Capital Insight Partners, LLC — Q4 2025 13F Holdings

Name: Capital Insight Partners, LLC — 13F Holdings, Q4 2025
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	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	5.02%	-5.02%	EXIT
2	AGG	Ishares Core U.s. Aggregate	ETF-Other	4.96%	-4.96%	EXIT
3	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	3.47%	-3.47%	EXIT
4	NVDA	Nvidia CORP	Stock-Tech	3.46%	-3.46%	EXIT
5	IXUS	Ishares Core Intl Stock ETF	ETF-Other	3.38%	-3.38%	EXIT
6	XLK	Ss Technology Select Sector	ETF-Tech	3.29%	-3.29%	EXIT
7	BIV	Vanguard Intermediate-term B	ETF-Other	3.08%	-3.08%	EXIT
8	MUB	Ishares National Muni Bond E	ETF-Other	2.98%	-2.98%	EXIT
9	CGMU	Cap Group Municipal Income	ETF-Other	2.78%	-2.78%	EXIT
10	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	2.76%	-2.76%	EXIT
11	AAPL	Apple INC	Stock-Tech	2.68%	-2.68%	EXIT
12	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.46%	-2.46%	EXIT
13	MSFT	Microsoft CORP	Stock-Tech	1.89%	-1.89%	EXIT
14	ISRG	Intuitive Surgical INC	Stock-Healthcare	1.79%	-1.79%	EXIT
15	JPM	Jpmorgan Chase & Co	Stock-Financials	1.78%	-1.78%	EXIT
16	META	Meta Platforms Inc-class A	Stock-Comm Services	1.68%	-1.68%	EXIT
17	XLE	Ss Energy Select Sector	ETF-Other	1.67%	-1.67%	EXIT
18	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	1.62%	-1.62%	EXIT
19	XLV	Ss Health Care Select Sector	ETF-Other	1.57%	-1.57%	EXIT
20	XLP	Ss Consumer Staples Sel Sect	ETF-Other	1.46%	-1.46%	EXIT
21	BKNG	Booking Holdings INC	Stock-Consumer Disc	1.40%	-1.40%	EXIT
22	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-Other	1.31%	-1.31%	EXIT
23	AVGO	Broadcom INC	Stock-Tech	1.27%	-1.27%	EXIT
24	SCHP	Schwab U.s. Tips ETF	ETF-Other	1.26%	-1.26%	EXIT
25	ICE	Intercontinental Exchange In	Stock-Financials	1.24%	-1.24%	EXIT
26	AMZN	Amazon.com INC	Stock-Consumer Disc	1.21%	-1.21%	EXIT
27	CASY	Casey's General Stores INC	Stock-Consumer Disc	1.16%	-1.16%	EXIT
28	ORCL	Oracle CORP	Stock-Tech	1.12%	-1.12%	EXIT
29	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	1.12%	-1.12%	EXIT
30	MA	Mastercard INC - A	Stock-Financials	1.11%	-1.11%	EXIT
31	VO	Vanguard Mid-cap ETF	ETF-Other	1.06%	-1.06%	EXIT
32	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	1.04%	-1.04%	EXIT
33	BAC	Bank Of America CORP	Stock-Financials	1.01%	-1.01%	EXIT
34	XLB	Ss Materials Select Sector	ETF-Other	0.99%	-0.99%	EXIT
35	XLC	Ss Comm Select Sector Spdr	ETF-Other	0.91%	-0.91%	EXIT
36	XLY	Ss Consumer Disc Select Sect	ETF-Other	0.90%	-0.90%	EXIT
37	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.87%	-0.87%	EXIT
38	SHLD	Global X Defense Tech ETF	ETF-Tech	0.84%	-0.84%	EXIT
39	IGF	Ishares Global Infrastructur	ETF-Other	0.83%	-0.83%	EXIT
40	ASML	ASML Holding N.V.	Stock-Tech	0.82%	-0.82%	EXIT
41	RSG	Republic Services INC	Stock-Industrials	0.80%	-0.80%	EXIT
42	CHKP	Check Point Software Technologies Ltd.	Stock-Tech	0.77%	-0.77%	EXIT
43	TJX	Tjx Companies INC	Stock-Consumer Disc	0.74%	-0.74%	EXIT
44	XLRE	Ss Real Estate Select Sector	ETF-Other	0.71%	-0.71%	EXIT
45	PGR	Progressive CORP	Stock-Financials	0.71%	-0.71%	EXIT
46	HON	Honeywell International INC	Stock-Industrials	0.71%	-0.71%	EXIT
47	NVS	Novartis Ag-sponsored Adr	Stock-Healthcare	0.70%	-0.70%	EXIT
48	HD	Home Depot INC	Stock-Consumer Disc	0.70%	-0.70%	EXIT
49	FIX	Comfort Systems USA INC	Stock-Industrials	0.65%	-0.65%	EXIT
50	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.65%	-0.65%	EXIT

