Capital Insight Partners

Capital Insight Partners as of June 30, 2025

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 162 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Neos Etf Trust Fis Christian (PRAY) 5.2 $30M 985k 30.62
Ishares Tr National Mun Etf (MUB) 4.7 $27M 259k 104.48
Ishares Tr Core Us Aggbd Et (AGG) 4.7 $27M 271k 99.20
Ishares Tr Core S&p500 Etf (IVV) 3.3 $19M 31k 620.90
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.7 $16M 341k 46.34
Vanguard Bd Index Fds Intermed Term (BIV) 2.6 $15M 196k 77.34
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.5 $15M 298k 48.65
NVIDIA Corporation (NVDA) 2.5 $14M 91k 157.99
Select Sector Spdr Tr Technology (XLK) 2.3 $13M 52k 253.23
Apple (AAPL) 2.2 $13M 61k 205.17
Ishares Tr Jpmorgan Usd Emg (EMB) 2.1 $12M 132k 92.62
Microsoft Corporation (MSFT) 1.8 $10M 21k 497.41
Meta Platforms Cl A (META) 1.8 $10M 14k 738.09
Ishares Tr Core Msci Total (IXUS) 1.7 $9.6M 124k 77.31
Select Sector Spdr Tr Energy (XLE) 1.6 $9.4M 111k 84.81
Intuitive Surgical Com New (ISRG) 1.6 $9.3M 17k 543.41
JPMorgan Chase & Co. (JPM) 1.6 $9.1M 31k 289.91
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.6 $9.1M 171k 53.29
Booking Holdings (BKNG) 1.6 $9.0M 1.6k 5789.24
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.5 $8.7M 108k 80.97
Casey's General Stores (CASY) 1.5 $8.6M 17k 510.27
Oracle Corporation (ORCL) 1.4 $8.2M 37k 218.63
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.4 $8.2M 61k 134.79
Alphabet Cap Stk Cl A (GOOGL) 1.3 $7.7M 44k 176.23
Intercontinental Exchange (ICE) 1.3 $7.4M 41k 183.47
Amazon (AMZN) 1.2 $6.8M 31k 219.39
Spdr Series Trust Nuveen Ice High (HYMB) 1.2 $6.7M 270k 24.78
Mastercard Incorporated Cl A (MA) 1.2 $6.7M 12k 561.94
Republic Services (RSG) 1.0 $6.0M 24k 246.61
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.0 $5.9M 62k 95.77
Honeywell International (HON) 1.0 $5.6M 24k 232.88
Progressive Corporation (PGR) 1.0 $5.5M 21k 266.86
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.0 $5.5M 67k 81.66
Check Point Software Tech Lt Ord (CHKP) 0.9 $5.3M 24k 221.25
Select Sector Spdr Tr Sbi Materials (XLB) 0.9 $5.2M 59k 87.81
Bank of America Corporation (BAC) 0.9 $5.1M 108k 47.32
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $5.0M 18k 279.83
Ishares Tr Glb Infrastr Etf (IGF) 0.8 $4.6M 77k 59.20
Chemed Corp Com Stk (CHE) 0.8 $4.5M 9.2k 486.93
Netflix (NFLX) 0.8 $4.4M 3.3k 1339.13
Broadcom (AVGO) 0.7 $4.3M 16k 275.65
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.7 $4.3M 103k 41.42
Home Depot (HD) 0.7 $4.2M 12k 366.64
Old Dominion Freight Line (ODFL) 0.7 $4.1M 25k 162.30
Costco Wholesale Corporation (COST) 0.7 $4.0M 4.0k 989.94
Edwards Lifesciences (EW) 0.7 $3.9M 49k 78.21
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.8M 13k 303.93
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $3.8M 18k 217.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $3.7M 6.1k 617.80
Asml Holding N V N Y Registry Shs (ASML) 0.6 $3.7M 4.6k 801.39
