Capital Insight Partners, LLC

Name: CAPITAL INSIGHT PARTNERS, LLC 13F holdings, Q2 2025
Creator: CAPITAL INSIGHT PARTNERS, LLC
Published: 2025-07-17

Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Capital Insight Partners, LLC reported 162 stock positions worth $575.4 million. Its top holding was Neos ETF Trust at 5.2% of the portfolio, followed by iShares National Muni Bond E (MUB, 4.7%) and iShares Core U.S. Aggregate (AGG, 4.7%). Compared with Q1 2025, it opened 14 new positions, sold out of 10, added to 28 and reduced 95. The biggest buy was Nvidia (NVDA, shares +39%) and the biggest sale SS SPDR P St C Corp. ETF (SPSB, shares −96%).

Most Recent 13F: Q1 2026
Location: SCOTTSDALE, AZ
CIK: 0001664385
Portfolio Value: $575.4M (Q2 2025)
SEC Filing: 0001104659-25-068598 ↗ filed Jul 17, 2025

Holdings Value

Holdings 162 stocks · $575.4M


NEOS ETF TRUST	5.24%	985,150	$30.2M	Reduce -0.2%
MUB iShares National Muni Bond E	4.70%	258,852	$27.0M	Reduce -3.3%
AGG iShares Core U.S. Aggregate	4.68%	271,216	$26.9M	Reduce -10.3%
IVV iShares Core S&P 500 ETF	3.29%	30,452	$18.9M	Reduce -3.8%
VMBS Vanguard Mortgage-Backed Sec	2.74%	340,505	$15.8M	Reduce -10.0%
BIV Vanguard Intermediate-Term B	2.64%	196,445	$15.2M	Reduce -7.1%
ISTB iShares Core 1-5 Year Usd Bo	2.52%	298,413	$14.5M	Reduce -7.0%
NVDA Nvidia Corp.	2.51%	91,317	$14.4M	Add +38.8%
XLK SS Technology Select Sector	2.27%	51,632	$13.1M	Reduce -1.9%
AAPL Apple Inc.	2.18%	61,254	$12.6M	Add +1.9%
EMB iShares JP Morgan Usd Emergi	2.13%	132,437	$12.3M	Reduce -8.4%
MSFT Microsoft Corp.	1.81%	20,917	$10.4M	Add +0.3%
META Meta Platforms Inc. Class A	1.81%	14,084	$10.4M	Reduce -6.6%
IXUS iShares Core Intl Stock ETF	1.67%	124,079	$9.6M	Add +19.5%
XLE SS Energy Select Sector	1.64%	111,411	$9.4M	Reduce -8.4%
ISRG Intuitive Surgical Inc.	1.62%	17,136	$9.3M	Reduce -4.8%
JPM JPMorgan Chase & Co.	1.58%	31,422	$9.1M	Reduce -4.0%
IGIB iShares 5-10Y Inv Grade Corp.	1.58%	170,777	$9.1M	Reduce -14.8%
BKNG Booking Holdings Inc.	1.57%	1,556	$9.0M	Reduce -6.9%
XLP SS Consumer Staples Sel Sect	1.52%	107,701	$8.7M	Reduce -7.3%
CASY Casey's General Stores Inc.	1.49%	16,823	$8.6M	Reduce -4.6%
ORCL Oracle Corp.	1.42%	37,363	$8.2M	Reduce -7.1%
XLV SS Health Care Select Sector	1.42%	60,596	$8.2M	Reduce -7.2%
GOOGL Alphabet Inc. Class A	1.34%	43,817	$7.7M	Reduce -3.9%
ICE Intercontinental Exchange Inc.	1.29%	40,529	$7.4M	Reduce -5.1%
AMZN Amazon.com Inc.	1.18%	31,057	$6.8M	Reduce -1.7%
HYMB SS SPDR N Ice HY Muni ETF	1.16%	269,870	$6.7M	Reduce -1.9%
MA Mastercard Inc. Class A	1.16%	11,863	$6.7M	Reduce -6.2%
RSG Republic Services Inc.	1.04%	24,171	$6.0M	Reduce -5.3%
IEF iShares 7-10 Year Treasury B	1.03%	61,908	$5.9M	New
HON Honeywell International Inc.	0.98%	24,103	$5.6M	Reduce -8.4%
PGR Progressive Corp.	0.96%	20,747	$5.5M	Reduce -4.0%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.95%	67,111	$5.5M	Reduce -4.8%
CHKP Check Point Software Tech	0.92%	23,890	$5.3M	Reduce -6.1%
XLB SS Materials Select Sector	0.90%	59,141	$5.2M	Reduce -9.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.89%	108,110	$5.1M	Reduce -7.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.87%	17,846	$5.0M	Reduce -17.1%
IGF iShares Global Infrastructur	0.79%	77,023	$4.6M	Reduce -7.3%
CHE Chemed Corp.	0.78%	9,247	$4.5M	Reduce -12.4%
NFLX Netflix Inc.	0.77%	3,312	$4.4M	Reduce -5.7%
AVGO Broadcom Inc.	0.74%	15,524	$4.3M	Add +145.7%
XLRE SS Real Estate Select Sector	0.74%	103,262	$4.3M	Reduce -11.9%
