Capital Insight Partners, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $565 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 $29.9M, Shp ETF Tr Fis Biblically Resp with a value of $28.2M, Ishares National Muni Bond ETF with a value of $27.2M, Ishares Core S&P 500 ETF with a value of $17.5M, and Vanguard Bd Index Fd Inc Inter with a value of $16.3M.
Examining the 13F form we can see an increase of $40.2M in the current position value, from $524M to 565M.
Below you can find more details about Capital Insight Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$565 Million
ETFs: $269 Million
Technology: $66.3 Million
Financial Services: $44.3 Million
Consumer Cyclical: $43.8 Million
Healthcare: $37.9 Million
Communication Services: $30 Million
Industrials: $29.7 Million
Energy: $8.72 Million
Other: $6.54 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
