Capital Insight Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), Capital Insight Partners, LLC reported 162 stock positions worth $535.2 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 6.6% of the portfolio, followed by Neos ETF Trust (5.1%) and iShares National Muni Bond E (MUB, 4.9%). Compared with Q4 2023, it opened 4 new positions, sold out of 3, added to 104 and reduced 42. The biggest buy was SS Health Care Select Sector (XLV, shares +64%) and the biggest sale Johnson & Johnson (JNJ, shares −94%).
- Most Recent 13F
- Q1 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001664385
- Portfolio Value
- $535.2M (Q1 2024)
- SEC Filing
- 0001104659-24-047637 ↗ filed Apr 16, 2024
Holdings Value
Holdings 162 stocks · $535.2M
| AGG iShares Core U.S. Aggregate | 6.56% | 358,357 | $35.1M | Add +3.6% |
| NEOS ETF TRUST | 5.09% | 980,100 | $27.2M | Reduce -1.4% |
| MUB iShares National Muni Bond E | 4.92% | 244,920 | $26.4M | Add +4.8% |
| BIV Vanguard Intermediate-Term B | 4.09% | 290,085 | $21.9M | Add +3.8% |
| IVV iShares Core S&P 500 ETF | 3.01% | 30,691 | $16.1M | Add +5.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.73% | 308,062 | $14.6M | Add +2.6% |
| EBND State Street SPDR Bloomberg | 2.14% | 557,522 | $11.4M | Add +6.2% |
| AAPL Apple Inc. | 2.09% | 65,168 | $11.2M | Add +2.3% |
| XLE SS Energy Select Sector | 1.74% | 98,635 | $9.3M | Add +4.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.70% | 176,063 | $9.1M | Add +5.2% |
| XLV SS Health Care Select Sector | 1.69% | 61,163 | $9.0M | Add +64.0% |
| SCHC Schwab Intl Small-Cap Equity | 1.63% | 243,006 | $8.7M | Add +3.8% |
| MSFT Microsoft Corp. | 1.60% | 20,392 | $8.6M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 1.45% | 51,332 | $7.7M | Reduce -0.3% |
| IXUS iShares Core Intl Stock ETF | 1.40% | 110,062 | $7.5M | Add +7.0% |
| META Meta Platforms Inc. Class A | 1.36% | 14,971 | $7.3M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 1.35% | 35,985 | $7.2M | Reduce -1.1% |
| ISRG Intuitive Surgical Inc. | 1.31% | 17,569 | $7.0M | Add +11.0% |
| BKNG Booking Holdings Inc. | 1.22% | 1,805 | $6.5M | Add +0.6% |
| CHE Chemed Corp. | 1.20% | 9,972 | $6.4M | Add +7.5% |
| SPSB SS SPDR P St C Corp. ETF | 1.19% | 213,180 | $6.3M | Add +4.2% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.18% | 244,876 | $6.3M | Add +5.2% |
| MA Mastercard Inc. Class A | 1.15% | 12,778 | $6.2M | Add +2.2% |
| ICE Intercontinental Exchange Inc. | 1.09% | 42,521 | $5.8M | Add +5.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.09% | 45,404 | $5.8M | Add +1.5% |
| CASY Casey's General Stores Inc. | 1.06% | 17,836 | $5.7M | Add +9.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.06% | 22,652 | $5.7M | Add +4.7% |
| AMZN Amazon.com Inc. | 1.02% | 30,258 | $5.5M | Add +4.7% |
| EW Edwards Lifesciences Corp. | 1.01% | 56,497 | $5.4M | Add +13.2% |
| XLB SS Materials Select Sector | 1.01% | 57,923 | $5.4M | Add +4.1% |
| HON Honeywell International Inc. | 0.99% | 25,910 | $5.3M | Add +1.4% |
| ODFL Old Dominion Freight Line | 0.97% | 23,782 | $5.2M | Add +3.6% |
| XLK SS Technology Select Sector | 0.96% | 24,653 | $5.1M | Reduce -1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.95% | 134,178 | $5.1M | Reduce -0.4% |
| ORCL Oracle Corp. | 0.95% | 40,352 | $5.1M | Add +4.8% |
| FDS Factset Research Systems Inc. | 0.94% | 11,069 | $5.0M | Add +7.5% |
| HD Home Depot Inc. | 0.84% | 11,683 | $4.5M | Add +2.9% |
| UNH Unitedhealth Group Inc. | 0.84% | 9,045 | $4.5M | Add +3.8% |