Select Sector Spdr Tr Communication (XLC) 0.6 $3.5M 33k 108.53
FactSet Research Systems (FDS) 0.6 $3.5M 7.9k 447.28
Relx Sponsored Adr (RELX) 0.6 $3.5M 64k 54.34
Novo-nordisk A S Adr (NVO) 0.6 $3.5M 51k 69.02
Manhattan Associates (MANH) 0.6 $3.5M 18k 197.47
Novartis Sponsored Adr (NVS) 0.6 $3.4M 28k 121.01
TJX Companies (TJX) 0.6 $3.3M 27k 123.49
Logitech Intl S A SHS (LOGI) 0.6 $3.3M 37k 90.13
Canadian Pacific Kansas City (CP) 0.5 $3.0M 38k 79.27
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $2.8M 41k 69.09
UnitedHealth (UNH) 0.5 $2.8M 8.9k 311.97
Palo Alto Networks (PANW) 0.5 $2.7M 13k 204.64
Spdr Series Trust S&p Regl Bkg (KRE) 0.4 $2.5M 42k 59.39
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $2.5M 27k 93.87
O'reilly Automotive (ORLY) 0.4 $2.5M 28k 90.13
Unilever Spon Adr New (UL) 0.4 $2.5M 40k 61.17
Wal-Mart Stores (WMT) 0.4 $2.4M 24k 97.78
Comfort Systems USA (FIX) 0.4 $2.2M 4.0k 536.21
Toyota Motor Corp Ads (TM) 0.4 $2.1M 12k 172.26
Gfl Environmental Sub Vtg Shs (GFL) 0.4 $2.1M 41k 50.46
Visa Com Cl A (V) 0.3 $1.8M 5.2k 355.05
Ishares Tr Ishares Biotech (IBB) 0.3 $1.8M 15k 126.51
Select Sector Spdr Tr Indl (XLI) 0.3 $1.8M 12k 147.52
Servicenow (NOW) 0.3 $1.7M 1.7k 1028.08
Tractor Supply Company (TSCO) 0.3 $1.7M 32k 52.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.7M 23k 73.63
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.7M 67k 25.30
Toll Brothers (TOL) 0.3 $1.6M 14k 114.13
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $1.6M 20k 83.40
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.6M 30k 52.76
Hca Holdings (HCA) 0.3 $1.5M 3.9k 383.10
Ishares Tr Core 60/40 Balan (AOR) 0.2 $1.3M 21k 61.57
Equitable Holdings (EQH) 0.2 $1.2M 22k 56.10
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.2M 25k 49.03
Tenaris S A Sponsored Ads (TS) 0.2 $1.1M 29k 37.40
United Rentals (URI) 0.2 $1.1M 1.4k 753.40
Graphic Packaging Holding Company (GPK) 0.2 $1.1M 51k 21.07
Select Sector Spdr Tr Financial (XLF) 0.2 $1.1M 20k 52.37
Valvoline Inc Common (VVV) 0.2 $1.1M 28k 37.87
Grand Canyon Education (LOPE) 0.2 $1.0M 5.5k 189.00
AFLAC Incorporated (AFL) 0.2 $1.0M 9.6k 105.46
Alphabet Cap Stk Cl C (GOOG) 0.2 $982k 5.5k 177.39
Parker-Hannifin Corporation (PH) 0.2 $962k 1.4k 698.47
Deere & Company (DE) 0.2 $959k 1.9k 508.49
Arch Cap Group Ord (ACGL) 0.2 $930k 10k 91.05
NetApp (NTAP) 0.2 $915k 8.6k 106.55
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $910k 12k 78.70
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $894k 21k 42.59
Stryker Corporation (SYK) 0.2 $893k 2.3k 395.63
American Electric Power Company (AEP) 0.2 $888k 8.6k 103.76
Zoetis Cl A (ZTS) 0.2 $870k 5.6k 155.95
Corpay (CPAY) 0.2 $865k 2.6k 331.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $862k 11k 79.50
Domino's Pizza (DPZ) 0.1 $826k 1.8k 450.60
Danaher Corporation (DHR) 0.1 $824k 4.2k 197.54
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $804k 53k 15.11
Blue Owl Capital Com Cl A (OWL) 0.1 $779k 41k 19.21
Eli Lilly & Co. (LLY) 0.1 $779k 999.00 779.53
