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

Companies in the Capital Insight Partners portfolio as of the March 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) 6.2 $31M 631k 48.46
Shp Etf Trust Fis Biblically R 4.8 $24M NEW 956k 24.68
Ishares Tr Ishs 5-10yr Invt (IGIB) 4.4 $22M -3% 392k 54.87
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.1 $15M +2% 293k 51.72
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $13M 122k 107.10
Apple (AAPL) 2.5 $12M +2% 70k 174.61
Ishares Tr National Mun Etf (MUB) 2.4 $12M +3% 109k 109.64
Ishares Tr Core S&p500 Etf (IVV) 2.4 $12M -3% 26k 453.70
Select Sector Spdr Tr Technology (XLK) 1.7 $8.5M -6% 54k 158.92
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.7 $8.4M +14% 174k 48.32
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.6 $7.9M -2% 207k 37.97
Alphabet Cap Stk Cl A (GOOGL) 1.5 $7.5M 2.7k 2781.40
Ishares Tr Glb Infrastr Etf (IGF) 1.4 $7.0M +2% 138k 50.86
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.2 $5.7M +4% 110k 51.95

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Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $5.7M +83% 228k 24.89
Ishares Tr Core Msci Total (IXUS) 1.1 $5.6M +5% 84k 66.58
Honeywell International (HON) 1.1 $5.6M +8% 29k 194.57
Johnson & Johnson (JNJ) 1.1 $5.5M 31k 177.22
Truist Financial Corp equities (TFC) 1.1 $5.4M +7% 95k 56.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $5.2M -9% 67k 78.09
Bank of America Corporation (BAC) 1.1 $5.2M +5% 125k 41.22
Select Sector Spdr Tr Energy (XLE) 1.0 $5.1M -5% 67k 76.44
Edwards Lifesciences (EW) 1.0 $5.0M +6% 43k 117.73
Microsoft Corporation (MSFT) 1.0 $5.0M 16k 308.34
Mastercard Incorporated Cl A (MA) 1.0 $4.9M +6% 14k 357.40
Comcast Corp Cl A (CMCSA) 1.0 $4.7M 101k 46.82
FactSet Research Systems (FDS) 0.9 $4.6M +6% 11k 434.13
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $4.6M -6% 77k 59.74
Chemed Corp Com Stk (CHE) 0.9 $4.6M +7% 9.0k 506.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $4.6M -12% 57k 79.55
Booking Holdings (BKNG) 0.9 $4.5M +9% 1.9k 2348.66
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $4.3M -19% 55k 77.89
JPMorgan Chase & Co. (JPM) 0.9 $4.3M 31k 136.33
Pacira Pharmaceuticals (PCRX) 0.8 $4.2M 55k 76.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $4.1M -6% 18k 227.67
Pepsi (PEP) 0.8 $4.0M +9% 24k 167.36
Select Sector Spdr Tr Sbi Materials (XLB) 0.8 $3.9M -2% 44k 88.14
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $3.9M +6% 16k 237.85
Moody's Corporation (MCO) 0.8 $3.9M +13% 12k 337.45
UnitedHealth (UNH) 0.8 $3.9M -2% 7.6k 510.03
Meta Platforms Cl A (FB) 0.8 $3.8M 17k 222.38
Pfizer (PFE) 0.8 $3.8M -3% 73k 51.77
Medtronic SHS (MDT) 0.8 $3.7M +15% 33k 110.94
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $3.6M -4% 26k 136.98
First Republic Bank/san F (FRC) 0.7 $3.6M +11% 22k 162.12
Cogent Communications Hldgs Com New (CCOI) 0.7 $3.6M +11% 54k 66.35
Old Dominion Freight Line (ODFL) 0.7 $3.5M 12k 298.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $3.5M -23% 7.7k 451.68
Colgate-Palmolive Company (CL) 0.7 $3.4M +4% 45k 75.84
Manpower (MAN) 0.7 $3.3M 35k 93.91
Celestica Sub Vtg Shs (CLS) 0.7 $3.2M +36% 272k 11.91
Nordson Corporation (NDSN) 0.6 $3.2M +5% 14k 227.08
Fidelity National Information Services (FIS) 0.6 $3.1M +16% 30k 100.41
Home Depot (HD) 0.6 $3.0M 10k 299.33
