Capital Insight Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Capital Insight Partners, LLC reported 158 stock positions worth $573.1 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 5.2% of the portfolio, followed by iShares National Muni Bond E (MUB, 4.9%) and Neos ETF Trust (4.9%). Compared with Q4 2024, it opened 11 new positions, sold out of 9, added to 83 and reduced 52. The biggest buy was SS Technology Select Sector (XLK, shares +137%) and the biggest sale Schwab Intl Small-Cap Equity (SCHC, shares −90%).
- Most Recent 13F
- Q1 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001664385
- Portfolio Value
- $573.1M (Q1 2025)
- SEC Filing
- 0001104659-25-042326 ↗ filed Apr 30, 2025
Holdings Value
Holdings 158 stocks · $573.1M
| AGG iShares Core U.S. Aggregate | 5.22% | 302,257 | $29.9M | Reduce -0.4% |
| MUB iShares National Muni Bond E | 4.93% | 267,736 | $28.2M | Add +4.6% |
| NEOS ETF TRUST | 4.89% | 987,391 | $28.1M | Reduce -1.9% |
| IVV iShares Core S&P 500 ETF | 3.10% | 31,646 | $17.8M | Add +8.5% |
| VMBS Vanguard Mortgage-Backed Sec | 3.06% | 378,170 | $17.5M | Add +4.5% |
| BIV Vanguard Intermediate-Term B | 2.83% | 211,557 | $16.2M | Add +0.4% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.71% | 320,726 | $15.5M | Add +0.7% |
| AAPL Apple Inc. | 2.33% | 60,127 | $13.4M | Reduce -0.5% |
| EMB iShares JP Morgan Usd Emergi | 2.29% | 144,625 | $13.1M | Add +0.0% |
| XLE SS Energy Select Sector | 1.98% | 121,673 | $11.4M | Add +6.7% |
| XLK SS Technology Select Sector | 1.90% | 52,654 | $10.9M | Add +137.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.84% | 200,460 | $10.5M | Add +1.0% |
| XLV SS Health Care Select Sector | 1.66% | 65,265 | $9.5M | Reduce -0.7% |
| XLP SS Consumer Staples Sel Sect | 1.66% | 116,220 | $9.5M | Add +1.4% |
| ISRG Intuitive Surgical Inc. | 1.55% | 17,992 | $8.9M | Add +0.3% |
| META Meta Platforms Inc. Class A | 1.52% | 15,078 | $8.7M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.40% | 32,750 | $8.0M | Reduce -1.6% |
| MSFT Microsoft Corp. | 1.37% | 20,857 | $7.8M | Add +2.6% |
| BKNG Booking Holdings Inc. | 1.34% | 1,671 | $7.7M | Reduce -2.0% |
| CASY Casey's General Stores Inc. | 1.34% | 17,637 | $7.7M | Reduce -1.1% |
| ICE Intercontinental Exchange Inc. | 1.29% | 42,708 | $7.4M | Reduce -0.1% |
| IXUS iShares Core Intl Stock ETF | 1.26% | 103,804 | $7.2M | Reduce -1.4% |
| NVDA Nvidia Corp. | 1.24% | 65,804 | $7.1M | Add +17.0% |
| GOOGL Alphabet Inc. Class A | 1.23% | 45,609 | $7.1M | Add +1.1% |
| SPSB SS SPDR P St C Corp. ETF | 1.21% | 230,741 | $6.9M | Reduce -1.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.21% | 275,088 | $6.9M | Add +5.0% |
| MA Mastercard Inc. Class A | 1.21% | 12,643 | $6.9M | Reduce -2.2% |
| CHE Chemed Corp. | 1.13% | 10,554 | $6.5M | Reduce -0.7% |
| RSG Republic Services Inc. | 1.08% | 25,518 | $6.2M | Add +1.2% |
| PGR Progressive Corp. | 1.07% | 21,623 | $6.1M | Add +18.3% |
| AMZN Amazon.com Inc. | 1.05% | 31,602 | $6.0M | Add +1.1% |
| CHKP Check Point Software Tech | 1.01% | 25,443 | $5.8M | Add +1.1% |
| ORCL Oracle Corp. | 0.98% | 40,205 | $5.6M | Add +2.8% |
| XLB SS Materials Select Sector | 0.98% | 65,232 | $5.6M | Add +2.1% |
| HON Honeywell International Inc. | 0.97% | 26,323 | $5.6M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.97% | 21,525 | $5.6M | Reduce -1.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.97% | 70,496 | $5.6M | Add +585.2% |
