Capital Insight Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 9, 2024), Capital Insight Partners, LLC reported 157 stock positions worth $571.3 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 5.2% of the portfolio, followed by Neos ETF Trust (4.9%) and iShares National Muni Bond E (MUB, 4.8%). Compared with Q2 2024, it opened 6 new positions, sold out of 6, added to 98 and reduced 41. The biggest buy was Vanguard Mortgage-Backed Sec (VMBS, shares +137%) and the biggest sale State Street SPDR Bloomberg (EBND, shares −94%).
- Most Recent 13F
- Q1 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001664385
- Portfolio Value
- $571.3M (Q3 2024)
- SEC Filing
- 0001104659-24-107289 ↗ filed Oct 9, 2024
Holdings Value
Holdings 157 stocks · $571.3M
| AGG iShares Core U.S. Aggregate | 5.24% | 295,648 | $29.9M | Reduce -9.2% |
| NEOS ETF TRUST | 4.93% | 945,691 | $28.2M | Reduce -0.9% |
| MUB iShares National Muni Bond E | 4.76% | 250,278 | $27.2M | Add +4.3% |
| IVV iShares Core S&P 500 ETF | 3.06% | 30,310 | $17.5M | Reduce -1.3% |
| BIV Vanguard Intermediate-Term B | 2.85% | 207,557 | $16.3M | Reduce -17.2% |
| VMBS Vanguard Mortgage-Backed Sec | 2.80% | 338,370 | $16.0M | Add +137.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.63% | 309,025 | $15.0M | Add +1.1% |
| AAPL Apple Inc. | 2.46% | 60,290 | $14.0M | Reduce -0.1% |
| EMB iShares JP Morgan Usd Emergi | 2.28% | 139,217 | $13.0M | Add +91.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.79% | 190,029 | $10.2M | Add +6.6% |
| XLV SS Health Care Select Sector | 1.73% | 64,324 | $9.9M | Add +2.5% |
| XLE SS Energy Select Sector | 1.67% | 108,516 | $9.5M | Add +6.9% |
| SCHC Schwab Intl Small-Cap Equity | 1.66% | 246,073 | $9.5M | Add +2.9% |
| XLP SS Consumer Staples Sel Sect | 1.60% | 110,022 | $9.1M | Add +4.6% |
| META Meta Platforms Inc. Class A | 1.54% | 15,400 | $8.8M | Add +4.2% |
| ISRG Intuitive Surgical Inc. | 1.50% | 17,500 | $8.6M | Add +0.3% |
| MSFT Microsoft Corp. | 1.46% | 19,445 | $8.4M | Add +0.2% |
| IXUS iShares Core Intl Stock ETF | 1.37% | 107,437 | $7.8M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 1.36% | 46,894 | $7.8M | Reduce -0.9% |
| BKNG Booking Holdings Inc. | 1.28% | 1,739 | $7.3M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 1.25% | 33,936 | $7.2M | Reduce -0.1% |
| SPSB SS SPDR P St C Corp. ETF | 1.18% | 222,261 | $6.7M | Add +3.3% |
| ICE Intercontinental Exchange Inc. | 1.16% | 41,394 | $6.6M | Reduce -1.2% |
| ORCL Oracle Corp. | 1.16% | 38,761 | $6.6M | Add +0.4% |
| CASY Casey's General Stores Inc. | 1.15% | 17,502 | $6.6M | Add +1.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.14% | 248,903 | $6.5M | Add +3.4% |
| NVDA Nvidia Corp. | 1.13% | 53,178 | $6.5M | Add +4.8% |
| MA Mastercard Inc. Class A | 1.08% | 12,500 | $6.2M | Add +2.1% |
| CHE Chemed Corp. | 1.06% | 10,094 | $6.1M | Add +3.2% |
| XLB SS Materials Select Sector | 1.05% | 62,279 | $6.0M | Add +5.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.03% | 22,310 | $5.9M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 0.96% | 29,571 | $5.5M | Add +10.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.96% | 46,204 | $5.5M | Add +4.4% |
| XLK SS Technology Select Sector | 0.94% | 23,753 | $5.4M | Reduce -1.6% |
| HON Honeywell International Inc. | 0.93% | 25,840 | $5.3M | Add +3.7% |
| FDS Factset Research Systems Inc. | 0.90% | 11,239 | $5.2M | Add +3.5% |
| UNH Unitedhealth Group Inc. | 0.90% | 8,767 | $5.1M | Add +2.7% |
