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 Market Cap. of $200 Billions or more

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%
$593B
$9.04 Million 1.55% of portfolio
32,161
Q3 2025 Reduced 13.92%
$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%
$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%
$405B
$4.35 Million 0.75% of portfolio
4,492
Q3 2025 Reduced 1.86%
$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%
$300B
$2.81 Million 0.48% of portfolio
8,138
Q3 2025 Reduced 8.58%
$279B
$2.51 Million 0.43% of portfolio
24,390
Q3 2025 Added 0.67%
$1.46T
$1.65 Million 0.28% of portfolio
5,894
Q3 2025 New
$1.74T
$1.35 Million 0.23% of portfolio
5,548
Q3 2025 Added 0.2%
$291B
$884,000 0.15% of portfolio
1,854
Q3 2025 Reduced 0.75%
$971B
$582,000 0.1% of portfolio
764
Q3 2025 Reduced 23.52%
$224B
$577,000 0.1% of portfolio
1,900
Q3 2025 Reduced 1.04%
$342B
$338,000 0.06% of portfolio
1,855
Q3 2025 Added 1.37%
$1.29T
$315,000 0.05% of portfolio
710
Q3 2025 Reduced 5.96%
$662B
$227,000 0.04% of portfolio
453
Q2 2025 Reduced 41.4%
$228B
$234,000 0.04% of portfolio
1,753
Q2 2025 Added 4.47%
$490B
$233,000 0.04% of portfolio
2,068
Q3 2025 Reduced 0.72%
$306B
$241,000 0.04% of portfolio
3,643
Q4 2024 Reduced 4.71%
$266B
$218,000 0.04% of portfolio
776
Q2 2025 New

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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