| XLRE SS Real Estate Select Sector | 0.86% | 117,179 | $4.9M | Reduce -4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.85% | 117,033 | $4.9M | Reduce -4.9% |
| UNH Unitedhealth Group Inc. | 0.85% | 9,289 | $4.9M | Add +0.5% |
| IGF iShares Global Infrastructur | 0.79% | 83,047 | $4.5M | Add +0.6% |
| TS Tenaris SA-ADR | 0.79% | 115,062 | $4.5M | Reduce -1.2% |
| HD Home Depot Inc. | 0.78% | 12,203 | $4.5M | Reduce -0.3% |
| ODFL Old Dominion Freight Line | 0.77% | 26,709 | $4.4M | Add +3.8% |
| LOGI Logitech International-Reg | 0.76% | 51,317 | $4.3M | Reduce -0.7% |
| EW Edwards Lifesciences Corp. | 0.73% | 57,415 | $4.2M | Reduce -8.1% |
| FDS Factset Research Systems Inc. | 0.71% | 8,935 | $4.1M | Reduce -5.5% |
| COST Costco Wholesale Corp. | 0.69% | 4,202 | $4.0M | Add +188.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.67% | 55,307 | $3.8M | Add +5.9% |
| XLY SS Consumer Disc Select Sect | 0.65% | 18,985 | $3.7M | Add +184.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 12,748 | $3.5M | Reduce -0.3% |
| RELX Relx PLC - Spon ADR | 0.61% | 69,373 | $3.5M | Reduce -1.0% |
| NVS Novartis AG-Sponsored ADR | 0.60% | 30,832 | $3.4M | Add +3.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.60% | 28,125 | $3.4M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.60% | 6,117 | $3.4M | Reduce -4.1% |
| VVV Valvoline Inc. | 0.57% | 94,161 | $3.3M | Reduce -1.0% |
| NFLX Netflix Inc. | 0.57% | 3,511 | $3.3M | New |
| ASML ASML Holding NV-NY Reg SHS | 0.57% | 4,889 | $3.2M | Add +4.2% |
| XLC SS Comm Select Sector SPDR | 0.56% | 33,458 | $3.2M | New |
| NDSN Nordson Corp. | 0.56% | 15,795 | $3.2M | Reduce -3.3% |
| CP Canadian Pacific Kansas City | 0.50% | 40,700 | $2.9M | Add +0.3% |
| MANH Manhattan Associates Inc. | 0.49% | 16,359 | $2.8M | Add +9.1% |
| SCHA Schwab US Small-Cap ETF | 0.46% | 113,653 | $2.7M | Reduce -15.2% |
| KRE SS SPDR S&P Regional Bank | 0.46% | 46,075 | $2.6M | New |
| UL Unilever PLC | 0.45% | 43,511 | $2.6M | Reduce -2.3% |
| VXUS Vanguard Total Intl Stock | 0.44% | 40,827 | $2.5M | Reduce -10.0% |
| TREX Trex Company Inc. | 0.43% | 42,837 | $2.5M | Add +0.1% |
| TM Toyota Motor Corp. -Spon ADR | 0.41% | 13,392 | $2.4M | Add +0.8% |
| PANW Palo Alto Networks Inc. | 0.40% | 13,335 | $2.3M | Add +3.6% |
| FCN Fti Consulting Inc. | 0.39% | 13,720 | $2.3M | Add +1.8% |
| IBB iShares Biotechnology ETF | 0.36% | 16,229 | $2.1M | Add +2.3% |
| GFL GFL Environmental Inc.-Sub VT | 0.35% | 41,185 | $2.0M | Add +3.6% |
| V Visa Inc. Class A | 0.33% | 5,322 | $1.9M | Reduce -1.7% |
| TSCO Tractor Supply Company | 0.32% | 33,373 | $1.8M | Reduce -62.8% |
| BND Vanguard Total Bond Market | 0.30% | 23,316 | $1.7M | Add +2.8% |
| XLI SS Industrial Select Sector | 0.28% | 12,353 | $1.6M | Add +10.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.28% | 30,558 | $1.6M | Add +0.6% |
| GNTX Gentex Corp. | 0.27% | 66,175 | $1.5M | Reduce -34.4% |
| TOL Toll Brothers Inc. | 0.26% | 14,373 | $1.5M | Reduce -10.1% |
| AOA iShares Core 80/20 Aggressiv | 0.26% | 19,259 | $1.5M | Reduce -2.4% |
| HCA HCA Healthcare Inc. | 0.23% | 3,878 | $1.3M | Add +6.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 26,649 | $1.3M | Add +0.6% |
| GPK Graphic Packaging Holding Co. | 0.23% | 50,690 | $1.3M | Add +3.7% |
| NOW ServiceNow Inc. | 0.23% | 1,634 | $1.3M | Add +4.0% |
| AOR iShares Core 60/40 Balanced | 0.21% | 20,958 | $1.2M | Add +0.5% |
| EQH Equitable Holdings Inc. | 0.20% | 22,078 | $1.2M | Add +5.0% |
| AFL Aflac Inc. | 0.19% | 9,659 | $1.1M | Add +5.0% |
| ORLY O'reilly Automotive Inc. | 0.19% | 745 | $1.1M | New |
