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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$13.4 Million 2.35% of portfolio
60,127
Q1 2025 Reduced 0.46%
$187B
$8.91 Million 1.57% of portfolio
17,992
Q1 2025 Added 0.26%
$1.62T
$8.69 Million 1.53% of portfolio
15,078
Q1 2025 Reduced 0.3%
$831B
$8.03 Million 1.42% of portfolio
32,750
Q1 2025 Reduced 1.61%
$3.75T
$7.83 Million 1.38% of portfolio
20,857
Q1 2025 Added 2.64%
$225B
$7.7 Million 1.36% of portfolio
1,671
Q1 2025 Reduced 1.99%
$19.5B
$7.66 Million 1.35% of portfolio
17,637
Q1 2025 Reduced 1.08%
$102B
$7.37 Million 1.3% of portfolio
42,708
Q1 2025 Reduced 0.14%
$406B
$7.13 Million 1.26% of portfolio
65,804
Q1 2025 Added 17.03%
$1.07T
$7.05 Million 1.24% of portfolio
45,609
Q1 2025 Added 1.11%
$539B
$6.93 Million 1.22% of portfolio
12,643
Q1 2025 Reduced 2.23%
$7.03B
$6.49 Million 1.14% of portfolio
10,554
Q1 2025 Reduced 0.74%
$76B
$6.18 Million 1.09% of portfolio
25,518
Q1 2025 Added 1.17%
$147B
$6.12 Million 1.08% of portfolio
21,623
Q1 2025 Added 18.26%
$2.27T
$6.01 Million 1.06% of portfolio
31,602
Q1 2025 Added 1.08%
$29B
$5.8 Million 1.02% of portfolio
25,443
Q1 2025 Added 1.1%
$160B
$5.57 Million 0.98% of portfolio
26,323
Q1 2025 Added 0.19%
$376B
$4.88 Million 0.86% of portfolio
117,033
Q1 2025 Reduced 4.89%
$283B
$4.87 Million 0.86% of portfolio
9,289
Q1 2025 Added 0.45%
$22.8B
$4.5 Million 0.79% of portfolio
115,062
Q1 2025 Reduced 1.24%
$380B
$4.47 Million 0.79% of portfolio
12,203
Q1 2025 Reduced 0.33%
$18.8B
$4.42 Million 0.78% of portfolio
26,709
Q1 2025 Added 3.76%
$15.3B
$4.33 Million 0.76% of portfolio
51,317
Q1 2025 Reduced 0.72%
$47.7B
$4.16 Million 0.73% of portfolio
57,415
Q1 2025 Reduced 8.12%
$17.1B
$4.06 Million 0.72% of portfolio
8,935
Q1 2025 Reduced 5.49%
$435B
$3.97 Million 0.7% of portfolio
4,202
Q1 2025 Added 188.6%
$157B
$3.84 Million 0.68% of portfolio
55,307
Q1 2025 Added 5.93%
$103B
$3.5 Million 0.62% of portfolio
69,373
Q1 2025 Reduced 1.02%
$264B
$3.44 Million 0.61% of portfolio
30,832
Q1 2025 Added 3.92%
$146B
$3.43 Million 0.6% of portfolio
28,125
Q1 2025 Added 2.92%
$573B
$3.27 Million 0.58% of portfolio
3,511
Q1 2025 New
$6.91B
$3.28 Million 0.58% of portfolio
94,161
Q1 2025 Reduced 0.96%
$318B
$3.24 Million 0.57% of portfolio
4,889
Q1 2025 Added 4.22%
$12.7B
$3.19 Million 0.56% of portfolio
15,795
Q1 2025 Reduced 3.31%
$12.7B
$2.83 Million 0.5% of portfolio
16,359
Q1 2025 Added 9.12%
$154B
$2.59 Million 0.46% of portfolio
43,511
Q1 2025 Reduced 2.25%
$6.64B
$2.49 Million 0.44% of portfolio
42,837
Q1 2025 Added 0.14%
$233B
$2.36 Million 0.42% of portfolio
13,392
Q1 2025 Added 0.8%
$61.7B
$2.28 Million 0.4% of portfolio
13,335
Q1 2025 Added 3.6%
$5.71B
$2.25 Million 0.4% of portfolio
13,720
Q1 2025 Added 1.8%
$15.7B
$1.99 Million 0.35% of portfolio
41,185
Q1 2025 Added 3.6%
$585B
$1.87 Million 0.33% of portfolio
5,322
Q1 2025 Reduced 1.74%
$6.35B
$1.84 Million 0.32% of portfolio
33,373
Q1 2025 Reduced 62.79%
$13.8B
$1.52 Million 0.27% of portfolio
14,373
Q1 2025 Reduced 10.08%
$5.42B
$1.54 Million 0.27% of portfolio
66,175
Q1 2025 Reduced 34.39%
$109B
$1.34 Million 0.24% of portfolio
3,878
Q1 2025 Added 6.01%
$6.89B
$1.32 Million 0.23% of portfolio
50,690
Q1 2025 Added 3.68%
$205B
$1.3 Million 0.23% of portfolio
1,634
Q1 2025 Added 4.01%
$20B
$1.15 Million 0.2% of portfolio
22,078
Q1 2025 Added 5.05%

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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