Capital Insight Partners

Capital Insight Partners as of Sept. 30, 2024

Portfolio Holdings for Capital Insight Partners

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 5.2 $30M 296k 101.27
Neos Etf Trust Fis Christian (PRAY) 4.9 $28M 946k 29.81
Ishares Tr National Mun Etf (MUB) 4.8 $27M 250k 108.63
Ishares Tr Core S&p500 Etf (IVV) 3.1 $18M 30k 576.82
Vanguard Bd Index Fds Intermed Term (BIV) 2.8 $16M 208k 78.37
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.8 $16M 338k 47.21
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.6 $15M 309k 48.68
Apple (AAPL) 2.5 $14M 60k 233.00
Ishares Tr Jpmorgan Usd Emg (EMB) 2.3 $13M 139k 93.58
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.8 $10M 190k 53.72
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.7 $9.9M 64k 154.02
Select Sector Spdr Tr Energy (XLE) 1.7 $9.5M 109k 87.80
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.7 $9.5M 246k 38.53
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.6 $9.1M 110k 83.00
Meta Platforms Cl A (META) 1.5 $8.8M 15k 572.44
Intuitive Surgical Com New (ISRG) 1.5 $8.6M 18k 491.27
Microsoft Corporation (MSFT) 1.5 $8.4M 19k 430.30
Ishares Tr Core Msci Total (IXUS) 1.4 $7.8M 107k 72.63
Alphabet Cap Stk Cl A (GOOGL) 1.4 $7.8M 47k 165.85
Booking Holdings (BKNG) 1.3 $7.3M 1.7k 4212.12
JPMorgan Chase & Co. (JPM) 1.3 $7.2M 34k 210.86
Spdr Ser Tr Portfolio Short (SPSB) 1.2 $6.7M 222k 30.28
Intercontinental Exchange (ICE) 1.2 $6.6M 41k 160.64
Oracle Corporation (ORCL) 1.2 $6.6M 39k 170.40
Casey's General Stores (CASY) 1.2 $6.6M 18k 375.71
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.1 $6.5M 249k 26.27
NVIDIA Corporation (NVDA) 1.1 $6.5M 53k 121.44
Mastercard Incorporated Cl A (MA) 1.1 $6.2M 13k 493.80
Chemed Corp Com Stk (CHE) 1.1 $6.1M 10k 600.97
Select Sector Spdr Tr Sbi Materials (XLB) 1.1 $6.0M 62k 96.38
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $5.9M 22k 263.83
Amazon (AMZN) 1.0 $5.5M 30k 186.33
Novo-nordisk A S Adr (NVO) 1.0 $5.5M 46k 119.07
Select Sector Spdr Tr Technology (XLK) 0.9 $5.4M 24k 225.76
Honeywell International (HON) 0.9 $5.3M 26k 206.71
FactSet Research Systems (FDS) 0.9 $5.2M 11k 459.85
UnitedHealth (UNH) 0.9 $5.1M 8.8k 584.68
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.9 $5.1M 114k 44.67
Bank of America Corporation (BAC) 0.9 $4.9M 123k 39.68
Home Depot (HD) 0.8 $4.8M 12k 405.20
Old Dominion Freight Line (ODFL) 0.8 $4.8M 24k 198.64
Republic Services (RSG) 0.8 $4.8M 24k 200.84
Cogent Communications Hldgs Com New (CCOI) 0.8 $4.8M 63k 75.92
Check Point Software Tech Lt Ord (CHKP) 0.8 $4.5M 24k 192.81
Progressive Corporation (PGR) 0.8 $4.4M 18k 253.76
Logitech Intl S A SHS (LOGI) 0.8 $4.3M 48k 89.73
ON Semiconductor (ON) 0.7 $4.3M 59k 72.61
Ishares Tr Glb Infrastr Etf (IGF) 0.7 $4.2M 77k 54.43
Manhattan Associates (MANH) 0.7 $4.1M 15k 281.38
Relx Sponsored Adr (RELX) 0.7 $4.1M 86k 47.46
Nordson Corporation (NDSN) 0.7 $4.0M 15k 262.63
Edwards Lifesciences (EW) 0.7 $4.0M 60k 65.99
Valvoline Inc Common (VVV) 0.7 $3.8M 90k 41.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.8M 13k 283.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $3.7M 6.5k 573.73
Comcast Corp Cl A (CMCSA) 0.6 $3.7M 88k 41.77
Asml Holding N V N Y Registry Shs (ASML) 0.6 $3.6M 4.3k 833.25
Tenaris S A Sponsored Ads (TS) 0.6 $3.6M 112k 31.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $3.4M 67k 51.50
Canadian Pacific Kansas City (CP) 0.6 $3.2M 38k 85.54
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $3.2M 49k 64.74
Novartis Sponsored Adr (NVS) 0.5 $3.1M 27k 115.02
Skyworks Solutions (SWKS) 0.5 $3.1M 31k 98.77
Hdfc Bank Sponsored Ads (HDB) 0.5 $3.0M 48k 62.56
FTI Consulting (FCN) 0.5 $3.0M 13k 227.56
TJX Companies (TJX) 0.5 $2.9M 24k 117.54
Gentex Corporation (GNTX) 0.5 $2.9M 96k 29.69
Unilever Spon Adr New (UL) 0.5 $2.8M 42k 64.96
Nike CL B (NKE) 0.5 $2.7M 31k 88.40
Trex Company (TREX) 0.5 $2.7M 40k 66.58
Toll Brothers (TOL) 0.4 $2.3M 15k 154.49
Toyota Motor Corp Ads (TM) 0.4 $2.2M 13k 178.57
Ishares Tr Ishares Biotech (IBB) 0.4 $2.1M 14k 145.60
Palo Alto Networks (PANW) 0.4 $2.1M 6.0k 341.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.7M 23k 75.11
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.6M 31k 52.66
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $1.6M 20k 78.91
Visa Com Cl A (V) 0.3 $1.5M 5.6k 274.95