| AVGO Broadcom Inc. | 0.18% | 6,319 | $1.1M | Reduce -3.2% |
| CCOI Cogent Communications Holdin | 0.18% | 16,848 | $1.0M | Reduce -74.3% |
| XLF SS Financial Select Sector | 0.18% | 20,189 | $1.0M | Reduce -4.5% |
| ACGL Arch Capital Group Ltd. | 0.17% | 10,000 | $962K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.17% | 12,133 | $958K | Reduce -7.7% |
| BSV Vanguard Short-Term Bond ETF | 0.17% | 12,088 | $946K | Reduce -4.3% |
| LOPE Grand Canyon Education Inc. | 0.16% | 5,404 | $935K | Add +3.6% |
| COR Cencora Inc. | 0.16% | 3,460 | $918K | New |
| ZTS Zoetis Inc. | 0.16% | 5,538 | $912K | Add +2.8% |
| CPAY Corpay Inc. | 0.16% | 2,607 | $909K | Add +4.0% |
| URI United Rentals Inc. | 0.16% | 1,437 | $901K | Add +3.9% |
| SCHZ Schwab US Aggregate Bond ETF | 0.15% | 38,097 | $882K | Reduce -0.1% |
Portfolio Sells Q4 2024 → Q1 2025
| SCHC Schwab Intl Small-Cap Equity | Reduce -89.5% | 0.14% | −1.14 |
| CCOI Cogent Communications Holdin | Reduce -74.3% | 0.18% | −0.69 |
| ON On Semiconductor | Sold out | 0.00% | −0.68 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.58 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.55 |
| TSCO Tractor Supply Company | Reduce -62.8% | 0.32% | −0.50 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.50 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.45 |
| AAPL Apple Inc. | Reduce -0.5% | 2.33% | −0.28 |
| GNTX Gentex Corp. | Reduce -34.4% | 0.27% | −0.23 |
| CSHI Neos Enhanced Income 1-3 Mon | Sold out | 0.00% | −0.17 |
| TEVA Teva Pharmaceutical-SP ADR | Sold out | 0.00% | −0.15 |
| SCHA Schwab US Small-Cap ETF | Reduce -15.2% | 0.46% | −0.13 |
| NEOS ETF TRUST | Reduce -1.9% | 4.89% | −0.13 |
| BKNG Booking Holdings Inc. | Reduce -2.0% | 1.34% | −0.12 |
| TOL Toll Brothers Inc. | Reduce -10.1% | 0.26% | −0.08 |
| BAC Bank of America Corp. | Reduce -4.9% | 0.85% | −0.08 |
| AVGO Broadcom Inc. | Reduce -3.2% | 0.18% | −0.08 |
| FDS Factset Research Systems Inc. | Reduce -5.5% | 0.71% | −0.08 |
| EW Edwards Lifesciences Corp. | Reduce -8.1% | 0.73% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.1% | 0.60% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -28.5% | 0.15% | −0.04 |
| HD Home Depot Inc. | Reduce -0.3% | 0.78% | −0.04 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.04 |
| NDSN Nordson Corp. | Reduce -3.3% | 0.56% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.61% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.6% | 0.97% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -25.2% | 0.09% | −0.03 |
| TSLA Tesla Inc. | Reduce -8.8% | 0.04% | −0.03 |
| VVV Valvoline Inc. | Reduce -1.0% | 0.57% | −0.02 |
| SCHH Schwab US REIT ETF | Reduce -15.0% | 0.14% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -10.0% | 0.44% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -6.5% | 0.10% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 1.52% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -7.7% | 0.17% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -6.7% | 0.04% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -2.4% | 0.26% | −0.00 |
| PAVE Global X US Infrastructure | Reduce -2.4% | 0.04% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.3% | 0.17% | −0.00 |
| XLRE SS Real Estate Select Sector | Reduce -4.0% | 0.86% | −0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -3.8% | 0.12% | −0.00 |
