$386 Million is the total value of CAPITAL INSIGHT PARTNERS, LLC's 157 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 19.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $28,900,076 | -5.2% | 622,310 | -5.9% | 7.49% | -8.8% |
| Buy | SHP ETF TRUST | $20,092,684 | +16.9% | 930,036 | +9.4% | 5.21% | +12.5% | |
| MUB | Sell | ISHARES TRnational mun etf | $16,785,805 | -1.4% | 159,077 | -4.1% | 4.35% | -5.1% |
| IGSB | Buy | ISHARES TR | $13,649,684 | +6.6% | 273,980 | +5.4% | 3.54% | +2.6% |
| AGG | Sell | ISHARES TRcore us aggbd et | $13,237,971 | -7.3% | 136,488 | -7.9% | 3.43% | -10.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $11,362,627 | +12.2% | 29,574 | +4.8% | 2.95% | +8.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $11,079,409 | +9.4% | 147,176 | +8.7% | 2.87% | +5.3% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $8,177,479 | +11.7% | 78,426 | +9.9% | 2.12% | +7.5% |
| AAPL | Buy | APPLE INC | $8,018,756 | -5.0% | 61,716 | +1.0% | 2.08% | -8.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $7,238,842 | +78.9% | 82,758 | +47.3% | 1.88% | +72.2% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $6,725,139 | +14.5% | 213,700 | +1.0% | 1.74% | +10.2% |
| IXUS | Buy | ISHARES TRcore msci total | $5,901,098 | +14.9% | 101,954 | +1.1% | 1.53% | +10.5% |
| HON | Buy | HONEYWELL INTL INC | $5,516,939 | +30.2% | 25,744 | +1.5% | 1.43% | +25.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $5,108,188 | +9.6% | 28,917 | +1.4% | 1.32% | +5.5% |
| IGIB | Buy | ISHARES TR | $5,005,956 | +5.2% | 101,110 | +2.6% | 1.30% | +1.2% |
| HYLB | New | DBX ETF TRxtrack usd high | $4,791,405 | – | 142,136 | +100.0% | 1.24% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $4,726,623 | +36.7% | 35,247 | +6.6% | 1.23% | +31.5% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $4,683,389 | -28.4% | 126,818 | -30.2% | 1.21% | -31.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,437,616 | -6.6% | 50,296 | +1.2% | 1.15% | -10.1% |
| PEP | Buy | PEPSICO INC | $4,342,886 | +12.3% | 24,039 | +1.5% | 1.13% | +8.1% |
| MSFT | Buy | MICROSOFT CORP | $4,270,954 | +6.4% | 17,809 | +3.3% | 1.11% | +2.4% |
| FDS | Sell | FACTSET RESH SYS INC | $4,267,270 | -0.7% | 10,636 | -1.0% | 1.11% | -4.4% |
| PFE | Buy | PFIZER INC | $4,205,164 | +28.1% | 82,068 | +9.4% | 1.09% | +23.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $4,174,846 | +10.5% | 12,006 | -9.7% | 1.08% | +6.4% |
| BAC | Buy | BANK AMERICA CORP | $4,128,011 | +14.1% | 124,638 | +4.1% | 1.07% | +9.7% |
| IGF | Sell | ISHARES TRglb infrastr etf | $4,058,078 | -31.3% | 88,527 | -37.3% | 1.05% | -33.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,993,861 | +23.3% | 19,596 | +13.8% | 1.04% | +18.8% |
| TFC | Buy | TRUIST FINL CORP | $3,690,941 | +0.5% | 85,776 | +1.7% | 0.96% | -3.2% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $3,668,749 | +53.3% | 47,229 | +34.3% | 0.95% | +47.4% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $3,499,575 | +12.3% | 12,332 | -1.5% | 0.91% | +8.1% |
| NDSN | Buy | NORDSON CORP | $3,447,891 | +13.1% | 14,504 | +1.0% | 0.89% | +8.9% |
