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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.5 Million 0.62% of portfolio
12,748
Q1 2025 Reduced 0.27%
$105B
$3.5 Million 0.62% of portfolio
69,373
Q1 2025 Reduced 1.02%
$243B
$3.44 Million 0.61% of portfolio
30,832
Q1 2025 Added 3.92%
$0
$3.42 Million 0.6% of portfolio
6,117
Q1 2025 Reduced 4.12%
$150B
$3.43 Million 0.6% of portfolio
28,125
Q1 2025 Added 2.92%
$505B
$3.27 Million 0.58% of portfolio
3,511
Q1 2025 New
$6.1B
$3.28 Million 0.58% of portfolio
94,161
Q1 2025 Reduced 0.96%
$0
$3.23 Million 0.57% of portfolio
33,458
Q1 2025 New
$271B
$3.24 Million 0.57% of portfolio
4,889
Q1 2025 Added 4.22%
$10.9B
$3.19 Million 0.56% of portfolio
15,795
Q1 2025 Reduced 3.31%
$11.5B
$2.83 Million 0.5% of portfolio
16,359
Q1 2025 Added 9.12%
$0
$2.66 Million 0.47% of portfolio
113,653
Q1 2025 Reduced 15.24%
$161B
$2.59 Million 0.46% of portfolio
43,511
Q1 2025 Reduced 2.25%
$0
$2.62 Million 0.46% of portfolio
46,075
Q1 2025 New
$0
$2.54 Million 0.45% of portfolio
40,827
Q1 2025 Reduced 9.96%
$6.62B
$2.49 Million 0.44% of portfolio
42,837
Q1 2025 Added 0.14%
$56.3B
$2.28 Million 0.4% of portfolio
13,335
Q1 2025 Added 3.6%
$5.73B
$2.25 Million 0.4% of portfolio
13,720
Q1 2025 Added 1.8%
$0
$2.08 Million 0.37% of portfolio
16,229
Q1 2025 Added 2.28%
$17.1B
$1.99 Million 0.35% of portfolio
41,185
Q1 2025 Added 3.6%
$570B
$1.87 Million 0.33% of portfolio
5,322
Q1 2025 Reduced 1.74%
$5.69B
$1.84 Million 0.32% of portfolio
33,373
Q1 2025 Reduced 62.79%
$0
$1.71 Million 0.3% of portfolio
23,316
Q1 2025 Added 2.77%
$0
$1.62 Million 0.29% of portfolio
12,353
Q1 2025 Added 10.33%
$0
$1.6 Million 0.28% of portfolio
30,558
Q1 2025 Added 0.64%
$11.8B
$1.52 Million 0.27% of portfolio
14,373
Q1 2025 Reduced 10.08%
$5.08B
$1.54 Million 0.27% of portfolio
66,175
Q1 2025 Reduced 34.39%
$0
$1.47 Million 0.26% of portfolio
19,259
Q1 2025 Reduced 2.41%
$100B
$1.34 Million 0.24% of portfolio
3,878
Q1 2025 Added 6.01%
$0
$1.32 Million 0.23% of portfolio
26,649
Q1 2025 Added 0.61%
$6.79B
$1.32 Million 0.23% of portfolio
50,690
Q1 2025 Added 3.68%
$198B
$1.3 Million 0.23% of portfolio
1,634
Q1 2025 Added 4.01%
$0
$1.21 Million 0.21% of portfolio
20,958
Q1 2025 Added 0.52%
$18.9B
$1.15 Million 0.2% of portfolio
22,078
Q1 2025 Added 5.05%
$66.8B
$1.07 Million 0.19% of portfolio
9,659
Q1 2025 Added 5.01%
$87.1B
$1.07 Million 0.19% of portfolio
745
Q1 2025 New
$81.3B
$1.06 Million 0.19% of portfolio
6,319
Q1 2025 Reduced 3.17%
$2.69B
$1.03 Million 0.18% of portfolio
16,848
Q1 2025 Reduced 74.27%
$0
$1.01 Million 0.18% of portfolio
20,189
Q1 2025 Reduced 4.45%
$0
$946,000 0.17% of portfolio
12,088
Q1 2025 Reduced 4.25%
$0
$957,000 0.17% of portfolio
12,133
Q1 2025 Reduced 7.66%
$34.2B
$961,000 0.17% of portfolio
10,000
Q1 2023 New
$74B
$911,000 0.16% of portfolio
5,538
Q1 2025 Added 2.84%
$0
$882,000 0.16% of portfolio
38,097
Q1 2025 Reduced 0.13%
$5.8B
$935,000 0.16% of portfolio
5,404
Q1 2025 Added 3.62%
$45.6B
$900,000 0.16% of portfolio
1,437
Q1 2025 Added 3.9%
$144B
$836,000 0.15% of portfolio
2,247
Q1 2025 Added 7.98%
$16.9B
$841,000 0.15% of portfolio
1,831
Q1 2025 Added 3.56%
$79.2B
$826,000 0.15% of portfolio
1,359
Q1 2025 Added 3.42%

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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