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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.2 Million 5.19% of portfolio
963,550
Q3 2025 Reduced 2.19%
$0
$26.8 Million 4.59% of portfolio
266,873
Q3 2025 Reduced 1.6%
$0
$25.2 Million 4.32% of portfolio
37,600
Q3 2025 Added 23.47%
$0
$16.8 Million 2.89% of portfolio
59,662
Q3 2025 Added 15.55%
$0
$16.2 Million 2.78% of portfolio
195,962
Q3 2025 Added 57.93%
$0
$15.8 Million 2.71% of portfolio
336,727
Q3 2025 Reduced 1.11%
$0
$15.7 Million 2.7% of portfolio
147,836
Q3 2025 Reduced 42.89%
$0
$15.1 Million 2.6% of portfolio
193,714
Q3 2025 Reduced 1.39%
$0
$14.4 Million 2.47% of portfolio
294,464
Q3 2025 Reduced 1.32%
$0
$12.3 Million 2.11% of portfolio
129,435
Q3 2025 Reduced 2.27%
$0
$9.55 Million 1.64% of portfolio
106,894
Q3 2025 Reduced 4.05%
$0
$8.9 Million 1.53% of portfolio
164,465
Q3 2025 Reduced 3.7%
$0
$8.1 Million 1.39% of portfolio
106,520
Q3 2025 Reduced 1.1%
$0
$7.82 Million 1.34% of portfolio
56,191
Q3 2025 Reduced 7.27%
$0
$6.88 Million 1.18% of portfolio
276,142
Q3 2025 Added 2.32%
$0
$5.91 Million 1.02% of portfolio
61,307
Q3 2025 Reduced 0.97%
$0
$5.6 Million 0.96% of portfolio
19,056
Q3 2025 Added 6.78%
$0
$5.28 Million 0.91% of portfolio
58,870
Q3 2025 Reduced 0.46%
$0
$5.05 Million 0.87% of portfolio
42,657
Q3 2025 Added 30.85%
$0
$4.86 Million 0.83% of portfolio
20,278
Q3 2025 Added 14.94%
$0
$4.68 Million 0.8% of portfolio
76,541
Q3 2025 Reduced 0.63%
$0
$4.31 Million 0.74% of portfolio
102,414
Q3 2025 Reduced 0.82%
$0
$4.07 Million 0.7% of portfolio
12,399
Q3 2025 Reduced 1.82%
$0
$4.07 Million 0.7% of portfolio
6,104
Q3 2025 Added 0.73%
$0
$2.93 Million 0.5% of portfolio
39,920
Q3 2025 Reduced 1.8%
$0
$2.76 Million 0.47% of portfolio
43,621
Q3 2025 Added 2.88%
$0
$2.38 Million 0.41% of portfolio
25,005
Q3 2025 Reduced 5.65%
$0
$2.1 Million 0.36% of portfolio
75,141
Q3 2025 Added 12.21%
$0
$2.04 Million 0.35% of portfolio
14,112
Q3 2025 Reduced 2.58%
$0
$1.99 Million 0.34% of portfolio
12,887
Q3 2025 Added 7.13%
$0
$1.73 Million 0.3% of portfolio
19,625
Q3 2025 Reduced 0.03%
$0
$1.74 Million 0.3% of portfolio
23,330
Q3 2025 Added 0.77%
$0
$1.36 Million 0.23% of portfolio
21,129
Q3 2025 Added 0.82%
$0
$1.13 Million 0.19% of portfolio
21,261
Q3 2025 Reduced 29.75%
$0
$1.09 Million 0.19% of portfolio
20,167
Q3 2025 Reduced 0.11%
$0
$973,000 0.17% of portfolio
17,074
Q3 2025 Added 115.12%
$130B
$991,000 0.17% of portfolio
2,788
Q3 2025 Added 35.27%
$0
$889,000 0.15% of portfolio
19,547
Q3 2025 Reduced 6.87%
$0
$776,000 0.13% of portfolio
9,837
Q3 2025 Reduced 14.96%
$0
$712,000 0.12% of portfolio
24,483
Q3 2025 Reduced 0.35%
$0
$685,000 0.12% of portfolio
21,496
Q3 2025 Reduced 1.97%
$0
$699,000 0.12% of portfolio
29,789
Q3 2025 Reduced 0.29%
$0
$645,000 0.11% of portfolio
29,940
Q3 2025 Reduced 16.38%
$0
$560,000 0.1% of portfolio
7,007
Q3 2025 Reduced 35.41%
$0
$503,000 0.09% of portfolio
2,588
Q3 2025 Added 1.05%
$0
$480,000 0.08% of portfolio
5,252
Q3 2025 Reduced 3.44%
$0
$467,000 0.08% of portfolio
626
Q3 2025 Added 4.51%
$0
$494,000 0.08% of portfolio
4,915
Q3 2025 Added 1.17%
$0
$480,000 0.08% of portfolio
1,025
Q3 2024 Reduced 0.97%

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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