| HD | Buy | HOME DEPOT INC | $3,409,393 | +15.7% | 10,794 | +1.1% | 0.88% | +11.3% |
| CASY | CASEYS GEN STORES INC | $3,368,615 | +10.8% | 15,015 | 0.0% | 0.87% | +6.7% | |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $3,359,838 | -7.1% | 45,032 | +2.9% | 0.87% | -10.6% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $3,321,055 | -1.6% | 26,688 | -6.1% | 0.86% | -5.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $3,197,377 | +19.5% | 91,432 | +0.2% | 0.83% | +15.0% |
| ORCL | Buy | ORACLE CORP | $3,121,160 | +36.9% | 38,184 | +2.3% | 0.81% | +31.8% |
| CCOI | Buy | COGENT COMMUNICATIONS HLDGS | $3,092,651 | +9.9% | 54,181 | +0.5% | 0.80% | +5.8% |
| MCO | Buy | MOODYS CORP | $3,046,152 | +17.0% | 10,933 | +2.1% | 0.79% | +12.7% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $2,977,596 | -32.0% | 72,027 | -37.2% | 0.77% | -34.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,932,260 | -12.9% | 38,998 | -14.0% | 0.76% | -16.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,868,424 | +2.0% | 15,003 | -4.2% | 0.74% | -1.7% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $2,870,253 | +12.7% | 55,496 | -0.3% | 0.74% | +8.5% |
| NVO | Buy | NOVO-NORDISK A Sadr | $2,807,628 | +37.0% | 20,745 | +0.8% | 0.73% | +31.9% |
| FRC | Buy | FIRST REP BK SAN FRANCISCO C | $2,799,813 | -5.8% | 22,970 | +0.9% | 0.73% | -9.4% |
| MDT | Buy | MEDTRONIC PLC | $2,788,360 | +0.0% | 35,877 | +3.9% | 0.72% | -3.7% |
| HYMB | New | SPDR SER TRnuveen bloomberg | $2,769,205 | – | 56,549 | +100.0% | 0.72% | – |
| PGR | Sell | PROGRESSIVE CORP | $2,605,485 | +5.7% | 20,087 | -5.3% | 0.68% | +1.8% |
| ON | Buy | ON SEMICONDUCTOR CORP | $2,569,769 | +2.7% | 41,202 | +2.7% | 0.67% | -1.2% |
| NKE | Sell | NIKE INCcl b | $2,520,629 | +30.3% | 21,542 | -7.5% | 0.65% | +25.5% |
| RSG | Sell | REPUBLIC SVCS INC | $2,495,312 | -5.6% | 19,345 | -0.5% | 0.65% | -9.1% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $2,484,378 | +20.4% | 36,316 | +2.9% | 0.64% | +15.8% |
| CL | Buy | COLGATE PALMOLIVE CO | $2,481,727 | +14.7% | 31,498 | +2.2% | 0.64% | +10.5% |
| VVV | Buy | VALVOLINE INC | $2,480,714 | +30.6% | 75,979 | +1.4% | 0.64% | +25.6% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $2,461,874 | +9.0% | 18,122 | -2.9% | 0.64% | +4.8% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $2,453,083 | +27.0% | 60,555 | +18.6% | 0.64% | +22.3% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $2,405,834 | +12.1% | 11,041 | +1.2% | 0.62% | +8.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $2,241,696 | -5.7% | 33,039 | +5.1% | 0.58% | -9.2% |
| CP | Buy | CANADIAN PAC RY LTD | $2,137,451 | +15.5% | 28,656 | +3.3% | 0.55% | +11.0% |
| UL | Buy | UNILEVER PLCspon adr new | $2,079,757 | +16.9% | 41,306 | +1.8% | 0.54% | +12.5% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $2,060,228 | +0.4% | 28,678 | -0.3% | 0.53% | -3.4% |
| RELX | Buy | RELX PLCsponsored adr | $1,892,528 | +17.2% | 68,273 | +2.8% | 0.49% | +12.9% |
| MANH | Buy | MANHATTAN ASSOCIATES INC | $1,872,352 | -6.4% | 15,423 | +2.6% | 0.49% | -9.8% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $1,831,701 | -53.1% | 94,956 | -54.5% | 0.48% | -54.8% |
