Capital Insight Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Capital Insight Partners, LLC reported 157 stock positions worth $529.9 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 6.0% of the portfolio, followed by Neos ETF Trust (5.0%) and iShares National Muni Bond E (MUB, 4.8%). Compared with Q1 2024, it opened 6 new positions, sold out of 11, added to 69 and reduced 77. The biggest buy was SS Consumer Staples Sel Sect (XLP, shares +480%) and the biggest sale State Street SPDR Bloomberg (EBND, shares −55%).
- Most Recent 13F
- Q1 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001664385
- Portfolio Value
- $529.9M (Q2 2024)
- SEC Filing
- 0001104659-24-082238 ↗ filed Jul 24, 2024
Holdings Value
Holdings 157 stocks · $529.9M
| AGG iShares Core U.S. Aggregate | 5.96% | 325,545 | $31.6M | Reduce -9.2% |
| NEOS ETF TRUST | 5.03% | 953,878 | $26.7M | Reduce -2.7% |
| MUB iShares National Muni Bond E | 4.82% | 239,935 | $25.6M | Reduce -2.0% |
| BIV Vanguard Intermediate-Term B | 3.54% | 250,631 | $18.8M | Reduce -13.6% |
| IVV iShares Core S&P 500 ETF | 3.17% | 30,697 | $16.8M | Add +0.0% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.73% | 305,544 | $14.5M | Reduce -0.8% |
| AAPL Apple Inc. | 2.40% | 60,371 | $12.7M | Reduce -7.4% |
| XLE SS Energy Select Sector | 1.75% | 101,490 | $9.3M | Add +2.9% |
| XLV SS Health Care Select Sector | 1.73% | 62,762 | $9.1M | Add +2.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.72% | 178,222 | $9.1M | Add +1.2% |
| MSFT Microsoft Corp. | 1.64% | 19,400 | $8.7M | Reduce -4.9% |
| GOOGL Alphabet Inc. Class A | 1.63% | 47,303 | $8.6M | Reduce -7.8% |
| SCHC Schwab Intl Small-Cap Equity | 1.61% | 239,151 | $8.5M | Reduce -1.6% |
| XLP SS Consumer Staples Sel Sect | 1.52% | 105,197 | $8.1M | Add +479.7% |
| ISRG Intuitive Surgical Inc. | 1.46% | 17,445 | $7.8M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 1.41% | 14,787 | $7.5M | Reduce -1.2% |
| IXUS iShares Core Intl Stock ETF | 1.39% | 108,908 | $7.4M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 1.30% | 33,973 | $6.9M | Reduce -5.6% |
| BKNG Booking Holdings Inc. | 1.29% | 1,728 | $6.8M | Reduce -4.3% |
| CASY Casey's General Stores Inc. | 1.24% | 17,253 | $6.6M | Reduce -3.3% |
| VMBS Vanguard Mortgage-Backed Sec | 1.22% | 142,735 | $6.5M | New |
| EMB iShares JP Morgan Usd Emergi | 1.21% | 72,544 | $6.4M | New |
| SPSB SS SPDR P St C Corp. ETF | 1.21% | 215,089 | $6.4M | Add +0.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.19% | 44,275 | $6.3M | Reduce -2.5% |
| NVDA Nvidia Corp. | 1.18% | 50,718 | $6.3M | Add +62.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.16% | 240,723 | $6.1M | Reduce -1.7% |
| ICE Intercontinental Exchange Inc. | 1.08% | 41,902 | $5.7M | Reduce -1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.04% | 22,680 | $5.5M | Add +0.1% |
| XLK SS Technology Select Sector | 1.03% | 24,131 | $5.5M | Reduce -2.1% |
| ORCL Oracle Corp. | 1.03% | 38,619 | $5.5M | Reduce -4.3% |
| MA Mastercard Inc. Class A | 1.02% | 12,239 | $5.4M | Reduce -4.2% |
| HON Honeywell International Inc. | 1.00% | 24,908 | $5.3M | Reduce -3.9% |
| CHE Chemed Corp. | 1.00% | 9,780 | $5.3M | Reduce -1.9% |
| XLB SS Materials Select Sector | 0.99% | 59,105 | $5.2M | Add +2.0% |
| EW Edwards Lifesciences Corp. | 0.98% | 56,038 | $5.2M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.97% | 26,690 | $5.2M | Reduce -11.8% |
| EBND State Street SPDR Bloomberg | 0.95% | 253,242 | $5.0M | Reduce -54.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.93% | 123,784 | $4.9M | Reduce -7.8% |
