Capital Insight Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Capital Insight Partners, LLC reported 156 stock positions worth $578.5 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 5.1% of the portfolio, followed by Neos ETF Trust (5.0%) and iShares National Muni Bond E (MUB, 4.7%). Compared with Q3 2024, it opened 6 new positions, sold out of 7, added to 103 and reduced 37. The biggest buy was Tractor Supply (TSCO, shares +445%) and the biggest sale Schwab Intl Small-Cap Equity (SCHC, shares −12%).
- Most Recent 13F
- Q1 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001664385
- Portfolio Value
- $578.5M (Q4 2024)
- SEC Filing
- 0001104659-25-005828 ↗ filed Jan 24, 2025
Holdings Value
Holdings 156 stocks · $578.5M
| AGG iShares Core U.S. Aggregate | 5.08% | 303,403 | $29.4M | Add +2.6% |
| NEOS ETF TRUST | 5.02% | 1,006,479 | $29.0M | Add +6.4% |
| MUB iShares National Muni Bond E | 4.71% | 255,976 | $27.3M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 2.97% | 29,167 | $17.2M | Reduce -3.8% |
| VMBS Vanguard Mortgage-Backed Sec | 2.83% | 361,723 | $16.4M | Add +6.9% |
| BIV Vanguard Intermediate-Term B | 2.72% | 210,757 | $15.7M | Add +1.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.63% | 318,526 | $15.2M | Add +3.1% |
| AAPL Apple Inc. | 2.61% | 60,402 | $15.1M | Add +0.2% |
| EMB iShares JP Morgan Usd Emergi | 2.23% | 144,597 | $12.9M | Add +3.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.77% | 198,539 | $10.2M | Add +4.5% |
| XLE SS Energy Select Sector | 1.69% | 113,993 | $9.8M | Add +5.0% |
| ISRG Intuitive Surgical Inc. | 1.62% | 17,946 | $9.4M | Add +2.5% |
| XLV SS Health Care Select Sector | 1.56% | 65,721 | $9.0M | Add +2.2% |
| XLP SS Consumer Staples Sel Sect | 1.56% | 114,572 | $9.0M | Add +4.1% |
| META Meta Platforms Inc. Class A | 1.53% | 15,124 | $8.9M | Reduce -1.8% |
| MSFT Microsoft Corp. | 1.48% | 20,320 | $8.6M | Add +4.5% |
| GOOGL Alphabet Inc. Class A | 1.48% | 45,107 | $8.5M | Reduce -3.8% |
| BKNG Booking Holdings Inc. | 1.46% | 1,705 | $8.5M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 1.38% | 33,285 | $8.0M | Reduce -1.9% |
| NVDA Nvidia Corp. | 1.31% | 56,229 | $7.6M | Add +5.7% |
| SCHC Schwab Intl Small-Cap Equity | 1.28% | 215,430 | $7.4M | Reduce -12.4% |
| CASY Casey's General Stores Inc. | 1.22% | 17,830 | $7.1M | Add +1.9% |
| SPSB SS SPDR P St C Corp. ETF | 1.21% | 234,188 | $7.0M | Add +5.4% |
| IXUS iShares Core Intl Stock ETF | 1.20% | 105,327 | $7.0M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 1.19% | 31,264 | $6.9M | Add +5.7% |
| MA Mastercard Inc. Class A | 1.18% | 12,931 | $6.8M | Add +3.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.16% | 261,892 | $6.7M | Add +5.2% |
| ORCL Oracle Corp. | 1.13% | 39,113 | $6.5M | Add +0.9% |
| ICE Intercontinental Exchange Inc. | 1.10% | 42,767 | $6.4M | Add +3.3% |
| HON Honeywell International Inc. | 1.03% | 26,273 | $5.9M | Add +1.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.00% | 21,872 | $5.8M | Reduce -2.0% |
| CHE Chemed Corp. | 0.97% | 10,633 | $5.6M | Add +5.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.93% | 123,047 | $5.4M | Add +0.1% |
| XLB SS Materials Select Sector | 0.93% | 63,885 | $5.4M | Add +2.6% |
| XLK SS Technology Select Sector | 0.89% | 22,215 | $5.2M | Reduce -6.5% |
| RSG Republic Services Inc. | 0.88% | 25,222 | $5.1M | Add +5.4% |