| FB | Sell | META PLATFORMS INCcl a | $1,832,658 | -20.6% | 15,229 | -10.5% | 0.48% | -23.6% |
| PCRX | Sell | PACIRA BIOSCIENCES INC | $1,822,006 | -37.7% | 47,190 | -14.1% | 0.47% | -40.1% |
| AMZN | Buy | AMAZON COM INC | $1,728,888 | -13.8% | 20,582 | +15.9% | 0.45% | -17.2% |
| FCN | Buy | FTI CONSULTING INC | $1,713,452 | -2.3% | 10,790 | +1.9% | 0.44% | -6.1% |
| TOL | Sell | TOLL BROTHERS INC | $1,696,332 | -27.8% | 33,981 | -39.3% | 0.44% | -30.5% |
| TS | New | TENARIS S Asponsored ads | $1,577,242 | – | 44,859 | +100.0% | 0.41% | – |
| TM | Buy | TOYOTA MOTOR CORPads | $1,489,268 | +10.7% | 10,904 | +5.6% | 0.39% | +6.6% |
| TREX | Buy | TREX CO INC | $1,475,793 | +0.3% | 34,864 | +4.2% | 0.38% | -3.3% |
| GDDY | Sell | GODADDY INCcl a | $1,455,623 | -36.7% | 19,455 | -40.0% | 0.38% | -39.1% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $1,447,686 | +5.8% | 19,419 | -5.3% | 0.38% | +1.6% |
| New | BROOKFIELD CORPcl a ltd vt sh | $1,373,260 | – | 43,651 | +100.0% | 0.36% | – | |
| PII | Sell | POLARIS INC | $1,351,380 | -30.7% | 13,380 | -34.4% | 0.35% | -33.5% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $1,299,777 | +10.5% | 27,561 | +4.9% | 0.34% | +6.3% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,276,496 | +19.9% | 25,793 | +16.5% | 0.33% | +15.3% |
| LOGI | New | LOGITECH INTL S A | $1,263,675 | – | 20,300 | +100.0% | 0.33% | – |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $1,235,267 | +390.2% | 13,555 | +358.9% | 0.32% | +370.6% |
| TJX | Buy | TJX COS INC NEW | $1,228,308 | +273.3% | 15,431 | +190.9% | 0.32% | +258.4% |
| V | Sell | VISA INC | $1,191,296 | +16.2% | 5,734 | -0.6% | 0.31% | +12.0% |
| DEO | Buy | DIAGEO PLCspon adr new | $1,184,607 | +6.1% | 6,648 | +1.0% | 0.31% | +2.0% |
| GNTX | Buy | GENTEX CORP | $1,177,137 | +204.2% | 43,166 | +165.8% | 0.30% | +193.3% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,171,589 | +7.5% | 34,257 | -4.6% | 0.30% | +3.4% |
| TSCO | Sell | TRACTOR SUPPLY CO | $1,132,499 | +14.9% | 5,034 | -5.1% | 0.29% | +10.5% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $1,100,620 | +241.8% | 8,724 | +203.8% | 0.28% | +227.6% |
| SPSB | Sell | SPDR SER TRportfolio short | $1,055,153 | -6.1% | 35,914 | -6.6% | 0.27% | -9.6% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,029,534 | -12.5% | 7,971 | -3.5% | 0.27% | -15.8% |
| AOA | Buy | ISHARES TRaggres alloc etf | $971,176 | +14.1% | 16,254 | +5.9% | 0.25% | +10.0% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $964,335 | -13.7% | 16,417 | -13.5% | 0.25% | -16.9% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $948,034 | +8.0% | 9,241 | -4.9% | 0.25% | +3.8% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $915,268 | +2.2% | 5,265 | -5.0% | 0.24% | -1.7% |
| STT | Sell | STATE STR CORP | $907,259 | +14.3% | 11,696 | -10.4% | 0.24% | +9.8% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $832,053 | -30.8% | 11,170 | -36.3% | 0.22% | -33.3% |
| BDX | Sell | BECTON DICKINSON & CO | $828,001 | +7.8% | 3,256 | -5.5% | 0.22% | +3.9% |
