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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-520
- 4.3%
$77.74 - $78.78 $40.4K - $41K
11.6K $910K
XOM
Exxon Mobil Corp

Energy
-62
- 2.89%
$99.93 - $119.04 $6.2K - $7.38K
2.08K $224K
V
Visa Inc.

Financial Services
-142
- 2.67%
$308.27 - $373.31 $43.8K - $53K
5.18K $1.84M
RE
Everest Re Group LTD

Financial Services
-40
- 1.83%
N/A
2.14K $793K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-235
- 8.4%
$152.42 - $182.82 $35.8K - $43K
2.56K $468K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-164
- 0.7%
$72.02 - $73.82 $11.8K - $12.1K
23.2K $1.7M
SCHO
Schwab Short Term Us Treasury

ETFs
-270
- 2.08%
$24.19 - $24.45 $6.53K - $6.6K
12.7K $310K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-294
- 0.96%
$51.68 - $52.76 $15.2K - $15.5K
30.3K $1.6M
RELX
Relx PLC

Communication Services
-5.05K
- 7.29%
$45.31 - $55.66 $229K - $281K
64.3K $3.5M
Canadian Pacific Kansas City
-2.72K
- 6.69%
N/A
38K $0
COST
Costco Wholesale Corp

Consumer Defensive
-180
- 4.28%
$908.13 - $1056.85 $163K - $190K
4.02K $3.98M
CTSH
Cognizant Technology Solutions Corp

Technology
-79
- 0.8%
$66.47 - $81.81 $5.25K - $6.46K
9.79K $763K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-496
- 1.98%
$23.55 - $27.67 $11.7K - $13.7K
24.6K $679K
IGF
Ishares Global Infrastructure

ETFs
-6.02K
- 7.25%
$50.55 - $59.83 $305K - $360K
77K $4.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2
- 0.47%
$456.74 - $568.03 $913 - $1.14K
422 $239K
TSLA
Tesla, Inc.

Consumer Cyclical
-51
- 6.33%
$221.86 - $362.89 $11.3K - $18.5K
755 $239K
HON
Honeywell International Inc

Industrials
-2.22K
- 8.43%
$182.86 - $232.88 $406K - $517K
24.1K $5.61M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.18K
- 5.1%
$151.62 - $183.47 $330K - $400K
40.5K $7.44M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.63K
- 7.22%
$32.41 - $42.59 $52.9K - $69.5K
21K $893K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-240
- 1.08%
$22.27 - $29.21 $5.34K - $7.01K
21.9K $640K
GFL
Gfl Environmental Inc.

Industrials
-65
- 0.16%
$42.93 - $51.58 $2.79K - $3.35K
41.1K $2.07M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.34K
- 7.07%
$176.34 - $218.59 $237K - $293K
17.6K $3.83M
CAT
Caterpillar Inc

Industrials
-50
- 2.61%
$273.94 - $388.21 $13.7K - $19.4K
1.87K $725K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-15
- 0.1%
$90.5 - $114.3 $1.36K - $1.71K
14.4K $1.64M
XLI
Industrial Sector Spdr

ETFs
-324
- 2.62%
$116.42 - $147.52 $37.7K - $47.8K
12K $1.77M
URI
United Rentals, Inc.

Industrials
-1
- 0.07%
$551.94 - $753.4 $552 - $753
1.44K $1.08M
BAC
Bank Of America Corp

Financial Services
-8.92K
- 7.62%
$34.39 - $47.46 $307K - $423K
108K $5.12M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-175
- 0.43%
$55.54 - $69.09 $9.72K - $12.1K
40.7K $2.81M
XLC
Select Sector Spdr Tr Communic

ETFs
-859
- 2.57%
$86.13 - $108.53 $74K - $93.2K
32.6K $3.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
-57
- 0.93%
$496.48 - $617.85 $28.3K - $35.2K
6.06K $3.74M
VTI
Vanguard Total Stock Market Et

ETFs
-119
- 0.93%
$243.75 - $303.93 $29K - $36.2K
12.6K $3.84M
ISRG
Intuitive Surgical Inc

Healthcare
-856
- 4.76%
$451.58 - $565.94 $387K - $484K
17.1K $9.31M
ASML
Asml Holding Nv

Technology
-312
- 6.38%
$595.37 - $815.24 $186K - $254K
4.58K $3.67M
GOOGL
Alphabet Inc.

Communication Services
-1.79K
- 3.93%
$144.7 - $178.6 $259K - $320K
43.8K $7.72M
AMZN
Amazon Com Inc

Consumer Cyclical
-545
- 1.72%
$167.32 - $223.3 $91.2K - $122K
31.1K $6.81M
CASY
Caseys General Stores Inc

Consumer Cyclical
-814
- 4.62%
$415.82 - $510.91 $338K - $416K
16.8K $8.58M
JPM
Jpmorgan Chase & CO

Financial Services
-1.33K
- 4.05%
$210.28 - $289.91 $279K - $385K
31.4K $9.11M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.19K
- 3.77%
$498.8 - $620.9 $596K - $741K
30.5K $18.9M
NFLX
Netflix Inc

Communication Services
-199
- 5.67%
$855.86 - $1339.13 $170K - $266K
3.31K $4.44M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-115
- 6.88%
$4164.15 - $5789.24 $479K - $666K
1.56K $9.01M
META
Meta Platforms, Inc.

Communication Services
-994
- 6.59%
$484.66 - $738.09 $482K - $734K
14.1K $10.4M
PRAY
Shp ETF Tr Fis Biblically Resp
-2.24K
- 0.23%
$25.39 - $30.62 $56.9K - $68.6K
985K $30.1M
XLK
Technology Sector Spdr

ETFs
-1.02K
- 1.94%
$179.73 - $253.23 $184K - $259K
51.6K $13.1M
ORCL
Oracle Corp

Technology
-2.84K
- 7.07%
$122.82 - $218.63 $349K - $621K
37.4K $8.17M
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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