Filed: 2/17/2026ACC: 0001104659-26-015960
๐ What this filing means
CAPITAL INSIGHT PARTNERS, LLC filed this quarterly 13FโHR report disclosing 134 equity positions with a total reported market value of $472.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$472.55M
Total AUM (reported)
5.12M
Total Shares
Allocation by class
COM$142.87M30.2%
CORE S&P500 ETF$23.74M5.0%
CORE US AGGBD ET$23.43M5.0%
MTG-BKD SECS ETF$16.38M3.5%
CORE MSCI TOTAL$15.95M3.4%
STATE STREET TEC$15.53M3.3%
INTERMED TERM$14.55M3.1%
Portfolio Concentration
Top 3$63.55M13.4%
4โ10$102.66M21.7%
11โ25$118.56M25.1%
Rest$187.79M39.7%
Top 3 weight
13.4%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 5.12M
Sole
Full voting authority
4.57M
shares
% of voting shares89.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
545.69K
shares
% of voting shares10.7%
Investment Discretion (by position count)
Sole134
Shared0
Other0
Dominant voting typeSole ยท 89.3% of voting shares
Institutional Holdings134
Rows:
ISHARES TR
SOLEShares34.66K
TypeSH
Market value$23.74M
5.02%
Sole
30.85K
Shared
0.00
None
3.81K
ISHARES TR
SOLEShares234.55K
TypeSH
Market value$23.43M
4.96%
Sole
222.74K
Shared
0.00
None
11.81K
VANGUARD SCOTTSDALE FDS
SOLEShares347.92K
TypeSH
Market value$16.38M
3.47%
Sole
331.50K
Shared
0.00
None
16.42K
NVIDIA CORPORATION
SOLEShares87.46K
TypeSH
Market value$16.37M
3.46%
Sole
59.85K
Shared
0.00
None
27.61K
ISHARES TR
SOLEShares188.48K
TypeSH
Market value$15.95M
3.38%
Sole
174.65K
Shared
0.00
None
13.83K
SELECT SECTOR SPDR TR
SOLEShares107.87K
TypeSH
Market value$15.53M
3.29%
Sole
104K
Shared
0.00
None
3.87K
VANGUARD BD INDEX FDS
SOLEShares186.87K
TypeSH
Market value$14.55M
3.08%
Sole
178.14K
Shared
0.00
None
8.72K
ISHARES TR
SOLEShares131.36K
TypeSH
Market value$14.07M
2.98%
Sole
127.16K
Shared
0.00
None
4.19K
CAPITAL GRP FIXED INCM ETF T
SOLEShares479.15K
TypeSH
Market value$13.12M
2.78%
Sole
464.62K
Shared
0.00
None
14.53K
ISHARES TR
SOLEShares267.94K
TypeSH
Market value$13.06M
2.76%
Sole
257.61K
Shared
0.00
None
10.33K
APPLE INC
SOLEShares46.52K
TypeSH
Market value$12.65M
2.68%
Sole
45K
Shared
0.00
None
1.52K
ALPHABET INC
SOLEShares37.10K
TypeSH
Market value$11.61M
2.46%
Sole
35.89K
Shared
0.00
None
1.22K
MICROSOFT CORP
SOLEShares18.47K
TypeSH
Market value$8.93M
1.89%
Sole
17.77K
Shared
0.00
None
698.00
INTUITIVE SURGICAL INC
SOLEShares14.98K
TypeSH
Market value$8.47M
1.79%
Sole
10.44K
Shared
0.00
None
4.54K
JPMORGAN CHASE & CO.
