Capital Insight Partners, LLC 13F Holdings (1 Positions, Q1 2026)

Sold out IVV
Sold out AGG
Sold out VMBS
Sold out NVDA
Sold out IXUS
Sold out XLK

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

Download CSV Download Excel

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology Inc	Stock-Other	—	—	—

Note: Data on this page is curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, dedicated to providing accurate insider trading and institutional portfolio reports. Please credit the source when reposting.

Portfolio Performance

Performance for Q3 2026

—

Performance Last 4 Quarters

+10.6%

Stdev: +9.6%
Beta: +0.68
Alpha: -2.7%
Max Drawdown: -5.6%
Annualized Perf: +11.9%
Batting Avg vs S&P: +33.3%
Sortino: +2.23
Stutzer: +0.36
Treynor: +0.17
Sterling: +0.81
Calmar: +2.11
Information Ratio: -1.82
Tracking Error: +5.2%
Stdev Down: +5.2%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +22.3%
Worst 12 Months: +2.9%
Efficiency Ratio: +0.45
Sharpe: +1.22
Stdev Sectors: —
Skewness: -0.15
Kurtosis: -0.36
Upside Potential: +3.89

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q1	1	—	100
2025 Q4	134	$472.5M	29	1IVV 2AGG 3VMBS Top holdings2025 Q4 1.IVV 2.AGG 3.VMBS 4.NVDA 5.IXUS 6.XLK 7.BIV 8.MUB 9.CGMU 10.ISTB
2025 Q3	163	$604.0M	34	178433H2AGG 3IVV Top holdings2025 Q3 1.78433H 2.AGG 3.IVV 4.NVDA 5.XLK 6.IXUS 7.VMBS 8.MUB 9.BIV 10.AAPL
2025 Q2	162	$575.4M	0	178433H2MUB 3AGG Top holdings2025 Q2 1.78433H 2.MUB 3.AGG 4.IVV 5.VMBS 6.BIV 7.ISTB 8.NVDA 9.XLK 10.AAPL
2025 Q1	158	$573.1M	100	1AGG 2MUB378433H Top holdings2025 Q1 1.AGG 2.MUB 3.78433H 4.IVV 5.VMBS 6.BIV 7.ISTB 8.AAPL 9.EMB 10.XLE
2024 Q4	156	$578.5M	0	1AGG278433H3MUB Top holdings2024 Q4 1.AGG 2.78433H 3.MUB 4.IVV 5.VMBS 6.BIV 7.ISTB 8.AAPL 9.EMB 10.IGIB
2024 Q3	157	$571.3M	0	1AGG278433H3MUB Top holdings2024 Q3 1.AGG 2.78433H 3.MUB 4.IVV 5.BIV 6.VMBS 7.ISTB 8.AAPL 9.EMB 10.IGIB
2024 Q2	157	$529.9M	0	1AGG278433H3MUB Top holdings2024 Q2 1.AGG 2.78433H 3.MUB 4.BIV 5.IVV 6.ISTB 7.AAPL 8.XLE 9.XLV 10.IGIB
2024 Q1	162	$535.2M	0	1AGG278433H3MUB Top holdings2024 Q1 1.AGG 2.78433H 3.MUB 4.BIV 5.IVV 6.ISTB 7.EBND 8.AAPL 9.XLE 10.IGIB
2023 Q4	161	$488.9M	0	1AGG278433H3MUB Top holdings2023 Q4 1.AGG 2.78433H 3.MUB 4.BIV 5.ISTB 6.IVV 7.AAPL 8.EBND 9.IGIB 10.SCHC
2023 Q3	161	$440.2M	0	1AGG 2MUB378433H Top holdings2023 Q3 1.AGG 2.MUB 3.78433H 4.BIV 5.ISTB 6.IVV 7.AAPL 8.EBND 9.XLE 10.IGIB
2023 Q2	171	$447.0M	0	1AGG278433H3MUB Top holdings2023 Q2 1.AGG 2.78433H 3.MUB 4.BIV 5.ISTB 6.IVV 7.AAPL 8.EBND 9.IGIB 10.SCHC
2023 Q1	163	$425.4M	0	1AGG 2ISTB378433H Top holdings2023 Q1 1.AGG 2.ISTB 3.78433H 4.MUB 5.IVV 6.BSV 7.AAPL 8.SUB 9.EBND 10.IGIB
2022 Q4	157	$385.6M	0	1ISTB278433H3MUB Top holdings2022 Q4 1.ISTB 2.78433H 3.MUB 4.IGSB 5.AGG 6.IVV 7.BSV 8.SUB 9.AAPL 10.XLE
2022 Q3	143	$371.1M	0	1ISTB278433H3MUB Top holdings2022 Q3 1.ISTB 2.78433H 3.MUB 4.AGG 5.IGSB 6.BSV 7.IVV 8.AAPL 9.SUB 10.XLRE
2022 Q2	153	$428.3M	0	1ISTB278433H3MUB Top holdings2022 Q2 1.ISTB 2.78433H 3.MUB 4.AGG 5.IGSB 6.BSV 7.IVV 8.AAPL 9.XLRE 10.SCHC
2022 Q1	164	$490.2M	0	1ISTB278433H3IGIB Top holdings2022 Q1 1.ISTB 2.78433H 3.IGIB 4.IGSB 5.AGG 6.AAPL 7.MUB 8.IVV 9.XLK 10.XLRE
2021 Q4	152	$491.3M	0	1ISTB 2IGIB 3IGSB Top holdings2021 Q4 1.ISTB 2.IGIB 3.IGSB 4.AGG 5.IVV 6.MUB 7.AAPL 8.XLK 9.SCHC 10.GOOGL
