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 161 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 7.0 $34M 346k 99.25
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Neos Etf Trust Fis Christian (PRAY) 5.2 $26M 994k 25.72
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Ishares Tr National Mun Etf (MUB) 5.2 $25M +2% 234k 108.41
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Vanguard Bd Index Fds Intermed Term (BIV) 4.4 $21M 280k 76.38
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Ishares Tr Core 1 5 Yr Usd (ISTB) 2.9 $14M 300k 47.56
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Ishares Tr Core S&p500 Etf (IVV) 2.8 $14M 29k 477.63
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Apple (AAPL) 2.5 $12M 64k 192.53
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Spdr Ser Tr Bloomberg Emergi (EBND) 2.3 $11M 525k 21.24
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Ishares Tr Ishs 5-10yr Invt (IGIB) 1.8 $8.7M 167k 52.00
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.7 $8.2M +2% 234k 34.89
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Select Sector Spdr Tr Energy (XLE) 1.6 $8.0M +3% 95k 83.84
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Microsoft Corporation (MSFT) 1.6 $7.6M +2% 20k 376.04
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Alphabet Cap Stk Cl A (GOOGL) 1.5 $7.2M 52k 139.69
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Ishares Tr Core Msci Total (IXUS) 1.4 $6.7M 103k 64.93
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Booking Holdings (BKNG) 1.3 $6.4M +4% 1.8k 3547.22
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JPMorgan Chase & Co. (JPM) 1.3 $6.2M 36k 170.10
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Spdr Ser Tr Portfolio Short (SPSB) 1.2 $6.1M 205k 29.78
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.2 $5.9M +5% 233k 25.30
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Chemed Corp Com Stk (CHE) 1.1 $5.4M 9.3k 584.75
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Honeywell International (HON) 1.1 $5.4M 26k 209.71
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Intuitive Surgical Com New (ISRG) 1.1 $5.3M +8% 16k 337.36
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Mastercard Incorporated Cl A (MA) 1.1 $5.3M +2% 13k 426.51
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Meta Platforms Cl A (META) 1.1 $5.3M 15k 353.96
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Intercontinental Exchange (ICE) 1.1 $5.2M +2% 41k 128.43
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.0 $5.1M +111% 37k 136.38
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Vanguard Index Fds Mid Cap Etf (VO) 1.0 $5.0M +2% 22k 232.64
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FactSet Research Systems (FDS) 1.0 $4.9M +2% 10k 477.05
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Select Sector Spdr Tr Technology (XLK) 1.0 $4.8M -2% 25k 192.48
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Select Sector Spdr Tr Sbi Materials (XLB) 1.0 $4.8M 56k 85.54
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Old Dominion Freight Line (ODFL) 1.0 $4.7M 12k 405.33
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Novo-nordisk A S Adr (NVO) 0.9 $4.6M 45k 103.45
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UnitedHealth (UNH) 0.9 $4.6M 8.7k 526.47
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Bank of America Corporation (BAC) 0.9 $4.5M 135k 33.67
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Johnson & Johnson (JNJ) 0.9 $4.5M 28k 156.74
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Casey's General Stores (CASY) 0.9 $4.5M +4% 16k 274.74
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Cogent Communications Hldgs Com New (CCOI) 0.9 $4.4M 58k 76.06
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ON Semiconductor (ON) 0.9 $4.4M +8% 53k 83.53
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Amazon (AMZN) 0.9 $4.4M +4% 29k 151.94
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Nordson Corporation (NDSN) 0.9 $4.2M +2% 16k 264.16
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.9 $4.2M -10% 104k 40.06
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Oracle Corporation (ORCL) 0.8 $4.1M 39k 105.43
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Home Depot (HD) 0.8 $3.9M 11k 346.55
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Logitech Intl S A SHS (LOGI) 0.8 $3.9M +2% 41k 95.06
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Comcast Corp Cl A (CMCSA) 0.8 $3.8M 87k 43.85
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Edwards Lifesciences (EW) 0.8 $3.8M +3% 50k 76.25
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Pepsi (PEP) 0.8 $3.7M 22k 169.84
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Ishares Tr Glb Infrastr Etf (IGF) 0.7 $3.6M 77k 47.05
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $3.4M -4% 7.2k 475.34
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Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.3M 14k 237.22
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Republic Services (RSG) 0.7 $3.3M 20k 164.91
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $3.2M -2% 56k 57.96
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Relx Sponsored Adr (RELX) 0.7 $3.2M +2% 81k 39.66
