Latest CAPITAL INSIGHT PARTNERS, LLC Stock Portfolio

CAPITAL INSIGHT PARTNERS, LLC Performance:

2025 Q3: 3.08%YTD: 5.77%2024: 6.58%

Performance for 2025 Q3 is 3.08%, and YTD is 5.77%, and 2024 is 6.58%.

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

In it's latest 13F Holdings report, CAPITAL INSIGHT PARTNERS, LLC reported an equity portfolio of $604 Millions as of 30 Sep, 2025.

The top stock holdings of CAPITAL INSIGHT PARTNERS, LLC are KOCG, IJR, IJR. The fund has invested 5% of it's portfolio in NEOS ETF TRUST and 4.4% of portfolio in ISHARES TR.

The fund managers got completely rid off UNILEVER PLC, TOYOTA MOTOR CORP (TM) and VANGUARD MUN BD FDS (VTEB) stocks. They significantly reduced their stock positions in CANADIAN PACIFIC KANSAS CITY (CP), ISHARES TR (AAXJ) and VANGUARD SCOTTSDALE FDS (BNDW). CAPITAL INSIGHT PARTNERS, LLC opened new stock positions in CAPITAL GRP FIXED INCM ETF T (CGCP), GLOBAL X FDS (BITS) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), ISHARES TR (IBCE) and SPDR GOLD TR (GLD).

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

Our best estimate is that CAPITAL INSIGHT PARTNERS, LLC made a return of 3.08% in the last quarter. In trailing 12 months, it's portfolio return was 4.97%.

New Buys

Ticker	$ Bought
capital grp fixed incm etf t	13,802,200
global x fds	5,078,560
taiwan semiconductor mfg ltd	1,646,140
tim sa/brazil	1,116,000
ishares tr	205,965
schwab strategic tr	205,554

New stocks bought by CAPITAL INSIGHT PARTNERS, LLC

Additions

Ticker	% Inc.
ishares tr	115
ishares tr	57.93
spdr gold tr	35.27
comfort sys usa inc	35.24
select sector spdr tr	30.85
ishares tr	23.47
quest diagnostics inc	15.7
select sector spdr tr	15.55

Additions to existing portfolio by CAPITAL INSIGHT PARTNERS, LLC

Reductions

Ticker	% Reduced
canadian pacific kansas city	-74.46
ishares tr	-42.89
vanguard scottsdale fds	-35.41
ishares tr	-29.75
factset resh sys inc	-26.96
eli lilly & co	-23.52
chemed corp new	-21.92
edwards lifesciences corp	-20.75

CAPITAL INSIGHT PARTNERS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
unilever plc	-2,472,860
vanguard mun bd fds	-1,225,700
toyota motor corp	-2,094,850
spdr series trust	-244,781
parker-hannifin corp	-961,794

CAPITAL INSIGHT PARTNERS, LLC got rid off the above stocks

Sector Distribution

CAPITAL INSIGHT PARTNERS, LLC has about 59.3% of it's holdings in Others sector.

Sector	%
Others	59.3
Technology	12.2
Consumer Cyclical	7.2
Financial Services	6.6
Communication Services	4.4
Industrials	4
Healthcare	3.7
Consumer Defensive	1.4

Market Cap. Distribution

CAPITAL INSIGHT PARTNERS, LLC has about 38.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	59.3
MEGA-CAP	21.5
LARGE-CAP	17.4
MID-CAP	1.4

Stocks belong to which Index?

About 35.8% of the stocks held by CAPITAL INSIGHT PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	64.3
S&P 500	34.6
RUSSELL 2000	1.2

Top 5 Winners (%)		%
TSLA	tesla inc	40.0 %
GOOG	alphabet inc	37.2 %
GOOG	alphabet inc	36.5 %
FIX	comfort sys usa inc	34.9 %
PLTR	palantir technologies inc	33.2 %

Top 5 Winners ($)		$
AAPL	apple inc	3.0 M
GOOG	alphabet inc	2.9 M
NVDA	nvidia corporation	2.6 M
ORCL	oracle corp	2.3 M
XLB	select sector spdr tr	1.5 M

Top 5 Losers (%)		%
FDS	factset resh sys inc	-36.0 %
SFM	sprouts fmrs mkt inc	-33.6 %
TTD	trade desk inc/the	-31.9 %
ISRG	intuitive surgical inc	-17.6 %
CTSH	cognizant technology solutions corp	-14.1 %

Top 5 Losers ($)		$
ISRG	intuitive surgical inc	-1.6 M
FDS	factset resh sys inc	-1.3 M
ICE	intercontinental exchange in	-0.6 M
BKNG	booking holdings inc	-0.6 M
ODFL	old dominion freight line in	-0.5 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 163 stocks in it's portfolio. About 32.3% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for CAPITAL INSIGHT PARTNERS, LLC last quarter.

Last Reported on: 14 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.43	57,741	14,702,600	reduced	-5.74

AAXJ	ishares tr	2.61	147,836	15,743,100	reduced	-42.89

AAXJ	ishares tr	2.04	129,435	12,320,900	reduced	-2.27

AAXJ	ishares tr	1.47	164,465	8,895,910	reduced	-3.7

AAXJ	ishares tr	0.77	76,541	4,678,190	reduced	-0.63

AAXJ	ishares tr	0.19	21,261	1,127,470	reduced	-29.75

AAXJ	ishares tr	0.16	17,074	973,901	added	115

ABT	abbott labs	0.04	1,753	234,797	unchanged	0.00

ACGL	arch cap group ltd	0.15	10,219	927,170	unchanged	0.00

ACWF	ishares tr	0.05	5,665	287,499	unchanged	0.00

AEP	american elec pwr co inc	0.16	8,494	955,576	reduced	-0.72

AFL	aflac inc	0.17	9,474	1,058,250	reduced	-0.8

AGNG	global x fds	0.05	6,059	288,591	unchanged	0.00

AMPS	ishares tr	0.39	25,005	2,378,980	reduced	-5.65

AMT	american tower corp	0.09	2,760	530,803	reduced	-11.14

AMZN	amazon com inc	1.11	30,514	6,699,960	reduced	-1.75

AOA	ishares tr	0.29	19,625	1,729,750	reduced	-0.03

AOA	ishares tr	0.22	21,129	1,360,250	added	0.82

AVGO	broadcom inc	0.97	17,729	5,848,980	added	14.2

AXON	axon enterprise inc	0.08	644	462,160	reduced	-0.46