Capital Insight Partners, LLC Top Holdings and 13F Report (2025) About Capital Insight Partners, LLCInvestment ActivityCapital Insight Partners, LLC has $575.40 million in total holdings as of June 30, 2025.Capital Insight Partners, LLC owns shares of 162 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 4.88% of the portfolio was purchased this quarter.About 10.03% of the portfolio was sold this quarter.This quarter, Capital Insight Partners, LLC has purchased 158 new stocks and bought additional shares in 28 stocks.Capital Insight Partners, LLC sold shares of 95 stocks and completely divested from 10 stocks this quarter.Largest Holdings FIS Biblically Responsible Risk Managed ETF $30,168,545iShares National Muni Bond ETF $27,044,857iShares Core U.S. Aggregate Bond ETF $26,904,628iShares Core S&P 500 ETF $18,907,647Vanguard Mortgage-Backed Securities ETF $15,779,002 Largest New Holdings this Quarter 464287440 - iShares 7-10 Year Treasury Bond ETF $5,928,930 Holding931142103 - Walmart $2,368,917 Holding199908104 - Comfort Systems USA $2,151,275 Holding88339J105 - Trade Desk $673,827 Holding95040Q104 - Welltower $538,055 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 61,908 shares (about $5.93M)NVIDIA 25,513 shares (about $4.03M)Broadcom 9,205 shares (about $2.54M)O'Reilly Automotive 26,851 shares (about $2.42M)Walmart 24,227 shares (about $2.37M) Largest Sales this Quarter SPDR Portfolio Short Term Corporate Bond ETF 222,633 shares (about $6.72M)Tenaris 85,932 shares (about $3.21M)iShares Core U.S. Aggregate Bond ETF 31,041 shares (about $3.08M)Valvoline 66,244 shares (about $2.51M)Vanguard Mortgage-Backed Securities ETF 37,665 shares (about $1.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCapital Insight Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPRAYFIS Biblically Responsible Risk Managed ETF$30,168,545$68,627 ▼-0.2%985,1505.2%ETFMUBiShares National Muni Bond ETF$27,044,857$928,200 ▼-3.3%258,8524.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$26,904,628$3,079,267 ▼-10.3%271,2164.7%FinanceIVViShares Core S&P 500 ETF$18,907,647$741,355 ▼-3.8%30,4523.3%ETFVMBSVanguard Mortgage-Backed Securities ETF$15,779,002$1,745,396 ▼-10.0%340,5052.7%ETFBIVVanguard Intermediate-Term Bond ETF$15,193,057$1,168,762 ▼-7.1%196,4452.6%ETFISTBiShares Core 1-5 Year USD Bond ETF$14,517,793$1,085,527 ▼-7.0%298,4132.5%ManufacturingNVDANVIDIA$14,427,173$4,030,799 ▲38.8%91,3172.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$13,074,772$258,801 ▼-1.9%51,6322.3%ETFAAPLApple$12,567,478$231,226 ▲1.9%61,2542.2%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$12,266,315$1,128,853 ▼-8.4%132,4372.1%ETFMSFTMicrosoft$10,404,325$29,845 ▲0.3%20,9171.8%Computer and TechnologyMETAMeta Platforms$10,395,260$733,661 ▼-6.6%14,0841.8%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$9,592,548$1,567,460 ▲19.5%124,0791.7%ManufacturingXLEEnergy Select Sector SPDR Fund$9,448,767$870,320 ▼-8.4%111,4111.6%ETFISRGIntuitive Surgical$9,311,874$465,159 ▼-4.8%17,1361.6%MedicalJPMJPMorgan Chase & Co.