Capital Insight Partners, LLC Portfolio Holdings

Capital Insight Partners, LLC

  • $573 Million
  • Q4 2024

Capital Insight Partners, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $573 Million distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $29.4M, Shp ETF Tr Fis Biblically Resp with a value of $29.3M, Ishares National Muni Bond ETF with a value of $27.3M, Ishares Core S&P 500 ETF with a value of $17.2M, and Vanguard Mortg Backed Sec ETF with a value of $16.4M.

Examining the 13F form we can see an increase of $8.47M in the current position value, from $565M to 573M.

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

Portfolio value $573 Million
ETFs: $264 Million
Technology: $69.3 Million
Consumer Cyclical: $49.7 Million
Financial Services: $46 Million
Healthcare: $37.2 Million
Industrials: $30.8 Million
Communication Services: $29.9 Million
Energy: $9.25 Million
Other: $7.13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.4 Million 5.13% of portfolio
303,403
Q4 2024 Added 2.62%
$0
$29.3 Million 5.12% of portfolio
1,006,479
Q4 2024 Added 6.43%
$0
$27.3 Million 4.76% of portfolio
255,976
Q4 2024 Added 2.28%
$0
$17.2 Million 3.0% of portfolio
29,167
Q4 2024 Reduced 3.77%
$0
$16.4 Million 2.86% of portfolio
361,723
Q4 2024 Added 6.9%
$0
$15.7 Million 2.75% of portfolio
210,757
Q4 2024 Added 1.54%
$0
$15.2 Million 2.66% of portfolio
318,526
Q4 2024 Added 3.07%
$3.93T
$15.1 Million 2.64% of portfolio
60,402
Q4 2024 Added 0.19%
$0
$12.9 Million 2.25% of portfolio
144,597
Q4 2024 Added 3.86%
$0
$10.2 Million 1.78% of portfolio
198,539
Q4 2024 Added 4.48%
$0
$9.76 Million 1.7% of portfolio
113,993
Q4 2024 Added 5.05%
$210B
$9.37 Million 1.63% of portfolio
17,946
Q4 2024 Added 2.55%
$0
$9.04 Million 1.58% of portfolio
65,721
Q4 2024 Added 2.17%
$1.66T
$8.92 Million 1.56% of portfolio
15,124
Q4 2024 Reduced 1.79%
$0
$8.71 Million 1.52% of portfolio
114,572
Q4 2024 Added 4.14%
$1.11T
$8.54 Million 1.49% of portfolio
45,107
Q4 2024 Reduced 3.81%
$200B
$8.47 Million 1.48% of portfolio
1,705
Q4 2024 Reduced 1.96%
$811B
$7.98 Million 1.39% of portfolio
33,285
Q4 2024 Reduced 1.92%
$346B
$7.55 Million 1.32% of portfolio
56,229
Q4 2024 Added 5.74%
$0
$7.4 Million 1.29% of portfolio
215,430
Q4 2024 Reduced 12.45%
$16.1B
$7.06 Million 1.23% of portfolio
17,830
Q4 2024 Added 1.87%
$0
$6.99 Million 1.22% of portfolio
234,188
Q4 2024 Added 5.37%
$0
$6.97 Million 1.22% of portfolio
105,327
Q4 2024 Reduced 1.96%
$2.33T
$6.86 Million 1.2% of portfolio
31,264
Q4 2024 Added 5.73%
$539B
$6.81 Million 1.19% of portfolio
12,931
Q4 2024 Added 3.45%
$0
$6.7 Million 1.17% of portfolio
261,892
Q4 2024 Added 5.22%
$470B
$6.52 Million 1.14% of portfolio
39,113
Q4 2024 Added 0.91%
$93.1B
$6.37 Million 1.11% of portfolio
42,767
Q4 2024 Added 3.32%
$136B
$5.93 Million 1.04% of portfolio
26,273
Q4 2024 Added 1.68%
$0
$5.78 Million 1.01% of portfolio
21,872
Q4 2024 Reduced 1.96%
$8.25B
$5.63 Million 0.98% of portfolio
10,633
Q4 2024 Added 5.34%
$377B
$5.41 Million 0.94% of portfolio
123,047
Q4 2024 Added 0.12%
$0
$5.38 Million 0.94% of portfolio
63,885
Q4 2024 Added 2.58%
$0
$5.17 Million 0.9% of portfolio
22,215
Q4 2024 Reduced 6.47%
$73.1B
$5.07 Million 0.89% of portfolio
25,222
Q4 2024 Added 5.43%
$3.94B
$5.05 Million 0.88% of portfolio
65,476
Q4 2024 Added 4.01%
$0
$4.96 Million 0.87% of portfolio
121,994
Q4 2024 Added 7.46%
$6.34B
$4.76 Million 0.83% of portfolio
89,692
Q4 2024 Added 2,622.89%
$419B
$4.76 Million 0.83% of portfolio
12,244
Q4 2024 Added 2.55%
$27.9B
$4.7 Million 0.82% of portfolio
25,166
Q4 2024 Added 7.0%
$490B
$4.68 Million 0.82% of portfolio
9,247
Q4 2024 Added 5.48%
$47.1B
$4.63 Million 0.81% of portfolio
62,492
Q4 2024 Added 3.59%
$23.1B
$4.54 Million 0.79% of portfolio
25,742
Q4 2024 Added 5.8%
$17.4B
$4.54 Million 0.79% of portfolio
9,454
Q4 2024 Reduced 15.88%
$176B
$4.49 Million 0.78% of portfolio
52,212
Q4 2024 Added 13.0%
$22.8B
$4.4 Million 0.77% of portfolio
116,507
Q4 2024 Added 3.77%
$154B
$4.38 Million 0.76% of portfolio
18,284
Q4 2024 Added 4.52%
$0
$4.31 Million 0.75% of portfolio
82,515
Q4 2024 Added 7.3%
$17B
$4.26 Million 0.74% of portfolio
51,687
Q4 2024 Added 8.05%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $573 Million
  • Prior Value $565 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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