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
—
$472.5M
134 檔
20.3%
The Q4 2025 SEC filing reveals that Capital Insight Partners, LLC held a total portfolio value of $472.5M, covering 134 public equity positions.
In Q4 2025, Capital Insight Partners, LLC adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 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 |
| # | 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 |
According to official SEC Form 13F filings, Capital Insight Partners, LLC reported a total U.S. public equity portfolio value of $472.5M across 134 disclosed positions in Q4 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 IVV, AGG, VMBS) accounted for 20.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHP
市值: $6.0M
Top Position Liquidated / Trimmed
NEOS ETF TRUST
前期市值: $30.2M
During Q4 2025, Capital Insight Partners, LLC's top holdings by market value included IVV (5.0%)、AGG (5.0%)、VMBS (3.5%). The largest single position, IVV, represented 5.0% of total portfolio value.
In Q4 2025, Capital Insight Partners, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 35 holdings, and fully liquidating 9 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.