| FDS Factset Research Systems Inc. | 0.84% | 10,857 | $4.4M | Reduce -1.9% |
| LOGI Logitech International-Reg | 0.83% | 45,253 | $4.4M | Add +0.8% |
| RSG Republic Services Inc. | 0.82% | 22,404 | $4.4M | Add +1.2% |
| UNH Unitedhealth Group Inc. | 0.82% | 8,536 | $4.3M | Reduce -5.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.80% | 4,155 | $4.2M | Add +0.5% |
| XLRE SS Real Estate Select Sector | 0.77% | 106,645 | $4.1M | Add +2.2% |
| ODFL Old Dominion Freight Line | 0.77% | 23,186 | $4.1M | Reduce -2.5% |
| HD Home Depot Inc. | 0.75% | 11,523 | $4.0M | Reduce -1.4% |
| ON On Semiconductor | 0.74% | 57,477 | $3.9M | Reduce -0.4% |
| RELX Relx PLC - Spon ADR | 0.74% | 84,998 | $3.9M | Reduce -3.0% |
| VVV Valvoline Inc. | 0.71% | 87,311 | $3.8M | Add +1.7% |
| IGF iShares Global Infrastructur | 0.69% | 76,724 | $3.7M | Add +0.4% |
| CHKP Check Point Software Tech | 0.69% | 22,278 | $3.7M | Add +4.0% |
| PGR Progressive Corp. | 0.68% | 17,395 | $3.6M | Reduce -6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 6,625 | $3.6M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 13,342 | $3.6M | Reduce -3.2% |
| MANH Manhattan Associates Inc. | 0.67% | 14,347 | $3.5M | Reduce -4.2% |
| CCOI Cogent Communications Holdin | 0.67% | 62,621 | $3.5M | Add +0.8% |
| NDSN Nordson Corp. | 0.63% | 14,458 | $3.4M | Reduce -1.8% |
| CMCSA Comcast Corp. Class A | 0.63% | 85,349 | $3.3M | Reduce -3.0% |
| SCHA Schwab US Small-Cap ETF | 0.61% | 67,932 | $3.2M | Reduce -0.1% |
| SWKS Skyworks Solutions Inc. | 0.59% | 29,144 | $3.1M | Add +0.4% |
| TS Tenaris SA-ADR | 0.58% | 101,098 | $3.1M | Add +5.3% |
| HDB HDFC Bank Ltd.-ADR | 0.58% | 47,848 | $3.1M | Reduce -4.0% |
| GNTX Gentex Corp. | 0.57% | 89,662 | $3.0M | Add +1.0% |
| VXUS Vanguard Total Intl Stock | 0.56% | 48,977 | $3.0M | Reduce -6.2% |
| CP Canadian Pacific Kansas City | 0.54% | 36,494 | $2.9M | Add +0.9% |
| TREX Trex Company Inc. | 0.52% | 37,514 | $2.8M | Reduce -4.0% |
| FCN Fti Consulting Inc. | 0.49% | 12,088 | $2.6M | Reduce -2.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.48% | 23,289 | $2.6M | Add +1.5% |
| NVS Novartis AG-Sponsored ADR | 0.45% | 22,615 | $2.4M | New |
| TM Toyota Motor Corp. -Spon ADR | 0.45% | 11,743 | $2.4M | Reduce -1.1% |
| UL Unilever PLC | 0.44% | 42,491 | $2.3M | Reduce -1.2% |
| NKE Nike Inc. Class B | 0.39% | 27,616 | $2.1M | Add +4.0% |
| PANW Palo Alto Networks Inc. | 0.37% | 5,837 | $2.0M | Add +2.4% |
| IBB iShares Biotechnology ETF | 0.35% | 13,692 | $1.9M | Add +5.9% |
| BND Vanguard Total Bond Market | 0.33% | 23,910 | $1.7M | Reduce -5.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.32% | 32,948 | $1.7M | Reduce -4.3% |
| TOL Toll Brothers Inc. | 0.31% | 14,351 | $1.7M | Add +2.5% |
| V Visa Inc. Class A | 0.29% | 5,798 | $1.5M | Add +2.4% |
| AOA iShares Core 80/20 Aggressiv | 0.28% | 19,567 | $1.5M | Add +1.0% |
| GFL GFL Environmental Inc.-Sub VT | 0.26% | 35,650 | $1.4M | Add +2.4% |
| LLY Eli Lilly & Co. | 0.26% | 1,514 | $1.4M | Reduce -4.7% |
| AOR iShares Core 60/40 Balanced | 0.26% | 24,231 | $1.4M | Reduce -1.7% |
| XLY SS Consumer Disc Select Sect | 0.25% | 7,211 | $1.3M | Reduce -0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 24,219 | $1.2M | Reduce -5.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.22% | 15,353 | $1.2M | Reduce -2.7% |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 15,223 | $1.2M | Reduce -8.9% |
