Capital Insight Partners, LLC Top Holdings and 13F Report (2024) About Capital Insight Partners, LLCInvestment ActivityCapital Insight Partners, LLC has $571.32 million in total holdings as of September 30, 2024.Capital Insight Partners, LLC owns shares of 157 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 5.52% of the portfolio was purchased this quarter.About 2.64% of the portfolio was sold this quarter.This quarter, Capital Insight Partners, LLC has purchased 157 new stocks and bought additional shares in 98 stocks.Capital Insight Partners, LLC sold shares of 41 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $29,940,273FIS Biblically Responsible Risk Managed ETF $28,190,860iShares National Muni Bond ETF $27,187,700iShares Core S&P 500 ETF $17,483,415Vanguard Intermediate-Term Bond ETF $16,266,243 Largest New Holdings this Quarter Oshkosh $415,171 HoldingSumitomo Mitsui Financial Group $388,272 HoldingiShares MSCI USA Quality Factor ETF $302,659 HoldingTeva Pharmaceutical Industries $252,280 HoldingiShares MSCI USA Min Vol Factor ETF $219,966 Holding Largest Purchases this Quarter Vanguard Mortgage-Backed Securities ETF 195,635 shares (about $9.24M)iShares J.P. Morgan USD Emerging Markets Bond ETF 66,673 shares (about $6.24M)iShares National Muni Bond ETF 10,343 shares (about $1.12M)Broadcom 5,647 shares (about $974.11K)iShares 5-10 Year Investment Grade Corporate Bond ETF 11,807 shares (about $634.27K) Largest Sales this Quarter SPDR Bloomberg Barclays Emerging Markets Local Bond ETF 238,635 shares (about $5.08M)Vanguard Intermediate-Term Bond ETF 43,074 shares (about $3.38M)iShares Core U.S. Aggregate Bond ETF 29,897 shares (about $3.03M)FIS Biblically Responsible Risk Managed ETF 8,187 shares (about $244.05K)iShares Short-Term National Muni Bond ETF 2,121 shares (about $225.23K) 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 PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$29,940,273$3,027,669 ▼-9.2%295,6485.2%FinancePRAYFIS Biblically Responsible Risk Managed ETF$28,190,860$244,053 ▼-0.9%945,6914.9%ETFMUBiShares National Muni Bond ETF$27,187,700$1,123,560 ▲4.3%250,2784.8%ETFIVViShares Core S&P 500 ETF$17,483,415$223,229 ▼-1.3%30,3103.1%ETFBIVVanguard Intermediate-Term Bond ETF$16,266,243$3,375,710 ▼-17.2%207,5572.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$15,974,448$9,235,929 ▲137.1%338,3702.8%ETFISTBiShares Core 1-5 Year USD Bond ETF$15,043,337$169,455 ▲1.1%309,0252.6%ManufacturingAAPLApple$14,047,564$18,873 ▼-0.1%60,2902.5%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$13,027,927$6,239,259 ▲91.9%139,2172.3%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$10,208,358$634,272 ▲6.6%190,0291.8%ManufacturingXLVHealth Care Select Sector SPDR Fund$9,907,183$240,579 ▲2.5%64,3241.7%ETFXLEEnergy Select Sector SPDR Fund$9,527,705$616,883 ▲6.9%108,5161.7%ETFSCHCSchwab International Small-Cap Equity ETF$9,481,193$266,705 ▲2.9%246,0731.7%ETFXLPConsumer Staples Select Sector SPDR Fund$9,131,826$400,475 ▲4.6%110,0221.6%ETFMETAMeta Platforms$8,815,576$350,906 ▲4.1%15,4001.5%Computer and TechnologyISRGIntuitive Surgical$8,597,225$27,020 ▲0.3%17,5001.5%MedicalMSFTMicrosoft$8,367,184$19,364 ▲0.2%19,4451.5%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$7,803,150$106,839 ▼-1.4%107,4371.4%ManufacturingGOOGLAlphabet$7,777,370$67,833 ▼-0.9%46,8941.4%Computer and TechnologyBKNGBooking$7,324,877$46,333 ▲0.6%1,7391.3%Retail/WholesaleJPMJPMorgan Chase & Co.