Capital Insight Partners

Capital Insight Partners as of March 31, 2025

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 158 positions in its portfolio as reported in the March 2025 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 302k 98.92
Ishares Tr National Mun Etf (MUB) 4.9 $28M 268k 105.44
Neos Etf Trust Fis Christian (PRAY) 4.9 $28M 987k 28.41
Ishares Tr Core S&p500 Etf (IVV) 3.1 $18M 32k 561.90
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 3.1 $18M 378k 46.31
Vanguard Bd Index Fds Intermed Term (BIV) 2.8 $16M 212k 76.57
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.7 $16M 321k 48.35
Apple (AAPL) 2.3 $13M 60k 222.13
Ishares Tr Jpmorgan Usd Emg (EMB) 2.3 $13M 145k 90.59
Select Sector Spdr Tr Energy (XLE) 2.0 $11M 122k 93.45
Select Sector Spdr Tr Technology (XLK) 1.9 $11M 53k 206.48
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.8 $11M 201k 52.52
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.7 $9.5M 65k 146.01
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.7 $9.5M 116k 81.67
Intuitive Surgical Com New (ISRG) 1.6 $8.9M 18k 495.27
Meta Platforms Cl A (META) 1.5 $8.7M 15k 576.36
JPMorgan Chase & Co. (JPM) 1.4 $8.0M 33k 245.30
Microsoft Corporation (MSFT) 1.4 $7.8M 21k 375.39
Booking Holdings (BKNG) 1.3 $7.7M 1.7k 4606.91
Casey's General Stores (CASY) 1.3 $7.7M 18k 434.04
Intercontinental Exchange (ICE) 1.3 $7.4M 43k 172.50
Ishares Tr Core Msci Total (IXUS) 1.3 $7.2M 104k 69.81
NVIDIA Corporation (NVDA) 1.2 $7.1M 66k 108.38
Alphabet Cap Stk Cl A (GOOGL) 1.2 $7.1M 46k 154.64
Spdr Ser Tr Portfolio Short (SPSB) 1.2 $6.9M 231k 30.10
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.2 $6.9M 275k 25.22
Mastercard Incorporated Cl A (MA) 1.2 $6.9M 13k 548.12
Chemed Corp Com Stk (CHE) 1.1 $6.5M 11k 615.32
Republic Services (RSG) 1.1 $6.2M 26k 242.16
Progressive Corporation (PGR) 1.1 $6.1M 22k 283.01
Amazon (AMZN) 1.0 $6.0M 32k 190.26
Check Point Software Tech Lt Ord (CHKP) 1.0 $5.8M 25k 227.92
Oracle Corporation (ORCL) 1.0 $5.6M 40k 139.81
Select Sector Spdr Tr Sbi Materials (XLB) 1.0 $5.6M 65k 85.98
Honeywell International (HON) 1.0 $5.6M 26k 211.75
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $5.6M 22k 258.62
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.0 $5.6M 71k 78.85
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.9 $4.9M 117k 41.85
Bank of America Corporation (BAC) 0.9 $4.9M 117k 41.73
UnitedHealth (UNH) 0.8 $4.9M 9.3k 523.75
Ishares Tr Glb Infrastr Etf (IGF) 0.8 $4.5M 83k 54.67
Tenaris S A Sponsored Ads (TS) 0.8 $4.5M 115k 39.11
Home Depot (HD) 0.8 $4.5M 12k 366.49
Old Dominion Freight Line (ODFL) 0.8 $4.4M 27k 165.45
Logitech Intl S A SHS (LOGI) 0.8 $4.3M 51k 84.41
Edwards Lifesciences (EW) 0.7 $4.2M 57k 72.48
FactSet Research Systems (FDS) 0.7 $4.1M 8.9k 454.64
Costco Wholesale Corporation (COST) 0.7 $4.0M 4.2k 945.78
Novo-nordisk A S Adr (NVO) 0.7 $3.8M 55k 69.44
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $3.7M 19k 197.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $3.5M 13k 274.84
Relx Sponsored Adr (RELX) 0.6 $3.5M 69k 50.41
Novartis Sponsored Adr (NVS) 0.6 $3.4M 31k 111.48
TJX Companies (TJX) 0.6 $3.4M 28k 121.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.4M 6.1k 559.38
Valvoline Inc Common (VVV) 0.6 $3.3M 94k 34.81
Netflix (NFLX) 0.6 $3.3M 3.5k 932.53
Asml Holding N V N Y Registry Shs (ASML) 0.6 $3.2M 4.9k 662.63
Select Sector Spdr Tr Communication (XLC) 0.6 $3.2M 34k 96.45
Nordson Corporation (NDSN) 0.6 $3.2M 16k 201.72
Canadian Pacific Kansas City (CP) 0.5 $2.9M 41k 70.21
Manhattan Associates (MANH) 0.5 $2.8M 16k 173.04
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $2.7M 114k 23.43
Spdr Ser Tr S&p Regl Bkg (KRE) 0.5 $2.6M 46k 56.85
Unilever Spon Adr New (UL) 0.5 $2.6M 44k 59.55
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $2.5M 41k 62.10
Trex Company (TREX) 0.4 $2.5M 43k 58.10
Toyota Motor Corp Ads (TM) 0.4 $2.4M 13k 176.53
Palo Alto Networks (PANW) 0.4 $2.3M 13k 170.64
FTI Consulting (FCN) 0.4 $2.3M 14k 164.08
Ishares Tr Ishares Biotech (IBB) 0.4 $2.1M 16k 127.90
Gfl Environmental Sub Vtg Shs (GFL) 0.3 $2.0M 41k 48.31
Visa Com Cl A (V) 0.3 $1.9M 5.3k 350.46
Tractor Supply Company (TSCO) 0.3 $1.8M 33k 55.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.7M 23k 73.45
Select Sector Spdr Tr Indl (XLI) 0.3 $1.6M 12k 131.07
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.6M 31k 52.37