| CCOI Cogent Communications Holdin | 0.87% | 65,476 | $5.0M | Add +4.0% |
| XLRE SS Real Estate Select Sector | 0.86% | 121,994 | $5.0M | Add +7.5% |
| HD Home Depot Inc. | 0.82% | 12,244 | $4.8M | Add +2.5% |
| TSCO Tractor Supply Company | 0.82% | 89,692 | $4.8M | Add +444.6% |
| CHKP Check Point Software Tech | 0.81% | 25,166 | $4.7M | Add +7.0% |
| UNH Unitedhealth Group Inc. | 0.81% | 9,247 | $4.7M | Add +5.5% |
| EW Edwards Lifesciences Corp. | 0.80% | 62,492 | $4.6M | Add +3.6% |
| ODFL Old Dominion Freight Line | 0.78% | 25,742 | $4.5M | Add +5.8% |
| FDS Factset Research Systems Inc. | 0.78% | 9,454 | $4.5M | Reduce -15.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.78% | 52,212 | $4.5M | Add +13.0% |
| TS Tenaris SA-ADR | 0.76% | 116,507 | $4.4M | Add +3.8% |
| PGR Progressive Corp. | 0.76% | 18,284 | $4.4M | Add +4.5% |
| IGF iShares Global Infrastructur | 0.75% | 82,515 | $4.3M | Add +7.3% |
| LOGI Logitech International-Reg | 0.74% | 51,687 | $4.3M | Add +8.1% |
| MANH Manhattan Associates Inc. | 0.70% | 14,992 | $4.1M | Add +3.1% |
| ON On Semiconductor | 0.68% | 62,676 | $4.0M | Add +6.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.65% | 6,380 | $3.7M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 12,782 | $3.7M | Reduce -3.5% |
| SCHA Schwab US Small-Cap ETF | 0.60% | 134,086 | $3.5M | Add +0.3% |
| VVV Valvoline Inc. | 0.59% | 95,071 | $3.4M | Add +5.8% |
| NDSN Nordson Corp. | 0.59% | 16,336 | $3.4M | Add +6.8% |
| CMCSA Comcast Corp. Class A | 0.58% | 89,517 | $3.4M | Add +1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.57% | 27,328 | $3.3M | Add +12.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.56% | 4,691 | $3.3M | Add +9.4% |
| RELX Relx PLC - Spon ADR | 0.55% | 70,087 | $3.2M | Reduce -18.3% |
| HDB HDFC Bank Ltd.-ADR | 0.55% | 49,695 | $3.2M | Add +2.7% |
| TREX Trex Company Inc. | 0.51% | 42,775 | $3.0M | Add +6.5% |
| CP Canadian Pacific Kansas City | 0.51% | 40,557 | $2.9M | Add +7.7% |
| GNTX Gentex Corp. | 0.50% | 100,855 | $2.9M | Add +4.7% |
| NVS Novartis AG-Sponsored ADR | 0.50% | 29,669 | $2.9M | Add +10.2% |
| SWKS Skyworks Solutions Inc. | 0.50% | 32,534 | $2.9M | Add +5.0% |
| VXUS Vanguard Total Intl Stock | 0.46% | 45,342 | $2.7M | Reduce -6.9% |
| NKE Nike Inc. Class B | 0.45% | 34,300 | $2.6M | Add +11.6% |
| TM Toyota Motor Corp. -Spon ADR | 0.45% | 13,286 | $2.6M | Add +5.5% |
| FCN Fti Consulting Inc. | 0.45% | 13,477 | $2.6M | Add +2.9% |
| UL Unilever PLC | 0.44% | 44,511 | $2.5M | Add +4.9% |
| PANW Palo Alto Networks Inc. | 0.40% | 12,872 | $2.3M | Add +6.6% |
| IBB iShares Biotechnology ETF | 0.36% | 15,867 | $2.1M | Add +9.9% |
| TOL Toll Brothers Inc. | 0.35% | 15,984 | $2.0M | Add +7.1% |
| GFL GFL Environmental Inc.-Sub VT | 0.31% | 39,752 | $1.8M | Add +7.5% |
| V Visa Inc. Class A | 0.30% | 5,416 | $1.7M | Reduce -3.2% |
| NOW ServiceNow Inc. | 0.29% | 1,571 | $1.7M | Add +7.2% |
| BND Vanguard Total Bond Market | 0.28% | 22,688 | $1.6M | Reduce -1.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.27% | 30,365 | $1.6M | Reduce -0.6% |
| AVGO Broadcom Inc. | 0.26% | 6,526 | $1.5M | Add +5.8% |
| AOA iShares Core 80/20 Aggressiv | 0.26% | 19,734 | $1.5M | Reduce -1.0% |
| XLY SS Consumer Disc Select Sect | 0.26% | 6,670 | $1.5M | Reduce -7.3% |
| XLI SS Industrial Select Sector | 0.26% | 11,196 | $1.5M | Add +69.0% |
| COST Costco Wholesale Corp. | 0.23% | 1,456 | $1.3M | Add +19.3% |
