Capital Insight Partners

Capital Insight Partners as of Dec. 31, 2025

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 134 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 5.0 $24M 35k 684.94
Ishares Tr Core Us Aggbd Et (AGG) 5.0 $23M 235k 99.88
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 3.5 $16M 348k 47.08
NVIDIA Corporation (NVDA) 3.5 $16M 88k 187.18
Ishares Tr Core Msci Total (IXUS) 3.4 $16M 189k 84.64
Select Sector Spdr Tr State Street Tec (XLK) 3.3 $16M 108k 143.97
Vanguard Bd Index Fds Intermed Term (BIV) 3.1 $15M 187k 77.88
Ishares Tr National Mun Etf (MUB) 3.0 $14M 131k 107.11
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 2.8 $13M 479k 27.38
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.8 $13M 268k 48.75
Apple (AAPL) 2.7 $13M 47k 271.86
Alphabet Cap Stk Cl A (GOOGL) 2.5 $12M 37k 313.00
Microsoft Corporation (MSFT) 1.9 $8.9M 19k 483.62
Intuitive Surgical Com New (ISRG) 1.8 $8.5M 15k 565.19
JPMorgan Chase & Co. (JPM) 1.8 $8.4M 26k 322.22
Meta Platforms Cl A (META) 1.7 $8.0M 12k 660.09
Select Sector Spdr Tr State Street Ene (XLE) 1.7 $7.9M 176k 44.71
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.6 $7.7M 142k 53.88
Select Sector Spdr Tr State Street Hea (XLV) 1.6 $7.4M 48k 154.80
Select Sector Spdr Tr State Street Con (XLP) 1.5 $6.9M 89k 77.68
Booking Holdings (BKNG) 1.4 $6.6M 1.2k 5355.33
Spdr Series Trust State Street Spd (HYMB) 1.3 $6.2M 248k 24.94
Broadcom (AVGO) 1.3 $6.0M 17k 346.65
Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $6.0M 226k 26.49
Intercontinental Exchange (ICE) 1.2 $5.9M 36k 161.57
Amazon (AMZN) 1.2 $5.7M 25k 230.82
Casey's General Stores (CASY) 1.2 $5.5M 10k 552.71
Oracle Corporation (ORCL) 1.1 $5.3M 27k 194.91
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.1 $5.3M 55k 96.16
Mastercard Incorporated Cl A (MA) 1.1 $5.3M 9.2k 570.88
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $5.0M 17k 290.22
Select Sector Spdr Tr State Street Uti (XLU) 1.0 $4.9M 115k 42.69
Bank of America Corporation (BAC) 1.0 $4.8M 87k 55.00
Select Sector Spdr Tr State Street Mat (XLB) 1.0 $4.7M 103k 45.35
Select Sector Spdr Tr State Street Com (XLC) 0.9 $4.3M 37k 117.72
Select Sector Spdr Tr State Street Con (XLY) 0.9 $4.2M 36k 119.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $4.1M 12k 335.27
Global X Fds Defense Tech Etf (SHLD) 0.8 $4.0M 62k 64.79
Ishares Tr Glb Infrastr Etf (IGF) 0.8 $3.9M 64k 61.36
Asml Holding N V N Y Registry Shs (ASML) 0.8 $3.9M 3.6k 1069.86
Republic Services (RSG) 0.8 $3.8M 18k 211.93
Check Point Software Tech Lt Ord (CHKP) 0.8 $3.6M 20k 184.12
TJX Companies (TJX) 0.7 $3.5M 23k 153.61
Select Sector Spdr Tr State Street Rea (XLRE) 0.7 $3.4M 83k 40.35
Progressive Corporation (PGR) 0.7 $3.4M 15k 227.72
Honeywell International (HON) 0.7 $3.3M 17k 195.09
Novartis Sponsored Adr (NVS) 0.7 $3.3M 24k 137.87
Home Depot (HD) 0.7 $3.3M 9.6k 344.10
Comfort Systems USA (FIX) 0.7 $3.1M 3.3k 933.29
Costco Wholesale Corporation (COST) 0.6 $3.1M 3.6k 859.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.9M 4.3k 681.87
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $2.8M 37k 75.44
Logitech Intl S A SHS (LOGI) 0.6 $2.8M 28k 100.22
Netflix (NFLX) 0.6 $2.7M 28k 93.76
O'reilly Automotive (ORLY) 0.5 $2.3M 26k 90.83
Wal-Mart Stores (WMT) 0.5 $2.3M 21k 111.41
Spdr Series Trust State Street Spd (KRE) 0.5 $2.3M 36k 64.81
Old Dominion Freight Line (ODFL) 0.5 $2.3M 15k 156.80
Relx Sponsored Adr (RELX) 0.5 $2.3M 56k 40.42
UnitedHealth (UNH) 0.5 $2.2M 6.6k 330.11
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $1.9M 21k 94.16
Ishares Tr Ishares Biotech (IBB) 0.4 $1.9M 11k 168.77
Manhattan Associates (MANH) 0.4 $1.9M 11k 173.31
Select Sector Spdr Tr State Street Ind (XLI) 0.4 $1.9M 12k 155.12
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.8M 64k 28.48
Ishares Tr Core 80/20 Aggre (AOA) 0.4 $1.8M 20k 89.56
