CAPITAL INSIGHT PARTNERS, LLC

CIK 0001664385 • 5 13F filings • Apr 30, 2025 – Apr 15, 2026

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Filer information

Filed by: CAPITAL INSIGHT PARTNERS, LLC, Member
Address: 7328 E. DEER VALLEY RD., STE 105, SCOTTSDALE, AZ, 85255
Phone: 480-295-7070
AUM: $472.5M

AUM over time

$0 latest

Sector allocation over time

Past 4 quarters

Q4 2025

Q3 2025

Q2 2025

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $472.5M132 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$220K	0.0%Prev: 0.0%	1,753 SH	Decreased
AFLAC INC	COM	$1.0M	0.2%Prev: 0.2%	9,272 SH	Decreased-202 SH
ALPHABET INC	CAP STK CL A	$11.6M	2.5%Prev: 1.8%	37,104 SH	Increased-7,939 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.3%Prev: 0.2%	4,558 SH	Increased-990 SH
AMAZON COM INC	COM	$5.7M	1.2%Prev: 1.1%	24,843 SH	Decreased-5,671 SH
AMERICAN ELEC PWR CO INC	COM	$964K	0.2%Prev: 0.2%	8,327 SH	Increased-167 SH
APPLE INC	COM	$12.6M	2.7%Prev: 2.4%	46,516 SH	Decreased-11,225 SH
ARCH CAP GROUP LTD	ORD	$983K	0.2%Prev: 0.2%	10,246 SH	Increased+27 SH
ASML HOLDING N V	N Y REGISTRY SHS	$3.9M	0.8%Prev: 0.7%	3,628 SH	Decreased-864 SH
AXON ENTERPRISE INC	COM	$345K	0.1%Prev: 0.1%	612 SH	Decreased-32 SH
BANK AMERICA CORP	COM	$4.8M	1.0%Prev: 0.9%	87,033 SH	Decreased-16,386 SH
BLUE OWL CAPITAL INC	COM CL A	$438K	0.1%Prev: 0.1%	28,641 SH	Decreased-11,607 SH
BOOKING HOLDINGS INC	COM	$6.6M	1.4%Prev: 1.3%	1,238 SH	Decreased-254 SH
BROADCOM INC	COM	$6.0M	1.3%Prev: 1.0%	17,342 SH	Increased-387 SH
BUNGE GLOBAL SA	COM SHS	$844K	0.2%Prev: 0.1%	9,124 SH	Increased-320 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$13.1M	2.8%Prev: 2.3%	479,150 SH	Decreased-26,612 SH
CASEYS GEN STORES INC	COM	$5.5M	1.2%Prev: 1.6%	9,956 SH	Decreased-6,615 SH
CHECK POINT SOFTWARE TECH LT	ORD	$3.6M	0.8%Prev: 0.8%	19,768 SH	Decreased-4,082 SH
CHEMED CORP NEW	COM	$363K	0.1%Prev: 0.5%	848 SH	Decreased-6,372 SH
COCA COLA CO	COM	$255K	0.1%Prev: 0.0%	3,643 SH	Increased
COMFORT SYS USA INC	COM	$3.1M	0.7%Prev: 0.7%	3,311 SH	Decreased-2,115 SH
COSTCO WHSL CORP NEW	COM	$3.1M	0.6%Prev: 0.6%	3,557 SH	Decreased-529 SH
DARDEN RESTAURANTS INC	COM	$248K	0.1%Prev: 0.0%	1,349 SH	Decreased
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$240K	0.1%	7,030 SH	New
DOMINOS PIZZA INC	COM	$751K	0.2%Prev: 0.1%	1,768 SH	Decreased-51 SH
EATON CORP PLC	SHS	$207K	0.0%Prev: 0.0%	651 SH	Decreased
EDWARDS LIFESCIENCES CORP	COM	$1.2M	0.3%Prev: 0.5%	13,873 SH	Decreased-25,203 SH
ELI LILLY & CO	COM	$1.3M	0.3%Prev: 0.1%	1,177 SH	Increased+413 SH
EOG RES INC	COM	$527K	0.1%Prev: 0.1%	4,912 SH	Decreased+63 SH
EQUITABLE HLDGS INC	COM	$1.0M	0.2%Prev: 0.2%	21,296 SH	Decreased-606 SH
EVEREST GROUP LTD	COM	$722K	0.2%Prev: 0.1%	2,158 SH	Decreased+35 SH
EXXON MOBIL CORP	COM	$249K	0.1%Prev: 0.0%	2,068 SH	Increased
