CAPITAL INSIGHT PARTNERS, LLC Q1 2025 Filing

Filed April 30, 2025

Portfolio Value

$573.1M

Holdings

158

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (158 positions)

#StockSharesValue% PortfolioType
1
AGGISHARES TR
302,257$29.9M5.22%
2
MUBISHARES TR
267,736$28.2M4.93%
3
NEOS ETF TRUST
987,391$28.1M4.89%
4
IVVISHARES TR
31,646$17.8M3.10%
5
VMBSVANGUARD SCOTTSDALE FDS
378,170$17.5M3.06%
6
BIVVANGUARD BD INDEX FDS
211,557$16.2M2.83%
7
ISTBISHARES TR
320,726$15.5M2.71%
8
AAPLAPPLE INC
60,127$13.4M2.33%
9
EMBISHARES TR
144,625$13.1M2.29%
10
XLESELECT SECTOR SPDR TR
121,673$11.4M1.98%
11
XLKSELECT SECTOR SPDR TR
52,654$10.9M1.90%
12
IGIBISHARES TR
200,460$10.5M1.84%
13
XLVSELECT SECTOR SPDR TR
65,265$9.5M1.66%
14
XLFISELECT SECTOR SPDR TR
116,220$9.5M1.66%
15
ISRGINTUITIVE SURGICAL INC
17,992$8.9M1.55%
16
METAMETA PLATFORMS INC
15,078$8.7M1.52%
17
JPMJPMORGAN CHASE & CO.
32,750$8.0M1.40%
18
MSFTMICROSOFT CORP
20,857$7.8M1.37%
19
BKNGBOOKING HOLDINGS INC
1,671$7.7M1.34%
20
CASYCASEYS GEN STORES INC
17,637$7.7M1.34%
21
ICEINTERCONTINENTAL EXCHANGE IN
42,708$7.4M1.29%
22
IXUSISHARES TR
103,804$7.2M1.26%
23
NVDANVIDIA CORPORATION
65,804$7.1M1.24%
24
GOOGLALPHABET INC
45,609$7.1M1.23%
25
SPSBSPDR SER TR
230,741$6.9M1.21%
26
HYMBSPDR SER TR
275,088$6.9M1.21%
27
MAMASTERCARD INCORPORATED
12,643$6.9M1.21%
28
CHECHEMED CORP NEW
10,554$6.5M1.13%
29
RSGREPUBLIC SVCS INC
25,518$6.2M1.08%
30
PGRPROGRESSIVE CORP
21,623$6.1M1.07%
31
AMZNAMAZON COM INC
31,602$6.0M1.05%
32
CHKPCHECK POINT SOFTWARE TECH LT
25,443$5.8M1.01%
33
ORCLORACLE CORP
40,205$5.6M0.98%
34
XLBSELECT SECTOR SPDR TR
65,232$5.6M0.98%
35
HONHONEYWELL INTL INC
26,323$5.6M0.97%
36
VOVANGUARD INDEX FDS
21,525$5.6M0.97%
37
XLUSELECT SECTOR SPDR TR
70,496$5.6M0.97%
38
XLRESELECT SECTOR SPDR TR
117,179$4.9M0.86%
39
BACBANK AMERICA CORP
117,033$4.9M0.85%
40
UNHUNITEDHEALTH GROUP INC
9,289$4.9M0.85%
41
IGFISHARES TR
83,047$4.5M0.79%
42
TSTENARIS S A
115,062$4.5M0.79%
43
HDHOME DEPOT INC
12,203$4.5M0.78%
44
ODFLOLD DOMINION FREIGHT LINE IN
26,709$4.4M0.77%
45
LOGILOGITECH INTL S A
51,317$4.3M0.76%
46
EWEDWARDS LIFESCIENCES CORP
57,415$4.2M0.73%
47
FDSFACTSET RESH SYS INC
8,935$4.1M0.71%
