Capital Insight Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Capital Insight Partners, LLC reported 163 stock positions worth $604.0 million. Its top holding was Neos ETF Trust at 5.0% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 4.4%) and iShares Core S&P 500 ETF (IVV, 4.2%). Compared with Q2 2025, it opened 6 new positions, sold out of 5, added to 42 and reduced 99. The biggest buy was a new position in Cap Group Municipal Income (CGMU) and the biggest sale iShares National Muni Bond E (MUB, shares −43%).
- Most Recent 13F
- Q1 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001664385
- Portfolio Value
- $604.0M (Q3 2025)
- SEC Filing
- 0001104659-25-098878 ↗ filed Oct 14, 2025
Holdings Value
Holdings 163 stocks · $604.0M
| NEOS ETF TRUST | 5.00% | 963,550 | $30.2M | Reduce -2.2% |
| AGG iShares Core U.S. Aggregate | 4.43% | 266,873 | $26.8M | Reduce -1.6% |
| IVV iShares Core S&P 500 ETF | 4.17% | 37,600 | $25.2M | Add +23.5% |
| NVDA Nvidia Corp. | 3.04% | 98,499 | $18.4M | Add +7.9% |
| XLK SS Technology Select Sector | 2.78% | 59,662 | $16.8M | Add +15.6% |
| IXUS iShares Core Intl Stock ETF | 2.68% | 195,962 | $16.2M | Add +57.9% |
| VMBS Vanguard Mortgage-Backed Sec | 2.62% | 336,727 | $15.8M | Reduce -1.1% |
| MUB iShares National Muni Bond E | 2.61% | 147,836 | $15.7M | Reduce -42.9% |
| BIV Vanguard Intermediate-Term B | 2.50% | 193,714 | $15.1M | Reduce -1.4% |
| AAPL Apple Inc. | 2.43% | 57,741 | $14.7M | Reduce -5.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.38% | 294,464 | $14.4M | Reduce -1.3% |
| CGMU Cap Group Municipal Income | 2.29% | 505,762 | $13.8M | New |
| EMB iShares JP Morgan Usd Emergi | 2.04% | 129,435 | $12.3M | Reduce -2.3% |
| MSFT Microsoft Corp. | 1.82% | 21,250 | $11.0M | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 1.81% | 45,043 | $10.9M | Add +2.8% |
| META Meta Platforms Inc. Class A | 1.67% | 13,746 | $10.1M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 1.59% | 30,424 | $9.6M | Reduce -3.2% |
| XLE SS Energy Select Sector | 1.58% | 106,894 | $9.5M | Reduce -4.0% |
| CASY Casey's General Stores Inc. | 1.55% | 16,571 | $9.4M | Reduce -1.5% |
| ORCL Oracle Corp. | 1.50% | 32,161 | $9.0M | Reduce -13.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.47% | 164,465 | $8.9M | Reduce -3.7% |
| XLP SS Consumer Staples Sel Sect | 1.38% | 106,520 | $8.3M | Reduce -1.1% |
| BKNG Booking Holdings Inc. | 1.33% | 1,492 | $8.1M | Reduce -4.1% |
| XLV SS Health Care Select Sector | 1.29% | 56,191 | $7.8M | Reduce -7.3% |
| ISRG Intuitive Surgical Inc. | 1.28% | 17,298 | $7.7M | Add +0.9% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.14% | 276,142 | $6.9M | Add +2.3% |
| ICE Intercontinental Exchange Inc. | 1.14% | 40,854 | $6.9M | Add +0.8% |
| AMZN Amazon.com Inc. | 1.11% | 30,514 | $6.7M | Reduce -1.8% |
| MA Mastercard Inc. Class A | 1.05% | 11,147 | $6.3M | Reduce -6.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.99% | 68,421 | $6.0M | Add +1.9% |
| IEF iShares 7-10 Year Treasury B | 0.98% | 61,307 | $5.9M | Reduce -1.0% |
| AVGO Broadcom Inc. | 0.97% | 17,729 | $5.8M | Add +14.2% |
| RSG Republic Services Inc. | 0.95% | 25,010 | $5.7M | Add +3.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.93% | 19,056 | $5.6M | Add +6.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.88% | 103,419 | $5.3M | Reduce -4.3% |
| XLB SS Materials Select Sector | 0.87% | 58,870 | $5.3M | Reduce -0.5% |
| SHLD Global X Defense Tech ETF | 0.84% | 72,303 | $5.1M | New |
| XLC SS Comm Select Sector SPDR | 0.84% | 42,657 | $5.0M | Add +30.9% |
