CAPITAL INSIGHT PARTNERS, LLC Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$604.0M
Holdings
163
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (163 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —NEOS ETF TRUST | 963,550 | $30.2M | 5.00% | |
| 2 | AGGISHARES TR | 266,873 | $26.8M | 4.43% | |
| 3 | IVVISHARES TR | 37,600 | $25.2M | 4.17% | |
| 4 | NVDANVIDIA CORPORATION | 98,499 | $18.4M | 3.04% | |
| 5 | XLKSELECT SECTOR SPDR TR | 59,662 | $16.8M | 2.78% | |
| 6 | IXUSISHARES TR | 195,962 | $16.2M | 2.68% | |
| 7 | VMBSVANGUARD SCOTTSDALE FDS | 336,727 | $15.8M | 2.62% | |
| 8 | MUBISHARES TR | 147,836 | $15.7M | 2.61% | |
| 9 | BIVVANGUARD BD INDEX FDS | 193,714 | $15.1M | 2.50% | |
| 10 | AAPLAPPLE INC | 57,741 | $14.7M | 2.43% | |
| 11 | ISTBISHARES TR | 294,464 | $14.4M | 2.38% | |
| 12 | CGMUCAPITAL GRP FIXED INCM ETF T | 505,762 | $13.8M | 2.28% | |
| 13 | EMBISHARES TR | 129,435 | $12.3M | 2.04% | |
| 14 | MSFTMICROSOFT CORP | 21,250 | $11.0M | 1.82% | |
| 15 | GOOGLALPHABET INC | 45,043 | $10.9M | 1.81% | |
| 16 | METAMETA PLATFORMS INC | 13,746 | $10.1M | 1.67% | |
| 17 | JPMJPMORGAN CHASE & CO. | 30,424 | $9.6M | 1.59% | |
| 18 | XLESELECT SECTOR SPDR TR | 106,894 | $9.5M | 1.58% | |
| 19 | CASYCASEYS GEN STORES INC | 16,571 | $9.4M | 1.55% | |
| 20 | ORCLORACLE CORP | 32,161 | $9.0M | 1.50% | |
| 21 | IGIBISHARES TR | 164,465 | $8.9M | 1.47% | |
| 22 | XLFISELECT SECTOR SPDR TR | 106,520 | $8.3M | 1.38% | |
| 23 | BKNGBOOKING HOLDINGS INC | 1,492 | $8.1M | 1.33% | |
| 24 | XLVSELECT SECTOR SPDR TR | 56,191 | $7.8M | 1.29% | |
| 25 | ISRGINTUITIVE SURGICAL INC | 17,298 | $7.7M | 1.28% | |
| 26 | HYMBSPDR SERIES TRUST | 276,142 | $6.9M | 1.14% | |
| 27 | ICEINTERCONTINENTAL EXCHANGE IN | 40,854 | $6.9M | 1.14% | |
| 28 | AMZNAMAZON COM INC | 30,514 | $6.7M | 1.11% | |
| 29 | MAMASTERCARD INCORPORATED | 11,147 | $6.3M | 1.05% | |
| 30 | XLUSELECT SECTOR SPDR TR | 68,421 | $6.0M | 0.99% | |
| 31 | IEFISHARES TR | 61,307 | $5.9M | 0.98% | |
| 32 | AVGOBROADCOM INC | 17,729 | $5.8M | 0.97% | |
| 33 | RSGREPUBLIC SVCS INC | 25,010 | $5.7M | 0.95% | |
| 34 | VOVANGUARD INDEX FDS | 19,056 | $5.6M | 0.93% | |
| 35 | BACBANK AMERICA CORP | 103,419 | $5.3M | 0.88% | |
| 36 | XLBSELECT SECTOR SPDR TR | 58,870 | $5.3M | 0.87% | |
| 37 | SHLDGLOBAL X FDS | 72,303 | $5.1M | 0.84% | |
| 38 | XLCSELECT SECTOR SPDR TR | 42,657 | $5.0M | 0.84% | |
| 39 | CHKPCHECK POINT SOFTWARE TECH LT | 23,850 | $4.9M | 0.82% | |
| 40 | XLYSELECT SECTOR SPDR TR | 20,278 | $4.9M | 0.80% | |
| 41 | IGFISHARES TR | 76,541 | $4.7M | 0.77% | |
| 42 | HDHOME DEPOT INC | 11,330 | $4.6M | 0.76% | |
| 43 | FIXCOMFORT SYS USA INC | 5,426 | $4.5M | 0.74% | |
| 44 | PGRPROGRESSIVE CORP | 17,763 | $4.4M | 0.73% | |
| 45 | ASMLASML HOLDING N V | 4,492 | $4.3M | 0.72% | |
| 46 | XLRESELECT SECTOR SPDR TR | 102,414 | $4.3M | 0.71% | |
| 47 | HONHONEYWELL INTL INC | 20,082 | $4.2M | 0.70% | |
| 48 | VTIVANGUARD INDEX FDS | 12,399 | $4.1M | 0.67% | |
