Filed: 4/30/2025ACC: 0001104659-25-042326
📋 What this filing means
CAPITAL INSIGHT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 158 equity positions with a total reported market value of $573.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
158
Positions
$573.15M
Total AUM (reported)
6.88M
Total Shares
Allocation by class
COM$182.92M31.9%
CORE US AGGBD ET$29.90M5.2%
NATIONAL MUN ETF$28.23M4.9%
FIS CHRISTIAN$28.05M4.9%
CL A$18.10M3.2%
CORE S&P500 ETF$17.78M3.1%
MTG-BKD SECS ETF$17.51M3.1%
Portfolio Concentration
Top 3$86.18M15.0%
4–10$104.83M18.3%
11–25$124.98M21.8%
Rest$257.16M44.9%
Top 3 weight
15.0%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 6.88M
Sole
Full voting authority
6.06M
shares
% of voting shares88.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
812.16K
shares
% of voting shares11.8%
Investment Discretion (by position count)
Sole158
Shared0
Other0
Dominant voting typeSole · 88.2% of voting shares
Institutional Holdings158
Rows:
ISHARES TR
SOLEShares302.26K
TypeSH
Market value$29.90M
5.22%
Sole
287.22K
Shared
0.00
None
15.04K
ISHARES TR
SOLEShares267.74K
TypeSH
Market value$28.23M
4.93%
Sole
258.26K
Shared
0.00
None
9.48K
NEOS ETF TRUST
SOLEShares987.39K
TypeSH
Market value$28.05M
4.89%
Sole
967.87K
Shared
0.00
None
19.52K
ISHARES TR
SOLEShares31.65K
TypeSH
Market value$17.78M
3.10%
Sole
28.80K
Shared
0.00
None
2.85K
VANGUARD SCOTTSDALE FDS
SOLEShares378.17K
TypeSH
Market value$17.51M
3.06%
Sole
363.05K
Shared
0.00
None
15.12K
VANGUARD BD INDEX FDS
SOLEShares211.56K
TypeSH
Market value$16.20M
2.83%
Sole
201.37K
Shared
0.00
None
10.18K
ISHARES TR
SOLEShares320.73K
TypeSH
Market value$15.51M
2.71%
Sole
308.48K
Shared
0.00
None
12.25K
APPLE INC
SOLEShares60.13K
TypeSH
Market value$13.36M
2.33%
Sole
57.41K
Shared
0.00
None
2.71K
ISHARES TR
SOLEShares144.63K
TypeSH
Market value$13.10M
2.29%
Sole
138.79K
Shared
0.00
None
5.84K
SELECT SECTOR SPDR TR
SOLEShares121.67K
TypeSH
Market value$11.37M
1.98%
Sole
116.60K
Shared
0.00
None
5.08K
SELECT SECTOR SPDR TR
SOLEShares52.65K
TypeSH
Market value$10.87M
1.90%
Sole
50.84K
Shared
0.00
None
1.81K
ISHARES TR
SOLEShares200.46K
TypeSH
Market value$10.53M
1.84%
Sole
190.81K
Shared
0.00
None
9.65K
SELECT SECTOR SPDR TR
SOLEShares65.27K
TypeSH
Market value$9.53M
1.66%
Sole
62.54K
Shared
0.00
None
2.72K
SELECT SECTOR SPDR TR
SOLEShares116.22K
TypeSH
Market value$9.49M
1.66%
Sole
111.71K
Shared
0.00
None
4.51K
INTUITIVE SURGICAL INC
SOLEShares17.99K
TypeSH
Market value$8.91M
1.55%
Sole
13.29K
Shared
0.00
None
4.70K
META PLATFORMS INC
SOLEShares15.08K
TypeSH
Market value$8.69M
1.52%
Sole
14.45K
Shared
0.00
None
626.00
JPMORGAN CHASE & CO.