2021 Q3	151	$460.1M	0	1ISTB 2IGIB 3IGSB Top holdings2021 Q3 1.ISTB 2.IGIB 3.IGSB 4.AGG 5.IVV 6.MUB 7.AAPL 8.XLK 9.SCHC 10.GOOGL
2021 Q2	150	$442.7M	96	1ISTB 2IGIB 3IGSB Top holdings2021 Q2 1.ISTB 2.IGIB 3.IGSB 4.IVV 5.AGG 6.AAPL 7.MUB 8.XLK 9.BND 10.BSV
2021 Q1	144	$411.6M	19	1ISTB 2IGIB 3IGSB Top holdings2021 Q1 1.ISTB 2.IGIB 3.IGSB 4.IVV 5.AGG 6.XLK 7.AAPL 8.MUB 9.BND 10.BSV
2020 Q4	143	$397.4M	13	1ISTB 2AGG 3LQD Top holdings2020 Q4 1.ISTB 2.AGG 3.LQD 4.AAPL 5.BSV 6.XLK 7.MUB 8.IVV 9.VCSH 10.BND
2020 Q3	139	$355.7M	15	1ISTB 2AGG 3LQD Top holdings2020 Q3 1.ISTB 2.AGG 3.LQD 4.AAPL 5.MUB 6.XLK 7.IVV 8.BND 9.BSV 10.VCSH
2020 Q2	140	$317.0M	53	1ISTB 2AGG 3LQD Top holdings2020 Q2 1.ISTB 2.AGG 3.LQD 4.AAPL 5.MUB 6.IGSB 7.IVV 8.SCHH 9.XLK 10.GOOGL
2020 Q1	92	$189.3M	32	1ISTB 2AGG 3LQD Top holdings2020 Q1 1.ISTB 2.AGG 3.LQD 4.MUB 5.SCHH 6.IVV 7.IGSB 8.SCHC 9.AAPL 10.MSFT
2019 Q4	94	$217.7M	100	1ISTB 2AGG 3MUB Top holdings2019 Q4 1.ISTB 2.AGG 3.MUB 4.LQD 5.VNQ 6.IVV 7.IGSB 8.VSS 9.IGF 10.VNQI
2019 Q3	79	$114.5M	16	157636q2AAPL 3MSFT Top holdings2019 Q3 1.57636q 2.AAPL 3.MSFT 4.02079k 5.BAC 6.867914 7.y002a1 8.FIS 9.HON 10.BKNG
2019 Q2	76	$115.1M	14	157636q2y002a13MSFT Top holdings2019 Q2 1.57636q 2.y002a1 3.MSFT 4.AAPL 5.BAC 6.HON 7.WP 8.02079k 9.JNJ 10.BKNG
2019 Q1	76	$110.7M	24	157636q2MSFT3y002a1 Top holdings2019 Q1 1.57636q 2.MSFT 3.y002a1 4.02079k 5.HON 6.AAPL 7.WP 8.BAC 9.JNJ 10.31428x
2018 Q4	77	$96.9M	20	157636q2y002a13g32655 Top holdings2018 Q4 1.57636q 2.y002a1 3.g32655 4.MSFT 5.02079k 6.BAC 7.HON 8.JNJ 9.BKNG 10.AAPL
2018 Q3	77	$113.7M	100	157636q2y002a13g32655 Top holdings2018 Q3 1.57636q 2.y002a1 3.g32655 4.MSFT 5.AAPL 6.HON 7.02079k 8.BAC 9.31428x 10.BKNG
2018 Q2	76	$121.6M	14	1MA 2BAC3Y002A1 Top holdings2018 Q2 1.MA 2.BAC 3.Y002A1 4.G32655 5.PFE 6.GOOGL 7.FDX 8.AAPL 9.BKNG 10.MSFT
2018 Q1	78	$122.7M	25	1BAC 2MA3Y002A1 Top holdings2018 Q1 1.BAC 2.MA 3.Y002A1 4.PFE 5.FDX 6.G32655 7.XOM 8.BKNG 9.HON 10.GOOGL
2017 Q4	81	$127.8M	19	1BAC2Y002A13XOM Top holdings2017 Q4 1.BAC 2.Y002A1 3.XOM 4.FDX 5.PFE 6.MA 7.G32655 8.HON 9.GOOGL 10.JNJ
2017 Q3	77	$118.4M	21	1BAC 2XOM 3PFE Top holdings2017 Q3 1.BAC 2.XOM 3.PFE 4.Y002A1 5.MA 6.FDX 7.HON 8.G32655 9.GOOGL 10.BKNG
2017 Q2	75	$112.7M	11	1JNJ 2BAC3Y002A1 Top holdings2017 Q2 1.JNJ 2.BAC 3.Y002A1 4.XOM 5.PFE 6.FDX 7.G32655 8.BKNG 9.HON 10.ORCL
2017 Q1	73	$110.4M	27	1JNJ 2BAC 3XOM Top holdings2017 Q1 1.JNJ 2.BAC 3.XOM 4.PFE 5.G32655 6.Y002A1 7.FDX 8.AEP 9.BKNG 10.MA
2016 Q4	68	$100.8M	28	1XOM 2BAC 3JNJ Top holdings2016 Q4 1.XOM 2.BAC 3.JNJ 4.AEP 5.G32655 6.FDX 7.PRU 8.867914 9.Y002A1 10.WFC
2016 Q3	68	$104.0M	28	1XOM 2JNJ3Y002A1 Top holdings2016 Q3 1.XOM 2.JNJ 3.Y002A1 4.G32655 5.UL 6.PFE 7.AEP 8.BAC 9.CVS 10.NXPI
2016 Q2	60	$105.2M	23	1JNJ 2AEP 3UL Top holdings2016 Q2 1.JNJ 2.AEP 3.UL 4.PFE 5.G32655 6.Y002A1 7.XOM 8.CL 9.CVS 10.BAC
2016 Q1	55	$98.4M	33	1AEP 2JNJ 3UL Top holdings2016 Q1 1.AEP 2.JNJ 3.UL 4.G32655 5.Y002A1 6.ORCL 7.BAC 8.CL 9.PFE 10.NXPI
2015 Q4	55	$98.8M	29	1AEP 2BAC3Y002A1 Top holdings2015 Q4 1.AEP 2.BAC 3.Y002A1 4.JNJ 5.UL 6.G32655 7.PFE 8.D1668R 9.CL 10.NXPI
2015 Q3	55	$106.7M	28	1BAC 2NXPI 3UL Top holdings2015 Q3 1.BAC 2.NXPI 3.UL 4.G32655 5.Y002A1 6.BCS 7.JNJ 8.AEP 9.PFE 10.HSY
2015 Q2	58	$118.3M	0	1BAC 2NXPI 3BCS Top holdings2015 Q2 1.BAC 2.NXPI 3.BCS 4.DISCAUSD 5.UL 6.ZTS 7.PFE 8.AEP 9.MAR 10.ORCL

