Capital Insight Partners, LLC Reduced Holdings in Q2 2025

Capital Insight Partners, LLC

  • $570 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPSB
Spdr Portfolio Short Term Corp

ETFs
-223K
- 96.49%
$29.82 - $30.19 $6.64M - $6.72M
8.11K $244K
TS
Tenaris Sa

Energy
-85.9K
- 74.68%
$30.71 - $39.46 $2.64M - $3.39M
29.1K $1.09M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-31K
- 10.27%
$96.84 - $99.46 $3.01M - $3.09M
271K $26.9M
VVV
Valvoline Inc

Energy
-66.2K
- 70.35%
$31.48 - $38.2 $2.09M - $2.53M
27.9K $1.06M
UNH
Unitedhealth Group Inc

Healthcare
-387
- 4.17%
$274.35 - $599.47 $106K - $232K
8.9K $2.78M
CHE
Chemed Corp

Healthcare
-1.31K
- 12.38%
$486.93 - $619.21 $636K - $809K
9.25K $4.5M
XLE
Energy Sector Spdr

ETFs
-10.3K
- 8.43%
$76.44 - $94.13 $784K - $966K
111K $9.45M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-37.7K
- 9.96%
$45.2 - $46.6 $1.7M - $1.76M
341K $15.8M
FCN
Fti Consulting, Inc

Industrials
-9.96K
- 72.57%
$152.87 - $168.51 $1.52M - $1.68M
3.76K $607K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-29.7K
- 14.81%
$51.1 - $53.29 $1.52M - $1.58M
171K $9.1M
MUB
Ishares National Muni Bond ETF

ETFs
-8.88K
- 3.32%
$102.31 - $105.8 $909K - $940K
259K $27M
LOGI
Logitech International S.A.

Technology
-14.8K
- 28.77%
$65.57 - $90.16 $968K - $1.33M
36.6K $3.29M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-15.1K
- 7.14%
$75.05 - $77.34 $1.13M - $1.17M
196K $15.2M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-22.3K
- 6.96%
$47.89 - $48.65 $1.07M - $1.09M
298K $14.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-46.7K
- 41.08%
$20.42 - $25.3 $953K - $1.18M
67K $1.69M
EMB
Ishares Tr

ETFs
-12.2K
- 8.43%
$86.54 - $92.62 $1.05M - $1.13M
132K $12.3M
XLP
Consumer Staples Sector Spdr

ETFs
-8.52K
- 7.33%
N/A
108K $8.19M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-13.9K
- 11.88%
$37.08 - $42.26 $516K - $588K
103K $4.28M
PGR
Progressive Corp

Financial Services
-876
- 4.05%
$255.27 - $288.74 $224K - $253K
20.7K $5.54M
VO
Vanguard Mid Cap ETF

ETFs
-3.68K
- 17.09%
$228.54 - $279.83 $841K - $1.03M
17.8K $4.99M
FDS
Factset Research Systems Inc

Financial Services
-1.07K
- 12.02%
$398.85 - $473.32 $428K - $508K
7.86K $3.52M
CHKP
Check Point Software Technologies LTD

Technology
-1.55K
- 6.1%
$204.26 - $233.47 $317K - $363K
23.9K $5.29M
XLB
Select Sector Spdr Fd Material

ETFs
-6.09K
- 9.34%
$74.27 - $88.92 $452K - $542K
59.1K $5.19M
CMF
Ishares California Muni Bond E

ETFs
-6.33K
- 44.38%
$54.52 - $56.7 $345K - $359K
7.94K $442K
NVO
Novo Nordisk A S

Healthcare
-4.7K
- 8.5%
$58.08 - $81.05 $273K - $381K
50.6K $3.49M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1.59K
- 5.97%
$146.74 - $176.07 $234K - $281K
25.1K $4.08M
EW
Edwards Lifesciences Corp

Healthcare
-8.11K
- 14.12%
$67.07 - $78.22 $544K - $634K
49.3K $3.86M
TM
Toyota Motor Corp

Consumer Cyclical
-1.23K
- 9.19%
$158.63 - $195.39 $195K - $241K
12.2K $2.09M
MA
Mastercard Inc

Financial Services
-780
- 6.17%
$479.92 - $590.74 $374K - $461K
11.9K $6.67M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-5.22K
- 1.9%
$24.14 - $25.43 $126K - $133K
270K $6.69M
IBB
Ishares Biotechnology ETF

ETFs
-1.74K
- 10.75%
$112.02 - $129.0 $195K - $225K
14.5K $1.83M
HD
Home Depot, Inc.

Consumer Cyclical
-657
- 5.38%
$335.24 - $380.78 $220K - $250K
11.5K $4.23M
RSG
Republic Services, Inc.

Industrials
-1.35K
- 5.28%
$227.2 - $258.07 $306K - $348K
24.2K $5.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-320
- 41.4%
$483.48 - $539.8 $155K - $173K
453 $220K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-8.22K
- 21.58%
$22.68 - $23.28 $186K - $191K
29.9K $691K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.06K
- 3.17%
$47.86 - $55.77 $50.6K - $58.9K
32.3K $1.71M
VDE
Vanguard Energy ETF

ETFs
-670
- 16.04%
$105.87 - $130.56 $70.9K - $87.5K
3.51K $420K
UL
Unilever PLC

Consumer Defensive
-3.09K
- 7.09%
$57.9 - $65.43 $179K - $202K
40.4K $2.47M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.22K
- 4.35%
$119.13 - $135.03 $146K - $165K
26.9K $3.32M
KRE
Spdr S&P Regional Banking ETF

ETFs
-3.67K
- 7.97%
$48.81 - $59.48 $179K - $219K
42.4K $2.52M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.65K
- 6.19%
$48.13 - $49.85 $79.4K - $82.3K
25K $1.23M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.29K
- 10.59%
$77.94 - $79.5 $100K - $102K
10.8K $862K
XLU
Utilities Sector Spdr

ETFs
-3.39K
- 4.8%
$73.09 - $82.77 $247K - $280K
67.1K $5.48M
AFL
Aflac Inc

Financial Services
-109
- 1.13%
$99.77 - $112.45 $10.9K - $12.3K
9.55K $1.01M
LLY
Eli Lilly & CO

Healthcare
-19
- 1.87%
$713.71 - $898.95 $13.6K - $17.1K
999 $778K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-594
- 10.9%
$100.04 - $100.54 $59.4K - $59.7K
4.86K $488K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.11K
- 16.38%
$50.48 - $50.71 $56K - $56.3K
5.67K $287K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.41K
- 3.78%
$18.94 - $21.67 $26.6K - $30.5K
35.8K $757K
LEN
Lennar Corp

Consumer Cyclical
-61
- 0.86%
$102.76 - $115.66 $6.27K - $7.06K
7.03K $777K
Activity Summary
Buys All Purchases 42 New Holdings 14 Increased Positions 28 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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