| LLY | Sell | LILLY ELI & CO | $775,947 | +6.1% | 2,121 | -6.2% | 0.20% | +2.0% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $705,365 | +57.4% | 14,622 | +57.6% | 0.18% | +51.2% |
| IBB | New | ISHARES TRishares biotech | $698,725 | – | 5,322 | +100.0% | 0.18% | – |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $666,108 | -8.8% | 8,076 | -11.3% | 0.17% | -12.2% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $666,479 | -6.4% | 6,756 | -6.2% | 0.17% | -9.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $656,003 | +0.2% | 3,062 | -1.6% | 0.17% | -3.4% |
| HUM | Buy | HUMANA INC | $607,970 | +12.2% | 1,187 | +6.3% | 0.16% | +8.2% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $600,579 | +17.3% | 4,952 | -1.7% | 0.16% | +13.0% |
| XOM | Buy | EXXON MOBIL CORP | $582,384 | +41.0% | 5,280 | +11.7% | 0.15% | +36.0% |
| LOW | Sell | LOWES COS INC | $557,673 | +3.1% | 2,799 | -2.9% | 0.14% | -0.7% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $548,250 | +33.4% | 4,300 | +9.4% | 0.14% | +27.9% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $534,102 | -0.7% | 8,090 | -12.0% | 0.14% | -4.1% |
| GFL | Buy | GFL ENVIRONMENTAL INC | $536,663 | +26.0% | 18,360 | +9.0% | 0.14% | +20.9% |
| CVX | Buy | CHEVRON CORP NEW | $529,496 | +46.3% | 2,950 | +17.1% | 0.14% | +39.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $514,634 | -18.3% | 5,800 | -11.5% | 0.13% | -21.8% |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $509,191 | +23.6% | 22,885 | +9.6% | 0.13% | +18.9% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $496,550 | +13.9% | 5,056 | -3.9% | 0.13% | +10.3% |
| IEMG | Sell | ISHARES INCcore msci emkt | $476,293 | -43.9% | 10,199 | -48.4% | 0.12% | -45.9% |
| PANW | Buy | PALO ALTO NETWORKS INC | $470,668 | -11.0% | 3,373 | +4.5% | 0.12% | -14.7% |
| VGT | VANGUARD WORLD FDSinf tech etf | $453,562 | +4.0% | 1,420 | 0.0% | 0.12% | +0.9% | |
| IWD | ISHARES TRrus 1000 val etf | $452,220 | +11.4% | 2,982 | 0.0% | 0.12% | +7.3% | |
| NVDA | Buy | NVIDIA CORPORATION | $451,865 | +46.7% | 3,092 | +21.9% | 0.12% | +41.0% |
| KEY | Buy | KEYCORP | $445,551 | +13.4% | 25,577 | +4.3% | 0.12% | +9.4% |
| XYL | Sell | XYLEM INC | $444,491 | -37.0% | 4,020 | -50.2% | 0.12% | -39.5% |
| ZTS | New | ZOETIS INCcl a | $443,167 | – | 3,024 | +100.0% | 0.12% | – |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $402,921 | -23.3% | 7,252 | -22.9% | 0.10% | -26.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $397,440 | -49.7% | 10,196 | -52.9% | 0.10% | -51.6% |
| MET | Sell | METLIFE INC | $391,666 | +7.0% | 5,412 | -10.2% | 0.10% | +3.0% |
| GVI | Sell | ISHARES TRintrm gov cr etf | $389,655 | -26.6% | 3,803 | -27.2% | 0.10% | -29.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $362,638 | +11.9% | 9,204 | +7.8% | 0.09% | +8.0% |
| XBI | Sell | SPDR SER TRs&p biotech | $344,450 | -30.1% | 4,150 | -33.2% | 0.09% | -33.1% |
| MO | Sell | ALTRIA GROUP INC | $342,139 | +11.4% | 7,485 | -1.5% | 0.09% | +7.2% |
| GII | Sell | SPDR INDEX SHS FDSs&p gblinf etf | $339,157 | +9.4% | 6,470 | -0.2% | 0.09% | +4.8% |
