2026 Q1 Portfolio Activity
In 2026 Q1, CAPITAL INSIGHT PARTNERS, LLC maintained a portfolio of 134 distinct positions.
Position History
hover any row below to update
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Total Positions
134
Quarter
2026 Q1
Top Holding
IVV (5.0%)
Top 10 Concentration
35.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 134
CAPITAL INSIGHT PARTNERS, LLC Full Holdings List — 2026 Q1
| 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% | 5.02% |
#1
Prev: #1
|
5.0 |
—
|
no change | no change |
P
S
|
34,660 | $23,740,021 |
$396.57
+88.9%
|
2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | ||
|
AGG
ISHARES TR
|
ETF | 4.96% | 4.96% |
#2
Prev: #2
|
4.5 |
—
|
no change | no change |
P
S
|
234,552 | $23,427,054 |
$90.96
+8.2%
|
2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | ||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 3.47% | 3.47% |
#3
Prev: #3
|
3.4 |
—
|
no change | no change |
P
S
|
347,920 | $16,380,074 |
$43.70
+6.6%
|
2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.46% | 3.46% |
#4
Prev: #4
|
2.9 |
—
|
no change | no change |
P
S
|
87,461 | $16,370,711 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IXUS
ISHARES TR
|
ETF | 3.38% | 3.38% |
#5
Prev: #5
|
2.9 |
—
|
no change | no change |
P
S
|
188,484 | $15,953,286 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 3.29% | 3.29% |
#6
Prev: #6
|
2.3 |
—
|
no change | no change |
P
S
|
107,866 | $15,529,469 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 3.08% | 3.08% |
#7
Prev: #7
|
2.2 |
—
|
no change | no change |
P
S
|
186,865 | $14,553,047 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MUB
ISHARES TR
|
ETF | 2.98% | 2.98% |
#8
Prev: #8
|
2.2 |
—
|
no change | no change |
P
S
|
131,357 | $14,069,649 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CGMU
CAPITAL GRP FIX...
|
ETF | 2.78% | 2.78% |
#9
Prev: #9
|
2.1 |
—
|
no change | no change |
P
S
|
479,150 | $13,119,127 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ISTB
ISHARES TR
|
ETF | 2.76% | 2.76% |
#10
Prev: #10
|
2.1 |
—
|
no change | no change |
P
S
|
267,939 | $13,062,027 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AAPL
APPLE INC
|
Technology | 2.68% | 2.68% |
#11
Prev: #11
|
2.1 |
—
|
no change | no change |
P
S
|
46,516 | $12,645,832 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.46% | 2.46% |
#12
Prev: #12
|
2.0 |
—
|
no change | no change |
P
S
|
37,104 | $11,613,552 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.89% | 1.89% |
#13
Prev: #13
|
1.8 |
—
|
no change | no change |
P
S
|
18,471 | $8,932,946 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.79% | 1.79% |
#14
Prev: #14
|
1.7 |
—
|
no change | no change |
P
S
|
14,979 | $8,466,009 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.78% | 1.78% |
#15
Prev: #15
|
1.7 |
—
|
no change | no change |
P
S
|
26,141 | $8,423,154 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.68% | 1.68% |
#16
Prev: #16
|
1.7 |
—
|
no change | no change |
P
S
|
12,054 | $7,956,725 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 1.67% | 1.67% |
#17
Prev: #17
|
1.7 |
—
|
no change | no change |
P
S
|
176,410 | $7,887,292 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IGIB
ISHARES TR
|
ETF | 1.62% | 1.62% |
#18
Prev: #18
|
1.6 |
—
|
no change | no change |
P
S
|
142,102 | $7,656,456 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 1.57% | 1.57% |
#19
Prev: #19
|
1.6 |
—
|
no change | no change |
P
S
|
47,997 | $7,429,936 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 1.46% | 1.46% |
#20
Prev: #20
|
1.6 |
—
|
no change | no change |
P
S
|
88,515 | $6,875,846 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 1.40% | 1.40% |
#21
Prev: #21
|
1.6 |
—
|
no change | no change |
P
S
|
1,238 | $6,629,899 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
HYMB
SPDR SERIES TRU...
