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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $535.2M Q1 2024 Q2 2024: $529.9M Q2 2024 Q3 2024: $571.3M $571.3M Q3 2024 Q4 2024: $578.5M Q4 2024 Q1 2025: $573.1M Q1 2025 Q2 2025: $575.4M Q2 2025 Q3 2025: $604.0M Q3 2025 Q4 2025: $472.5M Q4 2025 Q1 2026: $0 Q1 2026

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%
AFL Aflac Inc. 0.16% 7,997 $894K Add +4.0%
DHR Danaher Corp. 0.16% 3,201 $890K Add +3.6%
GOOG Alphabet Inc. Class C 0.15% 5,263 $880K Reduce -0.8%
NTAP Netapp Inc. 0.15% 7,078 $874K Add +4.0%
BG Bunge Global SA 0.14% 8,410 $813K Add +3.6%
SCHZ Schwab US Aggregate Bond ETF 0.14% 16,871 $802K Add +10.8%
EQH Equitable Holdings Inc. 0.13% 18,316 $770K Add +4.0%
PH Parker Hannifin Corp. 0.13% 1,199 $758K Add +3.6%
EG Everest Group Ltd. 0.13% 1,928 $755K Add +3.9%
SCHG Schwab US Large-Cap Growth 0.13% 7,212 $751K Add +18.4%
VNQ Vanguard Real Estate ETF 0.13% 7,538 $734K No change
CPAY Corpay Inc. 0.13% 2,343 $733K Add +3.9%
SCHV Schwab US Large-Cap Value 0.13% 9,061 $728K Add +1.5%
AMT American Tower Corp. 0.13% 3,093 $719K Add +3.2%
VGT Vanguard Info Tech ETF 0.12% 1,200 $704K No change
CTSH Cognizant Tech Solutions-A 0.12% 8,782 $678K Add +4.0%
SYK Stryker Corp. 0.12% 1,858 $671K Add +3.9%
OWL Blue Owl Capital Inc. 0.12% 33,941 $657K Add +4.0%
DPZ Domino's Pizza Inc. 0.11% 1,526 $656K Add +26.6%
FCX Freeport-McMoran Inc. 0.11% 12,758 $637K Add +5.3%
LOPE Grand Canyon Education Inc. 0.11% 4,397 $624K Add +4.0%
COP Conocophillips 0.10% 5,700 $600K Add +1.9%
VDE Vanguard Energy ETF 0.10% 4,823 $591K No change
CMF iShares California Muni Bond 0.10% 9,725 $565K No change
DDOG Datadog Inc. Class A 0.10% 4,813 $554K Add +4.0%
EOG EOG Resources Inc. 0.09% 4,387 $539K Add +4.0%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 1,165 $536K Reduce -4.5%
MCD McDonald's Corp. 0.09% 1,723 $525K Reduce -4.2%
HII Huntington Ingalls Industrie 0.09% 1,907 $504K Add +3.5%
TRMB Trimble Inc. 0.08% 7,295 $453K Add +4.0%
COLD Americold Realty Trust Inc. 0.08% 15,882 $449K Add +4.0%
AGCO Agco Corp. 0.08% 4,577 $448K Add +4.0%
ENR Energizer Holdings Inc. 0.08% 13,812 $439K Add +4.0%
OSK Oshkosh Corp. 0.07% 4,143 $415K New
SMFG Sumitomo Mitsui-Spons ADR 0.07% 30,742 $388K New
IWF iShares Russell 1000 Growth 0.07% 1,025 $385K Reduce -1.0%
MINT PIMCO Enhanced Short Maturit 0.06% 3,294 $332K Add +9.9%
EBND State Street SPDR Bloomberg 0.05% 14,607 $311K Reduce -94.2%
SCHO Schwab Short-Term US Treas 0.05% 6,262 $307K No change
QUAL iShares MSCI USA Quality Fac 0.05% 1,688 $303K New
SCHB Schwab US Broad Market ETF 0.05% 4,406 $293K No change
KO The Coca-Cola Co. 0.05% 3,823 $275K Reduce -5.3%
DXCM Dexcom Inc. 0.04% 3,834 $257K Add +3.9%
PAVE Global X US Infrastructure 0.04% 6,209 $256K No change
SUB iShares Short-Term National 0.04% 2,403 $255K Reduce -46.9%
XOM Exxon Mobil Corp. 0.04% 2,164 $254K Reduce -10.1%
TEVA Teva Pharmaceutical-SP ADR 0.04% 14,000 $252K New
IWM iShares Russell 2000 ETF 0.04% 1,125 $249K No change
FBND Fidelity Total Bond ETF 0.04% 5,049 $236K Reduce -0.1%
F Ford Motor Co. filed as FORD MTR CO 0.04% 21,006 $222K No change
DRI Darden Restaurants Inc. 0.04% 1,349 $221K No change
VOO Vanguard S&P 500 ETF 0.04% 418 $221K Reduce -1.4%
USMV iShares MSCI USA Min Vol Fac 0.04% 2,409 $220K New
IJH iShares Core S&P Midcap ETF 0.04% 3,365 $210K Reduce -16.8%
STT State Street Corp. 0.04% 2,334 $206K Reduce -24.9%
SCHM Schwab US Mid Cap ETF 0.04% 2,433 $202K New
CWD Calibercos Inc. 0.01% 47,194 $29K Reduce -32.1%

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

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 0$0
Q4 2025 134$472.5MIVV, AGG, VMBS, NVDA, IXUS
Q3 2025 163$604.0MNEOS ETF TRUST, AGG, IVV, NVDA, XLK
Q2 2025 162$575.4MNEOS ETF TRUST, MUB, AGG, IVV, VMBS
Q1 2025 158$573.1MAGG, MUB, NEOS ETF TRUST, IVV, VMBS
Q4 2024 156$578.5MAGG, NEOS ETF TRUST, MUB, IVV, VMBS
Q3 2024 157$571.3MAGG, NEOS ETF TRUST, MUB, IVV, BIV
Q2 2024 157$529.9MAGG, NEOS ETF TRUST, MUB, BIV, IVV
Q1 2024 162$535.2MAGG, NEOS ETF TRUST, MUB, BIV, IVV