$7,155,745$7,802 ▼-0.1%33,9361.3%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$6,730,064$217,168 ▲3.3%222,2611.2%ETFICEIntercontinental Exchange$6,649,533$81,605 ▼-1.2%41,3941.2%FinanceORCLOracle$6,604,875$24,197 ▲0.4%38,7611.2%Computer and TechnologyCASYCasey's General Stores$6,575,677$93,552 ▲1.4%17,5021.2%Retail/WholesaleHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$6,538,682$214,889 ▲3.4%248,9031.1%ETFNVDANVIDIA$6,457,937$298,742 ▲4.9%53,1781.1%Computer and TechnologyMAMastercard$6,172,500$128,882 ▲2.1%12,5001.1%Business ServicesCHEChemed$6,066,192$188,705 ▲3.2%10,0941.1%MedicalXLBMaterials Select Sector SPDR Fund$6,002,451$305,910 ▲5.4%62,2791.1%ETFVOVanguard Mid-Cap ETF$5,886,048$97,617 ▼-1.6%22,3101.0%ETFAMZNAmazon.com$5,509,965$536,817 ▲10.8%29,5711.0%Retail/WholesaleNVONovo Nordisk A/S$5,501,511$229,686 ▲4.4%46,2041.0%MedicalXLKTechnology Select Sector SPDR Fund$5,362,478$85,337 ▼-1.6%23,7530.9%ETFHONHoneywell International$5,341,387$192,654 ▲3.7%25,8400.9%Multi-Sector ConglomeratesFDSFactSet Research Systems$5,168,255$175,663 ▲3.5%11,2390.9%Business ServicesUNHUnitedHealth Group$5,125,890$135,061 ▲2.7%8,7670.9%MedicalXLREReal Estate Select Sector SPDR Fund$5,071,386$307,553 ▲6.5%113,5300.9%ETFBACBank of America$4,876,672$35,077 ▼-0.7%122,9000.9%FinanceHDHome Depot$4,838,088$168,968 ▲3.6%11,9400.8%Retail/WholesaleODFLOld Dominion Freight Line$4,832,912$227,244 ▲4.9%24,3300.8%TransportationRSGRepublic Services$4,804,696$305,076 ▲6.8%23,9230.8%Business ServicesCCOICogent Communications$4,779,316$25,130 ▲0.5%62,9520.8%Computer and TechnologyCHKPCheck Point Software Technologies$4,534,699$239,277 ▲5.6%23,5190.8%Computer and TechnologyPGRProgressive$4,439,278$25,122 ▲0.6%17,4940.8%FinanceLOGILogitech International$4,292,325$231,773 ▲5.7%47,8360.8%Computer and TechnologyONOnsemi$4,259,013$85,607 ▲2.1%58,6560.7%Computer and TechnologyIGFiShares Global Infrastructure ETF$4,185,559$9,471 ▲0.2%76,8980.7%ManufacturingMANHManhattan Associates$4,090,703$53,744 ▲1.3%14,5380.7%Computer and TechnologyRELXRelx$4,072,116$38,110 ▲0.9%85,8010.7%Computer and TechnologyNDSNNordson$4,016,401$219,296 ▲5.8%15,2930.7%Industrial ProductsEWEdwards Lifesciences$3,981,045$283,097 ▲7.7%60,3280.7%MedicalVVVValvoline$3,760,349$106,383 ▲2.9%89,8530.7%Basic MaterialsVTIVanguard Total Stock Market ETF$3,750,455$27,467 ▼-0.7%13,2450.7%ETFSPYSPDR S&P 500 ETF Trust$3,737,245$63,683 ▼-1.7%6,5140.7%FinanceCMCSAComcast$3,690,422$125,394 ▲3.5%88,3510.6%Consumer DiscretionaryASMLASML$3,572,143$109,989 ▲3.2%4,2870.6%Computer