FACTSET RESH SYS INC	COM	$1.1M	0.2%Prev: 0.3%	3,904 SH	Decreased-1,838 SH
FORD MTR CO	COM	$276K	0.1%Prev: 0.0%	21,000 SH	Increased
GFL ENVIRONMENTAL INC	SUB VTG SHS	$1.7M	0.4%Prev: 0.3%	39,034 SH	Decreased-1,758 SH
GLOBAL X FDS	DEFENSE TECH ETF	$4.0M	0.8%Prev: 0.8%	61,594 SH	Decreased-10,709 SH
GRAND CANYON ED INC	COM	$857K	0.2%Prev: 0.2%	5,182 SH	Decreased-230 SH
HCA HEALTHCARE INC	COM	$1.8M	0.4%Prev: 0.3%	3,730 SH	Increased-118 SH
HOME DEPOT INC	COM	$3.3M	0.7%Prev: 0.8%	9,590 SH	Decreased-1,740 SH
HONEYWELL INTL INC	COM	$3.3M	0.7%Prev: 0.7%	17,170 SH	Decreased-2,912 SH
INTERCONTINENTAL EXCHANGE IN	COM	$5.9M	1.2%Prev: 1.1%	36,403 SH	Decreased-4,451 SH
INTUITIVE SURGICAL INC	COM NEW	$8.5M	1.8%Prev: 1.3%	14,979 SH	Increased-2,319 SH
ISHARES TR	7-10 YR TRSY BD	$5.3M	1.1%Prev: 1.0%	54,845 SH	Decreased-6,462 SH
ISHARES TR	CALIF MUN BD ETF	$666K	0.1%Prev: 0.2%	11,585 SH	Decreased-5,489 SH
ISHARES TR	CORE 1 5 YR USD	$13.1M	2.8%Prev: 2.4%	267,939 SH	Decreased-26,525 SH
ISHARES TR	CORE 60/40 BALAN	$1.4M	0.3%Prev: 0.2%	21,041 SH	Increased-88 SH
ISHARES TR	CORE 80/20 AGGRE	$1.8M	0.4%Prev: 0.3%	20,322 SH	Increased+697 SH
ISHARES TR	CORE MSCI EAFE	$211K	0.0%Prev: 0.0%	2,359 SH	Increased
ISHARES TR	CORE MSCI TOTAL	$16.0M	3.4%Prev: 2.7%	188,484 SH	Decreased-7,478 SH
ISHARES TR	CORE S&P500 ETF	$23.7M	5.0%Prev: 4.2%	34,660 SH	Decreased-2,940 SH
ISHARES TR	CORE US AGGBD ET	$23.4M	5.0%Prev: 4.4%	234,552 SH	Decreased-32,321 SH
ISHARES TR	GLB INFRASTR ETF	$3.9M	0.8%Prev: 0.8%	64,224 SH	Decreased-12,317 SH
ISHARES TR	ISHARES BIOTECH	$1.9M	0.4%Prev: 0.3%	11,411 SH	Decreased-2,701 SH
ISHARES TR	ISHS 1-5YR INVS	$1.1M	0.2%Prev: 0.2%	20,635 SH	Decreased-626 SH
ISHARES TR	ISHS 5-10YR INVT	$7.7M	1.6%Prev: 1.5%	142,102 SH	Decreased-22,363 SH
ISHARES TR	JPMORGAN USD EMG	$207K	0.0%Prev: 2.0%	2,145 SH	Decreased-127,290 SH
ISHARES TR	MSCI USA MIN VOL	$1.9M	0.4%Prev: 0.4%	20,602 SH	Decreased-4,403 SH
ISHARES TR	MSCI USA QLT FCT	$484K	0.1%Prev: 0.1%	2,439 SH	Decreased-149 SH
ISHARES TR	NATIONAL MUN ETF	$14.1M	3.0%Prev: 2.6%	131,357 SH	Decreased-16,479 SH
ISHARES TR	RUS 1000 GRW ETF	$485K	0.1%Prev: 0.1%	1,025 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$206K	0.0%Prev: 0.0%	837 SH	Decreased-213 SH
JPMORGAN CHASE & CO.	COM	$8.4M	1.8%Prev: 1.6%	26,141 SH	Decreased-4,283 SH
LOGITECH INTL S A	SHS	$2.8M	0.6%Prev: 0.6%	28,051 SH	Decreased-7,043 SH
MANHATTAN ASSOCIATES INC	COM	$1.9M	0.4%Prev: 0.6%	10,973 SH	Decreased-5,361 SH
MASTERCARD INCORPORATED	CL A	$5.3M	1.1%Prev: 1.0%	9,212 SH	Decreased-1,935 SH
MCDONALDS CORP	COM	$535K	0.1%Prev: 0.1%	1,751 SH	Decreased-149 SH
META PLATFORMS INC	CL A	$8.0M	1.7%Prev: 1.7%	12,054 SH	Decreased-1,692 SH
MICROSOFT CORP	COM	$8.9M	1.9%Prev: 1.8%	18,471 SH	Decreased-2,779 SH
NETAPP INC	COM	$885K	0.2%Prev: 0.2%	8,313 SH	Decreased-243 SH
