SEC 13F Intelligence

Managers / Q1 2023 · view latest →

CAPITAL INSIGHT PARTNERS, LLC

CIK 0001664385 · 7328 E. DEER VALLEY RD., STE 105, SCOTTSDALE, AZ, 85255 · 480-295-7070

Reported Value
$425M
Q1 2023
Positions
163
Filings on Record
30
2019–present window
Filed
Apr 28, 2023
original filing

Summary

Capital Insight Partners, LLC reported $425M in U.S.-listed holdings across 163 positions for Q1 2023.

Its largest position, Ishares Tr, represents 5.7% of the portfolio.

Compared with Q4 2022, the fund opened 15 new positions and exited 9.

Portfolio Metrics

Turnover
+8.4%
vs prior filed quarter
Top-10 Concentration
+34.1%
share of reported value
Largest Position
+5.7%
Ishares Tr
New / Exited
15 / 9
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $97MQ4 ’18Q1 ’19: $111MQ2 ’19: $115MQ3 ’19: $114MQ4 ’19: $218MQ4 ’19Q1 ’20: $189MQ2 ’20: $317MQ3 ’20: $356MQ4 ’20: $397MQ4 ’20Q1 ’21: $412MQ2 ’21: $443MQ3 ’21: $460MQ4 ’21: $491MQ4 ’21Q1 ’22: $490MQ2 ’22: $428MQ3 ’22: $371MQ4 ’22: $386MQ4 ’22Q1 ’23: $425MQ2 ’23: $447MQ3 ’23: $440MQ4 ’23: $489MQ4 ’23Q1 ’24: $535MQ2 ’24: $530MQ3 ’24: $571MQ4 ’24: $579MQ4 ’24Q1 ’25: $573MQ2 ’25: $575MQ3 ’25: $604MQ4 ’25: $473MQ4 ’25Q1 ’26: $0filingsflow.com

Portfolio Composition

By security type
ETP: 48.9%Common Stock: 39.9%Other: 7.8%ADR: 3.3%REIT: 0.1%
  • ETP · 48.9% · $208M
  • Common Stock · 39.9% · $170M
  • Other · 7.8% · $33M
  • ADR · 3.3% · $14M
  • REIT · 0.1% · $332,994

Quarter-over-Quarter Changes full breakdown →

vs Q4 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPDR SER TRNEW+389.2K389.2K+$8M$8M
BKNGBOOKING HOLDINGS INCNEW+1.9K1.9K+$5M$5M
CHECHEMED CORP NEWNEW+9.1K9.1K+$5M$5M
UNHUNITEDHEALTH GROUP INCNEW+8.5K8.5K+$4M$4M
ISRGINTUITIVE SURGICAL INCNEW+12.7K12.7K+$3M$3M
SPDR S&P 500 ETF TRNEW+6.5K6.5K+$3M$3M
SHP ETF TRUSTNEW+21.7K21.7K+$1M$1M
ARCH CAP GROUP LTDNEW+10.0K10.0K+$678,700$678,700