Nike CL B (NKE) 0.6 $3.0M +15% 22k 134.58
Oracle Corporation (ORCL) 0.6 $3.0M 36k 82.72
Casey's General Stores (CASY) 0.6 $2.9M +13% 15k 198.14
Charles River Laboratories (CRL) 0.6 $2.9M +11% 10k 283.96
Godaddy Cl A (GDDY) 0.6 $2.9M +13% 35k 83.69
Manhattan Associates (MANH) 0.6 $2.8M -2% 20k 138.70
Amazon (AMZN) 0.6 $2.8M 844.00 3259.48
Republic Services (RSG) 0.5 $2.6M +6% 20k 132.49
Intercontinental Exchange (ICE) 0.5 $2.6M -6% 19k 132.14
Valvoline Inc Common (VVV) 0.5 $2.5M +9% 79k 31.55
Progressive Corporation (PGR) 0.5 $2.5M +8% 22k 114.01
Sap Se Spon Adr (SAP) 0.5 $2.4M +14% 22k 110.97
Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) 0.5 $2.4M +15% 71k 33.69
United Parcel Service CL B (UPS) 0.5 $2.3M -4% 11k 214.42
Tractor Supply Company (TSCO) 0.5 $2.3M -7% 10k 233.38
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $2.3M +102% 49k 47.36
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $2.3M -4% 30k 75.91
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $2.3M -2% 12k 184.99
Canadian Pacific Railway (CP) 0.5 $2.3M +9% 27k 82.53
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.5 $2.3M +5% 40k 56.57
Polaris Industries (PII) 0.4 $2.2M NEW 21k 105.32
Ishares Core Msci Emkt (IEMG) 0.4 $2.2M -4% 40k 55.54
Novo-nordisk A S Adr (NVO) 0.4 $2.2M -3% 20k 111.03
Spdr Ser Tr S&p Regl Bkg (KRE) 0.4 $2.2M -3% 31k 68.92
State Street Corporation (STT) 0.4 $2.1M -12% 25k 87.10
Select Sector Spdr Tr Financial (XLF) 0.4 $2.1M -4% 56k 38.32
Trex Company (TREX) 0.4 $2.1M -3% 32k 65.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.1M -6% 45k 46.13
Relx Sponsored Adr (RELX) 0.4 $2.0M +10% 66k 31.10
Unilever Spon Adr New (UL) 0.4 $2.0M +13% 45k 45.58
Hdfc Bank Sponsored Ads (HDB) 0.4 $2.0M +8% 33k 61.33
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $1.8M -15% 30k 60.71
Toll Brothers (TOL) 0.4 $1.8M +7% 39k 47.03
Becton, Dickinson and (BDX) 0.4 $1.8M -4% 6.7k 265.99
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $1.8M +5% 17k 104.28
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $1.8M -11% 59k 30.13
Ishares Tr Intrm Gov Cr Etf (GVI) 0.4 $1.8M -36% 16k 108.52
Toyota Motor Corp Ads (TM) 0.4 $1.7M +10% 9.7k 180.21
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.7M -15% 34k 51.56
Visa Com Cl A (V) 0.4 $1.7M -2% 7.8k 221.74
FTI Consulting (FCN) 0.3 $1.6M +6% 10k 157.21
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.3 $1.5M +9% 49k 30.52
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $1.5M -8% 15k 100.19
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.5M -2% 28k 53.96
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.5M -4% 532.00 2793.23
Spdr Ser Tr S&p Biotech (XBI) 0.3 $1.5M -4% 16k 89.86
Gentex Corporation (GNTX) 0.3 $1.4M -12% 49k 29.16
Diageo Spon Adr New (DEO) 0.3 $1.4M -5% 6.9k 203.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M -3% 3.9k 277.53
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $1.1M -13% 21k 49.54
Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $1.1M -24% 28k 37.71
Gores Hldgs Viii Cl A (GIIX) 0.2 $1.0M NEW 103k 9.95
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $985k 14k 68.92
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $961k -4% 8.9k 108.33
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $953k +73% 13k 74.83
MetLife (MET) 0.2 $940k -9% 13k 70.28
