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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.4 Million 5.13% of portfolio
303,403
Q4 2024 Added 2.62%
$0
$29.3 Million 5.12% of portfolio
1,006,479
Q4 2024 Added 6.43%
$0
$27.3 Million 4.76% of portfolio
255,976
Q4 2024 Added 2.28%
$0
$17.2 Million 3.0% of portfolio
29,167
Q4 2024 Reduced 3.77%
$0
$16.4 Million 2.86% of portfolio
361,723
Q4 2024 Added 6.9%
$0
$15.7 Million 2.75% of portfolio
210,757
Q4 2024 Added 1.54%
$0
$15.2 Million 2.66% of portfolio
318,526
Q4 2024 Added 3.07%
$0
$12.9 Million 2.25% of portfolio
144,597
Q4 2024 Added 3.86%
$0
$10.2 Million 1.78% of portfolio
198,539
Q4 2024 Added 4.48%
$0
$9.76 Million 1.7% of portfolio
113,993
Q4 2024 Added 5.05%
$0
$9.04 Million 1.58% of portfolio
65,721
Q4 2024 Added 2.17%
$0
$8.71 Million 1.52% of portfolio
114,572
Q4 2024 Added 4.14%
$0
$7.4 Million 1.29% of portfolio
215,430
Q4 2024 Reduced 12.45%
$0
$6.99 Million 1.22% of portfolio
234,188
Q4 2024 Added 5.37%
$0
$6.97 Million 1.22% of portfolio
105,327
Q4 2024 Reduced 1.96%
$0
$6.7 Million 1.17% of portfolio
261,892
Q4 2024 Added 5.22%
$0
$5.38 Million 0.94% of portfolio
63,885
Q4 2024 Added 2.58%
$0
$5.17 Million 0.9% of portfolio
22,215
Q4 2024 Reduced 6.47%
$0
$4.96 Million 0.87% of portfolio
121,994
Q4 2024 Added 7.46%
$0
$4.31 Million 0.75% of portfolio
82,515
Q4 2024 Added 7.3%
$0
$3.74 Million 0.65% of portfolio
6,380
Q4 2024 Reduced 2.06%
$0
$3.7 Million 0.65% of portfolio
12,782
Q4 2024 Reduced 3.5%
$0
$3.47 Million 0.61% of portfolio
134,086
Q4 2024 Added 100.67%
$0
$2.67 Million 0.47% of portfolio
45,342
Q4 2024 Reduced 6.93%
$0
$2.1 Million 0.37% of portfolio
15,867
Q4 2024 Added 9.95%
$0
$1.63 Million 0.28% of portfolio
22,688
Q4 2024 Reduced 1.15%
$0
$1.57 Million 0.27% of portfolio
30,365
Q4 2024 Reduced 0.58%
$0
$1.48 Million 0.26% of portfolio
11,196
Q4 2024 Added 69.0%
$0
$1.51 Million 0.26% of portfolio
19,734
Q4 2024 Reduced 1.01%
$0
$1.5 Million 0.26% of portfolio
6,670
Q4 2024 Reduced 7.31%
$0
$1.33 Million 0.23% of portfolio
26,487
Q4 2024 Reduced 4.07%
$0
$1.2 Million 0.21% of portfolio
20,849
Q4 2024 Reduced 11.52%
$0
$1.02 Million 0.18% of portfolio
13,139
Q4 2024 Reduced 11.44%
$0
$1.02 Million 0.18% of portfolio
21,130
Q4 2024 Reduced 0.28%
$0
$975,000 0.17% of portfolio
12,625
Q4 2024 Reduced 5.0%
$0
$921,000 0.16% of portfolio
43,775
Q4 2024 Reduced 4.94%
$0
$865,000 0.15% of portfolio
38,146
Q4 2024 Added 126.1%
$0
$778,000 0.14% of portfolio
10,288
Q4 2024 New
$0
$727,000 0.13% of portfolio
12,700
Q4 2024 Added 30.59%
$0
$661,000 0.12% of portfolio
23,718
Q4 2024 Added 228.87%
$0
$679,000 0.12% of portfolio
26,060
Q4 2024 Added 187.61%
$0
$647,000 0.11% of portfolio
7,268
Q4 2024 Reduced 3.58%
$0
$506,000 0.09% of portfolio
4,177
Q4 2024 Reduced 13.39%
$98B
$458,000 0.08% of portfolio
1,894
Q4 2024 New
$0
$378,000 0.07% of portfolio
3,775
Q4 2024 Added 14.6%
$0
$411,000 0.07% of portfolio
1,025
Q3 2024 Reduced 0.97%
$0
$372,000 0.06% of portfolio
599
Q4 2024 Reduced 50.08%
$0
$334,000 0.06% of portfolio
1,876
Q4 2024 Added 11.14%
$0
$312,000 0.05% of portfolio
12,999
Q4 2024 Added 107.59%

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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