and TechnologyTSTenaris$3,569,286$355,380 ▲11.1%112,2770.6%Industrial ProductsSCHASchwab US Small-Cap ETF$3,441,127$57,371 ▼-1.6%66,8180.6%ETFCPCanadian Pacific Kansas City$3,221,266$99,569 ▲3.2%37,6580.6%TransportationVXUSVanguard Total International Stock ETF$3,154,069$16,703 ▼-0.5%48,7190.6%ETFNVSNovartis$3,097,719$496,541 ▲19.1%26,9320.5%MedicalSWKSSkyworks Solutions$3,059,796$181,243 ▲6.3%30,9790.5%Computer and TechnologyHDBHDFC Bank$3,027,779$34,408 ▲1.1%48,3980.5%FinanceFCNFTI Consulting$2,980,809$230,063 ▲8.4%13,0990.5%Business ServicesTJXTJX Companies$2,867,976$130,587 ▲4.8%24,4000.5%Retail/WholesaleGNTXGentex$2,859,801$197,735 ▲7.4%96,3220.5%Auto/Tires/TrucksULUnilever$2,757,163$3,053 ▼-0.1%42,4440.5%Consumer StaplesNKENIKE$2,717,593$276,338 ▲11.3%30,7420.5%Consumer DiscretionaryTREXTrex$2,674,319$176,637 ▲7.1%40,1670.5%ConstructionTOLToll Brothers$2,304,837$87,750 ▲4.0%14,9190.4%ConstructionTMToyota Motor$2,247,661$150,713 ▲7.2%12,5870.4%Auto/Tires/TrucksIBBiShares Biotechnology ETF$2,101,154$107,598 ▲5.4%14,4310.4%FinancePANWPalo Alto Networks$2,064,472$69,385 ▲3.5%6,0400.4%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,724,000$71,880 ▼-4.0%22,9530.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,608,290$126,753 ▼-7.3%30,5410.3%ManufacturingAOAiShares Core Aggressive Allocation ETF$1,573,150$29,118 ▲1.9%19,9360.3%ETFVVisa$1,537,796$56,365 ▼-3.5%5,5930.3%Business ServicesGFLGFL Environmental$1,474,045$52,323 ▲3.7%36,9620.3%Business ServicesXLYConsumer Discretionary Select Sector SPDR Fund$1,441,863$3,006 ▼-0.2%7,1960.3%FinanceLOWLowe's Companies$1,436,589$49,836 ▲3.6%5,3040.3%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$1,411,424$173,348 ▲14.0%27,6100.2%ETFAORiShares Core Growth Allocation ETF$1,395,843$39,571 ▼-2.8%23,5630.2%ETFGPKGraphic Packaging$1,339,244$47,344 ▲3.7%45,2600.2%Industrial ProductsNOWServiceNow$1,311,176$50,086 ▲4.0%1,4660.2%Computer and TechnologyHCAHCA Healthcare$1,292,854$48,772 ▲3.9%3,1810.2%MedicalLLYEli Lilly and Company$1,261,579$79,735 ▼-5.9%1,4240.2%MedicalLENLennar$1,182,999$44,995 ▲4.0%6,3100.2%ConstructionVCSHVanguard Short-Term Corporate Bond ETF$1,178,276$41,060 ▼-3.4%14,8360.2%ETFACGLArch Capital Group$1,118,8000.0%10,0000.2%FinanceCOSTCostco Wholesale$1,082,441$34,574 ▲3.3%1,2210.2%Retail/WholesaleSCHHSchwab U.S. REIT ETF$1,066,979$6,186 ▼-0.6%46,0500.2%ETFAVGOBroadcom$1,063,635$974,108 ▲1,088.1%6,1660.2%Computer and TechnologyURIUnited Rentals$1,046,981$38,867 ▲3.9%1,2930.2%ConstructionBSVVanguard Short-Term Bond ETF$1,045,791$152,108 ▼-12.7%13,2900.2%ETFCSHINEOS Enhanced Income Cash Alternative ETF$1,040,254$11,902 ▲1.2%20,8890.2%ETFXLFFinancial Select Sector SPDR Fund$960,286$13,596 ▼-1.4%21,1890.2%ETFTSCOTractor Supply$958,3240.0%3,2940.2%Retail/WholesaleZTSZoetis$958,144$59,982 ▼-5.9%4,9040.2%MedicalXLIIndustrial Select Sector SPDR Fund$897,290$21,535 ▲2.5%6,6250.2%ETFShowing 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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