13F HOLDINGS REPORT
CAPITAL INSIGHT PARTNERS, LLC
Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0001104659-25-068598
Total Value
$575.4M
Positions
162
Other Managers
0
Confidential Omitted
No
Holdings (162)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEOS ETF TRUST | 78433H204 | 985,150 | $30.2M | 5.24% |
| 2 | ISHARES TR | 464288414 | 258,852 | $27.0M | 4.70% |
| 3 | ISHARES TR | 464287226 | 271,216 | $26.9M | 4.68% |
| 4 | ISHARES TR | 464287200 | 30,452 | $18.9M | 3.29% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C771 | 340,505 | $15.8M | 2.74% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 196,445 | $15.2M | 2.64% |
| 7 | ISHARES TR | 46432F859 | 298,413 | $14.5M | 2.52% |
| 8 | NVIDIA CORPORATION | NVDA | 91,317 | $14.4M | 2.51% |
| 9 | SELECT SECTOR SPDR TR | 81369Y803 | 51,632 | $13.1M | 2.27% |
| 10 | APPLE INC | AAPL | 61,254 | $12.6M | 2.18% |
| 11 | ISHARES TR | 464288281 | 132,437 | $12.3M | 2.13% |
| 12 | MICROSOFT CORP | MSFT | 20,917 | $10.4M | 1.81% |
| 13 | META PLATFORMS INC | META | 14,084 | $10.4M | 1.81% |
| 14 | ISHARES TR | 46432F834 | 124,079 | $9.6M | 1.67% |
| 15 | SELECT SECTOR SPDR TR | 81369Y506 | 111,411 | $9.4M | 1.64% |
| 16 | INTUITIVE SURGICAL INC | ISRG | 17,136 | $9.3M | 1.62% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 31,422 | $9.1M | 1.58% |
| 18 | ISHARES TR | 464288638 | 170,777 | $9.1M | 1.58% |
| 19 | BOOKING HOLDINGS INC | BKNG | 1,556 | $9.0M | 1.57% |
| 20 | SELECT SECTOR SPDR TR | 81369Y308 | 107,701 | $8.7M | 1.52% |
| 21 | CASEYS GEN STORES INC | 147528103 | 16,823 | $8.6M | 1.49% |
| 22 | ORACLE CORP | ORCL-PD | 37,363 | $8.2M | 1.42% |
| 23 | SELECT SECTOR SPDR TR | 81369Y209 | 60,596 | $8.2M | 1.42% |
| 24 | ALPHABET INC | GOOG | 43,817 | $7.7M | 1.34% |
| 25 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 40,529 | $7.4M | 1.29% |
| 26 | AMAZON COM INC | AMZN | 31,057 | $6.8M | 1.18% |
| 27 | SPDR SERIES TRUST | 78464A284 | 269,870 | $6.7M | 1.16% |
| 28 | MASTERCARD INCORPORATED | MA | 11,863 | $6.7M | 1.16% |
| 29 | REPUBLIC SVCS INC | 760759100 | 24,171 | $6.0M | 1.04% |
| 30 | ISHARES TR | 464287440 | 61,908 | $5.9M | 1.03% |
| 31 | HONEYWELL INTL INC | 438516106 | 24,103 | $5.6M | 0.98% |
| 32 | PROGRESSIVE CORP | 743315103 | 20,747 | $5.5M | 0.96% |
| 33 | SELECT SECTOR SPDR TR | 81369Y886 | 67,111 | $5.5M | 0.95% |
| 34 | CHECK POINT SOFTWARE TECH LT | M22465104 | 23,890 | $5.3M | 0.92% |
| 35 | SELECT SECTOR SPDR TR | 81369Y100 | 59,141 | $5.2M | 0.90% |
| 36 | BANK AMERICA CORP | 060505104 | 108,110 | $5.1M | 0.89% |
| 37 | VANGUARD INDEX FDS | 922908629 | 17,846 | $5.0M | 0.87% |
