CAPITAL INSIGHT PARTNERS, LLC
Filing Date
Global Rank
#4,159
/ 8,755
▼ 673
· as of Dec 2025
Top Industry
Semiconductors
11.0%
3Y Alpha vs SPY
+23.4%
Period ended 8 months ago
Filed Feb 17, 2026 · 7mo
24 quarters · since Mar 2020
Clone Performance
Sep 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+179.8%
SPY
+68.5%
Annualised alpha
+23.4%
Max drawdown
−17.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 11 quarters.CAPITAL INSIGHT PARTNERS, LLC has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
80 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
7.0%
+0.9 pts
Top 5
28.0%
+4.5 pts
Top 10
44.0%
+5.3 pts
HHI
291
Diversified+56
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.4% | $64,215,905 |
| Financial Services | 15.4% | $35,976,669 |
| Unclassified | 13.0% | $30,317,055 |
| Consumer Cyclical | 12.8% | $29,883,877 |
| Communication Services | 10.8% | $25,289,419 |
| Healthcare | 9.5% | $22,240,111 |
| Industrials | 7.3% | $16,993,922 |
| Consumer Defensive | 3.1% | $7,309,813 |
| Utilities | 0.4% | $960,186 |
| Energy | 0.3% | $764,672 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XLB | State Street Materials Select Sector SPDR ETF | +43,839 | 102,709 | $4,657,853 | |
| NFLX | Netflix Inc | +25,091 | 28,397 | $2,662,502 | |
| TIMB | Tim S.A. | +16,596 | 66,596 | $1,295,292 | |
| NOW | ServiceNow, Inc. | +6,712 | 8,405 | $1,287,561 | |
| SYK | Stryker Corp | +2,791 | 5,082 | $1,786,170 | |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | +697 | 20,322 | $1,820,038 | |
| LLY | ELI LILLY & Co | +413 | 1,177 | $1,264,898 | |
| TTD | Trade Desk, Inc. | +293 | 8,721 | $331,049 | |
| GLD | Spdr Gold Trust | +243 | 3,031 | $1,201,215 | |
| TSLA | Tesla, Inc. | +224 | 934 | $420,038 | |
| EOG | Eog Resources Inc | +63 | 4,912 | $515,809 | |
| EG | Everest Group, Ltd. | +35 | 2,158 | $732,317 | |
| ACGL | Arch Capital Group Ltd. | +27 | 10,246 | $982,796 | |
| PLTR | Palantir Technologies Inc. | +15 | 1,870 | $332,392 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVO | Novo Nordisk A S | −31,324 | 13,033 | $663,119 | |
| EW | Edwards Lifesciences Corp | −25,203 | 13,873 | $1,182,673 | |
| TSCO | Tractor Supply Co /De/ | −19,577 | 13,293 | $664,782 | |
| BAC | Bank Of America Corp /De/ | −16,386 | 87,033 | $4,786,815 | |
| PANW | Palo Alto Networks Inc | −11,899 | 1,352 | $249,038 | |
| OWL | Blue Owl Capital Inc. | −11,607 | 28,641 | $427,896 | |
| AAPL | Apple Inc. | −11,225 | 46,516 | $12,645,839 | |
| NVDA | Nvidia Corp | −11,038 | 87,461 | $16,311,476 | |
| RELX | Relx PLC | −9,355 | 55,894 | $2,259,235 | |
| GOOGL | Alphabet Inc. | −8,929 | 41,662 | $13,043,852 | |
| ODFL | Old Dominion Freight Line, Inc. | −7,627 | 14,698 | $2,304,646 | |
| RSG | Republic Services, Inc. | −7,274 | 17,736 | $3,758,790 | |
| LOGI | Logitech International S.A. | −7,043 | 28,051 | $2,811,271 | |
| BIV | Vanguard Intermediate-Term Bond ETF | −6,849 | 186,865 | $14,553,046 | |
| CASY | Caseys General Stores Inc | −6,615 | 9,956 | $5,502,780 | |
| CHE | Chemed Corp | −6,372 | 848 | $362,825 | |
| AMZN | Amazon Com Inc | −5,671 | 24,843 | $5,734,261 | |
| MANH | Manhattan Associates Inc | −5,361 | 10,973 | $1,901,730 | |
| ORCL | Oracle Corp | −4,960 | 27,201 | $5,301,746 | |
| ICE | Intercontinental Exchange, Inc. | −4,451 | 36,403 | $5,895,829 | |
| NVS | Novartis AG | −4,363 | 23,985 | $3,306,811 | |
| JPM | Jpmorgan Chase & Co | −4,283 | 26,141 | $8,423,153 | |
| TJX | Tjx Companies Inc /De/ | −4,140 | 22,858 | $3,511,217 | |
| CHKP | Check Point Software Technologies Ltd | −4,082 | 19,768 | $3,668,150 | |
| WMT | Walmart Inc. | −3,627 | 20,763 | $2,313,205 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TOL | Toll Brothers, Inc. | 14,581 | $2,014,219 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 5,894 | $1,646,135 | |
| URI | United Rentals, Inc. | 1,526 | $1,456,811 | |
| VVV | Valvoline Inc | 27,683 | $994,096 | |
| GPK | Graphic Packaging Holding Co | 50,290 | $984,175 | |
| CAT | Caterpillar Inc | 1,854 | $884,636 | |
| LEN | Lennar Corp /New/ | 6,970 | $878,498 | |
| DE | Deere & Co | 1,872 | $855,990 | |
| TS | Tenaris SA | 23,485 | $840,058 | |
| DHR | Danaher Corp /De/ | 4,120 | $816,831 | |
| DDOG | Datadog, Inc. | 5,317 | $757,140 | |
| CPAY | Corpay, Inc. | 2,585 | $744,635 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | 9,700 | $722,553 | |
| TRMB | Trimble Inc. | 8,568 | $699,577 | |
| CTSH | Cognizant Technology Solutions Corp | 9,706 | $650,981 | |
| HII | Huntington Ingalls Industries, Inc. | 2,201 | $633,689 | |
| WELL | Welltower Inc. | 3,470 | $618,145 | |
| FCN | Fti Consulting, Inc | 3,698 | $597,781 | |
| COP | Conocophillips | 6,294 | $595,349 | |
| OSK | Oshkosh Corp | 4,561 | $591,561 | |
