Free Trial

Capital Insight Partners, LLC Top Holdings and 13F Report (2025)

About Capital Insight Partners, LLC

Investment Activity

  • Capital Insight Partners, LLC has $604.03 million in total holdings as of September 30, 2025.
  • Capital Insight Partners, LLC owns shares of 163 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
  • Approximately 7.16% of the portfolio was purchased this quarter.
  • About 6.05% of the portfolio was sold this quarter.
  • This quarter, Capital Insight Partners, LLC has purchased 162 new stocks and bought additional shares in 42 stocks.
  • Capital Insight Partners, LLC sold shares of 99 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

14020Y201 - Capital Group Municipal Income ETF
$13,802,245 Holding
37960A529 - GLOBAL X FDS
$5,078,563 Holding
874039100 - Taiwan Semiconductor Manufacturing
$1,646,136 Holding
88706T108 - TIM
$1,116,000 Holding
46432F842 - iShares Core MSCI EAFE ETF
$205,965 Holding

Largest Purchases this Quarter

Capital Group Municipal Income ETF
505,762 shares (about $13.80M)
GLOBAL X FDS
72,303 shares (about $5.08M)
iShares Core S&P 500 ETF
7,148 shares (about $4.78M)
Technology Select Sector SPDR Fund
8,030 shares (about $2.26M)