HD Home Depot Inc.	0.74%	11,546	$4.2M	Reduce -5.4%
ODFL Old Dominion Freight Line	0.71%	25,115	$4.1M	Reduce -6.0%
COST Costco Wholesale Corp.	0.69%	4,022	$4.0M	Reduce -4.3%
EW Edwards Lifesciences Corp.	0.67%	49,307	$3.9M	Reduce -14.1%
VTI VG Morningstar TS MKT ETF-US	0.67%	12,629	$3.8M	Reduce -0.9%
XLY SS Consumer Disc Select Sect	0.67%	17,643	$3.8M	Reduce -7.1%
SPY SS SPDR S&P 500 ETF Trust-US	0.65%	6,060	$3.7M	Reduce -0.9%
ASML ASML Holding NV-NY Reg SHS	0.64%	4,577	$3.7M	Reduce -6.4%
XLC SS Comm Select Sector SPDR	0.61%	32,599	$3.5M	Reduce -2.6%
FDS Factset Research Systems Inc.	0.61%	7,861	$3.5M	Reduce -12.0%
RELX Relx PLC - Spon ADR	0.61%	64,319	$3.5M	Reduce -7.3%
NVO Novo-Nordisk A/S-Spons ADR	0.61%	50,605	$3.5M	Reduce -8.5%
MANH Manhattan Associates Inc.	0.60%	17,625	$3.5M	Add +7.7%
NVS Novartis AG-Sponsored ADR	0.60%	28,439	$3.4M	Reduce -7.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.58%	26,901	$3.3M	Reduce -4.3%
LOGI Logitech International-Reg	0.57%	36,553	$3.3M	Reduce -28.8%
CP Canadian Pacific Kansas City	0.52%	37,978	$3.0M	Reduce -6.7%
VXUS Vanguard Total Intl Stock	0.49%	40,652	$2.8M	Reduce -0.4%
UNH Unitedhealth Group Inc.	0.48%	8,902	$2.8M	Reduce -4.2%
PANW Palo Alto Networks Inc.	0.47%	13,355	$2.7M	Add +0.1%
KRE SS SPDR S&P Regional Bank	0.44%	42,401	$2.5M	Reduce -8.0%
USMV iShares MSCI USA Min Vol Fac	0.43%	26,501	$2.5M	Add +266.8%
ORLY O'reilly Automotive Inc.	0.43%	27,596	$2.5M	Add +146.9%
UL Unilever PLC	0.43%	40,426	$2.5M	Reduce -7.1%
WMT Walmart Inc.	0.41%	24,227	$2.4M	New
FIX Comfort Systems USA Inc.	0.37%	4,012	$2.2M	New
TM Toyota Motor Corp. -Spon ADR	0.36%	12,161	$2.1M	Reduce -9.2%
GFL GFL Environmental Inc.-Sub VT	0.36%	41,120	$2.1M	Reduce -0.2%
V Visa Inc. Class A	0.32%	5,180	$1.8M	Reduce -2.7%
IBB iShares Biotechnology ETF	0.32%	14,485	$1.8M	Reduce -10.8%
XLI SS Industrial Select Sector	0.31%	12,029	$1.8M	Reduce -2.6%
NOW ServiceNow Inc.	0.30%	1,702	$1.7M	Add +4.2%
TSCO Tractor Supply Company	0.30%	32,316	$1.7M	Reduce -3.2%
BND Vanguard Total Bond Market	0.30%	23,152	$1.7M	Reduce -0.7%
SCHA Schwab US Small-Cap ETF	0.29%	66,967	$1.7M	Reduce -41.1%
TOL Toll Brothers Inc.	0.28%	14,358	$1.6M	Reduce -0.1%
AOA iShares Core 80/20 Aggressiv	0.28%	19,631	$1.6M	Add +1.9%
IGSB iShares 1-5Y Inv Grade Corp.	0.28%	30,264	$1.6M	Reduce -1.0%
HCA HCA Healthcare Inc.	0.26%	3,878	$1.5M	No change
AOR iShares Core 60/40 Balanced	0.22%	20,958	$1.3M	No change
EQH Equitable Holdings Inc.	0.22%	22,078	$1.2M	No change
VTEB Vanguard Tax-Exempt Bond ETF	0.21%	24,999	$1.2M	Reduce -6.2%
TS Tenaris SA-ADR	0.19%	29,130	$1.1M	Reduce -74.7%
URI United Rentals Inc.	0.19%	1,436	$1.1M	Reduce -0.1%
GPK Graphic Packaging Holding Co.	0.19%	50,690	$1.1M	No change
XLF SS Financial Select Sector	0.18%	20,189	$1.1M	No change
VVV Valvoline Inc.	0.18%	27,917	$1.1M	Reduce -70.3%
LOPE Grand Canyon Education Inc.	0.18%	5,454	$1.0M	Add +0.9%
AFL Aflac Inc.	0.17%	9,550	$1.0M	Reduce -1.1%
GOOG Alphabet Inc. Class C	0.17%	5,537	$982K	Add +17.5%
PH Parker Hannifin Corp.	0.17%	1,377	$962K	Add +1.3%
DE Deere & Co.	0.17%	1,885	$959K	Add +4.7%
ACGL Arch Capital Group Ltd.	0.16%	10,219	$930K	Add +2.2%
NTAP Netapp Inc.	0.16%	8,584	$915K	No change
BSV Vanguard Short-Term Bond ETF	0.16%	11,568	$910K	Reduce -4.3%
SCHC Schwab Intl Small-Cap Equity	0.16%	20,989	$894K	Reduce -7.2%
SYK Stryker Corp.	0.16%	2,257	$893K	Add +0.5%
AEP American Electric Power	0.15%	8,556	$888K	Add +6.6%