| CHKP Check Point Software Tech | 0.82% | 23,850 | $4.9M | Reduce -0.2% |
| XLY SS Consumer Disc Select Sect | 0.80% | 20,278 | $4.9M | Add +14.9% |
| IGF iShares Global Infrastructur | 0.77% | 76,541 | $4.7M | Reduce -0.6% |
| HD Home Depot Inc. | 0.76% | 11,330 | $4.6M | Reduce -1.9% |
| FIX Comfort Systems USA Inc. | 0.74% | 5,426 | $4.5M | Add +35.2% |
| PGR Progressive Corp. | 0.73% | 17,763 | $4.4M | Reduce -14.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.72% | 4,492 | $4.3M | Reduce -1.9% |
| XLRE SS Real Estate Select Sector | 0.71% | 102,414 | $4.3M | Reduce -0.8% |
| HON Honeywell International Inc. | 0.70% | 20,082 | $4.2M | Reduce -16.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 12,399 | $4.1M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 6,104 | $4.1M | Add +0.7% |
| NFLX Netflix Inc. | 0.66% | 3,306 | $4.0M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.65% | 26,998 | $3.9M | Add +0.4% |
| LOGI Logitech International-Reg | 0.64% | 35,094 | $3.8M | Reduce -4.0% |
| COST Costco Wholesale Corp. | 0.63% | 4,086 | $3.8M | Add +1.6% |
| NVS Novartis AG-Sponsored ADR | 0.60% | 28,348 | $3.6M | Reduce -0.3% |
| MANH Manhattan Associates Inc. | 0.55% | 16,334 | $3.3M | Reduce -7.3% |
| CHE Chemed Corp. | 0.54% | 7,220 | $3.2M | Reduce -21.9% |
| ODFL Old Dominion Freight Line | 0.52% | 22,325 | $3.1M | Reduce -11.1% |
| RELX Relx PLC - Spon ADR | 0.52% | 65,249 | $3.1M | Add +1.4% |
| EW Edwards Lifesciences Corp. | 0.50% | 39,076 | $3.0M | Reduce -20.8% |
| ORLY O'reilly Automotive Inc. | 0.50% | 27,786 | $3.0M | Add +0.7% |
| VXUS Vanguard Total Intl Stock | 0.49% | 39,920 | $2.9M | Reduce -1.8% |
| UNH Unitedhealth Group Inc. | 0.47% | 8,138 | $2.8M | Reduce -8.6% |
| KRE SS SPDR S&P Regional Bank | 0.46% | 43,621 | $2.8M | Add +2.9% |
| PANW Palo Alto Networks Inc. | 0.45% | 13,251 | $2.7M | Reduce -0.8% |
| WMT Walmart Inc. | 0.42% | 24,390 | $2.5M | Add +0.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.41% | 44,357 | $2.5M | Reduce -12.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.39% | 25,005 | $2.4M | Reduce -5.7% |
| SCHA Schwab US Small-Cap ETF | 0.35% | 75,141 | $2.1M | Add +12.2% |
| IBB iShares Biotechnology ETF | 0.34% | 14,112 | $2.0M | Reduce -2.6% |
| TOL Toll Brothers Inc. | 0.33% | 14,581 | $2.0M | Add +1.6% |
| XLI SS Industrial Select Sector | 0.33% | 12,887 | $2.0M | Add +7.1% |
| GFL GFL Environmental Inc.-Sub VT | 0.32% | 40,792 | $1.9M | Reduce -0.8% |
| TSCO Tractor Supply Company | 0.31% | 32,870 | $1.9M | Add +1.7% |
| BND Vanguard Total Bond Market | 0.29% | 23,330 | $1.7M | Add +0.8% |
| AOA iShares Core 80/20 Aggressiv | 0.29% | 19,625 | $1.7M | Reduce -0.0% |
| V Visa Inc. Class A | 0.29% | 5,051 | $1.7M | Reduce -2.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 5,894 | $1.6M | New |
| FDS Factset Research Systems Inc. | 0.27% | 5,742 | $1.6M | Reduce -27.0% |
| HCA HCA Healthcare Inc. | 0.27% | 3,848 | $1.6M | Reduce -0.8% |
| NOW ServiceNow Inc. | 0.26% | 1,693 | $1.6M | Reduce -0.5% |
| URI United Rentals Inc. | 0.24% | 1,526 | $1.5M | Add +6.3% |
| AOR iShares Core 60/40 Balanced | 0.23% | 21,129 | $1.4M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.22% | 5,548 | $1.4M | Add +0.2% |
| LOPE Grand Canyon Education Inc. | 0.20% | 5,412 | $1.2M | Reduce -0.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.19% | 21,261 | $1.1M | Reduce -29.8% |
| TIMB Tim SA-ADR | 0.18% | 50,000 | $1.1M | New |
| EQH Equitable Holdings Inc. | 0.18% | 21,902 | $1.1M | Reduce -0.8% |
