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
—
$604.0M
163 檔
19.4%
During the Q3 2025 filing period, Capital Insight Partners, LLC (CIK: 0001664385) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $604.0M across 163 reported positions.
In Q3 2025, Capital Insight Partners, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Neos ETF Trust | ETF-Other | 5.00% | — | -2.19% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.43% | -4.96% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.17% | -5.02% | EXIT | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.04% | -3.46% | EXIT | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 2.78% | -3.29% | EXIT | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.68% | -3.38% | EXIT | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.62% | -3.47% | EXIT | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 2.61% | -2.98% | EXIT | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.50% | -3.08% | EXIT | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.43% | -2.68% | EXIT | |
| 11 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.38% | -2.76% | EXIT | |
| 12 | CGMU | Cap Group Municipal Income | ETF-Other | 2.29% | -2.78% | EXIT | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.04% | -0.04% | EXIT | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -1.89% | EXIT | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | -2.46% | EXIT | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | -1.68% | EXIT | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | -1.78% | EXIT | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 1.58% | -1.67% | EXIT | |
| 19 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.55% | -1.16% | EXIT | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.50% | -1.12% | EXIT | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.47% | -1.62% | EXIT | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.38% | -1.46% | EXIT | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.33% | -1.40% | EXIT | |
| 24 | XLV | Ss Health Care Select Sector | ETF-Other | 1.29% | -1.57% | EXIT | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.28% | -1.79% | EXIT | |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.14% | -1.31% | EXIT | |
| 27 | ICE | Intercontinental Exchange In | Stock-Financials | 1.14% | -1.24% | EXIT | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | -1.21% | EXIT | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | -1.11% | EXIT | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.99% | -1.04% | EXIT | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.98% | -1.12% | EXIT | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | -1.27% | EXIT | |
| 33 | RSG | Republic Services Inc | Stock-Industrials | 0.95% | -0.80% | EXIT | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.93% | -1.06% | EXIT | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | -1.01% | EXIT | |
| 36 | XLB | Ss Materials Select Sector | ETF-Other | 0.87% | -0.99% | EXIT | |
| 37 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.84% | -0.84% | EXIT | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.84% | -0.91% | EXIT | |
| 39 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.82% | -0.77% | EXIT | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.80% | -0.90% | EXIT | |
| 41 | IGF | Ishares Global Infrastructur | ETF-Other | 0.77% | -0.83% | EXIT | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | -0.70% | EXIT | |
| 43 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.74% | -0.65% | EXIT | |
| 44 | PGR | Progressive CORP | Stock-Financials | 0.73% | -0.71% | EXIT | |
| 45 | ASML | ASML Holding N.V. | Stock-Tech | 0.72% | -0.82% | EXIT | |
| 46 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.71% | -0.71% | EXIT | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.71% | EXIT | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | -0.87% | EXIT | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.62% | EXIT | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.56% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +7.86% | Add |
| 2 | IXUS | Ishares Core Intl Stock ETF | +1.4% | +57.93% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +1.1% | +23.47% | Add |
| 4 | XLK | Ss Technology Select Sector | +0.9% | +15.55% | Add |
| 5 | AVGO | Broadcom Inc | +0.8% | +14.20% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +2.80% | Trim |
| 7 | ORCL | Oracle CORP | +0.5% | -13.92% | Trim |
| 8 | MSFT | Microsoft CORP | +0.5% | +1.59% | Add |
| 9 | ORLY | O'reilly Automotive Inc | +0.3% | +0.69% | Add |
| 10 | XLC | Ss Comm Select Sector Spdr | +0.3% | +30.85% | Add |
| 11 | USMV | Ishares Msci USA Min Vol Fac | +0.3% | -5.65% | Add |
| 12 | CASY | Casey's General Stores Inc | +0.2% | -1.50% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -3.18% | Trim |
| 14 | META | Meta Platforms Inc-class A | +0.2% | -2.40% | Trim |
| 15 | ✓ | Neos ETF Trust | +0.1% | -2.19% | Trim |
| 16 | AAPL | Apple Inc | +0.1% | -5.74% | Trim |
| 17 | EW | Edwards Lifesciences CORP | -0.2% | -20.75% | Trim |
| 18 | ODFL | Old Dominion Freight Line | -0.3% | -11.11% | Trim |
| 19 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -12.35% | Trim |
| 20 | HON | Honeywell International Inc | -0.3% | -16.68% | Trim |
| 21 | ISRG | Intuitive Surgical Inc | -0.3% | +0.95% | Trim |
| 22 | XLP | Ss Consumer Staples Sel Sect | -0.3% | -1.10% | Trim |
| 23 | FCN | Fti Consulting Inc | -0.3% | -1.75% | Trim |
| 24 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.3% | -1.32% | Trim |
| 25 | PGR | Progressive CORP | -0.3% | -14.38% | Trim |
| 26 | XLV | Ss Health Care Select Sector | -0.4% | -7.27% | Trim |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | -0.4% | -3.70% | Trim |
| 28 | CP | Canadian Pacific Kansas City | -0.4% | -74.46% | Trim |
| 29 | UNH | Unitedhealth Group Inc | -0.4% | -8.58% | Trim |
| 30 | XLE | Ss Energy Select Sector | -0.4% | -4.05% | Trim |
| 31 | VVV | Valvoline Inc | -0.4% | -0.84% | Trim |
| 32 | FDS | Factset Research Systems Inc | -0.4% | -26.96% | Trim |
| 33 | VMBS | Vanguard Mortgage-backed Sec | -0.4% | -1.11% | Trim |
| 34 | CHE | Chemed CORP | -0.6% | -21.92% | Trim |
| 35 | TS | Tenaris Sa-adr | -0.7% | -19.38% | Trim |
| 36 | AGG | Ishares Core U.s. Aggregate | -0.8% | -1.60% | Trim |
| 37 | MUB | Ishares National Muni Bond E | -2.3% | -42.89% | Trim |
| 38 | CGMU | Cap Group Municipal Income | — | NEW | New buy |
| 39 | SPSB | Ss Spdr P St C CORP ETF | — | EXIT | Sold out |
| 40 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 41 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 42 | FIX | Comfort Systems USA Inc | — | NEW | New buy |
| 43 | NDSN | Nordson CORP | — | EXIT | Sold out |
| 44 | UL | Unilever PLC | — | EXIT | Sold out |
| 45 | WMT | Walmart Inc | — | NEW | New buy |
| 46 | TREX | Trex Company Inc | — | EXIT | Sold out |
| 47 | TM | Toyota Motor CORP -spon Adr | — | EXIT | Sold out |
| 48 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 49 | GNTX | Gentex CORP | — | EXIT | Sold out |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Capital Insight Partners, LLC reported a total U.S. public equity portfolio value of $604.0M across 163 disclosed positions in Q3 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, AGG, IVV) accounted for 19.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
CGMU
市值: $13.8M
Top Position Liquidated / Trimmed
SPSB
前期市值: $6.9M
During Q3 2025, Capital Insight Partners, LLC's top holdings by market value included NEOS ETF TRUST (5.0%)、AGG (4.4%)、IVV (4.2%). The largest single position, NEOS ETF TRUST, represented 5.0% of total portfolio value.
In Q3 2025, Capital Insight Partners, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 9 positions, trimming 28 holdings, and fully liquidating 7 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.