| CCI | New | CROWN CASTLE INC | $324,451 | – | 2,392 | +100.0% | 0.08% | – |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $303,096 | +9.0% | 9,410 | -4.7% | 0.08% | +5.3% |
| New | BROOKFIELD ASSET MANAGMT LTD | $305,422 | – | 10,653 | +100.0% | 0.08% | – | |
| KR | New | KROGER CO | $300,113 | – | 6,732 | +100.0% | 0.08% | – |
| MCD | MCDONALDS CORP | $297,262 | +14.3% | 1,128 | 0.0% | 0.08% | +10.0% | |
| NICE | Buy | NICE LTDsponsored adr | $295,757 | +7.5% | 1,538 | +5.3% | 0.08% | +4.1% |
| AGCO | New | AGCO CORP | $290,001 | – | 2,091 | +100.0% | 0.08% | – |
| FAST | Buy | FASTENAL CO | $281,507 | +7.0% | 5,949 | +4.1% | 0.07% | +2.8% |
| MAN | Buy | MANPOWERGROUP INC WIS | $276,673 | +35.6% | 3,325 | +5.6% | 0.07% | +30.9% |
| BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $273,706 | +1.7% | 13,332 | 0.0% | 0.07% | -1.4% | |
| KO | Buy | COCA COLA CO | $271,742 | +19.7% | 4,272 | +5.6% | 0.07% | +14.8% |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $269,979 | – | 874 | +100.0% | 0.07% | – |
| NEE | Buy | NEXTERA ENERGY INC | $267,102 | +26.0% | 3,195 | +18.3% | 0.07% | +21.1% |
| NOW | New | SERVICENOW INC | $261,306 | – | 673 | +100.0% | 0.07% | – |
| ABT | ABBOTT LABS | $257,348 | +13.4% | 2,344 | 0.0% | 0.07% | +9.8% | |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $253,540 | -4.7% | 5,554 | -5.4% | 0.07% | -8.3% |
| MRK | New | MERCK & CO INC | $250,303 | – | 2,256 | +100.0% | 0.06% | – |
| ORAN | Buy | ORANGEsponsored adr | $237,960 | +22.0% | 24,085 | +11.2% | 0.06% | +17.0% |
| EOG | New | EOG RES INC | $233,136 | – | 1,800 | +100.0% | 0.06% | – |
| USB | Sell | US BANCORP DEL | $226,772 | -0.5% | 5,200 | -8.0% | 0.06% | -3.3% |
| PG | New | PROCTER AND GAMBLE CO | $224,460 | – | 1,481 | +100.0% | 0.06% | – |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $216,171 | -76.8% | 4,174 | -76.8% | 0.06% | -77.7% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $210,393 | -17.2% | 2,592 | -17.2% | 0.06% | -19.1% |
| SJW | New | SJW GROUP | $211,094 | – | 2,600 | +100.0% | 0.06% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $208,185 | – | 7,859 | +100.0% | 0.05% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $206,395 | – | 4,606 | +100.0% | 0.05% | – |
| IT | New | GARTNER INC | $203,365 | – | 605 | +100.0% | 0.05% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $206,090 | – | 852 | +100.0% | 0.05% | – |
| IFGL | Exit | ISHARES TRintl dev re etf | $0 | – | -16,718 | -100.0% | -0.09% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -41,672 | -100.0% | -0.46% | – |
| GIIX | Exit | GORES HLDGS VIII INCcl a | $0 | – | -206,000 | -100.0% | -0.55% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -6,344 | -100.0% | -0.61% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -2,007 | -100.0% | -0.89% | – |
| CHE | Exit | CHEMED CORP NEW | $0 | – | -9,108 | -100.0% | -1.07% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -7,911 | -100.0% | -1.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-07
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.