$428 Million is the total value of CAPITAL INSIGHT PARTNERS, LLC's 153 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LLY | LILLY ELI & CO | $782,000 | +13.3% | 2,411 | 0.0% | 0.18% | +29.8% | |
| SHM | SPDR SER TRnuveen blmbrg sh | $463,000 | -0.2% | 9,795 | 0.0% | 0.11% | +13.7% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $464,000 | -21.5% | 1,420 | 0.0% | 0.11% | -10.7% | |
| USB | US BANCORP DEL | $260,000 | -13.3% | 5,650 | 0.0% | 0.06% | 0.0% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $204,000 | -17.1% | 4,606 | 0.0% | 0.05% | -4.0% | |
| IWM | ISHARES TRrussell 2000 etf | $201,000 | -17.6% | 1,188 | 0.0% | 0.05% | -6.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-20
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.