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
$23.5B
$840,000 0.14% of portfolio
23,485
Q3 2025 Reduced 19.38%
$156B
$816,000 0.14% of portfolio
4,120
Q3 2025 Reduced 1.27%
$58.3B
$803,000 0.14% of portfolio
5,492
Q3 2025 Reduced 1.54%
$0
$776,000 0.13% of portfolio
9,837
Q3 2025 Reduced 14.96%
$14.4B
$785,000 0.13% of portfolio
1,819
Q3 2025 Reduced 0.76%
$45.8B
$757,000 0.13% of portfolio
5,317
Q3 2025 Reduced 1.04%
$14.5B
$786,000 0.13% of portfolio
2,123
Q3 2025 Reduced 0.84%
$19.5B
$699,000 0.12% of portfolio
8,568
Q3 2025 Added 5.32%
$0
$712,000 0.12% of portfolio
24,483
Q3 2025 Reduced 0.35%
$6.92B
$681,000 0.12% of portfolio
40,248
Q3 2025 Reduced 0.8%
$0
$685,000 0.12% of portfolio
21,496
Q3 2025 Reduced 1.97%
$0
$699,000 0.12% of portfolio
29,789
Q3 2025 Reduced 0.29%
$0
$645,000 0.11% of portfolio
29,940
Q3 2025 Reduced 16.38%
$37.7B
$650,000 0.11% of portfolio
9,706
Q3 2025 Reduced 0.86%
$12.6B
$633,000 0.11% of portfolio
2,201
Q3 2025 Reduced 0.72%
$85.4B
$618,000 0.11% of portfolio
3,470
Q3 2025 Reduced 0.86%
$862B
$582,000 0.1% of portfolio
764
Q3 2025 Reduced 23.52%
$112B
$595,000 0.1% of portfolio
6,294
Q3 2025 Reduced 0.85%
$220B
$577,000 0.1% of portfolio
1,900
Q3 2025 Reduced 1.04%
$7.87B
$591,000 0.1% of portfolio
4,561
Q3 2025 Reduced 0.83%
$0
$560,000 0.1% of portfolio
7,007
Q3 2025 Reduced 35.41%
$56.3B
$551,000 0.09% of portfolio
14,055
Q3 2025 Reduced 0.85%
$84B
$530,000 0.09% of portfolio
2,760
Q3 2025 Reduced 11.14%
$161B
$523,000 0.09% of portfolio
6,940
Q3 2025 Reduced 1.56%
$0
$503,000 0.09% of portfolio
2,588
Q3 2025 Added 1.05%
$61.7B
$543,000 0.09% of portfolio
4,849
Q3 2025 Reduced 0.86%
$0
$480,000 0.08% of portfolio
5,252
Q3 2025 Reduced 3.44%
$50.2B
$462,000 0.08% of portfolio
644
Q3 2025 Reduced 0.46%
$0
$467,000 0.08% of portfolio
626
Q3 2025 Added 4.51%
$0
$494,000 0.08% of portfolio
4,915
Q3 2025 Added 1.17%
$0
$480,000 0.08% of portfolio
1,025
Q3 2024 Reduced 0.97%
$0
$428,000 0.07% of portfolio
3,401
Q3 2025 Reduced 3.02%
$21B
$413,000 0.07% of portfolio
8,428
Q3 2025 Reduced 9.96%
$0
$339,000 0.06% of portfolio
13,218
Q4 2024 Added 200.0%
$375B
$338,000 0.06% of portfolio
1,855
Q3 2025 Added 1.37%
$0
$278,000 0.05% of portfolio
11,409
Q3 2025 Reduced 10.37%
$15.6B
$317,000 0.05% of portfolio
2,314
Q3 2025 Added 15.7%
$0
$287,000 0.05% of portfolio
5,665
Q2 2025 Reduced 16.38%
$8.99B
$266,000 0.05% of portfolio
2,454
Q3 2025 Added 1.28%
$0
$288,000 0.05% of portfolio
6,059
Q1 2025 Reduced 2.42%
$1.4T
$315,000 0.05% of portfolio
710
Q3 2025 Reduced 5.96%
$0
$238,000 0.04% of portfolio
4,696
Q1 2025 New
$0
$205,000 0.04% of portfolio
6,935
Q3 2025 New
$0
$254,000 0.04% of portfolio
415
Q3 2025 Reduced 1.66%
$635B
$227,000 0.04% of portfolio
453
Q2 2025 Reduced 41.4%
$100B
$226,000 0.04% of portfolio
536
Q2 2025 New
$220B
$234,000 0.04% of portfolio
1,753
Q2 2025 Added 4.47%
$476B
$233,000 0.04% of portfolio
2,068
Q3 2025 Reduced 0.72%
$0
$205,000 0.04% of portfolio
2,359
Q3 2025 New

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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