Latest CAPITAL INSIGHT PARTNERS, LLC Stock Portfolio

CAPITAL INSIGHT PARTNERS, LLC Performance:

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

Performance for 2025 Q4 is 3.85%, and YTD is 12.38%, and 2024 is 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.

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.

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 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 tr	5,975,690
vanguard index fds	427,643
vanguard whitehall fds	417,836
vanguard index fds	328,330
vanguard index fds	244,710
dimensional etf trust	240,497
wells fargo co new	219,859

New stocks bought by CAPITAL INSIGHT PARTNERS, LLC

Additions

Ticker	% Inc.
stryker corporation	121
eli lilly & co	54.06
tim s a	33.19
tesla inc	31.55
spdr gold tr	8.72
vanguard index fds	5.78
ishares tr	3.55
the trade desk inc	3.48

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.

Sector	%
Others	60.4
Technology	12.1
Financial Services	7.2
Consumer Cyclical	6.3
Communication Services	5
Healthcare	3.9
Industrials	2.8
Consumer Defensive	1.6

Market Cap. Distribution

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

Category	%
UNALLOCATED	60.6
MEGA-CAP	23.9
LARGE-CAP	14.1
MID-CAP	1.4

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.

Index	%
Others	63.3
S&P 500	35.7
RUSSELL 2000	1.1

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.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.68	46,516	12,645,800	reduced	-19.44

AAXJ	ishares tr	2.98	131,357	14,069,600	reduced	-11.15

AAXJ	ishares tr	1.62	142,102	7,656,460	reduced	-13.6

AAXJ	ishares tr	0.83	64,224	3,940,780	reduced	-16.09

AAXJ	ishares tr	0.23	20,635	1,091,180	reduced	-2.94

AAXJ	ishares tr	0.14	11,585	665,675	reduced	-32.15

AAXJ	ishares tr	0.04	2,145	206,521	reduced	-98.34

ABT	abbott labs	0.05	1,753	219,634	unchanged	0.00

ACGL	arch cap group ltd	0.21	10,246	982,797	added	0.26

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

AEP	american elec pwr co inc	0.20	8,327	963,842	reduced	-1.97

AFL	aflac inc	0.22	9,272	1,022,160	reduced	-2.13

AGNG	global x fds	0.00	0.00	0.00	sold off	-100

AMPS	ishares tr	0.41	20,602	1,939,880	reduced	-17.61

AMT	american tower corp	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	1.21	24,843	5,734,260	reduced	-18.58

AOA	ishares tr	0.38	20,322	1,820,040	added	3.55

AOA	ishares tr	0.29	21,041	1,367,840	reduced	-0.42

ASML	asml holding n v	0.82	3,628	3,881,450	reduced	-19.23

AVGO	broadcom inc	1.27	17,342	6,011,630	reduced	-2.18