$491 Million is the total value of CAPITAL INSIGHT PARTNERS, LLC's 152 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TRrus 1000 val etf | $725,000 | +7.2% | 4,320 | 0.0% | 0.15% | +0.7% | |
| ABT | ABBOTT LABS | $704,000 | +19.1% | 5,001 | 0.0% | 0.14% | +11.7% | |
| IFGL | ISHARES TRintl dev re etf | $481,000 | +1.9% | 16,868 | 0.0% | 0.10% | -4.9% | |
| VDE | VANGUARD WORLD FDSenergy etf | $425,000 | +5.2% | 5,471 | 0.0% | 0.09% | -1.1% | |
| GII | SPDR INDEX SHS FDSs&p gblinf etf | $378,000 | +3.0% | 6,966 | 0.0% | 0.08% | -3.8% | |
| MCD | MCDONALDS CORP | $351,000 | +11.1% | 1,311 | 0.0% | 0.07% | +2.9% | |
| USB | US BANCORP DEL | $313,000 | -5.4% | 5,575 | 0.0% | 0.06% | -11.1% | |
| TGT | TARGET CORP | $295,000 | +1.0% | 1,275 | 0.0% | 0.06% | -4.8% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $260,000 | +8.8% | 2,303 | 0.0% | 0.05% | +1.9% | |
| KO | COCA COLA CO | $253,000 | +12.9% | 4,275 | 0.0% | 0.05% | +4.1% | |
| VOO | VANGUARD INDEX FDS | $249,000 | +10.7% | 571 | 0.0% | 0.05% | +4.1% | |
| IJH | ISHARES TRcore s&p mcp etf | $241,000 | +7.6% | 852 | 0.0% | 0.05% | 0.0% | |
| PAVE | GLOBAL X FDSus infr dev etf | $226,000 | +13.0% | 7,859 | 0.0% | 0.05% | +7.0% | |
| TFX | TELEFLEX INCORPORATED | $210,000 | -12.9% | 640 | 0.0% | 0.04% | -17.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-20
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.