13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001664385
Total reported value
—
$575.4M
162 檔
20.6%
At the close of Q2 2025, Capital Insight Partners, LLC disclosed equity holdings valued at approximately $575.4M, spread across 162 reported holdings.
During Q2 2025, 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 | ✓ | Neos ETF Trust | ETF-Other | 5.24% | — | -0.23% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 4.70% | -2.98% | EXIT | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.68% | -4.96% | EXIT | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.29% | -5.02% | EXIT | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.74% | -3.47% | EXIT | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.64% | -3.08% | EXIT | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.52% | -2.76% | EXIT | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.51% | -3.46% | EXIT | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.27% | -3.29% | EXIT | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.18% | -2.68% | EXIT | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.13% | -0.04% | EXIT | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -1.89% | EXIT | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.81% | -1.68% | EXIT | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.67% | -3.38% | EXIT | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.64% | -1.67% | EXIT | |
| 16 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.62% | -1.79% | EXIT | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | -1.78% | EXIT | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.58% | -1.62% | EXIT | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.57% | -1.40% | EXIT | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.52% | -1.46% | EXIT | |
| 21 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.49% | -1.16% | EXIT | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.42% | -1.12% | EXIT | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.42% | -1.57% | EXIT | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | -2.46% | EXIT | |
| 25 | ICE | Intercontinental Exchange In | Stock-Financials | 1.29% | -1.24% | EXIT | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -1.21% | EXIT | |
| 27 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.16% | -1.31% | EXIT | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 1.16% | -1.11% | EXIT | |
| 29 | RSG | Republic Services Inc | Stock-Industrials | 1.04% | -0.80% | EXIT | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.03% | -1.12% | EXIT | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.98% | -0.71% | EXIT | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.96% | -0.71% | EXIT | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.95% | -1.04% | EXIT | |
| 34 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.92% | -0.77% | EXIT | |
| 35 | XLB | Ss Materials Select Sector | ETF-Other | 0.90% | -0.99% | EXIT | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.89% | -1.01% | EXIT | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.87% | -1.06% | EXIT | |
| 38 | IGF | Ishares Global Infrastructur | ETF-Other | 0.79% | -0.83% | EXIT | |
| 39 | CHE | Chemed CORP | Stock-Healthcare | 0.78% | -0.08% | EXIT | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.77% | -0.56% | EXIT | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | -1.27% | EXIT | |
| 42 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.74% | -0.71% | EXIT | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.70% | EXIT | |
| 44 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.71% | -0.49% | EXIT | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.65% | EXIT | |
| 46 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.67% | -0.25% | EXIT | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | -0.87% | EXIT | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.67% | -0.90% | EXIT | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | -0.62% | EXIT | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.64% | -0.82% | EXIT |
According to official SEC Form 13F filings, Capital Insight Partners, LLC reported a total U.S. public equity portfolio value of $575.4M across 162 disclosed positions in Q2 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 NEOS ETF TRUST, MUB, AGG) accounted for 20.6% of total reported equity market value during Q2 2025.
During Q2 2025, Capital Insight Partners, LLC's top holdings by market value included NEOS ETF TRUST (5.2%)、MUB (4.7%)、AGG (4.7%). The largest single position, NEOS ETF TRUST, represented 5.2% of total portfolio value.
In Q2 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.