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CIK: 0001664385
Total reported value
—
$573.1M
158 檔
21.2%
The Q1 2025 SEC filing reveals that Capital Insight Partners, LLC held a total portfolio value of $573.1M, covering 158 public equity positions.
In Q1 2025, Capital Insight Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.22% | -4.96% | EXIT | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 4.93% | -2.98% | EXIT | |
| 3 | ✓ | Neos ETF Trust | ETF-Other | 4.89% | — | -1.90% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.10% | -5.02% | EXIT | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.06% | -3.47% | EXIT | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.83% | -3.08% | EXIT | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.71% | -2.76% | EXIT | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.33% | -2.68% | EXIT | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.29% | -0.04% | EXIT | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 1.98% | -1.67% | EXIT | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.90% | -3.29% | EXIT | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.84% | -1.62% | EXIT | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.66% | -1.57% | EXIT | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.66% | -1.46% | EXIT | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.55% | -1.79% | EXIT | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.52% | -1.68% | EXIT | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | -1.78% | EXIT | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -1.89% | EXIT | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.34% | -1.40% | EXIT | |
| 20 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.34% | -1.16% | EXIT | |
| 21 | ICE | Intercontinental Exchange In | Stock-Financials | 1.29% | -1.24% | EXIT | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.26% | -3.38% | EXIT | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | -3.46% | EXIT | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | -2.46% | EXIT | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.21% | — | -1.47% | |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.21% | -1.31% | EXIT | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 1.21% | -1.11% | EXIT | |
| 28 | CHE | Chemed CORP | Stock-Healthcare | 1.13% | -0.08% | EXIT | |
| 29 | RSG | Republic Services Inc | Stock-Industrials | 1.08% | -0.80% | EXIT | |
| 30 | PGR | Progressive CORP | Stock-Financials | 1.07% | -0.71% | EXIT | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -1.21% | EXIT | |
| 32 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.01% | -0.77% | EXIT | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.98% | -1.12% | EXIT | |
| 34 | XLB | Ss Materials Select Sector | ETF-Other | 0.98% | -0.99% | EXIT | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.97% | -0.71% | EXIT | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.97% | -1.06% | EXIT | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.97% | -1.04% | EXIT | |
| 38 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.86% | -0.71% | EXIT | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.85% | -1.01% | EXIT | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | -0.46% | EXIT | |
| 41 | IGF | Ishares Global Infrastructur | ETF-Other | 0.79% | -0.83% | EXIT | |
| 42 | TS | Tenaris Sa-adr | Stock-Other | 0.79% | — | -1.24% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | -0.70% | EXIT | |
| 44 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.77% | -0.49% | EXIT | |
| 45 | LOGI | Logitech International S.A. | Stock-Tech | 0.76% | -0.59% | EXIT | |
| 46 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.73% | -0.25% | EXIT | |
| 47 | FDS | Factset Research Systems Inc | Stock-Financials | 0.71% | -0.24% | EXIT | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.65% | EXIT | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.67% | -0.14% | EXIT | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.65% | -0.90% | EXIT |
According to official SEC Form 13F filings, Capital Insight Partners, LLC reported a total U.S. public equity portfolio value of $573.1M across 158 disclosed positions in Q1 2025.
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, MUB, NEOS ETF TRUST) accounted for 21.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AGG
市值: $29.9M
During Q1 2025, Capital Insight Partners, LLC's top holdings by market value included AGG (5.2%)、MUB (4.9%)、NEOS ETF TRUST (4.9%). The largest single position, AGG, represented 5.2% of total portfolio value.
In Q1 2025, Capital Insight Partners, LLC made 50 total portfolio adjustments, initiating 50 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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