$128 Million is the total value of CAPITAL INSIGHT PARTNERS, LLC's 81 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NEE | Nextera Energy Inc. | $469,000 | +6.6% | 3,000 | 0.0% | 0.37% | -1.3% | |
| EQT | EQT Corporation | $370,000 | -12.7% | 6,500 | 0.0% | 0.29% | -19.3% | |
| Plug Power Inc | $336,000 | -9.7% | 142,363 | 0.0% | 0.26% | -16.2% | ||
| SJW | SJW Corp. | $320,000 | +12.7% | 5,009 | 0.0% | 0.25% | +4.2% | |
| EGN | Energen Corporation | $276,000 | +5.3% | 4,800 | 0.0% | 0.22% | -2.3% | |
| TFX | Teleflex Incorporated | $249,000 | +2.9% | 1,000 | 0.0% | 0.20% | -4.4% | |
| CLS | Celestica Inc. | $173,000 | -15.6% | 16,551 | 0.0% | 0.14% | -22.0% | |
| 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 2018-01-12
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.