$530 Million is the total value of CAPITAL INSIGHT PARTNERS, LLC's 157 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 10.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Sell | ISHARES TRcore us aggbd et | $31,600,654 | -10.0% | 325,545 | -9.2% | 5.96% | -9.1% |
| Sell | NEOS ETF TRUSTfis christian | $26,651,924 | -2.1% | 953,878 | -2.7% | 5.03% | -1.1% | |
| MUB | Sell | ISHARES TRnational mun etf | $25,565,075 | -3.0% | 239,935 | -2.0% | 4.82% | -2.0% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $18,769,756 | -14.2% | 250,631 | -13.6% | 3.54% | -13.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $16,798,320 | +4.1% | 30,697 | +0.0% | 3.17% | +5.1% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $14,473,620 | -1.0% | 305,544 | -0.8% | 2.73% | +0.0% |
| AAPL | Sell | APPLE INC | $12,715,334 | +13.8% | 60,371 | -7.4% | 2.40% | +14.9% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $9,250,814 | -0.7% | 101,490 | +2.9% | 1.75% | +0.3% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $9,147,562 | +1.2% | 62,762 | +2.6% | 1.73% | +2.3% |
| IGIB | Buy | ISHARES TR | $9,135,660 | +0.6% | 178,222 | +1.2% | 1.72% | +1.6% |
| MSFT | Sell | MICROSOFT CORP | $8,670,830 | +1.1% | 19,400 | -4.9% | 1.64% | +2.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $8,616,242 | +11.2% | 47,303 | -7.8% | 1.63% | +12.3% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $8,508,993 | -2.2% | 239,151 | -1.6% | 1.61% | -1.2% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $8,055,987 | +481.4% | 105,197 | +479.7% | 1.52% | +486.9% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $7,760,409 | +10.7% | 17,445 | -0.7% | 1.46% | +11.8% |
| FB | Sell | META PLATFORMS INCcl a | $7,455,902 | +2.6% | 14,787 | -1.2% | 1.41% | +3.6% |
| IXUS | Sell | ISHARES TRcore msci total | $7,357,825 | -1.5% | 108,908 | -1.0% | 1.39% | -0.5% |
| JPM | Sell | JPMORGAN CHASE & CO. | $6,871,379 | -4.7% | 33,973 | -5.6% | 1.30% | -3.7% |
| BKNG | Sell | BOOKING HOLDINGS INC | $6,845,472 | +4.5% | 1,728 | -4.3% | 1.29% | +5.6% |
| CASY | Sell | CASEYS GEN STORES INC | $6,583,055 | +15.9% | 17,253 | -3.3% | 1.24% | +17.1% |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $6,480,169 | – | 142,735 | +100.0% | 1.22% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $6,418,694 | – | 72,544 | +100.0% | 1.21% | – |
| SPSB | Buy | SPDR SER TRportfolio short | $6,388,144 | +0.7% | 215,089 | +0.9% | 1.21% | +1.7% |
| NVO | Sell | NOVO-NORDISK A Sadr | $6,319,814 | +8.4% | 44,275 | -2.5% | 1.19% | +9.6% |
| NVDA | Buy | NVIDIA CORPORATION | $6,265,702 | +122.1% | 50,718 | +1524.5% | 1.18% | +124.3% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $6,123,994 | -2.7% | 240,723 | -1.7% | 1.16% | -1.6% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $5,735,965 | -1.8% | 41,902 | -1.5% | 1.08% | -0.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $5,490,828 | -3.0% | 22,680 | +0.1% | 1.04% | -2.1% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $5,459,157 | +6.3% | 24,131 | -2.1% | 1.03% | +7.4% |
| ORCL | Sell | ORACLE CORP | $5,453,003 | +7.6% | 38,619 | -4.3% | 1.03% | +8.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $5,399,358 | -12.3% | 12,239 | -4.2% | 1.02% | -11.4% |
| HON | Sell | HONEYWELL INTL INC | $5,318,855 | +0.0% | 24,908 | -3.9% | 1.00% | +1.0% |
