CAPITAL INSIGHT PARTNERS, LLC Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$575.4M
Holdings
162
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (162 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —NEOS ETF TRUST | 985,150 | $30.2M | 5.24% | |
| 2 | MUBISHARES TR | 258,852 | $27.0M | 4.70% | |
| 3 | AGGISHARES TR | 271,216 | $26.9M | 4.68% | |
| 4 | IVVISHARES TR | 30,452 | $18.9M | 3.29% | |
| 5 | VMBSVANGUARD SCOTTSDALE FDS | 340,505 | $15.8M | 2.74% | |
| 6 | BIVVANGUARD BD INDEX FDS | 196,445 | $15.2M | 2.64% | |
| 7 | ISTBISHARES TR | 298,413 | $14.5M | 2.52% | |
| 8 | NVDANVIDIA CORPORATION | 91,317 | $14.4M | 2.51% | |
| 9 | XLKSELECT SECTOR SPDR TR | 51,632 | $13.1M | 2.27% | |
| 10 | AAPLAPPLE INC | 61,254 | $12.6M | 2.18% | |
| 11 | EMBISHARES TR | 132,437 | $12.3M | 2.13% | |
| 12 | MSFTMICROSOFT CORP | 20,917 | $10.4M | 1.81% | |
| 13 | METAMETA PLATFORMS INC | 14,084 | $10.4M | 1.81% | |
| 14 | IXUSISHARES TR | 124,079 | $9.6M | 1.67% | |
| 15 | XLESELECT SECTOR SPDR TR | 111,411 | $9.4M | 1.64% | |
| 16 | ISRGINTUITIVE SURGICAL INC | 17,136 | $9.3M | 1.62% | |
| 17 | JPMJPMORGAN CHASE & CO. | 31,422 | $9.1M | 1.58% | |
| 18 | IGIBISHARES TR | 170,777 | $9.1M | 1.58% | |
| 19 | BKNGBOOKING HOLDINGS INC | 1,556 | $9.0M | 1.57% | |
| 20 | XLFISELECT SECTOR SPDR TR | 107,701 | $8.7M | 1.52% | |
| 21 | CASYCASEYS GEN STORES INC | 16,823 | $8.6M | 1.49% | |
| 22 | ORCLORACLE CORP | 37,363 | $8.2M | 1.42% | |
| 23 | XLVSELECT SECTOR SPDR TR | 60,596 | $8.2M | 1.42% | |
| 24 | GOOGLALPHABET INC | 43,817 | $7.7M | 1.34% | |
| 25 | ICEINTERCONTINENTAL EXCHANGE IN | 40,529 | $7.4M | 1.29% | |
| 26 | AMZNAMAZON COM INC | 31,057 | $6.8M | 1.18% | |
| 27 | HYMBSPDR SERIES TRUST | 269,870 | $6.7M | 1.16% | |
| 28 | MAMASTERCARD INCORPORATED | 11,863 | $6.7M | 1.16% | |
| 29 | RSGREPUBLIC SVCS INC | 24,171 | $6.0M | 1.04% | |
| 30 | IEFISHARES TR | 61,908 | $5.9M | 1.03% | |
| 31 | HONHONEYWELL INTL INC | 24,103 | $5.6M | 0.98% | |
| 32 | PGRPROGRESSIVE CORP | 20,747 | $5.5M | 0.96% | |
| 33 | XLUSELECT SECTOR SPDR TR | 67,111 | $5.5M | 0.95% | |
| 34 | CHKPCHECK POINT SOFTWARE TECH LT | 23,890 | $5.3M | 0.92% | |
| 35 | XLBSELECT SECTOR SPDR TR | 59,141 | $5.2M | 0.90% | |
| 36 | BACBANK AMERICA CORP | 108,110 | $5.1M | 0.89% | |
| 37 | VOVANGUARD INDEX FDS | 17,846 | $5.0M | 0.87% | |
| 38 | IGFISHARES TR | 77,023 | $4.6M | 0.79% | |
| 39 | CHECHEMED CORP NEW | 9,247 | $4.5M | 0.78% | |
| 40 | NFLXNETFLIX INC | 3,312 | $4.4M | 0.77% | |
| 41 | AVGOBROADCOM INC | 15,524 | $4.3M | 0.74% | |
| 42 | XLRESELECT SECTOR SPDR TR | 103,262 | $4.3M | 0.74% | |
| 43 | HDHOME DEPOT INC | 11,546 | $4.2M | 0.74% | |
| 44 | ODFLOLD DOMINION FREIGHT LINE IN | 25,115 | $4.1M | 0.71% | |
| 45 | COSTCOSTCO WHSL CORP NEW | 4,022 | $4.0M | 0.69% | |
| 46 | EWEDWARDS LIFESCIENCES CORP | 49,307 | $3.9M | 0.67% | |
| 47 | VTIVANGUARD INDEX FDS | 12,629 | $3.8M | 0.67% | |
| 48 | XLYSELECT SECTOR SPDR TR | 17,643 | $3.8M | 0.67% | |