Holding changes this quarter

Capital Insight Partners, LLC's most significant position changes for 2026-03-31: Sold out: Ishares Core S&p 500 ETF (IVV); Sold out: Ishares Core U.s. Aggregate (AGG); Sold out: Vanguard Mortgage-backed Sec (VMBS); Sold out: Nvidia CORP (NVDA); Sold out: Ishares Core Intl Stock ETF (IXUS).

Position changes disclosed by Capital Insight Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IVV	Ishares Core S&p 500 ETF	—	EXIT	Sold out
2	AGG	Ishares Core U.s. Aggregate	—	EXIT	Sold out
3	VMBS	Vanguard Mortgage-backed Sec	—	EXIT	Sold out
4	NVDA	Nvidia CORP	—	EXIT	Sold out
5	IXUS	Ishares Core Intl Stock ETF	—	EXIT	Sold out
6	XLK	Ss Technology Select Sector	—	EXIT	Sold out
7	BIV	Vanguard Intermediate-term B	—	EXIT	Sold out
8	MUB	Ishares National Muni Bond E	—	EXIT	Sold out
9	CGMU	Cap Group Municipal Income	—	EXIT	Sold out
10	ISTB	Ishares Core 1-5 Year Usd Bo	—	EXIT	Sold out
11	AAPL	Apple Inc	—	EXIT	Sold out
12	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
13	MSFT	Microsoft CORP	—	EXIT	Sold out
14	ISRG	Intuitive Surgical Inc	—	EXIT	Sold out
15	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out
16	META	Meta Platforms Inc-class A	—	EXIT	Sold out
17	XLE	Ss Energy Select Sector	—	EXIT	Sold out
18	IGIB	Ishares 5-10y Inv Grade CORP	—	EXIT	Sold out
19	XLV	Ss Health Care Select Sector	—	EXIT	Sold out
20	XLP	Ss Consumer Staples Sel Sect	—	EXIT	Sold out
21	BKNG	Booking Holdings Inc	—	EXIT	Sold out
22	HYMB	Ss Spdr N Ice Hy Muni ETF	—	EXIT	Sold out
23	AVGO	Broadcom Inc	—	EXIT	Sold out
24	SCHP	Schwab U.s. Tips ETF	—	EXIT	Sold out
25	ICE	Intercontinental Exchange In	—	EXIT	Sold out
26	AMZN	Amazon.com Inc	—	EXIT	Sold out
27	CASY	Casey's General Stores Inc	—	EXIT	Sold out
28	ORCL	Oracle CORP	—	EXIT	Sold out
29	IEF	Ishares 7-10 Year Treasury B	—	EXIT	Sold out
30	MA	Mastercard Inc - A	—	EXIT	Sold out
31	VO	Vanguard Mid-cap ETF	—	EXIT	Sold out
32	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	EXIT	Sold out
33	BAC	Bank Of America CORP	—	EXIT	Sold out
34	XLB	Ss Materials Select Sector	—	EXIT	Sold out
35	XLC	Ss Comm Select Sector Spdr	—	EXIT	Sold out
36	XLY	Ss Consumer Disc Select Sect	—	EXIT	Sold out
37	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	Sold out
38	SHLD	Global X Defense Tech ETF	—	EXIT	Sold out
39	IGF	Ishares Global Infrastructur	—	EXIT	Sold out
40	ASML	ASML Holding N.V.	—	EXIT	Sold out
41	RSG	Republic Services Inc	—	EXIT	Sold out
42	CHKP	Check Point Software Technologies Ltd.	—	EXIT	Sold out
43	TJX	Tjx Companies Inc	—	EXIT	Sold out
44	XLRE	Ss Real Estate Select Sector	—	EXIT	Sold out
45	PGR	Progressive CORP	—	EXIT	Sold out
46	HON	Honeywell International Inc	—	EXIT	Sold out
47	NVS	Novartis Ag-sponsored Adr	—	EXIT	Sold out
48	HD	Home Depot Inc	—	EXIT	Sold out
49	FIX	Comfort Systems USA Inc	—	EXIT	Sold out
50	COST	Costco Wholesale CORP	—	EXIT	Sold out

