Institutions / Capital Insight Partners, LLC

Capital Insight Partners, LLC

CIK 1664385 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$472.55M
Positions
134
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
iShares Trโ€”$23.74M34,6605.0%
iShares Trโ€”$23.43M234,5525.0%
Vanguard Scottsdale Fdsโ€”$16.38M347,9203.5%
NVIDIA Corpโ€”$16.37M87,4613.5%
iShares MSCI UAE ETFโ€”$15.95M188,4843.4%
Select Sector SPDR Trโ€”$15.53M107,8663.3%
Vanguard Bd Index Fdsโ€”$14.55M186,8653.1%
iShares Trโ€”$14.07M131,3573.0%
Capital Grp Fixed Incm ETF Tโ€”$13.12M479,1502.8%
iShares Trโ€”$13.06M267,9392.8%
Apple Inc.โ€”$12.65M46,5162.7%
Alphabet Inc.โ€”$11.61M37,1042.5%
Microsoft Corpโ€”$8.93M18,4711.9%
Intuitive Surgical Incโ€”$8.47M14,9791.8%
JPMorgan Chase & Coโ€”$8.42M26,1411.8%
Meta Platforms Incโ€”$7.96M12,0541.7%
Select Sector SPDR Trโ€”$7.89M176,4101.7%
iShares Trโ€”$7.66M142,1021.6%
Select Sector SPDR Trโ€”$7.43M47,9971.6%
Select Sector SPDR Trโ€”$6.88M88,5151.5%
Booking Holdings Incโ€”$6.63M1,2381.4%
SPDR Series Trustโ€”$6.17M247,5351.3%
Broadcom Inc.โ€”$6.01M17,3421.3%
Schwab Strategic Trโ€”$5.98M225,5831.3%
Intercontinental Exchange, Inc.โ€”$5.88M36,4031.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.