SEC 13F Intelligence

Managers / Q4 2025 · view latest →

CAPITAL INSIGHT PARTNERS, LLC

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

Reported Value
$473M
Q4 2025
Positions
134
Filings on Record
30
2019–present window
Filed
Feb 17, 2026
original filing

Summary

Capital Insight Partners, LLC reported $473M in U.S.-listed holdings across 134 positions for Q4 2025.

Its largest position, Ishares Tr, represents 5.0% of the portfolio.

Compared with Q3 2025, the fund opened 7 new positions and exited 36.

Portfolio Metrics

Turnover
+2.4%
vs prior filed quarter
Top-10 Concentration
+35.2%
share of reported value
Largest Position
+5.0%
Ishares Tr
New / Exited
7 / 36
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: 56.9%Common Stock: 38.5%Other: 2.8%ADR: 1.8%
  • ETP · 56.9% · $269M
  • Common Stock · 38.5% · $182M
  • Other · 2.8% · $13M
  • ADR · 1.8% · $9M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SCHWAB STRATEGIC TRNEW+225.6K225.6K+$6M$6M
VANGUARD INDEX FDSNEW+1.5K1.5K+$427,643$427,643
VANGUARD WHITEHALL FDSNEW+4.6K4.6K+$417,836$417,836
VUGVANGUARD INDEX FDSNEW+673673+$328,330$328,330
VANGUARD INDEX FDSNEW+810810+$244,710$244,710
DIMENSIONAL ETF TRUSTNEW+7.0K7.0K+$240,497$240,497
WFCWELLS FARGO CO NEWNEW+2.4K2.4K+$219,859$219,859
NFLXNETFLIX INCADDED+25.1K28.4K−$1M$3M

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

Holdings — Q4 2025

34 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1ISHARES TRCORE S&P500 ETF · CORE US AGGBD ET · CORE MSCI TOTAL · NATIONAL MUN ETF · CORE 1 5 YR USD · ISHS 5-10YR INVT · 7-10 YR TRSY BD · GLB INFRASTR ETF22.67%$107M1.12M
2XLESELECT SECTOR SPDR TRSTATE STREET TEC · STATE STREET ENE · STATE STREET HEA · STATE STREET CON · STATE STREET UTI · STATE STREET MAT · STATE STREET COM · STATE STREET REA12.52%$59M793.5K
3VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF3.47%$16M347.9K
4NVDANVIDIA CORPORATIONhistory →COM3.46%$16M87.5K
5VANGUARD BD INDEX FDSINTERMED TERM3.08%$15M186.9K
6CAPITAL GRP FIXED INCM ETF TMUNICIPAL INCOME2.78%$13M479.1K
7AAPLAPPLE INChistory →COM2.68%$13M46.5K
8GOOGLALPHABET INChistory →CAP STK CL A2.46%$12M37.1K
9VANGUARD INDEX FDSMID CAP ETF · TOTAL STK MKT1.94%$9M29.6K
10MSFTMICROSOFT CORPhistory →COM1.89%$9M18.5K
11ISRGINTUITIVE SURGICAL INChistory →COM NEW1.79%$8M15.0K
12JPMJPMORGAN CHASE & CO.history →COM1.78%$8M26.1K
13METAMETA PLATFORMS INChistory →CL A1.68%$8M12.1K
14BKNGBOOKING HOLDINGS INChistory →COM1.40%$7M1.2K
15SPDR SERIES TRUSTSTATE STREET SPD1.31%$6M247.5K
16AVGOBROADCOM INChistory →COM1.27%$6M17.3K
17SCHWAB STRATEGIC TRUS TIPS ETF1.26%$6M225.6K
18ICEINTERCONTINENTAL EXCHANGE INhistory →COM1.24%$6M36.4K
19AMZNAMAZON COM INChistory →COM1.21%$6M24.8K
20CASYCASEYS GEN STORES INChistory →COM1.16%$6M10.0K
21ORCLORACLE CORPhistory →COM1.12%$5M27.2K
22MAMASTERCARD INCORPORATEDhistory →CL A1.11%$5M9.2K
23BACBANK AMERICA CORPhistory →COM1.01%$5M87.0K
24GLOBAL X FDSDEFENSE TECH ETF0.84%$4M61.6K
25ASML HOLDING N VN Y REGISTRY SHS0.82%$4M3.6K
26RSGREPUBLIC SVCS INCCOM0.80%$4M17.7K
27CHECK POINT SOFTWARE TECH LTORD0.77%$4M19.8K
28TJXTJX COS INC NEWCOM0.74%$4M22.9K
29PGRPROGRESSIVE CORPCOM0.71%$3M14.8K
30HONGBPHONEYWELL INTL INCCOM0.71%$3M17.2K
31NVSNNOVARTIS AGSPONSORED ADR0.70%$3M24.0K
32HDHOME DEPOT INCCOM0.70%$3M9.6K
33FIXCOMFORT SYS USA INCCOM0.65%$3M3.3K
34COSTCOSTCO WHSL CORP NEWCOM0.65%$3M3.6K

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 ↗.