1–50 of 135

Filing History

Period	Filed	Type
2026 Q1	2026-04-15	13F-HR
2025 Q4	2026-02-17	13F-HR
2025 Q3	2025-10-14	13F-HR
2025 Q2	2025-07-17	13F-HR
2025 Q1	2025-04-30	13F-HR
2024 Q4	2025-01-24	13F-HR
2024 Q3	2024-10-09	13F-HR
2024 Q2	2024-07-24	13F-HR
2024 Q1	2024-04-16	13F-HR
2023 Q4	2024-01-24	13F-HR
2023 Q3	2023-10-30	13F-HR
2023 Q2	2023-07-24	13F-HR
2023 Q1	2023-04-28	13F-HR
2022 Q4	2023-02-07	13F-HR
2022 Q3	2022-10-20	13F-HR
2022 Q2	2022-07-20	13F-HR
2022 Q1	2022-04-21	13F-HR
2021 Q4	2022-01-20	13F-HR
2021 Q3	2021-10-13	13F-HR
2021 Q2	2021-08-02	13F-HR
2021 Q1	2021-04-20	13F-HR
2020 Q4	2021-02-02	13F-HR
2020 Q3	2020-11-04	13F-HR
2020 Q2	2020-07-15	13F-HR
2020 Q1	2020-04-14	13F-HR
2019 Q4	2020-01-27	13F-HR
2019 Q3	2019-10-09	13F-HR
2019 Q2	2019-07-09	13F-HR
2019 Q1	2019-04-04	13F-HR
2018 Q4	2019-01-03	13F-HR
2018 Q3	2018-10-04	13F-HR
2018 Q2	2018-07-05	13F-HR
2018 Q1	2018-04-16	13F-HR
2017 Q4	2018-01-12	13F-HR
2017 Q3	2017-10-10	13F-HR
2017 Q2	2017-07-20	13F-HR
2017 Q1	2017-04-27	13F-HR
2016 Q4	2017-01-10	13F-HR
2016 Q3	2016-10-26	13F-HR
2016 Q2	2016-07-08	13F-HR
2016 Q1	2016-04-06	13F-HR
2015 Q4	2016-02-03	13F-HR
2015 Q3	2016-02-03	13F-HR
2015 Q2	2016-02-03	13F-HR

FAQ

What is Capital Insight Partners, LLC and what type of investor is it?

Capital Insight Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Capital Insight Partners, LLC's largest equity positions?

Based on the latest 13F filing, Capital Insight Partners, LLC's top holdings by market value are: 1. Ikena Oncology Inc — $0.0

What changes did Capital Insight Partners, LLC make in its most recent portfolio filing?

In the latest quarter, Capital Insight Partners, LLC took a more defensive posture — trimming 0 positions and completely exiting 134 holdings. The largest of these moves: Sold out: Ishares Core S&p 500 ETF (IVV); Sold out: Ishares Core U.s. Aggregate (AGG); Sold out: Vanguard Mortgage-backed Sec (VMBS); Sold out: Nvidia CORP (NVDA); Sold out: Ishares Core Intl Stock ETF (IXUS)

What sectors does Capital Insight Partners, LLC focus on?

