Capital Insight Partners, LLC Portfolio Holdings

Capital Insight Partners, LLC

  • $565 Million
  • Q3 2024

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 $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $565 Million
  • Prior Value $524 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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