AI Portfolio Summary
In 2025 Q4, CAPITAL INSIGHT PARTNERS, LLC maintained a portfolio of 170 distinct positions. The most significant new addition to the portfolio was SCHWAB STRATEGIC TR, which now represents 1.26% of the total fund value. They heavily accumulated shares in VANGUARD SCOTTSDALE , increasing their position by 3.3%. Conversely, CAPITAL INSIGHT PARTNERS, LLC completely exited their position in NEOS ETF TRUST.
Total Positions
170
Quarter
2025 Q4
Top Holding
IVV (5.0%)
Top 10 Concentration
35.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 170
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 5.02% | 4.17% |
#1
2
Prev: #3
|
4.5 | -2,940 | -7.8% |
P
S
|
34,660 | $23,740,021 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 4.96% | 4.43% |
#2
Prev: #2
|
4.0 | -32,321 | -12.1% |
P
S
|
234,552 | $23,427,054 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 3.47% | 2.62% |
#3
4
Prev: #7
|
2.9 | 11,193 | 3.3% |
P
S
|
347,920 | $16,380,074 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.46% | 3.04% |
#4
Prev: #4
|
2.4 | -11,038 | -11.2% |
P
S
|
87,461 | $16,370,711 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IXUS
ISHARES TR
|
ETF | 3.38% | 2.68% |
#5
1
Prev: #6
|
2.4 | -7,478 | -3.8% |
P
S
|
188,484 | $15,953,286 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 3.29% | 2.78% |
#6
1
Prev: #5
|
4.3 | 48,204 | 80.8% |
P
S
|
107,866 | $15,529,469 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 3.08% | 2.50% |
#7
2
Prev: #9
|
1.7 | -6,849 | -3.5% |
P
S
|
186,865 | $14,553,047 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 2.98% | 2.61% |
#8
Prev: #8
|
1.7 | -16,479 | -11.1% |
P
S
|
131,357 | $14,069,649 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CGMU
CAPITAL GRP FIX...
|
ETF | 2.78% | 2.29% |
#9
3
Prev: #12
|
1.6 | -26,612 | -5.3% |
P
S
|
479,150 | $13,119,127 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISTB
ISHARES TR
|
ETF | 2.76% | 2.38% |
#10
1
Prev: #11
|
1.6 | -26,525 | -9.0% |
P
S
|
267,939 | $13,062,027 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.68% | 2.43% |
#11
1
Prev: #10
|
1.6 | -11,225 | -19.4% |
P
S
|
46,516 | $12,645,832 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.46% | 1.81% |
#12
3
Prev: #15
|
1.5 | -7,939 | -17.6% |
P
S
|
37,104 | $11,613,552 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.89% | 1.82% |
#13
1
Prev: #14
|
1.3 | -2,779 | -13.1% |
P
S
|
18,471 | $8,932,946 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.79% | 1.28% |
#14
11
Prev: #25
|
1.2 | -2,319 | -13.4% |
P
S
|
14,979 | $8,466,009 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.78% | 1.59% |
#15
2
Prev: #17
|
1.2 | -4,283 | -14.1% |
P
S
|
26,141 | $8,423,154 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.68% | 1.67% |
#16
Prev: #16
|
1.2 | -1,692 | -12.3% |
P
S
|
12,054 | $7,956,725 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 1.67% | 1.58% |
#17
1
Prev: #18
|
3.7 | 69,516 | 65.0% |
P
S
|
176,410 | $7,887,292 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IGIB
ISHARES TR
|
ETF | 1.62% | 1.47% |
#18
3
Prev: #21
|
1.1 | -22,363 | -13.6% |
P
S
|
142,102 | $7,656,456 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 1.57% | 1.29% |
#19
5
Prev: #24
|
1.1 | -8,194 | -14.6% |
P
S
|
47,997 | $7,429,936 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 1.46% | 1.38% |
#20
2
Prev: #22
|
1.1 | -18,005 | -16.9% |
P
S
|
88,515 | $6,875,846 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 1.40% | 1.33% |
#21
2
Prev: #23
|
1.1 | -254 | -17.0% |
P
S
|
1,238 | $6,629,899 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HYMB
SPDR SERIES TRU...
|
ETF | 1.31% | 1.14% |
#22
4
Prev: #26
|
1.0 | -28,607 | -10.4% |
P
S
|
247,535 | $6,173,523 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 1.27% | 0.97% |
#23
9
Prev: #32
|
1.0 | -387 | -2.2% |
P
S
|
17,342 | $6,011,629 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 1.26% | — |
#24
Prev: #—
|
4.0 | 225,583 | no change |
NEW
|
225,583 | $5,975,694 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 1.24% | 1.14% |
#25
2
Prev: #27
|
1.0 | -4,451 | -10.9% |
P
S
|
36,403 | $5,881,465 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PRAY
NEOS ETF TRUST
|
ETF | 0.00% | 5.00% |
Sold All 😨
(Was: #1) |
0.0 | -963,550 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TOL
TOLL BROTHERS I...
