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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.54 Million 0.62% of portfolio
32,599
Q2 2025 Reduced 2.57%
$13.1B
$3.52 Million 0.62% of portfolio
7,861
Q2 2025 Reduced 12.02%
$13.2B
$3.48 Million 0.61% of portfolio
17,625
Q2 2025 Added 7.74%
$126B
$3.49 Million 0.61% of portfolio
50,605
Q2 2025 Reduced 8.5%
$89.8B
$3.5 Million 0.61% of portfolio
64,319
Q2 2025 Reduced 7.29%
$265B
$3.44 Million 0.6% of portfolio
28,439
Q2 2025 Reduced 7.76%
$164B
$3.32 Million 0.58% of portfolio
26,901
Q2 2025 Reduced 4.35%
$17.8B
$3.29 Million 0.58% of portfolio
36,553
Q2 2025 Reduced 28.77%
$325B
$2.78 Million 0.49% of portfolio
8,902
Q2 2025 Reduced 4.17%
$0
$2.81 Million 0.49% of portfolio
40,652
Q2 2025 Reduced 0.43%
$60.2B
$2.73 Million 0.48% of portfolio
13,355
Q2 2025 Added 0.15%
$6.68B
$2.49 Million 0.44% of portfolio
27,596
Q2 2025 Added 3,604.16%
$0
$2.52 Million 0.44% of portfolio
42,401
Q2 2025 Reduced 7.97%
$0
$2.49 Million 0.44% of portfolio
26,501
Q2 2025 Added 266.8%
$158B
$2.47 Million 0.43% of portfolio
40,426
Q2 2025 Reduced 7.09%
$281B
$2.37 Million 0.42% of portfolio
24,227
Q2 2025 New
$270B
$2.09 Million 0.37% of portfolio
12,161
Q2 2025 Reduced 9.19%
$15.4B
$2.07 Million 0.36% of portfolio
41,120
Q2 2025 Reduced 0.16%
$554B
$1.84 Million 0.32% of portfolio
5,180
Q2 2025 Reduced 2.67%
$0
$1.83 Million 0.32% of portfolio
14,485
Q2 2025 Reduced 10.75%
$191B
$1.75 Million 0.31% of portfolio
1,702
Q2 2025 Added 4.16%
$0
$1.77 Million 0.31% of portfolio
12,029
Q2 2025 Reduced 2.62%
$0
$1.69 Million 0.3% of portfolio
66,967
Q2 2025 Reduced 41.08%
$6.62B
$1.71 Million 0.3% of portfolio
32,316
Q2 2025 Reduced 3.17%
$0
$1.7 Million 0.3% of portfolio
23,152
Q2 2025 Reduced 0.7%
$16.1B
$1.64 Million 0.29% of portfolio
14,358
Q2 2025 Reduced 0.1%
$0
$1.64 Million 0.29% of portfolio
19,631
Q2 2025 Added 1.93%
$0
$1.6 Million 0.28% of portfolio
30,264
Q2 2025 Reduced 0.96%
$116B
$1.49 Million 0.26% of portfolio
3,878
Q1 2025 Added 6.01%
$0
$1.29 Million 0.23% of portfolio
20,958
Q1 2025 Added 0.52%
$20B
$1.24 Million 0.22% of portfolio
22,078
Q1 2025 Added 5.05%
$0
$1.23 Million 0.21% of portfolio
24,999
Q2 2025 Reduced 6.19%
$65.7B
$1.08 Million 0.19% of portfolio
1,436
Q2 2025 Reduced 0.07%
$7.11B
$1.06 Million 0.19% of portfolio
27,917
Q2 2025 Reduced 70.35%
$21.2B
$1.09 Million 0.19% of portfolio
29,130
Q2 2025 Reduced 74.68%
$6.21B
$1.07 Million 0.19% of portfolio
50,690
Q1 2025 Added 3.68%
$0
$1.06 Million 0.19% of portfolio
20,189
Q1 2025 Reduced 4.45%
$6.43B
$1.03 Million 0.18% of portfolio
5,454
Q2 2025 Added 0.93%
$68.5B
$1.01 Million 0.18% of portfolio
9,550
Q2 2025 Reduced 1.13%
$97.6B
$961,000 0.17% of portfolio
1,377
Q2 2025 Added 1.32%
$1.53T
$982,000 0.17% of portfolio
5,537
Q2 2025 Added 17.53%
$142B
$958,000 0.17% of portfolio
1,885
Q2 2025 Added 4.66%
$143B
$892,000 0.16% of portfolio
2,257
Q2 2025 Added 0.45%
$56.1B
$887,000 0.16% of portfolio
8,556
Q2 2025 Added 6.63%
$33.2B
$930,000 0.16% of portfolio
10,219
Q2 2025 Added 2.19%
$0
$893,000 0.16% of portfolio
20,989
Q2 2025 Reduced 7.22%
$0
$910,000 0.16% of portfolio
11,568
Q2 2025 Reduced 4.3%
$27B
$914,000 0.16% of portfolio
8,584
Q1 2025 Added 3.7%
$0
$862,000 0.15% of portfolio
10,848
Q2 2025 Reduced 10.59%

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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