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CIK: 0001664385
Total reported value
—
$535.2M
162 檔
23.7%
As reported in its official Q1 2024 Form 13F filing, Capital Insight Partners, LLC's tracked investment portfolio stood at $535.2M with 162 total positions.
During Q1 2024, Capital Insight Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.56% | -4.96% | EXIT | |
| 2 | ✓ | Neos ETF Trust | ETF-Other | 5.09% | — | -1.36% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 4.92% | -2.98% | EXIT | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.09% | -3.08% | EXIT | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.01% | -5.02% | EXIT | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.73% | -2.76% | EXIT | |
| 7 | EBND | State Street Spdr Bloomberg | ETF-Other | 2.14% | — | +6.22% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.09% | -2.68% | EXIT | |
| 9 | XLE | Ss Energy Select Sector | ETF-Other | 1.74% | -1.67% | EXIT | |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.70% | -1.62% | EXIT | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 1.69% | -1.57% | EXIT | |
| 12 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.63% | -0.14% | EXIT | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | -1.89% | EXIT | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | -2.46% | EXIT | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.40% | -3.38% | EXIT | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -1.68% | EXIT | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | -1.78% | EXIT | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.31% | -1.79% | EXIT | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.22% | -1.40% | EXIT | |
| 20 | CHE | Chemed CORP | Stock-Healthcare | 1.20% | -0.08% | EXIT | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.19% | — | +4.15% | |
| 22 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.18% | -1.31% | EXIT | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.15% | -1.11% | EXIT | |
| 24 | ICE | Intercontinental Exchange In | Stock-Financials | 1.09% | -1.24% | EXIT | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.09% | -0.14% | EXIT | |
| 26 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.06% | -1.16% | EXIT | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.06% | -1.06% | EXIT | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | -1.21% | EXIT | |
| 29 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.01% | -0.25% | EXIT | |
| 30 | XLB | Ss Materials Select Sector | ETF-Other | 1.01% | -0.99% | EXIT | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.99% | -0.71% | EXIT | |
| 32 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.97% | -0.49% | EXIT | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.96% | -3.29% | EXIT | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.95% | -1.01% | EXIT | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.95% | -1.12% | EXIT | |
| 36 | FDS | Factset Research Systems Inc | Stock-Financials | 0.94% | -0.24% | EXIT | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.70% | EXIT | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.84% | -0.46% | EXIT | |
| 39 | ON | On Semiconductor | Stock-Tech | 0.79% | — | +9.66% | |
| 40 | RSG | Republic Services Inc | Stock-Industrials | 0.79% | -0.80% | EXIT | |
| 41 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.77% | -0.71% | EXIT | |
| 42 | CCOI | Cogent Communications Holdin | Stock-Other | 0.76% | — | +6.75% | |
| 43 | NDSN | Nordson CORP | Stock-Industrials | 0.76% | — | -7.14% | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.75% | -0.82% | EXIT | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | — | +4.10% | |
| 46 | LOGI | Logitech International S.A. | Stock-Tech | 0.75% | -0.59% | EXIT | |
| 47 | TREX | Trex Company Inc | Stock-Industrials | 0.73% | — | +2.54% | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.72% | -0.71% | EXIT | |
| 49 | VVV | Valvoline Inc | Stock-Consumer Disc | 0.71% | — | +9.09% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.71% | — | +0.78% |
According to official SEC Form 13F filings, Capital Insight Partners, LLC reported a total U.S. public equity portfolio value of $535.2M across 162 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, NEOS ETF TRUST, MUB) accounted for 23.7% of total reported equity market value during Q1 2024.
During Q1 2024, Capital Insight Partners, LLC's top holdings by market value included AGG (6.6%)、NEOS ETF TRUST (5.1%)、MUB (4.9%). The largest single position, AGG, represented 6.6% of total portfolio value.
In Q1 2024, Capital Insight Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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