Capital Insight Partners, LLC — Q1 2019 13F Holdings

Name: Capital Insight Partners, LLC — 13F Holdings, Q1 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001664385

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	✓	Mastercard Incorporated	Stock-Other	3.63%	—	-9.26%
2	MSFT	Microsoft CORP	Stock-Tech	2.90%	-1.89%	EXIT
3	✓	AIA Group Ltd.	Stock-Other	2.77%	—	-22.38%
4	✓	Alphabet Inc.	Stock-Other	2.67%	—	-1.57%
5	HON	Honeywell International INC	Stock-Industrials	2.66%	-0.71%	EXIT
6	AAPL	Apple INC	Stock-Tech	2.63%	-2.68%	EXIT
7	WP	Worldpay Inc-class A	Stock-Other	2.50%	—	-2.44%
8	BAC	Bank Of America CORP	Stock-Financials	2.47%	-1.01%	EXIT
9	JNJ	Johnson & Johnson	Stock-Healthcare	2.33%	—	-1.47%
10	✓	FedEx Corporation	Stock-Other	2.15%	—	+4.29%
11	BKNG	Booking Holdings INC	Stock-Consumer Disc	2.15%	-1.40%	EXIT
12	✓	Exxon Mobil Corporation	Stock-Other	2.14%	—	+1.90%
13	✓		Stock-Other	2.11%	—	+0.06%
14	FDS	Factset Research Systems INC	Stock-Financials	2.02%	—	-0.50%
15	✓	Capgemini SE	Stock-Other	1.93%	—	-0.73%
16	✓	Meta Platforms, Inc.	Stock-Other	1.93%	—	+2.04%
17	✓	Edwards Lifesciences Corporation	Stock-Other	1.90%	—	+0.48%
18	ODFL	Old Dominion Freight Line	Stock-Industrials	1.89%	—	-0.96%
19	✓	Comcast Corporation	Stock-Other	1.78%	—	+38.69%
20	PFE	Pfizer INC	Stock-Healthcare	1.77%	—	-2.94%
21	✓	Medtronic plc	Stock-Other	1.74%	—	+1.84%
22	✓	Chemed Corp	Stock-Other	1.70%	—	-1.14%
23	✓	3m Co	Stock-Other	1.66%	—	-0.32%
24	✓	J P Morgan Chase And Co	Stock-Other	1.61%	—	+129.28%
25	✓	Experian plc	Stock-Other	1.60%	—	-51.24%
26	DLTR	Dollar Tree INC	Stock-Consumer Staples	1.58%	—	+0.79%
27	✓	Trex Company	Stock-Other	1.56%	—	-0.63%
28	PEP	Pepsico INC	Stock-Consumer Staples	1.54%	—	+0.38%
29	✓	Oracle Corporation	Stock-Other	1.49%	—	-37.81%
30	MCO	Moody's CORP	Stock-Financials	1.47%	—	+5.95%
31	✓	UnitedHealth Group Incorporated	Stock-Other	1.47%	—	+581.95%
32	✓	First Solar, Inc.	Stock-Other	1.42%	—	-0.70%
33	HD	Home Depot INC	Stock-Consumer Disc	1.40%	-0.70%	EXIT
34	IT	Gartner INC	Stock-Tech	1.40%	—	+0.48%
35	NKE	Nike INC -cl B	Stock-Consumer Disc	1.36%	—	+0.71%
36	UL	Unilever PLC	Stock-Consumer Staples	1.34%	—	+1.01%
37	SLB	Slb LTD	Stock-Energy	1.33%	—	+34.84%
38	✓	Diageo plc	Stock-Other	1.29%	—	+0.75%
39	✓	Yum China Holdings INC Shs	Stock-Other	1.21%	—	+1.73%
40	✓	Cogent Communications Hldgs In	Stock-Other	1.17%	—	+1.10%
41	NDSN	Nordson CORP	Stock-Industrials	1.16%	—	+1.78%
42	CASY	Casey's General Stores INC	Stock-Consumer Disc	1.08%	-1.16%	EXIT
43	MANH	Manhattan Associates INC	Stock-Tech	1.05%	—	+1.15%
44	RP	Realpage INC	Stock-Other	1.00%	—	+1.80%
45	PRU	Prudential Financial INC	Stock-Financials	0.98%	—	-43.90%
46	CMD	Cantel Medical CORP	Stock-Other	0.98%	—	+2.72%
47	CL	Colgate-palmolive Co	Stock-Consumer Staples	0.98%	—	+5.25%
48	✓	Somnigroup International Inc C	Stock-Other	0.91%	—	+2.42%
49	UHAL	U-haul Holding Co	Stock-Other	0.90%	—	+1.60%
50	HDB	Hdfc Bank Ltd-adr	Stock-Financials	0.89%	—	+3.75%

