Capital Insight Partners, LLC 13F Holdings · last filed Q4 2025
Capital Insight Partners, LLC reported 134 securities worth $472.55M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: IVV (5.02%), AGG (4.96%), VMBS (3.47%). Among its top 25 positions this quarter: 1 new, 3 added, 21 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $23.7M | 5.02% | 34,660 | Trimmed |
| 2 | AGG | ISHARES TR | $23.4M | 4.96% | 234,552 | Trimmed |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS | $16.4M | 3.47% | 347,920 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $16.4M | 3.46% | 87,461 | Trimmed |
| 5 | IXUS | ISHARES TR | $16.0M | 3.38% | 188,484 | Trimmed |
| 6 | XLK | SELECT SECTOR SPDR TR | $15.5M | 3.29% | 107,866 | Added |
| 7 | BIV | VANGUARD BD INDEX FDS | $14.6M | 3.08% | 186,865 | Trimmed |
| 8 | MUB | ISHARES TR | $14.1M | 2.98% | 131,357 | Trimmed |
| 9 | CGMU | CAPITAL GRP FIXED INCM ETF T | $13.1M | 2.78% | 479,150 | Trimmed |
| 10 | ISTB | ISHARES TR | $13.1M | 2.76% | 267,939 | Trimmed |
| 11 | AAPL | APPLE INC | $12.6M | 2.68% | 46,516 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $11.6M | 2.46% | 37,104 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $8.9M | 1.89% | 18,471 | Trimmed |
| 14 | ISRG | INTUITIVE SURGICAL INC | $8.5M | 1.79% | 14,979 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO. | $8.4M | 1.78% | 26,141 | Trimmed |
| 16 | META | META PLATFORMS INC | $8.0M | 1.68% | 12,054 | Trimmed |
| 17 | XLE | SELECT SECTOR SPDR TR | $7.9M | 1.67% | 176,410 | Added |
| 18 | IGIB | ISHARES TR | $7.7M | 1.62% | 142,102 | Trimmed |
| 19 | XLV | SELECT SECTOR SPDR TR | $7.4M | 1.57% | 47,997 | Trimmed |
| 20 | XLP | SELECT SECTOR SPDR TR | $6.9M | 1.46% | 88,515 | Trimmed |
| 21 | BKNG | BOOKING HOLDINGS INC | $6.6M | 1.40% | 1,238 | Trimmed |
| 22 | HYMB | SPDR SERIES TRUST | $6.2M | 1.31% | 247,535 | Trimmed |
| 23 | AVGO | BROADCOM INC | $6.0M | 1.27% | 17,342 | Trimmed |
| 24 | SCHP | SCHWAB STRATEGIC TR | $6.0M | 1.26% | 225,583 | New |
| 25 | ICE | INTERCONTINENTAL EXCHANGE IN | $5.9M | 1.24% | 36,403 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR