Filed: 10/14/2025ACC: 0001104659-25-098878
📋 What this filing means
CAPITAL INSIGHT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 163 equity positions with a total reported market value of $604.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
163
Positions
$604.03M
Total AUM (reported)
6.55M
Total Shares
Allocation by class
COM$197.31M32.7%
FIS CHRISTIAN$30.22M5.0%
CORE US AGGBD ET$26.75M4.4%
CORE S&P500 ETF$25.17M4.2%
CL A$19.86M3.3%
TECHNOLOGY$16.82M2.8%
CORE MSCI TOTAL$16.18M2.7%
Portfolio Concentration
Top 3$82.14M13.6%
4–10$112.76M18.7%
11–25$150.97M25.0%
Rest$258.16M42.7%
Top 3 weight
13.6%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 6.55M
Sole
Full voting authority
5.72M
shares
% of voting shares87.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
824.37K
shares
% of voting shares12.6%
Investment Discretion (by position count)
Sole163
Shared0
Other0
Dominant voting typeSole · 87.4% of voting shares
Institutional Holdings163
Rows:
NEOS ETF TRUST
SOLEShares963.55K
TypeSH
Market value$30.22M
5.00%
Sole
944.45K
Shared
0.00
None
19.10K
ISHARES TR
SOLEShares266.87K
TypeSH
Market value$26.75M
4.43%
Sole
253.62K
Shared
0.00
None
13.25K
ISHARES TR
SOLEShares37.60K
TypeSH
Market value$25.17M
4.17%
Sole
34.34K
Shared
0.00
None
3.26K
NVIDIA CORPORATION
SOLEShares98.50K
TypeSH
Market value$18.38M
3.04%
Sole
70.62K
Shared
0.00
None
27.88K
SELECT SECTOR SPDR TR
SOLEShares59.66K
TypeSH
Market value$16.82M
2.78%
Sole
57.45K
Shared
0.00
None
2.21K
ISHARES TR
SOLEShares195.96K
TypeSH
Market value$16.18M
2.68%
Sole
184.05K
Shared
0.00
None
11.91K
VANGUARD SCOTTSDALE FDS
SOLEShares336.73K
TypeSH
Market value$15.81M
2.62%
Sole
322.14K
Shared
0.00
None
14.59K
ISHARES TR
SOLEShares147.84K
TypeSH
Market value$15.74M
2.61%
Sole
142.22K
Shared
0.00
None
5.62K
VANGUARD BD INDEX FDS
SOLEShares193.71K
TypeSH
Market value$15.13M
2.50%
Sole
184.58K
Shared
0.00
None
9.13K
APPLE INC
SOLEShares57.74K
TypeSH
Market value$14.70M
2.43%
Sole
55.35K
Shared
0.00
None
2.39K
ISHARES TR
SOLEShares294.46K
TypeSH
Market value$14.38M
2.38%
Sole
282.76K
Shared
0.00
None
11.70K
CAPITAL GRP FIXED INCM ETF T
SOLEShares505.76K
TypeSH
Market value$13.80M
2.29%
Sole
485.93K
Shared
0.00
None
19.83K
ISHARES TR
SOLEShares129.44K
TypeSH
Market value$12.32M
2.04%
Sole
123.78K
Shared
0.00
None
5.66K
MICROSOFT CORP
SOLEShares21.25K
TypeSH
Market value$11.01M
1.82%
Sole
20.37K
Shared
0.00
None
882.00
ALPHABET INC
SOLEShares45.04K
TypeSH
Market value$10.95M
1.81%
Sole
43.47K
Shared
0.00
None
1.57K
META PLATFORMS INC
SOLEShares13.75K
TypeSH
Market value$10.09M
1.67%
Sole
13.17K
Shared
0.00
None
576.00
JPMORGAN CHASE & CO.
