# CAPITAL INSIGHT PARTNERS, LLC

> Institutional holdings reported to the SEC as of Q4 2025 on Form 13F. CIK 1664385. Source: https://holderbook.com/funds/1664385-capital-insight-partners-llc/

- Reported value: $472.5M
- Positions: 134
- Weight of the ten largest: 35.2%
- Filed: 2026-02-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $23.7M | 34,660 | 5.0% | 25 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $23.4M | 234,552 | 5.0% | 25 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $16.4M | 347,920 | 3.5% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $16.4M | 87,461 | 3.5% | 19 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $16.0M | 188,484 | 3.4% | 25 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $15.5M | 107,866 | 3.3% | 23 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $14.6M | 186,865 | 3.1% | 11 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $14.1M | 131,357 | 3.0% | 25 |
| CAPITAL GRP FIXED INCM ETF T | [CGMU](https://holderbook.com/stocks/CGMU/) | $13.1M | 479,150 | 2.8% | 2 |
| ISHARES TR | [ISTB](https://holderbook.com/stocks/ISTB/) | $13.1M | 267,939 | 2.8% | 25 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $12.6M | 46,516 | 2.7% | 29 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $11.6M | 37,104 | 2.5% | 29 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $8.9M | 18,471 | 1.9% | 29 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $8.5M | 14,979 | 1.8% | 12 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $8.4M | 26,141 | 1.8% | 29 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $8.0M | 12,054 | 1.7% | 29 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $7.9M | 176,410 | 1.7% | 24 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $7.7M | 142,102 | 1.6% | 20 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $7.4M | 47,997 | 1.6% | 23 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $6.9M | 88,515 | 1.5% | 23 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $6.6M | 1,238 | 1.4% | 12 |
| SPDR SERIES TRUST | [HYMB](https://holderbook.com/stocks/HYMB/) | $6.2M | 247,535 | 1.3% | 13 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $6.0M | 17,342 | 1.3% | 9 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $6.0M | 225,583 | 1.3% | 1 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $5.9M | 36,403 | 1.2% | 23 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.7M | 24,843 | 1.2% | 29 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $5.5M | 9,956 | 1.2% | 29 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $5.3M | 27,201 | 1.1% | 29 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $5.3M | 54,845 | 1.1% | 3 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $5.3M | 9,212 | 1.1% | 29 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $5.0M | 17,337 | 1.1% | 25 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $4.9M | 114,733 | 1.0% | 5 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $4.8M | 87,033 | 1.0% | 29 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $4.7M | 102,709 | 1.0% | 23 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $4.3M | 36,471 | 0.9% | 4 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $4.2M | 35,459 | 0.9% | 23 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $4.1M | 12,290 | 0.9% | 23 |
| GLOBAL X FDS | [SHLD](https://holderbook.com/stocks/SHLD/) | $4.0M | 61,594 | 0.8% | 2 |
| ISHARES TR | [IGF](https://holderbook.com/stocks/IGF/) | $3.9M | 64,224 | 0.8% | 25 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $3.9M | 3,628 | 0.8% | 9 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $3.8M | 17,736 | 0.8% | 24 |
| CHECK POINT SOFTWARE TECH LT | [CHKP](https://holderbook.com/stocks/CHKP/) | $3.6M | 19,768 | 0.8% | 16 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $3.5M | 22,858 | 0.7% | 16 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $3.4M | 83,352 | 0.7% | 23 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $3.4M | 14,763 | 0.7% | 25 |
| HONEYWELL INTL INC | [HONZZZZ](https://holderbook.com/stocks/HONZZZZ/) | $3.3M | 17,170 | 0.7% | 29 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $3.3M | 23,985 | 0.7% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $3.3M | 9,590 | 0.7% | 29 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $3.1M | 3,311 | 0.7% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $3.1M | 3,557 | 0.6% | 11 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.9M | 4,290 | 0.6% | 12 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $2.8M | 37,325 | 0.6% | 23 |
| LOGITECH INTL S A | [LOGI](https://holderbook.com/stocks/LOGI/) | $2.8M | 28,051 | 0.6% | 13 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.7M | 28,397 | 0.6% | 4 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $2.3M | 25,492 | 0.5% | 4 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.3M | 20,763 | 0.5% | 3 |
