Capital Insight Partners, LLC
- SEC CIK
- 0001664385
- Latest filing
- Apr 15, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 2, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 150
- +6 vs. Q1 2021
- Portfolio value
- $442.7M
- +$31.1M (+7.6%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46432F859 | CORE 1 5 YR USD | 447,473 | $23.0M | 5.2% | +46,162+11.5% | Added | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 281,578 | $17.0M | 3.8% | +27,359+10.8% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 215,100 | $11.8M | 2.7% | +25,756+13.6% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 25,269 | $10.9M | 2.5% | +495+2.0% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 91,297 | $10.5M | 2.4% | +6,033+7.1% | Added | – |
| AAPLApple Inc. | Stock | 73,038 | $10.0M | 2.3% | +2,962+4.2% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 80,531 | $9.44M | 2.1% | +12,095+17.7% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 63,369 | $9.36M | 2.1% | −5,081−7.4% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 94,925 | $8.15M | 1.8% | +1,703+1.8% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 97,294 | $7.99M | 1.8% | +6,404+7.0% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 184,632 | $7.68M | 1.7% | +9,567+5.5% | Added | – |
| GOOGLAlphabet Inc. | Stock | 3,045 | $7.43M | 1.7% | −15−0.5% | Reduced | History |
| Schwab U.S. REIT ETF808524847 | ETF | 148,351 | $6.79M | 1.5% | −5,901−3.8% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 76,549 | $6.33M | 1.4% | +1,665+2.2% | Added | – |
| METAMeta Platforms, Inc. | Stock | 17,522 | $6.09M | 1.4% | +100+0.6% | Added | History |
| CMCSAComcast Corp | Stock | 99,016 | $5.65M | 1.3% | +1,423+1.5% | Added | History |
| HONHoneywell International Inc | COM | 25,525 | $5.60M | 1.3% | −1,333−5.0% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 76,102 | $5.00M | 1.1% | +347+0.5% | Added | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 85,559 | $4.99M | 1.1% | +5,285+6.6% | Added | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 109,673 | $4.98M | 1.1% | +5,967+5.8% | Added | – |
| JNJJohnson & Johnson | Stock | 29,564 | $4.87M | 1.1% | +760+2.6% | Added | History |
| BACBank of America Corp | Stock | 115,953 | $4.78M | 1.1% | −748−0.6% | Reduced | History |
| TFCTruist Financial Corp | COM | 85,982 | $4.77M | 1.1% | +22,032+34.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 30,079 | $4.68M | 1.1% | +37+0.1% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,786 | $4.62M | 1.0% | −585−5.1% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,525 | $4.57M | 1.0% | −2,212−9.7% | Reduced | – |
| MAMastercard Inc | Stock | 12,184 | $4.45M | 1.0% | +140+1.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 16,390 | $4.44M | 1.0% | −224−1.3% | Reduced | History |
| iShares Tr464288612 | INTRM GOV CR ETF | 37,669 | $4.36M | 1.0% | −491−1.3% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 58,872 | $4.32M | 1.0% | +1,048+1.8% | Added | – |
| EWEdwards Lifesciences Corp | Stock | 39,442 | $4.08M | 0.9% | +1,007+2.6% | Added | History |
| TREXTrex Co Inc | COM | 39,785 | $4.07M | 0.9% | −1,432−3.5% | Reduced | History |
| MANManpowerGroup Inc. | COM | 33,050 | $3.93M | 0.9% | +33,050 | New | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 73,600 | $3.93M | 0.9% | −2,999−3.9% | Reduced | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 87,241 | $3.87M | 0.9% | +12,708+17.1% | Added | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 45,655 | $3.76M | 0.8% | −309−0.7% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 68,203 | $3.67M | 0.8% | +1,336+2.0% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 28,982 | $3.65M | 0.8% | −480−1.6% | Reduced | – |
| MCOMoodys Corp | Stock | 9,862 | $3.57M | 0.8% | +258+2.7% | Added | History |
| CHEChemed Corp | COM | 7,489 | $3.55M | 0.8% | +766+11.4% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 1,619 | $3.54M | 0.8% | +66+4.2% | Added | History |
| CLColgate Palmolive Co | Stock | 41,557 | $3.38M | 0.8% | +1,928+4.9% | Added | History |
| First Rep BK San Francisco C33616C100 | COM | 17,901 | $3.35M | 0.8% | +282+1.6% | Added | – |
| MDTMedtronic plc | Stock | 26,909 | $3.34M | 0.8% | +475+1.8% | Added | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 43,108 | $3.31M | 0.7% | +1,201+2.9% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 23,188 | $3.29M | 0.7% | +2,422+11.7% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 8,518 | $3.15M | 0.7% | +6+0.1% | Added | History |
| FDSFactset Research Systems Inc | Stock | 9,313 | $3.13M | 0.7% | +532+6.1% | Added | History |
