CAPITAL INSIGHT PARTNERS, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$472.0M

Holdings

134

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (134 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
34,660$23.0M4.87%
2
AGGISHARES TR
234,552$23.0M4.87%
3
VMBSVANGUARD SCOTTSDALE FDS
347,920$16.0M3.39%
4
NVDANVIDIA CORPORATION
87,461$16.0M3.39%
5
XLKSELECT SECTOR SPDR TR
107,866$15.0M3.18%
6
IXUSISHARES TR
188,484$15.0M3.18%
7
BIVVANGUARD BD INDEX FDS
186,865$14.0M2.97%
8
MUBISHARES TR
131,357$14.0M2.97%
9
ISTBISHARES TR
267,939$13.0M2.75%
10
CGMUCAPITAL GRP FIXED INCM ETF T
479,150$13.0M2.75%
11
AAPLAPPLE INC
46,516$12.0M2.54%
12
GOOGLALPHABET INC
37,104$11.0M2.33%
13
MSFTMICROSOFT CORP
18,471$8.0M1.69%
14
ISRGINTUITIVE SURGICAL INC
14,979$8.0M1.69%
15
JPMJPMORGAN CHASE & CO.
26,141$8.0M1.69%
16
IGIBISHARES TR
142,102$7.0M1.48%
17
METAMETA PLATFORMS INC
12,054$7.0M1.48%
18
XLVSELECT SECTOR SPDR TR
47,997$7.0M1.48%
19
XLESELECT SECTOR SPDR TR
176,410$7.0M1.48%
20
XLFISELECT SECTOR SPDR TR
88,515$6.0M1.27%
21
BKNGBOOKING HOLDINGS INC
1,238$6.0M1.27%
22
AVGOBROADCOM INC
17,342$6.0M1.27%
23
HYMBSPDR SERIES TRUST
247,535$6.0M1.27%
24
CASYCASEYS GEN STORES INC
9,956$5.0M1.06%
25
ICEINTERCONTINENTAL EXCHANGE IN
36,403$5.0M1.06%
26
MAMASTERCARD INCORPORATED
9,212$5.0M1.06%
27
SCHPSCHWAB STRATEGIC TR
225,583$5.0M1.06%
28
ORCLORACLE CORP
27,201$5.0M1.06%
29
VOVANGUARD INDEX FDS
17,337$5.0M1.06%
30
IEFISHARES TR
54,845$5.0M1.06%
31
AMZNAMAZON COM INC
24,843$5.0M1.06%
32
XLBSELECT SECTOR SPDR TR
102,709$4.0M0.85%
33
XLUSELECT SECTOR SPDR TR
114,733$4.0M0.85%
34
VTIVANGUARD INDEX FDS
12,290$4.0M0.85%
35
XLYSELECT SECTOR SPDR TR
35,459$4.0M0.85%
36
XLCSELECT SECTOR SPDR TR
36,471$4.0M0.85%
37
BACBANK AMERICA CORP
87,033$4.0M0.85%
38
XLRESELECT SECTOR SPDR TR
83,352$3.0M0.64%
39
HONHONEYWELL INTL INC
17,170$3.0M0.64%
40
FIXCOMFORT SYS USA INC
3,311$3.0M0.64%
41
ASMLASML HOLDING N V
3,628$3.0M0.64%
42
PGRPROGRESSIVE CORP
14,763$3.0M0.64%
43
CHKPCHECK POINT SOFTWARE TECH LT
19,768$3.0M0.64%
44
NVSNNOVARTIS AG
23,985$3.0M0.64%
45
HDHOME DEPOT INC
9,590$3.0M0.64%
46
TJXTJX COS INC NEW
22,858$3.0M0.64%
47
RSGREPUBLIC SVCS INC
17,736$3.0M0.64%
48
COSTCOSTCO WHSL CORP NEW
3,557$3.0M0.64%
49
SHLDGLOBAL X FDS
61,594$3.0M0.64%
50
IGFISHARES TR
64,224$3.0M0.64%
51
LVLNSPDR SERIES TRUST
35,590$2.0M0.42%
52
LOGILOGITECH INTL S A
28,051$2.0M0.42%
53
SPYSPDR S&P 500 ETF TR
4,290$2.0M0.42%
54
VXUSVANGUARD STAR FDS
37,325$2.0M0.42%
55
UNHUNITEDHEALTH GROUP INC
6,645$2.0M0.42%
56
NFLXNETFLIX INC
28,397$2.0M0.42%
57
ODFLOLD DOMINION FREIGHT LINE IN
14,698$2.0M0.42%
58
ORLYOREILLY AUTOMOTIVE INC
25,492$2.0M0.42%
59
WMTWALMART INC
20,763$2.0M0.42%
60
RELXRELX PLC
55,894$2.0M0.42%
61
FDSFACTSET RESH SYS INC
3,904$1.0M0.21%
62
XLFSELECT SECTOR SPDR TR
19,532$1.0M0.21%
63
AORISHARES TR
21,041$1.0M0.21%
64
SCHASCHWAB STRATEGIC TR
64,376$1.0M0.21%
65
GFLGFL ENVIRONMENTAL INC
39,034$1.0M0.21%
66
TIMBTIM S A
66,596$1.0M0.21%
67
VVISA INC
4,826$1.0M0.21%
68
SYKSTRYKER CORPORATION
5,082$1.0M0.21%
69
GQ9SPDR GOLD TR
3,031$1.0M0.21%
70
USMVISHARES TR
20,602$1.0M0.21%
71
MANHMANHATTAN ASSOCIATES INC
10,973$1.0M0.21%
72
AOAISHARES TR
20,322$1.0M0.21%
73
IBBISHARES TR
11,411$1.0M0.21%
74
AFLAFLAC INC
9,272$1.0M0.21%
75
HCAHCA HEALTHCARE INC
3,730$1.0M0.21%
76
SMFGSUMITOMO MITSUI FINL GROUP I
53,007$1.0M0.21%
77
GOOGALPHABET INC
4,558$1.0M0.21%
78
EWEDWARDS LIFESCIENCES CORP
13,873$1.0M0.21%
79
XLISELECT SECTOR SPDR TR
12,236$1.0M0.21%
80
IGSBISHARES TR
20,635$1.0M0.21%
81
LLYELI LILLY & CO
1,177$1.0M0.21%
82
BNDVANGUARD BD INDEX FDS
23,072$1.0M0.21%
83
NOWSERVICENOW INC
8,405$1.0M0.21%
84
EQHEQUITABLE HLDGS INC
21,296$1.0M0.21%
85
VUGVANGUARD INDEX FDS
673$00.00%
86
OWLBLUE OWL CAPITAL INC
28,641$00.00%
87
EMBISHARES TR
2,145$00.00%
88
TTDTHE TRADE DESK INC
8,721$00.00%
89
SCHBSCHWAB STRATEGIC TR
13,218$00.00%
90
TSLATESLA INC
934$00.00%
91
DGXQUEST DIAGNOSTICS INC
2,168$00.00%
92
GKDGRAND CANYON ED INC
5,182$00.00%
93
WFCWELLS FARGO CO NEW
2,359$00.00%
94
VDEVANGUARD WORLD FD
3,058$00.00%
95
ABTABBOTT LABS
1,753$00.00%
96
SCHCSCHWAB STRATEGIC TR
14,709$00.00%
97
MCDMCDONALDS CORP
1,751$00.00%
98
ETNEATON CORP PLC
651$00.00%
99
SCHGSCHWAB STRATEGIC TR
20,262$00.00%
100
NTAPNETAPP INC
8,313$00.00%
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