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $915k -3% 8.9k 102.99
Altria (MO) 0.2 $884k -7% 17k 52.28
Palo Alto Networks (PANW) 0.2 $850k NEW 1.4k 622.71
NVIDIA Corporation (NVDA) 0.2 $817k +199% 3.0k 272.97
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $741k -10% 10k 71.38
FedEx Corporation (FDX) 0.2 $738k -12% 3.2k 231.35
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $717k 4.3k 165.97
Xylem (XYL) 0.1 $708k -3% 8.3k 85.30
Eli Lilly & Co. (LLY) 0.1 $690k 2.4k 286.19
Verizon Communications (VZ) 0.1 $652k +225% 13k 50.91
Key (KEY) 0.1 $621k NEW 28k 22.38
Abbott Laboratories (ABT) 0.1 $596k 5.0k 118.28
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $591k -5% 1.4k 416.20
Lowe's Companies (LOW) 0.1 $584k +249% 2.9k 202.29
Ecolab (ECL) 0.1 $559k NEW 3.2k 176.68
Zimmer Holdings (ZBH) 0.1 $558k NEW 4.4k 127.98
Vanguard World Fds Energy Etf (VDE) 0.1 $537k -8% 5.0k 107.12
Humana (HUM) 0.1 $537k NEW 1.2k 435.17
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $528k +17% 24k 21.78
Gfl Environmental Sub Vtg Shs (GFL) 0.1 $516k NEW 16k 32.52
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $477k -25% 19k 24.90
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $464k -3% 9.8k 47.37
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $461k -22% 5.5k 83.39
Graphic Packaging Holding Company (GPK) 0.1 $459k NEW 23k 20.03
Ishares Tr Intl Dev Re Etf (IFGL) 0.1 $459k 17k 27.21
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $420k -53% 8.4k 50.13
Nextera Energy (NEE) 0.1 $417k 4.9k 84.67
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.1 $402k 6.9k 58.08
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $381k -40% 7.3k 52.41
Fastenal Company (FAST) 0.1 $377k NEW 6.3k 59.39
Chevron Corporation (CVX) 0.1 $371k NEW 2.3k 162.79
TJX Companies (TJX) 0.1 $367k NEW 6.1k 60.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $355k +7% 9.7k 36.69
Exxon Mobil Corporation (XOM) 0.1 $328k NEW 4.0k 82.66
McDonald's Corporation (MCD) 0.1 $324k 1.3k 247.14
Check Point Software Tech Lt Ord (CHKP) 0.1 $320k NEW 2.3k 138.35
Us Bancorp Del Com New (USB) 0.1 $300k 5.7k 53.10
Orange Sponsored Adr (ORAN) 0.1 $278k NEW 24k 11.80
Nice Sponsored Adr (NICE) 0.1 $277k NEW 1.3k 218.97
AGCO Corporation (AGCO) 0.1 $276k NEW 1.9k 146.03
Target Corporation (TGT) 0.1 $271k 1.3k 212.55
Coca-Cola Company (KO) 0.1 $265k 4.3k 61.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $253k 717.00 352.86
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $248k -11% 4.9k 50.55
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $246k +100% 4.6k 53.41
Ishares Tr Russell 2000 Etf (IWM) 0.0 $244k -5% 1.2k 205.39
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $229k 852.00 268.78
Teleflex Incorporated (TFX) 0.0 $227k 640.00 354.69
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $222k 7.9k 28.25
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $217k -6% 2.0k 107.69
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $216k +2% 2.9k 75.76
SJW (SJW) 0.0 $209k 3.0k 69.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $205k -13% 493.00 415.82
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $200k 4.0k 50.61

Past Filings by Capital Insight Partners

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

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