Capital Insight Partners, LLC Portfolio Holdings

Capital Insight Partners, LLC

  • $583 Million
  • Q3 2025

Capital Insight Partners, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $583 Million distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Shp ETF Tr Fis Biblically Resp with a value of $30.2M, Ishares Core U.S. Aggregate Bo with a value of $26.8M, Ishares Core S&P 500 ETF with a value of $25.2M, Nvidia Corp with a value of $18.4M, and Technology Sector Spdr with a value of $16.8M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $570M to 583M.

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

Portfolio value $583 Million
ETFs: $283 Million
Technology: $85.4 Million
Consumer Cyclical: $43.5 Million
Financial Services: $41.6 Million
Communication Services: $30.6 Million
Healthcare: $28.2 Million
Industrials: $25.5 Million
Consumer Defensive: $8.22 Million
Other: $6.38 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$18.4 Million 3.15% of portfolio
98,499
Q3 2025 Added 7.86%
$4.3T
$14.7 Million 2.52% of portfolio
57,741
Q3 2025 Reduced 5.74%
$3.78T
$11 Million 1.89% of portfolio
21,250
Q3 2025 Added 1.59%
$1.65T
$10.9 Million 1.88% of portfolio
45,043
Q3 2025 Added 2.8%
$1.37T
$10.1 Million 1.73% of portfolio
13,746
Q3 2025 Reduced 2.4%
$881B
$9.6 Million 1.65% of portfolio
30,424
Q3 2025 Reduced 3.18%
$20.1B
$9.37 Million 1.61% of portfolio
16,571
Q3 2025 Reduced 1.5%
$593B
$9.04 Million 1.55% of portfolio
32,161
Q3 2025 Reduced 13.92%
$191B
$8.06 Million 1.38% of portfolio
1,492
Q3 2025 Reduced 4.11%
$193B
$7.74 Million 1.33% of portfolio
17,298
Q3 2025 Added 0.95%
$84.9B
$6.88 Million 1.18% of portfolio
40,854
Q3 2025 Added 0.8%
$2.39T
$6.7 Million 1.15% of portfolio
30,514
Q3 2025 Reduced 1.75%
$512B
$6.34 Million 1.09% of portfolio
11,147
Q3 2025 Reduced 6.04%
$139B
$5.85 Million 1.0% of portfolio
17,729
Q3 2025 Added 14.2%
$66.3B
$5.74 Million 0.99% of portfolio
25,010
Q3 2025 Added 3.47%
$413B
$5.34 Million 0.92% of portfolio
103,419
Q3 2025 Reduced 4.34%
$367B
$4.59 Million 0.79% of portfolio
11,330
Q3 2025 Reduced 1.87%
$32.5B
$4.48 Million 0.77% of portfolio
5,426
Q3 2025 Added 35.24%
$132B
$4.39 Million 0.75% of portfolio
17,763
Q3 2025 Reduced 14.38%
$405B
$4.35 Million 0.75% of portfolio
4,492
Q3 2025 Reduced 1.86%
$132B
$4.23 Million 0.73% of portfolio
20,082
Q3 2025 Reduced 16.68%
$49.1B
$3.96 Million 0.68% of portfolio
3,306
Q3 2025 Reduced 0.18%
$170B
$3.9 Million 0.67% of portfolio
26,998
Q3 2025 Added 0.36%
$19.1B
$3.85 Million 0.66% of portfolio
35,094
Q3 2025 Reduced 3.99%
$404B
$3.78 Million 0.65% of portfolio
4,086
Q3 2025 Added 1.59%
$283B
$3.64 Million 0.62% of portfolio
28,348
Q3 2025 Reduced 0.32%
$11.1B
$3.35 Million 0.57% of portfolio
16,334
Q3 2025 Reduced 7.32%
$6.49B
$3.23 Million 0.55% of portfolio
7,220
Q3 2025 Reduced 21.92%
$14.8B
$3.14 Million 0.54% of portfolio
22,325
Q3 2025 Reduced 11.11%
$79.2B
$3.12 Million 0.53% of portfolio
65,249
Q3 2025 Added 1.45%
$53.4B
$3.04 Million 0.52% of portfolio
39,076
Q3 2025 Reduced 20.75%
$6.2B
$3 Million 0.51% of portfolio
27,786
Q3 2025 Added 0.69%
$300B
$2.81 Million 0.48% of portfolio
8,138
Q3 2025 Reduced 8.58%
$61.4B
$2.7 Million 0.46% of portfolio
13,251
Q3 2025 Reduced 0.78%
$279B
$2.51 Million 0.43% of portfolio
24,390
Q3 2025 Added 0.67%
$109B
$2.46 Million 0.42% of portfolio
44,357
Q3 2025 Reduced 12.35%
$14.8B
$2.01 Million 0.35% of portfolio
14,581
Q3 2025 Added 1.55%
$14.7B
$1.93 Million 0.33% of portfolio
40,792
Q3 2025 Reduced 0.8%
$6.15B
$1.87 Million 0.32% of portfolio
32,870
Q3 2025 Added 1.71%
$533B
$1.72 Million 0.3% of portfolio
5,051
Q3 2025 Reduced 2.49%
$136B
$1.64 Million 0.28% of portfolio
3,848
Q3 2025 Reduced 0.77%
$1.46T
$1.65 Million 0.28% of portfolio
5,894
Q3 2025 New
$10.4B
$1.65 Million 0.28% of portfolio
5,742
Q3 2025 Reduced 26.96%
$169B
$1.56 Million 0.27% of portfolio
1,693
Q3 2025 Reduced 0.53%
$55.9B
$1.46 Million 0.25% of portfolio
1,526
Q3 2025 Added 6.27%
$1.74T
$1.35 Million 0.23% of portfolio
5,548
Q3 2025 Added 0.2%
$5.23B
$1.19 Million 0.2% of portfolio
5,412
Q3 2025 Reduced 0.77%
$11.3B
$1.12 Million 0.19% of portfolio
50,000
Q3 2025 New
$16.8B
$1.11 Million 0.19% of portfolio
21,902
Q3 2025 Reduced 0.8%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $583 Million
  • Prior Value $570 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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