SOLEShares26.14K
TypeSH
Market value$8.42M
1.78%
Sole
24.71K
Shared
0.00
None
1.43K
META PLATFORMS INC
SOLEShares12.05K
TypeSH
Market value$7.96M
1.68%
Sole
11.61K
Shared
0.00
None
442.00
SELECT SECTOR SPDR TR
SOLEShares176.41K
TypeSH
Market value$7.89M
1.67%
Sole
169.26K
Shared
0.00
None
7.15K
ISHARES TR
SOLEShares142.10K
TypeSH
Market value$7.66M
1.62%
Sole
133.70K
Shared
0.00
None
8.41K
SELECT SECTOR SPDR TR
SOLEShares48K
TypeSH
Market value$7.43M
1.57%
Sole
46.21K
Shared
0.00
None
1.79K
SELECT SECTOR SPDR TR
SOLEShares88.52K
TypeSH
Market value$6.88M
1.46%
Sole
85.24K
Shared
0.00
None
3.27K
BOOKING HOLDINGS INC
SOLEShares1.24K
TypeSH
Market value$6.63M
1.40%
Sole
1.20K
Shared
0.00
None
38.00
SPDR SERIES TRUST
SOLEShares247.53K
TypeSH
Market value$6.17M
1.31%
Sole
240.20K
Shared
0.00
None
7.33K
BROADCOM INC
SOLEShares17.34K
TypeSH
Market value$6.01M
1.27%
Sole
10.70K
Shared
0.00
None
6.64K
SCHWAB STRATEGIC TR
SOLEShares225.58K
TypeSH
Market value$5.98M
1.26%
Sole
218.18K
Shared
0.00
None
7.41K
INTERCONTINENTAL EXCHANGE IN
SOLEShares36.40K
TypeSH
Market value$5.88M
1.24%
Sole
28.22K
Shared
0.00
None
8.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 34.66K | SH | $23.74M 5.02% | 30.85K | 0.00 | 3.81K |
ISHARES TRSOLE | CORE US AGGBD ET | 234.55K | SH | $23.43M 4.96% | 222.74K | 0.00 | 11.81K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 347.92K | SH | $16.38M 3.47% | 331.50K | 0.00 | 16.42K |
NVIDIA CORPORATIONSOLE | COM | 87.46K | SH | $16.37M 3.46% | 59.85K | 0.00 | 27.61K |
ISHARES TRSOLE | CORE MSCI TOTAL | 188.48K | SH | $15.95M 3.38% | 174.65K | 0.00 | 13.83K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 107.87K | SH | $15.53M 3.29% | 104K | 0.00 | 3.87K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 186.87K | SH | $14.55M 3.08% | 178.14K | 0.00 | 8.72K |
ISHARES TRSOLE | NATIONAL MUN ETF | 131.36K | SH | $14.07M 2.98% | 127.16K | 0.00 | 4.19K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 479.15K | SH | $13.12M 2.78% | 464.62K | 0.00 | 14.53K |
ISHARES TRSOLE | CORE 1 5 YR USD | 267.94K | SH | $13.06M 2.76% | 257.61K | 0.00 | 10.33K |
APPLE INCSOLE | COM | 46.52K | SH | $12.65M 2.68% | 45K | 0.00 | 1.52K |
ALPHABET INCSOLE | CAP STK CL A | 37.10K | SH | $11.61M 2.46% | 35.89K | 0.00 | 1.22K |
MICROSOFT CORPSOLE | COM | 18.47K | SH | $8.93M 1.89% | 17.77K | 0.00 | 698.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 14.98K | SH | $8.47M 1.79% | 10.44K | 0.00 | 4.54K |
JPMORGAN CHASE & CO.SOLE | COM | 26.14K | SH | $8.42M 1.78% | 24.71K | 0.00 | 1.43K |
META PLATFORMS INCSOLE | CL A | 12.05K | SH | $7.96M 1.68% | 11.61K | 0.00 | 442.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 176.41K | SH | $7.89M 1.67% | 169.26K | 0.00 | 7.15K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 142.10K | SH | $7.66M 1.62% | 133.70K | 0.00 | 8.41K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 48K | SH | $7.43M 1.57% | 46.21K | 0.00 | 1.79K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 88.52K | SH | $6.88M 1.46% | 85.24K | 0.00 | 3.27K |
BOOKING HOLDINGS INCSOLE | COM | 1.24K | SH | $6.63M 1.40% | 1.20K | 0.00 | 38.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 247.53K | SH | $6.17M 1.31% | 240.20K | 0.00 | 7.33K |
BROADCOM INCSOLE | COM | 17.34K | SH | $6.01M 1.27% | 10.70K | 0.00 | 6.64K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 225.58K | SH | $5.98M 1.26% | 218.18K | 0.00 | 7.41K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 36.40K | SH | $5.88M 1.24% | 28.22K | 0.00 | 8.18K |
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