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 Market Cap. of $10 Billions to $200 Billions