| GPK Graphic Packaging Holding Co. | 0.23% | 48,890 | $1.3M | Add +8.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 26,487 | $1.3M | Reduce -4.1% |
| AOR iShares Core 60/40 Balanced | 0.21% | 20,849 | $1.2M | Reduce -11.5% |
| LLY Eli Lilly & Co. | 0.19% | 1,424 | $1.1M | No change |
| HCA HCA Healthcare Inc. | 0.19% | 3,658 | $1.1M | Add +15.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 13,139 | $1.0M | Reduce -11.4% |
| XLF SS Financial Select Sector | 0.18% | 21,130 | $1.0M | Reduce -0.3% |
| EQH Equitable Holdings Inc. | 0.17% | 21,016 | $991K | Add +14.7% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.17% | 19,751 | $984K | Reduce -5.5% |
| BSV Vanguard Short-Term Bond ETF | 0.17% | 12,625 | $976K | Reduce -5.0% |
| URI United Rentals Inc. | 0.17% | 1,383 | $974K | Add +7.0% |
| NTAP Netapp Inc. | 0.17% | 8,278 | $961K | Add +16.9% |
| AFL Aflac Inc. | 0.16% | 9,198 | $951K | Add +15.0% |
| ACGL Arch Capital Group Ltd. | 0.16% | 10,000 | $924K | No change |
| SCHH Schwab US REIT ETF | 0.16% | 43,775 | $922K | Reduce -4.9% |
Portfolio Sells Q3 2024 → Q4 2024
| SCHC Schwab Intl Small-Cap Equity | Reduce -12.4% | 1.28% | −0.38 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.25 |
| RELX Relx PLC - Spon ADR | Reduce -18.3% | 0.55% | −0.16 |
| IXUS iShares Core Intl Stock ETF | Reduce -2.0% | 1.20% | −0.16 |
| FDS Factset Research Systems Inc. | Reduce -15.9% | 0.78% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -3.8% | 2.97% | −0.09 |
| VXUS Vanguard Total Intl Stock | Reduce -6.9% | 0.46% | −0.09 |
| AGCO Agco Corp. | Sold out | 0.00% | −0.08 |
| VGT Vanguard Info Tech ETF | Reduce -50.1% | 0.06% | −0.06 |
| XLK SS Technology Select Sector | Reduce -6.5% | 0.89% | −0.05 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.04 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.04 |
| AOR iShares Core 60/40 Balanced | Reduce -11.5% | 0.21% | −0.04 |
| STT State Street Corp. | Sold out | 0.00% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.0% | 1.00% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -11.4% | 0.18% | −0.03 |
| SCHH Schwab US REIT ETF | Reduce -4.9% | 0.16% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -24.6% | 0.07% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -1.1% | 0.28% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.1% | 0.23% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -17.8% | 0.11% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -3.6% | 0.11% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.5% | 0.64% | −0.02 |
| VDE Vanguard Energy ETF | Reduce -13.4% | 0.09% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -5.0% | 0.17% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.0% | 0.26% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 1.53% | −0.01 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -5.5% | 0.17% | −0.01 |
| EBND State Street SPDR Bloomberg | Reduce -13.4% | 0.04% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.6% | 0.27% | −0.01 |
| SCHV Schwab US Large-Cap Value | Reduce -4.1% | 0.12% | −0.01 |
| KO The Coca-Cola Co. | Reduce -4.7% | 0.04% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.1% | 0.65% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -3.7% | 0.04% | −0.01 |
| CWD Calibercos Inc. | Sold out | 0.00% | −0.01 |
| F Ford Motor Co. | Reduce -0.0% | 0.04% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -10.5% | 0.16% | +0.00 |