| GPK Graphic Packaging Holding Co. | 0.22% | 43,660 | $1.1M | Add +2.0% |
| LOW Lowe's Cos Inc. | 0.21% | 5,120 | $1.1M | Add +2.3% |
| NOW ServiceNow Inc. | 0.21% | 1,410 | $1.1M | Add +2.5% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.19% | 20,650 | $1.0M | Reduce -15.3% |
| ACGL Arch Capital Group Ltd. | 0.19% | 10,000 | $1.0M | No change |
| COST Costco Wholesale Corp. | 0.19% | 1,182 | $1.0M | Add +12.3% |
| HCA HCA Healthcare Inc. | 0.19% | 3,061 | $983K | New |
| GOOG Alphabet Inc. Class C | 0.18% | 5,303 | $973K | Reduce -11.5% |
| SCHH Schwab US REIT ETF | 0.17% | 46,317 | $925K | Reduce -5.5% |
| LEN Lennar Corp. Class A | 0.17% | 6,070 | $910K | Add +2.5% |
| ZTS Zoetis Inc. | 0.17% | 5,211 | $903K | Add +2.1% |
| TSCO Tractor Supply Company | 0.17% | 3,294 | $889K | Reduce -1.7% |
| XLF SS Financial Select Sector | 0.17% | 21,489 | $883K | Reduce -1.6% |
| NTAP Netapp Inc. | 0.17% | 6,806 | $877K | Add +2.6% |
Portfolio Sells Q1 2024 → Q2 2024
| EBND State Street SPDR Bloomberg | Reduce -54.6% | 0.95% | −1.18 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.75 |
| AGG iShares Core U.S. Aggregate | Reduce -9.2% | 5.96% | −0.59 |
| BIV Vanguard Intermediate-Term B | Reduce -13.6% | 3.54% | −0.54 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.49 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.45 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.21 |
| TREX Trex Company Inc. | Reduce -4.0% | 0.52% | −0.20 |
| ODFL Old Dominion Freight Line | Reduce -2.5% | 0.77% | −0.20 |
| CHE Chemed Corp. | Reduce -1.9% | 1.00% | −0.19 |
| HUM Humana Inc. | Sold out | 0.00% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -4.2% | 1.02% | −0.13 |
| IWF iShares Russell 1000 Growth | Reduce -66.5% | 0.07% | −0.12 |
| NDSN Nordson Corp. | Reduce -1.8% | 0.63% | −0.12 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -1.1% | 0.45% | −0.10 |
| FDS Factset Research Systems Inc. | Reduce -1.9% | 0.84% | −0.10 |
| MUB iShares National Muni Bond E | Reduce -2.0% | 4.82% | −0.10 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.10 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.10 |
| HD Home Depot Inc. | Reduce -1.4% | 0.75% | −0.09 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -3.0% | 0.63% | −0.08 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.06 |
| NEOS ETF TRUST | Reduce -2.7% | 5.03% | −0.06 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -5.6% | 1.30% | −0.05 |
| ON On Semiconductor | Reduce -0.4% | 0.74% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -11.8% | 0.97% | −0.05 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -42.0% | 0.05% | −0.04 |
| PGR Progressive Corp. | Reduce -6.3% | 0.68% | −0.04 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -15.3% | 0.19% | −0.03 |
| MANH Manhattan Associates Inc. | Reduce -4.2% | 0.67% | −0.03 |
| EW Edwards Lifesciences Corp. | Reduce -0.8% | 0.98% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -6.2% | 0.56% | −0.03 |
| BAC Bank of America Corp. | Reduce -7.8% | 0.93% | −0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -1.7% | 1.16% | −0.02 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -1.6% | 1.61% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -8.9% | 0.22% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -5.7% | 0.33% | −0.02 |
| STT State Street Corp. | Reduce -27.3% | 0.04% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.1% | 0.61% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -5.6% | 0.82% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -5.9% | 0.23% | −0.01 |