NETFLIX INC	COM	$2.7M	0.6%Prev: 0.7%	28,397 SH	Decreased+25,091 SH
NOVARTIS AG	SPONSORED ADR	$3.3M	0.7%Prev: 0.6%	23,985 SH	Decreased-4,363 SH
NOVO-NORDISK A S	ADR	$663K	0.1%Prev: 0.4%	13,033 SH	Decreased-31,324 SH
NVIDIA CORPORATION	COM	$16.4M	3.5%Prev: 3.0%	87,461 SH	Decreased-11,038 SH
OLD DOMINION FREIGHT LINE IN	COM	$2.3M	0.5%Prev: 0.5%	14,698 SH	Decreased-7,627 SH
ORACLE CORP	COM	$5.3M	1.1%Prev: 1.5%	27,201 SH	Decreased-4,960 SH
OREILLY AUTOMOTIVE INC	COM	$2.3M	0.5%Prev: 0.5%	25,492 SH	Decreased-2,294 SH
PALANTIR TECHNOLOGIES INC	CL A	$319K	0.1%Prev: 0.1%	1,870 SH	Decreased+15 SH
PALO ALTO NETWORKS INC	COM	$249K	0.1%Prev: 0.4%	1,352 SH	Decreased-11,899 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$340K	0.1%Prev: 0.1%	3,392 SH	Decreased-1,523 SH
PROGRESSIVE CORP	COM	$3.4M	0.7%Prev: 0.7%	14,763 SH	Decreased-3,000 SH
QUEST DIAGNOSTICS INC	COM	$377K	0.1%Prev: 0.1%	2,168 SH	Decreased-146 SH
RELX PLC	SPONSORED ADR	$2.3M	0.5%Prev: 0.5%	55,894 SH	Decreased-9,355 SH
REPUBLIC SVCS INC	COM	$3.8M	0.8%Prev: 1.0%	17,736 SH	Decreased-7,274 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$670K	0.1%Prev: 0.1%	14,709 SH	Decreased-4,838 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$272K	0.1%Prev: 0.1%	11,618 SH	Decreased-18,171 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$347K	0.1%Prev: 0.1%	13,218 SH	Increased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$661K	0.1%Prev: 0.1%	20,262 SH	Decreased-1,234 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$688K	0.1%Prev: 0.1%	23,228 SH	Decreased-1,255 SH
SCHWAB STRATEGIC TR	US REIT ETF	$427K	0.1%Prev: 0.1%	20,449 SH	Decreased-9,491 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.8M	0.4%Prev: 0.3%	64,376 SH	Decreased-10,765 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$6.0M	1.3%	225,583 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$4.3M	0.9%	36,471 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$11.1M	2.4%	123,974 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$7.9M	1.7%	176,410 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.1M	0.2%	19,532 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$7.4M	1.6%	47,997 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.9M	0.4%	12,236 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$4.7M	1.0%	102,709 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$3.4M	0.7%	83,352 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$15.5M	3.3%	107,866 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$4.9M	1.0%	114,733 SH	New
SERVICENOW INC	COM	$1.2M	0.3%Prev: 0.3%	8,405 SH	Decreased+6,712 SH
SPDR GOLD TR	GOLD SHS	$1.2M	0.3%Prev: 0.2%	3,031 SH	Increased+243 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.9M	0.6%Prev: 0.7%	4,290 SH	Decreased-1,814 SH
SPDR SERIES TRUST	STATE STREET SPD	$8.5M	1.8%	283,125 SH	New