Gentex Corporation (GNTX) 0.3 $1.5M 66k 23.30
Toll Brothers (TOL) 0.3 $1.5M 14k 105.59
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $1.5M 19k 76.50
Hca Holdings (HCA) 0.2 $1.3M 3.9k 345.55
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M 27k 49.62
Graphic Packaging Holding Company (GPK) 0.2 $1.3M 51k 25.96
Servicenow (NOW) 0.2 $1.3M 1.6k 796.14
Ishares Tr Core 60/40 Balan (AOR) 0.2 $1.2M 21k 57.57
Equitable Holdings (EQH) 0.2 $1.2M 22k 52.09
AFLAC Incorporated (AFL) 0.2 $1.1M 9.7k 111.19
O'reilly Automotive (ORLY) 0.2 $1.1M 745.00 1432.58
Broadcom (AVGO) 0.2 $1.1M 6.3k 167.43
Cogent Communications Hldgs Com New (CCOI) 0.2 $1.0M 17k 61.31
Select Sector Spdr Tr Financial (XLF) 0.2 $1.0M 20k 49.81
Arch Cap Group Ord (ACGL) 0.2 $962k 10k 96.18
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $958k 12k 78.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $946k 12k 78.28
Grand Canyon Education (LOPE) 0.2 $935k 5.4k 173.02
AmerisourceBergen (COR) 0.2 $918k 3.5k 265.23
Zoetis Cl A (ZTS) 0.2 $912k 5.5k 164.65
Corpay (CPAY) 0.2 $909k 2.6k 348.72
United Rentals (URI) 0.2 $901k 1.4k 626.70
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $882k 38k 23.16
American Electric Power Company (AEP) 0.2 $877k 8.0k 109.27
Deere & Company (DE) 0.1 $845k 1.8k 469.35
Domino's Pizza (DPZ) 0.1 $841k 1.8k 459.45
Eli Lilly & Co. (LLY) 0.1 $841k 1.0k 825.91
Stryker Corporation (SYK) 0.1 $836k 2.2k 372.25
Parker-Hannifin Corporation (PH) 0.1 $826k 1.4k 607.85
Lennar Corp Cl A (LEN) 0.1 $814k 7.1k 114.78
Blue Owl Capital Com Cl A (OWL) 0.1 $813k 41k 20.04
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $812k 23k 35.88
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $803k 14k 56.28
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $800k 37k 21.51
Everest Re Group (EG) 0.1 $792k 2.2k 363.33
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $790k 51k 15.46
Danaher Corporation (DHR) 0.1 $758k 3.7k 205.00
Cognizant Technology Solutio Cl A (CTSH) 0.1 $755k 9.9k 76.50
NetApp (NTAP) 0.1 $754k 8.6k 87.84
Alphabet Cap Stk Cl C (GOOG) 0.1 $736k 4.7k 156.23
Bunge Global Sa Com Shs (BG) 0.1 $727k 9.5k 76.42
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $677k 7.2k 93.66
American Tower Reit (AMT) 0.1 $670k 3.1k 217.60
ConocoPhillips (COP) 0.1 $667k 6.3k 105.02
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $666k 25k 26.58
Caterpillar (CAT) 0.1 $633k 1.9k 329.80
EOG Resources (EOG) 0.1 $627k 4.9k 128.24
McDonald's Corporation (MCD) 0.1 $600k 1.9k 312.37
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $555k 22k 25.04
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $549k 5.5k 100.62
Spdr Gold Tr Gold Shs (GLD) 0.1 $546k 1.9k 288.14
Vanguard World Energy Etf (VDE) 0.1 $542k 4.2k 129.71
Freeport-mcmoran CL B (FCX) 0.1 $537k 14k 37.86
Trimble Navigation (TRMB) 0.1 $534k 8.1k 65.65
Datadog Com Cl A (DDOG) 0.1 $532k 5.4k 99.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $492k 5.4k 90.54
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $478k 2.8k 170.89
Energizer Holdings (ENR) 0.1 $461k 15k 29.92
Huntington Ingalls Inds (HII) 0.1 $436k 2.1k 204.04
Oshkosh Corporation (OSK) 0.1 $433k 4.6k 94.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $412k 773.00 532.58
Americold Realty Trust Reit (COLD) 0.1 $380k 18k 21.46
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $370k 1.0k 361.09
Ishares Tr Ultra Short-term (ICSH) 0.1 $344k 6.8k 50.70
Vanguard World Inf Tech Etf (VGT) 0.1 $325k 599.00 542.38
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $316k 13k 24.34
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $285k 13k 21.53
Darden Restaurants (DRI) 0.0 $280k 1.3k 207.76
Coca-Cola Company (KO) 0.0 $261k 3.6k 71.62
Exxon Mobil Corporation (XOM) 0.0 $255k 2.1k 118.93
Spdr Ser Tr Bloomberg Emergi (EBND) 0.0 $255k 13k 20.07
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $238k 4.7k 50.63
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $229k 6.1k 37.73
Abbott Laboratories (ABT) 0.0 $223k 1.7k 132.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $218k 424.00 513.91
Ford Motor Company (F) 0.0 $211k 21k 10.03
Ishares Tr Russell 2000 Etf (IWM) 0.0 $210k 1.1k 199.49
Tesla Motors (TSLA) 0.0 $209k 806.00 259.16
Altria (MO) 0.0 $206k 3.4k 60.02
BioMarin Pharmaceutical (BMRN) 0.0 $200k 2.8k 70.69
Cushman Wakefield SHS (CWK) 0.0 $176k 17k 10.22