Capital Insight Partners, LLC Purchases in Q1 2025

Capital Insight Partners, LLC

  • $568 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
30.4K
+ 137.02%
$206.38 - $242.18 $6.28M - $7.37M
52.7K $10.9M
XLU
Utilities Sector Spdr

ETFs
60.2K
+ 585.23%
$74.7 - $80.27 $4.5M - $4.83M
70.5K $5.56M
NFLX
Netflix Inc

Communication Services
3.51K
New
$828.4 - $1058.6 $2.91M - $3.72M
3.51K $3.27M
XLC
Select Sector Spdr Tr Communic

ETFs
33.5K
New
$94.84 - $105.31 $3.17M - $3.52M
33.5K $3.23M
COST
Costco Wholesale Corp

Consumer Defensive
2.75K
+ 188.6%
$890.62 - $1076.86 $2.45M - $2.96M
4.2K $3.97M
KRE
Spdr S&P Regional Banking ETF

ETFs
46.1K
New
$55.11 - $65.5 $2.54M - $3.02M
46.1K $2.62M
XLY
Select Sector Spdr Consumer Di

ETFs
12.3K
+ 184.63%
$192.6 - $233.2 $2.37M - $2.87M
19K $3.75M
PGR
Progressive Corp

Financial Services
3.34K
+ 18.26%
$235.61 - $291.22 $787K - $972K
21.6K $6.12M
XLE
Energy Sector Spdr

ETFs
7.68K
+ 6.74%
$85.7 - $93.96 $658K - $722K
122K $11.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
16.4K
+ 4.55%
$44.68 - $46.49 $735K - $765K
378K $17.5M
CHKP
Check Point Software Technologies LTD

Technology
277
+ 1.1%
$179.88 - $231.31 $49.8K - $64.1K
25.4K $5.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
745
New
$1187.71 - $1432.58 $885K - $1.07M
745 $1.07M
MUB
Ishares National Muni Bond ETF

ETFs
11.8K
+ 4.59%
$104.71 - $107.69 $1.23M - $1.27M
268K $28.2M
ABC
Amerisourcebergen Corp

Healthcare
3.46K
New
N/A
3.46K $640K
IVV
Ishares Core S&P 500 ETF

ETFs
2.48K
+ 8.5%
$554.06 - $615.85 $1.37M - $1.53M
31.6K $17.8M
NVS
Novartis Ag

Healthcare
1.16K
+ 3.92%
$97.14 - $115.57 $113K - $134K
30.8K $3.44M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
800
+ 0.38%
$73.78 - $76.59 $59K - $61.3K
212K $16.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.6K
+ 174.71%
$87.68 - $94.52 $403K - $434K
7.23K $676K
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.78K
New
$50.44 - $50.7 $342K - $343K
6.78K $343K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.92K
+ 0.97%
$50.82 - $52.7 $97.6K - $101K
200K $10.5M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.2K
+ 0.69%
$47.59 - $48.35 $105K - $106K
321K $15.5M
HCA
Hca Healthcare, Inc.

Healthcare
220
+ 6.01%
$296.7 - $345.55 $65.3K - $76K
3.88K $1.34M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
13.2K
+ 5.04%
$25.12 - $26.05 $331K - $344K
275K $6.94M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.7K
New
$50.39 - $50.66 $237K - $238K
4.7K $237K
XLB
Select Sector Spdr Fd Material

ETFs
1.35K
+ 2.11%
$83.19 - $90.99 $112K - $123K
65.2K $5.61M
IGF
Ishares Global Infrastructure

ETFs
532
+ 0.64%
$51.96 - $54.84 $27.6K - $29.2K
83K $4.54M
EMB
Ishares Tr

ETFs
28
+ 0.02%
$88.64 - $92.03 $2.48K - $2.58K
145K $13.1M
ABT
Abbott Laboratories

Healthcare
1.68K
New
$111.1 - $140.22 $186K - $235K
1.68K $222K
GFL
Gfl Environmental Inc.

Industrials
1.43K
+ 3.6%
$41.72 - $48.8 $59.8K - $69.9K
41.2K $1.99M
MO
Altria Group, Inc.

Consumer Defensive
3.43K
New
$50.81 - $60.02 $174K - $206K
3.43K $205K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
2.83K
New
$61.25 - $72.83 $174K - $206K
2.83K $200K
UNH
Unitedhealth Group Inc

Healthcare
42
+ 0.45%
$461.52 - $548.18 $19.4K - $23K
9.29K $4.87M
CWK
Cushman & Wakefield PLC

Real Estate
17.2K
New
$10.19 - $13.87 $175K - $238K
17.2K $175K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.68K
+ 44.42%
$100.32 - $100.76 $168K - $169K
5.45K $548K
AEP
American Electric Power CO Inc

Utilities
279
+ 3.6%
$90.32 - $109.27 $25.2K - $30.5K
8.02K $876K
EQH
Equitable Holdings, Inc.

Financial Services
1.06K
+ 5.05%
$47.64 - $55.68 $50.6K - $59.1K
22.1K $1.15M
XLI
Industrial Sector Spdr

ETFs
1.16K
+ 10.33%
$128.78 - $141.67 $149K - $164K
12.4K $1.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
920
+ 49.04%
$168.16 - $186.21 $155K - $171K
2.8K $477K
XLP
Consumer Staples Sector Spdr

ETFs
1.65K
+ 1.44%
N/A
116K $8.84M
TJX
Tjx Companies Inc

Consumer Cyclical
797
+ 2.92%
$112.81 - $126.16 $89.9K - $101K
28.1K $3.43M
AFL
Aflac Inc

Financial Services
461
+ 5.01%
$100.99 - $111.19 $46.6K - $51.3K
9.66K $1.07M
DE
Deere & CO

Industrials
63
+ 3.62%
$408.57 - $509.27 $25.7K - $32.1K
1.8K $845K
DPZ
Dominos Pizza Inc

Consumer Cyclical
63
+ 3.56%
$402.33 - $489.71 $25.3K - $30.9K
1.83K $841K
SYK
Stryker Corp

Healthcare
166
+ 7.98%
$355.18 - $399.9 $59K - $66.4K
2.25K $836K
BND
Vanguard Bd Index Fd Inc Total

ETFs
628
+ 2.77%
$71.17 - $73.66 $44.7K - $46.3K
23.3K $1.71M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
189
+ 3.62%
$160.89 - $187.27 $30.4K - $35.4K
5.4K $935K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.97K
+ 4.01%
$14.13 - $16.72 $27.9K - $33K
51.1K $790K
CMF
Ishares California Muni Bond E

ETFs
1.57K
+ 12.37%
$55.93 - $57.47 $87.9K - $90.3K
14.3K $803K
COP
Conocophillips

Energy
243
+ 3.98%
$88.6 - $105.85 $21.5K - $25.7K
6.35K $666K
Activity Summary
Buys All Purchases 94 New Holdings 11 Increased Positions 83 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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