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

About Capital Insight Partners, LLC

Investment Activity

  • Capital Insight Partners, LLC has $573.15 million in total holdings as of March 31, 2025.
  • Capital Insight Partners, LLC owns shares of 158 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
  • Approximately 6.90% of the portfolio was purchased this quarter.
  • About 6.52% of the portfolio was sold this quarter.
  • This quarter, Capital Insight Partners, LLC has purchased 156 new stocks and bought additional shares in 83 stocks.
  • Capital Insight Partners, LLC sold shares of 52 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

64110L106 - Netflix
$3,274,113 Holding
81369Y852 - Communication Services Select Sector SPDR Fund
$3,227,025 Holding
78464A698 - SPDR S&P Regional Banking ETF
$2,619,364 Holding
67103H107 - O'Reilly Automotive
$1,067,272 Holding
03073E105 - Cencora
$917,697 Holding

Largest Purchases this Quarter

Technology Select Sector SPDR Fund
30,439 shares (about $6.29M)
Utilities Select Sector SPDR Fund
60,208 shares (about $4.75M)
Netflix
3,511 shares (about $3.27M)
SPDR S&P Regional Banking ETF
46,075 shares (about $2.62M)

Largest Sales this Quarter

Schwab International Small-Cap Equity ETF
192,808 shares (about $6.92M)
Tractor Supply
56,319 shares (about $3.10M)
Cogent Communications
48,628 shares (about $2.98M)
Gentex
34,680 shares (about $808.04K)
FIS Biblically Responsible Risk Managed ETF
19,088 shares (about $542.28K)

