CAPITAL INSIGHT PARTNERS, LLC

CIK

1664385

Location

SCOTTSDALE, AZ

Portfolio Value

Small $206,330,925

Diversification

Diversified

Filing Date

Global Rank

#4,261 / 8,664 ▼ 684 · as of Dec 2025

Top Industry

Semiconductors 11.0%

3Y Alpha vs SPY

-9.9%

Period ended 6 months ago

Filed Feb 17, 2026 · 5mo

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+40.3%

SPY

+76.5%

Annualised alpha

-8.9%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

7.9%

+1.1 pts

Top 5

28.1%

+4.0 pts

Top 10

45.0%

+4.7 pts

HHI

307

Diversified+55

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	31.1%	$64,215,905	13
Financial Services	17.4%	$35,976,669	14
Consumer Cyclical	14.5%	$29,883,877	12
Communication Services	11.6%	$23,859,119	5
Healthcare	10.8%	$22,240,111	12
Industrials	8.2%	$16,993,922	8
Consumer Defensive	3.5%	$7,309,813	5
Unclassified	2.0%	$4,126,651	2
Utilities	0.5%	$960,186	1
Energy	0.4%	$764,672	2

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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.	−7,939	37,104	$11,613,552
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
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
PGR	Progressive Corp/Oh/	−3,000	14,763	$3,361,830
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

74 positions · $206,330,925 total · as of Dec 31, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	87,461	-11,038	$16,311,476	−11.2%	7.91%
AAPL	Apple Inc. Technology	Reduced	46,516	-11,225	$12,645,839	−14.0%	6.13%
GOOGL	Alphabet Inc. Communication Services	Reduced	37,104	-7,939	$11,613,552	+6.1%	5.63%
MSFT	Microsoft Corp Technology	Reduced	18,471	-2,779	$8,932,945	−18.8%	4.33%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	14,979	-2,319	$8,483,506	+9.7%	4.11%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	26,141	-4,283	$8,423,153	−12.2%	4.08%
META	Meta Platforms, Inc. Communication Services	Reduced	12,054	-1,692	$7,956,724	−21.2%	3.86%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	1,238	-254	$6,629,898	−17.7%	3.21%
AVGO	Broadcom Inc. Technology	Reduced	17,342	-387	$6,002,066	+2.6%	2.91%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	36,403	-4,451	$5,895,829	−14.3%	2.86%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,843	-5,671	$5,734,261	−14.4%	2.78%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	9,956	-6,615	$5,502,780	−41.3%	2.67%
ORCL	Oracle Corp Technology	Reduced	27,201	-4,960	$5,301,746	−41.4%	2.57%
MA	Mastercard Inc Financial Services	Reduced	9,212	-1,935	$5,258,946	−17.1%	2.55%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	87,033	-16,386	$4,786,815	−10.3%	2.32%
ASML	Asml Holding NV Technology	Reduced	3,628	-864	$3,881,452	−10.7%	1.88%
RSG	Republic Services, Inc. Industrials	Reduced	17,736	-7,274	$3,758,790	−34.5%	1.82%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	19,768	-4,082	$3,668,150	−25.7%	1.78%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	22,858	-4,140	$3,511,217	−10.0%	1.70%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	14,763	-3,000	$3,361,830	−23.4%	1.63%
HON	Honeywell International Inc Industrials	Reduced	17,170	-2,912	$3,349,695	−15.9%	1.62%
NVS	Novartis AG Healthcare	Reduced	23,985	-4,363	$3,306,811	−9.0%	1.60%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	9,590	-1,740	$3,299,919	−28.1%	1.60%
FIX	Comfort Systems USA Inc Industrials	Reduced	3,311	-2,115	$3,090,123	−31.0%	1.50%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,557	-529	$3,067,343	−18.9%	1.49%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,290	-1,814	$2,925,436	−28.1%	1.42%
LOGI	Logitech International S.A. Technology	Reduced	28,051	-7,043	$2,811,271	−27.0%	1.36%
NFLX	Netflix Inc Communication Services	Added	28,397	+25,091	$2,662,502	+571.7%	1.29%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	25,492	-2,294	$2,325,125	−22.4%	1.13%
WMT	Walmart Inc. Consumer Defensive	Reduced	20,763	-3,627	$2,313,205	−8.0%	1.12%
ODFL	Old Dominion Freight Line, Inc. Industrials	Reduced	14,698	-7,627	$2,304,646	−26.7%	1.12%
RELX	Relx PLC Industrials	Reduced	55,894	-9,355	$2,259,235	−27.5%	1.09%
UNH	Unitedhealth Group Inc Healthcare	Reduced	6,645	-1,493	$2,193,580	−21.9%	1.06%
MANH	Manhattan Associates Inc Technology	Reduced	10,973	-5,361	$1,901,730	−43.2%	0.92%
SYK	Stryker Corp Healthcare	Added	5,082	+2,791	$1,786,170	+110.9%	0.87%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	3,730	-118	$1,741,387	+6.2%	0.84%
V	Visa Inc. Financial Services	Reduced	4,826	-225	$1,692,526	−1.8%	0.82%
GFL	GFL Environmental Inc. Industrials	Reduced	39,034	-1,758	$1,676,510	−13.3%	0.81%
TIMB	Tim S.A. Communication Services	Added	66,596	+16,596	$1,295,292	+16.1%	0.63%
NOW	ServiceNow, Inc. Technology	Added	8,405	+6,712	$1,287,561	+313.2%	0.62%
LLY	ELI LILLY & Co Healthcare	Added	1,177	+413	$1,264,898	+117.0%	0.61%
GLD	Spdr Gold Trust	Added	3,031	+243	$1,201,215	+21.2%	0.58%
EW	Edwards Lifesciences Corp Healthcare	Reduced	13,873	-25,203	$1,182,673	−61.1%	0.57%
FDS	Factset Research Systems Inc Financial Services	Reduced	3,904	-1,838	$1,132,901	−31.1%	0.55%
SMFG	Sumitomo Mitsui Financial Group, Inc. Financial Services	Reduced	53,007	-478	$1,024,625	+14.4%	0.50%
AFL	Aflac Inc Financial Services	Reduced	9,272	-202	$1,022,423	−3.4%	0.50%
EQH	Equitable Holdings, Inc. Financial Services	Reduced	21,296	-606	$1,014,754	−8.8%	0.49%
ACGL	Arch Capital Group Ltd. Financial Services	Added	10,246	+27	$982,796	+6.0%	0.48%
AEP	American Electric Power Co Inc Utilities	Reduced	8,327	-167	$960,186	+0.5%	0.47%
NTAP	NetApp, Inc. Technology	Reduced	8,313	-243	$890,239	−12.2%	0.43%