Capital Insight Partners

Capital Insight Partners as of Sept. 30, 2025

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 163 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Neos Etf Trust Fis Christian (PRAY) 5.0 $30M 964k 31.36
Ishares Tr Core Us Aggbd Et (AGG) 4.4 $27M 267k 100.25
Ishares Tr Core S&p500 Etf (IVV) 4.2 $25M 38k 669.30
NVIDIA Corporation (NVDA) 3.0 $18M 99k 186.58
Select Sector Spdr Tr Technology (XLK) 2.8 $17M 60k 281.86
Ishares Tr Core Msci Total (IXUS) 2.7 $16M 196k 82.58
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.6 $16M 337k 46.96
Ishares Tr National Mun Etf (MUB) 2.6 $16M 148k 106.49
Vanguard Bd Index Fds Intermed Term (BIV) 2.5 $15M 194k 78.09
Apple (AAPL) 2.4 $15M 58k 254.63
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.4 $14M 295k 48.84
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 2.3 $14M 506k 27.29
Ishares Tr Jpmorgan Usd Emg (EMB) 2.0 $12M 129k 95.19
Microsoft Corporation (MSFT) 1.8 $11M 21k 517.95
Alphabet Cap Stk Cl A (GOOGL) 1.8 $11M 45k 243.10
Meta Platforms Cl A (META) 1.7 $10M 14k 734.38
JPMorgan Chase & Co. (JPM) 1.6 $9.6M 30k 315.43
Select Sector Spdr Tr Energy (XLE) 1.6 $9.5M 107k 89.34
Casey's General Stores (CASY) 1.6 $9.4M 17k 565.32
Oracle Corporation (ORCL) 1.5 $9.0M 32k 281.24
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.5 $8.9M 165k 54.09
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.4 $8.3M 107k 78.37
Booking Holdings (BKNG) 1.3 $8.1M 1.5k 5399.27
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.3 $7.8M 56k 139.17
Intuitive Surgical Com New (ISRG) 1.3 $7.7M 17k 447.23
Spdr Series Trust Nuveen Ice High (HYMB) 1.1 $6.9M 276k 24.93
Intercontinental Exchange (ICE) 1.1 $6.9M 41k 168.48
Amazon (AMZN) 1.1 $6.7M 31k 219.57
Mastercard Incorporated Cl A (MA) 1.0 $6.3M 11k 568.81
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.0 $6.0M 68k 87.21
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.0 $5.9M 61k 96.46
Broadcom (AVGO) 1.0 $5.8M 18k 329.91
Republic Services (RSG) 1.0 $5.7M 25k 229.48
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $5.6M 19k 293.74
Bank of America Corporation (BAC) 0.9 $5.3M 103k 51.59
Select Sector Spdr Tr Sbi Materials (XLB) 0.9 $5.3M 59k 89.62
Global X Fds Defense Tech Etf (SHLD) 0.8 $5.1M 72k 70.24
Select Sector Spdr Tr Communication (XLC) 0.8 $5.0M 43k 118.37
Check Point Software Tech Lt Ord (CHKP) 0.8 $4.9M 24k 206.91
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $4.9M 20k 239.64
Ishares Tr Glb Infrastr Etf (IGF) 0.8 $4.7M 77k 61.12
Home Depot (HD) 0.8 $4.6M 11k 405.19
Comfort Systems USA (FIX) 0.7 $4.5M 5.4k 825.18
Progressive Corporation (PGR) 0.7 $4.4M 18k 246.95
Asml Holding N V N Y Registry Shs (ASML) 0.7 $4.3M 4.5k 968.09
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.7 $4.3M 102k 42.13
Honeywell International (HON) 0.7 $4.2M 20k 210.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $4.1M 12k 328.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $4.1M 6.1k 666.19
Netflix (NFLX) 0.7 $4.0M 3.3k 1198.92