| ON On Semiconductor | 0.79% | 57,733 | $4.2M | Add +9.7% |
| RSG Republic Services Inc. | 0.79% | 22,136 | $4.2M | Add +10.9% |
| XLRE SS Real Estate Select Sector | 0.77% | 104,340 | $4.1M | Add +0.0% |
| CCOI Cogent Communications Holdin | 0.76% | 62,138 | $4.1M | Add +6.8% |
| NDSN Nordson Corp. | 0.76% | 14,726 | $4.0M | Reduce -7.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.75% | 4,133 | $4.0M | Add +4.5% |
| PEP Pepsico Inc. | 0.75% | 22,916 | $4.0M | Add +4.1% |
| LOGI Logitech International-Reg | 0.75% | 44,874 | $4.0M | Add +8.9% |
| TREX Trex Company Inc. | 0.73% | 39,089 | $3.9M | Add +2.5% |
| PGR Progressive Corp. | 0.72% | 18,575 | $3.8M | Add +2.8% |
| VVV Valvoline Inc. | 0.71% | 85,851 | $3.8M | Add +9.1% |
| CMCSA Comcast Corp. Class A | 0.71% | 88,011 | $3.8M | Add +0.8% |
| RELX Relx PLC - Spon ADR | 0.71% | 87,593 | $3.8M | Add +7.6% |
| TS Tenaris SA-ADR | 0.70% | 96,023 | $3.8M | Add +12.3% |
| MANH Manhattan Associates Inc. | 0.70% | 14,980 | $3.7M | Add +0.7% |
| IGF iShares Global Infrastructur | 0.68% | 76,442 | $3.6M | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 13,780 | $3.6M | Reduce -2.2% |
| CHKP Check Point Software Tech | 0.66% | 21,426 | $3.5M | Add +13.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.65% | 6,683 | $3.5M | Reduce -7.3% |
| SCHA Schwab US Small-Cap ETF | 0.63% | 67,993 | $3.3M | Add +5.2% |
| GNTX Gentex Corp. | 0.60% | 88,766 | $3.2M | Add +9.6% |
| CP Canadian Pacific Kansas City | 0.60% | 36,160 | $3.2M | Add +7.8% |
| VXUS Vanguard Total Intl Stock | 0.59% | 52,220 | $3.1M | Reduce -6.7% |
| SWKS Skyworks Solutions Inc. | 0.59% | 29,034 | $3.1M | Add +11.7% |
| TM Toyota Motor Corp. -Spon ADR | 0.56% | 11,873 | $3.0M | Add +2.6% |
| NVDA Nvidia Corp. | 0.53% | 3,122 | $2.8M | Reduce -9.2% |
| HDB HDFC Bank Ltd.-ADR | 0.52% | 49,847 | $2.8M | Add +10.8% |
| CL Colgate-Palmolive Co. | 0.49% | 29,364 | $2.6M | Add +1.4% |
| FCN Fti Consulting Inc. | 0.49% | 12,372 | $2.6M | Add +7.4% |
| NKE Nike Inc. Class B | 0.47% | 26,551 | $2.5M | Add +7.5% |
| PFE Pfizer Inc. | 0.45% | 86,582 | $2.4M | Reduce -2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.43% | 22,948 | $2.3M | Add +5.8% |
| UL Unilever PLC | 0.40% | 43,024 | $2.2M | Reduce -0.0% |
| BND Vanguard Total Bond Market | 0.34% | 25,359 | $1.8M | Reduce -3.2% |
| TOL Toll Brothers Inc. | 0.34% | 13,996 | $1.8M | Add +37.1% |
| IBB iShares Biotechnology ETF | 0.33% | 12,926 | $1.8M | Add +5.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.33% | 34,432 | $1.8M | Reduce -1.4% |
| PANW Palo Alto Networks Inc. | 0.30% | 5,702 | $1.6M | Add +34.3% |
| V Visa Inc. Class A | 0.30% | 5,665 | $1.6M | Reduce -1.0% |
| AOA iShares Core 80/20 Aggressiv | 0.27% | 19,379 | $1.4M | Reduce -2.6% |
| XLP SS Consumer Staples Sel Sect | 0.26% | 18,147 | $1.4M | Add +2.9% |
| AOR iShares Core 60/40 Balanced | 0.26% | 24,657 | $1.4M | Reduce -14.6% |
| XLY SS Consumer Disc Select Sect | 0.25% | 7,247 | $1.3M | Reduce -0.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 25,748 | $1.3M | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.24% | 16,716 | $1.3M | Reduce -6.9% |
| LOW Lowe's Cos Inc. | 0.24% | 5,005 | $1.3M | Add +34.5% |
| GPK Graphic Packaging Holding Co. | 0.23% | 42,810 | $1.2M | Add +36.6% |
| LLY Eli Lilly & Co. | 0.23% | 1,589 | $1.2M | Reduce -14.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.23% | 15,785 | $1.2M | Reduce -3.8% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.23% | 24,387 | $1.2M | Add +3.9% |