|
Consumer Cyclical | 0.00% | 0.33% |
Sold All 😨
(Was: #70) |
0.0 | -14,581 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.00% | 0.27% |
Sold All 😨
(Was: #77) |
0.0 | -5,894 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
URI
UNITED RENTALS ...
|
Industrials | 0.00% | 0.24% |
Sold All 😨
(Was: #81) |
0.0 | -1,526 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VVV
VALVOLINE INC
|
Consumer Cyclical | 0.00% | 0.16% |
Sold All 😨
(Was: #91) |
0.0 | -27,683 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GPK
GRAPHIC PACKAGI...
|
Consumer Cyclical | 0.00% | 0.16% |
Sold All 😨
(Was: #93) |
0.0 | -50,290 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.00% | 0.15% |
Sold All 😨
(Was: #99) |
0.0 | -1,854 | -100.0% |
CLOSED
|
— | $— | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LEN
LENNAR CORP
|
Consumer Cyclical | 0.00% | 0.15% |
Sold All 😨
(Was: #100) |
0.0 | -6,970 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DE
DEERE & CO
|
Industrials | 0.00% | 0.14% |
Sold All 😨
(Was: #101) |
0.0 | -1,872 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TS
TENARIS SA
|
Energy | 0.00% | 0.14% |
Sold All 😨
(Was: #103) |
0.0 | -23,485 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DHR
DANAHER CORPORA...
|
Healthcare | 0.00% | 0.14% |
Sold All 😨
(Was: #104) |
0.0 | -4,120 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DDOG
DATADOG
|
Technology | 0.00% | 0.13% |
Sold All 😨
(Was: #109) |
0.0 | -5,317 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CPAY
CORPAY
|
Technology | 0.00% | 0.12% |
Sold All 😨
(Was: #110) |
0.0 | -2,585 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 0.00% | 0.12% |
Sold All 😨
(Was: #112) |
0.0 | -9,700 | -100.0% |
CLOSED
|
— | $— | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TRMB
TRIMBLE INC
|
Technology | 0.00% | 0.12% |
Sold All 😨
(Was: #114) |
0.0 | -8,568 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CTSH
COGNIZANT TECHN...
|
Technology | 0.00% | 0.11% |
Sold All 😨
(Was: #118) |
0.0 | -9,706 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HII
HUNTINGTON INGA...
|
Industrials | 0.00% | 0.10% |
Sold All 😨
(Was: #120) |
0.0 | -2,201 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WELL
WELLTOWER INC
|
Real Estate | 0.00% | 0.10% |
Sold All 😨
(Was: #121) |
0.0 | -3,470 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FCN
FTI CONSULTING ...
|
Industrials | 0.00% | 0.10% |
Sold All 😨
(Was: #122) |
0.0 | -3,698 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.00% | 0.10% |
Sold All 😨
(Was: #123) |
0.0 | -6,294 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OSK
OSHKOSH CORP
|
Industrials | 0.00% | 0.10% |
Sold All 😨
(Was: #124) |
0.0 | -4,561 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.00% | 0.09% |
Sold All 😨
(Was: #127) |
0.0 | -7,007 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FCX
FREEPORT-MCMORA...
|
Basic Materials | 0.00% | 0.09% |
Sold All 😨
(Was: #128) |
0.0 | -14,055 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 0.00% | 0.09% |
Sold All 😨
(Was: #130) |
0.0 | -2,760 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.00% | 0.09% |
Sold All 😨
(Was: #131) |
0.0 | -6,940 | -100.0% |
CLOSED
|
— | $— | 2016 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PAVE
GLOBAL X FDS
|
ETF | 0.00% | 0.05% |
Sold All 😨
(Was: #144) |
0.0 | -6,059 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ICSH
ISHARES TR
|
ETF | 0.00% | 0.05% |
Sold All 😨
(Was: #145) |
0.0 | -5,665 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 0.00% | 0.05% |
Sold All 😨
(Was: #146) |
0.0 | -11,409 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SFM
SPROUTS FMRS MK...
|
Consumer Defensive | 0.00% | 0.04% |
Sold All 😨
(Was: #147) |
0.0 | -2,454 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #154) |
0.0 | -4,696 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.00% | 0.04% |
Sold All 😨
(Was: #157) |
0.0 | -3,475 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.00% | 0.04% |
Sold All 😨
(Was: #158) |
0.0 | -453 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.00% | 0.04% |
Sold All 😨
(Was: #159) |
0.0 | -536 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #160) |
0.0 | -776 | -100.0% |
CLOSED
|
— | $— | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #161) |
0.0 | -3,345 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #163) |
0.0 | -6,935 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 170 holdings