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Manhattan Associates (MANH) 0.7 $3.2M 15k 215.32
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Trex Company (TREX) 0.6 $3.2M 38k 82.79
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $3.1M 65k 47.24
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Hdfc Bank Sponsored Ads (HDB) 0.6 $3.0M +6% 45k 67.11
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Asml Holding N V N Y Registry Shs (ASML) 0.6 $3.0M NEW 4.0k 756.92
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Tenaris S A Sponsored Ads (TS) 0.6 $3.0M 86k 34.76
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Valvoline Inc Common (VVV) 0.6 $3.0M 79k 37.58
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Skyworks Solutions (SWKS) 0.6 $2.9M +6% 26k 112.42
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Check Point Software Tech Lt Ord (CHKP) 0.6 $2.9M +6% 19k 152.79
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Progressive Corporation (PGR) 0.6 $2.9M 18k 159.28
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Nike CL B (NKE) 0.5 $2.7M 25k 108.57
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Canadian Pacific Kansas City (CP) 0.5 $2.7M +5% 34k 79.06
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Gentex Corporation (GNTX) 0.5 $2.6M +2% 81k 32.66
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Pfizer (PFE) 0.5 $2.6M 89k 28.79
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Colgate-Palmolive Company (CL) 0.5 $2.3M 29k 79.71
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FTI Consulting (FCN) 0.5 $2.3M +2% 12k 199.15
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Toyota Motor Corp Ads (TM) 0.4 $2.1M +2% 12k 183.38
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Unilever Spon Adr New (UL) 0.4 $2.1M 43k 48.48
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TJX Companies (TJX) 0.4 $2.0M +6% 22k 93.81
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.9M 26k 73.55
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $1.8M -3% 35k 51.27
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NVIDIA Corporation (NVDA) 0.3 $1.7M -5% 3.4k 495.22
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Ishares Tr Ishares Biotech (IBB) 0.3 $1.7M +2% 12k 135.85
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Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.5M 29k 53.19
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Visa Com Cl A (V) 0.3 $1.5M 5.7k 260.35
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $1.4M -27% 18k 77.02
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Ishares Tr Aggres Alloc Etf (AOA) 0.3 $1.4M +3% 20k 69.05
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.3M -5% 26k 51.05
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $1.3M 7.3k 178.81
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AFLAC Incorporated (AFL) 0.3 $1.3M NEW 16k 82.50
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $1.3M 18k 72.03
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.3M -6% 16k 77.37
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Palo Alto Networks (PANW) 0.3 $1.3M +8% 4.2k 294.88
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Diageo Spon Adr New (DEO) 0.2 $1.2M +5% 8.1k 145.66
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Neos Etf Trust Neos Enh Inm Cas (CSHI) 0.2 $1.2M 24k 49.93
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Eli Lilly & Co. (LLY) 0.2 $1.1M -14% 1.8k 582.92
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Toll Brothers (TOL) 0.2 $1.0M +10% 10k 102.79
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $1.0M -9% 50k 20.71
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $937k 3.1k 303.17
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Cognizant Technology Solutio Cl A (CTSH) 0.2 $899k NEW 12k 75.53
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Alphabet Cap Stk Cl C (GOOG) 0.2 $882k -2% 6.3k 140.93
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Gfl Environmental Sub Vtg Shs (GFL) 0.2 $875k +10% 25k 34.51
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Select Sector Spdr Tr Financial (XLF) 0.2 $836k 22k 37.60
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Lowe's Companies (LOW) 0.2 $828k +8% 3.7k 222.55
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Graphic Packaging Holding Company (GPK) 0.2 $772k +9% 31k 24.65
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Zoetis Cl A (ZTS) 0.2 $772k +8% 3.9k 197.37
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United Parcel Service CL B (UPS) 0.2 $759k 4.8k 157.23
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Arch Cap Group Ord (ACGL) 0.2 $743k 10k 74.27
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Humana (HUM) 0.2 $736k +9% 1.6k 457.81
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Tractor Supply Company (TSCO) 0.1 $721k -15% 3.4k 215.03
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $687k 1.4k 484.00
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Servicenow (NOW) 0.1 $683k +11% 967.00 706.49
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $676k +20% 15k 46.62
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $667k 7.5k 88.36
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Becton, Dickinson and (BDX) 0.1 $655k -5% 2.7k 243.83