| XLF SS Financial Select Sector | 0.18% | 20,167 | $1.1M | Reduce -0.1% |
| AFL Aflac Inc. | 0.18% | 9,474 | $1.1M | Reduce -0.8% |
| NTAP Netapp Inc. | 0.17% | 8,556 | $1.0M | Reduce -0.3% |
| VVV Valvoline Inc. | 0.16% | 27,683 | $994K | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.16% | 2,788 | $991K | Add +35.3% |
| GPK Graphic Packaging Holding Co. | 0.16% | 50,290 | $984K | Reduce -0.8% |
| CMF iShares California Muni Bond | 0.16% | 17,074 | $974K | Add +115.1% |
| AEP American Electric Power | 0.16% | 8,494 | $956K | Reduce -0.7% |
| ACGL Arch Capital Group Ltd. | 0.15% | 10,219 | $927K | No change |
| SMFG Sumitomo Mitsui-Spons ADR | 0.15% | 53,485 | $895K | Add +0.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.15% | 19,547 | $890K | Reduce -6.9% |
| CAT Caterpillar Inc. | 0.15% | 1,854 | $885K | Reduce -0.8% |
| LEN Lennar Corp. Class A | 0.15% | 6,970 | $878K | Reduce -0.8% |
Portfolio Sells Q2 2025 → Q3 2025
| MUB iShares National Muni Bond E | Reduce -42.9% | 2.61% | −2.09 |
| UL Unilever PLC | Sold out | 0.00% | −0.43 |
| CP Canadian Pacific Kansas City | Reduce -74.5% | 0.12% | −0.40 |
| TM Toyota Motor Corp. -Spon ADR | Sold out | 0.00% | −0.36 |
| FDS Factset Research Systems Inc. | Reduce -27.0% | 0.27% | −0.34 |
| HON Honeywell International Inc. | Reduce -16.7% | 0.70% | −0.28 |
| CHE Chemed Corp. | Reduce -21.9% | 0.54% | −0.25 |
| AGG iShares Core U.S. Aggregate | Reduce -1.6% | 4.43% | −0.25 |
| NEOS ETF TRUST | Reduce -2.2% | 5.00% | −0.24 |
| PGR Progressive Corp. | Reduce -14.4% | 0.73% | −0.24 |
| BKNG Booking Holdings Inc. | Reduce -4.1% | 1.33% | −0.23 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.21 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -12.3% | 0.41% | −0.20 |
| ODFL Old Dominion Freight Line | Reduce -11.1% | 0.52% | −0.19 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.17 |
| EW Edwards Lifesciences Corp. | Reduce -20.8% | 0.50% | −0.17 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -1.3% | 2.38% | −0.14 |
| BIV Vanguard Intermediate-Term B | Reduce -1.4% | 2.50% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 1.67% | −0.14 |
| XLP SS Consumer Staples Sel Sect | Reduce -1.1% | 1.38% | −0.13 |
| XLV SS Health Care Select Sector | Reduce -7.3% | 1.29% | −0.12 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -1.1% | 2.62% | −0.12 |
| NFLX Netflix Inc. | Reduce -0.2% | 0.66% | −0.11 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -3.7% | 1.47% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -6.0% | 1.05% | −0.11 |
| CHKP Check Point Software Tech | Reduce -0.2% | 0.82% | −0.10 |
| EMB iShares JP Morgan Usd Emergi | Reduce -2.3% | 2.04% | −0.09 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -29.8% | 0.19% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -1.8% | 1.11% | −0.07 |
| XLE SS Energy Select Sector | Reduce -4.0% | 1.58% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -35.4% | 0.09% | −0.06 |
| IEF iShares 7-10 Year Treasury B | Reduce -1.0% | 0.98% | −0.05 |
| MANH Manhattan Associates Inc. | Reduce -7.3% | 0.55% | −0.05 |
| TS Tenaris SA-ADR | Reduce -19.4% | 0.14% | −0.05 |
| TTD Trade Desk Inc./the Class A | Reduce -10.0% | 0.07% | −0.05 |
| NOW ServiceNow Inc. | Reduce -0.5% | 0.26% | −0.05 |
| SPSB SS SPDR P St C Corp. ETF | Sold out | 0.00% | −0.04 |
| GFL GFL Environmental Inc.-Sub VT | Reduce -0.8% | 0.32% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -23.5% | 0.10% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -5.7% | 0.39% | −0.04 |