Stryker Corporation (SYK) 0.4 $1.8M 5.1k 351.47
Hca Holdings (HCA) 0.4 $1.8M 3.7k 470.22
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.7M 23k 74.07
Visa Com Cl A (V) 0.4 $1.7M 4.8k 350.71
Gfl Environmental Sub Vtg Shs (GFL) 0.4 $1.7M 39k 42.88
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.4M 4.6k 313.80
Ishares Tr Core 60/40 Balan (AOR) 0.3 $1.4M 21k 65.01
Tim S A Sponsored Adr (TIMB) 0.3 $1.3M 67k 19.90
Eli Lilly & Co. (LLY) 0.3 $1.3M 1.2k 1074.68
Servicenow (NOW) 0.3 $1.2M 8.4k 147.59
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.2M 3.0k 396.31
Edwards Lifesciences (EW) 0.3 $1.2M 14k 85.29
FactSet Research Systems (FDS) 0.2 $1.1M 3.9k 290.19
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $1.1M 21k 52.88
Select Sector Spdr Tr State Street Fin (XLF) 0.2 $1.1M 20k 54.77
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.2 $1.0M 53k 19.45
AFLAC Incorporated (AFL) 0.2 $1.0M 9.3k 110.24
Equitable Holdings (EQH) 0.2 $1.0M 21k 47.96
Arch Cap Group Ord (ACGL) 0.2 $983k 10k 95.92
American Electric Power Company (AEP) 0.2 $964k 8.3k 115.75
NetApp (NTAP) 0.2 $885k 8.3k 106.50
Grand Canyon Education (LOPE) 0.2 $857k 5.2k 165.44
Bunge Global Sa Com Shs (BG) 0.2 $844k 9.1k 92.45
Domino's Pizza (DPZ) 0.2 $751k 1.8k 424.89
Everest Re Group (EG) 0.2 $722k 2.2k 334.50
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $688k 23k 29.61
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $670k 15k 45.53
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $666k 12k 57.46
Tractor Supply Company (TSCO) 0.1 $665k 13k 50.01
Novo-nordisk A S Adr (NVO) 0.1 $663k 13k 50.88
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $661k 20k 32.62
Zoetis Cl A (ZTS) 0.1 $660k 5.2k 125.91
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $550k 7.0k 78.81
McDonald's Corporation (MCD) 0.1 $535k 1.8k 305.63
EOG Resources (EOG) 0.1 $527k 4.9k 107.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $485k 1.0k 473.30
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $484k 2.4k 198.62
Vanguard World Inf Tech Etf (VGT) 0.1 $472k 626.00 753.78
Blue Owl Capital Com Cl A (OWL) 0.1 $438k 29k 15.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $428k 1.5k 279.14
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $427k 20k 20.89
Tesla Motors (TSLA) 0.1 $420k 934.00 449.72
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $418k 4.6k 91.45
Vanguard World Energy Etf (VDE) 0.1 $385k 3.1k 125.92
Quest Diagnostics Incorporated (DGX) 0.1 $377k 2.2k 173.77
Chemed Corp Com Stk (CHE) 0.1 $363k 848.00 427.86
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $347k 13k 26.23
Axon Enterprise (AXON) 0.1 $345k 612.00 564.26
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $342k 3.9k 88.49
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $340k 3.4k 100.34
The Trade Desk Com Cl A (TTD) 0.1 $329k 8.7k 37.69
Vanguard Index Fds Growth Etf (VUG) 0.1 $328k 673.00 487.86
Palantir Technologies Cl A (PLTR) 0.1 $320k 1.9k 170.85
Ford Motor Company (F) 0.1 $276k 21k 13.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $275k 439.00 627.13
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $272k 12k 23.37
Coca-Cola Company (KO) 0.1 $255k 3.6k 69.91
Palo Alto Networks (PANW) 0.1 $249k 1.4k 184.20
Exxon Mobil Corporation (XOM) 0.1 $249k 2.1k 120.34
Darden Restaurants (DRI) 0.1 $248k 1.3k 184.02
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $245k 810.00 302.11
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $241k 7.0k 34.21
Wells Fargo & Company (WFC) 0.0 $220k 2.4k 93.20
Abbott Laboratories (ABT) 0.0 $220k 1.8k 125.29
Ishares Tr Core Msci Eafe (IEFA) 0.0 $211k 2.4k 89.46
Eaton Corp SHS (ETN) 0.0 $207k 651.00 318.51
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $207k 2.1k 96.28
Ishares Tr Russell 2000 Etf (IWM) 0.0 $206k 837.00 246.16