CAPITAL INSIGHT PARTNERS, LLC
Reported holdings as of Q4 2025, from 29 quarterly filings.
This filer last reported in Q4 2025; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | $23.7M | 34,660 | +0.86pp | 25q | -7.8%-$2.0M | |
| ISHARES TR | AGG | $23.4M | 234,552 | +0.53pp | 25q | -12.1%-$3.2M | |
| VANGUARD SCOTTSDALE FDS | VMBS | $16.4M | 347,920 | +0.85pp | 7q | +3.3%+$527.0K | |
| NVIDIA CORPORATION | NVDA | $16.4M | 87,461 | +0.42pp | 19q | -11.2%-$2.1M | |
| ISHARES TR | IXUS | $16.0M | 188,484 | +0.70pp | 25q | -3.8%-$632.9K | |
| SELECT SECTOR SPDR TR | XLK | $15.5M | 107,866 | +0.50pp | 23q | +80.8%+$6.9M | |
| VANGUARD BD INDEX FDS | BIV | $14.6M | 186,865 | +0.58pp | 11q | -3.5%-$533.4K | |
| ISHARES TR | MUB | $14.1M | 131,357 | +0.37pp | 25q | -11.1%-$1.8M | |
| CAPITAL GRP FIXED INCM ETF T | CGMU | $13.1M | 479,150 | +0.49pp | 2q | -5.3%-$728.6K | |
| ISHARES TR | ISTB | $13.1M | 267,939 | +0.38pp | 25q | -9.0%-$1.3M | |
| APPLE INC | AAPL | $12.6M | 46,516 | +0.24pp | 29q | -19.4%-$3.1M | |
| ALPHABET INC | GOOGL | $11.6M | 37,104 | +0.64pp | 29q | -17.6%-$2.5M | |
| MICROSOFT CORP | MSFT | $8.9M | 18,471 | +0.07pp | 29q | -13.1%-$1.3M | |
| INTUITIVE SURGICAL INC | ISRG | $8.5M | 14,979 | +0.51pp | 12q | -13.4%-$1.3M | |
| JPMORGAN CHASE & CO | JPM | $8.4M | 26,141 | +0.19pp | 29q | -14.1%-$1.4M | |
| META PLATFORMS INC | META | $8.0M | 12,054 | +0.01pp | 29q | -12.3%-$1.1M | |
| SELECT SECTOR SPDR TR | XLE | $7.9M | 176,410 | +0.09pp | 24q | +65.0%+$3.1M | |
| ISHARES TR | IGIB | $7.7M | 142,102 | +0.15pp | 20q | -13.6%-$1.2M | |
| SELECT SECTOR SPDR TR | XLV | $7.4M | 47,997 | +0.28pp | 23q | -14.6%-$1.3M | |
| SELECT SECTOR SPDR TR | XLP | $6.9M | 88,515 | +0.07pp | 23q | -16.9%-$1.4M | |
| BOOKING HOLDINGS INC | BKNG | $6.6M | 1,238 | +0.07pp | 12q | -17.0%-$1.4M | |
| SPDR SERIES TRUST | HYMB | $6.2M | 247,535 | +0.17pp | 13q | -10.4%-$713.5K | |
| BROADCOM INC | AVGO | $6.0M | 17,342 | +0.30pp | 9q | -2.2%-$134.2K | |
| SCHWAB STRATEGIC TR | SCHP | $6.0M | 225,583 | - | new | NEW | |
| INTERCONTINENTAL EXCHANGE IN | ICE | $5.9M | 36,403 | +0.11pp | 23q | -10.9%-$719.1K | |
| AMAZON COM INC | AMZN | $5.7M | 24,843 | +0.10pp | 29q | -18.6%-$1.3M | |
| CASEYS GEN STORES INC | CASY | $5.5M | 9,956 | -0.39pp | 29q | -39.9%-$3.7M | |
| ORACLE CORP | ORCL | $5.3M | 27,201 | -0.38pp | 29q | -15.4%-$966.8K | |
| ISHARES TR | IEF | $5.3M | 54,845 | +0.14pp | 3q | -10.5%-$621.4K | |
| MASTERCARD INCORPORATED | MA | $5.3M | 9,212 | +0.06pp | 29q | -17.4%-$1.1M | |