| V Visa Inc. Class A | Reduce -2.5% | 0.29% | −0.03 |
| AMT American Tower Corp. | Reduce -11.1% | 0.09% | −0.03 |
| EQH Equitable Holdings Inc. | Reduce -0.8% | 0.18% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -15.0% | 0.13% | −0.03 |
| XLB SS Materials Select Sector | Reduce -0.5% | 0.87% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -0.8% | 0.71% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -0.8% | 0.45% | −0.03 |
| CPAY Corpay Inc. | Reduce -0.8% | 0.12% | −0.03 |
| CTSH Cognizant Tech Solutions-A | Reduce -0.9% | 0.11% | −0.03 |
| DE Deere & Co. | Reduce -0.7% | 0.14% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| CGMU Cap Group Municipal Income | New | 2.29% | +2.29 |
| IXUS iShares Core Intl Stock ETF | Add +57.9% | 2.68% | +1.01 |
| IVV iShares Core S&P 500 ETF | Add +23.5% | 4.17% | +0.88 |
| SHLD Global X Defense Tech ETF | New | 0.84% | +0.84 |
| NVDA Nvidia Corp. | Add +7.9% | 3.04% | +0.54 |
| XLK SS Technology Select Sector | Add +15.6% | 2.78% | +0.51 |
| GOOGL Alphabet Inc. Class A | Add +2.8% | 1.81% | +0.47 |
| FIX Comfort Systems USA Inc. | Add +35.2% | 0.74% | +0.37 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.27% | +0.27 |
| AVGO Broadcom Inc. | Add +14.2% | 0.97% | +0.22 |
| XLC SS Comm Select Sector SPDR | Add +30.9% | 0.84% | +0.22 |
| TIMB Tim SA-ADR | New | 0.18% | +0.18 |
| XLY SS Consumer Disc Select Sect | Add +14.9% | 0.80% | +0.14 |
| CMF iShares California Muni Bond | Add +115.1% | 0.16% | +0.08 |
| TJX TJX Companies Inc. | Add +0.4% | 0.65% | +0.07 |
| ORLY O'reilly Automotive Inc. | Add +0.7% | 0.50% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.8% | 0.93% | +0.06 |
| GLD SPDR Gold Shares | Add +35.3% | 0.16% | +0.05 |
| URI United Rentals Inc. | Add +6.3% | 0.24% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.22% | +0.05 |
| SCHA Schwab US Small-Cap ETF | Add +12.2% | 0.35% | +0.05 |
| TOL Toll Brothers Inc. | Add +1.6% | 0.33% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +1.9% | 0.99% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.03% | +0.03 |
| SCHM Schwab US Mid Cap ETF | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 0.67% | +0.02 |
| XLI SS Industrial Select Sector | Add +7.1% | 0.33% | +0.02 |
| KRE SS SPDR S&P Regional Bank | Add +2.9% | 0.46% | +0.02 |
| MSFT Microsoft Corp. | Add +1.6% | 1.82% | +0.01 |
| TSCO Tractor Supply Company | Add +1.7% | 0.31% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +1.4% | 0.06% | +0.01 |
| DGX Quest Diagnostics Inc. | Add +15.7% | 0.07% | +0.01 |
| SMFG Sumitomo Mitsui-Spons ADR | Add +0.5% | 0.15% | +0.01 |
| TRMB Trimble Inc. | Add +5.3% | 0.12% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +4.5% | 0.08% | +0.01 |
| WMT Walmart Inc. | Add +0.7% | 0.42% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +1.1% | 0.08% | +0.00 |
| AOR iShares Core 60/40 Balanced | Add +0.8% | 0.23% | +0.00 |
| MINT PIMCO Enhanced Short Maturit | Add +1.2% | 0.08% | −0.00 |
| BND Vanguard Total Bond Market | Add +0.8% | 0.29% | −0.01 |
| SYK Stryker Corp. | Add +1.5% | 0.14% | −0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +2.3% | 1.14% | −0.02 |
| SFM Sprouts Farmers Market Inc. | Add +1.3% | 0.04% | −0.03 |
| COST Costco Wholesale Corp. | Add +1.6% | 0.63% | −0.07 |
| RSG Republic Services Inc. | Add +3.5% | 0.95% | −0.09 |
| RELX Relx PLC - Spon ADR | Add +1.4% | 0.52% | −0.09 |
| ICE Intercontinental Exchange Inc. | Add +0.8% | 1.14% | −0.15 |
| ISRG Intuitive Surgical Inc. | Add +0.9% | 1.28% | −0.34 |
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 |