Capital Insight Partners, LLC Portfolio Holdings

Capital Insight Partners, LLC

  • $583 Million
  • Q3 2025

Capital Insight Partners, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $583 Million distributed in 163 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 $30.2M, Ishares Core U.S. Aggregate Bo with a value of $26.8M, Ishares Core S&P 500 ETF with a value of $25.2M, Nvidia Corp with a value of $18.4M, and Technology Sector Spdr with a value of $16.8M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $570M to 583M.

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

Portfolio value $583 Million
ETFs: $283 Million
Technology: $85.4 Million
Consumer Cyclical: $43.5 Million
Financial Services: $41.6 Million
Communication Services: $30.6 Million
Healthcare: $28.2 Million
Industrials: $25.5 Million
Consumer Defensive: $8.22 Million
Other: $6.38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$3.78 Million 0.65% of portfolio
4,086
Q3 2025 Added 1.59%
$269B
$3.64 Million 0.62% of portfolio
28,348
Q3 2025 Reduced 0.32%
$11.1B
$3.35 Million 0.57% of portfolio
16,334
Q3 2025 Reduced 7.32%
$6.54B
$3.23 Million 0.55% of portfolio
7,220
Q3 2025 Reduced 21.92%
$15.8B
$3.14 Million 0.54% of portfolio
22,325
Q3 2025 Reduced 11.11%
$84.9B
$3.12 Million 0.53% of portfolio
65,249
Q3 2025 Added 1.45%
$52B
$3.04 Million 0.52% of portfolio
39,076
Q3 2025 Reduced 20.75%
$5.89B
$3 Million 0.51% of portfolio
27,786
Q3 2025 Added 0.69%
$0
$2.93 Million 0.5% of portfolio
39,920
Q3 2025 Reduced 1.8%
$309B
$2.81 Million 0.48% of portfolio
8,138
Q3 2025 Reduced 8.58%
$0
$2.76 Million 0.47% of portfolio
43,621
Q3 2025 Added 2.88%
$64.2B
$2.7 Million 0.46% of portfolio
13,251
Q3 2025 Reduced 0.78%
$278B
$2.51 Million 0.43% of portfolio
24,390
Q3 2025 Added 0.67%
$109B
$2.46 Million 0.42% of portfolio
44,357
Q3 2025 Reduced 12.35%
$0
$2.38 Million 0.41% of portfolio
25,005
Q3 2025 Reduced 5.65%
$0
$2.1 Million 0.36% of portfolio
75,141
Q3 2025 Added 12.21%
$0
$2.04 Million 0.35% of portfolio
14,112
Q3 2025 Reduced 2.58%
$0
$1.99 Million 0.34% of portfolio
12,887
Q3 2025 Added 7.13%
$14.5B
$1.93 Million 0.33% of portfolio
40,792
Q3 2025 Reduced 0.8%
$5.89B
$1.87 Million 0.32% of portfolio
32,870
Q3 2025 Added 1.71%
$0
$1.73 Million 0.3% of portfolio
19,625
Q3 2025 Reduced 0.03%
$556B
$1.72 Million 0.3% of portfolio
5,051
Q3 2025 Reduced 2.49%
$0
$1.74 Million 0.3% of portfolio
23,330
Q3 2025 Added 0.77%
$135B
$1.64 Million 0.28% of portfolio
3,848
Q3 2025 Reduced 0.77%
$1.52T
$1.65 Million 0.28% of portfolio
5,894
Q3 2025 New
$10.1B
$1.65 Million 0.28% of portfolio
5,742
Q3 2025 Reduced 26.96%
$179B
$1.56 Million 0.27% of portfolio
1,693
Q3 2025 Reduced 0.53%
$59.1B
$1.46 Million 0.25% of portfolio
1,526
Q3 2025 Added 6.27%
$0
$1.36 Million 0.23% of portfolio
21,129
Q3 2025 Added 0.82%
$1.69T
$1.35 Million 0.23% of portfolio
5,548
Q3 2025 Added 0.2%
$5.76B
$1.19 Million 0.2% of portfolio
5,412
Q3 2025 Reduced 0.77%
$0
$1.13 Million 0.19% of portfolio
21,261
Q3 2025 Reduced 29.75%
$11B
$1.12 Million 0.19% of portfolio
50,000
Q3 2025 New
$0
$1.09 Million 0.19% of portfolio
20,167
Q3 2025 Reduced 0.11%
$18.4B
$1.11 Million 0.19% of portfolio
21,902
Q3 2025 Reduced 0.8%
$68.8B
$1.06 Million 0.18% of portfolio
9,474
Q3 2025 Reduced 0.8%
$24.6B
$1.01 Million 0.17% of portfolio
8,556
Q3 2025 Reduced 0.33%
$5.24B
$984,000 0.17% of portfolio
50,290
Q3 2025 Reduced 0.79%
$0
$973,000 0.17% of portfolio
17,074
Q3 2025 Added 115.12%
$5.7B
$994,000 0.17% of portfolio
27,683
Q3 2025 Reduced 0.84%
$125B
$991,000 0.17% of portfolio
2,788
Q3 2025 Added 35.27%
$61.8B
$955,000 0.16% of portfolio
8,494
Q3 2025 Reduced 0.72%
$32.3B
$927,000 0.16% of portfolio
10,219
Q2 2025 Added 2.19%
$137B
$846,000 0.15% of portfolio
2,291
Q3 2025 Added 1.51%
$0
$889,000 0.15% of portfolio
19,547
Q3 2025 Reduced 6.87%
$31B
$878,000 0.15% of portfolio
6,970
Q3 2025 Reduced 0.85%
$141B
$855,000 0.15% of portfolio
1,872
Q3 2025 Reduced 0.69%
$111B
$895,000 0.15% of portfolio
53,485
Q3 2025 Added 0.49%
$289B
$884,000 0.15% of portfolio
1,854
Q3 2025 Reduced 0.75%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $583 Million
  • Prior Value $570 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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