| VANGUARD INDEX FDS | VO | $5.0M | 17,337 | +0.14pp | 25q | -9.0%-$498.9K | |
| SELECT SECTOR SPDR TR | XLU | $4.9M | 114,733 | +0.05pp | 5q | +67.7%+$2.0M | |
| BANK OF AMER CORP | BAC | $4.8M | 87,033 | +0.13pp | 29q | -15.8%-$901.2K | |
| SELECT SECTOR SPDR TR | XLB | $4.7M | 102,709 | +0.11pp | 23q | +74.5%+$2.0M | |
| SELECT SECTOR SPDR TR | XLC | $4.3M | 36,471 | +0.07pp | 4q | -14.5%-$728.2K | |
| SELECT SECTOR SPDR TR | XLY | $4.2M | 35,459 | +0.09pp | 23q | +74.9%+$1.8M | |
| VANGUARD INDEX FDS | VTI | $4.1M | 12,290 | +0.20pp | 23q | -0.9%-$36.5K | |
| GLOBAL X FDS | SHLD | $4.0M | 61,594 | flat | 2q | -14.8%-$693.8K | |
| ISHARES TR | IGF | $3.9M | 64,224 | +0.06pp | 25q | -16.1%-$755.8K | |
| ASML HLDG NV | ASML | $3.9M | 3,628 | +0.10pp | 9q | -19.2%-$924.4K | |
| REPUBLIC SVCS INC | RSG | $3.8M | 17,736 | -0.15pp | 24q | -29.1%-$1.5M | |
| CHECK POINT SOFTWARE TECH LT | CHKP | $3.6M | 19,768 | -0.05pp | 16q | -17.1%-$751.6K | |
| TJX COS INC NEW | TJX | $3.5M | 22,858 | +0.10pp | 16q | -15.3%-$635.9K | |
| SELECT SECTOR SPDR TR | XLRE | $3.4M | 83,352 | flat | 23q | -18.6%-$769.2K | |
| PROGRESSIVE CORP | PGR | $3.4M | 14,763 | -0.01pp | 25q | -16.9%-$683.2K | |
| HONEYWELL INTL INC | HONZZZZ | $3.3M | 17,170 | +0.01pp | 29q | -14.5%-$568.1K | |
| NOVARTIS AG | NVS | $3.3M | 23,985 | +0.10pp | 7q | -15.4%-$601.5K | |
| HOME DEPOT INC | HD | $3.3M | 9,590 | -0.06pp | 29q | -15.4%-$598.7K | |
| COMFORT SYS USA INC | FIX | $3.1M | 3,311 | -0.09pp | 3q | -39.0%-$2.0M | |
| COSTCO WHOLESALE CORPORATION | COST | $3.1M | 3,557 | +0.02pp | 11q | -12.9%-$454.7K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $2.9M | 4,290 | -0.05pp | 12q | -29.7%-$1.2M | |
| VANGUARD STAR FDS | VXUS | $2.8M | 37,325 | +0.11pp | 23q | -6.5%-$195.8K | |
| LOGITECH INTL S A | LOGI | $2.8M | 28,051 | -0.04pp | 13q | -20.1%-$705.8K | |
| NETFLIX INC | NFLX | $2.7M | 28,397 | -0.09pp | 4q | +759.0%+$2.4M | |
| OREILLY AUTOMOTIVE INC | ORLY | $2.3M | 25,492 | -0.01pp | 4q | -8.3%-$208.4K | |
| WALMART INC | WMT | $2.3M | 20,763 | +0.07pp | 3q | -14.9%-$404.1K | |
| SPDR SERIES TRUST | KRE | $2.3M | 35,590 | +0.03pp | 4q | -18.4%-$520.5K | |
| OLD DOMINION FREIGHT LINE IN | ODFL | $2.3M | 14,698 | -0.03pp | 29q | -34.2%-$1.2M | |
| RELX PLC | RELX | $2.3M | 55,894 | -0.04pp | 25q | -14.3%-$378.1K | |
| UNITEDHEALTH GROUP INC | UNH | $2.2M | 6,645 | flat | 12q | -18.3%-$492.9K | |
| ISHARES TR | USMV | $1.9M | 20,602 | +0.02pp | 6q | -17.6%-$414.6K | |
| ISHARES TR | IBB | $1.9M | 11,411 | +0.07pp | 13q | -19.1%-$455.8K | |
| MANHATTAN ASSOCIATES INC | MANH | $1.9M | 10,973 | -0.15pp | 29q | -32.8%-$929.1K | |
