Capital Insight Partners, LLC Incresed Positions 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
COST
Costco Wholesale Corp

Consumer Defensive
2.75K
+ 188.6%
$890.62 - $1076.86 $2.45M - $2.96M
4.2K $3.97M
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
RSG
Republic Services, Inc.

Industrials
296
+ 1.17%
$200.09 - $242.16 $59.2K - $71.7K
25.5K $6.18M
CHKP
Check Point Software Technologies LTD

Technology
277
+ 1.1%
$179.88 - $231.31 $49.8K - $64.1K
25.4K $5.8M
MUB
Ishares National Muni Bond ETF

ETFs
11.8K
+ 4.59%
$104.71 - $107.69 $1.23M - $1.27M
268K $28.2M
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
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
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
GFL
Gfl Environmental Inc.

Industrials
1.43K
+ 3.6%
$41.72 - $48.8 $59.8K - $69.9K
41.2K $1.99M
UNH
Unitedhealth Group Inc

Healthcare
42
+ 0.45%
$461.52 - $548.18 $19.4K - $23K
9.29K $4.87M
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
EOG
Eog Resources Inc

Energy
189
+ 4.02%
$120.54 - $138.05 $22.8K - $26.1K
4.89K $627K
RE
Everest Re Group LTD

Financial Services
118
+ 5.72%
N/A
2.18K $808K
ZTS
Zoetis Inc.

Healthcare
153
+ 2.84%
$156.48 - $175.67 $23.9K - $26.9K
5.54K $911K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
193
+ 0.64%
$51.52 - $52.37 $9.94K - $10.1K
30.6K $1.6M
CTSH
Cognizant Technology Solutions Corp

Technology
457
+ 4.86%
$75.32 - $90.7 $34.4K - $41.4K
9.87K $754K
XOM
Exxon Mobil Corp

Energy
62
+ 2.98%
$105.44 - $118.93 $6.54K - $7.37K
2.15K $255K
FCX
Freeport Mcmoran Inc

Basic Materials
540
+ 3.96%
$34.5 - $43.01 $18.6K - $23.2K
14.2K $536K
COLD
Americold Realty Trust

Real Estate
684
+ 4.02%
$20.74 - $23.05 $14.2K - $15.8K
17.7K $379K
OSK
Oshkosh Corp

Industrials
171
+ 3.86%
$89.56 - $116.4 $15.3K - $19.9K
4.6K $432K
AOR
Ishares Tr Core Growth Allocat

ETFs
109
+ 0.52%
$56.63 - $59.39 $6.17K - $6.47K
21K $1.21M
EBND
Spdr Bloomberg Emerging Market

ETFs
33
+ 0.26%
$19.47 - $20.36 $643 - $672
12.7K $254K
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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