Capital Insight Partners, LLC Portfolio Holdings

Capital Insight Partners, LLC

  • $570 Million
  • Q2 2025

Capital Insight Partners, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $570 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Shp ETF Tr Fis Biblically Resp with a value of $30.1M, Ishares National Muni Bond ETF with a value of $27M, Ishares Core U.S. Aggregate Bo with a value of $26.9M, Ishares Core S&P 500 ETF with a value of $18.9M, and Vanguard Mortg Backed Sec ETF with a value of $15.8M.

Examining the 13F form we can see an increase of $2.42M in the current position value, from $568M to 570M.

Below you can find more details about Capital Insight Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $570 Million
ETFs: $273 Million
Technology: $74.2 Million
Financial Services: $45 Million
Consumer Cyclical: $43.9 Million
Healthcare: $32.7 Million
Communication Services: $27 Million
Industrials: $26.3 Million
Consumer Defensive: $10.7 Million
Other: $6.74 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443B
$14.4 Million 2.53% of portfolio
91,317
Q2 2025 Added 38.77%
$3.8T
$12.6 Million 2.2% of portfolio
61,254
Q2 2025 Added 1.87%
$3.84T
$10.4 Million 1.83% of portfolio
20,917
Q2 2025 Added 0.29%
$1.75T
$10.4 Million 1.82% of portfolio
14,084
Q2 2025 Reduced 6.59%
$153B
$9.31 Million 1.63% of portfolio
17,136
Q2 2025 Reduced 4.76%
$906B
$9.11 Million 1.6% of portfolio
31,422
Q2 2025 Reduced 4.05%
$221B
$9.01 Million 1.58% of portfolio
1,556
Q2 2025 Reduced 6.88%
$20.7B
$8.58 Million 1.51% of portfolio
16,823
Q2 2025 Reduced 4.62%
$815B
$8.17 Million 1.43% of portfolio
37,363
Q2 2025 Reduced 7.07%
$1.5T
$7.72 Million 1.35% of portfolio
43,817
Q2 2025 Reduced 3.93%
$96.2B
$7.44 Million 1.3% of portfolio
40,529
Q2 2025 Reduced 5.1%
$2.36T
$6.81 Million 1.2% of portfolio
31,057
Q2 2025 Reduced 1.72%
$556B
$6.67 Million 1.17% of portfolio
11,863
Q2 2025 Reduced 6.17%
$72.1B
$5.96 Million 1.05% of portfolio
24,171
Q2 2025 Reduced 5.28%
$142B
$5.61 Million 0.98% of portfolio
24,103
Q2 2025 Reduced 8.43%
$144B
$5.54 Million 0.97% of portfolio
20,747
Q2 2025 Reduced 4.05%
$406B
$5.12 Million 0.9% of portfolio
108,110
Q2 2025 Reduced 7.62%
$6.59B
$4.5 Million 0.79% of portfolio
9,247
Q2 2025 Reduced 12.38%
$535B
$4.44 Million 0.78% of portfolio
3,312
Q2 2025 Reduced 5.67%
$147B
$4.28 Million 0.75% of portfolio
15,524
Q2 2025 Added 145.67%
$433B
$4.23 Million 0.74% of portfolio
11,546
Q2 2025 Reduced 5.38%
$16.2B
$4.08 Million 0.71% of portfolio
25,115
Q2 2025 Reduced 5.97%
$425B
$3.98 Million 0.7% of portfolio
4,022
Q2 2025 Reduced 4.28%
$47B
$3.86 Million 0.68% of portfolio
49,307
Q2 2025 Reduced 14.12%
$344B
$3.67 Million 0.64% of portfolio
4,577
Q2 2025 Reduced 6.38%
$13.1B
$3.52 Million 0.62% of portfolio
7,861
Q2 2025 Reduced 12.02%
$13.2B
$3.48 Million 0.61% of portfolio
17,625
Q2 2025 Added 7.74%
$126B
$3.49 Million 0.61% of portfolio
50,605
Q2 2025 Reduced 8.5%
$89.8B
$3.5 Million 0.61% of portfolio
64,319
Q2 2025 Reduced 7.29%
$265B
$3.44 Million 0.6% of portfolio
28,439
Q2 2025 Reduced 7.76%
$164B
$3.32 Million 0.58% of portfolio
26,901
Q2 2025 Reduced 4.35%
$17.8B
$3.29 Million 0.58% of portfolio
36,553
Q2 2025 Reduced 28.77%
$325B
$2.78 Million 0.49% of portfolio
8,902
Q2 2025 Reduced 4.17%
$60.2B
$2.73 Million 0.48% of portfolio
13,355
Q2 2025 Added 0.15%
$6.68B
$2.49 Million 0.44% of portfolio
27,596
Q2 2025 Added 3,604.16%
$158B
$2.47 Million 0.43% of portfolio
40,426
Q2 2025 Reduced 7.09%
$281B
$2.37 Million 0.42% of portfolio
24,227
Q2 2025 New
$28B
$2.15 Million 0.38% of portfolio
4,012
Q2 2025 New
$270B
$2.09 Million 0.37% of portfolio
12,161
Q2 2025 Reduced 9.19%
$15.4B
$2.07 Million 0.36% of portfolio
41,120
Q2 2025 Reduced 0.16%
$554B
$1.84 Million 0.32% of portfolio
5,180
Q2 2025 Reduced 2.67%
$191B
$1.75 Million 0.31% of portfolio
1,702
Q2 2025 Added 4.16%
$6.62B
$1.71 Million 0.3% of portfolio
32,316
Q2 2025 Reduced 3.17%
$16.1B
$1.64 Million 0.29% of portfolio
14,358
Q2 2025 Reduced 0.1%
$116B
$1.49 Million 0.26% of portfolio
3,878
Q1 2025 Added 6.01%
$20B
$1.24 Million 0.22% of portfolio
22,078
Q1 2025 Added 5.05%
$65.7B
$1.08 Million 0.19% of portfolio
1,436
Q2 2025 Reduced 0.07%
$7.11B
$1.06 Million 0.19% of portfolio
27,917
Q2 2025 Reduced 70.35%
$21.2B
$1.09 Million 0.19% of portfolio
29,130
Q2 2025 Reduced 74.68%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $570 Million
  • Prior Value $568 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
Track This Portfolio

Track Capital Insight Partners, LLC Portfolio

Follow Capital Insight Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Insight Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Insight Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email