|
ETF | 1.31% | 1.31% |
#22
Prev: #22
|
1.5 |
—
|
no change | no change |
P
S
|
247,535 | $6,173,523 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.27% | 1.27% |
#23
Prev: #23
|
1.5 |
—
|
no change | no change |
P
S
|
17,342 | $6,011,629 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 1.26% | 1.26% |
#24
Prev: #24
|
1.5 |
—
|
no change | no change |
P
S
|
225,583 | $5,975,694 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 1.24% | 1.24% |
#25
Prev: #25
|
1.5 |
—
|
no change | no change |
P
S
|
36,403 | $5,881,465 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.21% | 1.21% |
#26
Prev: #26
|
1.5 |
—
|
no change | no change |
P
S
|
24,843 | $5,734,262 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 1.16% | 1.16% |
#27
Prev: #27
|
1.5 |
—
|
no change | no change |
P
S
|
9,956 | $5,502,781 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ORCL
ORACLE CORP
|
Technology | 1.12% | 1.12% |
#28
Prev: #28
|
1.4 |
—
|
no change | no change |
P
S
|
27,201 | $5,301,747 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IEF
ISHARES TR
|
ETF | 1.12% | 1.12% |
#29
Prev: #29
|
1.4 |
—
|
no change | no change |
P
S
|
54,845 | $5,273,896 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.11% | 1.11% |
#30
Prev: #30
|
1.4 |
—
|
no change | no change |
P
S
|
9,212 | $5,258,947 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.06% | 1.06% |
#31
Prev: #31
|
1.4 |
—
|
no change | no change |
P
S
|
17,337 | $5,031,545 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 1.04% | 1.04% |
#32
Prev: #32
|
1.4 |
—
|
no change | no change |
P
S
|
114,733 | $4,897,952 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 1.01% | 1.01% |
#33
Prev: #33
|
1.4 |
—
|
no change | no change |
P
S
|
87,033 | $4,786,815 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLB
SELECT SECTOR S...
|
Unknown | 0.99% | 0.99% |
#34
Prev: #34
|
1.4 |
—
|
no change | no change |
P
S
|
102,709 | $4,657,854 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 0.91% | 0.91% |
#35
Prev: #35
|
1.4 |
—
|
no change | no change |
P
S
|
36,471 | $4,293,367 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLY
SELECT SECTOR S...
|
Unknown | 0.90% | 0.90% |
#36
Prev: #36
|
1.4 |
—
|
no change | no change |
P
S
|
35,459 | $4,234,160 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.87% | 0.87% |
#37
Prev: #37
|
1.3 |
—
|
no change | no change |
P
S
|
12,290 | $4,120,469 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SHLD
GLOBAL X FDS
|
ETF | 0.84% | 0.84% |
#38
Prev: #38
|
1.3 |
—
|
no change | no change |
P
S
|
61,594 | $3,990,676 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IGF
ISHARES TR
|
ETF | 0.83% | 0.83% |
#39
Prev: #39
|
1.3 |
—
|
no change | no change |
P
S
|
64,224 | $3,940,785 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ASML
ASML HOLDING N ...
|
Technology | 0.82% | 0.82% |
#40
Prev: #40
|
1.3 |
—
|
no change | no change |
P
S
|
3,628 | $3,881,453 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
RSG
REPUBLIC SVCS I...
|
Industrials | 0.80% | 0.80% |
#41
Prev: #41
|
1.3 |
—
|
no change | no change |
P
S
|
17,736 | $3,758,791 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CHKP
CHECK POINT SOF...
|
Technology | 0.77% | 0.77% |
#42
Prev: #42
|
1.3 |
—
|
no change | no change |
P
S
|
19,768 | $3,639,648 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.74% | 0.74% |
#43
Prev: #43
|
1.3 |
—
|
no change | no change |
P
S
|
22,858 | $3,511,218 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 0.71% | 0.71% |
#44
Prev: #44
|
1.3 |
—
|
no change | no change |
P
S
|
83,352 | $3,363,254 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.71% | 0.71% |
#45
Prev: #45
|
1.3 |
—
|
no change | no change |
P
S
|
14,763 | $3,361,831 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.71% | 0.71% |
#46
Prev: #46
|
1.3 |
—
|
no change | no change |
P
S
|
17,170 | $3,349,696 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
NVS
NOVARTIS AG
|
Healthcare | 0.70% | 0.70% |
#47
Prev: #47
|
1.3 |
—
|
no change | no change |
P
S
|
23,985 | $3,306,812 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.70% | 0.70% |
#48
Prev: #48
|
1.3 |
—
|
no change | no change |
P
S
|
9,590 | $3,299,919 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
FIX
COMFORT SYS USA...
|
Industrials | 0.65% | 0.65% |
#49
Prev: #49
|
1.3 |
—
|
no change | no change |
P
S
|
3,311 | $3,090,124 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.65% | 0.65% |
#50
Prev: #50
|
1.3 |
—
|
no change | no change |
P
S
|
3,557 | $3,057,662 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 |
Showing 1-50 of 134 holdings