Capital Insight Partners

Capital Insight Partners as of June 30, 2024

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 157 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 6.0 $32M 326k 97.07
Neos Etf Trust Fis Christian (PRAY) 5.0 $27M 954k 27.94
Ishares Tr National Mun Etf (MUB) 4.8 $26M 240k 106.55
Vanguard Bd Index Fds Intermed Term (BIV) 3.5 $19M 251k 74.89
Ishares Tr Core S&p500 Etf (IVV) 3.2 $17M 31k 547.23
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.7 $15M 306k 47.37
Apple (AAPL) 2.4 $13M 60k 210.62
Select Sector Spdr Tr Energy (XLE) 1.7 $9.3M 102k 91.15
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.7 $9.1M 63k 145.75
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.7 $9.1M 178k 51.26
Microsoft Corporation (MSFT) 1.6 $8.7M 19k 446.95
Alphabet Cap Stk Cl A (GOOGL) 1.6 $8.6M 47k 182.15
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.6 $8.5M 239k 35.58
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.5 $8.1M 105k 76.58
Intuitive Surgical Com New (ISRG) 1.5 $7.8M 17k 444.85
Meta Platforms Cl A (META) 1.4 $7.5M 15k 504.22
Ishares Tr Core Msci Total (IXUS) 1.4 $7.4M 109k 67.56
JPMorgan Chase & Co. (JPM) 1.3 $6.9M 34k 202.26
Booking Holdings (BKNG) 1.3 $6.8M 1.7k 3961.50
Casey's General Stores (CASY) 1.2 $6.6M 17k 381.56
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.2 $6.5M 143k 45.40
Ishares Tr Jpmorgan Usd Emg (EMB) 1.2 $6.4M 73k 88.48
Spdr Ser Tr Portfolio Short (SPSB) 1.2 $6.4M 215k 29.70
Novo-nordisk A S Adr (NVO) 1.2 $6.3M 44k 142.74
NVIDIA Corporation (NVDA) 1.2 $6.3M 51k 123.54
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.2 $6.1M 241k 25.44
Intercontinental Exchange (ICE) 1.1 $5.7M 42k 136.89
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $5.5M 23k 242.10
Select Sector Spdr Tr Technology (XLK) 1.0 $5.5M 24k 226.23
Oracle Corporation (ORCL) 1.0 $5.5M 39k 141.20
Mastercard Incorporated Cl A (MA) 1.0 $5.4M 12k 441.16
Honeywell International (HON) 1.0 $5.3M 25k 213.54
Chemed Corp Com Stk (CHE) 1.0 $5.3M 9.8k 542.58
Select Sector Spdr Tr Sbi Materials (XLB) 1.0 $5.2M 59k 88.31
Edwards Lifesciences (EW) 1.0 $5.2M 56k 92.37
Amazon (AMZN) 1.0 $5.2M 27k 193.25
Spdr Ser Tr Bloomberg Emergi (EBND) 1.0 $5.0M 253k 19.89
Bank of America Corporation (BAC) 0.9 $4.9M 124k 39.77
FactSet Research Systems (FDS) 0.8 $4.4M 11k 408.27
Logitech Intl S A SHS (LOGI) 0.8 $4.4M 45k 96.88
Republic Services (RSG) 0.8 $4.4M 22k 194.34
UnitedHealth (UNH) 0.8 $4.3M 8.5k 509.26
Asml Holding N V N Y Registry Shs (ASML) 0.8 $4.2M 4.2k 1022.73
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.8 $4.1M 107k 38.41
Old Dominion Freight Line (ODFL) 0.8 $4.1M 23k 176.60
Home Depot (HD) 0.7 $4.0M 12k 344.24
ON Semiconductor (ON) 0.7 $3.9M 58k 68.55
Relx Sponsored Adr (RELX) 0.7 $3.9M 85k 45.88
Valvoline Inc Common (VVV) 0.7 $3.8M 87k 43.20
Ishares Tr Glb Infrastr Etf (IGF) 0.7 $3.7M 77k 47.92
Check Point Software Tech Lt Ord (CHKP) 0.7 $3.7M 22k 165.00
Progressive Corporation (PGR) 0.7 $3.6M 17k 207.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $3.6M 6.6k 544.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.6M 13k 267.51
Manhattan Associates (MANH) 0.7 $3.5M 14k 246.68
Cogent Communications Hldgs Com New (CCOI) 0.7 $3.5M 63k 56.44
Nordson Corporation (NDSN) 0.6 $3.4M 15k 231.94
Comcast Corp Cl A (CMCSA) 0.6 $3.3M 85k 39.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $3.2M 68k 47.45
Skyworks Solutions (SWKS) 0.6 $3.1M 29k 106.58
Tenaris S A Sponsored Ads (TS) 0.6 $3.1M 101k 30.52
Hdfc Bank Sponsored Ads (HDB) 0.6 $3.1M 48k 64.33
Gentex Corporation (GNTX) 0.6 $3.0M 90k 33.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $3.0M 49k 60.30
Canadian Pacific Kansas City (CP) 0.5 $2.9M 37k 78.73
Trex Company (TREX) 0.5 $2.8M 38k 74.12
FTI Consulting (FCN) 0.5 $2.6M 12k 215.53
TJX Companies (TJX) 0.5 $2.6M 23k 110.10
Novartis Sponsored Adr (NVS) 0.5 $2.4M 23k 106.46
Toyota Motor Corp Ads (TM) 0.5 $2.4M 12k 204.97
Unilever Spon Adr New (UL) 0.4 $2.3M 43k 54.99
Nike CL B (NKE) 0.4 $2.1M 28k 75.37
Palo Alto Networks (PANW) 0.4 $2.0M 5.8k 339.01
Ishares Tr Ishares Biotech (IBB) 0.4 $1.9M 14k 137.26
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.7M 24k 72.05
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.7M 33k 51.24
Toll Brothers (TOL) 0.3 $1.7M 14k 115.18
Visa Com Cl A (V) 0.3 $1.5M 5.8k 262.47