| CHE | Sell | CHEMED CORP NEW | $5,306,433 | -17.1% | 9,780 | -1.9% | 1.00% | -16.3% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $5,219,563 | -3.0% | 59,105 | +2.0% | 0.98% | -2.0% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $5,176,231 | -4.1% | 56,038 | -0.8% | 0.98% | -3.2% |
| AMZN | Sell | AMAZON COM INC | $5,157,843 | -5.5% | 26,690 | -11.8% | 0.97% | -4.6% |
| EBND | Sell | SPDR SER TRbloomberg emergi | $5,036,984 | -55.9% | 253,242 | -54.6% | 0.95% | -55.5% |
| BAC | Sell | BANK AMERICA CORP | $4,922,890 | -3.2% | 123,784 | -7.7% | 0.93% | -2.3% |
| FDS | Sell | FACTSET RESH SYS INC | $4,432,588 | -11.9% | 10,857 | -1.9% | 0.84% | -11.0% |
| LOGI | Buy | LOGITECH INTL S A | $4,384,111 | +9.3% | 45,253 | +0.8% | 0.83% | +10.4% |
| RSG | Buy | REPUBLIC SVCS INC | $4,353,994 | +2.7% | 22,404 | +1.2% | 0.82% | +3.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $4,347,044 | -2.8% | 8,536 | -5.6% | 0.82% | -1.9% |
| ASML | Buy | ASML HOLDING N V | $4,249,444 | +5.9% | 4,155 | +0.5% | 0.80% | +7.1% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $4,094,648 | -21.5% | 23,186 | -2.5% | 0.77% | -20.7% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $4,096,235 | -0.7% | 106,645 | +2.2% | 0.77% | +0.3% |
| HD | Sell | HOME DEPOT INC | $3,966,678 | -11.5% | 11,523 | -1.4% | 0.75% | -10.5% |
| ON | Sell | ON SEMICONDUCTOR CORP | $3,940,049 | -7.2% | 57,477 | -0.4% | 0.74% | -6.2% |
| RELX | Sell | RELX PLCsponsored adr | $3,899,709 | +2.8% | 84,998 | -3.0% | 0.74% | +3.8% |
| VVV | Buy | VALVOLINE INC | $3,771,836 | -1.4% | 87,311 | +1.7% | 0.71% | -0.4% |
| IGF | Buy | ISHARES TRglb infrastr etf | $3,676,615 | +1.0% | 76,724 | +0.4% | 0.69% | +2.1% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $3,675,870 | +4.6% | 22,278 | +4.0% | 0.69% | +5.6% |
| PGR | Sell | PROGRESSIVE CORP | $3,613,116 | -5.9% | 17,395 | -6.4% | 0.68% | -5.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,605,427 | +3.1% | 6,625 | -0.9% | 0.68% | +4.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,569,119 | -0.3% | 13,342 | -3.2% | 0.67% | +0.7% |
| MANH | Sell | MANHATTAN ASSOCIATES INC | $3,539,118 | -5.6% | 14,347 | -4.2% | 0.67% | -4.6% |
| CCOI | Buy | COGENT COMMUNICATIONS HLDGS | $3,534,330 | -12.9% | 62,621 | +0.8% | 0.67% | -12.1% |
| NDSN | Sell | NORDSON CORP | $3,353,389 | -17.1% | 14,458 | -1.8% | 0.63% | -16.2% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $3,342,267 | -12.4% | 85,349 | -3.0% | 0.63% | -11.5% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $3,223,374 | -3.7% | 67,932 | -0.1% | 0.61% | -2.9% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $3,106,168 | -1.2% | 29,144 | +0.4% | 0.59% | -0.3% |
| TS | Buy | TENARIS S Asponsored ads | $3,085,511 | -18.2% | 101,098 | +5.3% | 0.58% | -17.4% |
| HDB | Sell | HDFC BANK LTDsponsored ads | $3,078,062 | +10.3% | 47,848 | -4.0% | 0.58% | +11.5% |
| GNTX | Buy | GENTEX CORP | $3,022,507 | -5.7% | 89,662 | +1.0% | 0.57% | -4.8% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $2,953,314 | -6.2% | 48,977 | -6.2% | 0.56% | -5.3% |
| Buy | CANADIAN PACIFIC KANSAS CITY | $2,873,173 | -9.9% | 36,494 | +0.9% | 0.54% | -9.1% | |
| TREX | Sell | TREX CO INC | $2,780,538 | -28.7% | 37,514 | -4.0% | 0.52% | -28.0% |