| SELECT SECTOR SPDR TR | XLI | $1.9M | 12,236 | +0.07pp | 23q | -5.1%-$101.0K | |
| SCHWAB STRATEGIC TR | SCHA | $1.8M | 64,376 | +0.04pp | 25q | -14.3%-$306.6K | |
| ISHARES TR | AOA | $1.8M | 20,322 | +0.10pp | 25q | +3.6%+$62.4K | |
| STRYKER CORPORATION | SYK | $1.8M | 5,082 | +0.24pp | 11q | +121.8%+$981.0K | |
| HCA HEALTHCARE INC | HCA | $1.8M | 3,730 | +0.10pp | 7q | -3.1%-$55.5K | |
| VANGUARD BD INDEX FDS | BND | $1.7M | 23,072 | +0.07pp | 23q | -1.1%-$19.1K | |
| VISA INC | V | $1.7M | 4,826 | +0.07pp | 23q | -4.5%-$78.9K | |
| GFL ENVIRONMENTAL INC | GFL | $1.7M | 39,034 | +0.03pp | 16q | -4.3%-$75.4K | |
| ALPHABET INC | GOOG | $1.4M | 4,558 | +0.08pp | 23q | -17.8%-$310.7K | |
| ISHARES TR | AOR | $1.4M | 21,041 | +0.06pp | 25q | HELD | |
| TIM S A | TIMB | $1.3M | 66,596 | +0.10pp | 2q | +33.2%+$330.3K | |
| ELI LILLY & CO | LLY | $1.3M | 1,177 | +0.17pp | 20q | +54.1%+$443.8K | |
| SERVICENOW INC | NOW | $1.2M | 8,405 | flat | 13q | +396.5%+$990.6K | |
| SPDR GOLD TR | GLD | $1.2M | 3,031 | +0.09pp | 5q | +8.7%+$96.3K | |
| EDWARDS LIFESCIENCES CORP | EW | $1.2M | 13,873 | -0.25pp | 29q | -64.5%-$2.1M | |
| FACTSET RESH SYS INC | FDS | $1.1M | 3,904 | -0.03pp | 29q | -32.0%-$533.4K | |
| ISHARES TR | IGSB | $1.1M | 20,635 | +0.04pp | 25q | -2.9%-$33.1K | |
| SELECT SECTOR SPDR TR | XLF | $1.1M | 19,532 | +0.05pp | 23q | -3.1%-$34.8K | |
| SUMITOMO MITSUI FIN GRP INC | SMFG | $1.0M | 53,007 | +0.07pp | 6q | -0.9%-$9.3K | |
| AFLAC INC | AFL | $1.0M | 9,272 | +0.04pp | 9q | -2.1%-$22.3K | |
| EQUITABLE HLDGS INC | EQH | $1.0M | 21,296 | +0.03pp | 11q | -2.8%-$29.1K | |
| ARCH CAP GROUP LTD | ACGL | $982.8K | 10,246 | +0.05pp | 12q | HELD | |
| AMERICAN ELEC PWR CO INC | AEP | $963.8K | 8,327 | +0.05pp | 5q | -2.0%-$19.3K | |
| NETAPP INC | NTAP | $885.3K | 8,313 | +0.02pp | 12q | -2.8%-$25.9K | |
| GRAND CANYON ED INC | LOPE | $857.3K | 5,182 | -0.02pp | 11q | -4.2%-$38.1K | |
| BUNGE GLOBAL SA | BG | $843.5K | 9,124 | +0.05pp | 9q | -3.4%-$29.6K | |
| DOMINOS PIZZA INC | DPZ | $751.2K | 1,768 | +0.03pp | 11q | -2.8%-$21.7K | |
| EVEREST GROUP LTD | EG | $721.8K | 2,158 | +0.03pp | 11q | +1.6%+$11.7K | |
| SCHWAB STRATEGIC TR | SCHV | $687.8K | 23,228 | +0.03pp | 23q | -5.1%-$37.2K | |
| SCHWAB STRATEGIC TR | SCHC | $669.7K | 14,709 | -0.01pp | 24q | -24.8%-$220.3K | |
| ISHARES TR | CMF | $665.7K | 11,585 | -0.02pp | 7q | -32.1%-$315.4K | |
| TRACTOR SUPPLY CO | TSCO | $664.8K | 13,293 | -0.17pp | 23q | -59.6%-$979.0K | |