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Lennar Corp Cl A (LEN) 0.1 $623k +11% 4.2k 149.04
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $612k 8.7k 70.10
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Select Sector Spdr Tr Indl (XLI) 0.1 $581k 5.1k 113.99
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Vanguard World Fds Energy Etf (VDE) 0.1 $581k 5.0k 117.28
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $567k 6.8k 82.96
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Ares Management Corporation Cl A Com Stk (ARES) 0.1 $534k +9% 4.5k 118.92
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McDonald's Corporation (MCD) 0.1 $533k 1.8k 296.51
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Bunge Global Sa Com Shs (BG) 0.1 $523k NEW 5.2k 100.95
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ConocoPhillips (COP) 0.1 $521k +26% 4.5k 116.07
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $513k -20% 4.9k 105.43
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $501k 3.0k 165.25
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Costco Wholesale Corporation (COST) 0.1 $500k +10% 758.00 660.08
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United Rentals (URI) 0.1 $497k +10% 866.00 573.42
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American Tower Reit (AMT) 0.1 $484k NEW 2.2k 215.88
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Danaher Corporation (DHR) 0.1 $461k NEW 2.0k 231.34
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Exxon Mobil Corporation (XOM) 0.1 $461k +3% 4.6k 99.98
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Everest Re Group (EG) 0.1 $455k +74% 1.3k 353.58
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Freeport-mcmoran CL B (FCX) 0.1 $426k +32% 10k 42.57
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $422k +2% 11k 36.96
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NetApp (NTAP) 0.1 $411k +11% 4.7k 88.16
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Broadcom (AVGO) 0.1 $409k NEW 366.00 1116.25
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Equitable Holdings (EQH) 0.1 $402k +11% 12k 33.30
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Datadog Cl A Com (DDOG) 0.1 $386k +11% 3.2k 121.38
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Grand Canyon Education (LOPE) 0.1 $384k +11% 2.9k 132.04
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State Street Corporation (STT) 0.1 $378k -25% 4.9k 77.46
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AGCO Corporation (AGCO) 0.1 $366k +11% 3.0k 121.41
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EOG Resources (EOG) 0.1 $350k +11% 2.9k 120.95
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Domino's Pizza (DPZ) 0.1 $341k +11% 827.00 412.23
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Stryker Corporation (SYK) 0.1 $341k +10% 1.1k 299.46
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Blue Owl Capital Com Cl A (OWL) 0.1 $333k +11% 22k 14.90
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Parker-Hannifin Corporation (PH) 0.1 $325k +11% 705.00 460.70
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $320k -23% 3.2k 99.79
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Americold Rlty Tr (COLD) 0.1 $317k +11% 11k 30.27
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Dex (DXCM) 0.1 $316k +10% 2.5k 124.09
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $316k -24% 7.7k 41.10
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Chevron Corporation (CVX) 0.1 $308k -3% 2.1k 149.16
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Abbott Laboratories (ABT) 0.1 $306k +21% 2.8k 110.07
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $305k -26% 6.3k 48.45
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Huntington Ingalls Inds (HII) 0.1 $296k +10% 1.1k 259.64
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Energizer Holdings (ENR) 0.1 $289k +11% 9.1k 31.68
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $284k 2.7k 104.76
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Ishares Core Msci Emkt (IEMG) 0.1 $279k -21% 5.5k 50.58
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $268k -21% 750.00 356.66
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Altria (MO) 0.1 $262k 6.5k 40.34
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Ford Motor Company (F) 0.1 $256k 21k 12.19
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Trimble Navigation (TRMB) 0.1 $256k +11% 4.8k 53.20
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $245k -4% 4.4k 55.67
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Coca-Cola Company (KO) 0.0 $243k 4.1k 58.93
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Merck & Co (MRK) 0.0 $235k -2% 2.2k 109.02
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $226k NEW 1.1k 200.71
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $225k -4% 812.00 277.15
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $215k NEW 493.00 436.80
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $214k NEW 6.2k 34.46
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Calibercos Com Cl A (CWD) 0.0 $147k -31% 114k 1.29
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Past Filings by Capital Insight Partners

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

View all past filings