Capital Insight Partners, LLC Portfolio Holdings
Capital Insight Partners, LLC
- $573 Million
- Q4 2024
Capital Insight Partners, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $573 Million distributed in 156 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 $29.4M, Shp ETF Tr Fis Biblically Resp with a value of $29.3M, Ishares National Muni Bond ETF with a value of $27.3M, Ishares Core S&P 500 ETF with a value of $17.2M, and Vanguard Mortg Backed Sec ETF with a value of $16.4M.
Examining the 13F form we can see an increase of $8.47M in the current position value, from $565M to 573M.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 156
- Current Value $573 Million
- Prior Value $565 Million
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 6 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 35 stocks