| FCN | Sell | FTI CONSULTING INC | $2,605,327 | +0.1% | 12,088 | -2.3% | 0.49% | +1.2% |
| TJX | Buy | TJX COS INC NEW | $2,564,119 | +10.2% | 23,289 | +1.5% | 0.48% | +11.3% |
| TM | Sell | TOYOTA MOTOR CORPads | $2,406,963 | -19.5% | 11,743 | -1.1% | 0.45% | -18.6% |
| NVS | New | NOVARTIS AGsponsored adr | $2,407,593 | – | 22,615 | +100.0% | 0.45% | – |
| UL | Sell | UNILEVER PLCspon adr new | $2,336,581 | +8.2% | 42,491 | -1.2% | 0.44% | +9.4% |
| NKE | Buy | NIKE INCcl b | $2,081,418 | -16.6% | 27,616 | +4.0% | 0.39% | -15.7% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,978,802 | +22.1% | 5,837 | +2.4% | 0.37% | +23.1% |
| IBB | Buy | ISHARES TRishares biotech | $1,879,364 | +6.0% | 13,692 | +5.9% | 0.36% | +7.3% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,722,716 | -6.5% | 23,910 | -5.7% | 0.32% | -5.5% |
| IGSB | Sell | ISHARES TR | $1,688,256 | -4.4% | 32,948 | -4.3% | 0.32% | -3.3% |
| TOL | Buy | TOLL BROTHERS INC | $1,652,949 | -8.7% | 14,351 | +2.5% | 0.31% | -7.7% |
| V | Buy | VISA INC | $1,521,802 | -3.7% | 5,798 | +2.3% | 0.29% | -2.7% |
| AOA | Buy | ISHARES TRaggres alloc etf | $1,463,221 | +2.8% | 19,567 | +1.0% | 0.28% | +3.8% |
| GFL | Buy | GFL ENVIRONMENTAL INC | $1,387,855 | +15.5% | 35,650 | +2.4% | 0.26% | +16.4% |
| LLY | Sell | ELI LILLY & CO | $1,370,746 | +10.9% | 1,514 | -4.7% | 0.26% | +12.1% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $1,364,718 | -0.6% | 24,231 | -1.7% | 0.26% | +0.8% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,315,287 | -1.3% | 7,211 | -0.5% | 0.25% | -0.4% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $1,213,615 | -6.8% | 24,219 | -5.9% | 0.23% | -5.8% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,186,404 | -2.8% | 15,353 | -2.7% | 0.22% | -1.8% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $1,167,605 | -8.9% | 15,223 | -8.9% | 0.22% | -7.9% |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $1,144,329 | -8.4% | 43,660 | +2.0% | 0.22% | -7.3% |
| LOW | Buy | LOWES COS INC | $1,128,756 | -11.5% | 5,120 | +2.3% | 0.21% | -10.5% |
| NOW | Buy | SERVICENOW INC | $1,109,205 | +5.8% | 1,410 | +2.5% | 0.21% | +6.6% |
| Sell | NEOS ETF TRUSTneos enh inc 1-3 | $1,027,547 | -15.4% | 20,650 | -15.3% | 0.19% | -14.5% | |
| COST | Buy | COSTCO WHSL CORP NEW | $1,004,689 | +30.2% | 1,182 | +12.3% | 0.19% | +31.9% |
| ACGL | ARCH CAP GROUP LTDord | $1,008,900 | +9.1% | 10,000 | 0.0% | 0.19% | +9.8% | |
| HCA | New | HCA HEALTHCARE INC | $983,439 | – | 3,061 | +100.0% | 0.19% | – |
| GOOG | Sell | ALPHABET INCcap stk cl c | $972,677 | +6.6% | 5,303 | -11.5% | 0.18% | +8.2% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $924,951 | -7.1% | 46,317 | -5.5% | 0.18% | -5.9% |
| LEN | Buy | LENNAR CORPcl a | $909,711 | -10.6% | 6,070 | +2.5% | 0.17% | -9.5% |
| ZTS | Buy | ZOETIS INCcl a | $903,379 | +4.6% | 5,211 | +2.1% | 0.17% | +5.6% |
| TSCO | Sell | TRACTOR SUPPLY CO | $889,380 | +1.4% | 3,294 | -1.7% | 0.17% | +2.4% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $883,413 | -3.9% | 21,489 | -1.6% | 0.17% | -2.9% |
| NTAP | Buy | NETAPP INC | $876,613 | +25.8% | 6,806 | +2.6% | 0.16% | +26.9% |
| Buy | BUNGE GLOBAL SA | $866,332 | +6.3% | 8,114 | +2.1% | 0.16% | +7.2% | |
| AVGO | Buy | BROADCOM INC | $833,271 | +46.5% | 519 | +21.0% | 0.16% | +48.1% |