| 49 | SPYSPDR S&P 500 ETF TR | 6,104 | $4.1M | 0.67% | |
| 50 | NFLXNETFLIX INC | 3,306 | $4.0M | 0.66% | |
| 51 | TJXTJX COS INC NEW | 26,998 | $3.9M | 0.65% | |
| 52 | LOGILOGITECH INTL S A | 35,094 | $3.8M | 0.64% | |
| 53 | COSTCOSTCO WHSL CORP NEW | 4,086 | $3.8M | 0.63% | |
| 54 | NVSNNOVARTIS AG | 28,348 | $3.6M | 0.60% | |
| 55 | MANHMANHATTAN ASSOCIATES INC | 16,334 | $3.3M | 0.55% | |
| 56 | CHECHEMED CORP NEW | 7,220 | $3.2M | 0.54% | |
| 57 | ODFLOLD DOMINION FREIGHT LINE IN | 22,325 | $3.1M | 0.52% | |
| 58 | RELXRELX PLC | 65,249 | $3.1M | 0.52% | |
| 59 | EWEDWARDS LIFESCIENCES CORP | 39,076 | $3.0M | 0.50% | |
| 60 | ORLYOREILLY AUTOMOTIVE INC | 27,786 | $3.0M | 0.50% | |
| 61 | VXUSVANGUARD STAR FDS | 39,920 | $2.9M | 0.49% | |
| 62 | UNHUNITEDHEALTH GROUP INC | 8,138 | $2.8M | 0.47% | |
| 63 | LVLNSPDR SERIES TRUST | 43,621 | $2.8M | 0.46% | |
| 64 | PANWPALO ALTO NETWORKS INC | 13,251 | $2.7M | 0.45% | |
| 65 | WMTWALMART INC | 24,390 | $2.5M | 0.42% | |
| 66 | NVONOVO-NORDISK A S | 44,357 | $2.5M | 0.41% | |
| 67 | USMVISHARES TR | 25,005 | $2.4M | 0.39% | |
| 68 | SCHASCHWAB STRATEGIC TR | 75,141 | $2.1M | 0.35% | |
| 69 | IBBISHARES TR | 14,112 | $2.0M | 0.34% | |
| 70 | TOLTOLL BROTHERS INC | 14,581 | $2.0M | 0.33% | |
| 71 | XLISELECT SECTOR SPDR TR | 12,887 | $2.0M | 0.33% | |
| 72 | GFLGFL ENVIRONMENTAL INC | 40,792 | $1.9M | 0.32% | |
| 73 | TSCOTRACTOR SUPPLY CO | 32,870 | $1.9M | 0.31% | |
| 74 | BNDVANGUARD BD INDEX FDS | 23,330 | $1.7M | 0.29% | |
| 75 | AOAISHARES TR | 19,625 | $1.7M | 0.29% | |
| 76 | VVISA INC | 5,051 | $1.7M | 0.29% | |
| 77 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,894 | $1.6M | 0.27% | |
| 78 | FDSFACTSET RESH SYS INC | 5,742 | $1.6M | 0.27% | |
| 79 | HCAHCA HEALTHCARE INC | 3,848 | $1.6M | 0.27% | |
| 80 | NOWSERVICENOW INC | 1,693 | $1.6M | 0.26% | |
| 81 | URIUNITED RENTALS INC | 1,526 | $1.5M | 0.24% | |
| 82 | AORISHARES TR | 21,129 | $1.4M | 0.23% | |
| 83 | GOOGALPHABET INC | 5,548 | $1.4M | 0.22% | |
| 84 | GKDGRAND CANYON ED INC | 5,412 | $1.2M | 0.20% | |
| 85 | IGSBISHARES TR | 21,261 | $1.1M | 0.19% | |
| 86 | TIMBTIM SA/BRAZIL | 50,000 | $1.1M | 0.18% | |
| 87 | EQHEQUITABLE HLDGS INC | 21,902 | $1.1M | 0.18% | |
| 88 | XLFSELECT SECTOR SPDR TR | 20,167 | $1.1M | 0.18% | |
| 89 | AFLAFLAC INC | 9,474 | $1.1M | 0.18% | |
| 90 | NTAPNETAPP INC | 8,556 | $1.0M | 0.17% | |
| 91 | VVVVALVOLINE INC | 27,683 | $994K | 0.16% | |
| 92 | GQ9SPDR GOLD TR | 2,788 | $991K | 0.16% | |
| 93 | GPKGRAPHIC PACKAGING HLDG CO | 50,290 | $984K | 0.16% | |
| 94 | CMFISHARES TR | 17,074 | $973K | 0.16% | |
| 95 | AEPAMERICAN ELEC PWR CO INC | 8,494 | $955K | 0.16% | |
| 96 | ACGLARCH CAP GROUP LTD | 10,219 | $927K | 0.15% | |
| 97 | SMFGSUMITOMO MITSUI FINL GROUP I | 53,485 | $895K | 0.15% | |
| 98 | SCHCSCHWAB STRATEGIC TR | 19,547 | $889K | 0.15% | |
| 99 | CATCATERPILLAR INC | 1,854 | $884K | 0.15% | |
| 100 | LENLENNAR CORP | 6,970 | $878K | 0.15% |
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