SEC 13F Intelligence

Managers / Q1 2025 · view latest →

CAPITAL INSIGHT PARTNERS, LLC

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

Reported Value
$573M
Q1 2025
Positions
158
Filings on Record
30
2019–present window
Filed
Apr 30, 2025
original filing

Summary

Capital Insight Partners, LLC reported $573M in U.S.-listed holdings across 158 positions for Q1 2025.

Its largest position, Ishares Tr, represents 5.2% of the portfolio.

Compared with Q4 2024, the fund opened 11 new positions and exited 9.

Portfolio Metrics

Turnover
+8.2%
vs prior filed quarter
Top-10 Concentration
+33.3%
share of reported value
Largest Position
+5.2%
Ishares Tr
New / Exited
11 / 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: 49.5%Common Stock: 39.1%Other: 8.1%ADR: 3.2%REIT: 0.1%
  • ETP · 49.5% · $284M
  • Common Stock · 39.1% · $224M
  • Other · 8.1% · $47M
  • ADR · 3.2% · $18M
  • REIT · 0.1% · $670,426

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NFLXNETFLIX INCNEW+3.5K3.5K+$3M$3M
XLCSELECT SECTOR SPDR TRNEW+33.5K33.5K+$3M$3M
SPDR SER TRNEW+46.1K46.1K+$3M$3M
ORLYO'REILLY AUTOMOTIVE INCNEW+745745+$1M$1M
ABGCENCORA INCNEW+3.5K3.5K+$917,697$917,697
ISHARES TRNEW+6.8K6.8K+$343,493$343,493
J P MORGAN EXCHANGE TRADED FNEW+4.7K4.7K+$237,759$237,759
ABTABBOTT LABSNEW+1.7K1.7K+$222,587$222,587

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

Holdings — Q1 2025

35 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1ISHARES TRCORE US AGGBD ET · NATIONAL MUN ETF · CORE S&P500 ETF · CORE 1 5 YR USD · JPMORGAN USD EMG · ISHS 5-10YR INVT · CORE MSCI TOTAL · GLB INFRASTR ETF22.13%$127M1.45M
2XLESELECT SECTOR SPDR TRENERGY · TECHNOLOGY · SBI HEALTHCARE · SBI CONS STPLS · SBI MATERIALS · SBI INT-UTILS · RL EST SEL SEC · SBI CONS DISCR10.66%$61M627.7K
3NEOS ETF TRUSTFIS CHRISTIAN4.89%$28M987.4K
4VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF3.06%$18M378.2K
5VANGUARD BD INDEX FDSINTERMED TERM2.83%$16M211.6K
6SPDR SER TRPORTFOLIO SHORT · NUVEEN BLOOMBERG2.42%$14M505.8K
7AAPLAPPLE INChistory →COM2.33%$13M60.1K
8ISRGINTUITIVE SURGICAL INChistory →COM NEW1.55%$9M18.0K
9METAMETA PLATFORMS INChistory →CL A1.52%$9M15.1K
10JPMJPMORGAN CHASE & CO.history →COM1.40%$8M32.8K
11MSFTMICROSOFT CORPhistory →COM1.37%$8M20.9K
12BKNGBOOKING HOLDINGS INChistory →COM1.34%$8M1.7K
13CASYCASEYS GEN STORES INChistory →COM1.34%$8M17.6K
14ICEINTERCONTINENTAL EXCHANGE INhistory →COM1.29%$7M42.7K
15NVDANVIDIA CORPORATIONhistory →COM1.24%$7M65.8K
16GOOGLALPHABET INChistory →CAP STK CL A1.23%$7M45.6K
17MAMASTERCARD INCORPORATEDhistory →CL A1.21%$7M12.6K
18CHECHEMED CORP NEWhistory →COM1.13%$6M10.6K
19RSGREPUBLIC SVCS INChistory →COM1.08%$6M25.5K
20PGRPROGRESSIVE CORPhistory →COM1.07%$6M21.6K
21AMZNAMAZON COM INChistory →COM1.05%$6M31.6K
22CHECK POINT SOFTWARE TECH LTORD1.01%$6M25.4K
23ORCLORACLE CORPCOM0.98%$6M40.2K
24HONGBPHONEYWELL INTL INCCOM0.97%$6M26.3K
25VANGUARD INDEX FDSMID CAP ETF0.97%$6M21.5K
26BACBANK AMERICA CORPCOM0.85%$5M117.0K
27UNHUNITEDHEALTH GROUP INCCOM0.85%$5M9.3K
28TSTENARIS S ASPONSORED ADS0.79%$5M115.1K
29HDHOME DEPOT INCCOM0.78%$4M12.2K
30ODFLOLD DOMINION FREIGHT LINE INCOM0.77%$4M26.7K
31LOGITECH INTL S ASHS0.76%$4M51.3K
32EWEDWARDS LIFESCIENCES CORPCOM0.73%$4M57.4K
33FDSFACTSET RESH SYS INCCOM0.71%$4M8.9K
34COSTCOSTCO WHSL CORP NEWCOM0.69%$4M4.2K
35NVONOVO-NORDISK A SADR0.67%$4M55.3K

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 ↗.