| NOVO-NORDISK A S | NVO | $663.1K | 13,033 | -0.27pp | 29q | -70.6%-$1.6M | |
| SCHWAB STRATEGIC TR | SCHG | $660.9K | 20,262 | +0.03pp | 23q | -5.7%-$40.3K | |
| ZOETIS INC | ZTS | $659.8K | 5,240 | +0.01pp | 13q | -4.6%-$31.7K | |
| VANGUARD BD INDEX FDS | BSV | $549.6K | 6,974 | -0.01pp | 23q | -29.1%-$225.6K | |
| MCDONALDS CORP | MCD | $535.2K | 1,751 | +0.02pp | 29q | -7.8%-$45.5K | |
| EOG RES INC | EOG | $526.9K | 4,912 | +0.02pp | 13q | +1.3%+$6.8K | |
| ISHARES TR | IWF | $485.1K | 1,025 | +0.02pp | 25q | HELD | |
| ISHARES TR | QUAL | $484.4K | 2,439 | +0.02pp | 6q | -5.8%-$29.6K | |
| VANGUARD WORLD FD | VGT | $471.9K | 626 | +0.02pp | 23q | HELD | |
| BLUE OWL CAPITAL INC | OWL | $438.2K | 28,641 | -0.02pp | 11q | -28.8%-$177.6K | |
| VANGUARD INDEX FDS | VOT | $427.6K | 1,532 | - | new | NEW | |
| SCHWAB STRATEGIC TR | SCHH | $427.2K | 20,449 | -0.02pp | 25q | -31.7%-$198.3K | |
| TESLA INC | TSLA | $420.0K | 934 | +0.04pp | 5q | +31.5%+$100.7K | |
| VANGUARD WHITEHALL FDS | VIGI | $417.8K | 4,569 | - | new | NEW | |
| VANGUARD WORLD FD | VDE | $385.1K | 3,058 | +0.01pp | 23q | -10.1%-$43.2K | |
| QUEST DIAGNOSTICS INC | DGX | $376.7K | 2,168 | +0.01pp | 3q | -6.3%-$25.4K | |
| CHEMED CORP NEW | CHE | $362.8K | 848 | -0.46pp | 12q | -88.3%-$2.7M | |
| SCHWAB STRATEGIC TR | SCHB | $346.7K | 13,218 | +0.02pp | 13q | HELD | |
| AXON ENTERPRISE INC | AXON | $345.3K | 612 | flat | 3q | -5.0%-$18.1K | |
| VANGUARD INDEX FDS | VNQ | $342.2K | 3,867 | -0.01pp | 23q | -26.4%-$122.6K | |
| PIMCO ETF TR | MINT | $340.4K | 3,392 | -0.01pp | 23q | -31.0%-$152.8K | |
| THE TRADE DESK INC | TTD | $328.7K | 8,721 | flat | 3q | +3.5%+$11.0K | |
| VANGUARD INDEX FDS | VUG | $328.3K | 673 | - | new | NEW | |
| PALANTIR TECHNOLOGIES INC | PLTR | $319.5K | 1,870 | +0.01pp | 3q | +0.8%+$2.6K | |
| FORD MTR CO | F | $275.5K | 21,000 | +0.02pp | 12q | HELD | |
| VANGUARD INDEX FDS | VOO | $275.3K | 439 | +0.02pp | 9q | +5.8%+$15.1K | |
| SCHWAB STRATEGIC TR | SCHZ | $271.5K | 11,618 | -0.06pp | 23q | -61.0%-$424.7K | |
| COCA COLA CO | KO | $254.7K | 3,643 | +0.01pp | 22q | HELD | |
| PALO ALTO NETWORKS INC | PANW | $249.0K | 1,352 | -0.39pp | 16q | -89.8%-$2.2M | |
| EXXON MOBIL CORP | XOMXXXX | $248.9K | 2,068 | +0.01pp | 16q | HELD | |
| DARDEN RESTAURANTS INC | DRI | $248.2K | 1,349 | +0.01pp | 8q | HELD | |
| VANGUARD INDEX FDS | VBK | $244.7K | 810 | - | new | NEW | |
| DIMENSIONAL ETF TRUST | DFLV | $240.5K | 7,030 | - | new | NEW | |
| WELLS FARGO & CO | WFC | $219.9K | 2,359 | - | new | NEW | |
| ABBOTT LABORATORIES | ABT | $219.6K | 1,753 | +0.01pp | 4q | HELD | |
