CAPITAL INSIGHT PARTNERS, LLC
CIK: 0001664385SEC EDGAR →
Portfolio Value
$472.0M
Holdings
134
As of
Q4 2025
New Positions
6
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 234,552 | $23.0M | 4.87% |
| 2 | ISHARES TR | 34,660 | $23.0M | 4.87% |
| 3 | NVIDIA CORPORATION | 87,461 | $16.0M | 3.39% |
| 4 | VANGUARD SCOTTSDALE FDS | 347,920 | $16.0M | 3.39% |
| 5 | SELECT SECTOR SPDR TR | 107,866 | $15.0M | 3.18% |
| 6 | ISHARES TR | 188,484 | $15.0M | 3.18% |
| 7 | ISHARES TR | 131,357 | $14.0M | 2.97% |
| 8 | VANGUARD BD INDEX FDS | 186,865 | $14.0M | 2.97% |
| 9 | ISHARES TR | 267,939 | $13.0M | 2.75% |
| 10 | CAPITAL GRP FIXED INCM ETF T | 479,150 | $13.0M | 2.75% |
Quarterly Changes
New Positions (7)
Closed Positions (36)
NEOS ETF TRUST
$30.2M · 964K shares
$2.0M · 15K shares
$1.6M · 6K shares
$1.5M · 2K shares
$994K · 28K shares
$984K · 50K shares
$884K · 2K shares
$878K · 7K shares
$855K · 2K shares
$840K · 23K shares
$816K · 4K shares
$757K · 5K shares
$744K · 3K shares
$722K · 10K shares
$699K · 9K shares
$650K · 10K shares
$633K · 2K shares
$618K · 3K shares
$597K · 4K shares
$595K · 6K shares
$591K · 5K shares
$560K · 7K shares
$551K · 14K shares
$530K · 3K shares
$523K · 7K shares
$288K · 6K shares
$287K · 6K shares
$278K · 11K shares
$266K · 2K shares
$238K · 5K shares
$229K · 3K shares
$227K · 453 shares
$226K · 536 shares
$218K · 3K shares
$218K · 776 shares
$205K · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 70 | $260.0M | 63.7% |
| Technology | 14 | $57.0M | 14.0% |
| Communication Services | 6 | $24.0M | 5.9% |
| Consumer Cyclical | 12 | $24.0M | 5.9% |
| Healthcare | 11 | $14.0M | 3.4% |
| Unknown | 7 | $12.0M | 2.9% |
| Industrials | 7 | $12.0M | 2.9% |
| Consumer Defensive | 4 | $5.0M | 1.2% |
| Energy | 2 | $0 | 0.0% |
| Utilities | 1 | $0 | 0.0% |