| GFL GFL Environmental Inc.-Sub VT | 0.22% | 34,830 | $1.2M | Add +37.3% |
| DEO Diageo PLC-Sponsored ADR | 0.21% | 7,685 | $1.1M | Reduce -5.3% |
| NOW ServiceNow Inc. | 0.20% | 1,375 | $1.0M | Add +42.2% |
| IWF iShares Russell 1000 Growth | 0.19% | 3,092 | $1.0M | No change |
| LEN Lennar Corp. Class A | 0.19% | 5,920 | $1.0M | Add +41.6% |
| SCHH Schwab US REIT ETF | 0.19% | 49,032 | $995K | Reduce -2.3% |
| ACGL Arch Capital Group Ltd. | 0.17% | 10,000 | $924K | No change |
| XLF SS Financial Select Sector | 0.17% | 21,829 | $919K | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.17% | 5,993 | $912K | Reduce -4.3% |
| TSCO Tractor Supply Company | 0.16% | 3,351 | $877K | No change |
| URI United Rentals Inc. | 0.16% | 1,215 | $876K | Add +40.3% |
| ZTS Zoetis Inc. | 0.16% | 5,106 | $864K | Add +30.6% |
Portfolio Sells Q4 2023 → Q1 2024
| JNJ Johnson & Johnson | Reduce -93.6% | 0.05% | −0.86 |
| AFL Aflac Inc. | Reduce -52.4% | 0.12% | −0.15 |
| NEOS ETF TRUST | Reduce -1.4% | 5.09% | −0.14 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.11 |
| UPS United Parcel Service Class B | Reduce -62.5% | 0.05% | −0.10 |
| NDSN Nordson Corp. | Reduce -7.1% | 0.76% | −0.10 |
| PFE Pfizer Inc. | Reduce -2.9% | 0.45% | −0.08 |
| VXUS Vanguard Total Intl Stock | Reduce -6.7% | 0.59% | −0.08 |
| CTSH Cognizant Tech Solutions-A | Reduce -30.8% | 0.11% | −0.07 |
| IGF iShares Global Infrastructur | Reduce -1.2% | 0.68% | −0.06 |
| GVI iShares Intermediate Governm | Sold out | 0.00% | −0.06 |
| AOR iShares Core 60/40 Balanced | Reduce -14.6% | 0.26% | −0.06 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -3.2% | 0.34% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.3% | 0.65% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -6.9% | 0.24% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.4% | 0.33% | −0.04 |
| BDX Becton Dickinson and Co. | Reduce -21.0% | 0.10% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.8% | 0.23% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Reduce -5.3% | 0.21% | −0.03 |
| SCHH Schwab US REIT ETF | Reduce -2.3% | 0.19% | −0.03 |
| XLK SS Technology Select Sector | Reduce -1.4% | 0.96% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 1.45% | −0.02 |
| UL Unilever PLC | Reduce -0.0% | 0.40% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -27.4% | 0.04% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -0.9% | 0.25% | −0.02 |
| STT State Street Corp. | Reduce -12.5% | 0.06% | −0.02 |
| CWD Calibercos Inc. | Reduce -29.3% | 0.02% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -2.6% | 0.27% | −0.01 |
| ABT Abbott Laboratories | Reduce -19.0% | 0.05% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.2% | 0.67% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -12.1% | 0.05% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -4.3% | 0.17% | −0.01 |
| MINT PIMCO Enhanced Short Maturit | Reduce -7.8% | 0.06% | −0.01 |
| V Visa Inc. Class A | Reduce -1.0% | 0.30% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -8.7% | 0.11% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -10.0% | 0.09% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -3.1% | 0.10% | −0.00 |
| CVX Chevron Corp. | Reduce -1.8% | 0.06% | −0.00 |
| XLF SS Financial Select Sector | Reduce -1.8% | 0.17% | +0.00 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 0.05% | +0.00 |
| LLY Eli Lilly & Co. | Reduce -14.0% | 0.23% | +0.01 |
| BAC Bank of America Corp. | Reduce -0.4% | 0.95% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 1.35% | +0.08 |
