Capital Insight Partners

Latest statistics and disclosures from Capital Insight Partners's latest quarterly 13F-HR filing:

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Positions held by Capital Insight Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 157 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core 1 5 Yr Usd (ISTB) 7.5 $29M -5% 622k 46.44
Shp Etf Trust Fis Biblically R (PRAY) 5.2 $20M +9% 930k 21.60
Ishares Tr National Mun Etf (MUB) 4.4 $17M -4% 159k 105.52
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.5 $14M +5% 274k 49.82
Ishares Tr Core Us Aggbd Et (AGG) 3.4 $13M -7% 137k 96.99
Ishares Tr Core S&p500 Etf (IVV) 2.9 $11M +4% 30k 384.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.9 $11M +8% 147k 75.28
Ishares Tr Shrt Nat Mun Etf (SUB) 2.1 $8.2M +9% 78k 104.27
Apple (AAPL) 2.1 $8.0M 62k 129.93
Select Sector Spdr Tr Energy (XLE) 1.9 $7.2M +47% 83k 87.47
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.7 $6.7M 214k 31.47
Ishares Tr Core Msci Total (IXUS) 1.5 $5.9M 102k 57.88
Honeywell International (HON) 1.4 $5.5M 26k 214.30
Johnson & Johnson (JNJ) 1.3 $5.1M 29k 176.65