Show all 162 holdings

Portfolio Sells Q1 2025 → Q2 2025


SPSB SS SPDR P St C Corp. ETF	Reduce -96.5%	0.04%	−1.17
TS Tenaris SA-ADR	Reduce -74.7%	0.19%	−0.60
NDSN Nordson Corp.	Sold out	0.00%	−0.56
AGG iShares Core U.S. Aggregate	Reduce -10.3%	4.68%	−0.54
TREX Trex Company Inc.	Sold out	0.00%	−0.43
VVV Valvoline Inc.	Reduce -70.3%	0.18%	−0.39
UNH Unitedhealth Group Inc.	Reduce -4.2%	0.48%	−0.37
CHE Chemed Corp.	Reduce -12.4%	0.78%	−0.35
XLE SS Energy Select Sector	Reduce -8.4%	1.64%	−0.34
VMBS Vanguard Mortgage-Backed Sec	Reduce -10.0%	2.74%	−0.31
FCN Fti Consulting Inc.	Reduce -72.6%	0.11%	−0.29
GNTX Gentex Corp.	Sold out	0.00%	−0.27
IGIB iShares 5-10Y Inv Grade Corp.	Reduce -14.8%	1.58%	−0.26
XLV SS Health Care Select Sector	Reduce -7.2%	1.42%	−0.24
MUB iShares National Muni Bond E	Reduce -3.3%	4.70%	−0.23
BIV Vanguard Intermediate-Term B	Reduce -7.1%	2.64%	−0.19
LOGI Logitech International-Reg	Reduce -28.8%	0.57%	−0.18
ISTB iShares Core 1-5 Year Usd Bo	Reduce -7.0%	2.52%	−0.18
CCOI Cogent Communications Holdin	Sold out	0.00%	−0.18
SCHA Schwab US Small-Cap ETF	Reduce -41.1%	0.29%	−0.17
COR Cencora Inc.	Sold out	0.00%	−0.16
EMB iShares JP Morgan Usd Emergi	Reduce -8.4%	2.13%	−0.15
XLP SS Consumer Staples Sel Sect	Reduce -7.3%	1.52%	−0.14
XLRE SS Real Estate Select Sector	Reduce -11.9%	0.74%	−0.11
PGR Progressive Corp.	Reduce -4.0%	0.96%	−0.11
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -17.1%	0.87%	−0.10
FDS Factset Research Systems Inc.	Reduce -12.0%	0.61%	−0.10
CHKP Check Point Software Tech	Reduce -6.1%	0.92%	−0.09
ENR Energizer Holdings Inc.	Sold out	0.00%	−0.08
XLB SS Materials Select Sector	Reduce -9.3%	0.90%	−0.08
COLD Americold Realty Trust Inc.	Sold out	0.00%	−0.07
CMF iShares California Muni Bond	Reduce -44.4%	0.08%	−0.06
NVO Novo-Nordisk A/S-Spons ADR	Reduce -8.5%	0.61%	−0.06
ODFL Old Dominion Freight Line	Reduce -6.0%	0.71%	−0.06
EW Edwards Lifesciences Corp.	Reduce -14.1%	0.67%	−0.06
MA Mastercard Inc. Class A	Reduce -6.2%	1.16%	−0.05
TM Toyota Motor Corp. -Spon ADR	Reduce -9.2%	0.36%	−0.05
HYMB SS SPDR N Ice HY Muni ETF	Reduce -1.9%	1.16%	−0.05
HD Home Depot Inc.	Reduce -5.4%	0.74%	−0.04
EBND State Street SPDR Bloomberg	Sold out	0.00%	−0.04
IBB iShares Biotechnology ETF	Reduce -10.8%	0.32%	−0.04
RSG Republic Services Inc.	Reduce -5.3%	1.04%	−0.04
BMRN Biomarin Pharmaceutical Inc.	Sold out	0.00%	−0.04
BRK.B Berkshire Hathaway Inc. Class B	Reduce -41.4%	0.04%	−0.03
SCHZ Schwab US Aggregate Bond ETF	Reduce -21.6%	0.12%	−0.03
CWK Cushman & Wakefield UK Holdc	Sold out	0.00%	−0.03
TSCO Tractor Supply Company	Reduce -3.2%	0.30%	−0.02
UL Unilever PLC	Reduce -7.1%	0.43%	−0.02
VDE Vanguard Energy ETF	Reduce -16.0%	0.07%	−0.02
TJX TJX Companies Inc.	Reduce -4.3%	0.58%	−0.02

