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Latest CAPITAL INSIGHT PARTNERS, LLC Stock Portfolio

$472Million | No. of Holdings #134

CAPITAL INSIGHT PARTNERS, LLC Performance

2025 Q4+3.85%
YTD+12.38%
2024+6.39%

About CAPITAL INSIGHT PARTNERS, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, CAPITAL INSIGHT PARTNERS, LLC reported an equity portfolio of $472.6 Millions as of 31 Dec, 2025. <br><br> The top stock holdings of CAPITAL INSIGHT PARTNERS, LLC are IJR, IJR, BNDW. The fund has invested 5% of it's portfolio in ISHARES TR and 5% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off NEOS ETF TRUST (KOCG), TOLL BROTHERS INC (TOL) and TAIWAN SEMICONDUCTOR MFG LTD (TSM) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), PALO ALTO NETWORKS INC (PANW) and CHEMED CORP NEW (CHE). CAPITAL INSIGHT PARTNERS, LLC opened new stock positions in SCHWAB STRATEGIC TR (FNDA), VANGUARD INDEX FDS (VB) and VANGUARD WHITEHALL FDS (VIGI). The fund showed a lot of confidence in some stocks as they added substantially to STRYKER CORPORATION (SYK), ELI LILLY & CO (LLY) and TIM S A (TIMB).
CAPITAL INSIGHT PARTNERS, LLC Equity Portfolio Value
Last Reported on: 17 Feb, 2026
$472Million
  as of Feb 17, 2026

CAPITAL INSIGHT PARTNERS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CAPITAL INSIGHT PARTNERS, LLC made a return of 3.85% in the last quarter. In trailing 12 months, it's portfolio return was 12.38%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
schwab strategic tr5,975,690
vanguard index fds427,643
vanguard whitehall fds417,836
vanguard index fds328,330
vanguard index fds244,710
dimensional etf trust240,497
wells fargo co new219,859
New stocks bought by CAPITAL INSIGHT PARTNERS, LLC

Additions

Ticker% Inc.
stryker corporation121
eli lilly & co54.06
tim s a33.19
tesla inc31.55
spdr gold tr8.72
vanguard index fds5.78
ishares tr3.55
the trade desk inc3.48
Additions to existing portfolio by CAPITAL INSIGHT PARTNERS, LLC

Reductions

Ticker% Reduced
ishares tr-98.34
palo alto networks inc-89.8
chemed corp new-88.25
novo-nordisk a s-70.62
edwards lifesciences corp-64.5
schwab strategic tr-61.00
tractor supply co-59.56
select sector spdr tr-59.31
CAPITAL INSIGHT PARTNERS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
neos etf trust-30,221,000
graphic packaging hldg co-984,176
valvoline inc-994,097
tenaris sa-840,058
toll brothers inc-2,014,220
freeport-mcmoran inc-551,238
schwab strategic tr-278,380
cognizant technology solutions corp-650,981
CAPITAL INSIGHT PARTNERS, LLC got rid off the above stocks

Sector Distribution

CAPITAL INSIGHT PARTNERS, LLC has about 60.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Defensive
Sector%
Others60.4
Technology12.1
Financial Services7.2
Consumer Cyclical6.3
Communication Services5
Healthcare3.9
Industrials2.8
Consumer Defensive1.6

Market Cap. Distribution

CAPITAL INSIGHT PARTNERS, LLC has about 38% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED60.6
MEGA-CAP23.9
LARGE-CAP14.1
MID-CAP1.4

Stocks belong to which Index?

About 36.8% of the stocks held by CAPITAL INSIGHT PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others63.3
S&P 50035.7
RUSSELL 20001.1
Top 5 Winners (%)%
XLB
select sector spdr tr
87.4 %
XLB
select sector spdr tr
76.7 %
XLB
select sector spdr tr
74.6 %
XLB
select sector spdr tr
70.6 %
XLB
select sector spdr tr
69.5 %
Top 5 Winners ($)$
XLB
select sector spdr tr
6.8 M
XLB
select sector spdr tr
5.8 M
XLB
select sector spdr tr
3.6 M
GOOG
alphabet inc
2.9 M
XLB
select sector spdr tr
2.8 M
Top 5 Losers (%)%
ORCL
oracle corp
-28.3 %
LOPE
grand canyon ed inc
-24.1 %
TTD
the trade desk inc
-22.8 %
AXON
axon enterprise inc
-20.8 %
NFLX
netflix inc
-20.3 %
Top 5 Losers ($)$
ORCL
oracle corp
-2.6 M
META
meta platforms inc
-1.0 M
NFLX
netflix inc
-0.8 M
MSFT
microsoft corp
-0.7 M
HD
home depot inc
-0.6 M

CAPITAL INSIGHT PARTNERS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CAPITAL INSIGHT PARTNERS, LLC

CAPITAL INSIGHT PARTNERS, LLC has 134 stocks in it's portfolio. About 35.2% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for CAPITAL INSIGHT PARTNERS, LLC last quarter.

$472.55MTotal Value
170Positions
17 Feb, 2026Last Reported
Current holdings of Current Stock Holdings of CAPITAL INSIGHT PARTNERS, LLC, last reported on 17 Feb, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CAPITAL INSIGHT PARTNERS, LLC's holding in Ishares Tr over time
2.98%131,357
$14.07M
2.98%
decreased 11.15 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CAPITAL INSIGHT PARTNERS, LLC's holding in Ishares Tr over time
1.62%142,102
$7.66M
1.62%
decreased 13.6 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CAPITAL INSIGHT PARTNERS, LLC's holding in Ishares Tr over time
0.83%64,224
$3.94M
0.83%
decreased 16.09 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CAPITAL INSIGHT PARTNERS, LLC's holding in Ishares Tr over time
0.23%20,635
$1.09M
0.23%
decreased 2.94 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CAPITAL INSIGHT PARTNERS, LLC's holding in Ishares Tr over time
0.14%11,585
$665.7K
0.14%
decreased 32.15 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CAPITAL INSIGHT PARTNERS, LLC's holding in Ishares Tr over time
0.04%2,145
$206.5K
0.04%
decreased 98.34 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
CAPITAL INSIGHT PARTNERS, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGNG
Global X Fds

Global X Fds

AGNG
CAPITAL INSIGHT PARTNERS, LLC's holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AOA
Ishares Tr

Ishares Tr

AOA
CAPITAL INSIGHT PARTNERS, LLC's holding in Ishares Tr over time
0.38%20,322
$1.82M
0.38%
increased 3.55 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
CAPITAL INSIGHT PARTNERS, LLC's holding in Ishares Tr over time
0.29%21,041
$1.37M
0.29%
decreased 0.42 percentreduced
ASML
Asml Holding N V

Asml Holding N V

ASML
CAPITAL INSIGHT PARTNERS, LLC's holding in Asml Holding N V over time
0.82%3,628
$3.88M
0.82%
decreased 19.23 percentreduced