Institutional Manager · CIK 0001664385
CAPITAL INSIGHT PARTNERS, LLC
Scottsdale, AZ · File #028-17100
Latest AUM
$472.5M
Positions
134
Top-10 Concentration
42.7%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | NEOS ETF TRUST | 78433H204 | -963,550 | -$30.2M | $0 |
| REDUCE | ISHARES TR | 464288281 | -127,290 | -$12.3M | +$141,108 |
| ADD | SELECT SECTOR SPDR TR | 81369Y803 | +48,204 | +$6.9M | -$8.2M |
| NEW | SCHWAB STRATEGIC TR | 808524870 | +225,583 | +$6.0M | $0 |
| REDUCE | CASEYS GEN STORES INC | 147528103 | -6,615 | -$3.7M | -$208,960 |
| REDUCE | ISHARES TR | 464287226 | -32,321 | -$3.2M | -$98,743 |
| ADD | SELECT SECTOR SPDR TR | 81369Y506 | +69,516 | +$3.1M | -$4.8M |
| REDUCE | APPLE INC | AAPL | -11,225 | -$3.1M | +$994,875 |
| REDUCE | CHEMED CORP NEW | CHE | -6,372 | -$2.7M | -$143,528 |
| REDUCE | ALPHABET INC | GOOG | -7,939 | -$2.5M | +$3.1M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025134 pos · $472.5M
- 13F HOLDINGS REPORTQ/E Sep 2025163 pos · $604.0M
- 13F HOLDINGS REPORTQ/E Jun 2025162 pos · $575.4M
- 13F HOLDINGS REPORTQ/E Mar 2025158 pos · $573.1M
- 13F HOLDINGS REPORTQ/E Dec 2024156 pos · $578.5M
- 13F HOLDINGS REPORTQ/E Sep 2024157 pos · $571.3M
- 13F HOLDINGS REPORTQ/E Jun 2024157 pos · $529.9M
- 13F HOLDINGS REPORTQ/E Mar 2024162 pos · $535.2M
- 13F HOLDINGS REPORTQ/E Dec 2023161 pos · $440.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 34,660 | $23.7M | 6.10% |
| 2 | ISHARES TR | 464287226 | 234,552 | $23.4M | 6.02% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C771 | 347,920 | $16.4M | 4.21% |
| 4 | NVIDIA CORPORATION | NVDA | 87,461 | $16.4M | 4.20% |
| 5 | ISHARES TR | 46432F834 | 188,484 | $16.0M | 4.10% |
| 6 | SELECT SECTOR SPDR TR | 81369Y803 | 107,866 | $15.5M | 3.99% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 186,865 | $14.6M | 3.74% |
| 8 | ISHARES TR | 464288414 | 131,357 | $14.1M | 3.61% |
| 9 | CAPITAL GRP FIXED INCM ETF T | 14020Y201 | 479,150 | $13.1M | 3.37% |
| 10 | ISHARES TR | 46432F859 | 267,939 | $13.1M | 3.35% |
| 11 | APPLE INC | AAPL | 46,516 | $12.6M | 3.25% |
| 12 | ALPHABET INC | GOOG | 37,104 | $11.6M | 2.98% |
| 13 | MICROSOFT CORP | MSFT | 18,471 | $8.9M | 2.29% |
| 14 | INTUITIVE SURGICAL INC | ISRG | 14,979 | $8.5M | 2.17% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 26,141 | $8.4M | 2.16% |
| 16 | META PLATFORMS INC | META | 12,054 | $8.0M | 2.04% |
| 17 | SELECT SECTOR SPDR TR | 81369Y506 | 176,410 | $7.9M | 2.03% |
| 18 | ISHARES TR | 464288638 | 142,102 | $7.7M | 1.97% |
| 19 | SELECT SECTOR SPDR TR | 81369Y209 | 47,997 | $7.4M | 1.91% |
| 20 | SELECT SECTOR SPDR TR | 81369Y308 | 88,515 | $6.9M | 1.77% |