Sector breakdown data is not yet available for Capital Insight Partners, LLC. Check back after the next 13F processing cycle.

Investment Profile

Capital Insight Partners, LLC returned an annualized 11.9% over the trailing 33 months — underperforming the S&P 500 by 2.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.68 (less volatile than the market) and a 33% quarterly batting average against the index.

Its portfolio is broadly diversified and fast-trading.

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Developer Access

Access Capital Insight Partners, LLC's institutional profile programmatically:

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Capital Insight Partners, LLC 13F Holdings (1 Positions, Q1 2026)

CIK: 0001664385

High-turnover trader

Total reported value

—

Reporting period: 2026-03-31 · Number of holdings: 1

CAPITAL INSIGHT PARTNERS, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of — and a quarterly turnover rate of 100.0%.

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Reporting periodMar 2026

Personality snowflake

Concentration: 0
Portfolio Stability: 100
Momentum: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Source and citation information

Recent moves

Sold out IVV
Sold out AGG
Sold out VMBS
Sold out NVDA
Sold out IXUS
Sold out XLK

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

Download CSV Download Excel

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology Inc	Stock-Other	—	—	—

Portfolio Performance

Performance for Q3 2026

—

Performance Last 4 Quarters

+10.6%

Stdev: +9.6%
Beta: +0.68
Alpha: -2.7%
Max Drawdown: -5.6%
Annualized Perf: +11.9%
Batting Avg vs S&P: +33.3%
Sortino: +2.23
Stutzer: +0.36
Treynor: +0.17
Sterling: +0.81
Calmar: +2.11
Information Ratio: -1.82
Tracking Error: +5.2%
Stdev Down: +5.2%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +22.3%
Worst 12 Months: +2.9%
Efficiency Ratio: +0.45
Sharpe: +1.22
Stdev Sectors: —
Skewness: -0.15
Kurtosis: -0.36
Upside Potential: +3.89