SOLEShares32.75K
TypeSH
Market value$8.03M
1.40%
Sole
30.90K
Shared
0.00
None
1.85K
MICROSOFT CORP
SOLEShares20.86K
TypeSH
Market value$7.83M
1.37%
Sole
20K
Shared
0.00
None
861.00
BOOKING HOLDINGS INC
SOLEShares1.67K
TypeSH
Market value$7.70M
1.34%
Sole
1.61K
Shared
0.00
None
61.00
CASEYS GEN STORES INC
SOLEShares17.64K
TypeSH
Market value$7.66M
1.34%
Sole
12.53K
Shared
0.00
None
5.11K
INTERCONTINENTAL EXCHANGE IN
SOLEShares42.71K
TypeSH
Market value$7.37M
1.29%
Sole
34.17K
Shared
0.00
None
8.53K
ISHARES TR
SOLEShares103.80K
TypeSH
Market value$7.25M
1.26%
Sole
96.10K
Shared
0.00
None
7.70K
NVIDIA CORPORATION
SOLEShares65.80K
TypeSH
Market value$7.13M
1.24%
Sole
39.11K
Shared
0.00
None
26.70K
ALPHABET INC
SOLEShares45.61K
TypeSH
Market value$7.05M
1.23%
Sole
43.95K
Shared
0.00
None
1.66K
SPDR SER TR
SOLEShares230.74K
TypeSH
Market value$6.95M
1.21%
Sole
220.19K
Shared
0.00
None
10.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 302.26K | SH | $29.90M 5.22% | 287.22K | 0.00 | 15.04K |
ISHARES TRSOLE | NATIONAL MUN ETF | 267.74K | SH | $28.23M 4.93% | 258.26K | 0.00 | 9.48K |
NEOS ETF TRUSTSOLE | FIS CHRISTIAN | 987.39K | SH | $28.05M 4.89% | 967.87K | 0.00 | 19.52K |
ISHARES TRSOLE | CORE S&P500 ETF | 31.65K | SH | $17.78M 3.10% | 28.80K | 0.00 | 2.85K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 378.17K | SH | $17.51M 3.06% | 363.05K | 0.00 | 15.12K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 211.56K | SH | $16.20M 2.83% | 201.37K | 0.00 | 10.18K |
ISHARES TRSOLE | CORE 1 5 YR USD | 320.73K | SH | $15.51M 2.71% | 308.48K | 0.00 | 12.25K |
APPLE INCSOLE | COM | 60.13K | SH | $13.36M 2.33% | 57.41K | 0.00 | 2.71K |
ISHARES TRSOLE | JPMORGAN USD EMG | 144.63K | SH | $13.10M 2.29% | 138.79K | 0.00 | 5.84K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 121.67K | SH | $11.37M 1.98% | 116.60K | 0.00 | 5.08K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 52.65K | SH | $10.87M 1.90% | 50.84K | 0.00 | 1.81K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 200.46K | SH | $10.53M 1.84% | 190.81K | 0.00 | 9.65K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 65.27K | SH | $9.53M 1.66% | 62.54K | 0.00 | 2.72K |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 116.22K | SH | $9.49M 1.66% | 111.71K | 0.00 | 4.51K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 17.99K | SH | $8.91M 1.55% | 13.29K | 0.00 | 4.70K |
META PLATFORMS INCSOLE | CL A | 15.08K | SH | $8.69M 1.52% | 14.45K | 0.00 | 626.00 |
JPMORGAN CHASE & CO.SOLE | COM | 32.75K | SH | $8.03M 1.40% | 30.90K | 0.00 | 1.85K |
MICROSOFT CORPSOLE | COM | 20.86K | SH | $7.83M 1.37% | 20K | 0.00 | 861.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.67K | SH | $7.70M 1.34% | 1.61K | 0.00 | 61.00 |
CASEYS GEN STORES INCSOLE | COM | 17.64K | SH | $7.66M 1.34% | 12.53K | 0.00 | 5.11K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 42.71K | SH | $7.37M 1.29% | 34.17K | 0.00 | 8.53K |
ISHARES TRSOLE | CORE MSCI TOTAL | 103.80K | SH | $7.25M 1.26% | 96.10K | 0.00 | 7.70K |
NVIDIA CORPORATIONSOLE | COM | 65.80K | SH | $7.13M 1.24% | 39.11K | 0.00 | 26.70K |
ALPHABET INCSOLE | CAP STK CL A | 45.61K | SH | $7.05M 1.23% | 43.95K | 0.00 | 1.66K |
SPDR SER TRSOLE | PORTFOLIO SHORT | 230.74K | SH | $6.95M 1.21% | 220.19K | 0.00 | 10.55K |
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