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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 $578.54 million in total holdings as of December 31, 2024.
  • Capital Insight Partners, LLC owns shares of 156 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
  • Approximately 5.90% of the portfolio was purchased this quarter.
  • About 1.64% of the portfolio was sold this quarter.
  • This quarter, Capital Insight Partners, LLC has purchased 157 new stocks and bought additional shares in 106 stocks.
  • Capital Insight Partners, LLC sold shares of 35 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

Deere & Company
$736,391 Holding
American Electric Power
$714,322 Holding
Caterpillar
$672,920 Holding
SPDR Gold Shares
$458,595 Holding

Largest Purchases this Quarter

Tractor Supply
86,398 shares (about $4.58M)
FIS Biblically Responsible Risk Managed ETF
60,788 shares (about $1.75M)
Schwab US Small-Cap ETF
67,268 shares (about $1.74M)
Palo Alto Networks
6,832 shares (about $1.24M)
Vanguard Mortgage-Backed Securities ETF
23,353 shares (about $1.06M)

Largest Sales this Quarter

Schwab International Small-Cap Equity ETF
30,643 shares (about $1.05M)
FactSet Research Systems
1,785 shares (about $857.30K)
Relx
15,714 shares (about $713.73K)
iShares Core S&P 500 ETF
1,143 shares (about $672.86K)
Vanguard Information Technology ETF
601 shares (about $373.70K)

