Capital Insight Partners, LLC

13F filer · CIK 0001664385

Last filed Apr 15, 2026

Net seller this quarter

13F portfolio value$0U.S. long equity reported on 13F

Positions00 new · 78 closed

Net flow last quarter-$202MBuys minus sells

Top 10 positions weightNot reportedConcentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported Apr 15, 20260 positions
Q4 2025Reported Feb 17, 202678 positions
NVDANvidia Corp	$16.4M	3.46%	0.00%	-11.2%	Q2 2021
AAPLApple Inc.	$12.6M	2.68%	0.00%	-19.4%	Q2 2015
GOOGLAlphabet Inc.	$11.6M	2.46%	0.00%	-17.6%	Q2 2015
MSFTMicrosoft Corp	$8.93M	1.89%	0.00%	-13.1%	Q4 2016
ISRGIntuitive Surgical Inc	$8.47M	1.79%	0.00%	-13.4%	Q1 2023
JPMJPMorgan Chase & Co	$8.42M	1.78%	0.00%	-14.1%	Q2 2015
METAMeta Platforms, Inc.	$7.96M	1.68%	Not reported	-12.3%	Q2 2015
BKNGBooking Holdings Inc.	$6.63M	1.40%	0.00%	-17.0%	Q1 2018
AVGOBroadcom Inc.	$6.01M	1.27%	0.00%	-2.2%	Q4 2023
ICEIntercontinental Exchange, Inc.	$5.88M	1.24%	0.01%	-10.9%	Q2 2020
AMZNAmazon Com Inc	$5.73M	1.21%	0.00%	-18.6%	Q4 2015
CASYCaseys General Stores Inc	$5.5M	1.16%	0.03%	-39.9%	Q1 2016
ORCLOracle Corp	$5.3M	1.12%	0.00%	-15.4%	Q2 2015
MAMastercard Inc	$5.26M	1.11%	0.00%	-17.4%	Q1 2016
BACBank of America Corp	$4.79M	1.01%	0.00%	-15.8%	Q2 2015
SHLDSears Holdings Corp	$3.99M	0.84%	0.06%	-14.8%	Q3 2025
ASMLAsml Holding NV	$3.88M	0.82%	0.00%	-19.2%	Q4 2023
RSGRepublic Services, Inc.	$3.76M	0.80%	0.01%	-29.1%	Q1 2020
CHKPCheck Point Software Technologies Ltd	$3.64M	0.77%	0.02%	-17.1%	Q1 2022
TJXTJX Companies Inc	$3.51M	0.74%	0.00%	-15.3%	Q1 2022
PGRProgressive Corp	$3.36M	0.71%	0.00%	-16.9%	Q4 2019
HONHoneywell International Inc	$3.35M	0.71%	0.00%	-14.5%	Q4 2015
