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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.9 Million 5.27% of portfolio
302,257
Q1 2025 Reduced 0.38%
$0
$28.2 Million 4.97% of portfolio
267,736
Q1 2025 Added 4.59%
$0
$28.1 Million 4.94% of portfolio
987,391
Q1 2025 Reduced 1.9%
$0
$17.8 Million 3.13% of portfolio
31,646
Q1 2025 Added 8.5%
$0
$17.5 Million 3.09% of portfolio
378,170
Q1 2025 Added 4.55%
$0
$16.2 Million 2.85% of portfolio
211,557
Q1 2025 Added 0.38%
$0
$15.5 Million 2.73% of portfolio
320,726
Q1 2025 Added 0.69%
$0
$13.1 Million 2.31% of portfolio
144,625
Q1 2025 Added 0.02%
$0
$11.4 Million 2.0% of portfolio
121,673
Q1 2025 Added 6.74%
$0
$10.9 Million 1.92% of portfolio
52,654
Q1 2025 Added 137.02%
$0
$10.5 Million 1.85% of portfolio
200,460
Q1 2025 Added 0.97%
$0
$9.53 Million 1.68% of portfolio
65,265
Q1 2025 Reduced 0.69%
$0
$8.84 Million 1.56% of portfolio
116,220
Q1 2025 Added 1.44%
$0
$7.25 Million 1.28% of portfolio
103,804
Q1 2025 Reduced 1.45%
$0
$6.95 Million 1.22% of portfolio
230,741
Q1 2025 Reduced 1.47%
$0
$6.94 Million 1.22% of portfolio
275,088
Q1 2025 Added 5.04%
$0
$5.57 Million 0.98% of portfolio
21,525
Q1 2025 Reduced 1.59%
$0
$5.56 Million 0.98% of portfolio
70,496
Q1 2025 Added 585.23%
$0
$4.9 Million 0.86% of portfolio
117,179
Q1 2025 Reduced 3.95%
$0
$4.54 Million 0.8% of portfolio
83,047
Q1 2025 Added 0.64%
$0
$3.75 Million 0.66% of portfolio
18,985
Q1 2025 Added 184.63%
$0
$3.5 Million 0.62% of portfolio
12,748
Q1 2025 Reduced 0.27%
$0
$3.42 Million 0.6% of portfolio
6,117
Q1 2025 Reduced 4.12%
$0
$3.23 Million 0.57% of portfolio
33,458
Q1 2025 New
$0
$2.66 Million 0.47% of portfolio
113,653
Q1 2025 Reduced 15.24%
$0
$2.62 Million 0.46% of portfolio
46,075
Q1 2025 New
$0
$2.54 Million 0.45% of portfolio
40,827
Q1 2025 Reduced 9.96%
$0
$2.08 Million 0.37% of portfolio
16,229
Q1 2025 Added 2.28%
$0
$1.71 Million 0.3% of portfolio
23,316
Q1 2025 Added 2.77%
$0
$1.62 Million 0.29% of portfolio
12,353
Q1 2025 Added 10.33%
$0
$1.6 Million 0.28% of portfolio
30,558
Q1 2025 Added 0.64%
$0
$1.47 Million 0.26% of portfolio
19,259
Q1 2025 Reduced 2.41%
$0
$1.32 Million 0.23% of portfolio
26,649
Q1 2025 Added 0.61%
$0
$1.21 Million 0.21% of portfolio
20,958
Q1 2025 Added 0.52%
$0
$1.01 Million 0.18% of portfolio
20,189
Q1 2025 Reduced 4.45%
$0
$946,000 0.17% of portfolio
12,088
Q1 2025 Reduced 4.25%
$0
$957,000 0.17% of portfolio
12,133
Q1 2025 Reduced 7.66%
$0
$882,000 0.16% of portfolio
38,097
Q1 2025 Reduced 0.13%
$0
$803,000 0.14% of portfolio
14,271
Q1 2025 Added 12.37%
$0
$800,000 0.14% of portfolio
37,209
Q1 2025 Reduced 15.0%
$0
$811,000 0.14% of portfolio
22,622
Q1 2025 Reduced 89.5%
$0
$676,000 0.12% of portfolio
7,225
Q1 2025 Added 174.71%
$0
$666,000 0.12% of portfolio
25,066
Q1 2025 Reduced 3.81%
$0
$548,000 0.1% of portfolio
5,452
Q1 2025 Added 44.42%
$106B
$545,000 0.1% of portfolio
1,894
Q4 2024 New
$0
$541,000 0.1% of portfolio
4,177
Q4 2024 Reduced 13.39%
$0
$555,000 0.1% of portfolio
22,169
Q1 2025 Reduced 6.53%
$0
$492,000 0.09% of portfolio
5,439
Q1 2025 Reduced 25.17%
$0
$477,000 0.08% of portfolio
2,796
Q1 2025 Added 49.04%

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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