Filed: 1/24/2025ACC: 0001104659-25-005828
📋 What this filing means
CAPITAL INSIGHT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 156 equity positions with a total reported market value of $578.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
156
Positions
$578.54M
Total AUM (reported)
7.30M
Total Shares
Allocation by class
COM$190.25M32.9%
CORE US AGGBD ET$29.40M5.1%
FIS CHRISTIAN$29.04M5.0%
NATIONAL MUN ETF$27.27M4.7%
CL A$21.55M3.7%
CORE S&P500 ETF$17.17M3.0%
MTG-BKD SECS ETF$16.40M2.8%
Portfolio Concentration
Top 3$85.72M14.8%
4–10$102.76M17.8%
11–25$122.42M21.2%
Rest$267.64M46.3%
Top 3 weight
14.8%
Top 10 weight
32.6%
Voting Authority Distribution
Total shares with voting rights: 7.30M
Sole
Full voting authority
6.36M
shares
% of voting shares87.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
939.15K
shares
% of voting shares12.9%
Investment Discretion (by position count)
Sole156
Shared0
Other0
Dominant voting typeSole · 87.1% of voting shares
Institutional Holdings156
Rows:
ISHARES TR
SOLEShares303.40K
TypeSH
Market value$29.40M
5.08%
Sole
288.22K
Shared
0.00
None
15.18K
NEOS ETF TRUST
SOLEShares1.01M
TypeSH
Market value$29.04M
5.02%
Sole
986.66K
Shared
0.00
None
19.82K
ISHARES TR
SOLEShares255.98K
TypeSH
Market value$27.27M
4.71%
Sole
246.02K
Shared
0.00
None
9.96K
ISHARES TR
SOLEShares29.17K
TypeSH
Market value$17.17M
2.97%
Sole
26.44K
Shared
0.00
None
2.73K
VANGUARD SCOTTSDALE FDS
SOLEShares361.72K
TypeSH
Market value$16.40M
2.83%
Sole
346.36K
Shared
0.00
None
15.36K
VANGUARD BD INDEX FDS
SOLEShares210.76K
TypeSH
Market value$15.75M
2.72%
Sole
200.39K
Shared
0.00
None
10.37K
ISHARES TR
SOLEShares318.53K
TypeSH
Market value$15.22M
2.63%
Sole
305.83K
Shared
0.00
None
12.70K
APPLE INC
SOLEShares60.40K
TypeSH
Market value$15.13M
2.61%
Sole
57.70K
Shared
0.00
None
2.70K
ISHARES TR
SOLEShares144.60K
TypeSH
Market value$12.87M
2.23%
Sole
138.40K
Shared
0.00
None
6.20K
ISHARES TR
SOLEShares198.54K
TypeSH
Market value$10.23M
1.77%
Sole
188.81K
Shared
0.00
None
9.73K
SELECT SECTOR SPDR TR
SOLEShares113.99K
TypeSH
Market value$9.76M
1.69%
Sole
109.43K
Shared
0.00
None
4.56K
INTUITIVE SURGICAL INC
SOLEShares17.95K
TypeSH
Market value$9.37M
1.62%
Sole
13.40K
Shared
0.00
None
4.54K
SELECT SECTOR SPDR TR
SOLEShares65.72K
TypeSH
Market value$9.04M
1.56%
Sole
63.05K
Shared
0.00
None
2.67K
SELECT SECTOR SPDR TR
SOLEShares114.57K
TypeSH
Market value$9.01M
1.56%
Sole
110.07K
Shared
0.00
None
4.50K
META PLATFORMS INC
SOLEShares15.12K
TypeSH
Market value$8.86M
1.53%
Sole
14.50K
Shared
0.00
None
626.00
MICROSOFT CORP
SOLEShares20.32K
TypeSH
Market value$8.56M
1.48%
Sole
19.46K
Shared
0.00
None
861.00
ALPHABET INC
SOLEShares45.11K
TypeSH
Market value$8.54M
1.48%
Sole
43.45K
Shared
0.00
None
1.66K
BOOKING HOLDINGS INC
SOLEShares1.71K
TypeSH
Market value$8.47M
1.46%
Sole
1.64K
Shared
0.00
None
61.00
JPMORGAN CHASE & CO.
