Capital Insight Partners
Latest statistics and disclosures from Capital Insight Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ISTB, PRAY, MUB, IGSB, AGG, and represent 24.03% of Capital Insight Partners's stock portfolio.
- Added to shares of these 10 stocks: HYLB, HYMB, XLE, PRAY, TS, Brookfield Corp Cl A Ltd Vt Sh, LOGI, SWKS, XLB, BSV.
- Started 21 new stock positions in CCI, PAVE, BRK.B, SCHB, IBB, MRK, HYMB, AGCO, EOG, KR. IJH, HYLB, NOW, LOGI, Brookfield Corp Cl A Ltd Vt Sh, SJW, TS, ZTS, IT, Brookfield Asset Management, PG.
- Reduced shares in these 10 stocks: , , BKNG, IGF, , SCHH, Gores Hldgs Viii, XLRE, ISTB, VNQI.
- Sold out of its positions in BKNG, Brookfield Asset Management, CHE, Gores Hldgs Viii, IFGL, SPY, UNH.
- Capital Insight Partners was a net seller of stock by $-6.4M.
- Capital Insight Partners has $386M in assets under management (AUM), dropping by 3.91%.
- Central Index Key (CIK): 0001664385
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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
- 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
- Capital Insight Partners 2020 Q4 filed Feb. 2, 2021
- Capital Insight Partners 2020 Q3 filed Nov. 4, 2020
- Capital Insight Partners 2020 Q2 filed July 15, 2020
- Capital Insight Partners 2020 Q1 filed April 14, 2020
- Capital Insight Partners 2019 Q4 filed Jan. 27, 2020
- Capital Insight Partners 2019 Q3 filed Oct. 9, 2019
- Capital Insight Partners 2019 Q2 filed July 9, 2019
- Capital Insight Partners 2019 Q1 filed April 4, 2019