Capital Insight Partners, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $573 Million distributed in 156 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 $29.4M, Shp ETF Tr Fis Biblically Resp with a value of $29.3M, Ishares National Muni Bond ETF with a value of $27.3M, Ishares Core S&P 500 ETF with a value of $17.2M, and Vanguard Mortg Backed Sec ETF with a value of $16.4M.
Examining the 13F form we can see an increase of $8.47M in the current position value, from $565M to 573M.
Below you can find more details about Capital Insight Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$573 Million
ETFs: $264 Million
Technology: $69.3 Million
Consumer Cyclical: $49.7 Million
Financial Services: $46 Million
Healthcare: $37.2 Million
Industrials: $30.8 Million
Communication Services: $29.9 Million
Energy: $9.25 Million
Other: $7.13 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
