Capital Insight Partners, LLC Portfolio Holdings

Capital Insight Partners, LLC

  • $573 Million
  • Q4 2024

Capital Insight Partners, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $573 Million distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $29.4M, Shp ETF Tr Fis Biblically Resp with a value of $29.3M, Ishares National Muni Bond ETF with a value of $27.3M, Ishares Core S&P 500 ETF with a value of $17.2M, and Vanguard Mortg Backed Sec ETF with a value of $16.4M.

Examining the 13F form we can see an increase of $8.47M in the current position value, from $565M to 573M.

Below you can find more details about Capital Insight Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $573 Million
ETFs: $264 Million
Technology: $69.3 Million
Consumer Cyclical: $49.7 Million
Financial Services: $46 Million
Healthcare: $37.2 Million
Industrials: $30.8 Million
Communication Services: $29.9 Million
Energy: $9.25 Million
Other: $7.13 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5T
$15.1 Million 2.64% of portfolio
60,402
Q4 2024 Added 0.19%
$174B
$9.37 Million 1.63% of portfolio
17,946
Q4 2024 Added 2.55%
$1.3T
$8.92 Million 1.56% of portfolio
15,124
Q4 2024 Reduced 1.79%
$922B
$8.54 Million 1.49% of portfolio
45,107
Q4 2024 Reduced 3.81%
$2.82T
$8.56 Million 1.49% of portfolio
20,320
Q4 2024 Added 4.5%
$184B
$8.47 Million 1.48% of portfolio
1,705
Q4 2024 Reduced 1.96%
$712B
$7.98 Million 1.39% of portfolio
33,285
Q4 2024 Reduced 1.92%
$273B
$7.55 Million 1.32% of portfolio
56,229
Q4 2024 Added 5.74%
$16.1B
$7.06 Million 1.23% of portfolio
17,830
Q4 2024 Added 1.87%
$1.96T
$6.86 Million 1.2% of portfolio
31,264
Q4 2024 Added 5.73%
$516B
$6.81 Million 1.19% of portfolio
12,931
Q4 2024 Added 3.45%
$380B
$6.52 Million 1.14% of portfolio
39,113
Q4 2024 Added 0.91%
$97.6B
$6.37 Million 1.11% of portfolio
42,767
Q4 2024 Added 3.32%
$141B
$5.93 Million 1.04% of portfolio
26,273
Q4 2024 Added 1.68%
$9.03B
$5.63 Million 0.98% of portfolio
10,633
Q4 2024 Added 5.34%
$331B
$5.41 Million 0.94% of portfolio
123,047
Q4 2024 Added 0.12%
$2.96B
$5.05 Million 0.88% of portfolio
65,476
Q4 2024 Added 4.01%
$5.94B
$4.76 Million 0.83% of portfolio
89,692
Q4 2024 Added 2,622.89%
$367B
$4.76 Million 0.83% of portfolio
12,244
Q4 2024 Added 2.55%
$28.6B
$4.7 Million 0.82% of portfolio
25,166
Q4 2024 Added 7.0%
$483B
$4.68 Million 0.82% of portfolio
9,247
Q4 2024 Added 5.48%
$43.8B
$4.63 Million 0.81% of portfolio
62,492
Q4 2024 Added 3.59%
$18.4B
$4.54 Million 0.79% of portfolio
25,742
Q4 2024 Added 5.8%
$17.1B
$4.54 Million 0.79% of portfolio
9,454
Q4 2024 Reduced 15.88%
$156B
$4.49 Million 0.78% of portfolio
52,212
Q4 2024 Added 13.0%
$23.1B
$4.4 Million 0.77% of portfolio
116,507
Q4 2024 Added 3.77%
$163B
$4.38 Million 0.76% of portfolio
18,284
Q4 2024 Added 4.52%
$14.1B
$4.26 Million 0.74% of portfolio
51,687
Q4 2024 Added 8.05%
$10.8B
$4.05 Million 0.71% of portfolio
14,992
Q4 2024 Added 3.12%
$17.7B
$3.95 Million 0.69% of portfolio
62,676
Q4 2024 Added 6.85%
$11.5B
$3.42 Million 0.6% of portfolio
16,336
Q4 2024 Added 6.82%
$6.21B
$3.44 Million 0.6% of portfolio
95,071
Q4 2024 Added 5.81%
$161B
$3.36 Million 0.59% of portfolio
89,517
Q4 2024 Added 1.32%
$137B
$3.3 Million 0.58% of portfolio
27,328
Q4 2024 Added 12.0%
$268B
$3.25 Million 0.57% of portfolio
4,691
Q4 2024 Added 9.42%
$96.1B
$3.18 Million 0.56% of portfolio
70,087
Q4 2024 Reduced 18.31%
$123B
$3.17 Million 0.55% of portfolio
49,695
Q4 2024 Added 2.68%
$6.32B
$2.95 Million 0.52% of portfolio
42,775
Q4 2024 Added 6.49%
$5.5B
$2.9 Million 0.51% of portfolio
100,855
Q4 2024 Added 4.71%
$242B
$2.89 Million 0.5% of portfolio
29,669
Q4 2024 Added 10.16%
$10.3B
$2.89 Million 0.5% of portfolio
32,534
Q4 2024 Added 5.02%
$5.58B
$2.58 Million 0.45% of portfolio
13,477
Q4 2024 Added 2.89%
$245B
$2.59 Million 0.45% of portfolio
13,286
Q4 2024 Added 5.55%
$79.7B
$2.6 Million 0.45% of portfolio
34,300
Q4 2024 Added 11.57%
$150B
$2.52 Million 0.44% of portfolio
44,511
Q4 2024 Added 4.87%
$51.7B
$2.34 Million 0.41% of portfolio
12,872
Q4 2024 Added 113.11%
$11.9B
$2.01 Million 0.35% of portfolio
15,984
Q4 2024 Added 7.14%
$15.8B
$1.77 Million 0.31% of portfolio
39,752
Q4 2024 Added 7.55%
$561B
$1.71 Million 0.3% of portfolio
5,416
Q4 2024 Reduced 3.16%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $573 Million
  • Prior Value $565 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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