Capital Insight Partners, LLC Portfolio Holdings

Capital Insight Partners, LLC

  • $568 Million
  • Q1 2025

Capital Insight Partners, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $568 Million distributed in 158 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, Ishares National Muni Bond ETF with a value of $28.2M, Shp ETF Tr Fis Biblically Resp with a value of $28.1M, Ishares Core S&P 500 ETF with a value of $17.8M, and Vanguard Mortg Backed Sec ETF with a value of $17.5M.

Examining the 13F form we can see an decrease of $5.39M in the current position value, from $573M to 568M.

Below you can find more details about Capital Insight Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $568 Million
ETFs: $283 Million
Technology: $57.3 Million
Financial Services: $45.3 Million
Consumer Cyclical: $41.9 Million
Healthcare: $37.5 Million
Industrials: $30.6 Million
Communication Services: $24.3 Million
Energy: $9.33 Million
Other: $10.6 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.59B
$6.49 Million 1.14% of portfolio
10,554
Q1 2025 Reduced 0.74%
$6.1B
$3.28 Million 0.58% of portfolio
94,161
Q1 2025 Reduced 0.96%
$6.62B
$2.49 Million 0.44% of portfolio
42,837
Q1 2025 Added 0.14%
$5.73B
$2.25 Million 0.4% of portfolio
13,720
Q1 2025 Added 1.8%
$5.69B
$1.84 Million 0.32% of portfolio
33,373
Q1 2025 Reduced 62.79%
$5.08B
$1.54 Million 0.27% of portfolio
66,175
Q1 2025 Reduced 34.39%
$6.79B
$1.32 Million 0.23% of portfolio
50,690
Q1 2025 Added 3.68%
$2.69B
$1.03 Million 0.18% of portfolio
16,848
Q1 2025 Reduced 74.27%
$5.8B
$935,000 0.16% of portfolio
5,404
Q1 2025 Added 3.62%
$8.16B
$813,000 0.14% of portfolio
40,574
Q1 2025 Added 3.75%
$9.32B
$436,000 0.08% of portfolio
2,137
Q1 2025 Reduced 1.29%
$5.86B
$432,000 0.08% of portfolio
4,599
Q1 2025 Added 3.86%
$5.04B
$379,000 0.07% of portfolio
17,706
Q1 2025 Added 4.02%
$2.26B
$175,000 0.03% of portfolio
17,172
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $568 Million
  • Prior Value $573 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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