| 38 | ISHARES TR | 464288372 | 77,023 | $4.6M | 0.79% |
| 39 | CHEMED CORP NEW | CHE | 9,247 | $4.5M | 0.78% |
| 40 | NETFLIX INC | NFLX | 3,312 | $4.4M | 0.77% |
| 41 | BROADCOM INC | AVGO | 15,524 | $4.3M | 0.74% |
| 42 | SELECT SECTOR SPDR TR | 81369Y860 | 103,262 | $4.3M | 0.74% |
| 43 | HOME DEPOT INC | HD | 11,546 | $4.2M | 0.74% |
| 44 | OLD DOMINION FREIGHT LINE IN | ODFL | 25,115 | $4.1M | 0.71% |
| 45 | COSTCO WHSL CORP NEW | 22160K105 | 4,022 | $4.0M | 0.69% |
| 46 | EDWARDS LIFESCIENCES CORP | EW | 49,307 | $3.9M | 0.67% |
| 47 | VANGUARD INDEX FDS | 922908769 | 12,629 | $3.8M | 0.67% |
| 48 | SELECT SECTOR SPDR TR | 81369Y407 | 17,643 | $3.8M | 0.67% |
| 49 | SPDR S&P 500 ETF TR | SPY | 6,060 | $3.7M | 0.65% |
| 50 | ASML HOLDING N V | ASMLF | 4,577 | $3.7M | 0.64% |
| 51 | SELECT SECTOR SPDR TR | 81369Y852 | 32,599 | $3.5M | 0.61% |
| 52 | FACTSET RESH SYS INC | 303075105 | 7,861 | $3.5M | 0.61% |
| 53 | RELX PLC | RLXXF | 64,319 | $3.5M | 0.61% |
| 54 | NOVO-NORDISK A S | NONOF | 50,605 | $3.5M | 0.61% |
| 55 | MANHATTAN ASSOCIATES INC | MANH | 17,625 | $3.5M | 0.60% |
| 56 | NOVARTIS AG | NVSEF | 28,439 | $3.4M | 0.60% |
| 57 | TJX COS INC NEW | 872540109 | 26,901 | $3.3M | 0.58% |
| 58 | LOGITECH INTL S A | H50430232 | 36,553 | $3.3M | 0.57% |
| 59 | CANADIAN PACIFIC KANSAS CITY | CP | 37,978 | $3.0M | 0.52% |
| 60 | VANGUARD STAR FDS | 921909768 | 40,652 | $2.8M | 0.49% |
| 61 | UNITEDHEALTH GROUP INC | UNH | 8,902 | $2.8M | 0.48% |
| 62 | PALO ALTO NETWORKS INC | PANW | 13,355 | $2.7M | 0.47% |
| 63 | SPDR SERIES TRUST | 78464A698 | 42,401 | $2.5M | 0.44% |
| 64 | ISHARES TR | 46429B697 | 26,501 | $2.5M | 0.43% |
| 65 | OREILLY AUTOMOTIVE INC | 67103H107 | 27,596 | $2.5M | 0.43% |
| 66 | UNILEVER PLC | UNLYF | 40,426 | $2.5M | 0.43% |
| 67 | WALMART INC | WMT | 24,227 | $2.4M | 0.41% |
| 68 | COMFORT SYS USA INC | 199908104 | 4,012 | $2.2M | 0.37% |
| 69 | TOYOTA MOTOR CORP | TOYOF | 12,161 | $2.1M | 0.36% |
| 70 | GFL ENVIRONMENTAL INC | GFL | 41,120 | $2.1M | 0.36% |
| 71 | VISA INC | V | 5,180 | $1.8M | 0.32% |
| 72 | ISHARES TR | 464287556 | 14,485 | $1.8M | 0.32% |
| 73 | SELECT SECTOR SPDR TR | 81369Y704 | 12,029 | $1.8M | 0.31% |
| 74 | SERVICENOW INC | NOW | 1,702 | $1.7M | 0.30% |
| 75 | TRACTOR SUPPLY CO | TSCO | 32,316 | $1.7M | 0.30% |
| 76 | VANGUARD BD INDEX FDS | 921937835 | 23,152 | $1.7M | 0.30% |
| 77 | SCHWAB STRATEGIC TR | 808524607 | 66,967 | $1.7M | 0.29% |
| 78 | TOLL BROTHERS INC | TOL | 14,358 | $1.6M | 0.28% |
| 79 | ISHARES TR | 464289859 | 19,631 | $1.6M | 0.28% |
| 80 | ISHARES TR | 464288646 | 30,264 | $1.6M | 0.28% |