Portfolio Buys Q1 2025 → Q2 2025


NVDA Nvidia Corp.	Add +38.8%	2.51%	+1.26
IEF iShares 7-10 Year Treasury B	New	1.03%	+1.03
AVGO Broadcom Inc.	Add +145.7%	0.74%	+0.56
MSFT Microsoft Corp.	Add +0.3%	1.81%	+0.44
WMT Walmart Inc.	New	0.41%	+0.41
IXUS iShares Core Intl Stock ETF	Add +19.5%	1.67%	+0.40
FIX Comfort Systems USA Inc.	New	0.37%	+0.37
USMV iShares MSCI USA Min Vol Fac	Add +266.8%	0.43%	+0.31
ORLY O'reilly Automotive Inc.	Add +146.9%	0.43%	+0.25
TTD Trade Desk Inc./the Class A	New	0.12%	+0.12
MANH Manhattan Associates Inc.	Add +7.7%	0.60%	+0.11
WELL Welltower Inc.	New	0.09%	+0.09
AXON Axon Enterprise Inc.	New	0.09%	+0.09
NEE Nextera Energy Inc.	New	0.09%	+0.09
PANW Palo Alto Networks Inc.	Add +0.1%	0.47%	+0.08
NOW ServiceNow Inc.	Add +4.2%	0.30%	+0.08
SFM Sprouts Farmers Market Inc.	New	0.07%	+0.07
DGX Quest Diagnostics Inc.	New	0.06%	+0.06
PLTR Palantir Technologies Inc. Class A	New	0.04%	+0.04
GOOG Alphabet Inc. Class C	Add +17.5%	0.17%	+0.04
TT Trane Technologies PLC	New	0.04%	+0.04
ETN Eaton Corp. PLC	New	0.04%	+0.04
IBM Intl Business Machines Corp.	New	0.04%	+0.04
IJH iShares Core S&P Midcap ETF	New	0.04%	+0.04
DDOG Datadog Inc. Class A	Add +0.2%	0.13%	+0.03
AOA iShares Core 80/20 Aggressiv	Add +1.9%	0.28%	+0.03
PH Parker Hannifin Corp.	Add +1.3%	0.17%	+0.02
DE Deere & Co.	Add +4.7%	0.17%	+0.02
HII Huntington Ingalls Industrie	Add +3.7%	0.09%	+0.02
LOPE Grand Canyon Education Inc.	Add +0.9%	0.18%	+0.02
GLD SPDR Gold Shares	Add +8.8%	0.11%	+0.01
DHR Danaher Corp.	Add +12.8%	0.14%	+0.01
SYK Stryker Corp.	Add +0.5%	0.16%	+0.01
ABT Abbott Laboratories	Add +4.5%	0.04%	+0.00
AMT American Tower Corp.	Add +0.8%	0.12%	+0.00
SMFG Sumitomo Mitsui-Spons ADR	Add +4.1%	0.14%	+0.00
AEP American Electric Power	Add +6.6%	0.15%	+0.00
MO Altria Group Inc.	Add +4.5%	0.04%	+0.00
DPZ Domino's Pizza Inc.	Add +0.1%	0.14%	−0.00
ACGL Arch Capital Group Ltd.	Add +2.2%	0.16%	−0.01
ZTS Zoetis Inc.	Add +0.7%	0.15%	−0.01
AAPL Apple Inc.	Add +1.9%	2.18%	−0.15

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