| URI | Buy | UNITED RENTALS INC | $805,179 | -8.1% | 1,245 | +2.5% | 0.15% | -7.3% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $788,012 | +10.0% | 6,466 | +13.7% | 0.15% | +11.2% |
| DHR | Buy | DANAHER CORPORATION | $771,787 | +4.3% | 3,089 | +4.2% | 0.15% | +5.8% |
| EQH | Buy | EQUITABLE HLDGS INC | $719,627 | +10.3% | 17,612 | +2.6% | 0.14% | +11.5% |
| RE | Buy | EVEREST GROUP LTD | $707,174 | -1.8% | 1,856 | +2.5% | 0.13% | -1.5% |
| VGT | Sell | VANGUARD WORLD FDinf tech etf | $691,908 | -7.1% | 1,200 | -15.5% | 0.13% | -5.8% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $693,683 | +2.2% | 15,219 | +3.1% | 0.13% | +3.1% |
| AFL | Buy | AFLAC INC | $687,062 | +6.7% | 7,693 | +2.5% | 0.13% | +8.3% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $661,535 | -1.4% | 8,930 | +1.2% | 0.12% | 0.0% |
| COP | Buy | CONOCOPHILLIPS | $639,613 | -7.9% | 5,592 | +2.5% | 0.12% | -6.9% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $631,383 | -3.2% | 7,538 | -0.1% | 0.12% | -2.5% |
| DPZ | Buy | DOMINOS PIZZA INC | $622,178 | +6.6% | 1,205 | +2.6% | 0.12% | +7.3% |
| VDE | Sell | VANGUARD WORLD FDenergy etf | $615,271 | -5.7% | 4,823 | -2.6% | 0.12% | -4.9% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $614,318 | +6.2% | 6,092 | -2.3% | 0.12% | +7.4% |
| SYK | Buy | STRYKER CORPORATION | $608,708 | -0.5% | 1,789 | +4.7% | 0.12% | +0.9% |
| DDOG | Buy | DATADOG INC | $600,336 | +7.6% | 4,629 | +2.5% | 0.11% | +8.7% |
| Buy | CORPAY INC | $600,755 | -11.5% | 2,255 | +2.5% | 0.11% | -11.0% | |
| LOPE | Buy | GRAND CANYON ED INC | $591,680 | +5.3% | 4,229 | +2.5% | 0.11% | +6.7% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $588,692 | +6.0% | 12,113 | +2.5% | 0.11% | +6.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $582,557 | +0.4% | 2,997 | +2.0% | 0.11% | +1.9% |
| PH | Buy | PARKER-HANNIFIN CORP | $585,223 | -2.5% | 1,157 | +7.1% | 0.11% | -1.8% |
| OWL | Buy | BLUE OWL CAPITAL INC | $579,307 | -3.5% | 32,637 | +2.6% | 0.11% | -2.7% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $574,328 | -4.9% | 8,446 | +2.5% | 0.11% | -4.4% |
| CMF | New | ISHARES TRcalif mun bd etf | $553,158 | – | 9,725 | +100.0% | 0.10% | – |
| EOG | Buy | EOG RES INC | $531,046 | +1.0% | 4,219 | +2.6% | 0.10% | +2.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $496,296 | +53.7% | 1,220 | +58.9% | 0.09% | +56.7% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $472,985 | -9.9% | 4,524 | -9.8% | 0.09% | -9.2% |
| MCD | Sell | MCDONALDS CORP | $458,458 | -10.0% | 1,799 | -0.4% | 0.09% | -8.4% |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $453,987 | -10.4% | 1,843 | +6.0% | 0.09% | -9.5% |
| AGCO | Buy | AGCO CORP | $430,770 | -18.4% | 4,401 | +2.6% | 0.08% | -18.2% |
| DXCM | Buy | DEXCOM INC | $418,373 | -16.2% | 3,690 | +2.5% | 0.08% | -15.1% |
| ENR | Buy | ENERGIZER HLDGS INC NEW | $392,410 | +2.9% | 13,284 | +2.5% | 0.07% | +4.2% |
| TRMB | Buy | TRIMBLE INC | $392,279 | -10.9% | 7,015 | +2.6% | 0.07% | -9.8% |