STRYKER CORPORATION	COM	$1.8M	0.4%Prev: 0.1%	5,082 SH	Increased+2,791 SH
SUMITOMO MITSUI FINL GROUP I	SPONSORED ADR	$1.0M	0.2%Prev: 0.1%	53,007 SH	Increased-478 SH
TESLA INC	COM	$420K	0.1%Prev: 0.1%	934 SH	Increased+224 SH
THE TRADE DESK INC	COM CL A	$329K	0.1%	8,721 SH	New
TIM S A	SPONSORED ADR	$1.3M	0.3%	66,596 SH	New
TJX COS INC NEW	COM	$3.5M	0.7%Prev: 0.6%	22,858 SH	Decreased-4,140 SH
TRACTOR SUPPLY CO	COM	$665K	0.1%Prev: 0.3%	13,293 SH	Decreased-19,577 SH
UNITEDHEALTH GROUP INC	COM	$2.2M	0.5%Prev: 0.5%	6,645 SH	Decreased-1,493 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$14.6M	3.1%Prev: 2.5%	186,865 SH	Decreased-6,849 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$550K	0.1%Prev: 0.1%	6,974 SH	Decreased-2,863 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.7M	0.4%Prev: 0.3%	23,072 SH	Decreased-258 SH
VANGUARD INDEX FDS	GROWTH ETF	$328K	0.1%	673 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$428K	0.1%	1,532 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$5.0M	1.1%Prev: 0.9%	17,337 SH	Decreased-1,719 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$342K	0.1%Prev: 0.1%	3,867 SH	Decreased-1,385 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$275K	0.1%Prev: 0.0%	439 SH	Increased+24 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$245K	0.1%	810 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$4.1M	0.9%Prev: 0.7%	12,290 SH	Increased-109 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$16.4M	3.5%Prev: 2.6%	347,920 SH	Increased+11,193 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.8M	0.6%Prev: 0.5%	37,325 SH	Decreased-2,595 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$418K	0.1%	4,569 SH	New
VANGUARD WORLD FD	ENERGY ETF	$385K	0.1%Prev: 0.1%	3,058 SH	Decreased-343 SH
VANGUARD WORLD FD	INF TECH ETF	$472K	0.1%Prev: 0.1%	626 SH	Increased
VISA INC	COM CL A	$1.7M	0.4%Prev: 0.3%	4,826 SH	Decreased-225 SH
WALMART INC	COM	$2.3M	0.5%Prev: 0.4%	20,763 SH	Decreased-3,627 SH
WELLS FARGO CO NEW	COM	$220K	0.0%	2,359 SH	New
ZOETIS INC	CL A	$660K	0.1%Prev: 0.1%	5,240 SH	Decreased-252 SH

Sold (vs prior filing)

ALTRIA GROUP INC — $230K
AMERICAN TOWER CORP — $531K
BERKSHIRE HATHAWAY INC DEL — $228K
CANADIAN PACIFIC KANSAS CITY — $723K
CATERPILLAR INC — $885K
COGNIZANT TECHNOLOGY SOLUTIONS CORP — $651K
CONOCOPHILLIPS — $595K
CORPAY — $745K
DANAHER CORPORATION — $817K
DATADOG — $757K
DEERE & CO — $856K
FREEPORT-MCMORAN INC — $551K
FTI CONSULTING INC — $598K
GLOBAL X FDS — $289K
GRAPHIC PACKAGING HLDG CO — $984K
HUNTINGTON INGALLS INDS INC — $634K
INTERNATIONAL BUSINESS MACHS — $219K
ISHARES TR — $218K
ISHARES TR — $287K
J P MORGAN EXCHANGE TRADED F — $238K
… and 31 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001104659-26-015960	$472.5M	View
Oct 14, 2025	Q3 2025	13F-HR	0001104659-25-098878	$604.0M	View
Jul 17, 2025	Q2 2025