Lennar Corp Cl A (LEN) 0.1 $778k 7.0k 110.61
Bunge Global Sa Com Shs (BG) 0.1 $764k 9.5k 80.28
Cognizant Technology Solutions Corp Cl A (CTSH) 0.1 $764k 9.8k 78.03
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $758k 36k 21.16
Everest Re Group (EG) 0.1 $728k 2.1k 339.85
Caterpillar (CAT) 0.1 $725k 1.9k 388.21
Datadog Cl A Com (DDOG) 0.1 $722k 5.4k 134.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $694k 30k 23.24
American Tower Reit (AMT) 0.1 $687k 3.1k 221.02
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $680k 25k 27.67
The Trade Desk Com Cl A (TTD) 0.1 $674k 9.4k 71.99
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $641k 22k 29.21
Spdr Gold Tr Gold Shs (GLD) 0.1 $628k 2.1k 304.83
Trimble Navigation (TRMB) 0.1 $618k 8.1k 75.98
Freeport-mcmoran CL B (FCX) 0.1 $615k 14k 43.35
FTI Consulting (FCN) 0.1 $608k 3.8k 161.50
EOG Resources (EOG) 0.1 $585k 4.9k 119.61
ConocoPhillips (COP) 0.1 $570k 6.3k 89.74
McDonald's Corporation (MCD) 0.1 $561k 1.9k 292.17
Welltower Reit (WELL) 0.1 $538k 3.5k 153.73
Axon Enterprise (AXON) 0.1 $536k 647.00 827.94
Huntington Ingalls Inds (HII) 0.1 $535k 2.2k 241.46
Oshkosh Corporation (OSK) 0.1 $522k 4.6k 113.54
Nextera Energy (NEE) 0.1 $489k 7.1k 69.42
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $488k 4.9k 100.54
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $484k 5.4k 89.06
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $468k 2.6k 182.82
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $442k 7.9k 55.74
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $435k 1.0k 424.58
Vanguard World Energy Etf (VDE) 0.1 $418k 3.5k 119.12
Sprouts Fmrs Mkt (SFM) 0.1 $399k 2.4k 164.64
Vanguard World Inf Tech Etf (VGT) 0.1 $397k 599.00 663.28
Quest Diagnostics Incorporated (DGX) 0.1 $359k 2.0k 179.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $315k 13k 23.83
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $310k 13k 24.38
Darden Restaurants (DRI) 0.1 $294k 1.3k 217.97
Ishares Tr Ultra Short Dur (ICSH) 0.0 $287k 5.7k 50.71
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $264k 6.1k 43.58
Coca-Cola Company (KO) 0.0 $258k 3.6k 70.75
Palantir Technologies Cl A (PLTR) 0.0 $250k 1.8k 136.32
Spdr Series Trust Portfolio Short (SPSB) 0.0 $245k 8.1k 30.19
Tesla Motors (TSLA) 0.0 $240k 755.00 317.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $240k 422.00 568.03
Abbott Laboratories (ABT) 0.0 $238k 1.8k 136.01
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $238k 4.7k 50.68
Trane Technologies SHS (TT) 0.0 $235k 536.00 437.41
Eaton Corp SHS (ETN) 0.0 $232k 651.00 356.99
International Business Machines (IBM) 0.0 $229k 776.00 294.78
Ford Motor Company (F) 0.0 $228k 21k 10.85
Ishares Tr Russell 2000 Etf (IWM) 0.0 $227k 1.1k 215.79
Exxon Mobil Corporation (XOM) 0.0 $225k 2.1k 107.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $220k 453.00 485.77
Altria (MO) 0.0 $210k 3.6k 58.63
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $208k 3.3k 62.02