| XLRE SS Real Estate Select Sector | 0.89% | 113,530 | $5.1M | Add +6.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.85% | 122,900 | $4.9M | Reduce -0.7% |
| HD Home Depot Inc. | 0.85% | 11,940 | $4.8M | Add +3.6% |
| ODFL Old Dominion Freight Line | 0.85% | 24,330 | $4.8M | Add +4.9% |
| RSG Republic Services Inc. | 0.84% | 23,923 | $4.8M | Add +6.8% |
| CCOI Cogent Communications Holdin | 0.84% | 62,952 | $4.8M | Add +0.5% |
| CHKP Check Point Software Tech | 0.79% | 23,519 | $4.5M | Add +5.6% |
| PGR Progressive Corp. | 0.78% | 17,494 | $4.4M | Add +0.6% |
| LOGI Logitech International-Reg | 0.75% | 47,836 | $4.3M | Add +5.7% |
| ON On Semiconductor | 0.75% | 58,656 | $4.3M | Add +2.0% |
| IGF iShares Global Infrastructur | 0.73% | 76,898 | $4.2M | Add +0.2% |
| MANH Manhattan Associates Inc. | 0.72% | 14,538 | $4.1M | Add +1.3% |
| RELX Relx PLC - Spon ADR | 0.71% | 85,801 | $4.1M | Add +0.9% |
| NDSN Nordson Corp. | 0.70% | 15,293 | $4.0M | Add +5.8% |
| EW Edwards Lifesciences Corp. | 0.70% | 60,328 | $4.0M | Add +7.7% |
| VVV Valvoline Inc. | 0.66% | 89,853 | $3.8M | Add +2.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.66% | 13,245 | $3.8M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.65% | 6,514 | $3.7M | Reduce -1.7% |
| CMCSA Comcast Corp. Class A | 0.65% | 88,351 | $3.7M | Add +3.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.63% | 4,287 | $3.6M | Add +3.2% |
| TS Tenaris SA-ADR | 0.62% | 112,277 | $3.6M | Add +11.1% |
| SCHA Schwab US Small-Cap ETF | 0.60% | 66,818 | $3.4M | Reduce -1.6% |
| CP Canadian Pacific Kansas City | 0.56% | 37,658 | $3.2M | Add +3.2% |
| VXUS Vanguard Total Intl Stock | 0.55% | 48,719 | $3.2M | Reduce -0.5% |
| NVS Novartis AG-Sponsored ADR | 0.54% | 26,932 | $3.1M | Add +19.1% |
| SWKS Skyworks Solutions Inc. | 0.54% | 30,979 | $3.1M | Add +6.3% |
| HDB HDFC Bank Ltd.-ADR | 0.53% | 48,398 | $3.0M | Add +1.1% |
| FCN Fti Consulting Inc. | 0.52% | 13,099 | $3.0M | Add +8.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.50% | 24,400 | $2.9M | Add +4.8% |
| GNTX Gentex Corp. | 0.50% | 96,322 | $2.9M | Add +7.4% |
| UL Unilever PLC | 0.48% | 42,444 | $2.8M | Reduce -0.1% |
| NKE Nike Inc. Class B | 0.48% | 30,742 | $2.7M | Add +11.3% |
| TREX Trex Company Inc. | 0.47% | 40,167 | $2.7M | Add +7.1% |
| TOL Toll Brothers Inc. | 0.40% | 14,919 | $2.3M | Add +4.0% |
| TM Toyota Motor Corp. -Spon ADR | 0.39% | 12,587 | $2.2M | Add +7.2% |
| IBB iShares Biotechnology ETF | 0.37% | 14,431 | $2.1M | Add +5.4% |
| PANW Palo Alto Networks Inc. | 0.36% | 6,040 | $2.1M | Add +3.5% |
| BND Vanguard Total Bond Market | 0.30% | 22,953 | $1.7M | Reduce -4.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.28% | 30,541 | $1.6M | Reduce -7.3% |
| AOA iShares Core 80/20 Aggressiv | 0.28% | 19,936 | $1.6M | Add +1.9% |
| V Visa Inc. Class A | 0.27% | 5,593 | $1.5M | Reduce -3.5% |
| GFL GFL Environmental Inc.-Sub VT | 0.26% | 36,962 | $1.5M | Add +3.7% |
| XLY SS Consumer Disc Select Sect | 0.25% | 7,196 | $1.4M | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 0.25% | 5,304 | $1.4M | Add +3.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.25% | 27,610 | $1.4M | Add +14.0% |
| AOR iShares Core 60/40 Balanced | 0.24% | 23,563 | $1.4M | Reduce -2.8% |
| GPK Graphic Packaging Holding Co. | 0.23% | 45,260 | $1.3M | Add +3.7% |
| NOW ServiceNow Inc. | 0.23% | 1,466 | $1.3M | Add +4.0% |
| HCA HCA Healthcare Inc. | 0.23% | 3,181 | $1.3M | Add +3.9% |