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2023

37 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1ISHARES TRCORE US AGGBD ET · CORE 1 5 YR USD · NATIONAL MUN ETF · CORE S&P500 ETF · SHRT NAT MUN ETF · ISHS 5-10YR INVT · CORE MSCI TOTAL · GLB INFRASTR ETF · ISHS 1-5YR INVS25.29%$108M1.42M
2SHP ETF TRUSTFIS BIBLICALLY R5.08%$22M959.1K
3XLESELECT SECTOR SPDR TRENERGY · RL EST SEL SEC · SBI MATERIALS · TECHNOLOGY4.59%$20M283.3K
4SPDR SER TRBLOOMBERG EMERGI · NUVEEN BLOOMBERG2.91%$12M554.0K
5VANGUARD BD INDEX FDSSHORT TRM BOND2.62%$11M145.7K
6AAPLAPPLE INChistory →COM2.43%$10M62.7K
7VANGUARD INDEX FDSMID CAP ETF · TOTAL STK MKT1.73%$7M35.3K
8SCHWAB STRATEGIC TRINTL SCEQT ETF1.72%$7M217.5K
9DBX ETF TRXTRACK USD HIGH1.28%$5M156.7K
10MSFTMICROSOFT CORPhistory →COM1.26%$5M18.6K
11GOOGLALPHABET INChistory →CAP STK CL A1.25%$5M51.1K
12BKNGBOOKING HOLDINGS INChistory →COM1.19%$5M1.9K
13HONGBPHONEYWELL INTL INChistory →COM1.17%$5M26.0K
14CHECHEMED CORP NEWhistory →COM1.14%$5M9.1K
15JPMJPMORGAN CHASE & COhistory →COM1.07%$5M35.0K
16JNJJOHNSON & JOHNSONhistory →COM1.06%$5M29.2K
17MAMASTERCARD INCORPORATEDhistory →CL A1.01%$4M11.8K
18FDSFACTSET RESH SYS INCCOM0.98%$4M10.1K
19UNHUNITEDHEALTH GROUP INCCOM0.94%$4M8.5K
20PEPPEPSICO INCCOM0.94%$4M21.8K
21ODFLOLD DOMINION FREIGHT LINE INCOM0.91%$4M11.4K
22EWEDWARDS LIFESCIENCES CORPCOM0.89%$4M45.9K
23BACBANK AMERICA CORPCOM0.85%$4M126.4K
24PFEPFIZER INCCOM0.82%$3M85.7K
25ORCLORACLE CORPCOM0.82%$3M37.6K
26OGM1COGENT COMMUNICATIONS HLDGSCOM NEW0.82%$3M54.5K
27CMCSACOMCAST CORP NEWCL A0.82%$3M91.5K
28ONON SEMICONDUCTOR CORPCOM0.81%$3M41.9K
29NVONOVO-NORDISK A SADR0.80%$3M21.3K
30DUTMOODYS CORPCOM0.77%$3M10.7K
31NDSNNORDSON CORPCOM0.77%$3M14.7K
32CASYCASEYS GEN STORES INCCOM0.77%$3M15.1K
33ISRGINTUITIVE SURGICAL INCCOM NEW0.76%$3M12.7K
34METAMETA PLATFORMS INCCL A0.75%$3M15.1K
35HDHOME DEPOT INCCOM0.75%$3M10.7K
36MEDTRONIC PLCSHS0.73%$3M38.6K
37VANGUARD STAR FDSVG TL INTL STK F0.71%$3M54.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$01Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$473M134Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$604M163Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$575M162Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$573M158Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$579M156Jan 24, 202513F-HRchanges · EDGAR ↗
Q3 2024$571M157Oct 9, 202413F-HRchanges · EDGAR ↗
Q2 2024$530M157Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$535M162Apr 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$489M161Jan 24, 202413F-HRchanges · EDGAR ↗
Q3 2023$440M161Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$447M171Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$425M163Apr 28, 202313F-HRchanges · EDGAR ↗
Q4 2022$386M157Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$371M143Oct 20, 202213F-HRchanges · EDGAR ↗
Q2 2022$428M153Jul 20, 202213F-HRchanges · EDGAR ↗
Q1 2022$490M164Apr 21, 202213F-HRchanges · EDGAR ↗
Q4 2021$491M152Jan 20, 202213F-HRchanges · EDGAR ↗
Q3 2021$460M151Oct 13, 202113F-HRchanges · EDGAR ↗
Q2 2021$443M150Aug 2, 202113F-HRchanges · EDGAR ↗
Q1 2021$412M144Apr 20, 202113F-HRchanges · EDGAR ↗
Q4 2020$397M143Feb 2, 202113F-HRchanges · EDGAR ↗
Q3 2020$356M139Nov 4, 202013F-HRchanges · EDGAR ↗
Q2 2020$317M140Jul 15, 202013F-HRchanges · EDGAR ↗
Q1 2020$189M92Apr 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$218M94Jan 27, 202013F-HRchanges · EDGAR ↗
Q3 2019$114M79Oct 9, 201913F-HRchanges · EDGAR ↗
Q2 2019$115M76Jul 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$111M76Apr 4, 201913F-HRchanges · EDGAR ↗
Q4 2018$97M77Jan 3, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.