13F-HR filed by CAPITAL INSIGHT PARTNERS, LLC
CAPITAL INSIGHT PARTNERS, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-24, with 156 holding rows worth $578,537,821.
- Accession
- 0001104659-25-005828
- Filer
- CIK 1664385
- Filed
- 2025-01-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 156 entries on the cover page, a total value of $578,537,821 stated on the cover page (in dollars after the unit check, H1), rows summing to $578,537,821 with VALUE read as dollars as filed, 13F file number 028-17100. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 303,403 | $29,399,751 | dollars as filed | |
| NEOS ETF TRUST | 78433H204 | FIS CHRISTIAN | 1,006,479 | $29,043,160 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 255,976 | $27,274,243 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 29,167 | $17,170,030 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 361,723 | $16,400,521 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 210,757 | $15,749,871 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 318,526 | $15,215,988 | dollars as filed | |
| Apple Inc | 037833100 | COM | 60,402 | $15,125,862 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 144,597 | $12,874,917 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 198,539 | $10,226,744 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 113,993 | $9,764,641 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 17,946 | $9,367,095 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 65,721 | $9,041,238 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 114,572 | $9,006,505 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 15,124 | $8,855,254 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 20,320 | $8,564,880 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 45,107 | $8,538,756 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 1,705 | $8,471,157 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 33,285 | $7,978,748 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 56,229 | $7,550,993 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 215,430 | $7,395,712 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 17,830 | $7,064,781 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 234,188 | $6,992,854 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 105,327 | $6,966,328 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 31,264 | $6,859,009 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 12,931 | $6,809,077 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 261,892 | $6,699,198 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 39,113 | $6,517,791 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 42,767 | $6,372,711 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 26,273 | $5,934,808 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 21,872 | $5,777,052 | dollars as filed | |
| CHEMED CORP NEW | 16359R103 | COM | 10,633 | $5,633,364 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 123,047 | $5,407,916 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 63,885 | $5,375,284 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 22,215 | $5,165,432 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 25,222 | $5,074,162 | dollars as filed | |
| COGENT COMMUNICATIONS GROUP | 19239V302 | COM NEW | 65,476 | $5,046,236 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 121,994 | $4,961,496 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 12,244 | $4,762,794 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 89,692 | $4,759,058 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 25,166 | $4,698,493 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 9,247 | $4,677,688 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 62,492 | $4,626,283 | dollars as filed | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 25,742 | $4,540,889 | dollars as filed | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 9,454 | $4,540,568 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 52,212 | $4,491,277 | dollars as filed | |
| TENARIS S A SPONSORED ADS | 88031M109 | ADR | 116,507 | $4,402,800 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 18,284 | $4,381,030 | dollars as filed | |
| ISHARES TR | 464288372 | COM | 82,515 | $4,313,060 | dollars as filed | |
| LOGITECH INTL S A SHS | H50430232 | Stock | 51,687 | $4,256,425 | dollars as filed | |
| MANHATTAN ASSOCIATES INC COM | 562750109 | Stock | 14,992 | $4,051,439 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 62,676 | $3,951,722 | dollars as filed | |
| SPY | 78462F103 | SHS | 6,380 | $3,739,327 | dollars as filed | |
| VTI | 922908769 | COM | 12,782 | $3,704,352 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 134,086 | $3,467,464 | dollars as filed | |
| VALVOLINE INC COM | 92047W101 | Stock | 95,071 | $3,439,669 | dollars as filed | |
| NORDSON CORP | 655663102 | COM | 16,336 | $3,418,145 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 89,517 | $3,359,574 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 27,328 | $3,301,496 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 4,691 | $3,251,239 | dollars as filed | |
| RELX PLC SPONSORED ADR | 759530108 | ADR | 70,087 | $3,183,352 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 49,695 | $3,173,523 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 42,775 | $2,952,759 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 40,557 | $2,935,111 | dollars as filed | |
| GENTEX CORP COM | 371901109 | Stock | 100,855 | $2,897,565 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 29,669 | $2,887,091 | dollars as filed | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 32,534 | $2,885,116 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 45,342 | $2,672,005 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 34,300 | $2,595,481 | dollars as filed | |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 13,286 | $2,585,589 | dollars as filed | |
| FTI CONSULTING INC | 302941109 | COM | 13,477 | $2,575,860 | dollars as filed | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 44,511 | $2,523,774 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 12,872 | $2,342,190 | dollars as filed | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 15,867 | $2,097,777 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 15,984 | $2,013,185 | dollars as filed | |
