CAPITAL INSIGHT PARTNERS, LLC

CIK

1664385

Location

SCOTTSDALE, AZ

Portfolio Value

Small $467,697,112

Diversification

Diversified

Filing Date

Global Rank

#3,678 / 8,818 ▼ 513 · as of Dec 2025

Top Industry

Semiconductors 10.9%

3Y Alpha vs SPY

+9.3%

Period ended 8 months ago

Filed Feb 17, 2026 · 7mo

24 quarters · since Mar 2020

Clone Performance

Sep 2023–Jul 2026 · vs SPY

Hypothetical 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

+108.8%

SPY

+69.0%

Annualised alpha

+9.3%

Max drawdown

−13.0%

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

93 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

24.0%

+0.2 pts

Top 5

45.1%

+3.2 pts

Top 10

58.2%

+4.4 pts

HHI

799

Diversified+75

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	56.2%	$262,992,771	20
Technology	13.7%	$64,215,905	13
Financial Services	7.9%	$37,046,436	15
Consumer Cyclical	6.4%	$29,883,877	12
Communication Services	5.4%	$25,289,419	5
Healthcare	4.8%	$22,240,111	12
Industrials	3.6%	$16,993,922	8
Consumer Defensive	1.6%	$7,309,813	5
Utilities	0.2%	$960,186	1
Energy	0.2%	$764,672	2

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+161,485	393,443	$10,872,947
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+145,120	614,524	$49,533,471
XLB	State Street Materials Select Sector SPDR ETF	+25,834	191,224	$11,533,698
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
BNDW	Vanguard Total World Bond ETF	+4,186	347,920	$16,380,073
SYK	Stryker Corp	+2,791	5,082	$1,786,170
VB	Vanguard Morningstar Small-Cap ETF	+1,211	33,081	$6,380,736
AOA	iShares Core 80/20 Aggressive Allocation ETF	+609	41,363	$3,187,913
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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−268,400	1,179,790	$112,049,210
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−36,638	283,125	$8,480,109
NVO	Novo Nordisk A S	−31,324	13,033	$663,119
CGCB	Capital Group Core Bond ETF	−26,612	479,150	$13,119,127
EW	Edwards Lifesciences Corp	−25,203	13,873	$1,182,673
TSCO	Tractor Supply Co /De/	−19,577	13,293	$664,782
AGNG	Global X Funds Global X Aging Population ETF	−16,768	61,594	$3,990,675
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
BIV	Vanguard Intermediate-Term Bond ETF	−9,970	216,911	$16,811,609
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
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
VIGI	Vanguard International Dividend Appreciation ETF	4,569	$417,835
DCOR	Dimensional US Core Equity 1 ETF	7,030	$240,496
WFC	Wells Fargo & Company/Mn	2,359	$219,858
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	963,550	$30,220,782
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
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	5,665	$287,498
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