| XLY SS Consumer Disc Select Sect | Reduce -7.3% | 0.26% | +0.01 |
| XLF SS Financial Select Sector | Reduce -0.3% | 0.18% | +0.01 |
| V Visa Inc. Class A | Reduce -3.2% | 0.30% | +0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 1.48% | +0.11 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 1.38% | +0.13 |
| BKNG Booking Holdings Inc. | Reduce -2.0% | 1.46% | +0.18 |
Portfolio Buys Q3 2024 → Q4 2024
| TSCO Tractor Supply Company | Add +444.6% | 0.82% | +0.65 |
| AMZN Amazon.com Inc. | Add +5.7% | 1.19% | +0.22 |
| NVDA Nvidia Corp. | Add +5.7% | 1.31% | +0.17 |
| AAPL Apple Inc. | Add +0.2% | 2.61% | +0.16 |
| TS Tenaris SA-ADR | Add +3.8% | 0.76% | +0.14 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.13% | +0.13 |
| DE Deere & Co. | New | 0.13% | +0.13 |
| AEP American Electric Power | New | 0.12% | +0.12 |
| CAT Caterpillar Inc. | New | 0.12% | +0.12 |
| ISRG Intuitive Surgical Inc. | Add +2.5% | 1.62% | +0.11 |
| TEVA Teva Pharmaceutical-SP ADR | Add +190.1% | 0.15% | +0.11 |
| EW Edwards Lifesciences Corp. | Add +3.6% | 0.80% | +0.10 |
| XLI SS Industrial Select Sector | Add +69.0% | 0.26% | +0.10 |
| MA Mastercard Inc. Class A | Add +3.5% | 1.18% | +0.10 |
| HON Honeywell International Inc. | Add +1.7% | 1.03% | +0.09 |
| NEOS ETF TRUST | Add +6.4% | 5.02% | +0.09 |
| BAC Bank of America Corp. | Add +0.1% | 0.93% | +0.08 |
| GLD SPDR Gold Shares | New | 0.08% | +0.08 |
| AVGO Broadcom Inc. | Add +5.8% | 0.26% | +0.08 |
| CASY Casey's General Stores Inc. | Add +1.9% | 1.22% | +0.07 |
| TJX TJX Companies Inc. | Add +12.0% | 0.57% | +0.07 |
| TSLA Tesla Inc. | New | 0.06% | +0.06 |
| NOW ServiceNow Inc. | Add +7.2% | 0.29% | +0.06 |
| SMFG Sumitomo Mitsui-Spons ADR | Add +59.9% | 0.12% | +0.06 |
| TM Toyota Motor Corp. -Spon ADR | Add +5.5% | 0.45% | +0.05 |
| GFL GFL Environmental Inc.-Sub VT | Add +7.5% | 0.31% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +6.6% | 0.40% | +0.04 |
| TREX Trex Company Inc. | Add +6.5% | 0.51% | +0.04 |
| OWL Blue Owl Capital Inc. | Add +15.2% | 0.16% | +0.04 |
| COST Costco Wholesale Corp. | Add +19.3% | 0.23% | +0.04 |
| VMBS Vanguard Mortgage-Backed Sec | Add +6.9% | 2.83% | +0.04 |
| LOPE Grand Canyon Education Inc. | Add +18.6% | 0.15% | +0.04 |
| EQH Equitable Holdings Inc. | Add +14.7% | 0.17% | +0.04 |
| RSG Republic Services Inc. | Add +5.4% | 0.88% | +0.04 |
| CCOI Cogent Communications Holdin | Add +4.0% | 0.87% | +0.04 |
| SPSB SS SPDR P St C Corp. ETF | Add +5.4% | 1.21% | +0.03 |
| DDOG Datadog Inc. Class A | Add +7.1% | 0.13% | +0.03 |
| CMF iShares California Muni Bond | Add +30.6% | 0.13% | +0.03 |
| XLE SS Energy Select Sector | Add +5.0% | 1.69% | +0.02 |
| HDB HDFC Bank Ltd.-ADR | Add +2.7% | 0.55% | +0.02 |
| CPAY Corpay Inc. | Add +7.0% | 0.15% | +0.02 |
| CHKP Check Point Software Tech | Add +7.0% | 0.81% | +0.02 |
| TRMB Trimble Inc. | Add +7.2% | 0.10% | +0.02 |
| MSFT Microsoft Corp. | Add +4.5% | 1.48% | +0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +5.2% | 1.16% | +0.01 |
| DPZ Domino's Pizza Inc. | Add +15.9% | 0.13% | +0.01 |
| NTAP Netapp Inc. | Add +16.9% | 0.17% | +0.01 |
| IGF iShares Global Infrastructur | Add +7.3% | 0.75% | +0.01 |
| ENR Energizer Holdings Inc. | Add +7.2% | 0.09% | +0.01 |
| SYK Stryker Corp. | Add +12.0% | 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 |