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $1.5M 20k 74.78
Gfl Environmental Sub Vtg Shs (GFL) 0.3 $1.4M 36k 38.93
Eli Lilly & Co. (LLY) 0.3 $1.4M 1.5k 905.38
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.4M 24k 56.32
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $1.3M 7.2k 182.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.2M 24k 50.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.2M 15k 77.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.2M 15k 76.70
Graphic Packaging Holding Company (GPK) 0.2 $1.1M 44k 26.21
Lowe's Companies (LOW) 0.2 $1.1M 5.1k 220.46
Servicenow (NOW) 0.2 $1.1M 1.4k 786.67
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.2 $1.0M 21k 49.76
Arch Cap Group Ord (ACGL) 0.2 $1.0M 10k 100.89
Costco Wholesale Corporation (COST) 0.2 $1.0M 1.2k 849.99
Hca Holdings (HCA) 0.2 $983k 3.1k 321.28
Alphabet Cap Stk Cl C (GOOG) 0.2 $973k 5.3k 183.42
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $925k 46k 19.97
Lennar Corp Cl A (LEN) 0.2 $910k 6.1k 149.87
Zoetis Cl A (ZTS) 0.2 $903k 5.2k 173.36
Tractor Supply Company (TSCO) 0.2 $889k 3.3k 270.00
Select Sector Spdr Tr Financial (XLF) 0.2 $883k 22k 41.11
NetApp (NTAP) 0.2 $877k 6.8k 128.80
Bunge Global Sa Com Shs (BG) 0.2 $866k 8.1k 106.77
Broadcom (AVGO) 0.2 $833k 519.00 1605.53
United Rentals (URI) 0.2 $805k 1.2k 646.73
Select Sector Spdr Tr Indl (XLI) 0.1 $788k 6.5k 121.87
Danaher Corporation (DHR) 0.1 $772k 3.1k 249.85
Equitable Holdings (EQH) 0.1 $720k 18k 40.86
Everest Re Group (EG) 0.1 $707k 1.9k 381.02
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $694k 15k 45.58
Vanguard World Inf Tech Etf (VGT) 0.1 $692k 1.2k 576.59
AFLAC Incorporated (AFL) 0.1 $687k 7.7k 89.31
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $662k 8.9k 74.08
ConocoPhillips (COP) 0.1 $640k 5.6k 114.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $631k 7.5k 83.76
Domino's Pizza (DPZ) 0.1 $622k 1.2k 516.33
Vanguard World Energy Etf (VDE) 0.1 $615k 4.8k 127.57
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $614k 6.1k 100.84
Stryker Corporation (SYK) 0.1 $609k 1.8k 340.25
Corpay Com Shs (CPAY) 0.1 $601k 2.3k 266.41
Datadog Cl A Com (DDOG) 0.1 $600k 4.6k 129.69
Grand Canyon Education (LOPE) 0.1 $592k 4.2k 139.91
Freeport-mcmoran CL B (FCX) 0.1 $589k 12k 48.60
Parker-Hannifin Corporation (PH) 0.1 $585k 1.2k 505.81
American Tower Reit (AMT) 0.1 $583k 3.0k 194.38
Blue Owl Capital Com Cl A (OWL) 0.1 $579k 33k 17.75
Cognizant Technology Solutio Cl A (CTSH) 0.1 $574k 8.4k 68.00
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $553k 9.7k 56.88
EOG Resources (EOG) 0.1 $531k 4.2k 125.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $496k 1.2k 406.80
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $473k 4.5k 104.55
McDonald's Corporation (MCD) 0.1 $459k 1.8k 254.84
Huntington Ingalls Inds (HII) 0.1 $454k 1.8k 246.33
AGCO Corporation (AGCO) 0.1 $431k 4.4k 97.88
Dex (DXCM) 0.1 $418k 3.7k 113.38
Energizer Holdings (ENR) 0.1 $392k 13k 29.54
Trimble Navigation (TRMB) 0.1 $392k 7.0k 55.92
Americold Rlty Tr (COLD) 0.1 $390k 15k 25.54
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $377k 1.0k 364.51
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $302k 3.0k 100.65
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $301k 6.3k 48.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $289k 6.6k 43.76
Exxon Mobil Corporation (XOM) 0.1 $277k 2.4k 115.12
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $277k 4.4k 62.87
Ford Motor Company (F) 0.0 $263k 21k 12.54
Coca-Cola Company (KO) 0.0 $257k 4.0k 63.65
Merck & Co (MRK) 0.0 $244k 2.0k 123.80
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $237k 4.0k 58.52
Abbott Laboratories (ABT) 0.0 $233k 2.2k 103.91
State Street Corporation (STT) 0.0 $230k 3.1k 74.00
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $230k 6.2k 37.02
Ishares Tr Russell 2000 Etf (IWM) 0.0 $228k 1.1k 202.89
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $227k 5.1k 44.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $212k 424.00 500.13
Johnson & Johnson (JNJ) 0.0 $211k 1.4k 146.16
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $204k 1.1k 182.55
Darden Restaurants (DRI) 0.0 $204k 1.3k 151.32
BioMarin Pharmaceutical (BMRN) 0.0 $202k 2.5k 82.33
Calibercos Com Cl A 0.0 $58k 70k 0.84