| 81 | HCA HEALTHCARE INC | HCA | 3,878 | $1.5M | 0.26% |
| 82 | ISHARES TR | 464289867 | 20,958 | $1.3M | 0.22% |
| 83 | EQUITABLE HLDGS INC | EQH-PC | 22,078 | $1.2M | 0.22% |
| 84 | VANGUARD MUN BD FDS | 922907746 | 24,999 | $1.2M | 0.21% |
| 85 | TENARIS S A | 88031M109 | 29,130 | $1.1M | 0.19% |
| 86 | UNITED RENTALS INC | URI | 1,436 | $1.1M | 0.19% |
| 87 | GRAPHIC PACKAGING HLDG CO | GPK | 50,690 | $1.1M | 0.19% |
| 88 | SELECT SECTOR SPDR TR | 81369Y605 | 20,189 | $1.1M | 0.18% |
| 89 | VALVOLINE INC | VVV | 27,917 | $1.1M | 0.18% |
| 90 | GRAND CANYON ED INC | LOPE | 5,454 | $1.0M | 0.18% |
| 91 | AFLAC INC | AFL | 9,550 | $1.0M | 0.18% |
| 92 | ALPHABET INC | GOOG | 5,537 | $982,209 | 0.17% |
| 93 | PARKER-HANNIFIN CORP | PH | 1,377 | $961,794 | 0.17% |
| 94 | DEERE & CO | DE | 1,885 | $958,504 | 0.17% |
| 95 | ARCH CAP GROUP LTD | G0450A105 | 10,219 | $930,440 | 0.16% |
| 96 | NETAPP INC | NTAP | 8,584 | $914,626 | 0.16% |
| 97 | VANGUARD BD INDEX FDS | 921937827 | 11,568 | $910,402 | 0.16% |
| 98 | SCHWAB STRATEGIC TR | 808524888 | 20,989 | $893,922 | 0.16% |
| 99 | STRYKER CORPORATION | SYK | 2,257 | $892,938 | 0.16% |
| 100 | AMERICAN ELEC PWR CO INC | 025537101 | 8,556 | $887,771 | 0.15% |
| 101 | ZOETIS INC | ZTS | 5,578 | $869,890 | 0.15% |
| 102 | CORPAY INC | CPAY | 2,607 | $865,055 | 0.15% |
| 103 | VANGUARD SCOTTSDALE FDS | 92206C409 | 10,848 | $862,416 | 0.15% |
| 104 | DOMINOS PIZZA INC | DPZ | 1,833 | $825,950 | 0.14% |
| 105 | DANAHER CORPORATION | 235851102 | 4,173 | $824,334 | 0.14% |
| 106 | SUMITOMO MITSUI FINL GROUP I | 86562M209 | 53,223 | $804,200 | 0.14% |
| 107 | BLUE OWL CAPITAL INC | OWL | 40,574 | $779,427 | 0.14% |
| 108 | ELI LILLY & CO | LLY | 999 | $778,751 | 0.14% |
| 109 | LENNAR CORP | LEN-B | 7,030 | $777,588 | 0.14% |
| 110 | BUNGE GLOBAL SA | BG | 9,518 | $764,105 | 0.13% |
| 111 | COGNIZANT TECHNOLOGY SOLUTIONS CORP | CTSH | 9,790 | $763,914 | 0.13% |
| 112 | SCHWAB STRATEGIC TR | 808524847 | 35,803 | $757,592 | 0.13% |
| 113 | EVEREST GROUP LTD | EG | 2,141 | $727,619 | 0.13% |
| 114 | CATERPILLAR INC | CAT | 1,868 | $725,177 | 0.13% |
| 115 | DATADOG INC | DDOG | 5,373 | $721,756 | 0.13% |
| 116 | SCHWAB STRATEGIC TR | 808524839 | 29,875 | $694,295 | 0.12% |
| 117 | AMERICAN TOWER CORP NEW | 03027X100 | 3,106 | $686,489 | 0.12% |
| 118 | SCHWAB STRATEGIC TR | 808524409 | 24,570 | $679,852 | 0.12% |
| 119 | THE TRADE DESK INC | 88339J105 | 9,360 | $673,827 | 0.12% |
| 120 | SCHWAB STRATEGIC TR | 808524300 | 21,929 | $640,547 | 0.11% |
| 121 | SPDR GOLD TR | GLD | 2,061 | $628,255 | 0.11% |