| COLD | Buy | AMERICOLD REALTY TRUST INC | $390,098 | +5.1% | 15,274 | +2.6% | 0.07% | +7.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $377,268 | -63.8% | 1,035 | -66.5% | 0.07% | -63.6% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $301,391 | -0.8% | 6,262 | -0.6% | 0.06% | 0.0% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $301,548 | +1.3% | 2,996 | +1.1% | 0.06% | +1.8% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $288,466 | +2.2% | 6,592 | -2.4% | 0.05% | +1.9% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $277,006 | +3.0% | 4,406 | 0.0% | 0.05% | +4.0% | |
| XOM | Sell | EXXON MOBIL CORP | $277,094 | -42.5% | 2,407 | -42.0% | 0.05% | -42.2% |
| F | Buy | FORD MTR CO DEL | $263,416 | -5.5% | 21,006 | +0.0% | 0.05% | -3.8% |
| KO | Sell | COCA COLA CO | $257,019 | +1.0% | 4,038 | -2.9% | 0.05% | +2.1% |
| MRK | Sell | MERCK & CO INC | $244,134 | -13.8% | 1,972 | -8.2% | 0.05% | -13.2% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $236,714 | -6.4% | 4,045 | -2.9% | 0.04% | -4.3% |
| ABT | Sell | ABBOTT LABS | $232,551 | -9.0% | 2,238 | -0.5% | 0.04% | -8.3% |
| STT | Sell | STATE STR CORP | $230,066 | -30.4% | 3,109 | -27.3% | 0.04% | -30.6% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $226,987 | -0.8% | 5,052 | +0.1% | 0.04% | 0.0% |
| PAVE | GLOBAL X FDSus infr dev etf | $229,858 | -7.0% | 6,209 | 0.0% | 0.04% | -6.5% | |
| IWM | ISHARES TRrussell 2000 etf | $228,252 | -3.5% | 1,125 | 0.0% | 0.04% | -2.3% | |
| VOO | Sell | VANGUARD INDEX FDS | $212,056 | -10.5% | 424 | -14.0% | 0.04% | -9.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $211,056 | -26.4% | 1,444 | -20.3% | 0.04% | -25.9% |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $204,274 | – | 1,119 | +100.0% | 0.04% | – |
| DRI | DARDEN RESTAURANTS INC | $204,131 | -9.5% | 1,349 | 0.0% | 0.04% | -7.1% | |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $201,709 | -3.4% | 2,450 | +2.5% | 0.04% | -2.6% |
| Sell | CALIBERCOS INC | $58,441 | -27.5% | 69,489 | -13.8% | 0.01% | -26.7% | |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -4,010 | -100.0% | -0.04% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,810 | -100.0% | -0.05% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,025 | -100.0% | -0.06% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -11,699 | -100.0% | -0.08% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -2,122 | -100.0% | -0.10% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -2,935 | -100.0% | -0.10% | – |
| HUM | Exit | HUMANA INC | $0 | – | -2,157 | -100.0% | -0.14% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -7,685 | -100.0% | -0.21% | – |
| PFE | Exit | PFIZER INC | $0 | – | -86,582 | -100.0% | -0.45% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -29,364 | -100.0% | -0.49% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -22,916 | -100.0% | -0.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BK OF AMERICA CORP | 37 | Q2 2024 | 3.9% |
| Alphabet Inc. A | 37 | Q2 2024 | 2.8% |
| APPLE INC | 37 | Q2 2024 | 3.0% |
| JOHNSON & JOHNSON | 37 | Q2 2024 | 3.8% |
| Oracle Corporation | 37 | Q2 2024 | 3.1% |
| META PLATFORMS INC | 37 | Q2 2024 | 2.3% |
| UNILEVER PLC | 37 | Q2 2024 | 3.5% |
| JPMORGAN CHASE & CO. | 37 | Q2 2024 | 1.8% |
| PFIZER INC | 36 | Q1 2024 | 3.4% |
| Colgate-Palmolive Company | 36 | Q1 2024 | 3.0% |
View CAPITAL INSIGHT PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-09 |
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-20 |
View CAPITAL INSIGHT PARTNERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.