| XLF SS Financial Select Sector | Reduce -4.5% | 0.18% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.0% | 0.07% | +0.00 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -1.5% | 1.21% | +0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.1% | 0.15% | +0.00 |
| HII Huntington Ingalls Industrie | Reduce -1.3% | 0.08% | +0.01 |
| AMT American Tower Corp. | Reduce -5.9% | 0.12% | +0.01 |
| UL Unilever PLC | Reduce -2.3% | 0.45% | +0.02 |
| LOGI Logitech International-Reg | Reduce -0.7% | 0.76% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| XLK SS Technology Select Sector | Add +137.0% | 1.90% | +1.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +585.2% | 0.97% | +0.84 |
| NFLX Netflix Inc. | New | 0.57% | +0.57 |
| XLC SS Comm Select Sector SPDR | New | 0.56% | +0.56 |
| COST Costco Wholesale Corp. | Add +188.6% | 0.69% | +0.46 |
| KRE SS SPDR S&P Regional Bank | New | 0.46% | +0.46 |
| XLY SS Consumer Disc Select Sect | Add +184.6% | 0.65% | +0.40 |
| PGR Progressive Corp. | Add +18.3% | 1.07% | +0.31 |
| XLE SS Energy Select Sector | Add +6.7% | 1.98% | +0.30 |
| VMBS Vanguard Mortgage-Backed Sec | Add +4.5% | 3.06% | +0.22 |
| MUB iShares National Muni Bond E | Add +4.6% | 4.93% | +0.21 |
| RSG Republic Services Inc. | Add +1.2% | 1.08% | +0.20 |
| CHKP Check Point Software Tech | Add +1.1% | 1.01% | +0.20 |
| ORLY O'reilly Automotive Inc. | New | 0.19% | +0.19 |
| COR Cencora Inc. | New | 0.16% | +0.16 |
| IVV iShares Core S&P 500 ETF | Add +8.5% | 3.10% | +0.13 |
| BIV Vanguard Intermediate-Term B | Add +0.4% | 2.83% | +0.10 |
| NVS Novartis AG-Sponsored ADR | Add +3.9% | 0.60% | +0.10 |
| XLP SS Consumer Staples Sel Sect | Add +1.4% | 1.66% | +0.10 |
| USMV iShares MSCI USA Min Vol Fac | Add +174.7% | 0.12% | +0.08 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +0.7% | 2.71% | +0.08 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1.0% | 1.84% | +0.07 |
| EMB iShares JP Morgan Usd Emergi | Add +0.0% | 2.29% | +0.06 |
| ICSH iShares Ultra Short Duration | New | 0.06% | +0.06 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +5.0% | 1.21% | +0.05 |
| XLB SS Materials Select Sector | Add +2.1% | 0.98% | +0.05 |
| IGF iShares Global Infrastructur | Add +0.6% | 0.79% | +0.05 |
| HCA HCA Healthcare Inc. | Add +6.0% | 0.23% | +0.04 |
| JPST JPMorgan Ultra-Short Income | New | 0.04% | +0.04 |
| GFL GFL Environmental Inc.-Sub VT | Add +3.6% | 0.35% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +0.5% | 0.85% | +0.04 |
| ABT Abbott Laboratories | New | 0.04% | +0.04 |
| MO Altria Group Inc. | New | 0.04% | +0.04 |
| BMRN Biomarin Pharmaceutical Inc. | New | 0.04% | +0.04 |
| CWK Cushman & Wakefield UK Holdc | New | 0.03% | +0.03 |
| MINT PIMCO Enhanced Short Maturit | Add +44.4% | 0.10% | +0.03 |
| AEP American Electric Power | Add +3.6% | 0.15% | +0.03 |
| EQH Equitable Holdings Inc. | Add +5.0% | 0.20% | +0.03 |
| XLI SS Industrial Select Sector | Add +10.3% | 0.28% | +0.03 |
| TJX TJX Companies Inc. | Add +2.9% | 0.60% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +49.0% | 0.08% | +0.03 |
| AFL Aflac Inc. | Add +5.0% | 0.19% | +0.02 |
| DE Deere & Co. | Add +3.6% | 0.15% | +0.02 |
| DPZ Domino's Pizza Inc. | Add +3.6% | 0.15% | +0.02 |
| BND Vanguard Total Bond Market | Add +2.8% | 0.30% | +0.02 |
| SYK Stryker Corp. | Add +8.0% | 0.15% | +0.02 |
| LOPE Grand Canyon Education Inc. | Add +3.6% | 0.16% | +0.02 |
| SMFG Sumitomo Mitsui-Spons ADR | Add +4.0% | 0.14% | +0.01 |
| CMF iShares California Muni Bond | Add +12.4% | 0.14% | +0.01 |
| CPAY Corpay Inc. | Add +4.0% | 0.16% | +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 |