| ISHARES TR | IEFA | $211.0K | 2,359 | +0.01pp | 2q | HELD | |
| EATON CORP PLC | ETN | $207.4K | 651 | flat | 3q | HELD | |
| ISHARES TR | EMB | $206.5K | 2,145 | -2.00pp | 7q | -98.3%-$12.3M | |
| ISHARES TR | IWM | $206.0K | 837 | flat | 9q | -20.3%-$52.4K |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $43.8M | 9.3% |
| Retail & Consumer | $27.2M | 5.8% |
| Semiconductors & Electronics | $22.4M | 4.7% |
| Computer Hardware | $16.6M | 3.5% |
| Banks & Lending | $14.5M | 3.1% |
| Medical Devices | $11.4M | 2.4% |
| Business Services | $10.1M | 2.1% |
| Insurance | $9.3M | 2.0% |
| Transport & Logistics | $8.9M | 1.9% |
| Capital Markets | $7.5M | 1.6% |
| Other sectors | $31.5M | 6.7% |
| Not classified | $269.3M | 57.0% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | $472.5M | 134 | 7 | 19 | 96 | 36 | 35.2% | 48 |
| Q3 2025 | $604.0M | 163 | 6 | 39 | 89 | 5 | 32.3% | 14 |
| Q2 2025 | $575.4M | 162 | 14 | 23 | 89 | 10 | 32.8% | 17 |
| Q1 2025 | $573.1M | 158 | 11 | 75 | 45 | 9 | 33.3% | 30 |
| Q4 2024 | $578.5M | 156 | 6 | 104 | 33 | 7 | 32.6% | 24 |
| Q3 2024 | $571.3M | 157 | 6 | 94 | 36 | 6 | 32.8% | 9 |
| Q2 2024 | $529.9M | 157 | 6 | 63 | 71 | 11 | 32.9% | 24 |
| Q1 2024 | $535.2M | 162 | 4 | 101 | 38 | 3 | 34.1% | 16 |
| Q4 2023 | $488.9M | 161 | 10 | 95 | 36 | 10 | 35.8% | 24 |
| Q3 2023 | $440.2M | 161 | 0 | 104 | 34 | 10 | 36.7% | 30 |
| Q2 2023 | $447.0M | 171 | 23 | 59 | 67 | 15 | 36.8% | 24 |
| Q1 2023 | $425.4M | 163 | 15 | 81 | 52 | 9 | 34.1% | 28 |
| Q4 2022 | $385.6M | 157 | 21 | 69 | 55 | 7 | 35.9% | 38 |
| Q3 2022 | $371.1M | 143 | 0 | 31 | 89 | 10 | 36.2% | 20 |
| Q2 2022 | $428.3M | 153 | 3 | 66 | 74 | 14 | 33.1% | 20 |
| Q1 2022 | $490.2M | 164 | 18 | 63 | 67 | 6 | 32.0% | 21 |
| Q4 2021 | $491.3M | 152 | 6 | 74 | 52 | 5 | 30.3% | 20 |
| Q3 2021 | $460.1M | 151 | 4 | 72 | 55 | 3 | 28.4% | 13 |
| Q2 2021 | $442.7M | 150 | 7 | 64 | 57 | 1 | 26.7% | 33 |
| Q1 2021 | $411.6M | 144 | 5 | 59 | 45 | 4 | 25.9% | 20 |
| Q4 2020 | $397.4M | 143 | 7 | 63 | 42 | 3 | 27.3% | 33 |
| Q3 2020 | $355.7M | 139 | 3 | 68 | 34 | 4 | 27.2% | 35 |
| Q2 2020 | $317.0M | 140 | 52 | 46 | 21 | 4 | 28.8% | 15 |
| Q1 2020 | $189.3M | 92 | 8 | 59 | 20 | 10 | 41.4% | 14 |
| Q4 2019 | $217.7M | 94 | 27 | 23 | 26 | 12 | 41.9% | 27 |
| Q3 2019 | $114.5M | 79 | 5 | 6 | 47 | 2 | 25.8% | 9 |
| Q2 2019 | $115.1M | 76 | 4 | 36 | 23 | 4 | 25.3% | 9 |
| Q1 2019 | $110.7M | 76 | 3 | 39 | 21 | 4 | 26.7% | 4 |
| Q4 2018 | $96.9M | 77 | 0 | 0 | 0 | 0 | 28.5% | 3 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.