CAPITAL INSIGHT PARTNERS, LLC

CIK

1664385

Location

SCOTTSDALE, AZ

Portfolio Value

Small $472,521,110

Diversification

Diversified

Filing Date

Global Rank

#3,694 / 8,854 ▼ 562 · as of Dec 2025

Top Industry

Semiconductors 10.9%

Period ended 10 months ago

Filed Feb 17, 2026 · 9mo

24 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style

Diversified active

Top 10 weight 57.7%, 12.7 effective positions, active share 67.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

19.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.0 quarters (12+), a floor since 45.4% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 67.8%; sector active share 44.3% against the combined 13F book's sector weights.

Over time 24 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

23.8%

+0.9 pts

Top 5

44.7%

+1.3 pts

Top 10

57.7%

+2.8 pts

HHI

790

Diversified+68

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	56.7%	$267,816,769	60
Technology	13.6%	$64,215,905	13
Financial Services	7.8%	$37,046,436	15
Consumer Cyclical	6.3%	$29,883,877	12
Communication Services	5.4%	$25,289,419	6
Healthcare	4.7%	$22,240,111	12
Industrials	3.6%	$16,993,922	8
Consumer Defensive	1.5%	$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

20 positions

Ticker	Company	Δ Shares	Shares	Value
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+69,516	176,410	$7,887,291
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+48,204	107,866	$15,529,468
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+46,312	114,733	$4,897,951
—		+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
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	+15,181	35,459	$4,234,159
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+11,193	347,920	$16,380,073
NOW	ServiceNow, Inc.	+6,712	8,405	$1,287,561
SYK	Stryker Corp	+2,791	5,082	$1,786,170
—		+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
VOO	VANGUARD 500 INDEX FUND	+24	439	$275,310
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
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	−127,290	2,145	$206,520
AGG	iShares Core U.S. Aggregate Bond ETF	−32,321	234,552	$23,427,053
NVO	Novo Nordisk A S	−31,324	13,033	$663,119
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	−28,607	247,535	$6,173,522
CGMU	Capital Group Municipal Income ETF	−26,612	479,150	$13,119,127
ISTB	iShares Core 1-5 Year USD Bond ETF	−26,525	267,939	$13,062,026
EW	Edwards Lifesciences Corp	−25,203	13,873	$1,182,673
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	−22,363	142,102	$7,656,455
TSCO	Tractor Supply Co	−19,577	13,293	$664,782
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	−19,062	83,352	$3,363,253
SCHZ	Schwab U.S. Aggregate Bond ETF	−18,171	11,618	$271,512
—		−18,005	88,515	$6,875,845
MUB	iShares National Muni Bond ETF	−16,479	131,357	$14,069,648
BAC	Bank Of America Corp	−16,386	87,033	$4,786,815
IGF	iShares Global Infrastructure ETF	−12,317	64,224	$3,940,784
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
SCHA	Schwab U.S. Small-Cap ETF	−10,765	64,376	$1,833,428
SHLD	Global X Defense Tech ETF	−10,709	61,594	$3,990,675
SCHH	Schwab U.S. REIT ETF	−9,491	20,449	$427,179
RELX	Relx PLC	−9,355	55,894	$2,259,235
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−8,194	47,997	$7,429,935
KRE	State Street(R) SPDR(R) S&P(R) Regional Banking ETF	−8,031	35,590	$2,306,587
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
SCHP	Schwab U.S. TIPS ETF	225,583	$5,975,693
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	1,532	$427,642
VIGI	Vanguard Whitehall Funds	4,569	$417,835
VUG	VANGUARD GROWTH INDEX FUND	673	$328,329
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	810	$244,709
DFLV	Dimensional US Large Cap Value ETF	7,030	$240,496
WFC	Wells Fargo & Company	2,359	$219,858
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PRAY	NEOS ETF Trust	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	6,970	$878,498
DE	Deere & Co	1,872	$855,990
TS	Tenaris SA	23,485	$840,058
DHR	Danaher Corp	4,120	$816,831
DDOG	Datadog, Inc.	5,317	$757,140
CPAY	Corpay, Inc.	2,585	$744,635
CP	Canadian Pacific Kansas City Ltd	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
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	7,007	$560,069
FCX	Freeport-Mcmoran Inc	14,055	$551,237
AMT	American Tower Corp	2,760	$530,803
NEE	Nextera Energy Inc	6,940	$523,900
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

