Capital Insight Partners

Capital Insight Partners as of Dec. 31, 2024

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 156 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 5.1 $29M 303k 96.90
Neos Etf Trust Fis Christian (PRAY) 5.0 $29M 1.0M 28.86
Ishares Tr National Mun Etf (MUB) 4.7 $27M 256k 106.55
Ishares Tr Core S&p500 Etf (IVV) 3.0 $17M 29k 588.68
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.8 $16M 362k 45.34
Vanguard Bd Index Fds Intermed Term (BIV) 2.7 $16M 211k 74.73
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.6 $15M 319k 47.77
Apple (AAPL) 2.6 $15M 60k 250.42
Ishares Tr Jpmorgan Usd Emg (EMB) 2.2 $13M 145k 89.04
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.8 $10M 199k 51.51
Select Sector Spdr Tr Energy (XLE) 1.7 $9.8M 114k 85.66
Intuitive Surgical Com New (ISRG) 1.6 $9.4M 18k 521.96
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $9.0M 66k 137.57
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.6 $9.0M 115k 78.61
Meta Platforms Cl A (META) 1.5 $8.9M 15k 585.51
Microsoft Corporation (MSFT) 1.5 $8.6M 20k 421.50
Alphabet Cap Stk Cl A (GOOGL) 1.5 $8.5M 45k 189.30
Booking Holdings (BKNG) 1.5 $8.5M 1.7k 4968.42
JPMorgan Chase & Co. (JPM) 1.4 $8.0M 33k 239.71
NVIDIA Corporation (NVDA) 1.3 $7.6M 56k 134.29
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.3 $7.4M 215k 34.33
Casey's General Stores (CASY) 1.2 $7.1M 18k 396.23
Spdr Ser Tr Portfolio Short (SPSB) 1.2 $7.0M 234k 29.86
Ishares Tr Core Msci Total (IXUS) 1.2 $7.0M 105k 66.14
Amazon (AMZN) 1.2 $6.9M 31k 219.39
Mastercard Incorporated Cl A (MA) 1.2 $6.8M 13k 526.57
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.2 $6.7M 262k 25.58
Oracle Corporation (ORCL) 1.1 $6.5M 39k 166.64
Intercontinental Exchange (ICE) 1.1 $6.4M 43k 149.01
Honeywell International (HON) 1.0 $5.9M 26k 225.89
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $5.8M 22k 264.13
Chemed Corp Com Stk (CHE) 1.0 $5.6M 11k 529.80
Bank of America Corporation (BAC) 0.9 $5.4M 123k 43.95
Select Sector Spdr Tr Sbi Materials (XLB) 0.9 $5.4M 64k 84.14
Select Sector Spdr Tr Technology (XLK) 0.9 $5.2M 22k 232.52
Republic Services (RSG) 0.9 $5.1M 25k 201.18
Cogent Communications Hldgs Com New (CCOI) 0.9 $5.0M 66k 77.07
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.9 $5.0M 122k 40.67
Home Depot (HD) 0.8 $4.8M 12k 388.99
Tractor Supply Company (TSCO) 0.8 $4.8M 90k 53.06
Check Point Software Tech Lt Ord (CHKP) 0.8 $4.7M 25k 186.70
UnitedHealth (UNH) 0.8 $4.7M 9.2k 505.86
Edwards Lifesciences (EW) 0.8 $4.6M 63k 74.03
Old Dominion Freight Line (ODFL) 0.8 $4.5M 26k 176.40
FactSet Research Systems (FDS) 0.8 $4.5M 9.5k 480.28
Novo-nordisk A S Adr (NVO) 0.8 $4.5M 52k 86.02
Tenaris S A Sponsored Ads (TS) 0.8 $4.4M 117k 37.79
Progressive Corporation (PGR) 0.8 $4.4M 18k 239.61
Ishares Tr Glb Infrastr Etf (IGF) 0.7 $4.3M 83k 52.27
Logitech Intl S A SHS (LOGI) 0.7 $4.3M 52k 82.35
Manhattan Associates (MANH) 0.7 $4.1M 15k 270.24
ON Semiconductor (ON) 0.7 $4.0M 63k 63.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.7M 6.4k 586.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $3.7M 13k 289.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $3.5M 134k 25.86
Valvoline Inc Common (VVV) 0.6 $3.4M 95k 36.18
Nordson Corporation (NDSN) 0.6 $3.4M 16k 209.24
Comcast Corp Cl A (CMCSA) 0.6 $3.4M 90k 37.53
TJX Companies (TJX) 0.6 $3.3M 27k 120.81
Asml Holding N V N Y Registry Shs (ASML) 0.6 $3.3M 4.7k 693.08
Relx Sponsored Adr (RELX) 0.6 $3.2M 70k 45.42
Hdfc Bank Sponsored Ads (HDB) 0.5 $3.2M 50k 63.86
Trex Company (TREX) 0.5 $3.0M 43k 69.03
Canadian Pacific Kansas City (CP) 0.5 $2.9M 41k 72.37
Gentex Corporation (GNTX) 0.5 $2.9M 101k 28.73
Novartis Sponsored Adr (NVS) 0.5 $2.9M 30k 97.31
Skyworks Solutions (SWKS) 0.5 $2.9M 33k 88.68
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $2.7M 45k 58.93
Nike CL B (NKE) 0.4 $2.6M 34k 75.67
Toyota Motor Corp Ads (TM) 0.4 $2.6M 13k 194.61
FTI Consulting (FCN) 0.4 $2.6M 14k 191.13
Unilever Spon Adr New (UL) 0.4 $2.5M 45k 56.70
Palo Alto Networks (PANW) 0.4 $2.3M 13k 181.96
Ishares Tr Ishares Biotech (IBB) 0.4 $2.1M 16k 132.21
Toll Brothers (TOL) 0.3 $2.0M 16k 125.95
Gfl Environmental Sub Vtg Shs (GFL) 0.3 $1.8M 40k 44.54
Visa Com Cl A (V) 0.3 $1.7M 5.4k 316.04
Servicenow (NOW) 0.3 $1.7M 1.6k 1060.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.6M 23k 71.91