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Ishares Tr Ishs 5-10yr Invt (IGIB) 1.3 $5.0M +2% 101k 49.51
Dbx Etf Tr Xtrack Usd High (HYLB) 1.2 $4.8M NEW 142k 33.71
JPMorgan Chase & Co. (JPM) 1.2 $4.7M +6% 35k 134.10
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.2 $4.7M -30% 127k 36.93
Alphabet Cap Stk Cl A (GOOGL) 1.2 $4.4M 50k 88.23
Pepsi (PEP) 1.1 $4.3M 24k 180.66
Microsoft Corporation (MSFT) 1.1 $4.3M +3% 18k 239.82
FactSet Research Systems (FDS) 1.1 $4.3M 11k 401.21
Pfizer (PFE) 1.1 $4.2M +9% 82k 51.24
Mastercard Incorporated Cl A (MA) 1.1 $4.2M -9% 12k 347.73
Bank of America Corporation (BAC) 1.1 $4.1M +4% 125k 33.12
Ishares Tr Glb Infrastr Etf (IGF) 1.1 $4.1M -37% 89k 45.84
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $4.0M +13% 20k 203.81
Truist Financial Corp equities (TFC) 1.0 $3.7M 86k 43.03
Select Sector Spdr Tr Sbi Materials (XLB) 1.0 $3.7M +34% 47k 77.68
Old Dominion Freight Line (ODFL) 0.9 $3.5M 12k 283.78
Nordson Corporation (NDSN) 0.9 $3.4M 15k 237.72
Home Depot (HD) 0.9 $3.4M 11k 315.86
Casey's General Stores (CASY) 0.9 $3.4M 15k 224.35
Edwards Lifesciences (EW) 0.9 $3.4M +2% 45k 74.61
Select Sector Spdr Tr Technology (XLK) 0.9 $3.3M -6% 27k 124.44
Comcast Corp Cl A (CMCSA) 0.8 $3.2M 91k 34.97
Oracle Corporation (ORCL) 0.8 $3.1M +2% 38k 81.74
Cogent Communications Hldgs Com New (CCOI) 0.8 $3.1M 54k 57.08
Moody's Corporation (MCO) 0.8 $3.0M +2% 11k 278.62
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $3.0M -37% 72k 41.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $2.9M -13% 39k 75.19
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $2.9M 56k 51.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.9M -4% 15k 191.19
Novo-nordisk A S Adr (NVO) 0.7 $2.8M 21k 135.34
First Republic Bank/san F (FRC) 0.7 $2.8M 23k 121.89
Medtronic SHS (MDT) 0.7 $2.8M +3% 36k 77.72
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.7 $2.8M NEW 57k 48.97
Progressive Corporation (PGR) 0.7 $2.6M -5% 20k 129.71
ON Semiconductor (ON) 0.7 $2.6M +2% 41k 62.37
Nike CL B (NKE) 0.7 $2.5M -7% 22k 117.01
Republic Services (RSG) 0.6 $2.5M 19k 128.99
Hdfc Bank Sponsored Ads (HDB) 0.6 $2.5M +2% 36k 68.41
Colgate-Palmolive Company (CL) 0.6 $2.5M +2% 32k 78.79
Valvoline Inc Common (VVV) 0.6 $2.5M 76k 32.65
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $2.5M -2% 18k 135.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $2.5M +18% 61k 40.51
Charles River Laboratories (CRL) 0.6 $2.4M 11k 217.90
Fidelity National Information Services (FIS) 0.6 $2.2M +5% 33k 67.85
Canadian Pacific Railway (CP) 0.6 $2.1M +3% 29k 74.59
Unilever Spon Adr New (UL) 0.5 $2.1M 41k 50.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $2.1M 29k 71.84
Relx Sponsored Adr (RELX) 0.5 $1.9M +2% 68k 27.72
Manhattan Associates (MANH) 0.5 $1.9M +2% 15k 121.40
Meta Platforms Cl A (META) 0.5 $1.8M -10% 15k 120.34
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $1.8M -54% 95k 19.29
Pacira Pharmaceuticals (PCRX) 0.5 $1.8M -14% 47k 38.61
Amazon (AMZN) 0.4 $1.7M +15% 21k 84.00
FTI Consulting (FCN) 0.4 $1.7M 11k 158.80
Toll Brothers (TOL) 0.4 $1.7M -39% 34k 49.92
Tenaris S A Sponsored Ads (TS) 0.4 $1.6M NEW 45k 35.16
Toyota Motor Corp Ads (TM) 0.4 $1.5M +5% 11k 136.58
Trex Company (TREX) 0.4 $1.5M +4% 35k 42.33
Godaddy Cl A (GDDY) 0.4 $1.5M -40% 20k 74.82
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $1.4M -5% 19k 74.55
Brookfield Corp Cl A Ltd Vt Sh 0.4 $1.4M NEW 44k 31.46
Polaris Industries (PII) 0.4 $1.4M -34% 13k 101.00
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.3M +4% 28k 47.16
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.3M +16% 26k 49.49
Logitech Intl S A SHS (LOGI) 0.3 $1.3M NEW 20k 62.25
Skyworks Solutions (SWKS) 0.3 $1.2M +358% 14k 91.13
TJX Companies (TJX) 0.3 $1.2M +190% 15k 79.60
Visa Com Cl A (V) 0.3 $1.2M 5.7k 207.76
Diageo Spon Adr New (DEO) 0.3 $1.2M 6.6k 178.19
Gentex Corporation (GNTX) 0.3 $1.2M +165% 43k 27.27
Select Sector Spdr Tr Financial (XLF) 0.3 $1.2M -4% 34k 34.20
Tractor Supply Company (TSCO) 0.3 $1.1M -5% 5.0k 224.97
Check Point Software Tech Lt Ord (CHKP) 0.3 $1.1M +203% 8.7k 126.16
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $1.1M -6% 36k 29.38