NVSNovartis AG	$3.31M	0.70%	0.00%	-15.4%	Q2 2024
HDHome Depot, Inc.	$3.3M	0.70%	0.00%	-15.4%	Q1 2016
FIXComfort Systems USA Inc	$3.09M	0.65%	0.01%	-39.0%	Q2 2025
COSTCostco Wholesale Corp	$3.06M	0.65%	0.00%	-13.0%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$2.93M	0.62%	Not reported	-29.7%	Q4 2019
LOGILogitech International S.A.	$2.81M	0.59%	0.02%	-20.1%	Q4 2022
NFLXNetflix Inc	$2.66M	0.56%	0.00%	-14.1%	Q1 2025
ORLYO Reilly Automotive Inc	$2.32M	0.49%	0.00%	-8.3%	Q1 2025
WMTWalmart Inc.	$2.31M	0.49%	0.00%	-14.9%	Q2 2025
ODFLOld Dominion Freight Line, Inc.	$2.3M	0.49%	0.01%	-34.2%	Q4 2015
RELXRelx PLC	$2.26M	0.48%	0.00%	-14.3%	Q4 2019
UNHUnitedhealth Group Inc	$2.19M	0.46%	0.00%	-18.4%	Q3 2017
MANHManhattan Associates Inc	$1.9M	0.40%	0.02%	-32.8%	Q4 2016
SYKStryker Corp	$1.79M	0.38%	0.00%	+121.8%	Q2 2023
HCAHCA Healthcare, Inc.	$1.75M	0.37%	0.00%	-3.1%	Q2 2024
VVisa Inc.	$1.69M	0.36%	0.00%	-4.5%	Q2 2020
GFLGFL Environmental Inc.	$1.67M	0.35%	Not reported	-4.3%	Q1 2022
GOOGAlphabet Inc.	$1.43M	0.30%	Not reported	-17.8%	Q3 2016
TIMBTim S.A.	$1.33M	0.28%	0.00%	+33.2%	Q3 2025
LLYELI LILLY & Co	$1.26M	0.27%	0.00%	+54.1%	Q1 2021
NOWServiceNow, Inc.	$1.24M	0.26%	0.00%	-0.7%	Q4 2022
GLDSPDR Gold Trust	$1.2M	0.25%	0.00%	+8.7%	Q4 2024
EWEdwards Lifesciences Corp	$1.18M	0.25%	0.00%	-64.5%	Q3 2018
FDSFactset Research Systems Inc	$1.13M	0.24%	0.01%	-32.0%	Q4 2016
SMFGSumitomo Mitsui Financial Group, Inc.	$1.03M	0.22%	0.00%	-0.9%	Q3 2024
AFLAflac Inc	$1.02M	0.22%	0.00%	-2.1%	Q4 2023
EQHEquitable Holdings, Inc.	$1.02M	0.22%	0.01%	-2.8%	Q2 2023
ACGLArch Capital Group Ltd.	$983K	0.21%	0.00%	+0.3%	Q1 2023