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.6M 30k 51.70
Broadcom (AVGO) 0.3 $1.5M 6.5k 231.84
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $1.5M 20k 76.61
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $1.5M 6.7k 224.35
Select Sector Spdr Tr Indl (XLI) 0.3 $1.5M 11k 131.76
Costco Wholesale Corporation (COST) 0.2 $1.3M 1.5k 916.27
Graphic Packaging Holding Company (GPK) 0.2 $1.3M 49k 27.16
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M 27k 50.13
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $1.2M 21k 57.32
Eli Lilly & Co. (LLY) 0.2 $1.1M 1.4k 772.00
Hca Holdings (HCA) 0.2 $1.1M 3.7k 300.15
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.0M 13k 78.01
Select Sector Spdr Tr Financial (XLF) 0.2 $1.0M 21k 48.33
Equitable Holdings (EQH) 0.2 $991k 21k 47.17
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.2 $984k 20k 49.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $976k 13k 77.27
United Rentals (URI) 0.2 $974k 1.4k 704.44
NetApp (NTAP) 0.2 $961k 8.3k 116.08
AFLAC Incorporated (AFL) 0.2 $951k 9.2k 103.44
Arch Cap Group Ord (ACGL) 0.2 $924k 10k 92.35
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $922k 44k 21.06
Lennar Corp Cl A (LEN) 0.2 $922k 6.8k 136.37
Blue Owl Capital Com Cl A (OWL) 0.2 $910k 39k 23.26
Alphabet Cap Stk Cl C (GOOG) 0.2 $897k 4.7k 190.44
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.2 $895k 41k 22.04
Zoetis Cl A (ZTS) 0.2 $877k 5.4k 162.93
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $866k 38k 22.70
Grand Canyon Education (LOPE) 0.1 $854k 5.2k 163.80
Corpay Com Shs (CPAY) 0.1 $849k 2.5k 338.42
Parker-Hannifin Corporation (PH) 0.1 $836k 1.3k 636.03
Danaher Corporation (DHR) 0.1 $799k 3.5k 229.55
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $779k 10k 75.69
Stryker Corporation (SYK) 0.1 $749k 2.1k 360.05
Everest Re Group (EG) 0.1 $748k 2.1k 362.46
Domino's Pizza (DPZ) 0.1 $742k 1.8k 419.76
Datadog Cl A Com (DDOG) 0.1 $737k 5.2k 142.89
Deere & Company (DE) 0.1 $736k 1.7k 423.70
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $728k 13k 57.28
Cognizant Technology Solutio Cl A (CTSH) 0.1 $724k 9.4k 76.90
American Electric Power Company (AEP) 0.1 $714k 7.7k 92.23
Bunge Global Sa Com Shs (BG) 0.1 $714k 9.2k 77.76
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $712k 49k 14.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $679k 26k 26.07
Caterpillar (CAT) 0.1 $673k 1.9k 362.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $661k 24k 27.87
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $647k 7.3k 89.08
ConocoPhillips (COP) 0.1 $605k 6.1k 99.17
American Tower Reit (AMT) 0.1 $600k 3.3k 183.41
EOG Resources (EOG) 0.1 $576k 4.7k 122.58
McDonald's Corporation (MCD) 0.1 $557k 1.9k 289.89
Trimble Navigation (TRMB) 0.1 $553k 7.8k 70.66
Freeport-mcmoran CL B (FCX) 0.1 $519k 14k 38.08
Energizer Holdings (ENR) 0.1 $516k 15k 34.89
Vanguard World Energy Etf (VDE) 0.1 $507k 4.2k 121.31
Spdr Gold Tr Gold Shs (GLD) 0.1 $459k 1.9k 242.13
Oshkosh Corporation (OSK) 0.1 $421k 4.4k 95.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $412k 1.0k 401.58
Huntington Ingalls Inds (HII) 0.1 $409k 2.2k 188.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $398k 878.00 453.28
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $379k 3.8k 100.34
Vanguard World Inf Tech Etf (VGT) 0.1 $373k 599.00 621.80
Americold Rlty Tr (COLD) 0.1 $364k 17k 21.40
Tesla Motors (TSLA) 0.1 $357k 884.00 403.84
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $334k 1.9k 178.08
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $313k 13k 24.06
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $300k 13k 22.70
Darden Restaurants (DRI) 0.0 $252k 1.3k 186.69
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $251k 6.2k 40.41
Ishares Tr Russell 2000 Etf (IWM) 0.0 $249k 1.1k 220.96
Spdr Ser Tr Bloomberg Emergi (EBND) 0.0 $247k 13k 19.53
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $234k 2.6k 88.79
Coca-Cola Company (KO) 0.0 $227k 3.6k 62.26
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $227k 5.0k 44.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $225k 418.00 538.81
Exxon Mobil Corporation (XOM) 0.0 $224k 2.1k 107.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $210k 3.4k 62.31
Ford Motor Company (F) 0.0 $208k 21k 9.90