Managers / Q2 2025 · view latest →
CAPITAL INSIGHT PARTNERS, LLC
CIK 0001664385 · 7328 E. DEER VALLEY RD., STE 105, SCOTTSDALE, AZ, 85255 · 480-295-7070
Reported Value
$575M
Q2 2025
Positions
162
Filings on Record
30
2019–present window
Filed
Jul 17, 2025
original filing
Summary
Capital Insight Partners, LLC reported $575M in U.S.-listed holdings across 162 positions for Q2 2025.
Its largest position, Neos Etf, represents 5.2% of the portfolio.
Compared with Q1 2025, the fund opened 14 new positions and exited 10.
Portfolio Metrics
Turnover
+9.4%
vs prior filed quarter
Top-10 Concentration
+32.8%
share of reported value
Largest Position
+5.2%
Neos Etf
New / Exited
14 / 10
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
Portfolio Composition
By security type
- ETP · 47.6% · $274M
- Common Stock · 41.4% · $238M
- Other · 8.3% · $48M
- ADR · 2.5% · $14M
- REIT · 0.2% · $1M
Quarter-over-Quarter Changes full breakdown →
vs Q1 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| ISHARES TR | NEW | +61.9K | 61.9K | +$6M | $6M |
| WMTWALMART INC | NEW | +24.2K | 24.2K | +$2M | $2M |
| FIXCOMFORT SYS USA INC | NEW | +4.0K | 4.0K | +$2M | $2M |
| TTDTHE TRADE DESK INC | NEW | +9.4K | 9.4K | +$673,827 | $673,827 |
| WELLWELLTOWER INC | NEW | +3.5K | 3.5K | +$538,055 | $538,055 |
| AXONAXON ENTERPRISE INC | NEW | +647 | 647 | +$535,678 | $535,678 |
| NEENEXTERA ENERGY INC | NEW | +7.0K | 7.0K | +$489,411 | $489,411 |
| SFMSPROUTS FMRS MKT INC | NEW | +2.4K | 2.4K | +$398,923 | $398,923 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q2 2025
34 positions
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | ISHARES TR | NATIONAL MUN ETF · CORE US AGGBD ET · CORE S&P500 ETF · CORE 1 5 YR USD · JPMORGAN USD EMG · CORE MSCI TOTAL · ISHS 5-10YR INVT · 7-10 YR TRSY BD · GLB INFRASTR ETF | 22.39% | $129M | 1.43M |
| 2 | XLESELECT SECTOR SPDR TR | TECHNOLOGY · ENERGY · SBI CONS STPLS · SBI HEALTHCARE · SBI INT-UTILS · SBI MATERIALS · RL EST SEL SEC · SBI CONS DISCR | 10.11% | $58M | 578.5K |
| 3 | NEOS ETF TRUST | FIS CHRISTIAN | 5.24% | $30M | 985.1K |
| 4 | VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 2.74% | $16M | 340.5K |
| 5 | VANGUARD BD INDEX FDS | INTERMED TERM | 2.64% | $15M | 196.4K |
| 6 | NVDANVIDIA CORPORATIONhistory → | COM | 2.51% | $14M | 91.3K |
| 7 | AAPLAPPLE INChistory → | COM | 2.18% | $13M | 61.3K |
| 8 | MSFTMICROSOFT CORPhistory → | COM | 1.81% | $10M | 20.9K |
| 9 | METAMETA PLATFORMS INChistory → | CL A | 1.81% | $10M | 14.1K |
| 10 | ISRGINTUITIVE SURGICAL INChistory → | COM NEW | 1.62% | $9M | 17.1K |
| 11 | JPMJPMORGAN CHASE & CO.history → | COM | 1.58% | $9M | 31.4K |
| 12 | BKNGBOOKING HOLDINGS INChistory → | COM | 1.57% | $9M | 1.6K |
| 13 | VANGUARD INDEX FDS | MID CAP ETF · TOTAL STK MKT | 1.53% | $9M | 30.5K |
| 14 | CASYCASEYS GEN STORES INChistory → | COM | 1.49% | $9M | 16.8K |
| 15 | ORCLORACLE CORPhistory → | COM | 1.42% | $8M | 37.4K |
| 16 | GOOGLALPHABET INChistory → | CAP STK CL A | 1.34% | $8M | 43.8K |
| 17 | ICEINTERCONTINENTAL EXCHANGE INhistory → | COM | 1.29% | $7M | 40.5K |
| 18 | AMZNAMAZON COM INChistory → | COM | 1.18% | $7M | 31.1K |
| 19 | SPDR SERIES TRUST | NUVEEN ICE HIGH | 1.16% | $7M | 269.9K |
| 20 | MAMASTERCARD INCORPORATEDhistory → | CL A | 1.16% | $7M | 11.9K |
| 21 | RSGREPUBLIC SVCS INChistory → | COM | 1.04% | $6M | 24.2K |
| 22 | HONGBPHONEYWELL INTL INC | COM | 0.98% | $6M | 24.1K |
| 23 | PGRPROGRESSIVE CORP | COM | 0.96% | $6M | 20.7K |
| 24 | CHECK POINT SOFTWARE TECH LT | ORD | 0.92% | $5M | 23.9K |
| 25 | BACBANK AMERICA CORP | COM | 0.89% | $5M | 108.1K |
| 26 | CHECHEMED CORP NEW | COM | 0.78% | $5M | 9.2K |
| 27 | NFLXNETFLIX INC | COM | 0.77% | $4M | 3.3K |
| 28 | AVGOBROADCOM INC | COM | 0.74% | $4M | 15.5K |
| 29 | HDHOME DEPOT INC | COM | 0.74% | $4M | 11.5K |
| 30 | ODFLOLD DOMINION FREIGHT LINE IN | COM | 0.71% | $4M | 25.1K |
| 31 | COSTCOSTCO WHSL CORP NEW | COM | 0.69% | $4M | 4.0K |
| 32 | EWEDWARDS LIFESCIENCES CORP | COM | 0.67% | $4M | 49.3K |
| 33 | SPDR S&P 500 ETF TR | TR UNIT | 0.65% | $4M | 6.1K |
| 34 | ASML HOLDING N V | N Y REGISTRY SHS | 0.64% | $4M | 4.6K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $0 | 1 | Apr 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $473M | 134 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $604M | 163 | Oct 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $575M | 162 | Jul 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $573M | 158 | Apr 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $579M | 156 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $571M | 157 | Oct 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $530M | 157 | Jul 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $535M | 162 | Apr 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $489M | 161 | Jan 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $440M | 161 | Oct 30, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $447M | 171 | Jul 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $425M | 163 | Apr 28, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $386M | 157 | Feb 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $371M | 143 | Oct 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $428M | 153 | Jul 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $490M | 164 | Apr 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $491M | 152 | Jan 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $460M | 151 | Oct 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $443M | 150 | Aug 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $412M | 144 | Apr 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $397M | 143 | Feb 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $356M | 139 | Nov 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $317M | 140 | Jul 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $189M | 92 | Apr 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $218M | 94 | Jan 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $114M | 79 | Oct 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $115M | 76 | Jul 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $111M | 76 | Apr 4, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $97M | 77 | Jan 3, 2019 | 13F-HR | changes · 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 ↗.