SOLEShares30.42K
TypeSH
Market value$9.60M
1.59%
Sole
28.74K
Shared
0.00
None
1.69K
SELECT SECTOR SPDR TR
SOLEShares106.89K
TypeSH
Market value$9.55M
1.58%
Sole
102.46K
Shared
0.00
None
4.44K
CASEYS GEN STORES INC
SOLEShares16.57K
TypeSH
Market value$9.37M
1.55%
Sole
11.54K
Shared
0.00
None
5.03K
ORACLE CORP
SOLEShares32.16K
TypeSH
Market value$9.04M
1.50%
Sole
31.01K
Shared
0.00
None
1.15K
ISHARES TR
SOLEShares164.47K
TypeSH
Market value$8.90M
1.47%
Sole
156.35K
Shared
0.00
None
8.12K
SELECT SECTOR SPDR TR
SOLEShares106.52K
TypeSH
Market value$8.35M
1.38%
Sole
102.37K
Shared
0.00
None
4.15K
BOOKING HOLDINGS INC
SOLEShares1.49K
TypeSH
Market value$8.06M
1.33%
Sole
1.44K
Shared
0.00
None
52.00
SELECT SECTOR SPDR TR
SOLEShares56.19K
TypeSH
Market value$7.82M
1.29%
Sole
53.98K
Shared
0.00
None
2.21K
INTUITIVE SURGICAL INC
SOLEShares17.30K
TypeSH
Market value$7.74M
1.28%
Sole
12.70K
Shared
0.00
None
4.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEOS ETF TRUSTSOLE | FIS CHRISTIAN | 963.55K | SH | $30.22M 5.00% | 944.45K | 0.00 | 19.10K |
ISHARES TRSOLE | CORE US AGGBD ET | 266.87K | SH | $26.75M 4.43% | 253.62K | 0.00 | 13.25K |
ISHARES TRSOLE | CORE S&P500 ETF | 37.60K | SH | $25.17M 4.17% | 34.34K | 0.00 | 3.26K |
NVIDIA CORPORATIONSOLE | COM | 98.50K | SH | $18.38M 3.04% | 70.62K | 0.00 | 27.88K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 59.66K | SH | $16.82M 2.78% | 57.45K | 0.00 | 2.21K |
ISHARES TRSOLE | CORE MSCI TOTAL | 195.96K | SH | $16.18M 2.68% | 184.05K | 0.00 | 11.91K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 336.73K | SH | $15.81M 2.62% | 322.14K | 0.00 | 14.59K |
ISHARES TRSOLE | NATIONAL MUN ETF | 147.84K | SH | $15.74M 2.61% | 142.22K | 0.00 | 5.62K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 193.71K | SH | $15.13M 2.50% | 184.58K | 0.00 | 9.13K |
APPLE INCSOLE | COM | 57.74K | SH | $14.70M 2.43% | 55.35K | 0.00 | 2.39K |
ISHARES TRSOLE | CORE 1 5 YR USD | 294.46K | SH | $14.38M 2.38% | 282.76K | 0.00 | 11.70K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 505.76K | SH | $13.80M 2.29% | 485.93K | 0.00 | 19.83K |
ISHARES TRSOLE | JPMORGAN USD EMG | 129.44K | SH | $12.32M 2.04% | 123.78K | 0.00 | 5.66K |
MICROSOFT CORPSOLE | COM | 21.25K | SH | $11.01M 1.82% | 20.37K | 0.00 | 882.00 |
ALPHABET INCSOLE | CAP STK CL A | 45.04K | SH | $10.95M 1.81% | 43.47K | 0.00 | 1.57K |
META PLATFORMS INCSOLE | CL A | 13.75K | SH | $10.09M 1.67% | 13.17K | 0.00 | 576.00 |
JPMORGAN CHASE & CO.SOLE | COM | 30.42K | SH | $9.60M 1.59% | 28.74K | 0.00 | 1.69K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 106.89K | SH | $9.55M 1.58% | 102.46K | 0.00 | 4.44K |
CASEYS GEN STORES INCSOLE | COM | 16.57K | SH | $9.37M 1.55% | 11.54K | 0.00 | 5.03K |
ORACLE CORPSOLE | COM | 32.16K | SH | $9.04M 1.50% | 31.01K | 0.00 | 1.15K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 164.47K | SH | $8.90M 1.47% | 156.35K | 0.00 | 8.12K |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 106.52K | SH | $8.35M 1.38% | 102.37K | 0.00 | 4.15K |
BOOKING HOLDINGS INCSOLE | COM | 1.49K | SH | $8.06M 1.33% | 1.44K | 0.00 | 52.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 56.19K | SH | $7.82M 1.29% | 53.98K | 0.00 | 2.21K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 17.30K | SH | $7.74M 1.28% | 12.70K | 0.00 | 4.60K |
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