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $1.0M -3% 8.0k 129.16
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $971k +5% 16k 59.75
Spdr Ser Tr S&p Regl Bkg (KRE) 0.3 $964k -13% 16k 58.74
Intercontinental Exchange (ICE) 0.2 $948k -4% 9.2k 102.59
United Parcel Service CL B (UPS) 0.2 $915k -5% 5.3k 173.84
State Street Corporation (STT) 0.2 $907k -10% 12k 77.57
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $832k -36% 11k 74.49
Becton, Dickinson and (BDX) 0.2 $828k -5% 3.3k 254.30
Eli Lilly & Co. (LLY) 0.2 $776k -6% 2.1k 365.84
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $705k +57% 15k 48.24
Ishares Tr Ishares Biotech (IBB) 0.2 $699k NEW 5.3k 131.29
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $667k -6% 6.8k 98.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $666k -11% 8.1k 82.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $656k 3.1k 214.24
Humana (HUM) 0.2 $608k +6% 1.2k 512.19
Vanguard World Fds Energy Etf (VDE) 0.2 $601k 5.0k 121.28
Exxon Mobil Corporation (XOM) 0.2 $582k +11% 5.3k 110.30
Lowe's Companies (LOW) 0.1 $558k -2% 2.8k 199.24
Zimmer Holdings (ZBH) 0.1 $548k +9% 4.3k 127.50
Gfl Environmental Sub Vtg Shs (GFL) 0.1 $537k +9% 18k 29.23
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $534k -11% 8.1k 66.02
Chevron Corporation (CVX) 0.1 $530k +17% 3.0k 179.49
Alphabet Cap Stk Cl C (GOOG) 0.1 $515k -11% 5.8k 88.73
Graphic Packaging Holding Company (GPK) 0.1 $509k +9% 23k 22.25
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $497k -3% 5.1k 98.21
Ishares Core Msci Emkt (IEMG) 0.1 $476k -48% 10k 46.70
Palo Alto Networks (PANW) 0.1 $471k +4% 3.4k 139.54
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $454k 1.4k 319.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $452k 3.0k 151.65
NVIDIA Corporation (NVDA) 0.1 $452k +21% 3.1k 146.14
Key (KEY) 0.1 $446k +4% 26k 17.42
Xylem (XYL) 0.1 $445k -50% 4.0k 110.57
Zoetis Cl A (ZTS) 0.1 $443k NEW 3.0k 146.55
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $403k -22% 7.3k 55.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $397k -52% 10k 38.98
MetLife (MET) 0.1 $392k -10% 5.4k 72.37
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $390k -27% 3.8k 102.46
Verizon Communications (VZ) 0.1 $363k +7% 9.2k 39.40
Spdr Ser Tr S&p Biotech (XBI) 0.1 $345k -33% 4.2k 83.00
Altria (MO) 0.1 $342k 7.5k 45.71
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.1 $339k 6.5k 52.42
Crown Castle Intl (CCI) 0.1 $325k NEW 2.4k 135.64
Brookfield Asset Managmt Cl A Lmt Vtg Shs 0.1 $305k NEW 11k 28.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $303k -4% 9.4k 32.21
Kroger (KR) 0.1 $300k NEW 6.7k 44.58
McDonald's Corporation (MCD) 0.1 $297k 1.1k 263.53
Nice Sponsored Adr (NICE) 0.1 $296k +5% 1.5k 192.30
AGCO Corporation (AGCO) 0.1 $290k NEW 2.1k 138.69
Fastenal Company (FAST) 0.1 $282k +4% 5.9k 47.32
Manpower (MAN) 0.1 $277k +5% 3.3k 83.21
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $274k 13k 20.53
Coca-Cola Company (KO) 0.1 $272k +5% 4.3k 63.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $270k NEW 874.00 308.90
Nextera Energy (NEE) 0.1 $267k +18% 3.2k 83.60
Servicenow (NOW) 0.1 $261k NEW 673.00 388.27
Abbott Laboratories (ABT) 0.1 $257k 2.3k 109.79
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $254k -5% 5.6k 45.65
Merck & Co (MRK) 0.1 $250k NEW 2.3k 110.95
Orange Sponsored Adr (ORAN) 0.1 $238k +11% 24k 9.88
EOG Resources (EOG) 0.1 $233k NEW 1.8k 129.52
Us Bancorp Del Com New (USB) 0.1 $227k -7% 5.2k 43.61
Procter & Gamble Company (PG) 0.1 $225k NEW 1.5k 151.56
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $216k -76% 4.2k 51.79
SJW (SJW) 0.1 $211k NEW 2.6k 81.19
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $210k -17% 2.6k 81.17
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $208k NEW 7.9k 26.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $206k NEW 4.6k 44.81
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $206k NEW 852.00 241.89
Gartner (IT) 0.1 $203k NEW 605.00 336.14

Past Filings by Capital Insight Partners

SEC 13F filings are viewable for Capital Insight Partners going back to 2015

View all past filings