Q3 2025Reported Oct 14, 2025104 positions
NVDANvidia Corp	$18.4M	3.04%	0.00%	+7.9%	Q2 2021
AAPLApple Inc.	$14.7M	2.43%	0.00%	-5.7%	Q2 2015
MSFTMicrosoft Corp	$11M	1.82%	0.00%	+1.6%	Q4 2016
GOOGLAlphabet Inc.	$10.9M	1.81%	0.00%	+2.8%	Q2 2015
METAMeta Platforms, Inc.	$10.1M	1.67%	Not reported	-2.4%	Q2 2015
JPMJPMorgan Chase & Co	$9.6M	1.59%	0.00%	-3.2%	Q2 2015
CASYCaseys General Stores Inc	$9.37M	1.55%	0.04%	-1.5%	Q1 2016
ORCLOracle Corp	$9.04M	1.50%	0.00%	-13.9%	Q2 2015
BKNGBooking Holdings Inc.	$8.06M	1.33%	0.00%	-4.1%	Q1 2018
ISRGIntuitive Surgical Inc	$7.74M	1.28%	0.00%	+1.0%	Q1 2023
ICEIntercontinental Exchange, Inc.	$6.88M	1.14%	0.01%	+0.8%	Q2 2020
AMZNAmazon Com Inc	$6.7M	1.11%	0.00%	-1.8%	Q4 2015
MAMastercard Inc	$6.34M	1.05%	0.00%	-6.0%	Q1 2016
AVGOBroadcom Inc.	$5.85M	0.97%	0.00%	+14.2%	Q4 2023
RSGRepublic Services, Inc.	$5.74M	0.95%	0.01%	+3.5%	Q1 2020
BACBank of America Corp	$5.34M	0.88%	0.00%	-4.3%	Q2 2015
SHLDSears Holdings Corp	$5.08M	0.84%	0.07%	New	Q3 2025
CHKPCheck Point Software Technologies Ltd	$4.93M	0.82%	0.02%	-0.2%	Q1 2022
HDHome Depot, Inc.	$4.59M	0.76%	0.00%	-1.9%	Q1 2016
FIXComfort Systems USA Inc	$4.48M	0.74%	0.02%	+35.2%	Q2 2025
PGRProgressive Corp	$4.39M	0.73%	0.00%	-14.4%	Q4 2019
ASMLAsml Holding NV	$4.35M	0.72%	0.00%	-1.9%	Q4 2023
HONHoneywell International Inc	$4.23M	0.70%	0.00%	-16.7%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$4.07M	0.67%	Not reported	+0.7%	Q4 2019
NFLXNetflix Inc	$3.96M	0.66%	0.00%	-0.2%	Q1 2025
TJXTJX Companies Inc	$3.9M	0.65%	0.00%	+0.4%	Q1 2022
LOGILogitech International S.A.	$3.85M	0.64%	0.02%	-4.0%	Q4 2022
COSTCostco Wholesale Corp	$3.78M	0.63%	0.00%	+1.6%	Q2 2023
NVSNovartis AG	$3.64M	0.60%	0.00%	-0.3%	Q2 2024
MANHManhattan Associates Inc	$3.35M	0.55%	0.03%	-7.3%	Q4 2016
CHEChemed Corp	$3.23M	0.54%	0.05%	-21.9%	Q3 2016
ODFLOld Dominion Freight Line, Inc.	$3.14M	0.52%	0.01%	-11.1%	Q4 2015
RELXRelx PLC	$3.12M	0.52%	0.00%	+1.5%	Q4 2019
EWEdwards Lifesciences Corp	$3.04M	0.50%	0.01%	-20.8%	Q3 2018
ORLYO Reilly Automotive Inc	$3M	0.50%	0.00%	+0.7%	Q1 2025
UNHUnitedhealth Group Inc	$2.81M	0.47%	0.00%	-8.6%	Q3 2017
PANWPalo Alto Networks Inc	$2.7M	0.45%	0.00%	-0.8%	Q1 2022
WMTWalmart Inc.	$2.51M	0.42%	0.00%	+0.7%	Q2 2025
NVONovo Nordisk A S	$2.46M	0.41%	Not reported	-12.4%	Q4 2018
TOLToll Brothers, Inc.	$2.01M	0.33%	0.02%	+1.6%	Q3 2021
GFLGFL Environmental Inc.	$1.93M	0.32%	Not reported	-0.8%	Q1 2022
TSCOTractor Supply Co	$1.87M	0.31%	0.01%	+1.7%	Q2 2020
VVisa Inc.	$1.72M	0.29%	0.00%	-2.5%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.65M	0.27%	0.00%	Not reported	Q4 2017
FDSFactset Research Systems Inc	$1.65M	0.27%	0.02%	-27.0%	Q4 2016
HCAHCA Healthcare, Inc.	$1.64M	0.27%	0.00%	-0.8%	Q2 2024
NOWServiceNow, Inc.	$1.56M	0.26%	0.00%	-0.5%	Q4 2022
URIUnited Rentals, Inc.	$1.46M	0.24%	0.00%	+6.3%	Q2 2023
GOOGAlphabet Inc.	$1.35M	0.22%	Not reported	+0.2%	Q3 2016
LOPEGrand Canyon Education, Inc.	$1.19M	0.20%	0.02%	-0.8%	Q2 2023

