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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.1 Million 5.28% of portfolio
985,150
Q2 2025 Reduced 0.23%
$0
$27 Million 4.74% of portfolio
258,852
Q2 2025 Reduced 3.32%
$0
$26.9 Million 4.72% of portfolio
271,216
Q2 2025 Reduced 10.27%
$0
$18.9 Million 3.32% of portfolio
30,452
Q2 2025 Reduced 3.77%
$0
$15.8 Million 2.77% of portfolio
340,505
Q2 2025 Reduced 9.96%
$0
$15.2 Million 2.67% of portfolio
196,445
Q2 2025 Reduced 7.14%
$0
$14.5 Million 2.55% of portfolio
298,413
Q2 2025 Reduced 6.96%
$0
$13.1 Million 2.29% of portfolio
51,632
Q2 2025 Reduced 1.94%
$0
$12.3 Million 2.15% of portfolio
132,437
Q2 2025 Reduced 8.43%
$0
$9.59 Million 1.68% of portfolio
124,079
Q2 2025 Added 19.53%
$0
$9.45 Million 1.66% of portfolio
111,411
Q2 2025 Reduced 8.43%
$0
$9.1 Million 1.6% of portfolio
170,777
Q2 2025 Reduced 14.81%
$0
$8.19 Million 1.44% of portfolio
107,701
Q2 2025 Reduced 7.33%
$0
$8.17 Million 1.43% of portfolio
60,596
Q2 2025 Reduced 7.15%
$0
$6.69 Million 1.17% of portfolio
269,870
Q2 2025 Reduced 1.9%
$0
$5.93 Million 1.04% of portfolio
61,908
Q2 2025 New
$0
$5.19 Million 0.91% of portfolio
59,141
Q2 2025 Reduced 9.34%
$0
$4.99 Million 0.88% of portfolio
17,846
Q2 2025 Reduced 17.09%
$0
$4.56 Million 0.8% of portfolio
77,023
Q2 2025 Reduced 7.25%
$0
$4.28 Million 0.75% of portfolio
103,262
Q2 2025 Reduced 11.88%
$0
$3.84 Million 0.67% of portfolio
12,629
Q2 2025 Reduced 0.93%
$0
$3.83 Million 0.67% of portfolio
17,643
Q2 2025 Reduced 7.07%
$0
$3.74 Million 0.66% of portfolio
6,060
Q2 2025 Reduced 0.93%
$0
$3.54 Million 0.62% of portfolio
32,599
Q2 2025 Reduced 2.57%
$0
$2.81 Million 0.49% of portfolio
40,652
Q2 2025 Reduced 0.43%
$0
$2.52 Million 0.44% of portfolio
42,401
Q2 2025 Reduced 7.97%
$0
$2.49 Million 0.44% of portfolio
26,501
Q2 2025 Added 266.8%
$0
$1.83 Million 0.32% of portfolio
14,485
Q2 2025 Reduced 10.75%
$0
$1.77 Million 0.31% of portfolio
12,029
Q2 2025 Reduced 2.62%
$0
$1.69 Million 0.3% of portfolio
66,967
Q2 2025 Reduced 41.08%
$0
$1.7 Million 0.3% of portfolio
23,152
Q2 2025 Reduced 0.7%
$0
$1.64 Million 0.29% of portfolio
19,631
Q2 2025 Added 1.93%
$0
$1.6 Million 0.28% of portfolio
30,264
Q2 2025 Reduced 0.96%
$0
$1.29 Million 0.23% of portfolio
20,958
Q1 2025 Added 0.52%
$0
$1.23 Million 0.21% of portfolio
24,999
Q2 2025 Reduced 6.19%
$0
$1.06 Million 0.19% of portfolio
20,189
Q1 2025 Reduced 4.45%
$0
$893,000 0.16% of portfolio
20,989
Q2 2025 Reduced 7.22%
$0
$910,000 0.16% of portfolio
11,568
Q2 2025 Reduced 4.3%
$0
$862,000 0.15% of portfolio
10,848
Q2 2025 Reduced 10.59%
$0
$757,000 0.13% of portfolio
35,803
Q2 2025 Reduced 3.78%
$0
$691,000 0.12% of portfolio
29,875
Q2 2025 Reduced 21.58%
$0
$679,000 0.12% of portfolio
24,570
Q2 2025 Reduced 1.98%
$117B
$628,000 0.11% of portfolio
2,061
Q2 2025 Added 8.82%
$0
$640,000 0.11% of portfolio
21,929
Q2 2025 Reduced 1.08%
$0
$488,000 0.09% of portfolio
4,858
Q2 2025 Reduced 10.9%
$0
$484,000 0.08% of portfolio
5,439
Q1 2025 Reduced 25.17%
$0
$442,000 0.08% of portfolio
7,937
Q2 2025 Reduced 44.38%
$0
$468,000 0.08% of portfolio
2,561
Q2 2025 Reduced 8.4%
$0
$432,000 0.08% of portfolio
1,025
Q3 2024 Reduced 0.97%

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