| 122 | TRIMBLE INC | TRMB | 8,135 | $618,097 | 0.11% |
| 123 | FREEPORT-MCMORAN INC | FCX | 14,175 | $614,487 | 0.11% |
| 124 | FTI CONSULTING INC | FCN | 3,764 | $607,887 | 0.11% |
| 125 | EOG RES INC | EOG | 4,891 | $585,013 | 0.10% |
| 126 | CONOCOPHILLIPS | COP | 6,348 | $569,670 | 0.10% |
| 127 | MCDONALDS CORP | MCD | 1,920 | $560,967 | 0.10% |
| 128 | WELLTOWER INC | WELL | 3,500 | $538,055 | 0.09% |
| 129 | AXON ENTERPRISE INC | AXON | 647 | $535,678 | 0.09% |
| 130 | HUNTINGTON INGALLS INDS INC | 446413106 | 2,217 | $535,317 | 0.09% |
| 131 | OSHKOSH CORP | OSK | 4,599 | $522,170 | 0.09% |
| 132 | NEXTERA ENERGY INC | NEE-PW | 7,050 | $489,411 | 0.09% |
| 133 | PIMCO ETF TR | 72201R833 | 4,858 | $488,400 | 0.08% |
| 134 | VANGUARD INDEX FDS | 922908553 | 5,439 | $484,398 | 0.08% |
| 135 | ISHARES TR | 46432F339 | 2,561 | $468,203 | 0.08% |
| 136 | ISHARES TR | 464288356 | 7,937 | $442,409 | 0.08% |
| 137 | ISHARES TR | 464287614 | 1,025 | $435,195 | 0.08% |
| 138 | VANGUARD WORLD FD | 92204A306 | 3,507 | $417,754 | 0.07% |
| 139 | SPROUTS FMRS MKT INC | 85208M102 | 2,423 | $398,923 | 0.07% |
| 140 | VANGUARD WORLD FD | 92204A702 | 599 | $397,305 | 0.07% |
| 141 | QUEST DIAGNOSTICS INC | DGX | 2,000 | $359,260 | 0.06% |
| 142 | SCHWAB STRATEGIC TR | 808524102 | 13,218 | $314,985 | 0.05% |
| 143 | SCHWAB STRATEGIC TR | 808524862 | 12,729 | $310,334 | 0.05% |
| 144 | DARDEN RESTAURANTS INC | DRI | 1,349 | $294,042 | 0.05% |
| 145 | ISHARES TR | 46434V878 | 5,665 | $287,273 | 0.05% |
| 146 | GLOBAL X FDS | 37954Y673 | 6,059 | $264,052 | 0.05% |
| 147 | COCA COLA CO | KO | 3,643 | $257,743 | 0.04% |
| 148 | PALANTIR TECHNOLOGIES INC | PLTR | 1,830 | $249,466 | 0.04% |
| 149 | SPDR SERIES TRUST | 78464A474 | 8,108 | $244,781 | 0.04% |
| 150 | TESLA INC | TSLA | 755 | $239,834 | 0.04% |
| 151 | VANGUARD INDEX FDS | 922908363 | 422 | $239,709 | 0.04% |
| 152 | ABBOTT LABS | ABLZF | 1,753 | $238,426 | 0.04% |
| 153 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 4,696 | $237,994 | 0.04% |
| 154 | TRANE TECHNOLOGIES PLC | TT | 536 | $234,452 | 0.04% |
| 155 | EATON CORP PLC | ETN | 651 | $232,401 | 0.04% |
| 156 | INTERNATIONAL BUSINESS MACHS | INTR | 776 | $228,750 | 0.04% |
| 157 | FORD MTR CO | 345370860 | 21,000 | $227,850 | 0.04% |
| 158 | ISHARES TR | 464287655 | 1,050 | $226,580 | 0.04% |
| 159 | EXXON MOBIL CORP | XOM | 2,083 | $224,548 | 0.04% |
| 160 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 453 | $220,054 | 0.04% |
| 161 | ALTRIA GROUP INC | MO | 3,579 | $209,837 | 0.04% |
| 162 | ISHARES TR | 464287507 | 3,345 | $207,457 | 0.04% |