$189 Million is the total value of CAPITAL INSIGHT PARTNERS, LLC's 92 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $4,080,000 | – | 167,196 | +100.0% | 2.16% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $1,120,000 | – | 38,536 | +100.0% | 0.59% | – |
| XYL | New | XYLEM INC | $934,000 | – | 14,346 | +100.0% | 0.49% | – |
| RSG | New | REPUBLIC SVCS INC | $896,000 | – | 11,931 | +100.0% | 0.47% | – |
| FCN | New | FTI CONSULTING INC | $693,000 | – | 5,790 | +100.0% | 0.37% | – |
| IFGL | New | ISHARES TRintl dev re etf | $342,000 | – | 15,837 | +100.0% | 0.18% | – |
| GII | New | SPDR INDEX SHS FDSs&p gblinf etf | $235,000 | – | 6,031 | +100.0% | 0.12% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $231,000 | – | 8,955 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-14
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 |
|---|---|
| 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 |
| 13F-HR | 2022-07-20 |
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.