TJX Companies (TJX) 0.6 $3.9M 27k 144.54
Logitech Intl S A SHS (LOGI) 0.6 $3.8M 35k 109.68
Costco Wholesale Corporation (COST) 0.6 $3.8M 4.1k 925.63
Novartis Sponsored Adr (NVS) 0.6 $3.6M 28k 128.24
Manhattan Associates (MANH) 0.6 $3.3M 16k 204.98
Chemed Corp Com Stk (CHE) 0.5 $3.2M 7.2k 447.74
Old Dominion Freight Line (ODFL) 0.5 $3.1M 22k 140.78
Relx Sponsored Adr (RELX) 0.5 $3.1M 65k 47.76
Edwards Lifesciences (EW) 0.5 $3.0M 39k 77.77
O'reilly Automotive (ORLY) 0.5 $3.0M 28k 107.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $2.9M 40k 73.46
UnitedHealth (UNH) 0.5 $2.8M 8.1k 345.30
Spdr Series Trust S&p Regl Bkg (KRE) 0.5 $2.8M 44k 63.30
Palo Alto Networks (PANW) 0.4 $2.7M 13k 203.62
Wal-Mart Stores (WMT) 0.4 $2.5M 24k 103.06
Novo-nordisk A S Adr (NVO) 0.4 $2.5M 44k 55.49
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $2.4M 25k 95.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $2.1M 75k 27.90
Ishares Tr Ishares Biotech (IBB) 0.3 $2.0M 14k 144.37
Toll Brothers (TOL) 0.3 $2.0M 15k 138.14
Select Sector Spdr Tr Indl (XLI) 0.3 $2.0M 13k 154.23
Gfl Environmental Sub Vtg Shs (GFL) 0.3 $1.9M 41k 47.38
Tractor Supply Company (TSCO) 0.3 $1.9M 33k 56.87
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.7M 23k 74.37
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $1.7M 20k 88.14
Visa Com Cl A (V) 0.3 $1.7M 5.1k 341.38
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.6M 5.9k 279.29
FactSet Research Systems (FDS) 0.3 $1.6M 5.7k 286.49
Hca Holdings (HCA) 0.3 $1.6M 3.8k 426.20
Servicenow (NOW) 0.3 $1.6M 1.7k 920.28
United Rentals (URI) 0.2 $1.5M 1.5k 954.66
Ishares Tr Core 60/40 Balan (AOR) 0.2 $1.4M 21k 64.38
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.4M 5.5k 243.55
Grand Canyon Education (LOPE) 0.2 $1.2M 5.4k 219.52
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $1.1M 21k 53.03
Tim Sa/brazil Sponsored Adr (TIMB) 0.2 $1.1M 50k 22.32
Equitable Holdings (EQH) 0.2 $1.1M 22k 50.78
Select Sector Spdr Tr Financial (XLF) 0.2 $1.1M 20k 53.87
AFLAC Incorporated (AFL) 0.2 $1.1M 9.5k 111.70
NetApp (NTAP) 0.2 $1.0M 8.6k 118.46
Valvoline Inc Common (VVV) 0.2 $994k 28k 35.91
Spdr Gold Tr Gold Shs (GLD) 0.2 $991k 2.8k 355.47
Graphic Packaging Holding Company (GPK) 0.2 $984k 50k 19.57
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $974k 17k 57.04
American Electric Power Company (AEP) 0.2 $956k 8.5k 112.50
Arch Cap Group Ord (ACGL) 0.2 $927k 10k 90.73
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $895k 54k 16.74
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $890k 20k 45.51
Caterpillar (CAT) 0.1 $885k 1.9k 477.15
Lennar Corp Cl A (LEN) 0.1 $879k 7.0k 126.04
Deere & Company (DE) 0.1 $856k 1.9k 457.26
Stryker Corporation (SYK) 0.1 $847k 2.3k 369.67
Tenaris Sa Sponsored Ads (TS) 0.1 $840k 24k 35.77
Danaher Corporation (DHR) 0.1 $817k 4.1k 198.26
Zoetis Cl A (ZTS) 0.1 $804k 5.5k 146.32
Domino's Pizza (DPZ) 0.1 $785k 1.8k 431.71
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $776k 9.8k 78.91
Bunge Global Sa Com Shs (BG) 0.1 $767k 9.4k 81.25