Gfl Environmental Sub Vtg Shs (GFL) 0.3 $1.5M 37k 39.88
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $1.4M 7.2k 200.37
Lowe's Companies (LOW) 0.3 $1.4M 5.3k 270.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.4M 28k 51.12
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $1.4M 24k 59.24
Graphic Packaging Holding Company (GPK) 0.2 $1.3M 45k 29.59
Servicenow (NOW) 0.2 $1.3M 1.5k 894.39
Hca Holdings (HCA) 0.2 $1.3M 3.2k 406.43
Eli Lilly & Co. (LLY) 0.2 $1.3M 1.4k 885.94
Lennar Corp Cl A (LEN) 0.2 $1.2M 6.3k 187.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.2M 15k 79.42
Arch Cap Group Ord (ACGL) 0.2 $1.1M 10k 111.88
Costco Wholesale Corporation (COST) 0.2 $1.1M 1.2k 886.52
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $1.1M 46k 23.17
Broadcom (AVGO) 0.2 $1.1M 6.2k 172.50
United Rentals (URI) 0.2 $1.0M 1.3k 809.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.0M 13k 78.69
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.2 $1.0M 21k 49.80
Select Sector Spdr Tr Financial (XLF) 0.2 $960k 21k 45.32
Tractor Supply Company (TSCO) 0.2 $958k 3.3k 290.93
Zoetis Cl A (ZTS) 0.2 $958k 4.9k 195.38
Select Sector Spdr Tr Indl (XLI) 0.2 $897k 6.6k 135.44
AFLAC Incorporated (AFL) 0.2 $894k 8.0k 111.80
Danaher Corporation (DHR) 0.2 $890k 3.2k 278.02
Alphabet Cap Stk Cl C (GOOG) 0.2 $880k 5.3k 167.19
NetApp (NTAP) 0.2 $874k 7.1k 123.51
Bunge Global Sa Com Shs (BG) 0.1 $813k 8.4k 96.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $802k 17k 47.52
Equitable Holdings (EQH) 0.1 $770k 18k 42.03
Parker-Hannifin Corporation (PH) 0.1 $758k 1.2k 631.82
Everest Re Group (EG) 0.1 $755k 1.9k 391.83
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $751k 7.2k 104.18
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $734k 7.5k 97.42
Corpay Com Shs (CPAY) 0.1 $733k 2.3k 312.76
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $728k 9.1k 80.37
American Tower Reit (AMT) 0.1 $719k 3.1k 232.56
Vanguard World Inf Tech Etf (VGT) 0.1 $704k 1.2k 586.52
Cognizant Technology Solutio Cl A (CTSH) 0.1 $678k 8.8k 77.18
Stryker Corporation (SYK) 0.1 $671k 1.9k 361.26
Blue Owl Capital Com Cl A (OWL) 0.1 $657k 34k 19.36
Domino's Pizza (DPZ) 0.1 $656k 1.5k 430.14
Freeport-mcmoran CL B (FCX) 0.1 $637k 13k 49.92
Grand Canyon Education (LOPE) 0.1 $624k 4.4k 141.85
ConocoPhillips (COP) 0.1 $600k 5.7k 105.28
Vanguard World Energy Etf (VDE) 0.1 $591k 4.8k 122.47
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $565k 9.7k 58.11
Datadog Cl A Com (DDOG) 0.1 $554k 4.8k 115.06
EOG Resources (EOG) 0.1 $539k 4.4k 122.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $536k 1.2k 460.26
McDonald's Corporation (MCD) 0.1 $525k 1.7k 304.51
Huntington Ingalls Inds (HII) 0.1 $504k 1.9k 264.38
Trimble Navigation (TRMB) 0.1 $453k 7.3k 62.09
Americold Rlty Tr (COLD) 0.1 $449k 16k 28.27
AGCO Corporation (AGCO) 0.1 $448k 4.6k 97.86
Energizer Holdings (ENR) 0.1 $439k 14k 31.76
Oshkosh Corporation (OSK) 0.1 $415k 4.1k 100.21
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $388k 31k 12.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $385k 1.0k 375.38
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $332k 3.3k 100.69
Spdr Ser Tr Bloomberg Emergi (EBND) 0.1 $311k 15k 21.27
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $307k 6.3k 48.98
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $303k 1.7k 179.30
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $293k 4.4k 66.52
Coca-Cola Company (KO) 0.0 $275k 3.8k 71.86
Dex (DXCM) 0.0 $257k 3.8k 67.04
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $256k 6.2k 41.16
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $255k 2.4k 106.19
Exxon Mobil Corporation (XOM) 0.0 $254k 2.2k 117.22
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $252k 14k 18.02
Ishares Tr Russell 2000 Etf (IWM) 0.0 $249k 1.1k 220.89
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $236k 5.0k 46.74
Ford Motor Company (F) 0.0 $222k 21k 10.56
Darden Restaurants (DRI) 0.0 $221k 1.3k 164.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $221k 418.00 527.67
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $220k 2.4k 91.31
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $210k 3.4k 62.32
State Street Corporation (STT) 0.0 $207k 2.3k 88.47
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $202k 2.4k 83.09
Calibercos Com Cl A 0.0 $30k 47k 0.62