| SPDR SERIES TRUST | [KRE](https://holderbook.com/stocks/KRE/) | $2.3M | 35,590 | 0.5% | 4 |
| OLD DOMINION FREIGHT LINE IN | [ODFL](https://holderbook.com/stocks/ODFL/) | $2.3M | 14,698 | 0.5% | 29 |
| RELX PLC | [RELX](https://holderbook.com/stocks/RELX/) | $2.3M | 55,894 | 0.5% | 25 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $2.2M | 6,645 | 0.5% | 12 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $1.9M | 20,602 | 0.4% | 6 |
| ISHARES TR | [IBB](https://holderbook.com/stocks/IBB/) | $1.9M | 11,411 | 0.4% | 13 |
| MANHATTAN ASSOCIATES INC | [MANH](https://holderbook.com/stocks/MANH/) | $1.9M | 10,973 | 0.4% | 29 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $1.9M | 12,236 | 0.4% | 23 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $1.8M | 64,376 | 0.4% | 25 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $1.8M | 20,322 | 0.4% | 25 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $1.8M | 5,082 | 0.4% | 11 |
| HCA HEALTHCARE INC | [HCA](https://holderbook.com/stocks/HCA/) | $1.8M | 3,730 | 0.4% | 7 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $1.7M | 23,072 | 0.4% | 23 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.7M | 4,826 | 0.4% | 23 |
| GFL ENVIRONMENTAL INC | [GFL](https://holderbook.com/stocks/GFL/) | $1.7M | 39,034 | 0.4% | 16 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.4M | 4,558 | 0.3% | 23 |
| ISHARES TR | [AOR](https://holderbook.com/stocks/AOR/) | $1.4M | 21,041 | 0.3% | 25 |
| TIM S A | [TIMB](https://holderbook.com/stocks/TIMB/) | $1.3M | 66,596 | 0.3% | 2 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.3M | 1,177 | 0.3% | 20 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $1.2M | 8,405 | 0.3% | 13 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.2M | 3,031 | 0.3% | 5 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $1.2M | 13,873 | 0.3% | 29 |
| FACTSET RESH SYS INC | [FDS](https://holderbook.com/stocks/FDS/) | $1.1M | 3,904 | 0.2% | 29 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $1.1M | 20,635 | 0.2% | 25 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $1.1M | 19,532 | 0.2% | 23 |
| SUMITOMO MITSUI FIN GRP INC | [SMFG](https://holderbook.com/stocks/SMFG/) | $1.0M | 53,007 | 0.2% | 6 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $1.0M | 9,272 | 0.2% | 9 |
| EQUITABLE HLDGS INC | [EQH](https://holderbook.com/stocks/EQH/) | $1.0M | 21,296 | 0.2% | 11 |
| ARCH CAP GROUP LTD | [ACGL](https://holderbook.com/stocks/ACGL/) | $982.8K | 10,246 | 0.2% | 12 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $963.8K | 8,327 | 0.2% | 5 |
| NETAPP INC | [NTAP](https://holderbook.com/stocks/NTAP/) | $885.3K | 8,313 | 0.2% | 12 |
| GRAND CANYON ED INC | [LOPE](https://holderbook.com/stocks/LOPE/) | $857.3K | 5,182 | 0.2% | 11 |
| BUNGE GLOBAL SA | [BG](https://holderbook.com/stocks/BG/) | $843.5K | 9,124 | 0.2% | 9 |
| DOMINOS PIZZA INC | [DPZ](https://holderbook.com/stocks/DPZ/) | $751.2K | 1,768 | 0.2% | 11 |
| EVEREST GROUP LTD | [EG](https://holderbook.com/stocks/EG/) | $721.8K | 2,158 | 0.2% | 11 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $687.8K | 23,228 | 0.1% | 23 |
| SCHWAB STRATEGIC TR | [SCHC](https://holderbook.com/stocks/SCHC/) | $669.7K | 14,709 | 0.1% | 24 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $665.7K | 11,585 | 0.1% | 7 |
| TRACTOR SUPPLY CO | [TSCO](https://holderbook.com/stocks/TSCO/) | $664.8K | 13,293 | 0.1% | 23 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $663.1K | 13,033 | 0.1% | 29 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $660.9K | 20,262 | 0.1% | 23 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $659.8K | 5,240 | 0.1% | 13 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $549.6K | 6,974 | 0.1% | 23 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $535.2K | 1,751 | 0.1% | 29 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q4 2025 | +0.1% | +2.4% | -2.3% | 100% |
| Q3 2025 | +3.9% | +7.8% | -4.0% | 100% |
| Q2 2025 | +5.6% | +10.5% | -4.8% | 100% |
| Q1 2025 | -1.8% | -4.6% | +2.8% | 100% |
| Q4 2024 | -2.1% | +2.1% | -4.3% | 100% |
| Q3 2024 | +4.9% | +5.4% | -0.5% | 100% |
| Q2 2024 | +0.4% | +4.0% | -3.6% | 100% |
| Q1 2024 | +5.5% | +10.0% | -4.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2025 | $472.5M | 134 |
| Q3 2025 | $604.0M | 163 |
| Q2 2025 | $575.4M | 162 |
| Q1 2025 | $573.1M | 158 |
| Q4 2024 | $578.5M | 156 |
| Q3 2024 | $571.3M | 157 |
| Q2 2024 | $529.9M | 157 |
| Q1 2024 | $535.2M | 162 |
| Q4 2023 | $488.9M | 161 |
| Q3 2023 | $440.2M | 161 |
| Q2 2023 | $447.0M | 171 |
| Q1 2023 | $425.4M | 163 |