| GFL ENVIRONMENTAL INC SUB VTG SHS | 36168Q104 | Stock | 39,752 | $1,770,555 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 5,416 | $1,711,673 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,571 | $1,665,449 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 22,688 | $1,631,495 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 30,365 | $1,569,871 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,526 | $1,512,988 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 19,734 | $1,511,822 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 6,670 | $1,496,415 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 11,196 | $1,475,185 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,456 | $1,334,090 | dollars as filed | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 48,890 | $1,327,853 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 26,487 | $1,327,794 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 20,849 | $1,195,037 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,424 | $1,099,328 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 3,658 | $1,097,949 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 13,139 | $1,024,974 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 21,130 | $1,021,213 | dollars as filed | |
| EQUITABLE HLDGS INC COM | 29452E101 | Stock | 21,016 | $991,325 | dollars as filed | |
| NEOS ETF TRUST | 78433H501 | NEOS ENH INC 1-3 | 19,751 | $984,000 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 12,625 | $975,534 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 1,383 | $974,241 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 8,278 | $960,911 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 9,198 | $951,442 | dollars as filed | |
| ARCH CAP GROUP LTD ORD | G0450A105 | Stock | 10,000 | $923,500 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 43,775 | $921,902 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 6,760 | $921,862 | dollars as filed | |
| BLUE OWL CAPITAL INC COM CL A | 09581B103 | Stock | 39,107 | $909,629 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,711 | $897,163 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 40,617 | $895,199 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 5,385 | $877,379 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 38,146 | $865,915 | dollars as filed | |
| GRAND CANYON ED INC COM | 38526M106 | Stock | 5,215 | $854,217 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 2,508 | $848,758 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 1,314 | $835,744 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 3,482 | $799,294 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 10,288 | $778,699 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 2,081 | $749,265 | dollars as filed | |
| EVEREST GROUP LTD COM | G3223R108 | Stock | 2,063 | $747,755 | dollars as filed | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 1,768 | $742,136 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 5,156 | $736,741 | dollars as filed | |
| Deere & Company | 244199105 | COM | 1,738 | $736,391 | dollars as filed | |
| ISHARES TR | 464288356 | CALIF MUN BD ETF | 12,700 | $727,456 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 9,412 | $723,783 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 7,745 | $714,322 | dollars as filed | |
| BUNGE GLOBAL SA COM SHS | H11356104 | Stock | 9,185 | $714,226 | dollars as filed | |
| SUMITOMO MITSUI FIN GRP INC | 86562M209 | SPONSORED ADR | 49,157 | $712,285 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 26,060 | $679,385 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,855 | $672,920 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 23,718 | $661,021 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 7,268 | $647,434 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 6,105 | $605,433 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 3,273 | $600,301 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 4,702 | $576,372 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,920 | $556,589 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 7,820 | $552,562 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 13,635 | $519,221 | dollars as filed | |
| ENERGIZER HLDGS INC COM | 29272W109 | Stock | 14,802 | $516,442 | dollars as filed | |
| Vanguard Energy ETF | 92204A306 | SHS | 4,177 | $506,712 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,894 | $458,595 | dollars as filed | |
| OSHKOSH CORP COM | 688239201 | Stock | 4,428 | $420,970 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,025 | $411,620 | dollars as filed | |
| HUNTINGTON INGALLS INDS INC COM | 446413106 | Stock | 2,165 | $409,121 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 878 | $397,980 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 3,775 | $378,784 | dollars as filed | |
| VGT | 92204A702 | SHS | 599 | $372,459 | dollars as filed | |
| AMERICOLD REALTY TRUST INC COM | 03064D108 | REIT | 17,022 | $364,271 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 884 | $356,995 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 1,876 | $334,079 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 12,999 | $312,756 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 13,218 | $300,049 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 1,349 | $251,845 | dollars as filed | |
| GLOBAL X FDS | 37954Y673 | US INFR DEV ETF | 6,209 | $250,906 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,125 | $248,580 | dollars as filed | |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 78464A391 | SHS | 12,656 | $247,172 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 2,630 | $233,518 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,643 | $226,814 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 5,049 | $226,549 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 418 | $225,223 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,083 | $224,069 | dollars as filed | |
| IJH | 464287507 | COM | 3,365 | $209,674 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 21,000 | $207,900 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-25-005828 | this filing | 2025-01-24 | acceptance time not in the bulk data set |