Capital Insight Partners, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $524 Million distributed in 157 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 $31.6M, Shp ETF Tr Fis Biblically Resp with a value of $26.7M, Ishares National Muni Bond ETF with a value of $25.6M, Vanguard Bd Index Fd Inc Inter with a value of $18.8M, and Ishares Core S&P 500 ETF with a value of $16.8M.

Examining the 13F form we can see an decrease of $4.74M in the current position value, from $529M to 524M.

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

Portfolio value $524 Million
ETFs: $250 Million
Technology: $62.4 Million
Financial Services: $40 Million
Consumer Cyclical: $39.9 Million
Healthcare: $37.3 Million
Communication Services: $27.8 Million
Industrials: $26.6 Million
Energy: $8.3 Million
Other: $5.75 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $524 Million
  • Prior Value $529 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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