$9,109,553$385,001 ▼-4.1%31,4221.6%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$9,100,707$1,581,807 ▼-14.8%170,7771.6%ManufacturingBKNGBooking$9,008,058$665,763 ▼-6.9%1,5561.6%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$8,720,550$689,783 ▼-7.3%107,7011.5%ETFCASYCasey's General Stores$8,584,273$415,360 ▼-4.6%16,8231.5%Retail/WholesaleORCLOracle$8,168,673$621,346 ▼-7.1%37,3631.4%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$8,167,735$629,335 ▼-7.2%60,5961.4%ETFGOOGLAlphabet$7,721,870$315,804 ▼-3.9%43,8171.3%Computer and TechnologyICEIntercontinental Exchange$7,435,856$399,781 ▼-5.1%40,5291.3%FinanceAMZNAmazon.com$6,813,596$119,568 ▼-1.7%31,0571.2%Retail/WholesaleHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$6,687,379$129,302 ▼-1.9%269,8701.2%ETFMAMastercard$6,666,295$438,313 ▼-6.2%11,8631.2%Business ServicesRSGRepublic Services$5,960,810$332,184 ▼-5.3%24,1711.0%Business ServicesIEFiShares 7-10 Year Treasury Bond ETF$5,928,930$5,928,930 ▲New Holding61,9081.0%ETFHONHoneywell International$5,613,107$516,994 ▼-8.4%24,1031.0%Multi-Sector ConglomeratesPGRProgressive$5,536,545$233,769 ▼-4.1%20,7471.0%FinanceXLUUtilities Select Sector SPDR Fund$5,480,285$276,419 ▼-4.8%67,1111.0%ETFCHKPCheck Point Software Technologies$5,285,663$343,601 ▼-6.1%23,8900.9%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$5,193,172$534,851 ▼-9.3%59,1410.9%ETFBACBank of America$5,115,766$422,236 ▼-7.6%108,1100.9%FinanceVOVanguard Mid-Cap ETF$4,993,847$1,029,495 ▼-17.1%17,8460.9%ETFIGFiShares Global Infrastructure ETF$4,559,762$356,621 ▼-7.3%77,0230.8%ManufacturingCHEChemed$4,502,642$636,418 ▼-12.4%9,2470.8%MedicalNFLXNetflix$4,435,199$266,487 ▼-5.7%3,3120.8%Consumer DiscretionaryAVGOBroadcom$4,279,191$2,537,358 ▲145.7%15,5240.7%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$4,277,113$576,442 ▼-11.9%103,2620.7%ETFHDHome Depot$4,233,226$240,883 ▼-5.4%11,5460.7%Retail/WholesaleODFLOld Dominion Freight Line$4,076,165$258,706 ▼-6.0%25,1150.7%TransportationCOSTCostco Wholesale$3,981,539$178,189 ▼-4.3%4,0220.7%Retail/WholesaleEWEdwards Lifesciences$3,856,301$634,127 ▼-14.1%49,3070.7%MedicalVTIVanguard Total Stock Market ETF$3,838,332$36,168 ▼-0.9%12,6290.7%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,834,354$291,657 ▼-7.1%17,6430.7%FinanceSPYSPDR S&P 500 ETF Trust$3,743,893$35,215 ▼-0.9%6,0600.7%FinanceASMLASML$3,667,963$250,034 ▼-6.4%4,5770.6%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$3,537,970$93,227 ▼-2.6%32,5990.6%ETFFDSFactSet Research Systems$3,516,069$480,379 ▼-12.0%7,8610.6%Business ServicesRELXRelx$3,495,095$274,634 ▼-7.3%64,3190.6%Computer and TechnologyNVONovo Nordisk A/S$3,492,758$324,532 ▼-8.5%50,6050.6%MedicalMANHManhattan Associates$3,480,409$249,997 ▲7.7%17,6250.6%Computer and TechnologyNVSNovartis$3,441,404$289,577 ▼-7.8%28,4390.6%MedicalTJXTJX Companies$3,322,005$151,152 ▼-4.4%26,9010.6%Retail/WholesaleLOGILogitech International$3,294,522$1,330,679 ▼-28.8%36,5530.6%Computer and TechnologyCPCanadian Pacific Kansas City$3,010,516$215,773 ▼-6.7%37,9780.5%TransportationVXUSVanguard Total International Stock ETF$2,808,647$12,091 ▼-0.4%40,6520.5%ETFUNHUnitedHealth Group$2,777,157$120,732 ▼-4.2%8,9020.5%MedicalPANWPalo Alto Networks$2,732,968$4,093 ▲0.1%13,3550.5%Computer and TechnologyKRESPDR S&P Regional Banking ETF$2,518,196$218,199 ▼-8.0%42,4010.