Largest Sales this Quarter

iShares National Muni Bond ETF
111,016 shares (about $11.82M)
Canadian Pacific Kansas City
28,278 shares (about $2.11M)
Oracle
5,202 shares (about $1.46M)
Chemed
2,027 shares (about $907.57K)
Apple
3,513 shares (about $894.51K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCapital Insight Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
PRAY
FIS Biblically Responsible Risk Managed ETF
$30,220,975$677,467 -2.2%963,5505.0%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$26,754,019$435,386 -1.6%266,8734.4%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$25,165,680$4,784,156 23.5%37,6004.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$18,377,944$1,340,018 7.9%98,4993.0%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$16,816,332$2,263,336 15.6%59,6622.8%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$16,182,542$5,936,098 57.9%195,9622.7%Manufacturing
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$15,812,700$177,415 -1.1%336,7272.6%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$15,743,056$11,822,094 -42.9%147,8362.6%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$15,127,127$213,264 -1.4%193,7142.5%ETF
Apple Inc. stock logo
AAPL
Apple
$14,702,584$894,515 -5.7%57,7412.4%Computer and Technology
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$14,381,622$192,869 -1.3%294,4642.4%Manufacturing
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$13,802,245$13,802,245 New Holding505,7622.3%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$12,320,918$285,760 -2.3%129,4352.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$11,006,438$172,477 1.6%21,2501.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,949,954$298,041 2.8%45,0431.8%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$10,094,788$248,220 -2.4%13,7461.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,596,643$314,799 -3.2%30,4241.6%Finance
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$9,549,910$403,549 -4.1%106,8941.6%ETF
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$9,367,918$142,461 -1.5%16,5711.6%Retail/Wholesale
Oracle Corporation stock logo
ORCL
Oracle
$9,044,960$1,463,011 -13.9%32,1611.5%Computer and Technology
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$8,895,912$341,416 -3.7%164,4651.5%Manufacturing
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$8,347,973$92,555 -1.1%106,5201.4%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$8,055,711$345,553 -4.1%1,4921.3%Retail/Wholesale
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$7,820,102$613,044 -7.3%56,1911.3%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$7,736,185$72,451 0.9%17,2981.3%Medical
SPDR Nuveen ICE High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$6,884,221$156,361 2.3%276,1421.1%ETF
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$6,883,083$54,756 0.8%40,8541.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,699,959$119,227 -1.7%30,5141.1%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$6,340,526$407,268 -6.0%11,1471.0%Business Services
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$5,966,996$114,245 2.0%68,4211.0%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$5,913,674$57,972 -1.0%61,3071.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$5,848,975$727,452 14.2%17,7291.0%Computer and Technology
Republic Services, Inc. stock logo
RSG
Republic Services
$5,739,295$192,534 3.5%25,0101.0%Business Services
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,597,510$355,425 6.8%19,0560.9%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$5,335,387$242,009 -4.3%103,4190.9%Finance
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$5,275,930$24,287 -0.5%58,8700.9%ETF
GLOBAL X FDS
$5,078,563$5,078,563 New Holding72,3030.8%DEFENSE TECH ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$5,049,310$1,190,566 30.9%42,6570.8%ETF
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$4,934,804$8,276 -0.2%23,8500.8%Computer and Technology
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$4,859,420$631,451 14.9%20,2780.8%Finance
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$4,678,186$29,460 -0.6%76,5410.8%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$4,590,803$87,521 -1.9%11,3300.8%Retail/Wholesale
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$4,477,427$1,166,805 35.2%5,4260.7%Construction
The Progressive Corporation stock logo
PGR
Progressive
$4,386,573$736,899 -14.4%17,7630.7%Finance
ASML Holding N.V. stock logo
ASML
ASML
$4,348,661$82,288 -1.9%4,4920.7%Computer and Technology
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$4,314,702$35,726 -0.8%102,4140.7%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$4,227,261$846,421 -16.7%20,0820.7%Multi-Sector Conglomerates
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,068,980$75,479 -1.8%12,3990.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,066,446$29,313 0.7%6,1040.7%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$3,963,630$7,194 -0.2%3,3060.7%Consumer Discretionary
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,902,291$14,020 0.4%26,9980.6%Retail/Wholesale
Logitech International S.A. stock logo
LOGI
Logitech International
$3,849,110$160,023 -4.0%35,0940.6%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,782,125$59,240 1.6%4,0860.6%Retail/Wholesale
Novartis AG stock logo
NVS
Novartis
$3,635,348$11,670 -0.3%28,3480.6%Medical
Manhattan Associates, Inc. stock logo
MANH
Manhattan Associates
$3,348,143$264,629 -7.3%16,3340.6%Computer and Technology
Chemed Corporation stock logo
CHE
Chemed
$3,232,683$907,569 -21.9%7,2200.5%Medical
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$3,142,914$392,776 -11.1%22,3250.5%Transportation
RELX PLC stock logo
RELX
RELX
$3,116,293$44,417 1.4%65,2490.5%Computer and Technology
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$3,038,941$795,665 -20.7%39,0760.5%Medical
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$2,995,609$20,484 0.7%27,7860.5%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,932,524$53,773 -1.8%39,9200.5%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,810,052$263,809 -8.6%8,1380.5%Medical
SPDR S&P Regional Banking ETF stock logo
KRE
SPDR S&P Regional Banking ETF
$2,761,210$77,226 2.9%43,6210.5%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,698,169$21,176 -0.8%13,2510.4%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$2,513,634$16,799 0.7%24,3900.4%Retail/Wholesale
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,461,370$346,702 -12.3%44,3570.4%Medical
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$2,378,976$142,329 -5.6%25,0050.4%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,096,434$228,055 12.2%75,1410.3%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$2,037,350$53,850 -2.6%14,1120.3%Finance
Toll Brothers Inc. stock logo
TOL
Toll Brothers
$2,014,220$30,805 1.6%14,5810.3%Construction
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,987,563$132,329 7.1%12,8870.3%ETF
GFL Environmental Inc. stock logo
GFL
GFL Environmental
$1,932,726$15,541 -0.8%40,7920.3%Business Services
Tractor Supply Company stock logo
TSCO
Tractor Supply
$1,869,318$31,506 1.7%32,8700.3%Retail/Wholesale
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,735,053$13,238 0.8%23,3300.3%ETF
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$1,729,748$529 0.0%19,6250.3%ETF
Visa Inc. stock logo
V
Visa
$1,724,311$44,038 -2.5%5,0510.3%Business Services
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,646,136$1,646,136 New Holding5,8940.3%Computer and Technology
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$1,645,026$607,072 -27.0%5,7420.3%Business Services
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$1,640,018$12,786 -0.8%3,8480.3%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,558,034$8,283 -0.5%1,6930.3%Computer and Technology
United Rentals, Inc. stock logo
URI
United Rentals
$1,456,812$85,919 6.3%1,5260.2%Construction
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$1,360,254$11,009 0.8%21,1290.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,351,216$2,679 0.2%5,5480.2%Computer and Technology
Grand Canyon Education, Inc. stock logo
LOPE
Grand Canyon Education
$1,188,043$9,220 -0.8%5,4120.2%Consumer Discretionary
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,127,471$477,429 -29.7%21,2610.2%Manufacturing
TIM S.A. Sponsored ADR stock logo
TIMB
TIM
$1,116,000$1,116,000 New Holding50,0000.2%Computer and Technology
Equitable Holdings, Inc. stock logo
EQH
Equitable
$1,112,184$8,937 -0.8%21,9020.2%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,086,397$1,185 -0.1%20,1670.2%ETF
Aflac Incorporated stock logo
AFL
Aflac
$1,058,246$8,489 -0.8%9,4740.2%Finance
NetApp, Inc. stock logo
NTAP
NetApp
$1,013,544$3,317 -0.3%8,5560.2%Computer and Technology
Valvoline stock logo
VVV
Valvoline
$994,097$8,403 -0.8%27,6830.2%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$991,051$258,427 35.3%2,7880.2%Finance
Graphic Packaging Holding Company stock logo
GPK
Graphic Packaging
$984,176$7,828 -0.8%50,2900.2%Industrials
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$973,901$521,175 115.1%17,0740.2%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$955,576$6,975 -0.7%8,4940.2%Utilities
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$927,1700.0%10,2190.2%Finance
Sumitomo Mitsui Financial Group Inc stock logo
SMFG
Sumitomo Mitsui Financial Group
$895,340$4,386 0.5%53,4850.1%Finance
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$889,584$65,625 -6.9%19,5470.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$884,637$6,680 -0.7%1,8540.1%Industrials
Lennar Corporation stock logo
LEN
Lennar
$878,499$7,562 -0.9%6,9700.1%Construction

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data