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q1	1	—	100
2025 Q4	134	$472.5M	29	1IVV 2AGG 3VMBS Top holdings2025 Q4 1.IVV 2.AGG 3.VMBS 4.NVDA 5.IXUS 6.XLK 7.BIV 8.MUB 9.CGMU 10.ISTB
2025 Q3	163	$604.0M	34	178433H2AGG 3IVV Top holdings2025 Q3 1.78433H 2.AGG 3.IVV 4.NVDA 5.XLK 6.IXUS 7.VMBS 8.MUB 9.BIV 10.AAPL
2025 Q2	162	$575.4M	0	178433H2MUB 3AGG Top holdings2025 Q2 1.78433H 2.MUB 3.AGG 4.IVV 5.VMBS 6.BIV 7.ISTB 8.NVDA 9.XLK 10.AAPL
2025 Q1	158	$573.1M	100	1AGG 2MUB378433H Top holdings2025 Q1 1.AGG 2.MUB 3.78433H 4.IVV 5.VMBS 6.BIV 7.ISTB 8.AAPL 9.EMB 10.XLE
2024 Q4	156	$578.5M	0	1AGG278433H3MUB Top holdings2024 Q4 1.AGG 2.78433H 3.MUB 4.IVV 5.VMBS 6.BIV 7.ISTB 8.AAPL 9.EMB 10.IGIB
2024 Q3	157	$571.3M	0	1AGG278433H3MUB Top holdings2024 Q3 1.AGG 2.78433H 3.MUB 4.IVV 5.BIV 6.VMBS 7.ISTB 8.AAPL 9.EMB 10.IGIB
2024 Q2	157	$529.9M	0	1AGG278433H3MUB Top holdings2024 Q2 1.AGG 2.78433H 3.MUB 4.BIV 5.IVV 6.ISTB 7.AAPL 8.XLE 9.XLV 10.IGIB
2024 Q1	162	$535.2M	0	1AGG278433H3MUB Top holdings2024 Q1 1.AGG 2.78433H 3.MUB 4.BIV 5.IVV 6.ISTB 7.EBND 8.AAPL 9.XLE 10.IGIB
2023 Q4	161	$488.9M	0	1AGG278433H3MUB Top holdings2023 Q4 1.AGG 2.78433H 3.MUB 4.BIV 5.ISTB 6.IVV 7.AAPL 8.EBND 9.IGIB 10.SCHC
2023 Q3	161	$440.2M	0	1AGG 2MUB378433H Top holdings2023 Q3 1.AGG 2.MUB 3.78433H 4.BIV 5.ISTB 6.IVV 7.AAPL 8.EBND 9.XLE 10.IGIB
2023 Q2	171	$447.0M	0	1AGG278433H3MUB Top holdings2023 Q2 1.AGG 2.78433H 3.MUB 4.BIV 5.ISTB 6.IVV 7.AAPL 8.EBND 9.IGIB 10.SCHC
2023 Q1	163	$425.4M	0	1AGG 2ISTB378433H Top holdings2023 Q1 1.AGG 2.ISTB 3.78433H 4.MUB 5.IVV 6.BSV 7.AAPL 8.SUB 9.EBND 10.IGIB
2022 Q4	157	$385.6M	0	1ISTB278433H3MUB Top holdings2022 Q4 1.ISTB 2.78433H 3.MUB 4.IGSB 5.AGG 6.IVV 7.BSV 8.SUB 9.AAPL 10.XLE
2022 Q3	143	$371.1M	0	1ISTB278433H3MUB Top holdings2022 Q3 1.ISTB 2.78433H 3.MUB 4.AGG 5.IGSB 6.BSV 7.IVV 8.AAPL 9.SUB 10.XLRE
2022 Q2	153	$428.3M	0	1ISTB278433H3MUB Top holdings2022 Q2 1.ISTB 2.78433H 3.MUB 4.AGG 5.IGSB 6.BSV 7.IVV 8.AAPL 9.XLRE 10.SCHC
2022 Q1	164	$490.2M	0	1ISTB278433H3IGIB Top holdings2022 Q1 1.ISTB 2.78433H 3.IGIB 4.IGSB 5.AGG 6.AAPL 7.MUB 8.IVV 9.XLK 10.XLRE
2021 Q4	152	$491.3M	0	1ISTB 2IGIB 3IGSB Top holdings2021 Q4 1.ISTB 2.IGIB 3.IGSB 4.AGG 5.IVV 6.MUB 7.AAPL 8.XLK 9.SCHC 10.GOOGL
2021 Q3	151	$460.1M	0	1ISTB 2IGIB 3IGSB Top holdings2021 Q3 1.ISTB 2.IGIB 3.IGSB 4.AGG 5.IVV 6.MUB 7.AAPL 8.XLK 9.SCHC 10.GOOGL
2021 Q2	150	$442.7M	96	1ISTB 2IGIB 3IGSB Top holdings2021 Q2 1.ISTB 2.IGIB 3.IGSB 4.IVV 5.AGG 6.AAPL 7.MUB 8.XLK 9.BND 10.BSV
2021 Q1	144	$411.6M	19	1ISTB 2IGIB 3IGSB Top holdings2021 Q1 1.ISTB 2.IGIB 3.IGSB 4.IVV 5.AGG 6.XLK 7.AAPL 8.MUB 9.BND 10.BSV
2020 Q4	143	$397.4M	13	1ISTB 2AGG 3LQD Top holdings2020 Q4 1.ISTB 2.AGG 3.LQD 4.AAPL 5.BSV 6.XLK 7.MUB 8.IVV 9.VCSH 10.BND