SOLEShares33.28K
TypeSH
Market value$7.98M
1.38%
Sole
31.42K
Shared
0.00
None
1.86K
NVIDIA CORPORATION
SOLEShares56.23K
TypeSH
Market value$7.55M
1.31%
Sole
30.78K
Shared
0.00
None
25.45K
SCHWAB STRATEGIC TR
SOLEShares215.43K
TypeSH
Market value$7.40M
1.28%
Sole
211.25K
Shared
0.00
None
4.18K
CASEYS GEN STORES INC
SOLEShares17.83K
TypeSH
Market value$7.06M
1.22%
Sole
12.90K
Shared
0.00
None
4.92K
SPDR SER TR
SOLEShares234.19K
TypeSH
Market value$6.99M
1.21%
Sole
223.76K
Shared
0.00
None
10.43K
ISHARES TR
SOLEShares105.33K
TypeSH
Market value$6.97M
1.20%
Sole
97.18K
Shared
0.00
None
8.15K
AMAZON COM INC
SOLEShares31.26K
TypeSH
Market value$6.86M
1.19%
Sole
29.51K
Shared
0.00
None
1.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 303.40K | SH | $29.40M 5.08% | 288.22K | 0.00 | 15.18K |
NEOS ETF TRUSTSOLE | FIS CHRISTIAN | 1.01M | SH | $29.04M 5.02% | 986.66K | 0.00 | 19.82K |
ISHARES TRSOLE | NATIONAL MUN ETF | 255.98K | SH | $27.27M 4.71% | 246.02K | 0.00 | 9.96K |
ISHARES TRSOLE | CORE S&P500 ETF | 29.17K | SH | $17.17M 2.97% | 26.44K | 0.00 | 2.73K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 361.72K | SH | $16.40M 2.83% | 346.36K | 0.00 | 15.36K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 210.76K | SH | $15.75M 2.72% | 200.39K | 0.00 | 10.37K |
ISHARES TRSOLE | CORE 1 5 YR USD | 318.53K | SH | $15.22M 2.63% | 305.83K | 0.00 | 12.70K |
APPLE INCSOLE | COM | 60.40K | SH | $15.13M 2.61% | 57.70K | 0.00 | 2.70K |
ISHARES TRSOLE | JPMORGAN USD EMG | 144.60K | SH | $12.87M 2.23% | 138.40K | 0.00 | 6.20K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 198.54K | SH | $10.23M 1.77% | 188.81K | 0.00 | 9.73K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 113.99K | SH | $9.76M 1.69% | 109.43K | 0.00 | 4.56K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 17.95K | SH | $9.37M 1.62% | 13.40K | 0.00 | 4.54K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 65.72K | SH | $9.04M 1.56% | 63.05K | 0.00 | 2.67K |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 114.57K | SH | $9.01M 1.56% | 110.07K | 0.00 | 4.50K |
META PLATFORMS INCSOLE | CL A | 15.12K | SH | $8.86M 1.53% | 14.50K | 0.00 | 626.00 |
MICROSOFT CORPSOLE | COM | 20.32K | SH | $8.56M 1.48% | 19.46K | 0.00 | 861.00 |
ALPHABET INCSOLE | CAP STK CL A | 45.11K | SH | $8.54M 1.48% | 43.45K | 0.00 | 1.66K |
BOOKING HOLDINGS INCSOLE | COM | 1.71K | SH | $8.47M 1.46% | 1.64K | 0.00 | 61.00 |
JPMORGAN CHASE & CO.SOLE | COM | 33.28K | SH | $7.98M 1.38% | 31.42K | 0.00 | 1.86K |
NVIDIA CORPORATIONSOLE | COM | 56.23K | SH | $7.55M 1.31% | 30.78K | 0.00 | 25.45K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 215.43K | SH | $7.40M 1.28% | 211.25K | 0.00 | 4.18K |
CASEYS GEN STORES INCSOLE | COM | 17.83K | SH | $7.06M 1.22% | 12.90K | 0.00 | 4.92K |
SPDR SER TRSOLE | PORTFOLIO SHORT | 234.19K | SH | $6.99M 1.21% | 223.76K | 0.00 | 10.43K |
ISHARES TRSOLE | CORE MSCI TOTAL | 105.33K | SH | $6.97M 1.20% | 97.18K | 0.00 | 8.15K |
AMAZON COM INCSOLE | COM | 31.26K | SH | $6.86M 1.19% | 29.51K | 0.00 | 1.75K |
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