M | -17% | 9.2k | 570.88 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $5.0M | -9% | 17k | 290.22 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 1.0 | $4.9M | +67% | 115k | 42.69 |
|
| Bank of America Corporation (BAC) | 1.0 | $4.8M | -15% | 87k | 55.00 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 1.0 | $4.7M | +74% | 103k | 45.35 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.9 | $4.3M | -14% | 37k | 117.72 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.9 | $4.2M | +74% | 36k | 119.41 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $4.1M | 12k | 335.27 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.8 | $4.0M | -14% | 62k | 64.79 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.8 | $3.9M | -16% | 64k | 61.36 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $3.9M | -19% | 3.6k | 1069.86 |
|
| Republic Services (RSG) | 0.8 | $3.8M | -29% | 18k | 211.93 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.8 | $3.6M | -17% | 20k | 184.12 |
|
| TJX Companies (TJX) | 0.7 | $3.5M | -15% | 23k | 153.61 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.7 | $3.4M | -18% | 83k | 40.35 |
|
| Progressive Corporation (PGR) | 0.7 | $3.4M | -16% | 15k | 227.72 |
|
| Honeywell International (HON) | 0.7 | $3.3M | -14% | 17k | 195.09 |
|
| Novartis Sponsored Adr (NVS) | 0.7 | $3.3M | -15% | 24k | 137.87 |
|
| Home Depot (HD) | 0.7 | $3.3M | -15% | 9.6k | 344.10 |
|
| Comfort Systems USA (FIX) | 0.7 | $3.1M | -38% | 3.3k | 933.29 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $3.1M | -12% | 3.6k | 859.62 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $2.9M | -29% | 4.3k | 681.87 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $2.8M | -6% | 37k | 75.44 |
|
| Logitech Intl S A SHS (LOGI) | 0.6 | $2.8M | -20% | 28k | 100.22 |
|
| Netflix (NFLX) | 0.6 | $2.7M | +758% | 28k | 93.76 |
|
| O'reilly Automotive (ORLY) | 0.5 | $2.3M | -8% | 26k | 90.83 |
|
| Wal-Mart Stores (WMT) | 0.5 | $2.3M | -14% | 21k | 111.41 |
|
| Spdr Series Trust State Street Spd (KRE) | 0.5 | $2.3M | -18% | 36k | 64.81 |
|
| Old Dominion Freight Line (ODFL) | 0.5 | $2.3M | -34% | 15k | 156.80 |
|
| Relx Sponsored Adr (RELX) | 0.5 | $2.3M | -14% | 56k | 40.42 |
|
| UnitedHealth (UNH) | 0.5 | $2.2M | -18% | 6.6k | 330.11 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $1.9M | -17% | 21k | 94.16 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.4 | $1.9M | -19% | 11k | 168.77 |
|
| Manhattan Associates (MANH) | 0.4 | $1.9M | -32% | 11k | 173.31 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.4 | $1.9M | -5% | 12k | 155.12 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $1.8M | -14% | 64k | 28.48 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.4 | $1.8M | +3% | 20k | 89.56 |
|
| Stryker Corporation (SYK) | 0.4 | $1.8M | +121% | 5.1k | 351.47 |
|
| Hca Holdings (HCA) | 0.4 | $1.8M | -3% | 3.7k | 470.22 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $1.7M | 23k | 74.07 |
|
|
| Visa Com Cl A (V) | 0.4 | $1.7M | -4% | 4.8k | 350.71 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.4 | $1.7M | -4% | 39k | 42.88 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.4M | -17% | 4.6k | 313.80 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.3 | $1.4M | 21k | 65.01 |
|
|
| Tim S A Sponsored Adr (TIMB) | 0.3 | $1.3M | +33% | 67k | 19.90 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.3M | +54% | 1.2k | 1074.68 |
|
| Servicenow (NOW) | 0.3 | $1.2M | +396% | 8.4k | 147.59 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.2M | +8% | 3.0k | 396.31 |
|
| Edwards Lifesciences (EW) | 0.3 | $1.2M | -64% | 14k | 85.29 |
|
| FactSet Research Systems (FDS) | 0.2 | $1.1M | -32% | 3.9k | 290.19 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.1M | -2% | 21k | 52.88 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $1.1M | -3% | 20k | 54.77 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.2 | $1.0M | 53k | 19.45 |
|
|
| AFLAC Incorporated (AFL) | 0.2 | $1.0M | -2% | 9.3k | 110.24 |