134 tracked positions · $472,521,110 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 134 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	34,660	-2,940	$23,740,020	−5.7%	24+	before history	5.02%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	234,552	-32,321	$23,427,053	−12.4%	24+	before history	4.96%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Added	347,920	+11,193	$16,380,073	+3.6%	7	$45.94	3.47%
NVDA	Nvidia Corp Technology	Reduced	87,461	-11,038	$16,311,476	−11.2%	19	unpriced	3.45%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	188,484	-7,478	$15,953,285	−1.4%	24+	before history	3.38%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	107,866	+48,204	$15,529,468	−7.7%	23	unpriced	3.29%
BIV	Vanguard Bond Index Funds	Reduced	186,865	-6,849	$14,553,046	−3.8%	11	$76.03	3.08%
MUB	iShares National Muni Bond ETF	Reduced	131,357	-16,479	$14,069,648	−10.6%	24+	before history	2.98%
CGMU	Capital Group Municipal Income ETF	Reduced	479,150	-26,612	$13,119,127	−4.9%	2	$26.88	2.78%
ISTB	iShares Core 1-5 Year USD Bond ETF	Reduced	267,939	-26,525	$13,062,026	−9.2%	24+	before history	2.76%
AAPL	Apple Inc. Technology	Reduced	46,516	-11,225	$12,645,839	−14.0%	24+	before history	2.68%
GOOGL	Alphabet Inc. Communication Services	Reduced	37,104	-7,939	$11,613,552	+6.1%	24+	before history	2.46%
MSFT	Microsoft Corp Technology	Reduced	18,471	-2,779	$8,932,945	−18.8%	24+	before history	1.89%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	14,979	-2,319	$8,483,506	+9.7%	12	$279.28	1.80%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	26,141	-4,283	$8,423,153	−12.2%	24+	before history	1.78%
META	Meta Platforms, Inc. Communication Services	Reduced	12,054	-1,692	$7,956,724	−21.2%	24+	before history	1.68%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	176,410	+69,516	$7,887,291	−17.4%	24+	before history	1.67%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	Reduced	142,102	-22,363	$7,656,455	−13.9%	20	unpriced	1.62%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	47,997	-8,194	$7,429,935	−5.0%	23	unpriced	1.57%
		Reduced	88,515	-18,005	$6,875,845	—	23	unpriced	1.46%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	1,238	-254	$6,629,898	−17.7%	12	$2,508.64	1.40%
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	Reduced	247,535	-28,607	$6,173,522	−10.3%	13	unpriced	1.31%
AVGO	Broadcom Inc. Technology	Reduced	17,342	-387	$6,002,066	+2.6%	9	unpriced	1.27%
SCHP	Schwab U.S. TIPS ETF	NEW	225,583	NEW	$5,975,693	NEW	1	$26.82	1.26%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	36,403	-4,451	$5,895,829	−14.3%	23	$108.91	1.25%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,843	-5,671	$5,734,261	−14.4%	24+	before history	1.21%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	9,956	-6,615	$5,502,780	−41.3%	24+	before history	1.16%
ORCL	Oracle Corp Technology	Reduced	27,201	-4,960	$5,301,746	−41.4%	24+	before history	1.12%
IEF	iShares 7-10 Year Treasury Bond ETF	Reduced	54,845	-6,462	$5,273,895	−10.8%	3	unpriced	1.12%
MA	Mastercard Inc Financial Services	Reduced	9,212	-1,935	$5,258,946	−17.1%	24+	before history	1.11%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	17,337	-1,719	$5,031,544	−10.1%	24+	before history	1.06%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	114,733	+46,312	$4,897,951	−17.9%	5	unpriced	1.04%
BAC	Bank Of America Corp Financial Services	Reduced	87,033	-16,386	$4,786,815	−10.3%	24+	before history	1.01%
		Added	102,709	+43,839	$4,657,853	−11.7%	23	$35.18	0.99%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Reduced	36,471	-6,186	$4,293,366	−15.0%	4	unpriced	0.91%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Added	35,459	+15,181	$4,234,159	−12.9%	23	unpriced	0.90%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	12,290	-109	$4,120,468	+1.3%	23	unpriced	0.87%
SHLD	Global X Defense Tech ETF	Reduced	61,594	-10,709	$3,990,675	−21.4%	2	unpriced	0.84%
IGF	iShares Global Infrastructure ETF	Reduced	64,224	-12,317	$3,940,784	−15.8%	24+	before history	0.83%
ASML	Asml Holding NV Technology	Reduced	3,628	-864	$3,881,452	−10.7%	9	$683.68	0.82%
RSG	Republic Services, Inc. Industrials	Reduced	17,736	-7,274	$3,758,790	−34.5%	24+	before history	0.80%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	19,768	-4,082	$3,668,150	−25.7%	16	$139.77	0.78%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	22,858	-4,140	$3,511,217	−10.0%	16	$84.43	0.74%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Reduced	83,352	-19,062	$3,363,253	−22.1%	23	unpriced	0.71%
PGR	Progressive Corp Financial Services	Reduced	14,763	-3,000	$3,361,830	−23.4%	24+	before history	0.71%
HON	Honeywell International Inc Industrials	Reduced	17,170	-2,912	$3,349,695	−20.8%	24+	before history	0.71%
NVS	Novartis AG Healthcare	Reduced	23,985	-4,363	$3,306,811	−9.0%	7	$103.00	0.70%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	9,590	-1,740	$3,299,919	−28.1%	24+	before history	0.70%
FIX	Comfort Systems USA Inc Industrials	Reduced	3,311	-2,115	$3,090,123	−31.0%	3	$498.73	0.65%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	3,557	-529	$3,067,343	−18.9%	11	$866.01	0.65%

Showing the top 50 of 134 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.