2020 Q3	139	$355.7M	15	1ISTB 2AGG 3LQD Top holdings2020 Q3 1.ISTB 2.AGG 3.LQD 4.AAPL 5.MUB 6.XLK 7.IVV 8.BND 9.BSV 10.VCSH
2020 Q2	140	$317.0M	53	1ISTB 2AGG 3LQD Top holdings2020 Q2 1.ISTB 2.AGG 3.LQD 4.AAPL 5.MUB 6.IGSB 7.IVV 8.SCHH 9.XLK 10.GOOGL
2020 Q1	92	$189.3M	32	1ISTB 2AGG 3LQD Top holdings2020 Q1 1.ISTB 2.AGG 3.LQD 4.MUB 5.SCHH 6.IVV 7.IGSB 8.SCHC 9.AAPL 10.MSFT
2019 Q4	94	$217.7M	100	1ISTB 2AGG 3MUB Top holdings2019 Q4 1.ISTB 2.AGG 3.MUB 4.LQD 5.VNQ 6.IVV 7.IGSB 8.VSS 9.IGF 10.VNQI
2019 Q3	79	$114.5M	16	157636q2AAPL 3MSFT Top holdings2019 Q3 1.57636q 2.AAPL 3.MSFT 4.02079k 5.BAC 6.867914 7.y002a1 8.FIS 9.HON 10.BKNG
2019 Q2	76	$115.1M	14	157636q2y002a13MSFT Top holdings2019 Q2 1.57636q 2.y002a1 3.MSFT 4.AAPL 5.BAC 6.HON 7.WP 8.02079k 9.JNJ 10.BKNG
2019 Q1	76	$110.7M	24	157636q2MSFT3y002a1 Top holdings2019 Q1 1.57636q 2.MSFT 3.y002a1 4.02079k 5.HON 6.AAPL 7.WP 8.BAC 9.JNJ 10.31428x
2018 Q4	77	$96.9M	20	157636q2y002a13g32655 Top holdings2018 Q4 1.57636q 2.y002a1 3.g32655 4.MSFT 5.02079k 6.BAC 7.HON 8.JNJ 9.BKNG 10.AAPL
2018 Q3	77	$113.7M	100	157636q2y002a13g32655 Top holdings2018 Q3 1.57636q 2.y002a1 3.g32655 4.MSFT 5.AAPL 6.HON 7.02079k 8.BAC 9.31428x 10.BKNG
2018 Q2	76	$121.6M	14	1MA 2BAC3Y002A1 Top holdings2018 Q2 1.MA 2.BAC 3.Y002A1 4.G32655 5.PFE 6.GOOGL 7.FDX 8.AAPL 9.BKNG 10.MSFT
2018 Q1	78	$122.7M	25	1BAC 2MA3Y002A1 Top holdings2018 Q1 1.BAC 2.MA 3.Y002A1 4.PFE 5.FDX 6.G32655 7.XOM 8.BKNG 9.HON 10.GOOGL
2017 Q4	81	$127.8M	19	1BAC2Y002A13XOM Top holdings2017 Q4 1.BAC 2.Y002A1 3.XOM 4.FDX 5.PFE 6.MA 7.G32655 8.HON 9.GOOGL 10.JNJ
2017 Q3	77	$118.4M	21	1BAC 2XOM 3PFE Top holdings2017 Q3 1.BAC 2.XOM 3.PFE 4.Y002A1 5.MA 6.FDX 7.HON 8.G32655 9.GOOGL 10.BKNG
2017 Q2	75	$112.7M	11	1JNJ 2BAC3Y002A1 Top holdings2017 Q2 1.JNJ 2.BAC 3.Y002A1 4.XOM 5.PFE 6.FDX 7.G32655 8.BKNG 9.HON 10.ORCL
2017 Q1	73	$110.4M	27	1JNJ 2BAC 3XOM Top holdings2017 Q1 1.JNJ 2.BAC 3.XOM 4.PFE 5.G32655 6.Y002A1 7.FDX 8.AEP 9.BKNG 10.MA
2016 Q4	68	$100.8M	28	1XOM 2BAC 3JNJ Top holdings2016 Q4 1.XOM 2.BAC 3.JNJ 4.AEP 5.G32655 6.FDX 7.PRU 8.867914 9.Y002A1 10.WFC
2016 Q3	68	$104.0M	28	1XOM 2JNJ3Y002A1 Top holdings2016 Q3 1.XOM 2.JNJ 3.Y002A1 4.G32655 5.UL 6.PFE 7.AEP 8.BAC 9.CVS 10.NXPI
2016 Q2	60	$105.2M	23	1JNJ 2AEP 3UL Top holdings2016 Q2 1.JNJ 2.AEP 3.UL 4.PFE 5.G32655 6.Y002A1 7.XOM 8.CL 9.CVS 10.BAC
2016 Q1	55	$98.4M	33	1AEP 2JNJ 3UL Top holdings2016 Q1 1.AEP 2.JNJ 3.UL 4.G32655 5.Y002A1 6.ORCL 7.BAC 8.CL 9.PFE 10.NXPI
2015 Q4	55	$98.8M	29	1AEP 2BAC3Y002A1 Top holdings2015 Q4 1.AEP 2.BAC 3.Y002A1 4.JNJ 5.UL 6.G32655 7.PFE 8.D1668R 9.CL 10.NXPI
2015 Q3	55	$106.7M	28	1BAC 2NXPI 3UL Top holdings2015 Q3 1.BAC 2.NXPI 3.UL 4.G32655 5.Y002A1 6.BCS 7.JNJ 8.AEP 9.PFE 10.HSY
2015 Q2	58	$118.3M	0	1BAC 2NXPI 3BCS Top holdings2015 Q2 1.BAC 2.NXPI 3.BCS 4.DISCAUSD 5.UL 6.ZTS 7.PFE 8.AEP 9.MAR 10.ORCL

