Capital Insight Partners, LLC Portfolio Holdings
Capital Insight Partners, LLC
- $529 Million
- Q1 2024
Capital Insight Partners, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $529 Million distributed in 162 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 $35.1M, Shp ETF Tr Fis Biblically Resp with a value of $27.2M, Ishares National Muni Bond ETF with a value of $26.4M, Vanguard Bd Index Fd Inc Inter with a value of $21.9M, and Ishares Core S&P 500 ETF with a value of $16.1M.
Examining the 13F form we can see an increase of $44.7M in the current position value, from $484M to 529M.
Below you can find more details about Capital Insight Partners, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 162
- Current Value $529 Million
- Prior Value $484 Million
- Filing
- Period Q1 2024
- Filing Date April 16, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 4 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 42 stocks