| HDHome Depot, Inc. | Stock | 9,742 | $3.11M | 0.7% | +182+1.9% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 46,114 | $3.09M | 0.7% | −662−1.4% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,880 | $3.06M | 0.7% | +512+4.1% | Added | – |
| PEPPepsiCo Inc | Stock | 20,552 | $3.04M | 0.7% | +734+3.7% | Added | History |
| Schwab US Tips ETF808524870 | ETF | 48,192 | $3.01M | 0.7% | −789−1.6% | Reduced | – |
| ODFLOld Dominion Freight Line, Inc. | COM | 11,865 | $3.01M | 0.7% | −4,438−27.2% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 55,413 | $3.01M | 0.7% | −782−1.4% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 7,506 | $3.01M | 0.7% | +184+2.5% | Added | History |
| MANHManhattan Associates Inc | Stock | 20,505 | $2.97M | 0.7% | −3,690−15.3% | Reduced | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 93,552 | $2.93M | 0.7% | −1,402−1.5% | Reduced | – |
| PFEPfizer Inc | Stock | 74,395 | $2.91M | 0.7% | +2,461+3.4% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 24,114 | $2.86M | 0.6% | −805−3.2% | Reduced | History |
| NKENIKE, Inc. | Stock | 18,193 | $2.81M | 0.6% | +770+4.4% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 20,357 | $2.76M | 0.6% | −383−1.8% | Reduced | – |
| UPSUnited Parcel Service Inc | Stock | 13,087 | $2.72M | 0.6% | −360−2.7% | Reduced | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 26,068 | $2.66M | 0.6% | −1,427−5.2% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 771 | $2.65M | 0.6% | +130+20.3% | Added | History |
| NDSNNordson Corp | COM | 12,046 | $2.64M | 0.6% | +909+8.2% | Added | History |
| ORCLOracle Corp | Stock | 33,906 | $2.64M | 0.6% | +377+1.1% | Added | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 46,375 | $2.59M | 0.6% | +46,375 | New | History |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 62,990 | $2.54M | 0.6% | +10,758+20.6% | Added | – |
| STTState Street Corp | COM | 29,904 | $2.46M | 0.6% | −526−1.7% | Reduced | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 13,518 | $2.41M | 0.5% | −147−1.1% | Reduced | – |
| GDDYGoDaddy Inc. | CL A | 27,470 | $2.39M | 0.5% | +893+3.4% | Added | History |
| GNTXGentex Corp | COM | 71,184 | $2.35M | 0.5% | −1,225−1.7% | Reduced | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 35,927 | $2.35M | 0.5% | −611−1.7% | Reduced | – |
| TSCOTractor Supply Co | COM | 12,464 | $2.32M | 0.5% | −183−1.4% | Reduced | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 32,836 | $2.30M | 0.5% | −450−1.4% | Reduced | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 61,761 | $2.27M | 0.5% | −2,802−4.3% | Reduced | – |
| VVVValvoline Inc | COM | 69,169 | $2.25M | 0.5% | +69,169 | New | History |
| YUMCYum China Holdings, Inc. | COM | 33,446 | $2.22M | 0.5% | +1,464+4.6% | Added | History |
| CASYCaseys General Stores Inc | COM | 11,236 | $2.19M | 0.5% | +383+3.5% | Added | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 42,397 | $2.17M | 0.5% | −541−1.3% | Reduced | – |
| BDXBecton Dickinson & Co | Stock | 8,508 | $2.07M | 0.5% | −55−0.6% | Reduced | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 19,536 | $2.04M | 0.5% | +1,403+7.7% | Added | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 27,379 | $2.00M | 0.5% | +318+1.2% | Added | History |
| RSGRepublic Services, Inc. | COM | 17,903 | $1.97M | 0.4% | +350+2.0% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 33,233 | $1.94M | 0.4% | +2,277+7.4% | Added | History |
| VVisa Inc. | Stock | 8,264 | $1.93M | 0.4% | −247−2.9% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 34,092 | $1.89M | 0.4% | +1,504+4.6% | Added | – |
| GOOGAlphabet Inc. | Stock | 743 | $1.86M | 0.4% | −21−2.7% | Reduced | History |
| PCRXPacira BioSciences, Inc. | COM | 30,561 | $1.85M | 0.4% | +8,520+38.7% | Added | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 36,139 | $1.84M | 0.4% | −153−0.4% | Reduced | History |
| PGRProgressive Corp | Stock | 18,084 | $1.78M | 0.4% | +546+3.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,009 | $1.68M | 0.4% | +168+1.2% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 21,621 | $1.66M | 0.4% | 00.0% | UnchangedConverted for a 5-for-1 split | History |
| NVONovo Nordisk A S | ADR | 18,926 | $1.58M | 0.4% | +855+4.7% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 7,994 | $1.53M | 0.3% | −2,262−22.1% | Reduced | History |
| MMM3M Co | Stock | 7,478 | $1.49M | 0.3% | −50−0.7% | Reduced | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 29,781 | $1.48M | 0.3% | +942+3.3% | Added | History |
| CLSCelestica Inc | SUB VTG SHS | 186,053 | $1.46M | 0.3% | 00.0% | Unchanged | History |
| SAPSAP SE | ADR | 10,256 | $1.44M | 0.3% | +231+2.3% | Added | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.