| JNJ Johnson & Johnson | Reduce -20.3% | 0.04% | −0.01 |
| SCHH Schwab US REIT ETF | Reduce -5.5% | 0.17% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -4.3% | 0.32% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -1.5% | 1.08% | −0.01 |
| SUB iShares Short-Term National | Reduce -9.8% | 0.09% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.09% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| XLP SS Consumer Staples Sel Sect | Add +479.7% | 1.52% | +1.26 |
| VMBS Vanguard Mortgage-Backed Sec | New | 1.22% | +1.22 |
| EMB iShares JP Morgan Usd Emergi | New | 1.21% | +1.21 |
| NVDA Nvidia Corp. | Add +62.5% | 1.18% | +0.66 |
| NVS Novartis AG-Sponsored ADR | New | 0.45% | +0.45 |
| HCA HCA Healthcare Inc. | New | 0.19% | +0.19 |
| IVV iShares Core S&P 500 ETF | Add +0.0% | 3.17% | +0.16 |
| CMF iShares California Muni Bond | New | 0.10% | +0.10 |
| LOGI Logitech International-Reg | Add +0.8% | 0.83% | +0.08 |
| PANW Palo Alto Networks Inc. | Add +2.4% | 0.37% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.5% | 0.80% | +0.05 |
| AVGO Broadcom Inc. | Add +21.0% | 0.16% | +0.05 |
| TJX TJX Companies Inc. | Add +1.5% | 0.48% | +0.05 |
| COST Costco Wholesale Corp. | Add +12.3% | 0.19% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | New | 0.04% | +0.04 |
| XLV SS Health Care Select Sector | Add +2.6% | 1.73% | +0.04 |
| GFL GFL Environmental Inc.-Sub VT | Add +2.4% | 0.26% | +0.04 |
| CHKP Check Point Software Tech | Add +4.0% | 0.69% | +0.04 |
| NTAP Netapp Inc. | Add +2.6% | 0.17% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +58.9% | 0.09% | +0.03 |
| RSG Republic Services Inc. | Add +1.2% | 0.82% | +0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1.2% | 1.72% | +0.03 |
| IBB iShares Biotechnology ETF | Add +5.9% | 0.35% | +0.02 |
| SPSB SS SPDR P St C Corp. ETF | Add +0.9% | 1.21% | +0.02 |
| XLI SS Industrial Select Sector | Add +13.7% | 0.15% | +0.01 |
| EQH Equitable Holdings Inc. | Add +2.6% | 0.14% | +0.01 |
| IGF iShares Global Infrastructur | Add +0.4% | 0.69% | +0.01 |
| NOW ServiceNow Inc. | Add +2.5% | 0.21% | +0.01 |
| BG Bunge Global SA | Add +2.1% | 0.16% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +1.0% | 0.28% | +0.01 |
| AFL Aflac Inc. | Add +2.5% | 0.13% | +0.01 |
| ZTS Zoetis Inc. | Add +2.1% | 0.17% | +0.01 |
| DDOG Datadog Inc. Class A | Add +2.5% | 0.11% | +0.01 |
| DPZ Domino's Pizza Inc. | Add +2.5% | 0.12% | +0.01 |
| DHR Danaher Corp. | Add +4.2% | 0.15% | +0.01 |
| FCX Freeport-McMoran Inc. | Add +2.5% | 0.11% | +0.01 |
| LOPE Grand Canyon Education Inc. | Add +2.5% | 0.11% | +0.01 |
| XLE SS Energy Select Sector | Add +2.9% | 1.75% | +0.01 |
| COLD Americold Realty Trust Inc. | Add +2.5% | 0.07% | +0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.1% | 0.13% | +0.00 |
| ENR Energizer Holdings Inc. | Add +2.5% | 0.07% | +0.00 |
| XLRE SS Real Estate Select Sector | Add +2.2% | 0.77% | +0.00 |
| EOG EOG Resources Inc. | Add +2.5% | 0.10% | +0.00 |
| AMT American Tower Corp. | Add +2.0% | 0.11% | +0.00 |
| MINT PIMCO Enhanced Short Maturit | Add +1.1% | 0.06% | +0.00 |
| SYK Stryker Corp. | Add +4.7% | 0.11% | +0.00 |
| FBND Fidelity Total Bond ETF | Add +0.1% | 0.04% | +0.00 |
| SCHV Schwab US Large-Cap Value | Add +1.2% | 0.12% | −0.00 |
| BMRN Biomarin Pharmaceutical Inc. | Add +2.5% | 0.04% | −0.00 |
| EG Everest Group Ltd. | Add +2.5% | 0.13% | −0.00 |
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 |