| LLY Eli Lilly & Co. | 0.22% | 1,424 | $1.3M | Reduce -5.9% |
| LEN Lennar Corp. Class A | 0.21% | 6,310 | $1.2M | Add +4.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.21% | 14,836 | $1.2M | Reduce -3.4% |
| ACGL Arch Capital Group Ltd. | 0.20% | 10,000 | $1.1M | No change |
| COST Costco Wholesale Corp. | 0.19% | 1,221 | $1.1M | Add +3.3% |
| SCHH Schwab US REIT ETF | 0.19% | 46,050 | $1.1M | Reduce -0.6% |
| AVGO Broadcom Inc. | 0.19% | 6,166 | $1.1M | Add +18.8% |
| URI United Rentals Inc. | 0.18% | 1,293 | $1.0M | Add +3.9% |
| BSV Vanguard Short-Term Bond ETF | 0.18% | 13,290 | $1.0M | Reduce -12.7% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.18% | 20,889 | $1.0M | Add +1.2% |
| XLF SS Financial Select Sector | 0.17% | 21,189 | $960K | Reduce -1.4% |
| TSCO Tractor Supply Company | 0.17% | 3,294 | $958K | No change |
| ZTS Zoetis Inc. | 0.17% | 4,904 | $958K | Reduce -5.9% |
| XLI SS Industrial Select Sector | 0.16% | 6,625 | $897K | Add +2.5% |
Portfolio Sells Q2 2024 → Q3 2024
| EBND State Street SPDR Bloomberg | Reduce -94.2% | 0.05% | −0.90 |
| AGG iShares Core U.S. Aggregate | Reduce -9.2% | 5.24% | −0.72 |
| BIV Vanguard Intermediate-Term B | Reduce -17.2% | 2.85% | −0.70 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 1.36% | −0.26 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 3.06% | −0.11 |
| NEOS ETF TRUST | Reduce -0.9% | 4.93% | −0.10 |
| XLK SS Technology Select Sector | Reduce -1.6% | 0.94% | −0.09 |
| BAC Bank of America Corp. | Reduce -0.7% | 0.85% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.05 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.05 |
| SUB iShares Short-Term National | Reduce -46.9% | 0.04% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 1.25% | −0.04 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.04 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.04 |
| BMRN Biomarin Pharmaceutical Inc. | Sold out | 0.00% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -5.9% | 0.22% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -12.7% | 0.18% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -7.3% | 0.28% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 0.15% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 0.65% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -4.0% | 0.30% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.4% | 1.37% | −0.02 |
| V Visa Inc. Class A | Reduce -3.5% | 0.27% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.4% | 0.21% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.66% | −0.02 |
| AOR iShares Core 60/40 Balanced | Reduce -2.8% | 0.24% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -16.8% | 0.04% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -10.1% | 0.04% | −0.01 |
| STT State Street Corp. | Reduce -24.9% | 0.04% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.6% | 0.60% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.6% | 1.03% | −0.01 |
| CWD Calibercos Inc. | Reduce -32.1% | 0.01% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -0.5% | 0.55% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -1.0% | 0.07% | −0.00 |
| ZTS Zoetis Inc. | Reduce -5.9% | 0.17% | −0.00 |
| FBND Fidelity Total Bond ETF | Reduce -0.1% | 0.04% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -1.4% | 0.04% | −0.00 |
| KO The Coca-Cola Co. | Reduce -5.3% | 0.05% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.5% | 0.09% | +0.00 |