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
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$29,899,263$113,362 -0.4%302,2575.2%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$28,230,084$1,239,974 4.6%267,7364.9%ETF
PRAY
FIS Biblically Responsible Risk Managed ETF
$28,051,285$542,281 -1.9%987,3914.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$17,781,888$1,392,950 8.5%31,6463.1%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$17,513,053$761,661 4.5%378,1703.1%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$16,198,920$61,256 0.4%211,5572.8%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$15,507,103$106,370 0.7%320,7262.7%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$13,356,005$61,086 -0.5%60,1272.3%Computer and Technology
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$13,101,579$2,537 0.0%144,6252.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$11,370,342$717,696 6.7%121,6732.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$10,871,998$6,285,045 137.0%52,6541.9%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$10,528,160$100,891 1.0%200,4601.8%Manufacturing
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$9,529,343$66,581 -0.7%65,2651.7%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$9,491,688$134,592 1.4%116,2201.7%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$8,910,898$22,782 0.3%17,9921.6%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,690,357$26,513 -0.3%15,0781.5%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,033,575$131,236 -1.6%32,7501.4%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$7,829,510$201,584 2.6%20,8571.4%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$7,698,147$156,635 -2.0%1,6711.3%Retail/Wholesale
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$7,655,164$83,770 -1.1%17,6371.3%Retail/Wholesale
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$7,367,131$10,178 -0.1%42,7081.3%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$7,246,558$106,321 -1.4%103,8041.3%Manufacturing
NVIDIA Co. stock logo
NVDA
NVIDIA
$7,131,838$1,037,739 17.0%65,8041.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,052,976$77,629 1.1%45,6091.2%Computer and Technology
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$6,945,305$103,755 -1.5%230,7411.2%ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$6,937,720$332,803 5.0%275,0881.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$6,929,882$157,859 -2.2%12,6431.2%Business Services
Chemed Co. stock logo
CHE
Chemed
$6,494,088$48,610 -0.7%10,5541.1%Medical
Republic Services, Inc. stock logo
RSG
Republic Services
$6,179,440$71,679 1.2%25,5181.1%Business Services
The Progressive Co. stock logo
PGR
Progressive
$6,119,526$944,971 18.3%21,6231.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,012,597$64,308 1.1%31,6021.0%Retail/Wholesale
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$5,798,969$63,134 1.1%25,4431.0%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$5,621,062$152,673 2.8%40,2051.0%Computer and Technology
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$5,608,648$115,815 2.1%65,2321.0%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$5,573,896$10,588 0.2%26,3231.0%Multi-Sector Conglomerates
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,566,796$89,741 -1.6%21,5251.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$5,558,610$4,747,401 585.2%70,4961.0%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$4,903,942$201,508 -3.9%117,1790.9%ETF
Bank of America Co. stock logo
BAC
Bank of America
$4,883,788$250,964 -4.9%117,0330.9%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,865,114$21,998 0.5%9,2890.8%Medical
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$4,540,180$29,084 0.6%83,0470.8%Manufacturing
Tenaris S.A. stock logo
TS
Tenaris
$4,500,076$56,514 -1.2%115,0620.8%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$4,472,278$15,026 -0.3%12,2030.8%Retail/Wholesale
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$4,419,005$159,990 3.8%26,7090.8%Transportation
Logitech International S.A. stock logo
LOGI
Logitech International
$4,331,668$31,232 -0.7%51,3170.8%Computer and Technology
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$4,161,440$367,981 -8.1%57,4150.7%Medical
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$4,062,209$235,958 -5.5%8,9350.7%Business Services
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3,974,168$2,597,112 188.6%4,2020.7%Retail/Wholesale
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$3,840,519$214,917 5.9%55,3070.7%Medical
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$3,748,779$2,431,720 184.6%18,9850.7%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,503,661$9,345 -0.3%12,7480.6%ETF
Relx Plc stock logo
RELX
Relx
$3,497,093$35,993 -1.0%69,3730.6%Computer and Technology
Novartis AG stock logo
NVS
Novartis
$3,437,152$129,651 3.9%30,8320.6%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,425,625$97,075 2.9%28,1250.6%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,421,734$147,117 -4.1%6,1170.6%Finance
Valvoline Inc. stock logo
VVV
Valvoline
$3,277,745$31,677 -1.0%94,1610.6%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$3,274,113$3,274,113 New Holding3,5110.6%Consumer Discretionary
ASML Holding stock logo
ASML
ASML
$3,239,599$131,201 4.2%4,8890.6%Computer and Technology
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$3,227,025$3,227,025 New Holding33,4580.6%ETF
Nordson Co. stock logo
NDSN
Nordson
$3,186,168$109,131 -3.3%15,7950.6%Industrials
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$2,857,547$10,040 0.4%40,7000.5%Transportation
Manhattan Associates, Inc. stock logo
MANH
Manhattan Associates
$2,830,762$236,546 9.1%16,3590.5%Computer and Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,662,890$478,745 -15.2%113,6530.5%ETF
SPDR S&P Regional Banking ETF stock logo
KRE
SPDR S&P Regional Banking ETF
$2,619,364$2,619,364 New Holding46,0750.5%ETF
Unilever PLC stock logo
UL
Unilever
$2,591,081$59,550 -2.2%43,5110.5%Consumer Staples
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,535,357$280,382 -10.0%40,8270.4%ETF
Trex Company, Inc. stock logo
TREX
Trex
$2,488,830$3,602 0.1%42,8370.4%Construction
Toyota Motor Co. stock logo
TM
Toyota Motor
$2,364,090$18,712 0.8%13,3920.4%Auto/Tires/Trucks
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,275,485$79,006 3.6%13,3350.4%Computer and Technology
FTI Consulting, Inc. stock logo
FCN
FTI Consulting
$2,251,178$39,871 1.8%13,7200.4%Business Services
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$2,075,690$46,300 2.3%16,2290.4%Finance
GFL Environmental Inc. stock logo
GFL
GFL Environmental
$1,989,647$69,228 3.6%41,1850.3%Business Services
Visa Inc. stock logo
V
Visa
$1,865,149$32,943 -1.7%5,3220.3%Business Services
Tractor Supply stock logo
TSCO
Tractor Supply
$1,838,853$3,103,178 -62.8%33,3730.3%Retail/Wholesale
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,712,561$46,127 2.8%23,3160.3%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,619,108$151,648 10.3%12,3530.3%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,600,323$10,107 0.6%30,5580.3%Manufacturing
Gentex Co. stock logo
GNTX
Gentex
$1,541,878$808,044 -34.4%66,1750.3%Auto/Tires/Trucks
Toll Brothers, Inc. stock logo
TOL
Toll Brothers
$1,517,645$170,105 -10.1%14,3730.3%Construction
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$1,473,314$36,338 -2.4%19,2590.3%ETF
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$1,340,043$76,021 6.0%3,8780.2%Medical
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,322,324$8,038 0.6%26,6490.2%ETF
Graphic Packaging Holding stock logo
GPK
Graphic Packaging
$1,315,913$46,728 3.7%50,6900.2%Industrials
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,300,893$50,157 4.0%1,6340.2%Computer and Technology
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$1,206,524$6,275 0.5%20,9580.2%ETF
Equitable Holdings, Inc. stock logo
EQH
Equitable
$1,150,044$55,320 5.1%22,0780.2%Finance
Aflac Incorporated stock logo
AFL
Aflac
$1,073,984$51,259 5.0%9,6590.2%Finance
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$1,067,272$1,067,272 New Holding7450.2%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$1,057,990$34,658 -3.2%6,3190.2%Computer and Technology
Cogent Communications Holdings, Inc. stock logo
CCOI
Cogent Communications
$1,032,952$2,981,386 -74.3%16,8480.2%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,005,615$46,871 -4.5%20,1890.2%ETF
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$961,8000.0%10,0000.2%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$957,780$79,414 -7.7%12,1330.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$946,249$42,036 -4.3%12,0880.2%ETF
Grand Canyon Education, Inc. stock logo
LOPE
Grand Canyon Education
$935,001$32,701 3.6%5,4040.2%Consumer Discretionary
Cencora, Inc. stock logo
COR
Cencora
$917,697$917,697 New Holding3,4600.2%Medical
Zoetis Inc. stock logo
ZTS
Zoetis
$911,832$25,191 2.8%5,5380.2%Medical
CORPAY INC
$909,113$34,523 3.9%2,6070.2%COM
United Rentals, Inc. stock logo
URI
United Rentals
$900,568$33,842 3.9%1,4370.2%Construction
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$882,327$1,135 -0.1%38,0970.2%ETF

Showing largest 100 holdings. View all holdings.
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