| NVDA Nvidia Corp. | Reduce -9.2% | 0.53% | +0.18 |
Portfolio Buys Q4 2023 → Q1 2024
| XLV SS Health Care Select Sector | Add +64.0% | 1.69% | +0.65 |
| META Meta Platforms Inc. Class A | Add +0.0% | 1.36% | +0.27 |
| EW Edwards Lifesciences Corp. | Add +13.2% | 1.01% | +0.23 |
| ISRG Intuitive Surgical Inc. | Add +11.0% | 1.31% | +0.22 |
| IVV iShares Core S&P 500 ETF | Add +5.2% | 3.01% | +0.17 |
| CASY Casey's General Stores Inc. | Add +9.9% | 1.06% | +0.15 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +1.5% | 1.09% | +0.14 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.5% | 0.75% | +0.14 |
| PGR Progressive Corp. | Add +2.8% | 0.72% | +0.13 |
| CPAY Corpay Inc. | New | 0.13% | +0.13 |
| TM Toyota Motor Corp. -Spon ADR | Add +2.6% | 0.56% | +0.12 |
| TOL Toll Brothers Inc. | Add +37.1% | 0.34% | +0.12 |
| AMZN Amazon.com Inc. | Add +4.7% | 1.02% | +0.12 |
| RSG Republic Services Inc. | Add +10.9% | 0.79% | +0.12 |
| ORCL Oracle Corp. | Add +4.8% | 0.95% | +0.12 |
| XLE SS Energy Select Sector | Add +4.0% | 1.74% | +0.11 |
| VVV Valvoline Inc. | Add +9.1% | 0.71% | +0.11 |
| TS Tenaris SA-ADR | Add +12.3% | 0.70% | +0.10 |
| CHE Chemed Corp. | Add +7.5% | 1.20% | +0.09 |
| TREX Trex Company Inc. | Add +2.5% | 0.73% | +0.08 |
| GPK Graphic Packaging Holding Co. | Add +36.6% | 0.23% | +0.08 |
| LOW Lowe's Cos Inc. | Add +34.5% | 0.24% | +0.07 |
| CHKP Check Point Software Tech | Add +13.3% | 0.66% | +0.07 |
| LEN Lennar Corp. Class A | Add +41.6% | 0.19% | +0.06 |
| URI United Rentals Inc. | Add +40.3% | 0.16% | +0.06 |
| MA Mastercard Inc. Class A | Add +2.2% | 1.15% | +0.06 |
| GNTX Gentex Corp. | Add +9.6% | 0.60% | +0.06 |
| NOW ServiceNow Inc. | Add +42.2% | 0.20% | +0.06 |
| CP Canadian Pacific Kansas City | Add +7.8% | 0.60% | +0.05 |
| MSFT Microsoft Corp. | Add +1.0% | 1.60% | +0.05 |
| RELX Relx PLC - Spon ADR | Add +7.6% | 0.71% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +34.3% | 0.30% | +0.05 |
| NTAP Netapp Inc. | Add +42.3% | 0.13% | +0.05 |
| PH Parker Hannifin Corp. | Add +53.2% | 0.11% | +0.05 |
| GFL GFL Environmental Inc.-Sub VT | Add +37.3% | 0.22% | +0.05 |
| MANH Manhattan Associates Inc. | Add +0.7% | 0.70% | +0.05 |
| BG Bunge Global SA | Add +53.5% | 0.15% | +0.05 |
| SYK Stryker Corp. | Add +50.2% | 0.11% | +0.04 |
| OWL Blue Owl Capital Inc. | Add +42.3% | 0.11% | +0.04 |
| DHR Danaher Corp. | Add +48.7% | 0.14% | +0.04 |
| FBND Fidelity Total Bond ETF | New | 0.04% | +0.04 |
| DRI Darden Restaurants Inc. | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +38.9% | 0.14% | +0.04 |
| EG Everest Group Ltd. | Add +40.8% | 0.13% | +0.04 |
| EQH Equitable Holdings Inc. | Add +42.3% | 0.12% | +0.04 |
| DPZ Domino's Pizza Inc. | Add +42.1% | 0.11% | +0.04 |
| BMRN Biomarin Pharmaceutical Inc. | New | 0.04% | +0.04 |
| HII Huntington Ingalls Industrie | Add +52.7% | 0.09% | +0.03 |
| HD Home Depot Inc. | Add +2.9% | 0.84% | +0.03 |
| XLB SS Materials Select Sector | Add +4.1% | 1.01% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 0 | $0 | |
| Q4 2025 | 134 | $472.5M | IVV, AGG, VMBS, NVDA, IXUS |
| Q3 2025 | 163 | $604.0M | NEOS ETF TRUST, AGG, IVV, NVDA, XLK |
| Q2 2025 | 162 | $575.4M | NEOS ETF TRUST, MUB, AGG, IVV, VMBS |
| Q1 2025 | 158 | $573.1M | AGG, MUB, NEOS ETF TRUST, IVV, VMBS |
| Q4 2024 | 156 | $578.5M | AGG, NEOS ETF TRUST, MUB, IVV, VMBS |
| Q3 2024 | 157 | $571.3M | AGG, NEOS ETF TRUST, MUB, IVV, BIV |
| Q2 2024 | 157 | $529.9M | AGG, NEOS ETF TRUST, MUB, BIV, IVV |
| Q1 2024 | 162 | $535.2M | AGG, NEOS ETF TRUST, MUB, BIV, IVV |