48
COSTCOSTCO WHSL CORP NEW
4,202$4.0M0.69%
49
NVONOVO-NORDISK A S
55,307$3.8M0.67%
50
XLYSELECT SECTOR SPDR TR
18,985$3.7M0.65%
51
VTIVANGUARD INDEX FDS
12,748$3.5M0.61%
52
RELXRELX PLC
69,373$3.5M0.61%
53
NVSNNOVARTIS AG
30,832$3.4M0.60%
54
TJXTJX COS INC NEW
28,125$3.4M0.60%
55
SPYSPDR S&P 500 ETF TR
6,117$3.4M0.60%
56
VVVVALVOLINE INC
94,161$3.3M0.57%
57
NFLXNETFLIX INC
3,511$3.3M0.57%
58
ASMLASML HOLDING N V
4,889$3.2M0.57%
59
XLCSELECT SECTOR SPDR TR
33,458$3.2M0.56%
60
NDSNNORDSON CORP
15,795$3.2M0.56%
61
CPCANADIAN PACIFIC KANSAS CITY
40,700$2.9M0.50%
62
MANHMANHATTAN ASSOCIATES INC
16,359$2.8M0.49%
63
SCHASCHWAB STRATEGIC TR
113,653$2.7M0.46%
64
LVLNSPDR SER TR
46,075$2.6M0.46%
65
ULUNILEVER PLC
43,511$2.6M0.45%
66
VXUSVANGUARD STAR FDS
40,827$2.5M0.44%
67
TREXTREX CO INC
42,837$2.5M0.43%
68
TMTOYOTA MOTOR CORP
13,392$2.4M0.41%
69
PANWPALO ALTO NETWORKS INC
13,335$2.3M0.40%
70
FCNFTI CONSULTING INC
13,720$2.3M0.39%
71
IBBISHARES TR
16,229$2.1M0.36%
72
GFLGFL ENVIRONMENTAL INC
41,185$2.0M0.35%
73
VVISA INC
5,322$1.9M0.33%
74
TSCOTRACTOR SUPPLY CO
33,373$1.8M0.32%
75
BNDVANGUARD BD INDEX FDS
23,316$1.7M0.30%
76
XLISELECT SECTOR SPDR TR
12,353$1.6M0.28%
77
IGSBISHARES TR
30,558$1.6M0.28%
78
GNTXGENTEX CORP
66,175$1.5M0.27%
79
TOLTOLL BROTHERS INC
14,373$1.5M0.26%
80
AOAISHARES TR
19,259$1.5M0.26%
81
HCAHCA HEALTHCARE INC
3,878$1.3M0.23%
82
VTEBVANGUARD MUN BD FDS
26,649$1.3M0.23%
83
GPKGRAPHIC PACKAGING HLDG CO
50,690$1.3M0.23%
84
NOWSERVICENOW INC
1,634$1.3M0.23%
85
AORISHARES TR
20,958$1.2M0.21%
86
EQHEQUITABLE HLDGS INC
22,078$1.1M0.20%
87
AFLAFLAC INC
9,659$1.1M0.19%
88
ORLYO'REILLY AUTOMOTIVE INC
745$1.1M0.19%
89
AVGOBROADCOM INC
6,319$1.1M0.18%
90
OGM1COGENT COMMUNICATIONS HLDGS
16,848$1.0M0.18%
91
XLFSELECT SECTOR SPDR TR
20,189$1.0M0.18%
92
ACGLARCH CAP GROUP LTD
10,000$961K0.17%
93
VCSHVANGUARD SCOTTSDALE FDS
12,133$957K0.17%
94
BSVVANGUARD BD INDEX FDS
12,088$946K0.17%
95
GKDGRAND CANYON ED INC
5,404$935K0.16%
96
ABGCENCORA INC
3,460$917K0.16%
97
ZTSZOETIS INC
5,538$911K0.16%
98
CPAYCORPAY INC
2,607$909K0.16%
99
URIUNITED RENTALS INC
1,437$900K0.16%
100
SCHZSCHWAB STRATEGIC TR
38,097$882K0.15%
Page 1 of 2Next