Capital Insight Partners, LLC Portfolio Holdings

Capital Insight Partners, LLC

  • $583 Million
  • Q3 2025

Capital Insight Partners, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $583 Million distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Shp ETF Tr Fis Biblically Resp with a value of $30.2M, Ishares Core U.S. Aggregate Bo with a value of $26.8M, Ishares Core S&P 500 ETF with a value of $25.2M, Nvidia Corp with a value of $18.4M, and Technology Sector Spdr with a value of $16.8M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $570M to 583M.

Below you can find more details about Capital Insight Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $583 Million
ETFs: $283 Million
Technology: $85.4 Million
Consumer Cyclical: $43.5 Million
Financial Services: $41.6 Million
Communication Services: $30.6 Million
Healthcare: $28.2 Million
Industrials: $25.5 Million
Consumer Defensive: $8.22 Million
Other: $6.38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.2 Million 5.19% of portfolio
963,550
Q3 2025 Reduced 2.19%
$0
$26.8 Million 4.59% of portfolio
266,873
Q3 2025 Reduced 1.6%
$0
$25.2 Million 4.32% of portfolio
37,600
Q3 2025 Added 23.47%
$505B
$18.4 Million 3.15% of portfolio
98,499
Q3 2025 Added 7.86%
$0
$16.8 Million 2.89% of portfolio
59,662
Q3 2025 Added 15.55%
$0
$16.2 Million 2.78% of portfolio
195,962
Q3 2025 Added 57.93%
$0
$15.8 Million 2.71% of portfolio
336,727
Q3 2025 Reduced 1.11%
$0
$15.7 Million 2.7% of portfolio
147,836
Q3 2025 Reduced 42.89%
$0
$15.1 Million 2.6% of portfolio
193,714
Q3 2025 Reduced 1.39%
$4.35T
$14.7 Million 2.52% of portfolio
57,741
Q3 2025 Reduced 5.74%
$0
$14.4 Million 2.47% of portfolio
294,464
Q3 2025 Reduced 1.32%
$0
$12.3 Million 2.11% of portfolio
129,435
Q3 2025 Reduced 2.27%
$3.86T
$11 Million 1.89% of portfolio
21,250
Q3 2025 Added 1.59%
$1.68T
$10.9 Million 1.88% of portfolio
45,043
Q3 2025 Added 2.8%
$1.46T
$10.1 Million 1.73% of portfolio
13,746
Q3 2025 Reduced 2.4%
$913B
$9.6 Million 1.65% of portfolio
30,424
Q3 2025 Reduced 3.18%
$19.1B
$9.37 Million 1.61% of portfolio
16,571
Q3 2025 Reduced 1.5%
$708B
$9.04 Million 1.55% of portfolio
32,161
Q3 2025 Reduced 13.92%
$0
$8.9 Million 1.53% of portfolio
164,465
Q3 2025 Reduced 3.7%
$0
$8.1 Million 1.39% of portfolio
106,520
Q3 2025 Reduced 1.1%
$202B
$8.06 Million 1.38% of portfolio
1,492
Q3 2025 Reduced 4.11%
$0
$7.82 Million 1.34% of portfolio
56,191
Q3 2025 Reduced 7.27%
$189B
$7.74 Million 1.33% of portfolio
17,298
Q3 2025 Added 0.95%
$0
$6.88 Million 1.18% of portfolio
276,142
Q3 2025 Added 2.32%
$81.7B
$6.88 Million 1.18% of portfolio
40,854
Q3 2025 Added 0.8%
$2.49T
$6.7 Million 1.15% of portfolio
30,514
Q3 2025 Reduced 1.75%
$526B
$6.34 Million 1.09% of portfolio
11,147
Q3 2025 Reduced 6.04%
$0
$5.91 Million 1.02% of portfolio
61,307
Q3 2025 Reduced 0.97%
$0
$5.97 Million 1.02% of portfolio
68,421
Q3 2025 Added 1.95%
$150B
$5.85 Million 1.0% of portfolio
17,729
Q3 2025 Added 14.2%
$65.8B
$5.74 Million 0.99% of portfolio
25,010
Q3 2025 Added 3.47%
$0
$5.6 Million 0.96% of portfolio
19,056
Q3 2025 Added 6.78%
$429B
$5.34 Million 0.92% of portfolio
103,419
Q3 2025 Reduced 4.34%
$0
$5.28 Million 0.91% of portfolio
58,870
Q3 2025 Reduced 0.46%
$0
$5.05 Million 0.87% of portfolio
42,657
Q3 2025 Added 30.85%
$24.5B
$4.93 Million 0.85% of portfolio
23,850
Q3 2025 Reduced 0.17%
$0
$4.86 Million 0.83% of portfolio
20,278
Q3 2025 Added 14.94%
$0
$4.68 Million 0.8% of portfolio
76,541
Q3 2025 Reduced 0.63%
$389B
$4.59 Million 0.79% of portfolio
11,330
Q3 2025 Reduced 1.87%
$34.5B
$4.48 Million 0.77% of portfolio
5,426
Q3 2025 Added 35.24%
$121B
$4.39 Million 0.75% of portfolio
17,763
Q3 2025 Reduced 14.38%
$421B
$4.35 Million 0.75% of portfolio
4,492
Q3 2025 Reduced 1.86%
$0
$4.31 Million 0.74% of portfolio
102,414
Q3 2025 Reduced 0.82%
$135B
$4.23 Million 0.73% of portfolio
20,082
Q3 2025 Reduced 16.68%
$0
$4.07 Million 0.7% of portfolio
12,399
Q3 2025 Reduced 1.82%
$0
$4.07 Million 0.7% of portfolio
6,104
Q3 2025 Added 0.73%
$498B
$3.96 Million 0.68% of portfolio
3,306
Q3 2025 Reduced 0.18%
$163B
$3.9 Million 0.67% of portfolio
26,998
Q3 2025 Added 0.36%
$19.5B
$3.85 Million 0.66% of portfolio
35,094
Q3 2025 Reduced 3.99%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $583 Million
  • Prior Value $570 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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