CAPITAL INSIGHT PARTNERS, LLC
CIK: 0001664385SEC EDGAR →
Portfolio Value
$408K
Holdings
134
As of
Q4 2025
New Positions
6
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 234,552 | $23K | 5.64% |
| 2 | ISHARES TR | 34,660 | $23K | 5.64% |
| 3 | NVIDIA CORPORATION | 87,461 | $16K | 3.92% |
| 4 | VANGUARD SCOTTSDALE FDS | 347,920 | $16K | 3.92% |
| 5 | SELECT SECTOR SPDR TR | 107,866 | $15K | 3.68% |
| 6 | ISHARES TR | 188,484 | $15K | 3.68% |
| 7 | ISHARES TR | 131,357 | $14K | 3.43% |
| 8 | VANGUARD BD INDEX FDS | 186,865 | $14K | 3.43% |
| 9 | ISHARES TR | 267,939 | $13K | 3.19% |
| 10 | CAPITAL GRP FIXED INCM ETF T | 479,150 | $13K | 3.19% |
Quarterly Changes
New Positions (7)
Closed Positions (36)
NEOS ETF TRUST
$30K · 964K shares
$2K · 15K shares
$2K · 6K shares
$994 · 28K shares
$984 · 50K shares
$884 · 2K shares
$878 · 7K shares
$855 · 2K shares
$840 · 23K shares
$816 · 4K shares
$757 · 5K shares
$744 · 3K shares
$722 · 10K shares
$699 · 9K shares
$650 · 10K shares
$633 · 2K shares
$618 · 3K shares
$597 · 4K shares
$595 · 6K shares
$591 · 5K shares
$560 · 7K shares
$551 · 14K shares
$530 · 3K shares
$523 · 7K shares
$288 · 6K shares
$287 · 6K shares
$278 · 11K shares
$266 · 2K shares
$238 · 5K shares
$229 · 3K shares
$227 · 453 shares
$226 · 536 shares
$218 · 3K shares
$218 · 776 shares
$205 · 7K shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 70 | $260K | 63.7% |
| Technology | 14 | $57K | 14.0% |
| Communication Services | 6 | $24K | 5.9% |
| Consumer Cyclical | 12 | $24K | 5.9% |
| Healthcare | 11 | $14K | 3.4% |
| Unknown | 7 | $12K | 2.9% |
| Industrials | 7 | $12K | 2.9% |
| Consumer Defensive | 4 | $5K | 1.2% |
| Energy | 2 | $0 | 0.0% |
| Utilities | 1 | $0 | 0.0% |