1–50 of 134

Holding changes this quarter

Position changes disclosed by Capital Insight Partners, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IVV	Ishares Core S&p 500 ETF	+0.9%	-7.82%	Trim
2	AGG	Ishares Core U.s. Aggregate	+0.5%	-12.11%	Trim
3	XLK	Ss Technology Select Sector	+0.5%	+80.80%	Add
4	NVDA	Nvidia CORP	+0.4%	-11.21%	Trim
5	ISTB	Ishares Core 1-5 Year Usd Bo	+0.4%	-9.01%	Trim
6	MUB	Ishares National Muni Bond E	+0.4%	-11.15%	Trim
7	AAPL	Apple INC	+0.3%	-19.44%	Trim
8	SYK	Stryker CORP	+0.2%	+121.82%	Add
9	JPM	Jpmorgan Chase & Co	+0.2%	-14.08%	Trim
10	IGIB	Ishares 5-10y Inv Grade CORP	+0.2%	-13.60%	Trim
11	ICE	Intercontinental Exchange In	+0.1%	-10.89%	Trim
12	AMZN	Amazon.com INC	+0.1%	-18.58%	Trim
13	XLE	Ss Energy Select Sector	+0.1%	+65.03%	Add
14	XLP	Ss Consumer Staples Sel Sect	+0.1%	-16.90%	Trim
15	MSFT	Microsoft CORP	+0.1%	-13.08%	Trim
16	BKNG	Booking Holdings INC	+0.1%	-17.02%	Trim
17	MA	Mastercard INC - A	+0.1%	-17.36%	Trim
18	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.1%	+67.69%	Add
19	META	Meta Platforms Inc-class A	0%	-12.31%	Trim
20	HON	Honeywell International INC	0%	-14.50%	Trim
21	SHLD	Global X Defense Tech ETF	—	-14.81%	Trim
22	XLRE	Ss Real Estate Select Sector	—	-18.61%	Trim
23	PGR	Progressive CORP	0%	-16.89%	Trim
24	RELX	Relx PLC - Spon Adr	0%	-14.34%	Trim
25	CHKP	Check Point Software Technologies Ltd.	-0.1%	-17.12%	Trim
26	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-29.72%	Trim
27	LOGI	Logitech International S.A.	-0.1%	-20.07%	Trim
28	HD	Home Depot INC	-0.1%	-15.36%	Trim
29	FIX	Comfort Systems USA INC	-0.1%	-38.98%	Trim
30	NFLX	Netflix INC	-0.1%	+758.95%	Add
31	RSG	Republic Services INC	-0.2%	-29.08%	Trim
32	MANH	Manhattan Associates INC	-0.2%	-32.82%	Trim
33	TSCO	Tractor Supply Company	-0.2%	-59.56%	Trim
34	EW	Edwards Lifesciences CORP	-0.3%	-64.50%	Trim
35	NVO	Novo-nordisk A/s-spons Adr	-0.3%	-70.62%	Trim
36	ORCL	Oracle CORP	-0.4%	-15.42%	Trim
37	CASY	Casey's General Stores INC	-0.4%	-39.92%	Trim
38	PANW	Palo Alto Networks INC	-0.4%	-89.80%	Trim
39	CHE	Chemed CORP	-0.5%	-88.25%	Trim
40	EMB	Ishares Jp Morgan Usd Emergi	-2%	-98.34%	Trim
41	✓	Neos ETF Trust	—	EXIT	Sold out
42	SCHP	Schwab U.s. Tips ETF	—	NEW	New buy
43	TOL	Toll Brothers INC	—	EXIT	Sold out
44	TSM	Taiwan Semiconductor-sp Adr	—	EXIT	Sold out
45	URI	United Rentals INC	—	EXIT	Sold out
46	VVV	Valvoline INC	—	EXIT	Sold out
47	GPK	Graphic Packaging Holding Co	—	EXIT	Sold out
48	CAT	Caterpillar INC	—	EXIT	Sold out
49	LEN	Lennar Corp-a	—	EXIT	Sold out
50	DE	Deere & Co	—	EXIT	Sold out