Capital Insight Partners, LLC Portfolio Holdings

Capital Insight Partners, LLC

  • $570 Million
  • Q2 2025

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 $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $570 Million
  • Prior Value $568 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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