Q2 2025Reported Jul 17, 2025104 positions
NVDANvidia Corp	$14.4M	2.51%	0.00%	+38.8%	Q2 2021
AAPLApple Inc.	$12.6M	2.18%	0.00%	+1.9%	Q2 2015
MSFTMicrosoft Corp	$10.4M	1.81%	0.00%	+0.3%	Q4 2016
METAMeta Platforms, Inc.	$10.4M	1.81%	Not reported	-6.6%	Q2 2015
ISRGIntuitive Surgical Inc	$9.31M	1.62%	0.00%	-4.8%	Q1 2023
JPMJPMorgan Chase & Co	$9.11M	1.58%	0.00%	-4.1%	Q2 2015
BKNGBooking Holdings Inc.	$9.01M	1.57%	0.00%	-6.9%	Q1 2018
CASYCaseys General Stores Inc	$8.58M	1.49%	0.05%	-4.6%	Q1 2016
ORCLOracle Corp	$8.17M	1.42%	0.00%	-7.1%	Q2 2015
GOOGLAlphabet Inc.	$7.72M	1.34%	0.00%	-3.9%	Q2 2015
ICEIntercontinental Exchange, Inc.	$7.44M	1.29%	0.01%	-5.1%	Q2 2020
AMZNAmazon Com Inc	$6.81M	1.18%	0.00%	-1.7%	Q4 2015
MAMastercard Inc	$6.67M	1.16%	0.00%	-6.2%	Q1 2016
RSGRepublic Services, Inc.	$5.96M	1.04%	0.01%	-5.3%	Q1 2020
HONHoneywell International Inc	$5.61M	0.98%	0.01%	-8.4%	Q4 2015
PGRProgressive Corp	$5.54M	0.96%	0.00%	-4.1%	Q4 2019
CHKPCheck Point Software Technologies Ltd	$5.29M	0.92%	0.02%	-6.1%	Q1 2022
BACBank of America Corp	$5.12M	0.89%	0.00%	-7.6%	Q2 2015
CHEChemed Corp	$4.5M	0.78%	0.06%	-12.4%	Q3 2016
NFLXNetflix Inc	$4.44M	0.77%	0.00%	-5.7%	Q1 2025
AVGOBroadcom Inc.	$4.28M	0.74%	0.00%	+145.7%	Q4 2023
HDHome Depot, Inc.	$4.23M	0.74%	0.00%	-5.4%	Q1 2016
ODFLOld Dominion Freight Line, Inc.	$4.08M	0.71%	0.01%	-6.0%	Q4 2015
COSTCostco Wholesale Corp	$3.98M	0.69%	0.00%	-4.3%	Q2 2023
EWEdwards Lifesciences Corp	$3.86M	0.67%	0.01%	-14.1%	Q3 2018
SPYSPDR S&P 500 ETF Trust	$3.74M	0.65%	Not reported	-0.9%	Q4 2019
ASMLAsml Holding NV	$3.67M	0.64%	0.00%	-6.4%	Q4 2023
FDSFactset Research Systems Inc	$3.52M	0.61%	0.02%	-12.0%	Q4 2016
RELXRelx PLC	$3.5M	0.61%	0.00%	-7.3%	Q4 2019
NVONovo Nordisk A S	$3.49M	0.61%	Not reported	-8.5%	Q4 2018
MANHManhattan Associates Inc	$3.48M	0.60%	0.03%	+7.7%	Q4 2016
NVSNovartis AG	$3.44M	0.60%	0.00%	-7.8%	Q2 2024
TJXTJX Companies Inc	$3.32M	0.58%	0.00%	-4.4%	Q1 2022
LOGILogitech International S.A.	$3.29M	0.57%	0.02%	-28.8%	Q4 2022
CPCanadian Pacific Kansas City Ltd	$3.01M	0.52%	0.00%	-6.7%	Q1 2019
UNHUnitedhealth Group Inc	$2.78M	0.48%	0.00%	-4.2%	Q3 2017
PANWPalo Alto Networks Inc	$2.73M	0.47%	0.00%	+0.2%	Q1 2022
ORLYO Reilly Automotive Inc	$2.49M	0.43%	0.00%	+146.9%	Q1 2025
ULUnilever PLC	$2.47M	0.43%	0.00%	-7.1%	Q2 2015
WMTWalmart Inc.	$2.37M	0.41%	0.00%	New	Q2 2025
FIXComfort Systems USA Inc	$2.15M	0.37%	0.01%	New	Q2 2025
TMToyota Motor Corp/	$2.09M	0.36%	0.00%	-9.2%	Q2 2019
GFLGFL Environmental Inc.	$2.07M	0.36%	Not reported	-0.2%	Q1 2022
VVisa Inc.	$1.84M	0.32%	0.00%	-2.7%	Q2 2020
NOWServiceNow, Inc.	$1.75M	0.30%	0.00%	+4.2%	Q4 2022
TSCOTractor Supply Co	$1.71M	0.30%	0.01%	-3.2%	Q2 2020
TOLToll Brothers, Inc.	$1.64M	0.28%	0.01%	-0.1%	Q3 2021
HCAHCA Healthcare, Inc.	$1.49M	0.26%	0.00%	Not reported	Q2 2024
EQHEquitable Holdings, Inc.	$1.24M	0.22%	0.01%	Not reported	Q2 2023
TSTenaris SA	$1.09M	0.19%	0.00%	-74.7%	Q4 2022

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