| 49 | SPYSPDR S&P 500 ETF TR | 6,060 | $3.7M | 0.65% | |
| 50 | ASMLASML HOLDING N V | 4,577 | $3.7M | 0.64% | |
| 51 | XLCSELECT SECTOR SPDR TR | 32,599 | $3.5M | 0.61% | |
| 52 | FDSFACTSET RESH SYS INC | 7,861 | $3.5M | 0.61% | |
| 53 | RELXRELX PLC | 64,319 | $3.5M | 0.61% | |
| 54 | NVONOVO-NORDISK A S | 50,605 | $3.5M | 0.61% | |
| 55 | MANHMANHATTAN ASSOCIATES INC | 17,625 | $3.5M | 0.60% | |
| 56 | NVSNNOVARTIS AG | 28,439 | $3.4M | 0.60% | |
| 57 | TJXTJX COS INC NEW | 26,901 | $3.3M | 0.58% | |
| 58 | LOGILOGITECH INTL S A | 36,553 | $3.3M | 0.57% | |
| 59 | CPCANADIAN PACIFIC KANSAS CITY | 37,978 | $3.0M | 0.52% | |
| 60 | VXUSVANGUARD STAR FDS | 40,652 | $2.8M | 0.49% | |
| 61 | UNHUNITEDHEALTH GROUP INC | 8,902 | $2.8M | 0.48% | |
| 62 | PANWPALO ALTO NETWORKS INC | 13,355 | $2.7M | 0.47% | |
| 63 | LVLNSPDR SERIES TRUST | 42,401 | $2.5M | 0.44% | |
| 64 | USMVISHARES TR | 26,501 | $2.5M | 0.43% | |
| 65 | ORLYOREILLY AUTOMOTIVE INC | 27,596 | $2.5M | 0.43% | |
| 66 | ULUNILEVER PLC | 40,426 | $2.5M | 0.43% | |
| 67 | WMTWALMART INC | 24,227 | $2.4M | 0.41% | |
| 68 | FIXCOMFORT SYS USA INC | 4,012 | $2.2M | 0.37% | |
| 69 | TMTOYOTA MOTOR CORP | 12,161 | $2.1M | 0.36% | |
| 70 | GFLGFL ENVIRONMENTAL INC | 41,120 | $2.1M | 0.36% | |
| 71 | VVISA INC | 5,180 | $1.8M | 0.32% | |
| 72 | IBBISHARES TR | 14,485 | $1.8M | 0.32% | |
| 73 | XLISELECT SECTOR SPDR TR | 12,029 | $1.8M | 0.31% | |
| 74 | NOWSERVICENOW INC | 1,702 | $1.7M | 0.30% | |
| 75 | TSCOTRACTOR SUPPLY CO | 32,316 | $1.7M | 0.30% | |
| 76 | BNDVANGUARD BD INDEX FDS | 23,152 | $1.7M | 0.30% | |
| 77 | SCHASCHWAB STRATEGIC TR | 66,967 | $1.7M | 0.29% | |
| 78 | TOLTOLL BROTHERS INC | 14,358 | $1.6M | 0.28% | |
| 79 | AOAISHARES TR | 19,631 | $1.6M | 0.28% | |
| 80 | IGSBISHARES TR | 30,264 | $1.6M | 0.28% | |
| 81 | HCAHCA HEALTHCARE INC | 3,878 | $1.5M | 0.26% | |
| 82 | AORISHARES TR | 20,958 | $1.3M | 0.22% | |
| 83 | EQHEQUITABLE HLDGS INC | 22,078 | $1.2M | 0.22% | |
| 84 | VTEBVANGUARD MUN BD FDS | 24,999 | $1.2M | 0.21% | |
| 85 | TSTENARIS S A | 29,130 | $1.1M | 0.19% | |
| 86 | URIUNITED RENTALS INC | 1,436 | $1.1M | 0.19% | |
| 87 | GPKGRAPHIC PACKAGING HLDG CO | 50,690 | $1.1M | 0.19% | |
| 88 | XLFSELECT SECTOR SPDR TR | 20,189 | $1.1M | 0.18% | |
| 89 | VVVVALVOLINE INC | 27,917 | $1.1M | 0.18% | |
| 90 | GKDGRAND CANYON ED INC | 5,454 | $1.0M | 0.18% | |
| 91 | AFLAFLAC INC | 9,550 | $1.0M | 0.18% | |
| 92 | GOOGALPHABET INC | 5,537 | $982K | 0.17% | |
| 93 | PHPARKER-HANNIFIN CORP | 1,377 | $961K | 0.17% | |
| 94 | DEDEERE & CO | 1,885 | $958K | 0.17% | |
| 95 | ACGLARCH CAP GROUP LTD | 10,219 | $930K | 0.16% | |
| 96 | NTAPNETAPP INC | 8,584 | $914K | 0.16% | |
| 97 | BSVVANGUARD BD INDEX FDS | 11,568 | $910K | 0.16% | |
| 98 | SCHCSCHWAB STRATEGIC TR | 20,989 | $893K | 0.16% | |
| 99 | SYKSTRYKER CORPORATION | 2,257 | $892K | 0.16% | |
| 100 | AEPAMERICAN ELEC PWR CO INC | 8,556 | $887K | 0.15% |
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