Capital Insight Partners, LLC Portfolio Holdings

Capital Insight Partners, LLC

  • $568 Million
  • Q1 2025

Capital Insight Partners, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $568 Million distributed in 158 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 $29.9M, Ishares National Muni Bond ETF with a value of $28.2M, Shp ETF Tr Fis Biblically Resp with a value of $28.1M, Ishares Core S&P 500 ETF with a value of $17.8M, and Vanguard Mortg Backed Sec ETF with a value of $17.5M.

Examining the 13F form we can see an decrease of $5.39M in the current position value, from $573M to 568M.

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

Portfolio value $568 Million
ETFs: $283 Million
Technology: $57.3 Million
Financial Services: $45.3 Million
Consumer Cyclical: $41.9 Million
Healthcare: $37.5 Million
Industrials: $30.6 Million
Communication Services: $24.3 Million
Energy: $9.33 Million
Other: $10.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.9 Million 5.27% of portfolio
302,257
Q1 2025 Reduced 0.38%
$0
$28.2 Million 4.97% of portfolio
267,736
Q1 2025 Added 4.59%
$0
$28.1 Million 4.94% of portfolio
987,391
Q1 2025 Reduced 1.9%
$0
$17.8 Million 3.13% of portfolio
31,646
Q1 2025 Added 8.5%
$0
$17.5 Million 3.09% of portfolio
378,170
Q1 2025 Added 4.55%
$0
$16.2 Million 2.85% of portfolio
211,557
Q1 2025 Added 0.38%
$0
$15.5 Million 2.73% of portfolio
320,726
Q1 2025 Added 0.69%
$3.2T
$13.4 Million 2.35% of portfolio
60,127
Q1 2025 Reduced 0.46%
$0
$13.1 Million 2.31% of portfolio
144,625
Q1 2025 Added 0.02%
$0
$11.4 Million 2.0% of portfolio
121,673
Q1 2025 Added 6.74%
$0
$10.9 Million 1.92% of portfolio
52,654
Q1 2025 Added 137.02%
$0
$10.5 Million 1.85% of portfolio
200,460
Q1 2025 Added 0.97%
$0
$9.53 Million 1.68% of portfolio
65,265
Q1 2025 Reduced 0.69%
$188B
$8.91 Million 1.57% of portfolio
17,992
Q1 2025 Added 0.26%
$0
$8.84 Million 1.56% of portfolio
116,220
Q1 2025 Added 1.44%
$1.25T
$8.69 Million 1.53% of portfolio
15,078
Q1 2025 Reduced 0.3%
$3.25T
$7.83 Million 1.38% of portfolio
20,857
Q1 2025 Added 2.64%
$206B
$7.7 Million 1.36% of portfolio
1,671
Q1 2025 Reduced 1.99%
$17.4B
$7.66 Million 1.35% of portfolio
17,637
Q1 2025 Reduced 1.08%
$97.2B
$7.37 Million 1.3% of portfolio
42,708
Q1 2025 Reduced 0.14%
$0
$7.25 Million 1.28% of portfolio
103,804
Q1 2025 Reduced 1.45%
$284B
$7.13 Million 1.26% of portfolio
65,804
Q1 2025 Added 17.03%
$957B
$7.05 Million 1.24% of portfolio
45,609
Q1 2025 Added 1.11%
$0
$6.95 Million 1.22% of portfolio
230,741
Q1 2025 Reduced 1.47%
$0
$6.94 Million 1.22% of portfolio
275,088
Q1 2025 Added 5.04%
$535B
$6.93 Million 1.22% of portfolio
12,643
Q1 2025 Reduced 2.23%
$8.59B
$6.49 Million 1.14% of portfolio
10,554
Q1 2025 Reduced 0.74%
$79.2B
$6.18 Million 1.09% of portfolio
25,518
Q1 2025 Added 1.17%
$165B
$6.12 Million 1.08% of portfolio
21,623
Q1 2025 Added 18.26%
$1.9T
$6.01 Million 1.06% of portfolio
31,602
Q1 2025 Added 1.08%
$27.6B
$5.8 Million 1.02% of portfolio
25,443
Q1 2025 Added 1.1%
$0
$5.61 Million 0.99% of portfolio
65,232
Q1 2025 Added 2.11%
$403B
$5.62 Million 0.99% of portfolio
40,205
Q1 2025 Added 2.79%
$0
$5.57 Million 0.98% of portfolio
21,525
Q1 2025 Reduced 1.59%
$144B
$5.57 Million 0.98% of portfolio
26,323
Q1 2025 Added 0.19%
$0
$5.56 Million 0.98% of portfolio
70,496
Q1 2025 Added 585.23%
$0
$4.9 Million 0.86% of portfolio
117,179
Q1 2025 Reduced 3.95%
$330B
$4.88 Million 0.86% of portfolio
117,033
Q1 2025 Reduced 4.89%
$379B
$4.87 Million 0.86% of portfolio
9,289
Q1 2025 Added 0.45%
$0
$4.54 Million 0.8% of portfolio
83,047
Q1 2025 Added 0.64%
$19.7B
$4.5 Million 0.79% of portfolio
115,062
Q1 2025 Reduced 1.24%
$370B
$4.47 Million 0.79% of portfolio
12,203
Q1 2025 Reduced 0.33%
$17.5B
$4.42 Million 0.78% of portfolio
26,709
Q1 2025 Added 3.76%
$12.6B
$4.33 Million 0.76% of portfolio
51,317
Q1 2025 Reduced 0.72%
$46.4B
$4.16 Million 0.73% of portfolio
57,415
Q1 2025 Reduced 8.12%
$16.5B
$4.06 Million 0.72% of portfolio
8,935
Q1 2025 Reduced 5.49%
$449B
$3.97 Million 0.7% of portfolio
4,202
Q1 2025 Added 188.6%
$156B
$3.84 Million 0.68% of portfolio
55,307
Q1 2025 Added 5.93%
$0
$3.75 Million 0.66% of portfolio
18,985
Q1 2025 Added 184.63%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $568 Million
  • Prior Value $573 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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