Capital Insight Partners, LLC Portfolio Holdings

Capital Insight Partners, LLC

  • $570 Million
  • Q2 2025

Capital Insight Partners, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $570 Million distributed in 162 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 $30.1M, Ishares National Muni Bond ETF with a value of $27M, Ishares Core U.S. Aggregate Bo with a value of $26.9M, Ishares Core S&P 500 ETF with a value of $18.9M, and Vanguard Mortg Backed Sec ETF with a value of $15.8M.

Examining the 13F form we can see an increase of $2.42M in the current position value, from $568M to 570M.

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

Portfolio value $570 Million
ETFs: $273 Million
Technology: $74.2 Million
Financial Services: $45 Million
Consumer Cyclical: $43.9 Million
Healthcare: $32.7 Million
Communication Services: $27 Million
Industrials: $26.3 Million
Consumer Defensive: $10.7 Million
Other: $6.74 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.1 Million 5.28% of portfolio
985,150
Q2 2025 Reduced 0.23%
$0
$27 Million 4.74% of portfolio
258,852
Q2 2025 Reduced 3.32%
$0
$26.9 Million 4.72% of portfolio
271,216
Q2 2025 Reduced 10.27%
$0
$18.9 Million 3.32% of portfolio
30,452
Q2 2025 Reduced 3.77%
$0
$15.8 Million 2.77% of portfolio
340,505
Q2 2025 Reduced 9.96%
$0
$15.2 Million 2.67% of portfolio
196,445
Q2 2025 Reduced 7.14%
$0
$14.5 Million 2.55% of portfolio
298,413
Q2 2025 Reduced 6.96%
$456B
$14.4 Million 2.53% of portfolio
91,317
Q2 2025 Added 38.77%
$0
$13.1 Million 2.29% of portfolio
51,632
Q2 2025 Reduced 1.94%
$3.69T
$12.6 Million 2.2% of portfolio
61,254
Q2 2025 Added 1.87%
$0
$12.3 Million 2.15% of portfolio
132,437
Q2 2025 Reduced 8.43%
$3.95T
$10.4 Million 1.83% of portfolio
20,917
Q2 2025 Added 0.29%
$1.78T
$10.4 Million 1.82% of portfolio
14,084
Q2 2025 Reduced 6.59%
$0
$9.59 Million 1.68% of portfolio
124,079
Q2 2025 Added 19.53%
$0
$9.45 Million 1.66% of portfolio
111,411
Q2 2025 Reduced 8.43%
$169B
$9.31 Million 1.63% of portfolio
17,136
Q2 2025 Reduced 4.76%
$0
$9.1 Million 1.6% of portfolio
170,777
Q2 2025 Reduced 14.81%
$217B
$9.01 Million 1.58% of portfolio
1,556
Q2 2025 Reduced 6.88%
$19.4B
$8.58 Million 1.51% of portfolio
16,823
Q2 2025 Reduced 4.62%
$0
$8.19 Million 1.44% of portfolio
107,701
Q2 2025 Reduced 7.33%
$0
$8.17 Million 1.43% of portfolio
60,596
Q2 2025 Reduced 7.15%
$684B
$8.17 Million 1.43% of portfolio
37,363
Q2 2025 Reduced 7.07%
$1.21T
$7.72 Million 1.35% of portfolio
43,817
Q2 2025 Reduced 3.93%
$102B
$7.44 Million 1.3% of portfolio
40,529
Q2 2025 Reduced 5.1%
$2.26T
$6.81 Million 1.2% of portfolio
31,057
Q2 2025 Reduced 1.72%
$548B
$6.67 Million 1.17% of portfolio
11,863
Q2 2025 Reduced 6.17%
$0
$6.69 Million 1.17% of portfolio
269,870
Q2 2025 Reduced 1.9%
$73.8B
$5.96 Million 1.05% of portfolio
24,171
Q2 2025 Reduced 5.28%
$0
$5.93 Million 1.04% of portfolio
61,908
Q2 2025 New
$146B
$5.61 Million 0.98% of portfolio
24,103
Q2 2025 Reduced 8.43%
$142B
$5.54 Million 0.97% of portfolio
20,747
Q2 2025 Reduced 4.05%
$0
$5.48 Million 0.96% of portfolio
67,111
Q2 2025 Reduced 4.8%
$22.7B
$5.29 Million 0.93% of portfolio
23,890
Q2 2025 Reduced 6.1%
$0
$5.19 Million 0.91% of portfolio
59,141
Q2 2025 Reduced 9.34%
$381B
$5.12 Million 0.9% of portfolio
108,110
Q2 2025 Reduced 7.62%
$0
$4.99 Million 0.88% of portfolio
17,846
Q2 2025 Reduced 17.09%
$0
$4.56 Million 0.8% of portfolio
77,023
Q2 2025 Reduced 7.25%
$6.6B
$4.5 Million 0.79% of portfolio
9,247
Q2 2025 Reduced 12.38%
$545B
$4.44 Million 0.78% of portfolio
3,312
Q2 2025 Reduced 5.67%
$127B
$4.28 Million 0.75% of portfolio
15,524
Q2 2025 Added 145.67%
$0
$4.28 Million 0.75% of portfolio
103,262
Q2 2025 Reduced 11.88%
$405B
$4.23 Million 0.74% of portfolio
11,546
Q2 2025 Reduced 5.38%
$16.7B
$4.08 Million 0.71% of portfolio
25,115
Q2 2025 Reduced 5.97%
$439B
$3.98 Million 0.7% of portfolio
4,022
Q2 2025 Reduced 4.28%
$47.6B
$3.86 Million 0.68% of portfolio
49,307
Q2 2025 Reduced 14.12%
$0
$3.84 Million 0.67% of portfolio
12,629
Q2 2025 Reduced 0.93%
$0
$3.83 Million 0.67% of portfolio
17,643
Q2 2025 Reduced 7.07%
$0
$3.74 Million 0.66% of portfolio
6,060
Q2 2025 Reduced 0.93%
$295B
$3.67 Million 0.64% of portfolio
4,577
Q2 2025 Reduced 6.38%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $570 Million
  • Prior Value $568 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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