SEC 13F Intelligence

Managers / Q3 2025 · view latest →

CAPITAL INSIGHT PARTNERS, LLC

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

Reported Value
$604M
Q3 2025
Positions
163
Filings on Record
30
2019–present window
Filed
Oct 14, 2025
original filing

Summary

Capital Insight Partners, LLC reported $604M in U.S.-listed holdings across 163 positions for Q3 2025.

Its largest position, Neos Etf, represents 5.0% of the portfolio.

Compared with Q2 2025, the fund opened 6 new positions and exited 5.

Portfolio Metrics

Turnover
+6.7%
vs prior filed quarter
Top-10 Concentration
+32.3%
share of reported value
Largest Position
+5.0%
Neos Etf
New / Exited
6 / 5
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: 50.0%Common Stock: 39.9%Other: 7.7%ADR: 2.3%REIT: 0.2%
  • ETP · 50.0% · $302M
  • Common Stock · 39.9% · $241M
  • Other · 7.7% · $46M
  • ADR · 2.3% · $14M
  • REIT · 0.2% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CAPITAL GRP FIXED INCM ETF TNEW+505.8K505.8K+$14M$14M
GLOBAL X FDSNEW+72.3K72.3K+$5M$5M
TSMTAIWAN SEMICONDUCTOR MFG LTDNEW+5.9K5.9K+$2M$2M
TIM SA/BRAZILNEW+50.0K50.0K+$1M$1M
ISHARES TRNEW+2.4K2.4K+$205,965$205,965
SCHWAB STRATEGIC TRNEW+6.9K6.9K+$205,554$205,554
ISHARES TRADDED+9.1K17.1K+$531,492$973,901
UNILEVER PLCSOLD OUT−40.4K0−$2M$0

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

Holdings — Q3 2025

33 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1ISHARES TRCORE US AGGBD ET · CORE S&P500 ETF · CORE MSCI TOTAL · NATIONAL MUN ETF · CORE 1 5 YR USD · JPMORGAN USD EMG · ISHS 5-10YR INVT · 7-10 YR TRSY BD · GLB INFRASTR ETF21.53%$130M1.37M
2XLESELECT SECTOR SPDR TRTECHNOLOGY · ENERGY · SBI CONS STPLS · SBI HEALTHCARE · SBI INT-UTILS · SBI MATERIALS · COMMUNICATION · SBI CONS DISCR · RL EST SEL SEC11.26%$68M621.9K
3NEOS ETF TRUSTFIS CHRISTIAN5.00%$30M963.5K
4NVDANVIDIA CORPORATIONhistory →COM3.04%$18M98.5K
5VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF2.62%$16M336.7K
6VANGUARD BD INDEX FDSINTERMED TERM2.50%$15M193.7K
7AAPLAPPLE INChistory →COM2.43%$15M57.7K
8CAPITAL GRP FIXED INCM ETF TMUNICIPAL INCOME2.29%$14M505.8K
9MSFTMICROSOFT CORPhistory →COM1.82%$11M21.3K
10GOOGLALPHABET INChistory →CAP STK CL A1.81%$11M45.0K
11METAMETA PLATFORMS INChistory →CL A1.67%$10M13.7K
12VANGUARD INDEX FDSMID CAP ETF · TOTAL STK MKT1.60%$10M31.5K
13JPMJPMORGAN CHASE & CO.history →COM1.59%$10M30.4K
14CASYCASEYS GEN STORES INChistory →COM1.55%$9M16.6K
15ORCLORACLE CORPhistory →COM1.50%$9M32.2K
16BKNGBOOKING HOLDINGS INChistory →COM1.33%$8M1.5K
17ISRGINTUITIVE SURGICAL INChistory →COM NEW1.28%$8M17.3K
18SPDR SERIES TRUSTNUVEEN ICE HIGH1.14%$7M276.1K
19ICEINTERCONTINENTAL EXCHANGE INhistory →COM1.14%$7M40.9K
20AMZNAMAZON COM INChistory →COM1.11%$7M30.5K
21MAMASTERCARD INCORPORATEDhistory →CL A1.05%$6M11.1K
22AVGOBROADCOM INCCOM0.97%$6M17.7K
23RSGREPUBLIC SVCS INCCOM0.95%$6M25.0K
24BACBANK AMERICA CORPCOM0.88%$5M103.4K
25GLOBAL X FDSDEFENSE TECH ETF0.84%$5M72.3K
26CHECK POINT SOFTWARE TECH LTORD0.82%$5M23.9K
27HDHOME DEPOT INCCOM0.76%$5M11.3K
28FIXCOMFORT SYS USA INCCOM0.74%$4M5.4K
29PGRPROGRESSIVE CORPCOM0.73%$4M17.8K
30ASML HOLDING N VN Y REGISTRY SHS0.72%$4M4.5K
31HONGBPHONEYWELL INTL INCCOM0.70%$4M20.1K
32SPDR S&P 500 ETF TRTR UNIT0.67%$4M6.1K
33NFLXNETFLIX INCCOM0.66%$4M3.3K

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 ↗.