| FCX | Freeport-Mcmoran Inc | 14,055 | $551,237 | |
| AMT | American Tower Corp /Ma/ | 2,760 | $530,803 | |
| NEE | Nextera Energy Inc | 6,940 | $523,900 | |
| SFM | Sprouts Farmers Market, Inc. | 2,454 | $266,995 | |
| MO | Altria Group, Inc. | 3,475 | $229,558 | |
| No positions match the current search. | ||||
80 tracked positions ·
$233,951,629 total
· filing declares
134 positions · $472,549,709
· as of Dec 31, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 80 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 87,461 | $16,311,476 | 6.97% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Reduced | 186,865 | $14,553,046 | 6.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 41,662 | $13,043,852 | 5.58% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 46,516 | $12,645,839 | 5.41% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 18,471 | $8,932,945 | 3.82% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 14,979 | $8,483,506 | 3.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 26,141 | $8,423,153 | 3.60% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 12,054 | $7,956,724 | 3.40% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Reduced | 1,238 | $6,629,898 | 2.83% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 17,342 | $6,002,066 | 2.57% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Reduced | 36,403 | $5,895,829 | 2.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 24,843 | $5,734,261 | 2.45% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Reduced | 9,956 | $5,502,780 | 2.35% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 27,201 | $5,301,746 | 2.27% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 9,212 | $5,258,946 | 2.25% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 87,033 | $4,786,815 | 2.05% | |
| XLB |
State Street Materials Select Sector SPDR ETF
|
Added | 102,709 | $4,657,853 | 1.99% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 3,628 | $3,881,452 | 1.66% | |
| RSG |
Republic Services, Inc.
Industrials
|
Reduced | 17,736 | $3,758,790 | 1.61% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Reduced | 19,768 | $3,668,150 | 1.57% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 22,858 | $3,511,217 | 1.50% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Reduced | 14,763 | $3,361,830 | 1.44% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 17,170 | $3,349,695 | 1.43% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 23,985 | $3,306,811 | 1.41% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 9,590 | $3,299,919 | 1.41% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Reduced | 3,311 | $3,090,123 | 1.32% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 3,557 | $3,067,343 | 1.31% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 4,290 | $2,925,436 | 1.25% | |
| VXUS |
Vanguard Total International Stock ETF
|
Reduced | 37,325 | $2,815,798 | 1.20% | |
| LOGI |
Logitech International S.A.
Technology
|
Reduced | 28,051 | $2,811,271 | 1.20% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 28,397 | $2,662,502 | 1.14% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 25,492 | $2,325,125 | 0.99% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 20,763 | $2,313,205 | 0.99% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Reduced | 14,698 | $2,304,646 | 0.99% | |
| RELX |
Relx PLC
Industrials
|
Reduced | 55,894 | $2,259,235 | 0.97% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 6,645 | $2,193,580 | 0.94% | |
| IBB |
iShares Biotechnology ETF
|
Reduced | 11,411 | $1,925,834 | 0.82% | |
| MANH |
Manhattan Associates Inc
Technology
|
Reduced | 10,973 | $1,901,730 | 0.81% | |
| AOA |
iShares Core 80/20 Aggressive Allocation ETF
|
Added | 20,322 | $1,820,038 | 0.78% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 5,082 | $1,786,170 | 0.76% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Reduced | 3,730 | $1,741,387 | 0.74% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,826 | $1,692,526 | 0.72% | |
| GFL |
GFL Environmental Inc.
Industrials
|
Reduced | 39,034 | $1,676,510 | 0.72% | |
| TIMB |
Tim S.A.
Communication Services
|
Added | 66,596 | $1,295,292 | 0.55% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 8,405 | $1,287,561 | 0.55% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,177 | $1,264,898 | 0.54% | |
| GLD |
Spdr Gold Trust
|
Added | 3,031 | $1,201,215 | 0.51% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Reduced | 13,873 | $1,182,673 | 0.51% | |
| FDS |
Factset Research Systems Inc
Financial Services
|
Reduced | 3,904 | $1,132,901 | 0.48% | |
| SMFG |
Sumitomo Mitsui Financial Group, Inc.
Financial Services
|
Reduced | 53,007 | $1,024,625 | 0.44% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.