1–50 of 76

Holding changes this quarter

Position changes disclosed by Capital Insight Partners, LLC for the quarter ending Q1 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	UnitedHealth Group Incorporated	+1.2%	+581.95%	Add
2	✓	J P Morgan Chase And Co	+0.8%	+129.28%	Add
3	WP	Worldpay Inc-class A	+0.5%	-2.44%	Trim
4	✓	Comcast Corporation	+0.5%	+38.69%	Add
5	SLB	Slb LTD	+0.4%	+34.84%	Add
6	AAPL	Apple INC	+0.3%	+6.89%	Add
7	MCO	Moody's CORP	+0.2%	+5.95%	Add
8	✓	Meta Platforms, Inc.	+0.2%	+2.04%	Add
9	✓		+0.2%	+77.61%	Add
10	✓	Yum China Holdings INC Shs	+0.2%	+1.73%	Add
11	✓	Somnigroup International Inc C	+0.2%	+2.42%	Add
12	✓	Edwards Lifesciences Corporation	+0.2%	+0.48%	Add
13	AMZN	Amazon.com INC	+0.2%	+25.42%	Add
14	FDS	Factset Research Systems INC	+0.2%	-0.50%	Trim
15	MANH	Manhattan Associates INC	+0.1%	+1.15%	Add
16	✓	Exxon Mobil Corporation	+0.1%	+1.90%	Add
17	BABA	Alibaba Group Holding-sp Adr	+0.1%	+2.74%	Add
18	HON	Honeywell International INC	+0.1%	-0.84%	Trim
19	RP	Realpage INC	+0.1%	+1.80%	Add
20	✓	Capgemini SE	+0.1%	-0.73%	Trim
21	LVMUY	Lvmh Moet Hennessy-unsp Adr	+0.1%	+1.66%	Add
22	✓	Cogent Communications Hldgs In	+0.1%	+1.10%	Add
23	BAM	Brookfield Asset Management Ltd.	+0.1%	+2.64%	Add
24	✓	FedEx Corporation	+0.1%	+4.29%	Add
25	✓		+0.1%	+0.06%	Add
26	IT	Gartner INC	+0.1%	+0.48%	Add
27	CL	Colgate-palmolive Co	+0.1%	+5.25%	Add
28	DLTR	Dollar Tree INC	0%	+0.79%	Add
29	ODFL	Old Dominion Freight Line	0%	-0.96%	Trim
30	MSFT	Microsoft CORP	0%	-1.02%	Trim
31	✓	Diageo plc	0%	+0.75%	Add
32	✓	First Solar, Inc.	0%	-0.70%	Trim
33	NKE	Nike INC -cl B	0%	+0.71%	Add
34	HD	Home Depot INC	0%	+1.00%	Add
35	✓	Mastercard Incorporated	0%	-9.26%	Trim
36	✓	Chemed Corp	0%	-1.14%	Trim
37	PEP	Pepsico INC	0%	+0.38%	Add
38	✓	Alphabet Inc.	-0.1%	-1.57%	Trim
39	BAC	Bank Of America CORP	-0.1%	-3.41%	Trim
40	JNJ	Johnson & Johnson	-0.2%	-1.47%	Trim
41	✓	AIA Group Ltd.	-0.6%	-22.38%	Trim
42	PRU	Prudential Financial INC	-0.8%	-43.90%	Trim
43	✓	Oracle Corporation	-0.8%	-37.81%	Trim
44	✓	Experian plc	-1.8%	-51.24%	Trim
45	CTLEUR	Centurylink INC	—	EXIT	Sold out
46	PHG	Koninklijke Philips Nvr- Ny	—	NEW	New buy
47	CP	Canadian Pacific Kansa F	—	NEW	New buy
48	✓	Nidec CORP	—	NEW	New buy
49	✓	Fanuc 6954 sedol# 6356934 JP	—	EXIT	Sold out
50	CVX	Chevron CORP	—	EXIT	Sold out