Datadog Cl A (DDOG) 0.1 $757k 5.3k 142.40
Corpay (CPAY) 0.1 $745k 2.6k 288.06
Everest Re Group (EG) 0.1 $744k 2.1k 350.23
Canadian Pacific Kansas City (CP) 0.1 $723k 9.7k 74.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $713k 25k 29.11
Trimble Navigation (TRMB) 0.1 $700k 8.6k 81.65
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $699k 30k 23.47
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $686k 22k 31.91
Blue Owl Capital Com Cl A (OWL) 0.1 $681k 40k 16.93
Cognizant Technology Solutions Corp Cl A (CTSH) 0.1 $651k 9.7k 67.07
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $646k 30k 21.57
Huntington Ingalls Inds (HII) 0.1 $634k 2.2k 287.91
Welltower Inc Com reit (WELL) 0.1 $618k 3.5k 178.14
FTI Consulting (FCN) 0.1 $598k 3.7k 161.65
ConocoPhillips (COP) 0.1 $595k 6.3k 94.59
Oshkosh Corporation (OSK) 0.1 $592k 4.6k 129.70
Eli Lilly & Co. (LLY) 0.1 $583k 764.00 763.00
McDonald's Corporation (MCD) 0.1 $577k 1.9k 303.89
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $560k 7.0k 79.93
Freeport-mcmoran CL B (FCX) 0.1 $551k 14k 39.22
EOG Resources (EOG) 0.1 $544k 4.8k 112.12
American Tower Reit (AMT) 0.1 $531k 2.8k 192.32
Nextera Energy (NEE) 0.1 $524k 6.9k 75.49
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $503k 2.6k 194.50
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $495k 4.9k 100.69
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $480k 5.3k 91.42
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $480k 1.0k 468.41
Vanguard World Inf Tech Etf (VGT) 0.1 $467k 626.00 746.63
Axon Enterprise (AXON) 0.1 $462k 644.00 717.64
Quest Diagnostics Incorporated (DGX) 0.1 $441k 2.3k 190.58
Vanguard World Energy Etf (VDE) 0.1 $428k 3.4k 125.86
Trade Desk Inc/the Com Cl A (TTD) 0.1 $413k 8.4k 49.01
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $340k 13k 25.71
Palantir Technologies Cl A (PLTR) 0.1 $338k 1.9k 182.42
Tesla Motors (TSLA) 0.1 $316k 710.00 444.72
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $289k 6.1k 47.63
Ishares Tr Ultra Short Dur (ICSH) 0.0 $288k 5.7k 50.75
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $278k 11k 24.40
Sprouts Fmrs Mkt (SFM) 0.0 $267k 2.5k 108.80
Darden Restaurants (DRI) 0.0 $257k 1.3k 190.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $254k 415.00 612.38
Ishares Tr Russell 2000 Etf (IWM) 0.0 $254k 1.1k 241.96
Ford Motor Company (F) 0.0 $251k 21k 11.96
Eaton Corp SHS (ETN) 0.0 $244k 651.00 374.25
Coca-Cola Company (KO) 0.0 $242k 3.6k 66.32
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $238k 4.7k 50.73
Abbott Laboratories (ABT) 0.0 $235k 1.8k 133.94
Exxon Mobil Corporation (XOM) 0.0 $233k 2.1k 112.75
Altria (MO) 0.0 $230k 3.5k 66.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $228k 453.00 502.74
Trane Technologies SHS (TT) 0.0 $226k 536.00 421.96
International Business Machines (IBM) 0.0 $219k 776.00 282.16
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $218k 3.3k 65.26
Ishares Tr Core Msci Eafe (IEFA) 0.0 $206k 2.4k 87.31
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $206k 6.9k 29.64