Capital Insight Partners
Latest statistics and disclosures from Capital Insight Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ISTB, Shp Etf Trust, IGIB, IGSB, AGG, and represent 21.19% of Capital Insight Partners's stock portfolio.
- Added to shares of these 10 stocks: Shp Etf Trust (+$24M), SCHH, PII, SCHA, XLRE, GIIX, CLS, PANW, KEY, ECL.
- Started 18 new stock positions in GFL, FAST, CVX, AGCO, KEY, HUM, ECL, XOM, GPK, NICE. GIIX, TJX, ORAN, PANW, CHKP, ZBH, PII, Shp Etf Trust.
- Reduced shares in these 10 stocks: KOCG, YUMC, , SPY, BSV, GVI, IGIB, BND, XLK, VCSH.
- Sold out of its positions in IT, KOCG, TSLA, MMM, VUG, YUMC.
- Capital Insight Partners was a net buyer of stock by $34M.
- Capital Insight Partners has $490M in assets under management (AUM), dropping by -0.22%.
- Central Index Key (CIK): 0001664385
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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
- 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
- Capital Insight Partners 2018 Q4 filed Jan. 3, 2019
- Capital Insight Partners 2018 Q3 filed Oct. 4, 2018
- Capital Insight Partners 2018 Q2 filed July 5, 2018