$118 Million is the total value of CAPITAL INSIGHT PARTNERS, LLC's 77 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 16.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NEE | Nextera Energy Inc. | $440,000 | +4.8% | 3,000 | 0.0% | 0.37% | -0.3% | |
EQT | EQT Corporation | $424,000 | +11.3% | 6,500 | 0.0% | 0.36% | +5.9% | |
Plug Power Inc | $372,000 | +28.3% | 142,363 | 0.0% | 0.31% | +22.2% | ||
AMZN | Amazon.com Inc. | $356,000 | -0.6% | 370 | 0.0% | 0.30% | -5.3% | |
EGN | Energen Corporation | $262,000 | +10.5% | 4,800 | 0.0% | 0.22% | +5.2% | |
CLS | Celestica Inc. | $205,000 | -8.9% | 16,551 | 0.0% | 0.17% | -13.5% | |
American Green Inc | $0 | – | 25,000 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BK OF AMERICA CORP | 34 | Q3 2023 | 3.9% |
JOHNSON & JOHNSON | 34 | Q3 2023 | 3.8% |
Alphabet Inc. A | 34 | Q3 2023 | 2.8% |
APPLE INC | 34 | Q3 2023 | 3.0% |
PFIZER INC | 34 | Q3 2023 | 3.4% |
Oracle Corporation | 34 | Q3 2023 | 3.1% |
META PLATFORMS INC | 34 | Q3 2023 | 2.3% |
UNILEVER PLC | 34 | Q3 2023 | 3.5% |
Colgate-Palmolive Company | 34 | Q3 2023 | 3.0% |
JPMORGAN CHASE & CO | 34 | Q3 2023 | 1.8% |
View CAPITAL INSIGHT PARTNERS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-07-20 |
13F-HR | 2022-04-21 |
13F-HR | 2022-01-20 |
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.