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,487,649$1,809,438 ▲266.8%26,5010.4%ETFORLYO'Reilly Automotive$2,487,228$2,420,081 ▲3,604.2%27,5960.4%Retail/WholesaleULUnilever$2,472,859$188,709 ▼-7.1%40,4260.4%Consumer StaplesWMTWalmart$2,368,917$2,368,917 ▲New Holding24,2270.4%Retail/WholesaleFIXComfort Systems USA$2,151,275$2,151,275 ▲New Holding4,0120.4%ConstructionTMToyota Motor$2,094,854$212,052 ▼-9.2%12,1610.4%Auto/Tires/TrucksGFLGFL Environmental$2,074,915$3,280 ▼-0.2%41,1200.4%Business ServicesVVisa$1,839,159$50,417 ▼-2.7%5,1800.3%Business ServicesIBBiShares Biotechnology ETF$1,832,498$220,634 ▼-10.7%14,4850.3%FinanceXLIIndustrial Select Sector SPDR Fund$1,774,519$47,797 ▼-2.6%12,0290.3%ETFNOWServiceNow$1,749,793$69,909 ▲4.2%1,7020.3%Computer and TechnologyTSCOTractor Supply$1,705,316$55,778 ▼-3.2%32,3160.3%Retail/WholesaleBNDVanguard Total Bond Market ETF$1,704,682$12,075 ▼-0.7%23,1520.3%ETFSCHASchwab US Small-Cap ETF$1,694,266$1,181,156 ▼-41.1%66,9670.3%ETFTOLToll Brothers$1,638,679$1,712 ▼-0.1%14,3580.3%ConstructionAOAiShares Core 80/20 Aggressive Allocation ETF$1,637,226$31,025 ▲1.9%19,6310.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,596,729$15,511 ▼-1.0%30,2640.3%ManufacturingHCAHCA Healthcare$1,485,6620.0%3,8780.3%MedicalAORiShares Core 60/40 Balanced Allocation ETF$1,290,3540.0%20,9580.2%ETFEQHEquitable$1,238,5760.0%22,0780.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,225,701$80,900 ▼-6.2%24,9990.2%ETFTSTenaris$1,089,463$3,213,860 ▼-74.7%29,1300.2%IndustrialsURIUnited Rentals$1,081,882$753 ▼-0.1%1,4360.2%ConstructionGPKGraphic Packaging$1,068,0390.0%50,6900.2%IndustrialsXLFFinancial Select Sector SPDR Fund$1,057,2980.0%20,1890.2%ETFVVVValvoline$1,057,217$2,508,661 ▼-70.4%27,9170.2%Retail/WholesaleLOPEGrand Canyon Education$1,030,806$9,450 ▲0.9%5,4540.2%Consumer DiscretionaryAFLAflac$1,007,144$11,495 ▼-1.1%9,5500.2%FinanceGOOGAlphabet$982,209$146,524 ▲17.5%5,5370.2%Computer and TechnologyPHParker-Hannifin$961,794$12,572 ▲1.3%1,3770.2%IndustrialsDEDeere & Company$958,504$42,713 ▲4.7%1,8850.2%IndustrialsACGLArch Capital Group$930,440$19,940 ▲2.2%10,2190.2%FinanceNTAPNetApp$914,6260.0%8,5840.2%Computer and TechnologyBSVVanguard Short-Term Bond ETF$910,402$40,924 ▼-4.3%11,5680.2%ETFSCHCSchwab International Small-Cap Equity ETF$893,922$69,550 ▼-7.2%20,9890.2%ETFSYKStryker$892,938$3,956 ▲0.4%2,2570.2%MedicalAEPAmerican Electric Power$887,771$55,200 ▲6.6%8,5560.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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