|
| Equitable Holdings (EQH) | 0.2 | $1.0M | -2% | 21k | 47.96 |
|
| Arch Cap Group Ord (ACGL) | 0.2 | $983k | 10k | 95.92 |
|
|
| American Electric Power Company (AEP) | 0.2 | $964k | 8.3k | 115.75 |
|
|
| NetApp (NTAP) | 0.2 | $885k | -2% | 8.3k | 106.50 |
|
| Grand Canyon Education (LOPE) | 0.2 | $857k | -4% | 5.2k | 165.44 |
|
| Bunge Global Sa Com Shs (BG) | 0.2 | $844k | -3% | 9.1k | 92.45 |
|
| Domino's Pizza (DPZ) | 0.2 | $751k | -2% | 1.8k | 424.89 |
|
| Everest Re Group (EG) | 0.2 | $722k | 2.2k | 334.50 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $688k | -5% | 23k | 29.61 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $670k | -24% | 15k | 45.53 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $666k | -32% | 12k | 57.46 |
|
| Tractor Supply Company (TSCO) | 0.1 | $665k | -59% | 13k | 50.01 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $663k | -70% | 13k | 50.88 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $661k | -5% | 20k | 32.62 |
|
| Zoetis Cl A (ZTS) | 0.1 | $660k | -4% | 5.2k | 125.91 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $550k | -29% | 7.0k | 78.81 |
|
| McDonald's Corporation (MCD) | 0.1 | $535k | -7% | 1.8k | 305.63 |
|
| EOG Resources (EOG) | 0.1 | $527k | 4.9k | 107.27 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $485k | 1.0k | 473.30 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $484k | -5% | 2.4k | 198.62 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $472k | 626.00 | 753.78 |
|
|
| Blue Owl Capital Com Cl A (OWL) | 0.1 | $438k | -28% | 29k | 15.30 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $428k | NEW | 1.5k | 279.14 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $427k | -31% | 20k | 20.89 |
|
| Tesla Motors (TSLA) | 0.1 | $420k | +31% | 934.00 | 449.72 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $418k | NEW | 4.6k | 91.45 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $385k | -10% | 3.1k | 125.92 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $377k | -6% | 2.2k | 173.77 |
|
| Chemed Corp Com Stk (CHE) | 0.1 | $363k | -88% | 848.00 | 427.86 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $347k | 13k | 26.23 |
|
|
| Axon Enterprise (AXON) | 0.1 | $345k | -4% | 612.00 | 564.26 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $342k | -26% | 3.9k | 88.49 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $340k | -30% | 3.4k | 100.34 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $329k | +3% | 8.7k | 37.69 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $328k | NEW | 673.00 | 487.86 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $320k | 1.9k | 170.85 |
|
|
| Ford Motor Company (F) | 0.1 | $276k | 21k | 13.12 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $275k | +5% | 439.00 | 627.13 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $272k | -60% | 12k | 23.37 |
|
| Coca-Cola Company (KO) | 0.1 | $255k | 3.6k | 69.91 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $249k | -89% | 1.4k | 184.20 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $249k | 2.1k | 120.34 |
|
|
| Darden Restaurants (DRI) | 0.1 | $248k | 1.3k | 184.02 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $245k | NEW | 810.00 | 302.11 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $241k | NEW | 7.0k | 34.21 |
|
| Wells Fargo & Company (WFC) | 0.0 | $220k | NEW | 2.4k | 93.20 |
|
| Abbott Laboratories (ABT) | 0.0 | $220k | 1.8k | 125.29 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $211k | 2.4k | 89.46 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $207k | 651.00 | 318.51 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $207k | -98% | 2.1k | 96.28 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $206k | -20% | 837.00 | 246.16 |
|
Past Filings by Capital Insight Partners
SEC 13F filings are viewable for Capital Insight Partners going back to 2015
- Capital Insight Partners 2025 Q4 filed Feb. 17, 2026
- 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