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
$29,399,751$751,460 2.6%303,4035.1%Finance
PRAY
FIS Biblically Responsible Risk Managed ETF
$29,043,160$1,754,111 6.4%1,006,4795.0%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$27,274,243$607,122 2.3%255,9764.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$17,170,030$672,861 -3.8%29,1673.0%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$16,400,521$1,058,825 6.9%361,7232.8%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$15,749,871$239,136 1.5%210,7572.7%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$15,215,988$453,863 3.1%318,5262.6%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$15,125,862$28,047 0.2%60,4022.6%Computer and Technology
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$12,874,917$479,035 3.9%144,5972.2%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$10,226,744$438,350 4.5%198,5391.8%Manufacturing
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$9,764,641$469,160 5.0%113,9931.7%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$9,367,095$232,794 2.5%17,9461.6%Medical
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$9,041,238$192,185 2.2%65,7211.6%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$9,006,505$357,676 4.1%114,5721.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,855,254$161,601 -1.8%15,1241.5%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$8,564,880$368,813 4.5%20,3201.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,538,756$338,279 -3.8%45,1071.5%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$8,471,157$168,926 -2.0%1,7051.5%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,978,748$156,051 -1.9%33,2851.4%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$7,550,993$409,719 5.7%56,2291.3%Computer and Technology
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$7,395,712$1,051,974 -12.5%215,4301.3%ETF
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$7,064,781$129,963 1.9%17,8301.2%Retail/Wholesale
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$6,992,854$356,140 5.4%234,1881.2%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$6,966,328$139,555 -2.0%105,3271.2%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,859,009$371,427 5.7%31,2641.2%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$6,809,077$226,952 3.4%12,9311.2%Business Services
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$6,699,198$332,259 5.2%261,8921.2%ETF
Oracle Co. stock logo
ORCL
Oracle
$6,517,791$58,657 0.9%39,1131.1%Computer and Technology
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$6,372,711$204,591 3.3%42,7671.1%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$5,934,808$97,810 1.7%26,2731.0%Multi-Sector Conglomerates
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,777,052$115,689 -2.0%21,8721.0%ETF
Chemed Co. stock logo
CHE
Chemed
$5,633,364$285,562 5.3%10,6331.0%Medical
Bank of America Co. stock logo
BAC
Bank of America
$5,407,916$6,461 0.1%123,0470.9%Finance
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$5,375,284$135,129 2.6%63,8850.9%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$5,165,432$357,616 -6.5%22,2150.9%ETF
Republic Services, Inc. stock logo
RSG
Republic Services
$5,074,162$261,333 5.4%25,2220.9%Business Services
Cogent Communications Holdings, Inc. stock logo
CCOI
Cogent Communications
$5,046,236$194,525 4.0%65,4760.9%Computer and Technology
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$4,961,496$344,231 7.5%121,9940.9%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$4,762,794$118,253 2.5%12,2440.8%Retail/Wholesale
Tractor Supply stock logo
TSCO
Tractor Supply
$4,759,058$4,584,278 2,622.9%89,6920.8%Retail/Wholesale
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$4,698,493$307,495 7.0%25,1660.8%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,677,688$242,813 5.5%9,2470.8%Medical
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$4,626,283$160,201 3.6%62,4920.8%Medical
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$4,540,889$249,077 5.8%25,7420.8%Transportation
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$4,540,568$857,300 -15.9%9,4540.8%Business Services
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$4,491,277$516,808 13.0%52,2120.8%Medical
Tenaris S.A. stock logo
TS
Tenaris
$4,402,800$159,852 3.8%116,5070.8%Industrial Products
The Progressive Co. stock logo
PGR
Progressive
$4,381,030$189,292 4.5%18,2840.8%Finance
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$4,313,060$293,601 7.3%82,5150.7%Manufacturing
Logitech International S.A. stock logo
LOGI
Logitech International
$4,256,425$317,130 8.1%51,6870.7%Computer and Technology
Manhattan Associates, Inc. stock logo
MANH
Manhattan Associates
$4,051,439$122,689 3.1%14,9920.7%Computer and Technology
Onsemi stock logo
ON
Onsemi
$3,951,722$253,461 6.9%62,6760.7%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,739,327$78,538 -2.1%6,3800.6%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,704,352$134,182 -3.5%12,7820.6%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$3,467,464$1,739,551 100.7%134,0860.6%ETF
Valvoline Inc. stock logo
VVV
Valvoline
$3,439,669$188,787 5.8%95,0710.6%Retail/Wholesale
Nordson Co. stock logo
NDSN
Nordson
$3,418,145$218,237 6.8%16,3360.6%Industrial Products
Comcast Co. stock logo
CMCSA
Comcast
$3,359,574$43,760 1.3%89,5170.6%Consumer Discretionary
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,301,496$353,732 12.0%27,3280.6%Retail/Wholesale
ASML Holding stock logo
ASML
ASML
$3,251,239$280,004 9.4%4,6910.6%Computer and Technology
Relx Plc stock logo
RELX
Relx
$3,183,352$713,730 -18.3%70,0870.6%Computer and Technology
HDFC Bank Limited stock logo
HDB
HDFC Bank
$3,173,523$82,826 2.7%49,6950.5%Finance
Trex Company, Inc. stock logo
TREX
Trex
$2,952,759$180,030 6.5%42,7750.5%Construction
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$2,935,111$209,801 7.7%40,5570.5%Transportation
Gentex Co. stock logo
GNTX
Gentex
$2,897,565$130,233 4.7%100,8550.5%Auto/Tires/Trucks
Novartis AG stock logo
NVS
Novartis
$2,887,091$266,338 10.2%29,6690.5%Medical
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
$2,885,116$137,897 5.0%32,5340.5%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,672,005$199,007 -6.9%45,3420.5%ETF
NIKE, Inc. stock logo
NKE
NIKE
$2,595,481$269,234 11.6%34,3000.4%Consumer Discretionary
Toyota Motor Co. stock logo
TM
Toyota Motor
$2,585,589$136,032 5.6%13,2860.4%Auto/Tires/Trucks
FTI Consulting, Inc. stock logo
FCN
FTI Consulting
$2,575,860$72,247 2.9%13,4770.4%Business Services
Unilever PLC stock logo
UL
Unilever
$2,523,774$117,199 4.9%44,5110.4%Consumer Staples
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,342,190$1,243,151 113.1%12,8720.4%Computer and Technology
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$2,097,777$189,854 10.0%15,8670.4%Finance
Toll Brothers, Inc. stock logo
TOL
Toll Brothers
$2,013,185$134,137 7.1%15,9840.3%Construction
GFL Environmental Inc. stock logo
GFL
GFL Environmental
$1,770,555$124,267 7.5%39,7520.3%Business Services
Visa Inc. stock logo
V
Visa
$1,711,673$55,939 -3.2%5,4160.3%Business Services
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,665,449$111,313 7.2%1,5710.3%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,631,495$19,056 -1.2%22,6880.3%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,569,871$9,099 -0.6%30,3650.3%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$1,512,988$83,462 5.8%6,5260.3%Computer and Technology
iShares Core Aggressive Allocation ETF stock logo
AOA
iShares Core Aggressive Allocation ETF
$1,511,822$15,475 -1.0%19,7340.3%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$1,496,415$118,008 -7.3%6,6700.3%Finance
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,475,185$602,275 69.0%11,1960.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,334,090$215,324 19.2%1,4560.2%Retail/Wholesale
Graphic Packaging Holding stock logo
GPK
Graphic Packaging
$1,327,853$98,591 8.0%48,8900.2%Industrial Products
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,327,794$56,296 -4.1%26,4870.2%ETF
iShares Core Growth Allocation ETF stock logo
AOR
iShares Core Growth Allocation ETF
$1,195,037$155,563 -11.5%20,8490.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,099,3280.0%1,4240.2%Medical
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$1,097,949$143,172 15.0%3,6580.2%Medical
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,024,974$132,383 -11.4%13,1390.2%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,021,213$2,851 -0.3%21,1300.2%ETF
Equitable Holdings, Inc. stock logo
EQH
Equitable
$991,325$127,359 14.7%21,0160.2%Finance
CSHI
NEOS Enhanced Income Cash Alternative ETF
$984,000$56,695 -5.4%19,7510.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$975,534$51,385 -5.0%12,6250.2%ETF
United Rentals, Inc. stock logo
URI
United Rentals
$974,241$63,400 7.0%1,3830.2%Construction
NetApp, Inc. stock logo
NTAP
NetApp
$960,911$139,296 17.0%8,2780.2%Computer and Technology
Aflac Incorporated stock logo
AFL
Aflac
$951,442$124,232 15.0%9,1980.2%Finance
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$923,5000.0%10,0000.2%Finance
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$921,902$47,912 -4.9%43,7750.2%ETF

Showing largest 100 holdings. View all holdings.
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