Capital Insight Partners, LLC

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

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 Q3 2024 Q4 2024: $578.5M Q4 2024 Q1 2025: $573.1M Q1 2025 Q2 2025: $575.4M $575.4M Q2 2025 Q3 2025: $604.0M Q3 2025 Q4 2025: $472.5M Q4 2025 Q1 2026: $0 Q1 2026

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%
ZTS Zoetis Inc. 0.15% 5,578 $870K Add +0.7%
CPAY Corpay Inc. 0.15% 2,607 $865K No change
VCSH Vanguard S/T Corp. Bond ETF 0.15% 10,848 $862K Reduce -10.6%
DPZ Domino's Pizza Inc. 0.14% 1,833 $826K Add +0.1%
DHR Danaher Corp. 0.14% 4,173 $824K Add +12.8%
SMFG Sumitomo Mitsui-Spons ADR 0.14% 53,223 $804K Add +4.1%
OWL Blue Owl Capital Inc. 0.14% 40,574 $779K No change
LLY Eli Lilly & Co. 0.14% 999 $779K Reduce -1.9%
LEN Lennar Corp. Class A 0.14% 7,030 $778K Reduce -0.9%
BG Bunge Global SA 0.13% 9,518 $764K No change
CTSH Cognizant Tech Solutions-A 0.13% 9,790 $764K Reduce -0.8%
SCHH Schwab US REIT ETF 0.13% 35,803 $758K Reduce -3.8%
EG Everest Group Ltd. 0.13% 2,141 $728K Reduce -1.8%
CAT Caterpillar Inc. 0.13% 1,868 $725K Reduce -2.6%
DDOG Datadog Inc. Class A 0.13% 5,373 $722K Add +0.2%
SCHZ Schwab US Aggregate Bond ETF 0.12% 29,875 $694K Reduce -21.6%
AMT American Tower Corp. 0.12% 3,106 $686K Add +0.8%
SCHV Schwab US Large-Cap Value 0.12% 24,570 $680K Reduce -2.0%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.12% 9,360 $674K New
SCHG Schwab US Large-Cap Growth 0.11% 21,929 $641K Reduce -1.1%
GLD SPDR Gold Shares 0.11% 2,061 $628K Add +8.8%
TRMB Trimble Inc. 0.11% 8,135 $618K No change
FCX Freeport-McMoran Inc. 0.11% 14,175 $614K No change
FCN Fti Consulting Inc. 0.11% 3,764 $608K Reduce -72.6%
EOG EOG Resources Inc. 0.10% 4,891 $585K No change
COP Conocophillips 0.10% 6,348 $570K No change
MCD McDonald's Corp. 0.10% 1,920 $561K No change
WELL Welltower Inc. 0.09% 3,500 $538K New
AXON Axon Enterprise Inc. 0.09% 647 $536K New
HII Huntington Ingalls Industrie 0.09% 2,217 $535K Add +3.7%
OSK Oshkosh Corp. 0.09% 4,599 $522K No change
NEE Nextera Energy Inc. 0.09% 7,050 $489K New
MINT PIMCO Enhanced Short Maturit 0.08% 4,858 $488K Reduce -10.9%
VNQ Vanguard Real Estate ETF 0.08% 5,439 $484K No change
QUAL iShares MSCI USA Quality Fac 0.08% 2,561 $468K Reduce -8.4%
CMF iShares California Muni Bond 0.08% 7,937 $442K Reduce -44.4%
IWF iShares Russell 1000 Growth 0.08% 1,025 $435K No change
VDE Vanguard Energy ETF 0.07% 3,507 $418K Reduce -16.0%
SFM Sprouts Farmers Market Inc. 0.07% 2,423 $399K New
VGT Vanguard Info Tech ETF 0.07% 599 $397K No change
DGX Quest Diagnostics Inc. 0.06% 2,000 $359K New
SCHB Schwab US Broad Market ETF 0.05% 13,218 $315K No change
SCHO Schwab Short-Term US Treas 0.05% 12,729 $310K Reduce -2.1%
DRI Darden Restaurants Inc. 0.05% 1,349 $294K No change
ICSH iShares Ultra Short Duration 0.05% 5,665 $287K Reduce -16.4%
PAVE Global X US Infrastructure 0.05% 6,059 $264K No change
KO The Coca-Cola Co. 0.04% 3,643 $258K No change
PLTR Palantir Technologies Inc. Class A 0.04% 1,830 $249K New
SPSB SS SPDR P St C Corp. ETF 0.04% 8,108 $245K Reduce -96.5%
TSLA Tesla Inc. 0.04% 755 $240K Reduce -6.3%
VOO Vanguard S&P 500 ETF 0.04% 422 $240K Reduce -0.5%
ABT Abbott Laboratories 0.04% 1,753 $238K Add +4.5%
JPST JPMorgan Ultra-Short Income 0.04% 4,696 $238K No change
TT Trane Technologies PLC 0.04% 536 $234K New
ETN Eaton Corp. PLC 0.04% 651 $232K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 776 $229K New
F Ford Motor Co. filed as FORD MTR CO 0.04% 21,000 $228K No change
IWM iShares Russell 2000 ETF 0.04% 1,050 $227K No change
XOM Exxon Mobil Corp. 0.04% 2,083 $225K Reduce -2.9%
BRK.B Berkshire Hathaway Inc. Class B 0.04% 453 $220K Reduce -41.4%
MO Altria Group Inc. 0.04% 3,579 $210K Add +4.5%
IJH iShares Core S&P Midcap ETF 0.04% 3,345 $207K New

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

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