| XLF SS Financial Select Sector | Reduce -1.4% | 0.17% | +0.00 |
| XLY SS Consumer Disc Select Sect | Reduce -0.2% | 0.25% | +0.00 |
| MCD McDonald's Corp. | Reduce -4.2% | 0.09% | +0.01 |
| SCHH Schwab US REIT ETF | Reduce -0.6% | 0.19% | +0.01 |
| UL Unilever PLC | Reduce -0.1% | 0.48% | +0.04 |
| AAPL Apple Inc. | Reduce -0.1% | 2.46% | +0.06 |
| ICE Intercontinental Exchange Inc. | Reduce -1.2% | 1.16% | +0.08 |
Portfolio Buys Q2 2024 → Q3 2024
| VMBS Vanguard Mortgage-Backed Sec | Add +137.1% | 2.80% | +1.57 |
| EMB iShares JP Morgan Usd Emergi | Add +91.9% | 2.28% | +1.07 |
| CCOI Cogent Communications Holdin | Add +0.5% | 0.84% | +0.17 |
| META Meta Platforms Inc. Class A | Add +4.2% | 1.54% | +0.14 |
| ORCL Oracle Corp. | Add +0.4% | 1.16% | +0.13 |
| XLRE SS Real Estate Select Sector | Add +6.5% | 0.89% | +0.11 |
| CHKP Check Point Software Tech | Add +5.6% | 0.79% | +0.10 |
| HD Home Depot Inc. | Add +3.6% | 0.85% | +0.10 |
| PGR Progressive Corp. | Add +0.6% | 0.78% | +0.10 |
| TOL Toll Brothers Inc. | Add +4.0% | 0.40% | +0.09 |
| NVS Novartis AG-Sponsored ADR | Add +19.1% | 0.54% | +0.09 |
| NKE Nike Inc. Class B | Add +11.3% | 0.48% | +0.08 |
| XLP SS Consumer Staples Sel Sect | Add +4.6% | 1.60% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +2.7% | 0.90% | +0.08 |
| ODFL Old Dominion Freight Line | Add +4.9% | 0.85% | +0.07 |
| OSK Oshkosh Corp. | New | 0.07% | +0.07 |
| NDSN Nordson Corp. | Add +5.8% | 0.70% | +0.07 |
| FDS Factset Research Systems Inc. | Add +3.5% | 0.90% | +0.07 |
| SMFG Sumitomo Mitsui-Spons ADR | New | 0.07% | +0.07 |
| XLB SS Materials Select Sector | Add +5.4% | 1.05% | +0.07 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +6.6% | 1.79% | +0.06 |
| MA Mastercard Inc. Class A | Add +2.1% | 1.08% | +0.06 |
| CHE Chemed Corp. | Add +3.2% | 1.06% | +0.06 |
| SCHC Schwab Intl Small-Cap Equity | Add +2.9% | 1.66% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | New | 0.05% | +0.05 |
| MANH Manhattan Associates Inc. | Add +1.3% | 0.72% | +0.05 |
| TEVA Teva Pharmaceutical-SP ADR | New | 0.04% | +0.04 |
| TS Tenaris SA-ADR | Add +11.1% | 0.62% | +0.04 |
| HCA HCA Healthcare Inc. | Add +3.9% | 0.23% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +0.3% | 1.50% | +0.04 |
| IGF iShares Global Infrastructur | Add +0.2% | 0.73% | +0.04 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.04% | +0.04 |
| LOW Lowe's Cos Inc. | Add +3.6% | 0.25% | +0.04 |
| LEN Lennar Corp. Class A | Add +4.0% | 0.21% | +0.04 |
| SCHM Schwab US Mid Cap ETF | New | 0.04% | +0.04 |
| URI United Rentals Inc. | Add +3.9% | 0.18% | +0.03 |
| FCN Fti Consulting Inc. | Add +8.4% | 0.52% | +0.03 |
| AVGO Broadcom Inc. | Add +18.8% | 0.19% | +0.03 |
| AFL Aflac Inc. | Add +4.0% | 0.16% | +0.03 |
| PH Parker Hannifin Corp. | Add +3.6% | 0.13% | +0.02 |
| CP Canadian Pacific Kansas City | Add +3.2% | 0.56% | +0.02 |
| NOW ServiceNow Inc. | Add +4.0% | 0.23% | +0.02 |
| RSG Republic Services Inc. | Add +6.8% | 0.84% | +0.02 |
| GPK Graphic Packaging Holding Co. | Add +3.7% | 0.23% | +0.02 |
| TJX TJX Companies Inc. | Add +4.8% | 0.50% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.0% | 0.25% | +0.02 |
| AMT American Tower Corp. | Add +3.2% | 0.13% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Add +18.4% | 0.13% | +0.02 |
| CMCSA Comcast Corp. Class A | Add +3.5% | 0.65% | +0.02 |
| CPAY Corpay Inc. | Add +3.9% | 0.13% | +0.01 |
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 |