93 tracked positions · $467,697,112 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 93 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	1,179,790	-268,400	$112,049,210	−17.5%	23.96%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	614,524	+145,120	$49,533,471	+31.2%	10.59%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	216,911	-9,970	$16,811,609	−4.7%	3.59%
BNDW	Vanguard Total World Bond ETF	Added	347,920	+4,186	$16,380,073	+0.0%	3.50%
NVDA	Nvidia Corp Technology	Reduced	87,461	-11,038	$16,311,476	−11.2%	3.49%
CGCB	Capital Group Core Bond ETF	Reduced	479,150	-26,612	$13,119,127	−4.9%	2.81%
GOOGL	Alphabet Inc. Communication Services	Reduced	41,662	-8,929	$13,043,852	+6.0%	2.79%
AAPL	Apple Inc. Technology	Reduced	46,516	-11,225	$12,645,839	−14.0%	2.70%
XLB	State Street Materials Select Sector SPDR ETF	Added	191,224	+25,834	$11,533,698	+118.6%	2.47%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	393,443	+161,485	$10,872,947	+65.9%	2.32%
MSFT	Microsoft Corp Technology	Reduced	18,471	-2,779	$8,932,945	−18.8%	1.91%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	14,979	-2,319	$8,483,506	+9.7%	1.81%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	283,125	-36,638	$8,480,109	−12.1%	1.81%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	26,141	-4,283	$8,423,153	−12.2%	1.80%
META	Meta Platforms, Inc. Communication Services	Reduced	12,054	-1,692	$7,956,724	−21.2%	1.70%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	1,238	-254	$6,629,898	−17.7%	1.42%
VB	Vanguard Morningstar Small-Cap ETF	Added	33,081	+1,211	$6,380,736	+11.5%	1.36%
AVGO	Broadcom Inc. Technology	Reduced	17,342	-387	$6,002,066	+2.6%	1.28%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	36,403	-4,451	$5,895,829	−14.3%	1.26%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,843	-5,671	$5,734,261	−14.4%	1.23%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	9,956	-6,615	$5,502,780	−41.3%	1.18%
ORCL	Oracle Corp Technology	Reduced	27,201	-4,960	$5,301,746	−41.4%	1.13%
MA	Mastercard Inc Financial Services	Reduced	9,212	-1,935	$5,258,946	−17.1%	1.12%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	87,033	-16,386	$4,786,815	−10.3%	1.02%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	61,594	-16,768	$3,990,675	−25.6%	0.85%
ASML	Asml Holding NV Technology	Reduced	3,628	-864	$3,881,452	−10.7%	0.83%
RSG	Republic Services, Inc. Industrials	Reduced	17,736	-7,274	$3,758,790	−34.5%	0.80%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	19,768	-4,082	$3,668,150	−25.7%	0.78%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	22,858	-4,140	$3,511,217	−10.0%	0.75%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	14,763	-3,000	$3,361,830	−23.4%	0.72%
HON	Honeywell International Inc Industrials	Reduced	17,170	-2,912	$3,349,695	−20.8%	0.72%
NVS	Novartis AG Healthcare	Reduced	23,985	-4,363	$3,306,811	−9.0%	0.71%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	9,590	-1,740	$3,299,919	−28.1%	0.71%
AOA	iShares Core 80/20 Aggressive Allocation ETF	Added	41,363	+609	$3,187,913	+3.2%	0.68%
FIX	Comfort Systems USA Inc Industrials	Reduced	3,311	-2,115	$3,090,123	−31.0%	0.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,557	-529	$3,067,343	−18.9%	0.66%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,290	-1,814	$2,925,436	−28.1%	0.63%
VXUS	Vanguard Total International Stock ETF	Reduced	37,325	-2,595	$2,815,798	−4.0%	0.60%
LOGI	Logitech International S.A. Technology	Reduced	28,051	-7,043	$2,811,271	−27.0%	0.60%
NFLX	Netflix Inc Communication Services	Added	28,397	+25,091	$2,662,502	−32.8%	0.57%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	25,492	-2,294	$2,325,125	−22.4%	0.50%
WMT	Walmart Inc. Consumer Defensive	Reduced	20,763	-3,627	$2,313,205	−8.0%	0.49%
ODFL	Old Dominion Freight Line, Inc. Industrials	Reduced	14,698	-7,627	$2,304,646	−26.7%	0.49%
RELX	Relx PLC Industrials	Reduced	55,894	-9,355	$2,259,235	−27.5%	0.48%
UNH	Unitedhealth Group Inc Healthcare	Reduced	6,645	-1,493	$2,193,580	−21.9%	0.47%
IBB	iShares Biotechnology ETF	Reduced	11,411	-2,701	$1,925,834	−5.5%	0.41%
MANH	Manhattan Associates Inc Technology	Reduced	10,973	-5,361	$1,901,730	−43.2%	0.41%
SYK	Stryker Corp Healthcare	Added	5,082	+2,791	$1,786,170	+110.9%	0.38%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	3,730	-118	$1,741,387	+6.2%	0.37%
V	Visa Inc. Financial Services	Reduced	4,826	-225	$1,692,526	−1.8%	0.36%

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.