Holding changes this quarter

Position changes disclosed by Capital Insight Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IVV	Ishares Core S&p 500 ETF	—	EXIT	Sold out
2	AGG	Ishares Core U.s. Aggregate	—	EXIT	Sold out
3	VMBS	Vanguard Mortgage-backed Sec	—	EXIT	Sold out
4	NVDA	Nvidia CORP	—	EXIT	Sold out
5	IXUS	Ishares Core Intl Stock ETF	—	EXIT	Sold out
6	XLK	Ss Technology Select Sector	—	EXIT	Sold out
7	BIV	Vanguard Intermediate-term B	—	EXIT	Sold out
8	MUB	Ishares National Muni Bond E	—	EXIT	Sold out
9	CGMU	Cap Group Municipal Income	—	EXIT	Sold out
10	ISTB	Ishares Core 1-5 Year Usd Bo	—	EXIT	Sold out
11	AAPL	Apple Inc	—	EXIT	Sold out
12	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
13	MSFT	Microsoft CORP	—	EXIT	Sold out
14	ISRG	Intuitive Surgical Inc	—	EXIT	Sold out
15	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out
16	META	Meta Platforms Inc-class A	—	EXIT	Sold out
17	XLE	Ss Energy Select Sector	—	EXIT	Sold out
18	IGIB	Ishares 5-10y Inv Grade CORP	—	EXIT	Sold out
19	XLV	Ss Health Care Select Sector	—	EXIT	Sold out
20	XLP	Ss Consumer Staples Sel Sect	—	EXIT	Sold out
21	BKNG	Booking Holdings Inc	—	EXIT	Sold out
22	HYMB	Ss Spdr N Ice Hy Muni ETF	—	EXIT	Sold out
23	AVGO	Broadcom Inc	—	EXIT	Sold out
24	SCHP	Schwab U.s. Tips ETF	—	EXIT	Sold out
25	ICE	Intercontinental Exchange In	—	EXIT	Sold out
26	AMZN	Amazon.com Inc	—	EXIT	Sold out
27	CASY	Casey's General Stores Inc	—	EXIT	Sold out
28	ORCL	Oracle CORP	—	EXIT	Sold out
29	IEF	Ishares 7-10 Year Treasury B	—	EXIT	Sold out
30	MA	Mastercard Inc - A	—	EXIT	Sold out
31	VO	Vanguard Mid-cap ETF	—	EXIT	Sold out
32	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	EXIT	Sold out
33	BAC	Bank Of America CORP	—	EXIT	Sold out
34	XLB	Ss Materials Select Sector	—	EXIT	Sold out
35	XLC	Ss Comm Select Sector Spdr	—	EXIT	Sold out
36	XLY	Ss Consumer Disc Select Sect	—	EXIT	Sold out
37	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	Sold out
38	SHLD	Global X Defense Tech ETF	—	EXIT	Sold out
39	IGF	Ishares Global Infrastructur	—	EXIT	Sold out
40	ASML	ASML Holding N.V.	—	EXIT	Sold out
41	RSG	Republic Services Inc	—	EXIT	Sold out
42	CHKP	Check Point Software Technologies Ltd.	—	EXIT	Sold out
43	TJX	Tjx Companies Inc	—	EXIT	Sold out
44	XLRE	Ss Real Estate Select Sector	—	EXIT	Sold out
45	PGR	Progressive CORP	—	EXIT	Sold out
46	HON	Honeywell International Inc	—	EXIT	Sold out
47	NVS	Novartis Ag-sponsored Adr	—	EXIT	Sold out
48	HD	Home Depot Inc	—	EXIT	Sold out
49	FIX	Comfort Systems USA Inc	—	EXIT	Sold out
50	COST	Costco Wholesale CORP	—	EXIT	Sold out

1–50 of 135

Filing History

Period	Filed	Type
2026 Q1	2026-04-15	13F-HR
2025 Q4	2026-02-17	13F-HR
2025 Q3	2025-10-14	13F-HR
2025 Q2	2025-07-17	13F-HR
2025 Q1	2025-04-30	13F-HR
2024 Q4	2025-01-24	13F-HR
2024 Q3	2024-10-09	13F-HR
2024 Q2	2024-07-24	13F-HR
2024 Q1	2024-04-16	13F-HR
2023 Q4	2024-01-24	13F-HR
2023 Q3	2023-10-30	13F-HR
2023 Q2	2023-07-24	13F-HR
2023 Q1	2023-04-28	13F-HR
2022 Q4	2023-02-07	13F-HR
2022 Q3	2022-10-20	13F-HR
2022 Q2	2022-07-20	13F-HR
2022 Q1	2022-04-21	13F-HR
2021 Q4	2022-01-20	13F-HR
2021 Q3	2021-10-13	13F-HR
2021 Q2	2021-08-02	13F-HR
2021 Q1	2021-04-20	13F-HR
2020 Q4	2021-02-02	13F-HR
2020 Q3	2020-11-04	13F-HR
2020 Q2	2020-07-15	13F-HR
2020 Q1	2020-04-14	13F-HR
2019 Q4	2020-01-27	13F-HR
2019 Q3	2019-10-09	13F-HR
2019 Q2	2019-07-09	13F-HR
2019 Q1	2019-04-04	13F-HR
2018 Q4	2019-01-03	13F-HR
2018 Q3	2018-10-04	13F-HR
2018 Q2	2018-07-05	13F-HR
2018 Q1	2018-04-16	13F-HR
2017 Q4	2018-01-12	13F-HR
2017 Q3	2017-10-10	13F-HR
2017 Q2	2017-07-20	13F-HR
2017 Q1	2017-04-27	13F-HR
2016 Q4	2017-01-10	13F-HR
2016 Q3	2016-10-26	13F-HR
2016 Q2	2016-07-08	13F-HR
2016 Q1	2016-04-06	13F-HR
2015 Q4	2016-02-03	13F-HR
2015 Q3	2016-02-03	13F-HR
2015 Q2	2016-02-03	13F-HR

FAQ

What is Capital Insight Partners, LLC and what type of investor is it?

What are Capital Insight Partners, LLC's largest equity positions?

Based on the latest 13F filing, Capital Insight Partners, LLC's top holdings by market value are: 1. Ikena Oncology Inc — $0.0

What changes did Capital Insight Partners, LLC make in its most recent portfolio filing?

What sectors does Capital Insight Partners, LLC focus on?

Sector breakdown data is not yet available for Capital Insight Partners, LLC. Check back after the next 13F processing cycle.

Investment Profile

Its portfolio is broadly diversified and fast-trading.

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