$397 Million is the total value of CAPITAL INSIGHT PARTNERS, LLC's 143 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPSB | SPDR SER TRportfolio short | $2,978,000 | +0.1% | 94,853 | 0.0% | 0.75% | -10.5% | |
| HYLB | DBX ETF TRxtrack usd high | $2,626,000 | +4.1% | 52,428 | 0.0% | 0.66% | -6.8% | |
| MMM | 3M CO | $1,486,000 | +9.1% | 8,503 | 0.0% | 0.37% | -2.3% | |
| GOVT | ISHARES TRus treas bd etf | $975,000 | -2.6% | 35,810 | 0.0% | 0.24% | -12.8% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $734,000 | +7.5% | 8,644 | 0.0% | 0.18% | -3.6% | |
| IWD | ISHARES TRrus 1000 val etf | $552,000 | +15.7% | 4,038 | 0.0% | 0.14% | +3.7% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $520,000 | +13.5% | 1,470 | 0.0% | 0.13% | +1.6% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $506,000 | -0.2% | 10,160 | 0.0% | 0.13% | -11.2% | |
| IFGL | ISHARES TRintl dev re etf | $430,000 | +13.5% | 15,837 | 0.0% | 0.11% | +0.9% | |
| USB | US BANCORP DEL | $304,000 | +29.9% | 6,525 | 0.0% | 0.08% | +16.7% | |
| GII | SPDR INDEX SHS FDSs&p gblinf etf | $301,000 | +12.3% | 6,031 | 0.0% | 0.08% | +1.3% | |
| TFX | TELEFLEX INCORPORATED | $263,000 | +20.6% | 640 | 0.0% | 0.07% | +8.2% | |
| TGT | TARGET CORP | $239,000 | +12.2% | 1,355 | 0.0% | 0.06% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
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.